Documents, emails, and notes are organized around client matters or cases, creating a unified and intuitive folder-less structure for all related files.
Worldox adds a toolbar directly into Microsoft Word, Excel, Outlook, and other applications, allowing users to save, open, and search for documents without leaving their primary work environment.
When saving a document, users assign metadata (profile) such as client, matter, author, and document type. The system supports both full-text search and precise filtering by this rich metadata.
Provides granular, role-based access controls, audit trails for all document activity, and features for managing records retention and disposition in accordance with legal industry regulations.
Integrates directly with Microsoft Outlook to file emails and attachments into the Worldox repository with a single click, applying the same matter-centric profiling and security as documents.
Litigation associates and paralegals use Worldox to organize all pleadings, discovery documents, deposition transcripts, and correspondence for a specific case. By saving everything to the designated matter, any team member can instantly access the full history. This eliminates time wasted searching through network drives or email archives, ensuring that all attorneys working on a case have the most current versions of documents, which is crucial for trial preparation and strategy meetings.
When a client calls with an urgent question about a past transaction or agreement, a lawyer or legal assistant uses Worldox's powerful search. They can quickly filter by client name, matter number, and approximate date to locate the specific contract or opinion letter within seconds. This rapid retrieval allows the lawyer to provide informed, accurate advice during the call, dramatically improving client service and demonstrating organizational competence.
Firm administrators and risk management partners use Worldox's audit trails and permission controls to monitor document access and changes. They can ensure that only authorized personnel view sensitive documents, track who worked on a file, and enforce firm-wide records retention policies for closed matters. This use case helps the firm mitigate risks associated with data breaches, unauthorized disclosure, and failure to comply with document retention laws.
Attorneys drafting a new merger agreement or motion use Worldox to search for similar documents from past matters. By finding well-crafted precedents, they can accelerate drafting, maintain consistency in firm work product, and leverage past successful strategies. This transforms the document repository from a simple archive into a valuable knowledge base that enhances the quality and efficiency of legal work across the entire firm.
With Worldox Cloud or a properly configured on-premises system, lawyers can securely access all firm documents from anywhere. Whether working from home, court, or a client's office, they can search, review, and edit files as if they were in the office. This use case supports modern flexible work arrangements without compromising security or workflow, ensuring business continuity and attorney productivity regardless of location.
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