Worldox is a document management platform written from the ground up to service the specialized document management needs in the practice of law.

Document management to a law firm is like hand soap to a doctor: all work cannot be done without it. The practice of law requires meticulous management of letters, depositions, email, expert testimony, and exhibits … for any given case. Law firms require sharing and collaboration among attorneys, paralegals, secretaries, clients, and the Courts.  And now, secure access to these assets at any time, from anywhere, is rapidly becoming a required and necessary feature of any document management platform.

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Integration with Office and other production platforms has never been so seamless.  Worldox integrates its interface so seamlessly, that saving files outside of Worldox can feel foreign after a time. The Worldox interface automatically opens every time you open or save a file, and displays the list of clients, their cases, and the folders that contain all the work product for that case. The same goes for email: every email sent has the option to be saved to any chosen casefile, including any incoming email as well. These options can all be accomplished with no additional interaction.

The sharing of your work product has never been more hassle-free. Worldox gives you a powerful set of tools to manage and regulate the creation, storage, comparison, and organization of multiple versions of a file, spread across multiple users. It keeps track of any changes, who made them – and when, and provides avenues for distillation into a final product.  Collective work on cases has never been easier.

The security of your work product is not only necessary to maintain the trust of your clients, it is a legal law practice requirement. Worldox provides security at the network, domain, and individual user level. You can control who can view documents, change them, save revisions, print, and so on. You also can control who has access to Worldox Web 3.0, the web interface that allows employees to work remotely on cases from anywhere, at any time. You can be assured in knowing that each day, in the background, your Worldox platform is indexing and collating every open, close, and change to every document your firm produces, and then prepares that data for whatever backup solution you use, including, the Worldox Cloud Storage capability.

File storage is another aspect of law practice that is governed by regulation. The Model Rules of the ABA maintain at least five years for any case-related file, and many state laws extend this to six. This can be extended for specific case types.  Worldox offers cradle-to-grave storage and retrieval of case files, and the strength of this storage is secure by backup and retrieval systems provided by either SDCC or Worldox itself – through their cloud storage solution.  In addition, access to your files is easier and more secure than ever, through either the desktop client software or the new Worldox Web 3.0, which provides access to your files through a web browser anywhere in the world.

SDCC highly recommends Worldox for your law practice. We have been working with Worldox and law firms that use it for 10+ years.  We have the expertise for installation, team training, and the knowledge of how to best integrate all that Worldox has to offer for your firm.  We can unchain your law practice from the file cabinets and servers that it currently relies on.

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