--- title: "WORLDOX GX Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of WORLDOX GX. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if WORLDOX GX is a good fit for you!" source_url: "https://www.softwareadvice.com/cms/worldox-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / [WORLDOX GX](https://www.softwareadvice.com/cms/worldox-profile/) / WORLDOX GX Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/cms/worldox-profile/) Reviews [Alternatives](https://www.softwareadvice.com/cms/worldox-profile/alternatives/) # WORLDOX GX User Reviews ## Reviews summary - Overall rating: 4.2/5 - Total reviews: 43 ### Secondary ratings - Ease of use: 3.8/5 - Customer support: 4.1/5 - Value for money: 4.2/5 - Functionality: 4/5 ### Rating distribution - 5 stars: 22 reviews (51%) - 4 stars: 10 reviews (23%) - 3 stars: 9 reviews (21%) - 2 stars: 0 reviews (0%) - 1 star: 2 reviews (5%) ## WORLDOX GX customer reviews Showing reviews 1-25 of 43 (page 1). ### Document control to the max - Overall rating: 5/5 - Reviewer: Mary T. - Verified reviewer: Yes - Industry: Legal Services - Company size: Self-Employed - Product usage: Used other for more than 2 years - Reviewed: April 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I enjoy the ease of pulling up any document I need and working on it and then putting it back and others can see my changes immediately. #### Cons It can be a bit confusing when you first begin. It's not a jump in type of program. --- ### Our firm's WorldDox shows its power for longevity - Overall rating: 5/5 - Reviewer: Alex R. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Our firm has no data loss and has preserved work product and key documents from years of cases, very handy to have that history and data volume at my fingertips. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 5/5 #### Pros Our firm has over 15 years of data stored into WorldDox, we've been using the software for many years. Our firm's database is huge and documents are readily accessible sorted via client/matter number and/or searches. The term searches are more basic than the boolean or terms/connectors searches that other programs are capable of these days, but generally speaking I have been able to locate suitable templates/examples using the search. #### Cons The interface is not intuitive or visually appealing. I had a one-on-one training session with our rep when I first onboarded to learn the basics, but I have been meaning to learn more advanced features. --- ### Worldox - Managing your Documents - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall very good product. Makes document management much easier! #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros It is for the most part easy to use. Documents can be easily stored and found again. Great for our legal office. #### Cons Sometimes searches don't always find what you may expect them to find. Slow processing speed. --- ### Innovative, easy-to-use program for every type of level - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This software helps to place every type of document into one system that is easy to use and search for documents. It helps because it puts all of our documents into one shared system that everyone has access to and can make changes. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software is extremely helpful while working in the legal field. All of our cases, files, documents are all within the Worldox system by our numbering system, which makes it extremely easy to search for the exact document that you would need. Although there are a lot of features, it is easy to maneuver around the software in terms of searching for specifics. I like Worldox because I can specify what TYPE of document I am saving, i.e. preservation, pleading, etc. Worldox recently upgraded and the software is modernized in a way that makes it easy for a beginner to use. Also, if you forget your client number, the software will automatically pick up from their database if you type in the client's names. #### Cons Although this software definitely has more pros than cons, I do believe that there is a lot of the software I am missing out on, even though I have been properly trained even after a few years of using it. There are so many features that I do not know of, and would love to know for future reference. --- ### Cutting Edge Software for the Modern Attorney - Overall rating: 4/5 - Reviewer: Mark J. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. My overall experience has been a resoundingly positive one, and I would recommend Worldox over ATO or any other document storage software to law firms seeking a better platform worth the investment. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros My favorite aspect / feature of Worldox is the built-in features you can add to other programs, such as Microsoft Word. For example, Worldox offers a drafting tool that helps young attorneys cut down on verbosity, which is incredibly helpful to utilize as part of their preliminary drafting process. #### Cons While, if asked, I wouldn't qualify this as a "drawback" or "negative" about Worldox, but as with any document storage software, its searching functionality could be improved. #### Reasons for switching to WORLDOX GX Better functionality --- ### Love this system, it is easy to find documents you have already done and searching is so easy also - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Trying to find a document is the easier I have found and using a document number it puts on your documents makes it even easier. I use this every day and I wouldn't go without it. The storage space is also very large. #### Cons I haven't found anything that I dislike about this system. I am always learning new ways to find my documents. --- ### Not a great product. Although its been described as top-of-the-line, the interface is antiquated. - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It does work, it's just clunky. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 2/5 - Functionality: 2/5 #### Pros The product does work, it just makes you work and does little to nothing to personalize or simplify use. #### Cons The multiple steps that are necessary to enter a new document. Even for upload of a simple document, you need to select multiple categories, which takes a great deal of time. --- ### It is powerful but lacks some necessary ease of use - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the power of the various options provided including the version ability and built in comparison feature #### Cons I don't like how hard it is to organize files, and it is annoying that it autorides saving of every file. --- ### I think Worldox is fantastic software! It allows everyone to work cohesively as a team! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The benefit of peace of mind. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros The ability to search for certain documents based on doc type, name, or specifically searched words that are in the text. When you work in a firm with massive amount of documents it is essential to have a program that assist in looking up those documents or storing them safely in a location that can be accessed from anywhere. #### Cons The loading speed and the techincal crashes/glitches at times that cause me to have to restart my Worldox software or my computer itself. --- ### Worldox, a Pure Document Management System - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Networking - Company size: 11-50 employees - Product usage: Used monthly for more than 2 years - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have used and supported businesses (mostly law firms) in their use of Worldox for many years. Initially I was a bit overwhelmed, having not ever seen or used a DMS (Document Management System), nor been trained. I learned the product and soon offered end user training. I found the Worldox support team to be very knowledgeable and effective, but - as they have grown considerably over the years - and added to their team, I have found some of the 'junior' techs to be a bit 'green' when it comes to their knowledge or familiarity. To get the most out of this software, I strongly encourage that business owners provide end user training to their teams. I am often surprised that many of the time-saving features and shortcuts are not known or used. I do recommend Worldox. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Worldox is tremendously easy to use for its intended purpose. It is intuitive and flexible. Searching the indexed documents is easy and reliable. Training is recommended so that the user can best leverage this powerful tool to support a business or law practice. #### Cons Some of the advanced security settings can become confusing. Active Directory integration is very useful, I have found the Ethical Walls setup to be a bit confusing and does require a firm understanding. File security is, after all, extremely important in a client server/domain environment. --- ### Great Product - Overall rating: 3/5 - Reviewer: Holly L. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It has helped keep our firm files organized and all in one place making it easy to locate what is needed. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros This is an easy to use product and helps organize all of our company's files. It makes file management easy as you can search for documents within the software. #### Cons It takes more time to save documents using this software as you have to input the type of document it is and choose a category. --- ### We are an entertainment law firm and we use the software to file and store client files. - Overall rating: 5/5 - Reviewer: Jimmy B. - Industry: Entertainment - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The ability to file and organize files digitally and the ability to find things using key word searches. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the ability to seamlessly drop and drag emails into digital files. I also like that I can select several items and move and/or copy them at one time. #### Cons I don't like that you can't organize items within a file manually by dragging them up or down the list view in a file. --- ### We have used Worldox since 2003 with relative success - Overall rating: 3/5 - Reviewer: Katherine H. - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2017 - Review source details: This reviewer was invited by us to submit an honest review and was entered into a raffle as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros Does an excellent job of capturing our firm's documents' metadata. Does an excellent job of streamlining the profile process. #### Cons We have had problems with slowness in retrieving documents since we added encryption to our document servers. --- ### Great documentation system for law firms - Overall rating: 4/5 - Reviewer: Jeff B. - Verified reviewer: Yes - Product usage: Used monthly for more than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great options for filing and fantastic tech support #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Gives a large amount of details to be able to put into a file for both filing groups and individual documents. System is a bit complicated to administer but they have a fantastic help desk that is usually very quick to respond and is able to fix the issues on the first call, more times than not. Overall a great solution for firms. #### Cons Can sometimes get convoluted and with the system naming all files with a number scheme, it can sometimes be hard to find the location as an administrator, if you do not have the file path readily available --- ### Truly the least intuitive program I've ever used to sort files - Overall rating: 1/5 - Reviewer: Talia B. - Verified reviewer: Yes - Product usage: Used daily for more than 2 years - Reviewed: May 2018 - Review source details: This review was submitted organically. No incentive was offered None #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 2/5 - Functionality: 1/5 #### Pros The fact that I can use it with so many people is really nice. I'm really sorry but I don't have too many pros as I completely hate the software. #### Cons Everything. I don't even know where to begin. This software looks like it was made in 1985 and it doesn't function much faster than a snail. It has preset configurations and it 100% drives me crazy. I just learned from my boss the other day that apparently if you haven't used a button in a while, it just GOES AWAY. How does a button just GO AWAY. Every time you try to make a decision it makes you verify it a second time, which is absolutely just a time waster. It is horrible at sorting and anytime I try to run a query it just isn't able to find the files I want. When I'm saving things from my computer it works maybe half the time. Absolutely the worst program I've ever used, wouldn't recommend it to anyone. --- ### Overall a useful document management system - Overall rating: 3/5 - Reviewer: Kathy N. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I used Worldox as a document management system and overall, had a good experience with it. It does require that you are meticulous in the way you name your documents so it's easier to find them using the search function, but so long as you do that, you should have no problems. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros The search function proved very useful when using Worldox. The ability to narrow a search down to a certain parent folder or subfolder and/or use a search term in the title or name field was helpful. I used the search function almost daily. #### Cons The major con we encountered was the inability to customize subfolders for only certain clients. If a subfolder was added for one client, it's added for all clients across the system. Coming from a system when you can add multiple subfolders and customize folders as you'd like for each client, it was difficult to adjust to a uniform system for all clients. There are pros and cons to this. Pros being that all subfolders are the same and uniform but the cons being that sometimes there is a need to create custom folders as there may be different issues in one case that aren't relevant in another. It required that we keep all subfolders fairly general so they're applicable to all clients and for this reason, we used the search function often to help us locate documents. --- ### Good product with frustratingly complicated interface - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Legal Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Serves its purpose but the interface is so complicated as to be burdensome. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros I love the way Worldox integrates with our file system and software to make document management more logical. I'm particularly fond of the file versioning features which are truly invaluable. Seems to have decent security and fine levels of control for ensuring that only those who should see documents are able to see them. #### Cons Sometimes, it can be very difficult to figure out how to do something. The help function is not entirely helpful and Worldox's reliance on affiliated service providers to work with firms to set up and train the product make it a little expensive when problems arise. Also not very easy to recover documents. --- ### I wouldn't recommend. There are more organized and user-friendly systems out there. - Overall rating: 1/5 - Reviewer: Angela T. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 1/5 - Customer support: 2/5 - Functionality: 2/5 #### Pros allowed for multiple functions of contract drafting. Not a contract management/storage database but contract drafting was convenient #### Cons not a system for storing finalized documentation and easy retrieval. Further - there is no uninstall protocol, years after cancelling and terminating and removing from your network, you will still have Worldox linked to your system. It is overly frustrating to use a system that didn't perform, but then years later to continue to have issues with your excel and microsoft because of macros that are blocking usage yet are not able to be found within the system. Worldox is of no assistance with removing their system. --- ### Organization at it's finest - Overall rating: 5/5 - Reviewer: Mandy M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We love Worldox and are always recommending it to other firms. It's easy to use and forces us to save files correctly! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros This program has forced our business to become more organized and centralized. We can now all find the documents we need. There are many different ways to search for a document so if you can't find what you are looking for because it was mis-filed you can still find it another way and re-file it. #### Cons When calling customer service you need to leave a message for them to call back instead of speaking with someone right away. This doesn't always work well if you have an issue that needs to be taken care of right away. --- ### Worldox Is a great DMS - Overall rating: 5/5 - Reviewer: Evan K. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Worldox is a robust DMS system that allows easy tracking and moving of documents #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros It easily imports new clients/matters from the directory structure, while allowing easy search and location of files #### Cons The indexer isn't always perfect and sometimes will crash without warning causing search issues, however simply restarting it makes it work. --- ### Best and only document management system our firm has ever had. Normally very reliable. - Overall rating: 4/5 - Reviewer: Daniel C. - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros The software allows for text in file searches that are incredible at finding hard to find documents for end users. It also gives them easy preview options so that they can sift through big volumes of search results quickly. #### Cons The software's updates are almost always a disaster to perform and until their last update to the indexer it had been a constant issue for us where it would crash and need to be re-started. I also think they continue to make their software more and more user-friendly over the years, however it remains far from intuitive for most users. --- ### Worldox is powerful but complex. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros What I like most about this software is the power it has to manage large volumes of data within our network. It has also done a great job of continuing to provide timely updates that enhance the user experience. #### Cons What I like least about this software is its complexity. I have had users new to Worldox really take some time to get used to the processes Worldox requires. The categorization of documents also leaves a bit to be desired as far as sub-categorization is concerned. --- ### Worldox is the best - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I think its pretty awesome. Very easy to use and great for a law firm and what we need to accomplish. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros How easy it is to use and how much time it saves. It's a great software for people who have to use templates or form letters. It easily lets you copy a file and edit it under the new file. Its also great for recording emails and adding documents and attachments into emails. #### Cons Sometimes I dont like how it ALWAYS goes to worldocs when you need to upload a file into an email. Sometimes my files are on my desktop and not in worldocs, so in that case it takes me a couple extra steps but it's not really a problem, just a little bit extra time. --- ### Worldox for Law Firms - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2019 - Review source details: This review was submitted organically. No incentive was offered Overall, it has made working with multiple cases and clients, easy to say organized, separate the work and share files among various employees. I would highly recommend this to all law firms. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros Working at a law firm, Worldox makes it easy for the entire firm to access and share files throughout the firm. It keeps each case separate and allows for the differentiation of matters to also be distinguished among client files. Another feature I love is the Project option within a client matter. This feature allows you to save various files concerning one topic within a single folder. #### Cons An issue I have with Worldox, is that in order to keep files saved within a Project, you must also save it outside of that project. It would be nice and save space if you could only have to save it within the project. --- ### Love this software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I absolutely love Worldox. It is like having a google search for your documents. I love that you can add multiple filters to every document. It makes searching so easy! Whether you are doing a general search for a type of document or a narrow search for an exact document Worldox makes it very simple. #### Cons I have nothing bad to say about Worldox. They even go as far to keep deleted documents for a certain amount of time that way if someone in the network accidentally deletes something you an go back and retrieve it. ## More reviews [Next reviews](https://www.softwareadvice.com/cms/worldox-profile/reviews/?page=2) --- WORLDOX GX Reviews, Pros and Cons - 2026 Software Advice