Worldox is a robust DMS system that allows easy tracking and moving of documents

It easily imports new clients/matters from the directory structure, while allowing easy search and location of files

The indexer isn't always perfect and sometimes will crash without warning causing search issues, however simply restarting it makes it work.

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.

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.

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.

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.

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.

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.

We love Worldox and are always recommending it to other firms. It's easy to use and forces us to save files correctly!

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.

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.

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.

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.

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.

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.

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.

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.

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.

I find Worldox to be quite challenging to learn. The interface is not what I would consider intuitive. They have rolled out some updates that improved things, for sure, but overall, it requires a significant effort and time commitment to learn how to use this software effectively. I've been using it for over a year now on a daily basis and still do not know all of the functionalities. There seem to be several different ways to access the same thing, which can be confusing. As a general matter, the quality seems to be good. I rarely have trouble retrieving a document once I know how to get to it and I have never had a document lost. I occasionally get locked out of the program because it tends to freeze but I imagine that is normal for something managing so many documents at once. I do really like the following features: "Versions" - you can create various versions of the same document which is much better than just saving entirely new documents and cluttering up the file. "Comments" - I really like that you can add comments below the file name that only internal users can see. The "lock out" feature - if a document is open by another user, all other users are locked out. This can be annoying if someone forgets that they have a document open, but overall it is useful to know when someone else is working on the document to avoid overlapping edits. If the interface could be made a little more intuitive or easy to use, I would be more likely to highly recommend this product.

Overall very good product. Makes document management much easier!

It is for the most part easy to use. Documents can be easily stored and found again. Great for our legal office.

Sometimes searches don't always find what you may expect them to find. Slow processing speed.

The app has been created very professionally to manage the documents

Searching and filling data Filing recovery

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.

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.

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.

None

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.

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.

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.

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.

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.

Serves its purpose but the interface is so complicated as to be burdensome.

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.

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.

allowed for multiple functions of contract drafting. Not a contract management/storage database but contract drafting was convenient

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.

I think its pretty awesome. Very easy to use and great for a law firm and what we need to accomplish.

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.

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.

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.

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.

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.

I love the easy file storage system and document identification feature. I like how the favorite file features is set up and the easy it is to copy and move files.

The appearance of the software could be more appealing or integrate more customization features for the user. With the updates our text in file search feature changed and it was more useful to us as it was on the prior version. It would be good to have a more user friendly side menu.

The integration between it and outlook is not mandatory, so you can operate in/from it in a separate window, unlike certain other platforms like FileSite. I like that you can open several searches at once, choose between several viewing options, and the automatic OCR that it runs.

I wish the window structure would automatically resize/preserve its structure when you resize the window.

We've been using Worldox for years and it keeps getting better with each upgrade. It allows us to manage our files better as well as make the data accessible when the user is out of the office. The built in auditing function works great and you can customize the look and layout overall. I don't know what we'd do without Worldox!

The ease of use, the integration into other software we use. Great customer support.

There isn't much I don't like about this software. It meets our needs and then some!

It has helped keep our firm files organized and all in one place making it easy to locate what is needed.

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.

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.

Document management in a legal setting is very important. Attorneys expect documents at their fingertips and in this day of "paperless" offices, this is a very important program and works great.

Ease of use, options for locating files, search capabilities, latest version has fewer problems than previous versions.

Not many issues we found. Seemed to integrate well with few problems and employees caught on quickly.

I used 2 editions of Worldox and both were very seamless ways to keep all my files in a singular place. We managed to avoid saving any files locally, and exclusively used the cloud to manage, in some cases, significant file sizes.

Somewhat clumsy if you're not tagging files correctly. Can feel like a needle in a haystack if not perfectly labelled.

The ability to file and organize files digitally and the ability to find things using key word searches.

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.

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.

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.

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.