Worldox: Reliable and User-friendly Solution for Document Management

Documents are among the most crucial assets of any organization, and for legal and financial services firms, it is their backbone. In the light of the current pandemic, however, the ability to easily find and access the right document is still a challenge in many workplaces. Employees at various offices are still dependent on their coworkers in the office to retrieve and send those documents. And while firms in many cases use windows folder system or SharePoint to try to access and organize shared files on a server, they still lack the document management functionality required to manage, create, and retain essential records for a remotely accessible filing structure. World Software Corporation addresses this very need, with its proprietary document management system, Worldox. The system allows companies to provide their remote workforce with access to information and data from word processing files, spreadsheets, emails, scanned documents.

Leveraging over three decades of experience in the document management space, World Software Corporation delivers a user-friendly, cost-effective, and reliable system, Worldox. The solution today caters primarily to law firms, financial services, and corporate legal departments and enables its clients to enhance their efficiency via proper management of their crucial documents. Worldox can integrate seamlessly with the Microsoft Exchange Server, and allows for rapid delivery in the translation of email into the appropriate material or content. It enables users to create folders, drag, and drop emails into the system that automatically gets pushed to Worldox for categorization. As Ray Zwiefelhofer, President of Worldox puts it, “By automatically saving and organizing the emails according to the heuristic table, Worldox's advanced heuristic program helps attorneys and other workforce in organizing and filing emails in a traditional matter centric method.”

Over the years, Worldox has also integrated with Sharefile, Workshare, and other sharing solutions to offer better collaboration and sharing. In their recent Microsoft Teams integration, Worldox creates folders with a Client and Matter naming convention to make retrieval easy and familiar. This allows attorneys and secretaries to tag documents that they want to share and easily collaborate with their customers in a secure version controlled environment.