Worldox

Key Features & Functions include:

Matter-Centric Document Organization
Worldox organizes documents and email using client and matter structures commonly used in legal practice. This structure allows firms to maintain a centralized repository where documents are filed and retrieved according to matter-related metadata.

Document and Email Management
The platform manages both documents and email within a single system. Users can store, organize, and retrieve files and communications associated with client matters, helping maintain a consolidated record of work product and correspondence.

Metadata-Based Search and Retrieval
Worldox supports metadata-driven filing and indexing to assist with locating documents across large repositories. Users can search using matter information, document properties, or full-text search to identify relevant materials.

Security and Access Controls
The system provides administrative controls that allow firms to define access permissions for users and groups. These controls support the management of confidential client information and help maintain appropriate access to documents within a firm.

Integration with Productivity Applications
Worldox integrates with commonly used document creation and office productivity tools. These integrations enable users to save, access, and manage documents directly from applications used in daily legal workflows.

Following its acquisition by NetDocuments, the Worldox product is maintained to support existing customers under the Worldox brand. The company no longer sells new Worldox licenses; organizations seeking a new document management system are directed to the NetDocuments platform, while existing Worldox users continue to receive support and product resources.