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What is Worldox?

Worldox delivers a comprehensive document management solution specifically designed for the legal industry, available in both cloud and on-premises formats. It ensures that users can swiftly access the necessary information whenever and wherever they need it. Our newest version reflects years of experience in providing exceptional document management services since we began in 1988. Worldox Professional enhances your ability to organize, manage, and retrieve critical information with ease and efficiency. In contrast to other web applications that may lack features, Enterprise maintains the user-friendly qualities of Worldox, resembling our conventional desktop version, which means there is no need for extensive training or adaptation. Every feature that has made Worldox a popular and cost-effective choice for document management is included in this offering. Additionally, Worldox Cloud comes equipped with a remarkable set of features and a user-friendly interface, ensuring that users benefit from the same powerful tools available in Worldox Professional, now in a cloud environment. This versatility empowers users to maintain their productivity, regardless of the device they are using or their geographical location. With Worldox, legal professionals can experience a blend of tradition and innovation, enhancing their workflow like never before.

What is Moxtra?

Moxtra’s Client Interaction Platform was created in collaboration with some of the world's leading financial institutions, which leverage the platform to enhance their digital operations. This platform is built to adhere to rigorous compliance, security, and audit standards. Moxtra enables the smooth extension of business workflows, offering deployment options in private cloud, shared multitenant cloud, or on-premises environments, thereby enhancing security measures. The platform meticulously records interactions, maintaining a self-documenting system that tracks every engagement along with relevant details such as time, location, and device used. Designed specifically to fulfill the demanding security requirements of regulated sectors, Moxtra employs encryption and is capable of aligning with each organization’s best practices. Furthermore, the robust tracking features not only help in compliance but also foster transparency and accountability in customer interactions.

Media

Media

Integrations Supported

Bitbucket
Bundledocs
CARET Legal
Desktop.com
DocStyle
DocsCorp
Foxit PDF Editor
Google Drive
Mailchimp
Orion
PacerPro
PagerDuty
PayPal
Stackreaction
Stripe
Symphony OCR
Trello
Wufoo
Zapier

Integrations Supported

Bitbucket
Bundledocs
CARET Legal
Desktop.com
DocStyle
DocsCorp
Foxit PDF Editor
Google Drive
Mailchimp
Orion
PacerPro
PagerDuty
PayPal
Stackreaction
Stripe
Symphony OCR
Trello
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$120 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

World Software

Date Founded

1988

Company Location

United States

Company Website

www.worldox.com

Company Facts

Organization Name

Moxtra

Date Founded

2012

Company Location

United States

Company Website

moxtra.com

Categories and Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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