Worldox Integrations

Your organization can enhance its efficiency and structure significantly with our solutions. By utilizing customizable statements and generating detailed management reports, you can gain valuable insights into your operations. With Tabs3Pay, you are empowered to accept both credit card and ACH payments effortlessly. Additionally, the Platinum Edition offers mobile access to both Tabs3 and Tabs3Pay, ensuring flexibility for your team. This comprehensive system meets all accounting needs specific to law firms, allowing you to print financial statements, manage bill payments, reconcile bank accounts, oversee client trust accounts, and generate detailed financial reports seamlessly. An integrated electronic case file ensures that all critical information, including contacts, appointments, emails, and documents, is well-organized. As a result, your practice is now more streamlined than ever before. Furthermore, informative dashboards present easy-to-understand graphs that allow you to monitor collections, billings, and trust balances effectively. Clients also benefit from the convenience of paying their invoices online and depositing funds directly into Trust Accounting through Tabs3Pay, enhancing overall client satisfaction and engagement. This integrated approach not only simplifies processes but also promotes a more productive work environment.

The Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.

CARET Legal stands out as the premier tool for legal practitioners, enabling them to effectively oversee their practices while prioritizing essential aspects such as client satisfaction and optimizing billable hours. With features that encompass everything from client onboarding and case management to comprehensive financial tracking and reporting, CARET Legal empowers law firms to enhance time efficiency, foster teamwork, improve precision, expand their operations, and accelerate revenue collection like never before, ultimately leading to a more streamlined and productive legal practice.

DocsCorp is the preferred choice for document management experts seeking software that enhances their efficiency and simplifies their tasks. With a strong global presence, we serve over 500,000 users across 65 nations. Our diverse range of products includes tools for document creation, email recipient verification, metadata cleaning, and document comparison, along with desktop, server, or cloud-based PDF creation and conversion solutions. Our software integrates seamlessly with leading enterprise content management systems, which boosts productivity and streamlines workflows. We provide organizations with both on-premises and cloud integration options to suit their needs. Our focus is on supporting document-centric industries by helping them effectively manage their most vital resource - documents. Our clientele spans various sectors, including Government Departments, Legal Services, Financial Services, and Technology companies, all of which rely heavily on efficient document management. In addition, we continually strive to innovate and improve our offerings to meet the evolving demands of these industries.

DocStyle offers the ability to transform any PDF into a Word document while applying styles through its Intelligent Formatting Recognition feature. This innovative process is specifically tailored to recognize and format content, resulting in a well-organized Word document that is easy to edit and adjust. Additionally, DocStyle streamlines the styling of existing Word documents automatically, saving users valuable time that would otherwise be spent on manual formatting tasks. By simplifying these processes, DocStyle enhances productivity and efficiency for users handling document conversions and edits.

LexWorkplace presents a robust cloud-based platform tailored for law firms with user counts ranging from 5 to 100, enabling effective management of documents and emails. It offers a wide array of features, including support for both Windows and Mac operating systems, advanced full-text search functionalities, optical character recognition (OCR), version control, seamless integration with Outlook, and options for document tagging and profiling. This cutting-edge software transforms document management for legal practices by consolidating all matter-related resources—such as documents, emails, videos, audio recordings, and notes—into one centralized, user-friendly location. Users benefit from the ability to handle multiple document versions and create organizational tags, while the built-in OCR capability facilitates swift searches and retrieval of important files. LexWorkplace distinguishes itself as a powerful document management tool that harnesses the user-friendly benefits of cloud technology. Transitioning from traditional Outlook folders or Practice Management software for managing matter-related emails is made simple, allowing critical emails to be saved directly to their relevant matters without exiting Outlook. Moreover, users can effortlessly save attachments and index their documents for improved searching capabilities across the system, which ultimately boosts productivity and operational efficiency in the legal field. The platform's intuitive design ensures that legal professionals can focus more on their cases rather than on administrative tasks.

We provide hosting solutions and expert support specifically designed for your legal software and practice management requirements. Among our offerings are full data encryption, multi-factor authentication support, and the utilization of redundant data centers for maximum reliability. You can select from intuitive cloud storage options or sophisticated Document Management systems to suit your needs. Your team will benefit from a secure virtual desktop environment that promotes collaboration, granting everyone a cohesive cloud workspace with seamless access to legal applications, files, and emails. Uptime Practice is also equipped with the latest Microsoft Office suite for your entire team, in addition to a dependable business-grade Exchange Email service. Experience cloud storage that is both secure and easily accessible, allowing you to retrieve both firm and client documents from virtually any location. The Uptime Practice plan is carefully customized and optimized to host the key software your firm relies on, while we handle all necessary support and updates for your legal software requirements. This comprehensive approach allows your firm to concentrate on providing outstanding legal services without the burden of technical challenges or concerns. In essence, our services are designed to enhance productivity and ensure that your firm operates smoothly in a digital landscape.

The courts provide notifications for new filings throughout the day, but these alerts only inform you of updates; to actually retrieve the filings, your team has to click through numerous hyperlinks and endure the cumbersome task of downloading, labeling, and sharing the necessary documents. Fortunately, you can manage and coordinate all litigation activities across different offices, practice groups, and case teams via a centralized portal. This innovative system collects every federal filing associated with your firm, along with pertinent metadata, and organizes them systematically within the correct workspace of your document management system or experience-capture platform. With PacerPro Manifold, you have the capability to build a comprehensive database of federal court information, significantly enhancing your firm's capacity to utilize its collective knowledge and streamline legal workflows for greater efficiency and collaboration. By centralizing these processes, your team can focus on strategic legal tasks rather than getting bogged down by administrative duties.

BigHand Metadata Management is an essential resource for law firms, allowing for the meticulous cleansing of legal documents in various formats such as Word, Excel, PowerPoint, PDF, and media files at any stage of their workflow. It enables users to automate the removal of metadata, implement varying degrees of oversight, and protect staff from unintentional confidentiality breaches that could lead to dire consequences for the firm. Teams can view all metadata in a single panel, which allows them to set global configurations that can be shared with all users. The system also features alerts to guarantee that documents are sanitized prior to external sharing, encouraging users to select their preferred level of metadata removal. Organizations are capable of setting tailored metadata management protocols for their workforce, which can be adjusted based on individual roles or departments to meet unique requirements. Moreover, the tool integrates smoothly with popular email and document management systems, thereby boosting overall compliance and efficiency throughout the firm. This holistic strategy ensures that law firms can uphold both security and operational productivity in their document management practices while fostering a culture of awareness regarding metadata handling among their employees.

While text searches provide a level of convenience, they often struggle to locate text within image-based PDFs or scanned documents in your document management system—unless you leverage the power of Symphony OCR®. This cutting-edge technology guarantees that every document is converted into a text-searchable format, significantly enhancing your ability to find exactly what you need when you need it. Symphony OCR seamlessly incorporates OCR technology into any document uploaded to your system, making scanned files, including PDF and TIFF formats, e-faxes, email attachments, and even older archives searchable. After documents have been processed through OCR, finding them becomes as simple as entering keywords. Furthermore, this tool allows you to easily select, copy, and paste text, eliminating the need for tedious retyping. In the competitive landscape of OCR software, Symphony OCR distinguishes itself as a frontrunner. Its effortless functionality constantly monitors both current and newly uploaded documents without requiring any manual intervention, promoting efficiency and dependability. By implementing Symphony OCR, you can revolutionize the management and retrieval of your documents, streamlining workflows and improving productivity across your organization.