Worldox
Worldox is a document and email management software designed for legal, financial, and other professional services firms. It helps organize, store, search, and share documents securely in a central repository.
document-management
email-management
legal
financial
professional-services
Worldox: Document and Email Management Software
A centralized platform for organizing, storing, searching, and sharing documents securely, designed for legal, financial, and professional services firms.
What is Worldox?
Worldox is a document and records management system designed specifically for law firms, accounting firms, financial advisory firms, healthcare organizations, and other professional services organizations that handle large volumes of documentation and emails.
Key features of Worldox include:
- Centralized document repository - Store all files including documents, emails, scans etc. in a secure central database that can be accessed by staff firm-wide.
- Document profiling and indexing - Documents are given searchable profiles to enable fast search and retrieval.
- Access controls - Set granular controls over who can access, edit, share documents.
- Email management - Emails can be saved directly into Worldox from Outlook and easily searched.
- Security and backup - Encryption, access logging, revision tracking and backup tools protect documents.
- Mobility - Access the document repository remotely from anywhere via web and mobile apps.
Worldox helps law and professional services firms organize documents and emails securely in a searchable central database instead of having them scattered on individual machines and drives. It improves productivity and collaboration for these document-intensive industries.
Worldox Features
Features
- Secure document storage and management
- Email integration for archiving and searching emails
- Full-text search capabilities
- Version control and document history tracking
- Access control and permission management
- Automated file naming and organization
- Integration with Microsoft Office and other productivity tools
- Remote and mobile access to documents
Pricing
- Subscription-Based
Pros
Robust document management capabilities
Streamlined email archiving and retrieval
Improved document security and compliance
Enhanced productivity and collaboration
Customizable to fit the needs of different industries
Cons
Can be complex to set up and configure for larger organizations
Relatively high cost compared to some other document management solutions
Limited integration with cloud-based storage and collaboration tools
Official Links
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