Worldox Reviews

Pros

The app is built very professionally and does a generally solid job of managing documents!

Cons

Searching and filing data could be better and filing recovery is also an issue.

Pros

Getting comfortable with the software doesn't take long at all and the interface is simple enough to pick up pretty quickly.

Cons

A downside is that there's no helpful way to create folders or organize things within each section so it can start to feel cluttered and hard to manage.

Pros

After many years of using this software our firm now has more than 15 years of data stored in it and it handles that large database well. Documents are easy to pull up whether they're organized by client or matter number or located through search. The search terms are more basic compared with the boolean or terms and connectors options that newer programs offer but in most cases I've still been able to find the right templates and examples when I need them.

Cons

One drawback is that the interface doesn't feel very accessible or attractive. When I first started I needed a one on one training session with our rep just to get comfortable with the basics and I still haven't had the chance to dig into the more advanced features.

Pros

Bringing in new clients and matters from the directory structure is very simple and it also makes searching for files and locating them quick and convenient.

Cons

The indexer is not flawless and will occasionally crash without any warning which can cause problems with search although restarting it usually gets everything working again.

Pros

It handled several parts of contract drafting well. While it was never really a contract management or document storage database it did make the drafting process fairly convenient.

Cons

This was not a good system for storing completed documents or retrieving them efficiently. Other than that there is no proper uninstall process so even years after cancelling, terminating the service and removing it from the network, it can still stay tied into your system. It's incredibly frustrating to deal with software that already failed to meet expectations only to keep running into Excel and Microsoft issues years later because of hidden macros blocking normal use and not being traceable in the system. They also provide no real help when it comes to fully removing the software.

Pros

One of the best things about the software is the set of built in features it can add into other programs including Microsoft Word. A good example is the drafting tool which helps younger attorneys trim down overly wordy language and that is extremely useful during the early stages of drafting.

Cons

I would not really describe this as a true drawback of the software but like most document storage platforms the search function still has room for improvement.

Pros

Working with this product has been pretty easy and it does a good job of keeping all of our company's files organized. Managing documents is simpler because the built in search lets you quickly find what you need right inside the software.

Cons

Saving documents tends to take longer with this software since you have to enter the document type and also select a category every time.

Pros

Getting started with this system was very easy and using it day to day has been simple as well. It gives people the tools they need to build really good websites.

Cons

Since it is a single source CMS it needs to be secured and protected properly.

Pros

It's been especially valuable how much the software can be customized to match our firm's specific needs. We've also stayed with it through several versions over the years having used it continuously since 2003.

Cons

The one thing I still wish it included is encryption for data at rest.

Pros

Having all documents stored in one place works really well and searching for what I need somtimes is pretty simple.

Cons

It isn't especially user friendly across the board and getting comfortable with it takes quite a bit of time and effort.

Pros

Using this has been a real time saver especially when working with templates and form letters. It's very easy to use and I can quickly make a copy of a file and revise it as a new document without any trouble. It's also really useful for saving emails and for adding documents or attachments into emails.

Cons

One small annoyance is that when I need to upload a file into an email it always defaults to this. At times the file I need is sitting on my desktop instead of in the softwae itself so it adds a couple of extra steps. It's not a major issue but it can cost a little extra time.

Pros

Pulling up whatever document I need is really convenient and I can work on it, save it back and have everyone else see my updates right away.

Cons

Starting off can feel a little confusing at first. It's not really the kind of program you can just jump into immediately.

Pros

People on my team say this software offers a lot of useful services and capabilities.

Cons

The system feels outdated and runs slowly and it really could use a visual refresh.

Pros

Using it day to day has been fairly easy. Storing documents is simple and finding them again later is usually no trouble. It works really well for our legal office!

Cons

Sometimes the search results miss documents I would expect to see. The processing speed can also feel slow.

Pros

One thing that really stands out with this software is how well it handles large amounts of data across our network. It has also consistently received timely updates and those improvements have helped make the overall user experience better.

Cons

The biggest challenge with this software is how complex it can feel. New users usually need quite a bit of time to learn the required processes. On top of that the document categorization could be better especially when it comes to more detailed sub-categorization.

Pros

Something that really works well is how it ties into our file system and other software which makes document management feel much more organized and logical. The versioning tools are especially valuable and have been incredibly useful for keeping track of document changes. Security also seems solid with good levels of control so only the right people are able to access sensitive files.

Cons

At the same time it can be surprisingly hard to figure out how to complete certain tasks. The help feature doesn't provide as much guidance as it should and because the software depends on affiliated service providers for setup and training, it can become fairly expensive when issues come up. Recovering documents also isn't as simple as it should be.

Pros

Having used two different versions of the software both worked really well for keeping every file together in one central location. We were able to avoid storing anything locally and relied entirely on the cloud to manage everything including some fairly large files.

Cons

It can get a bit awkward when files aren't tagged properly. If the labeling isn't done consistently finding something can feel like searching for a needle in a haystack.

Pros

Using this program has really pushed our business to be more organized and keep everything in one central place. Everyone can now locate the documents they need without the usual trouble. It also offers several ways to search for a file so even if something was filed incorrectly there's still a good chance of finding it another way and putting it back where it belongs.

Cons

A frustrating part is customer service. When you call you usually have to leave a message and wait for a callback instead of talking to someone immediately. That can be a problem when an issue needs urgent attention.

Pros

At our law firm this has been really helpful for giving everyone across the office access to shared files. It does a good job of keeping each case separate and it also makes it clear how different matters are organized within client files. One feature I especially appreciate is the Project option inside a client matter. It lets you keep multiple files related to one specific topic together in a single folder which is very useful.

Cons

If you want files to stay saved within a Project you also have to save them outside of that Project and that really bothers me about this software. It would be better and won't take up much space if saving the file only within the Project were enough.

Pros

A feature that really helped when using this was the search tool. Being able to limit a search to a specific parent folder or subfolder and also search by a term in the title or name field made it very practical. I ended up relying on the search function almost every day!

Cons

A significant downside we ran into was not being able to customize subfolders for only certain clients. Whenever a subfolder was created for one client it automatically had to exist for every client in the system. Since we came from a setup where folders could be customized and multiple subfolders could be added however needed for each client adjusting to a single standardized structure for everyone was challenging. There are benefits and drawbacks to that approach. The advantage is that all subfolders stay consistent and uniform but the downside is that sometimes a matter needs custom folders because the issues in one case do not apply to another. Because of this we had to keep subfolders fairly broad so they would work across all clients and that was one reason we depended on the search function so heavily to find documents.