Worldox GX4 Reviews & Product Details

I like that worldox has all of our clients in one place. It also allows for us to easily share files and such within our firm safely Review collected by and hosted on G2.com.

It’s archaic and slow and a mess and doesn’t really make sense. I find it very difficult to use, especially when looking for client info Review collected by and hosted on G2.com.

I was able to find the documents I needed in the system if searched for correctly Review collected by and hosted on G2.com.

Was separate from email which could be a plus in some aspects, but made it a lot more difficult when moving documents over to the worldox system Review collected by and hosted on G2.com.

I like the organization it offers -- it is like a virtual filing cabinet. Review collected by and hosted on G2.com.

It is somewhat hard to use, sometimes deletes files randomly (that could also be our server - AirDesk?) and is a little "clunky." Review collected by and hosted on G2.com.

Useful features, functionality, intuitiveness Review collected by and hosted on G2.com.

Clunky system, very slow at times, a dinosaur Review collected by and hosted on G2.com.

I like that it's a fairly simple filing system that is provided in Worldox. I like that all of the files are easily searchable and archivable. Review collected by and hosted on G2.com.

The interface could be better and more up to date. I also dislike the way that it interacts with other various programs that are on the computer, for example I often have trouble closing a Word document after it has saved and uploaded to Worldox. Review collected by and hosted on G2.com.

It's pretty straightforward to use if you've ever used other legal document management systems. Review collected by and hosted on G2.com.

Folder naming limitations, which is offset by adding a description to the folder. Review collected by and hosted on G2.com.

Worldox allows our practice to easily manage our vast collection of documents throughout the firm. Its integration with our various software programs (Notably MS Office Suite) allows our users to be able to save documents directly into the platform. It allows for multiple layers of organization including profiling files by client, matter, doc group, doc type, author, versions, comments, relationships, projects and applied custom categories. This along with an OCR based search tool allows our users to easily locate files in document intensive cases or throughout the firms entire database. In particular it works extremely well with Outlook and is very accurate when saving emails in predicting how it should be profiled based on its content & similar recipients/subjects to help speed up the process which as users of other programs know is tedious but necessary. Review collected by and hosted on G2.com.

There are a few issues we have come across in relation to preference of functionality within the platform that we have brought to the attention of their support team at a Worldox Users Conference and we were able to have some issues resolved immediately and a few others put onto a client wish list for future roll-outs. The main function we would still like to see is that there is no way to use filters conjunctively but instead only like an OR search which produces more documents and narrows significantly less than an AND search. Granted these searches are still able to be done via the search tool, just not in filters at this time which can speed up navigation while working within a large matter. Regardless we are very pleased with the overall functionality as well as Worldox's commitment to quickly addressing and implementing our suggestions and requests. Review collected by and hosted on G2.com.

The product is pretty simple to use. It is also fairly simple to maintain on the admin side. Review collected by and hosted on G2.com.

Support is not the best. A lot of times it takes several emails back and forth (and so several hours of time), with the tech giving you the run around, before you can get them to actually take a look at the issue. Review collected by and hosted on G2.com.

The best feature of Worldox is the ability to have multiple filing 'cabinets' with multiple folders. It's very nice having the ability to breakdown your filing system into very specific categories. Review collected by and hosted on G2.com.

For a first time user, it can be a bit overwhelming with all the tabs and options. Once a user gets used to the system, it's much easier to understand and enjoy. Review collected by and hosted on G2.com.

Worldox is a stable document management system (DMS). Support is always quick and most of the time able to solve our issues. Easily find files with text search, DOC ID number or any other profile information. Ethical walls and system administration are pretty intuitive. Favorite Matters is a great way to quickly find all files for a particular client. Review collected by and hosted on G2.com.

GX4 doesn't have the capability to easily share files with clients. We can email the documents, but no Extranet at this time. Review collected by and hosted on G2.com.