If you are using a Windows Folder Structure, instead of Worldox, Click here. Step 1: In Worldox, go to Help –> About Worldox Step 2: Make Note of the Mirrored…
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Back in the day, Worldox was one of the most popular legal document management systems for law firms. It was easy to use and had a lot of features that…
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In a previous iteration of our company, we supported Amicus Attorney, PCLaw, TimeMatters, and Worldox. Those were all on-premise software solutions. You would purchase a software license per user for…
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You should be using a legal Document Management Software (DMS) like NetDocuments for a variety of reasons. Just download our White Paper on Why you Need Document Management Software to…
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When firms leave Worldox sometimes they decide not to migrate everything to NetDocuments.The last firm I worked with had been using Worldox for 20 years and decided they only wanted…
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Over the years, it has been my experience that there are no single solutions for lawyers. The Modern Law Firm will be built by finding software and connecting it to…
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NetDocuments offers a search engine that adapts to your needs, no matter what type of hardware you're utilizing. This means they can be accessed from anywhere with an internet connection…
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When comparing on-premise software like Worldox to a pure cloud-based program like NetDocuments, The on-premise software often will look cheaper. On-Premise software like Worldox has a high one-time cost and…
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Can we stop pretending that all of one software is an option for lawyers? Please wait for it… Jack of All Trades, Master of None Slick marketing has led attorneys…
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I get this call about once a month. "Hi, Craig! My name is Lisa Smith and I work at Some Big Firm." A group of attorneys has figured out that…
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"At least 30,000 organizations across the United States — including a significant number of small businesses, towns, cities and local governments — have over the past few days been hacked…
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A couple of years ago, I was working with a criminal defense law firm moving to NetDocuments, a cloud-based legal document management system (DMS), and they happened to have tons…
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As new technology rolls out each day, it becomes a race between the good guys and the bad guys - with security experts on one side of the ring and…
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To figure out how much a document conversion costs, we need to know how many documents you have. This method is for a windows folder structure. If you have Worldox,…
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In a 2018 Legal Technology Survey Report, 23% of attorneys and law firms experienced a data breach. Cybersecurity issues have been a significant concern for law firms as they try…
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Companies and individuals are often targeted by hackers via spoof emails that are cleverly designed to look they were sent by a legitimate bank, government agency, or another official organization.…
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I am not an attorney, so you might want to read this article for more guidance. Having helped hundreds of lawyers move firms, here is a chronological checklist that describes…
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Many law firms benefit from document management software because it organizes the often massive swathes of data they hold on their clients. But some practices still hang on to old…
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Are you worried about your documents being targeted with the Cryptolocker Virus or a similar type of Trojan Horse ransomware? That's completely understandable, and you are not the only attorney…
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It’s only natural to want to use the default ‘admin’ account on your Windows PC. For one thing, it’s automatic – and it also offers more user options. On the…
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The legal software market is expected to grow to $1.2 billion by 2024. This means that there's a wide range of legal software solutions for law companies to choose from…
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The document management software market will be worth $6.73 billion by 2023 - why? Because continuous management of electronic records is becoming the backbone of our financial and legal systems.…
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Step 1: In WordPerfect go to Tools –> Settings --> Files Step 2: Under Default Template open up the folder Step 3: Browse to the Custom WP Template Folder and…
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When you are using NetDocuments or Worldox you want PDFs you view online to open on the desktop and not in the browser. Worldox and NetDocuments have plugins that allow…
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Desktop vs. Laptop You want to be buying laptops. As technology moves to cloud-based systems, the ability to work anywhere is pretty compelling. In most scenarios, all your attorneys should…
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You used to need one, but you might not need one anymore. I used to pitch that you would need to buy a Small Business Server from Dell which would do…
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A. WordPerfect It still exists and it works great, but they are many drawbacks to using it. · Newer employees have never used it · You already own Microsoft Office…
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Forty-three percent of C-level executives say their biggest security threat is negligent insiders or employees*. *http://www-935.ibm.com/services/hk/en/it-services/data-breach/data-breach-statistics.html The keyword here is ‘negligent’, meaning they accidentally screwed up. The next threat is…
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Windows 7 is a great operating system, I prefer it to Mac OS, and I use my MacBook Air all the time. If you were using a Windows Tablet, you…
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Intro One of the main goals of Document Management Software is to move you away from looking for files in nested folders. If you wanted to see the menu for…
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In 2005, I was installing Worldox for a law firm in Gulfport, Mississippi. Installation, training, and roll out went fairly smoothly, however about a week later I started getting calls that…
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In the examples in our first post, I would make all the fields required, which means that a user has to choose something in all fields or they cannot save a…
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Most PDF’S are completely unsearchable, because they were created by a scanner—as opposed to being converted to PDF from, say, Microsoft Word. People don’t realize this, but if you scan a…
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In Part 1 of how to Setup Document Management Software we discussed Required Profile Attributes, Part 2 covered common the Non Required ones. In Part 3 we will cover labeling email, using keys versus…
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As a Document Management Consultant, I found the hack of Mossack Fonseca very fascinating. Not because the wealthy were setting up tax shelters in foreign countries (duh), but how a…
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When someone wants to hack a password, the first step will be a dictionary lookup attack, which means that multiple words from the dictionary are entered as the password. This…
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The ability to encrypt email has been around for a while; however, it was always hard to do. Let's face it, most Lawyers are not going to use open source…
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Naoki Hiroshima owned the Twitter account @n, which was in high demand. He would get offers of up to $50,000 for its purchase. It was so in demand that a…
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On my MacBook Pro, I have standard and not admin rights. I have the same setup on my PC. Administrator Access has the ability to install new software and viruses…
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Optiable helps firms migrate to both of these products so we have no dog in the fight. The cost is pretty much the same for each service so we use…
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Back in the day, you would buy a copy of Microsoft Office at the store, insert the DVD and it would install it. A few years later, you would buy…
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I was in Colorado this past week for a conference. During some downtime, I sent one of my speaking partners a couple of links via DropbBox to the updated presentation…
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Thinking about moving your data into the cloud? There are some good options to choose from, but there are also a couple of lemons. When choosing what provider to use, make sure…
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