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“How to” articles, tech trends, reviews, and more
How to Determine how many files you have in Worldox
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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The Number 1 Call I dreaded getting from my Worldox Customers
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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The Myth of the Poison Pill for on-premise software
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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How to Organize your Documents without Document Management Software
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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Exporting Documents out of Worldox to a Windows Folder Structure
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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Its all about the Integrations, Why NetDocuments is the Clear Winner
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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Worldox Search vs NetDocuments Search
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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What is the True Cost of Running Worldox On-Premise
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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Jack of All Trades, Master of None
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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Don’t Get Burned by the Fake Cloud
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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How to get Hacked: Just Keep it On Premise
"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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How to store confidential videos about your client on the Cloud
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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The Importance of Patching your Computers and Software
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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How to Determine how many files you have in Windows
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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Why everyone in the legal profession needs to use a password manager
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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How to Spot a Spoof Email
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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Moving firms while using a Document Management System
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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Why Document Management Software Beats a Windows Folder Structure
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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You Can’t Get Ransomware with NetDocuments, a true* Cloud-Based Document Management System
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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Here is the simplest Method That is Helping Law Firms Not Get Ransomware
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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Get Rid of Your Law Firm’s Server Once and For All
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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What You Should Know About Version Control in Document Management Software
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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Integrating Worldox with WordPerfect
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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The Correct way to view pdfs online when using Document Management Software
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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How to pick a Computer for your Law Firm
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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Does your Office still need a Server?
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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Generic Software need to run an Office
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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Law Firm Security: 6 Steps to protect your Law Office from Rogue or Careless Employees
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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How to Survive Windows 8/10
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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How to setup Document Management Software Part 1/3: Required Profile Attributes
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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How Symphony OCR Can Help You Search
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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How to setup Document Management Software Part 2/3: Non Required Profile Attributes
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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Symphony OCR is now Available for NetDocuments
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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How to setup Document Management Software Part 3/3: Other Considerations
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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Was Mossack Fonseca using their own crappy Document Management Software?
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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Law Firm Security – How crucial is a Password Manager?
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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Law Firm Security: How hard is Email Encryption?
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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Law Firm Security: Why 2 Factor Authentication can save they day
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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Law Firm Security: Why you should never use an Admin Account
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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Office 365 or Google Apps
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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Using Office 365? You need to understand Click to Run
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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