Worldox Integrations

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.

Foxit PDF Editor allows you to edit, view, create, organize, share, collaborate, secure, OCR, export and esign your PDF documents. Suitable for both SMBs and Enterprise, across desktop, mobile and web-whether you’re at the office, home or on the go. Affordable and easy to use with a low learning curve, which is perfect for remote workers and global companies, who can share, collaborate and provide feedback 24/7, anywhere in the world. Foxit PDF Editor is suited for individuals and groups who have to create, review, edit, manage, share and secure PDF documents. Foxit PDF Editor+ offers additional features, including editing, collaboration and security capabilities which are often required in larger sized companies.

LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows. Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office financials and reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

DocStyle can convert any PDF file into Word and style it in one process using Intelligent Formatting Recognition. This process is designed to identify and format content to create a structured Word document that can be edited and modified. DocStyle can also style Word documents automatically, reducing the time-consuming cleanup.

We offer hosting and specialized assistance tailored for your legal software and practice management needs. Our services include complete data encryption, support for multi-factor authentication, and the use of redundant data centers. Choose between user-friendly cloud storage solutions or advanced Document Management software. Your team can collaborate in a secure virtual desktop environment, ensuring everyone has a unified cloud workspace with easy access to legal applications, documents, and emails. Uptime Practice comes equipped with the latest Microsoft Office suite for your entire staff, along with a reliable business-grade Exchange Email service. Experience secure and accessible cloud storage designed for your entire firm, enabling you to retrieve firm and client documents from anywhere. The Uptime Practice plan will be meticulously tailored and optimized to host the essential software you depend on, while we take care of all the necessary support and manage updates for your law firm’s software needs. With our comprehensive services, your firm can focus on delivering exceptional legal services without the worry of technical issues.

The courts issue notifications regarding new filings at all times of the day. However, these notifications serve merely as alerts; to access the actual filings, your team must navigate through multiple hyperlinks, followed by the tedious process of manually downloading, labeling, and distributing the required documents. You can effortlessly oversee and organize all litigation efforts across various offices, practice groups, and case teams through a unified portal. This system captures every federal filing from your firm, along with relevant metadata, and systematically archives them in the appropriate workspace within your document management system or experience-capture platform. With PacerPro Manifold, you can create an extensive repository of your federal court information, enhancing your firm's ability to leverage its collective expertise and streamline its legal operations for improved efficiency and collaboration.

BigHand Metadata Management serves as an essential tool for law firms aiming to sanitize legal documents, effectively managing files in Word, Excel, PowerPoint, PDF, and various media formats throughout different stages of their workflow. This innovative solution empowers users to automate the process of metadata elimination, customize diverse levels of metadata oversight, and safeguard team members from inadvertent breaches of confidentiality that could lead to serious business repercussions. Teams are provided with a unified view of all metadata through a single panel, where they can establish global configurations and disseminate them to all users seamlessly. Users will receive notifications to clean documents before they are shared externally, triggering a panel that prompts them to choose the desired degree of metadata removal. Moreover, organizations can tailor specific settings for different departments or individuals to address unique needs effectively. Additionally, the tool integrates flawlessly with widely used email applications and document management systems, enhancing overall efficiency and security in document handling. With these features, BigHand not only streamlines compliance but also fosters a culture of diligence in managing sensitive information.

Text searches offer convenience, but they fall short when it comes to identifying text within image-based PDFs or any documents that have been scanned into your document management system—unless you utilize Symphony OCR®. This innovative solution ensures that every document becomes text searchable, streamlining the process of locating precisely what you require at the right moment. Symphony OCR automatically integrates OCR technology into documents uploaded to your document management system, rendering them text searchable. This functionality extends to scanned documents, including PDF and TIFF formats, e-faxes, email attachments, and even older files. Once documents undergo OCR processing, you can effortlessly search using keywords to locate them. Additionally, this tool enables you to select, copy, and paste text from the document, saving you the hassle of retyping. In the realm of OCR software, Symphony OCR stands out as a leader. Its seamless operation means that it consistently monitors both existing and newly added documents without necessitating any input from you, ensuring efficiency and reliability. With Symphony OCR, you can transform how you manage and access your documents.