I just returned from a three day certification class in Worldox GX3, the latest version of World Software’s powerful document management system. The class, taught by Rob Nagy who runs Professional Services, was excellent and thorough, as always. What impressed me is the commitment that World Software is making to the consultant channel. President Ray Zwiefelhofer opened the first session with a presentation on the state of the company and a look at plans for the near future. World Software is a privately held company that plans to stay privately held, in order to keep control of its offerings. It prides itself on careful rollouts of new offerings and upgrades, and has stellar technical support.
With Worldox GX3, World Software is addressing the need for access to documents from anywhere, whether in the office, at home, or while traveling. The Worldox GX3 product line includes Professional, the traditional networked version; Cloud, hosted by World Software, with access anywhere; and Enterprise, similar in architecture to Cloud, but hosted on the law firm servers. Worldox GX3 Enterprise and Cloud will look and feel like Worldox GX3 Professional, with nothing being sacrificed or changed from a user perspective to work as a web-based application. Enterprise and Cloud will address firms of all sizes, allowing World Software to compete for large firms. We saw Enterprise in action at the class and it was just like working in the familiar Professional version.
The company will continue to offer the convenient Web/Mobile product with its free iPad app, either hosted on law firm servers, or hosted by World Software.
Worldox GX3 Professional was released in March to new installations, and GX3 upgrades will be released on a staggered basis to existing installations. There are several important improvements in GX3. First, the company has included ISIS 9 as an option for text indexing large document stores for sites with more than 1 million documents. There are overall speed improvements in GX3. There is a new enhanced navigation panel that makes it very easy to share projects, view bookmarks, and profile groups. A new Favorite Matters option in the navigation panel shows the list of the 20 most recently accessed client/matters. This list is automatically created by Worldox without a user having to tag the matters. The toolbar button bar can now be customized by individual users. Unneeded functions can be hidden, providing a customized user interface aimed at reducing keystrokes and increasing productivity.
Again, the advantages of a powerful document management system were on display: full text indexing of emails and of attachments to emails, enforced saving to the document management system, and fast, easy saving of emails in Outlook. With Worldox GX3, World Software continues to offer a reliable, affordable and powerful document management system, with a spectrum of offerings from Professional through Cloud.
Jack Schaller has been active in the field of law office technology since 1989, and has worked with a variety of commercial accounting, legal billing, practice management, and document management software products during his twenty plus years in the software consulting field. During his tenure as a software consultant he has garnered many sales and service awards for his work with legal software products. Jack is a frequent presenter at legal conferences and seminars, and is a regular contributor to TechnoLawyer and other technology publications.