Affinity Consulting Blog


Summer months can sometimes be slower. That is a great time to look under the hood and see how to give some of your software and processes a tune-up. It is also a great time to conduct a review and roll out needed training. It is a good idea to do this with your software every year or two so you can maximize your investment and retrain your team about not only how to use the program, but also remind folks about important protocols within your firm. How many times have you purchased a software program just to find that a year or two later people aren't using it as everyone had hoped? Everyone has good intentions, but there are features of the program never touched or perhaps now there are even "messes" within Worldox that need to be cleaned up.

World Software has announced that the long-awaited Indexer as a Service (IaaS) offering is now ready and is going to be packaged into the latest Worldox GX4 update, WDU10. While we will explain below more about the benefits of running your Indexer program as a service, we must first caution you from updating your site without proper guidance and planning beforehand. The indexer as a service will automatically install after the update and start running in a semi complete state, while it waits for further configuration. If the Indexer is not configured properly, after the update, the text and profile databases along with any other scheduled jobs will cease to update or run. It is for this reason that we want to caution you from updating Worldox without understanding how to configure the new software first.

When Worldox updated their program from GX3 to GX4, they simplified the save dialog box. For the most part, the improvements were great (i.e. adding Categories, etc.). However, one feature almost universally missed was the drop-down list of recent long name descriptions. This caused heartburn for many people because they used this to promote consistent naming and to save time in naming files.

Good news! Its back! As is true with Worldox historically, the company truly listens to its customers, ... and they really do care. It is difficult to please everyone, but Worldox really does try, and they are nimble enough to make things happen.

Unfortunately, most legal documents are drafted using an approach that involves a high margin for error. Specifically, most lawyers simply find an existing document they previously created for a similar client or purpose, save it as a new file name, and start making changes to it.

This approach is unquestionably better than starting from a blank page and ignoring existing content. However, the approach suffers from significant drawbacks:

One of the keys to a great DMS is the active participation of your entire firm within the system. Of course, we've been doing DMS for almost 20 years now, so we know the excuses people use to work around the system.

Because of that, few of our most common NetDocuments philosophies that address those excuses

Wouldn’t it be nice if you could search the existing search result that you have in front of you? In other words, you run a search and you would like to drill down further by searching that search result. You now can.

To make this easier, we recommend creating a search template and a bookmark for this search, and call it “Search Current List”. Have your Worldox Manager do this so the template and bookmark can be saved as a public search template and bookmark. Here are the steps:

  1. Run a search in your main matter cabinet/profile group (i.e. all docs in the XYZ matter – this could be done via direct access or a search template).

World Software Corporation announced significant enhancements to their Worldox Web Mobile solution at this year’s ILTA conference. Together, in a growing partnership with Workshare, Worldox Web Mobile has been upgraded and rebranded to Worldox Connect. Some exciting features are available in this new product.

Traditionally, Worldox Web Mobile has been a stand-alone offering that provides firms the ability to access their documents while on the go via an iPad, iPhone or any web enabled browser. World Software and Workshare have collaborated to make this offering one that’s hard to refuse.

Moneyball Analytics - Building a Data Driven Practice (or What Law Firms Can Learn from Sports)

This month’s educational webinar is Moneyball Analytics. Moneyball Analytics is based on the book Moneyball, The Art of Winning an Unfair Game by Michael Lewis. The book became the basis for the movie Moneyball, which told the story of the 2002 Oakland A’s. Limited by a small market, competition from a more successful team just across the bay and one of the smallest payrolls in baseball, the A’s nevertheless fielded a team that made the playoffs for two straight years. They A’s accomplished this by making decisions based on data.

Often we find ourselves working on several different matters for the same client. When your NetDocuments workspaces are defined by both the client and the matter, as many are, it can be more difficult to find a specific document that you are looking for as you try and recall exactly which matter the document was saved to.

To overcome this, while looking at the workspace for a specific matter and client, simply click on the Advanced Search button.

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