Affinity Consulting Blog


We received a number of calls from clients over the past few days regarding the latest Worldox software update that includes Indexer as a Service (IaaS). As such, we thought it would be beneficial to clarify a few things. Last week, World Software announced that the long-awaited 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 want to 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 (i.e.,scheduled imports of new client matters) will cease to update or run. It is for this reason that we want to caution you from updating Worldox without first understanding how to configure the new software.

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.

Electronic data…it is everywhere and has made its way into our everyday lives – including evidentiary investigations. Whole industries are forming around mining it, investigating it and protecting it. E-discovery is a quickly evolving tool that is proving to be a valuable source of evidence in criminal and civil litigation. But, e-discovery has a reputation for being time-wasting and expensive. Do you know enough to use it well?

Our year-long Thought Leadership Webinar Series continues next week with Brett Burney, Principal of Burney Consultants LLC . Brett focuses the bulk of his time bridging the chasm between the legal and technology frontiers of electronic discovery. Law firms seek out Brett’s expertise to solve their troubling questions about litigation support software and e-discovery challenges. In this session, you’ll get the benefit of hearing Brett’s top 5 e-discovery “gotchas” and how you can avoid them.

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.

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