As we kick off a new year, we’re thrilled to announce our latest integration as we welcome Worldox to the CARET Legal family!
Since breaking with tradition and starting the next-generation cloud practice management movement (what we refer to as Cloud LPM 2.0) nearly six years ago, CARET Legal has helped tens of thousands of legal professionals work more efficiently, creating a synergistic solution that helps rid firms of disjointed applications for matter and financial management.
As we kick off a new year, we’re thrilled to announce our latest integration as we welcome Worldox to the CARET Legal family! With this new union, Worldox users can now access all of their Client and Matter files right through CARET Legal, eliminating the need for them to toggle between applications when working on matter-related files. This new integration gives CARET Legal and Worldox users the following interoperability between the two platforms:
When working in CARET Legal, Worldox users can simply click on the dedicated Worldox icon and access the Worldox dashboard – no need to log in to two separate platforms and bounce between them as you work throughout the day.
When working within CARET Legal, your Worldox interface will look exactly as you’ve come to know it in Worldox – no need to master a new document management system. In this section, you can perform advanced searches and quickly find files stored within Worldox.
When creating a new Matter in CARET Legal, users can easily link it to a corresponding Matter (and appropriate cabinet) within Worldox or add a new Matter in Worldox.
User-based permissions remain whether firm members are working within Worldox or CARET Legal, ensuring that the viewing/editing of documents is limited on a need-to-know basis.
We recently showcased this integration during a Worldox webinar. Watch the recording online.