CARET Legal + Worldox
The Perfect Solution for Efficient Matter and Document Management
Many firms cite document management as one of their biggest operational challenges, spending far too much time trying to find the right filles and efficiently collaborate with colleagues. CARET Legal was developed to help firms master the organization of all matter-related information and streamline operations. When it comes to document management, there’s no one-size-fits-all approach which is why we’ve partnered with Worldox, one of the industry’s-leading document management solutions, giving firms ultimate control and enhanced accessibility when it comes to matter documents.
With this best-in-class integration, Worldox clients can easily access the Worldox dashboard and all of their documents without ever leaving CARET Legal.
With this integration, users can take advantage of the following interoperability between the two platforms:
- Link existing CARET Legal Matters with Worldox Matters (and the appropriate cabinets)
- Create additional Worldox Clients and Matters directly in CARET Legal
- Upload or download documents and perform advanced searches of files within Worldox
- Carry over user permissions from Worldox