“We find Worldox very useful and indispensable in our daily document management as it possesses the unique Categories feature. It allows us to quickly obtain the most updated status of each document and email saved in Worldox, so that we would know which ones we need to follow up with …

“The move to Worldox Cloud was undertaken to utilize the improved technology of Worldox. Client confidentiality and data security were of the utmost importance. We were immediately comfortable accessing client data through Salesforce and Worldox Cloud, so the transition was smooth once we started to access data directly through Worldox.”