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Worldox Connectors

Worldox Connectors make it even easier to integrate Worldox with the technologies you already use. Using them, you can give your people even more complete and reliable access to crucial knowledge… while at the same time reducing costs, streamlining administration, and improving the accuracy and consistency of the knowledge you possess.

wd for Elite Connectors: Integrating with Elite practice management

wd for Elite Connectors makes it easy for law practices to use the same structures and organization for both Thomson Elite practice management and Worldox document management. It lets you establish and update links between Elite and Worldox quickly and reliably, with just a few mouse-clicks. Choose any of all of these three wd for Elite Connectors based on your specific needs:

wd for Elite Connector 1:

  • Automatically transfers new client and matter codes from Elite’s Time & Billing System to Worldox, keeping both systems synchronized

wd for Elite Connector 2:

  • Creates Microsoft Outlook drag-and-drop folders for every client and matter you’ve defined in Elite (i.e. “My Matters”)
  • Uses Elite’s client, matter, and attorney profile data to automatically create Worldox Quick Profile templates for copying, moving, and saving files, and for generating Worldox bookmarks – allowing new information to be profiled far more rapidly

wd for Elite Connector 3:

  • Automatically populates Worldox retention fields with information from the Elite records management system, simplifying automated archiving or the deletion of documents stored in Worldox

See the Elite Connector Demo

wd for SQL Connector: Sharing Worldox data with SQL systems

Want to use information from your Worldox GX data store in your external, SQL-based business or reporting applications? With wd for SQL Connector, it’s easy. You can:

  • Access any Worldox GX document profile information via SQL scripts from any SQL-based and ODBC-compliant application
  • Drive more business value from both Worldox GX and business applications such as customer information and practice management systems

See the wd for SQL Demo

Worldox Client Matter Connectors for Juris and Omega

When the connector runs it will query the billing system according to the configured parameters and will update the relevant Worldox profile tables directly via the Worldox API so that new or updated client and matter information is available to the users with the minimum of delay



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