Affinity Consulting Blog


Wouldn’t it be nice if you could search the existing search result that you have in front of you? In other words, you run a search and you would like to drill down further by searching that search result. You now can.

To make this easier, we recommend creating a search template and a bookmark for this search, and call it “Search Current List”. Have your Worldox Manager do this so the template and bookmark can be saved as a public search template and bookmark. Here are the steps:

  1. Run a search in your main matter cabinet/profile group (i.e. all docs in the XYZ matter – this could be done via direct access or a search template).

World Software Corporation announced significant enhancements to their Worldox Web Mobile solution at this year’s ILTA conference. Together, in a growing partnership with Workshare, Worldox Web Mobile has been upgraded and rebranded to Worldox Connect. Some exciting features are available in this new product.

Traditionally, Worldox Web Mobile has been a stand-alone offering that provides firms the ability to access their documents while on the go via an iPad, iPhone or any web enabled browser. World Software and Workshare have collaborated to make this offering one that’s hard to refuse.

Moneyball Analytics - Building a Data Driven Practice (or What Law Firms Can Learn from Sports)

This month’s educational webinar is Moneyball Analytics. Moneyball Analytics is based on the book Moneyball, The Art of Winning an Unfair Game by Michael Lewis. The book became the basis for the movie Moneyball, which told the story of the 2002 Oakland A’s. Limited by a small market, competition from a more successful team just across the bay and one of the smallest payrolls in baseball, the A’s nevertheless fielded a team that made the playoffs for two straight years. They A’s accomplished this by making decisions based on data.

Often we find ourselves working on several different matters for the same client. When your NetDocuments workspaces are defined by both the client and the matter, as many are, it can be more difficult to find a specific document that you are looking for as you try and recall exactly which matter the document was saved to.

To overcome this, while looking at the workspace for a specific matter and client, simply click on the Advanced Search button.

We can confirm that earlier this month the US investment fund, Clearlake Capital, reached an agreement with NetDocuments to purchase a stake in the company and to provide further capital to continue the amazing growth of NetDocuments over the last few years.

You can rest assured that there are no changes to the management structure of NetDocuments, with Matt Duncan still retaining his position as CEO, and Alvin Tedjamulia as CTO.

“We are thrilled to partner with Clearlake to accelerate growing the company, both organically and through acquisitions,” said Matt. “Clearlake’s substantial resources and deep software investing experience will help us to continue delivering best-in-class cloud-based content management and email management solutions to our customers both at law firms and in corporate legal and compliance departments.”

Would you like to see in if you already saved an Email in Worldox without having to jump over to Worldox? With a few steps, you can customize Outlook to add this field in your Inbox view.

The Rules Have Changed

In 2013, the ABA Model Rules were modified in a couple of significant ways as it relates to technology. To date, Ohio and 25 other states have adopted the changes I'm about to describe. If your state hasn't adopted the changes yet, I would expect them at some point in the near future. No state's rules of professional conduct can continue ignoring technology for much longer (Michigan, Indiana & Kentucky, I'm talking about you).

One of the most common tasks performed in NetDocuments is to send a copy of a document to non-NetDocuments users, through email. If you are using Internet Explorer, you have the option of integrating with your local email client to send that email.

If you use Chrome, Firefox or Safari, that option is not available. Instead, users receive an HTML email dialog, that they fill out. There is now a new tool available to them in NetDocuments following the January 19th update. When using the Email Copy and Deliver a Secure Link options (without the Desktop Email Integration enabled) users now have an "address book" available to them.

We’re that sure you are already comfortable with the high level of security that is built into the NetDocuments architecture and data center infrastructure – all to protect your data. Indeed, we often cite the fact that your data is more secure inside NetDocuments that it would be on your local network file server!

So we’re pleased to pass on the news that NetDocuments continues to enhance its security standards and just been awarded SOC2+ certification as regulated by leading financial institutions, known as the InfoSec Group. This is in addition to the other SOC 2 Type 2, FIPS 140-2 Level 3, SEC/FINRA, ISO 27001, and HIPAA compliance certifications that NetDocuments has already achieved.

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