Affinity Consulting Blog


One of the keys to a great DMS is the active participation of your entire firm within the system. Of course, we've been doing DMS for almost 20 years now, so we know the excuses people use to work around the system.

Because of that, few of our most common NetDocuments philosophies that address those excuses

With so many cybersecurity threats and ransomware warnings and hijacked databases in the news, panic is beginning to set in! How can you possibly prepare for such an enemy of your law firm – and your clients?! Is it inevitable?

The Thought Leaders from Sensei Enterprises are here to put your panic into perspective with our latest installment in Affinity’s Thought Leadership Webinar Series. Cybersecurity expert and Sensei Enterprises President Sharon Nelson will share her Top 5 Cybersecurity Tips on April 28th at 11:30 am EST. Along with Sensei Vice President, John Simek, they will share five simple tips can dramatically slash the risk of law firms suffering a data breach.

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.

Affinity Partner Steve Best co-hosted, along with lawyer, author, and podcaster Dennis Kennedy, a series of "TECHSHOW Today" live videos from ABA TECHSHOW 2017 in Chicago.

The videos, sponsored by LegalTalk Network, included interviews with several of the leading TECHSHOW 2017 presenters as well as next year's TECHSHOW co-chairs.

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