Heckman Consulting Supported Software
Note: While we work with quite a few software packages Worldox is currently the core of our business.
Worldox is the leading document management system for small and
mid-size firms. Document Management software will automatically
your documents by criteria you define so that you will never again
"lose" another document. Worldox can manage numerous document types,
including spreadsheet programs and PDF files. Using profiles that are
fully indexed, it also dramatically reduces the amount of time it takes
to finds documents and allows for queries of the type "find me all
briefs containing certain terms that were done in the last six months."
Worldox Web also provides for Internet access to your documents. The
program is extremely easy to administer: as one client said to me "so
with Worldox 'Administrator' is not really a synonym for programmer."
John Heckman is a consultant and reseller for Worldox. Click here for Worldox
Cheat Sheets. For more information see www.worldox.com.
Symphony Suite from TrumpetInc.
The Symphony suite works directly with Worldox. It has two major
functions: first, it OCR's all your scanned documents, saving a major
amount of time since the OCR process is the most time-consuming aspect
of scanning. It can also OCR your document backlogs and TIF files
(mainly from faxes and litigation support programs) as well.
Secondly it allows users to make "reservations," then group the
documents and scan them in batches. The documents can be scanned by
file room personnel, saving the more valuable time of paralegals and
attorneys. A 3-minute video gives a pretty clear explanation. Click here to watch.
Legal Anywhere. (www.legalanywhere.com) Legal Anywhere provides extensive
sophisticated Extranet features suitable not only for basic document
sharing but functionality for deal rooms, litigation repositories and
similar shared workspaces. Legal Anywhere provides very granular
security andcalendaring features.
now integrates with Legal Anywhere (as do other document management
systems). Aside from more advanced features Legal Anywhere provides,
the main functionality that concerns Worldox users is the ability to
easily copy documents from Worldox to specified client/matter
directories in the Extranet system, as well as to define what clients
and users can access the documents. Legal Anywhere uses a directory
structure not a Worldox-type profile group. Granular rights can be
assigned to specific users and even to specific documents (e.g., read
only, copy, print, edit). Legal Anywhere can scrub metadata from
documents copied to the Extranet and prevent them from being copied or
printed, if desired.
provides extranet capability