Worldox Migration Demo for Law Firms

Move beyond Worldox with confidence without being forced into a cloud-only platform.

Docsvault helps law firms move beyond Worldox while preserving familiar workflows, on-premise or hybrid deployment options, and full control over client and matter data.

Migration planning included · No obligation

Who This Demo Is For

This demo is designed for law firms that are:

• Currently using Worldox
• Re-evaluating their DMS strategy after the NetDocuments acquisition
• Not ready or willing to move fully to a cloud system
• Concerned about migration risk, disruption or cost
• Looking for a familiar, matter-centric replacement with modern capabilities

If your firm wants clarity before making a long-term decision, this session is for you.

Demo Request Form

  • Built for Law Firms

  • Matter-Centric

  • On-Premise with remote access

  • Secure & Compliant

What You’ll See in the Demo

During this session, we will walk through real legal workflows not generic features.

You’ll see how Docsvault handles:

  • Client & matter-based document organization

  • Search and retrieval across documents, emails, and scanned files

  • Version control and document comparison

  • Working with PDFs documents

  • Outlook email filing with matter-centric control

  • Compliance, audit trails, and retention policies

  • On-premise and hybrid access options

Real workflows. No generic product tour.

Migration Reassurance: What We Cover

Migrating from Worldox does not have to be disruptive.

In this demo, we’ll explain:

  • How client and matter structures can be preserved
  • How metadata mapping works during migration
  • How searchability is maintained after transition
  • What a realistic migration timeline looks like
  • How firms typically phase rollout to reduce disruption

This is a consultative session, not a sales pitch.

How This Demo Helps You Decide

By the end of the demo, you should be able to answer:

  • Does Docsvault support our current Worldox workflows?
  • Can we stay on-premise with remote access?
  • How complex would migration be?
  • How does Docsvault compare to NetDocuments?
Edwards Craver Veach PLLC - Docsvault customer
Marku Law Group - Docsvault customer
Nicola Gudbranson Cooper - Docsvault customer
Fuller Willingham & Carter, LLC - Docsvault customer
Scharnhorst Ast Kennard Griffin - Docsvault customer

Plan Your Transition from Worldox with Confidence

Migration planning · Deployment options · Familiar flow