Industry:
Law Practice

Use Case:
Legal Document Management & Migration from Worldox

Client Business Description

A Law Firm That Values Control

Edwards Craver Veach PLLC is a law firm focused on delivering high-quality legal services while maintaining strict confidentiality and operational control. Like many legal practices, the firm depends on fast access to organized pleadings, contracts, case files, client correspondence and PDF-heavy documentation.

When their previous document management system, Worldox, shifted toward a cloud-only future under NetDocuments, the firm faced a pivotal decision.

For the attorneys at Edwards Craver, keeping client data on-premises was non-negotiable.

They needed a secure, modern system without surrendering infrastructure control.

Challenges

Replacing Worldox Without Disrupting Active Matters

Law firms operate under strict confidentiality obligations, and for Edwards Craver, a cloud-only platform simply didn’t fit. The firm needed a solution that addressed several non-negotiable requirements:

  • On-premise data control — client files stay on firm-managed infrastructure
  • Reliable indexing and search — attorneys retrieve documents in seconds, not minutes
  • Matter-based organization — structured filing that mirrors how legal work actually flows
  • Efficient PDF workflows — redaction, annotation, and page management in one place
  • Low-disruption migration — transition from Worldox without interrupting active cases

Maintaining full control over sensitive client data was a top priority. Moving to a cloud-only platform did not align with the firm’s operational and compliance expectations.

They found it in Docsvault’s legal document management solution, which supports secure local hosting while modernizing workflow efficiency.

Worldox Migration Case Study - ECV

The technical support is excellent — prompt, skilled and personable. They offered personalized how-to videos, in addition to calls and screen sharing to resolve questions. Pricing is good, and certainly more reasonable than the alternatives I considered. It was important to our attorneys to have an on-premise solution, and I was thankful to find Docsvault is committed to maintaining an on-premise product.

Anita H, Information Technology, Edwards Craver Veach PLLC

How we helped

Docsvault On-Premise Legal DMS

After evaluating alternatives, Edwards Craver selected Docsvault – the only Document Management solution that combined modern DMS capabilities with continued support for on-premise deployment.

Docsvault gave the firm exactly what it needed:

  • A structured client–matter filing framework that mirrors legal workflows
  • Metadata-driven indexing for fast, consistent document retrieval
  • Role-based access controls to enforce confidentiality across the team
  • Version tracking to prevent conflicts and maintain document integrity
  • Competitive pricing compared to legal-specific DMS platforms

This provided the firm with modern functionality without sacrificing infrastructure control.  Review Document Management for Law Firms: A Practical Guide.

For law firms evaluating alternatives to Worldox or cloud-only platforms, Docsvault offers a practical path forward — secure, structured, and built for legal workflows. 

Migration from Worldox

Validated Before Go-Live

Transitioning document systems in a legal environment requires careful planning. To ensure confidence before full deployment, Edwards Craver conducted a trial migration using legacy data.

This approach allowed the firm to validate:

  • Folder structure consistency
  • Metadata and index mapping
  • Search accuracy and performance
  • Complete File integrity

The result was a smooth and controlled migration with no disruption to active matters.

Planning a similar move? Request a personalized Worldox migration demo to see how the process works.

Key Capabilities

Client–Matter Structure  

Docsvault’s configurable indexing profiles let the firm categorize every document by client, matter, document type, and custom legal fields

This structure ensures attorneys can retrieve case documents quickly and consistently, improving preparation time and reducing administrative effort.

Learn more: Client-Matter management for law firms

Document Comparison and Automated Stamping in Word

Edwards Craver enhanced document accuracy using Docsvault’s built-in comparison tools, allowing attorneys to quickly identify changes between document versions and reduce review time. Learn more about how structured comparison supports legal workflows in this guide on legal document comparison.

Through Docsvault’s Microsoft Word integration, documents are automatically stamped with client name, matter reference, document ID, and version number. This eliminates manual formatting errors and ensures every filing remains consistent, traceable, and aligned with the firm’s client–matter structure.

Email Management for Legal Practices

Email is often the most disorganized part of a law firm’s information ecosystem. Docsvault brings it into order: attorneys capture emails and attachments directly into the DMS, link them to specific clients or matters, and search across all content – emails and documents – from one interface. Correspondence related to pleadings, discovery, and client instructions is stored securely and indexed alongside every other case file.

Learn more: Email management for law firms

Built-In PDF Tools for Legal Workflows

Legal work is PDF-heavy. Rather than juggling separate applications for redaction, annotation, and page reordering, Edwards Craver handles everything inside Docsvault. The integrated PDF editor eliminates tool-switching and keeps the entire document workflow in one place.

Learn more: Docsvault’s PDF solution for law firms

On-Premise Confidence in a Cloud-First Market

While many vendors moved toward cloud-only offerings, Edwards Craver appreciated that Docsvault continues to support on-premise document management deployment.

What on-premise means for a law firm:

  • Data remains within firm-controlled servers
  • Role-based security restricts access
  • Audit trails provide accountability and visibility
  • Version tracking prevents conflicts on shared documents

Support That Goes Beyond a Help Center

For a small firm without a dedicated IT department, the quality of support matters as much as the software itself. Edwards Craver highlighted Docsvault’s support as a standout part of the experience.

The team provided:

  • Personalized training videos tailored to the firm’s setup
  • Live screen-sharing sessions for hands-on guidance
  • Direct access to engineers when technical questions arose
  • A comprehensive administrator manual for ongoing self-sufficiency

Rather than generic documentation, the firm received real, environment-specific guidance — the kind of partnership that only a vendor invested in their success can provide.

Results

Four Weeks In

After implementation, Edwards Craver reported measurable improvements across the board:

  • Seamless, disruption-free migration from Worldox
  • Centralized, matter-based document organization
  •  Faster document search and retrieval
  •  Improved indexing reliability
  •  Eliminated reliance on third-party PDF tools 
  •  Greater long-term system stability 

The firm rated Docsvault 10 out of 10 for likelihood to recommend, highlighting satisfaction across usability, pricing, support, and functionality.

The Takeaway for Law Firms

Legal practices require more than document storage. They require:

  • Confidentiality
  • Control
  • Stability
  • Reliable indexing
  • Migration predictability

Edwards Craver’s experience demonstrates that modernizing your document management doesn’t require giving up on-premise infrastructure. With the right platform, you get both.

To explore similar success stories, visit the Docsvault case studies page.