Square 9 Softworks honest review
Updated October 08, 2025

Square 9 Softworks honest review

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

We use Square 9 Softworks in a variety of Business Processes. Ordering Equipment, customer satisfaction surveys, warranty repairs, and warranty submissions we utilize GlobalForms. Within GlobalCapture, we submit delivery and acceptance paperwork, and accounting paperwork. It extracts data off the pages and pushes the documents and data to GlobalSearch. Using GlobalSearch, we store all of our records for long-term retention. Using GlobalAction, we introduced workflow to enhance our processes without manually email people to get business decisions done on time. We use every aspect of Square 9's platform to enhance our business.

Pros

  • utilizing forms to get data from people to make decisions
  • Extracting data from documents
  • Creating custom workflows for processes

Cons

  • GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
  • GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
  • GlobalForms could have better formatting tools to enhance the fields and text formatting
  • Speeds up business decisions - positive
  • Identifies bottlenecking in processes - positive
  • Automates processes and speeds up efficiency - positive
We identified the low-hanging process issues first. It took us two weeks to develop and implement the process changes. We were able to enhance these processes within 2 weeks of implementation.

Now, we attack ongoing processes within a few days because we know how the system works. Streamlining processes is at the forefront of our business. Being able to do more with software and relying less on human interaction is helping our business immensely.
We use automation tools that Square 9 provides to enhance our business processes. From GlobalForms to get data from point A to B fast and efficently to capture paper and electronic documents using the GlobalCapture. Using the Document classification to identify what the document is, extracting data from the document and placing it into the central respository called GlobalSearch. Using GlobalAction workflows to get the documents to the people that makes decisions. Square 9's features are what drive our business.
SharePoint and Square 9 Softworks are similar in some ways and totally different in others. They both do workflow, although Square 9 Workflow gives administrators more options. They both have a repository, although Square 9 GlobalSearch is more structured in terms of customization. Using field values allows for more exact search capabilites. Square 9 AI tools allows administrators to get the correct data off the page more precisely with less effort.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

Yes

Would you buy Square 9 Softworks again?

Yes

Pros:
Scan, Search, Retrieve - GlobalSearch does this well
Capture workflow, extracting data- GlobalCapture does a great job
Webforms, getting data and placing it on company PDFS - Globalforms does an excellent job.
Process workflows, being able to see where the document is in the process - GlobalAction does a great job.

Cons:
Not being able to share documents with people outside the organization.
Legal vertical - Square 9 isn't the best fit, Lawyers like folders

Comments

  • Nick Fugaro | TrustRadius Reviewer
    We greatly value your feedback. In response to the Cons you listed, have you seen the all new GlobalSearch Go? This is free to all customers with an active support contract and I am confident it will address the concerns you listed. Please feel free to reach out if you would like to see a demonstration.
    • Anonymous | TrustRadius Reviewer
      I have looked at GO, it has some features in it but it still is missing a few things... yet....
      • Anonymous | TrustRadius Reviewer
        Do you know when Annotations are going to be added to GO.....
    • Nick Fugaro | TrustRadius Reviewer
      Thanks for your response. Annotations and document editing were added to GlobalSearch Go this year. Please reach out if you would like to see a demonstration of these new features or have any other questions. We'd be happy to help!
    • Anonymous | TrustRadius Reviewer
      I just updated our GlobalSearch to the newest version, tested the GlobalSearch GO. I redact my CONS, THIS IS SO MUCH BETTER. Thanks for letting me know. I will let my collegues know to switch to GO. AWESOME!

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