Worldox GX4 Review
Anonymous | TrustRadius Reviewer
March 20, 2018

Worldox GX4 Review

Score 8 out of 10
Vetted Review
Reseller
Review Source

Overall Satisfaction with Worldox GX4

We use Worldox GX4 for our company's document management system. This software is very legal specific, however many other industries could benefit from its use, as it is highly customizable. With Worldox GX4 any/all documents and emails need to be profiled so that they can be easily searched/retrieved by other users in the organization.
  • Ability to find documents
  • Keeping multiple versions of the same document
  • Ethical walls (to prevent conflict of interest)
  • Cloud product is a little lacking
  • Little bit of learning curve out of the box
  • For a larger organization, may need to dedicate a resource to manage the program
  • Lots of time saved (no more losing documents)
  • All files in one location, resulting in easier backups
  • Ethical firewalls, ideal for law firms
Worldox GX4 is a very good on-premise document management system, as it also integrates with the more common practice management systems. Worldox does have a web-based offering, however, it is not anywhere near as robust as a true cloud offering, like NetDocuments. Also with the Worldox cloud offering, you need to have/manage your own equipment, whereas with NetDocuments "they" provide it.
Worldox Gx4 is well suited for law firms, specifically in that it does profiling, versioning and ethical walls very well. Finding documents and/or emails that have been previously saved is EXTREMELY easy, saving staff members a lot of time on a daily basis. Worldox forces all users to profile (save) files into a specific format, resulting in universal work flow as well.