NetDocuments Acquires Worldox – How This Will Impact Users

On October 18th of 2022, Private Equity-backed NetDocuments announced its acquisition of the long-standing document management software publisher Worldox.

In the months since the initial announcement, we’ve had a chance to both interpret public statements made by both companies, as well as hear real-world accounts directly from Worldox customers.


In this article, you’ll learn:

  • What this acquisition means for users of Worldox
  • What NetDocuments/Worldox have been privately telling Worldox users
  • The likely future of Worldox as a product
  • What steps you should take now if you’re a Worldox customer


How All Users Will be Affected by NetDocument’s Acquisition of Worldox

To recap, NetDocuments announced its acquisition of Worldox on October 18th, 2022.   This announcement came not long after Worldox’s CEO was indicted on criminal charges, which both parties claim is unrelated.

As we serve hundreds of law firms in North America, many of which are Worldox users, we’ve had a chance to reconcile both public statements and messaging directly to Worldox customers.

Here’s what we know.

Mixed Messaging

Worldox has been around since the 1980’s, and is used by thousands of law firms across North America.  Naturally, the questions for all of its user base is:  What will happen to the Worldox product?

In multiple similar legal tech acquisitions, we’ve seen customers of the acquired software product pushed into moving to the acquirer’s own in-house product.  Will the same playbook be used in NetDocuments’s Acquisition of Worldox?

In public statements prepared by NetDocuments and Worldox, the companies state that they will continue to support the Worldox product “for the foreseeable future.”

However, in the same communication they indicate that “Going forward, our focus will be integrating Worldox customers onto our cutting-edge platform,” (referring to their own NetDocuments product).

We’ve had the opportunity to talk to some of our shared Uptime Legal / Worldox clients, many of which have been contacted directly by NetDocuments/Worldox sales personnel already.  Several Worldox customers have shared with us the NetDocuments/Worldox sales rep told them that “Worldox is going away soon,” and tried to convince them to move to their NetDocuments product.

We’ve seen this sort of thing play out before, and believe the writing is on the wall for the future of the Worldox product.

As Worldox Phases Out, Consider LexWorkplace, as this Reviewer has:

Best replacement for Worldox out there. From the moment I reached out, until just moments ago when I was asked how everything was going, it’s been wonderful. Everyone is invested in making LexWorkplace the best DMS out there.
– Kathleen N. via Capterra

Should Worldox Users Move to NetDocuments?

Given that NetDocuments seems to want Worldox users to switch to their product, the next logical question is–Should Worldox users make the switch to NetDocuments?

Some Uptime Legal customers also use (or have tried) NetDocuments, and we’ve had a chance to hear feedback on the product.  Here are some advantages and drawbacks of NetDocuments as a replacement to Worldox.

What Users Like About NetDocuments

Here’s what some of our clients said they liked about NetDocuments.

Cloud-based

NetDocuments is cloud-based, which means you can access it from anywhere, and do not need to maintain in-house servers.

Better Than Simple Cloud Storage

NetDocuments is an improvement over simple cloud storage tools like Dropbox, OneDrive and Google Drive.

Legal Software Integration

NetDocuments integrates with certain law practice management software.

LexWorkplace Top Features

(To Name a Few)

  • Cloud-Based
  • Secure Cloud Storage
  • Legal Software Integration
  • Client/Matter-Centric Org
  • Full-Text Document Search
  • Secure Client Sharing
  • MS Office Add-In
  • Email Management
  • Windows + Mac Compatible

What Users Don’t Like About NetDocuments

Here’s what our clients said they didn’t like about NetDocuments, and what in many cases made them look for alternatives.

No Native Mac OS Support

All of the NetDocuments components do not work natively on Mac OS.  If your firm uses Macs, you'll need to either replace them with Windows computers, or implement Parallels to run a virtual Windows instance on your Mac.

Migration & Training Performed by a Third-Party

NetDocuments will not help you migrate data or provide any software training.  Instead, they will require that you hire a third-party "consultant" (reseller) to perform all conversion and training.  User reviews of third-party consultants are mixed.

Non-Transparent Pricing

NetDocuments does not publish the pricing for its software publicly, nor do they provide guidance on typical migration or onboarding costs (performed by a third party).

No Client / Matter Structure

Because its made for many industries, NetDocuments does not have a concept of "Clients" or "Matters."  Instead, you must create a "Workspace," and retro-fit workspaces and folders to approximate a Client/Matter structure.

RelatedWorldox to NetDocuments: With the recent acquisition, Worldox users are left with the option of migrating to NetDocuments or going elsewhere.

LexWorkplace Success Story

See how one law firm uses LexWorkplace to organize their documents and streamline their practice.

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What Should Worldox Users Do?

With everything we’ve seen and heard, publicly and privately, it seems that for any user of Worldox, “do nothing” is simply not going to be an option.

If you are a user of Worldox, we recommend that you start evaluating alternatives and options now, while there’s still some time.  The good news is that there are a number of very solid legal Document Management products in the market today.

Related:

See our rundown on the Top 5 Alternatives to Worldox.  Explore features, advantages and pricing for each alternative.

Related:

Learn about 9 reasons your law firm should consider switching from Worldox to LexWorkplace.

The Future of Legal Document Management

Despite any pressure that users of Worldox feel, they should know that they don’t have to move to NetDocuments if they don’t feel it’s what’s best for their firm.

We invite and encourage Worldox users to explore LexWorkplace, our own document management system, born in the cloud and built for law firms.

Looking for Document Management Software?

LexWorkplace:

Modern Document Management for Law Firms

LexWorkplace is document & email management software, born in the cloud and built for law firms.  Here’s a quick primer on how it works.

Organize by Client & Matter

Organize documents, email and notes by client or matter. Store and manage all data for a case or project in one place.

lexworkplace-matter-centric

Go Beyond Basic Files & Folders

Supercharge your firm’s productivity with true DMS functions.

  • Version Management
  • Document Tagging & Profiling
  • Document Check-Out / Check-In
  • Microsoft Office Integration
  • Convert Word Docs to PDF
Document Properties

Search Everything

LexWorkplace is like Google for your law firm.  Search across millions of pages, documents, folder email and notes in seconds. Refine your search by matter, document type, author and more.

Search-2021

Search by…

  • Client or Matter
  • Document Type (Contract, Complaint, Order, etc.)
  • Document Status (Draft, Final, etc.)
  • Document Tags (Filed With Court, Fully Executed, etc.)

Outlook Integration + Comprehensive Email Management

Save emails to a matter without leaving Outlook. Saved emails are accessible to your entire team, organized and searchable.

lx-email-mgmt
  • Outlook Add-In that Works With Windows and Macs
  • Save Entire, Original Email to a Matter in a LexWorkplace
  • Email De-Duplication
  • Organize Emails into Folders, Subfolders

Works with Windows and Macs

All of LexWorkplace is compatible with both Windows and Mac computers.

What Clients Say

Lawyers love LexWorkplace.  See how the system streamlined one lawyer’s practice.

Watch the 5-Minute Demo

See LexWorkplace in action in our quick 5-minute overview and demonstration.

Or, if you want a one-on-one demo, or want to talk about LexWorkplace for your firm, schedule a call or demo below.

Schedule a Demo