Worldox to Net Documents Migration
Plan & Inventory: Analyze Worldox cabinets, profiles, users, security; define ND cabinet/workspace structure; decide scope.
Clean Up: Normalize client/matter codes, doc types, security groups; remove inactive users and reassign ownership.
Setup & Mapping: Prepare migration server; build cabinet, matter, doc type, and security mappings.
Pilot Migration: Migrate small test set; validate counts, metadata, versions, and security with end users.
Production Migration: Put Worldox in read-only; migrate in batches; monitor logs and re-run failed items.
Post-Migration Validation: Verify ND indexing, search, permissions; run reconciliation reports; confirm user access.
Training & Support: Train staff on ND workspaces, saving, searching; provide quick guides; monitor help desk.
Decommission & Archive: Archive Worldox files/index for compliance; fully cut over to ND once validated.
GOOD
Basic Worldox Migration
25 User Package
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Enterprise
Custom Package
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).
Looking to customize a training with us? Get in touch today.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).
1
The first step is to identify your firm’s needs and goals to choose the right package. SmartLaw offers pre-defined solutions tailored to specific outcomes, whether you’re transitioning from a legacy system like Time Matters to Clio, or integrating a billing tool like Timeslips. You simply select the package that aligns with what you want to achieve.
2
Once you’ve chosen a package, you’ll have a kickoff meeting with the SmartLaw team. The team will outline the timeline and key milestones, ensuring everyone is on the same page before the work begins.
3
This is where the hands-on work happens. The SmartLaw team will perform all the services included in your package. This typically involves migrating your data, configuring the new software, and setting up all features. The goal is to deliver the solution quickly and efficiently, with minimal disruption to your firm.
4
With the package fully implemented, the final step is to get your team up to speed. SmartLaw provides the necessary training to ensure everyone knows how to use the new system effectively. Your package also includes dedicated support, so you can get help with any questions or issues that arise as your firm begins to use the new technology.
Whether you’re moving from a legacy system or optimizing your current setup, we’ve designed comprehensive packages to meet your exact needs and deliver tangible results, without the complexity of a custom project.
