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Legal Document Management Software | Optiable: Free Assessment!
  • Home
  • About
    • Meet The Optiable Team
    • Our Story
    • Testimonials
  • DMS
  • Resources
    • DMS Made Easy
    • Law Firm Security
    • Law Firm Technology
    • NetDocuments vs Worldox
  • NetDocs Tips
  • Blog
  • Contact
  • Events

Key Insights

“How to” articles, tech trends, reviews, and more

You don’t need to be a Clio User to get massive value from the Clio Cloud Conference.

I have enjoyed previous Clio Cloud Conferences but have not been in person since it used to be hosted in my former hometown of New Orleans.  Since I am running

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How to Determine How Many Files You Have in Worldox

If you use a Windows Folder Structure instead of Worldox,  Click here. Step 1:  In Worldox, go to Help –> About Worldox Step 2: Make a note of the Mirrored

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The Number 1 Call I dreaded getting from my Worldox Customers

Back in the day, Worldox was one of the most popular legal document management systems for law firms. It was easy to use and had a lot of features that

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The Myth of the Poison Pill for on-premise software

In a previous iteration of our company, we supported Amicus Attorney, PCLaw, TimeMatters, and Worldox.  Those were all on-premise software solutions.  You would purchase a software license per user for

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How to Organize your Documents without Document Management Software

You should be using a legal Document Management Software (DMS) like NetDocuments for a variety of reasons.  Just download our White Paper on Document Management Software (DMS) Made Easy to

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Exporting Documents out of Worldox to a Windows Folder Structure

This method doesn’t seem to work a lot, but this way always works: https://www.optiable.com/how-to-export-documents-from-worldox-to-a-windows-folder-structure/ When firms leave Worldox, sometimes they decide not to migrate everything to NetDocuments. The last firm I

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It’s All About the Integrations: Why NetDocuments is the Clear Winner

Over the years, it has been my experience that there are no single solutions for lawyers. The Modern Law Firm will be built by finding software and connecting it to

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Worldox Search vs NetDocuments Search

NetDocuments offers a search engine that adapts to your needs, no matter what type of hardware you’re utilizing. This means they can be accessed from anywhere with an internet connection

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What is the True Cost of Running Worldox On-Premise

When comparing on-premise software like Worldox to a pure cloud-based program like NetDocuments, the on-premise software often looks cheaper. On-Premise software like Worldox has a high one-time cost and a

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Jack of All Trades, Master of None

Can we stop pretending that all of one software is an option for lawyers? Please wait for it… Jack of All Trades, Master of None Slick marketing has led attorneys

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Don’t Get Burned by the Fake Cloud

I get this call about once a month. “Hi, Craig! My name is Lisa Smith and I work at Some Big Firm.” A group of attorneys has figured out that

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How to get Hacked: Just Keep it On Premise

  “At least 30,000 organizations across the United States — including a significant number of small businesses, towns, cities and local governments — have over the past few days been

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optiable legal document management software consultant | craig bayer

Optiable is the leading provider of NetDocuments migration, training, and setup services. Since 2002, we've helped attorneys and law firms use technology to improve their businesses.

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