Worldox Powered by GDSI Integration for Clio

Key benefits for your firm

Align Client and Matter data from Clio to your DMS
No buttons to click, automatically occurs when a new Client and Matter are added in Clio.
View your Worldox documents from within a web browser, when selecting a Matter in Clio.
By opening a Matter in Clio, you can click on our More Actions button and launch a new browser tab to view all Worldox documents.
Synchronize all security from Clio to Worldox
Whatever security you define in Clio, for a given Matter, we can synchronize to Worldox, including memberships to groups.

Law firms leveraging Clio’s cloud-based case management system and Worldox require a simple and effective way to work between solutions. This integration allows you to view Matter documents from Worldox and synchronize Client and Matter data from Clio to Worldox.

GDSI offers a best- in-class experience, making your Clio and Worldox sync seamless and even more powerful.

Ready to improve your workflow with Worldox Powered by GDSI and Clio? Get Started