Worldox Powered by GDSI

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.

Key Features

  • - Automatically syncs Client and Matter data from Clio to Worldox using the new Worldox Web Services platform
    - Supports an unlimited number of Cabinets
    - Maps custom Client Code field to specific Cabinet Client field
    - Maps the Matter Number field to specific Cabinet Matter field
    - Support for custom settings and actions using GDSI’s development services
    - Requires Worldox Web 3.x – hosted or on-premises
    - Accommodates all browsers
    - Simple and fast setup, takes minutes