Worldox Powered by GDSI
Key benefits for your firm
Align Client and Matter data from Clio to your DMSNo 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 WorldoxWhatever security you define in Clio, for a given Matter, we can synchronize to Worldox, including memberships to groups.
How Worldox Powered by GDSI works with Clio
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.