Worldox file organization starts with the Profile Card. It records key information to file documents into Worldox Cabinets and assists with future retrieval. You need to complete a profile card for any document you save to Worldox.
Favorites offer a convenient way to access frequently-used items in Amicus Attorney. Instead of repeatedly hunting for the same records you use all the time, the Favorites feature lets you gather your most-used items in Favorites folders so they are always close at hand.
Setting up team meetings in Time Matters makes it easy to keep groups up-to-date as schedules shift. When booking group meetings in Time Matters, you’ll want to ensure you have linked records, so any future changes are reflected on all attendee calendars and not lost in missed individual records.