Dealing with discovery documents has traditionally been somewhat problematic with Worldox. Discovery/production typically involves a very large number of documents with an elaborate folder structure and long folder and file names. Worldox is ill-equipped to deal with this.
With GX4, however, there are two options that alleviate these issues, although Worldox will never replace dedicated litigation support programs such as Concordance, CaseMap or Summation.
You can now import an entire discovery CD into Worldox. The original structure and file names are replicated as comments in Worldox, so that they are searchable by the original folder and file names. If you are only dealing with a relatively small number of cases involving substantial discovery, this may be an option.
Once the files have been imported into Worldox (typically as a “Discovery” document type), you can create Folder Categories to further describe various types of documents or issues relating to the case.
If the firm is litigation-oriented, it is worth while creating a “Discovery” Cabinet. This can be organized by Client or Case. Additional fields can indicate the source of the documents (e.g., a software program, opposing counsel, court, etc.) or other key information. This has the advantage that each set of discovery documents will be in its own folder, which is not always the case if documents are imported into the main Worldox structure. In addition, you can set the display so that documents are sorted by the original folder structure. Here again, Folder Categories can help further differentiate among the documents.
Some may say: why bother at all? Why not just keep the documents in their own repository outside Worldox? The key answer to this is indexing and searching. With the documents within the Worldox structure you can search for the document name or text in the discovery documents and combine that with other documents in your Worldox store. Thus your ability to locate analyze information is significantly increased.