Additionally, you must be using one of the following Matter Number options in CARET Legal, which includes a Client ID and Matter ID:
Integrating with CARET Legal
Each user will need to connect his/her individual account with Worldox.
To enable the Integration:
Select My Settings from the drop-down menu beside your avatar.
Then select User Preferences from the left menu bar and click Enable Worldox Integration.
You will be prompted to supply your Worldox URL, Username and Password, then click Login.
Creating New Workspaces
This integration allows users to create a Matter in CARET Legal with a single click and create a Matter in Worldox and have the two linked.
Navigate to the Matters section, then click + on the action bar to navigate to the New Matter dialog.
Complete all the required fields indicated with a purple bar., then select the Map Matter to Worldox option on the lower right hand side.
Select the Cabinet of your choosing from the drop-down menu.
Once created, a Worldox tab will display on the Matter Dashboard, displaying the newly created matter.