How do I Integrate Worldox with CARET Legal?

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Prior to integrating Worldox with CARET Legal, you must first ensure you are using Worldox Web 3.
The Worldox Web 3 software is included for all Worldox clients with a current maintenance agreement.  If your firm is on Worldox GX4 but has not yet added Worldox Web 3 to your implementation,  you can request your Worldox Web 3 license by sending an email to orders@worldox.com.
 
If your firm is on an earlier version of Worldox , you can request your upgrade to Worldox GX4 (upgrade@worldox.com). Once upgraded, you can add Worldox Web 3. For additional information sales@worldox.com.

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:

  1. Select My Settings from the drop-down menu beside your avatar.


  2. Then select User Preferences from the left menu bar and click Enable Worldox Integration.



  3. You will be prompted to supply your Worldox URL, Username and Password, then click Login.

Please note that this User Settings modal only needs to be completed once.

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.

  1. Navigate to the Matters section, then click + on the action bar to navigate to the New Matter dialog.

  2. Complete all the required fields indicated with a purple bar., then select the Map Matter to Worldox option on the lower right hand side.

  3. 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.

 


 

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