List of Worldox Customers
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Since 2010, our global team of researchers has been studying Worldox customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Worldox for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Worldox for Document Management include: Deutsche Bank, a Germany based Banking and Financial Services organisation with 89879 employees and revenues of $35.69 billion, Pacific Coast Building Products, inc., a United States based Distribution organisation with 800 employees and revenues of $200.0 million, Macpherson Kelley, a Australia based Professional Services organisation with 300 employees and revenues of $55.0 million, Moran Reeves Conn, a United States based Professional Services organisation with 50 employees and revenues of $8.0 million, Fowler Hirtzel McNulty & Spaulding, a United States based Professional Services organisation with 50 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Worldox, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the Content Management software purchases.
The Worldox customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of Content Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Deutsche Bank | Banking and Financial Services | 89879 | $35.7B | Germany | NetDocuments Software | Worldox | Document Management | 2019 | n/a |
In 2019, Deutsche Bank deployed Worldox as its Document Management solution. The implementation targeted centralized control of corporate documents and sought to standardize document lifecycle activities across corporate functions including legal and compliance teams.
The Worldox deployment included core Document Management capabilities such as metadata-driven indexing, full-text search, version control, document check-in and check-out, and policy-aware retention controls. Configuration emphasized role-based access control and detailed audit logging to support regulatory recordkeeping and internal governance requirements.
Architecture focused on centralized storage and searchable repositories to streamline document capture and retrieval across business units, with configuration for secure access and record immutability. The implementation also standardized metadata schemas and controlled access workflows to align document handling with compliance obligations.
Governance and rollout emphasized configuration-driven controls and workflow standardization, paired with role-based permissions and audit trails to enforce document policies. Worldox was positioned to support Deutsche Bank’s corporate document management needs while aligning operational processes with established records governance practices.
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Fowler Hirtzel McNulty & Spaulding | Professional Services | 50 | $5M | United States | NetDocuments Software | Worldox | Document Management | 2017 | n/a |
In 2017 Fowler Hirtzel McNulty & Spaulding implemented Worldox as the firmwide Document Management platform to centralize legal secretarial and litigation document workflows. The deployment targeted day-to-day document intake, indexing, and efiling processes used by secretarial staff supporting partners and associates in the Philadelphia office.
Worldox was configured to support core document management capabilities including scanning and indexing of incoming mail, PDF creation and conversion, profiling of pleadings, electronic filing in Federal and State Courts, creation and maintenance of trial binders, Bates stamping and redaction. The implementation emphasized document search and retrieval, calendar deadline tracking tied to document profiles, and handling of digital dictation transcripts for correspondence and discovery.
Operational interfaces included Microsoft Office Suite and Adobe for document authoring and PDF handling, digital dictation and Nuance transcription streams for correspondence, Serengeti Billing for matters and billing reconciliation, and Legal Exchange for document exchange workflows. The system processed vendor invoices and vendor-created documents through the same Worldox intake and profiling pipeline to maintain a single document repository for litigation work.
Governance and workflow change focused on centralized scanning and indexing protocols, secretarial overflow support procedures, and standardized naming and profiling conventions to ensure consistent efiling and docket management. Training and role-based handoffs were applied to secretarial staff responsible for calendar maintenance, deposition scheduling, docket searches and the end-to-end lifecycle from scanning into Worldox through final trial binder assembly.
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Macpherson Kelley | Professional Services | 300 | $55M | Australia | NetDocuments Software | Worldox | Document Management | 2012 | n/a |
In 2012, Macpherson Kelley implemented Worldox for Document Management to centralize legal file maintenance across the firm in Australia. The deployment targeted firm legal teams and staff responsible for matter documentation, providing a single repository for client files and firm documents.
Worldox was configured to support core Document Management functionality including document indexing, full text search, version control, access control and role-based permissions, and document lifecycle handling consistent with legal practice requirements. Configuration work emphasized secure file storage, metadata-driven retrieval and standardized naming and classification to support matter-centric workflows.
The Worldox implementation operated alongside other legal software at the firm, with SAI Global used to obtain certificates and Lawdocs used to generate proforma documents, reflecting a multi-application document and compliance stack rather than a single-product solution. Operational coverage focused on document creation, storage and retrieval for legal teams, and on supporting document production workflows tied to matter management activities.
Governance for the Document Management rollout included policy enforcement for access and retention, user provisioning aligned to legal roles, and training directed at lawyers and practice support staff to ensure consistent document handling. The implementation narrative centers on Worldox as the firm s Document Management platform working in conjunction with SAI Global and Lawdocs to support legal document processing and compliance functions.
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Professional Services | 20 | $1M | Mexico | NetDocuments Software | Worldox | Document Management | 2019 | n/a |
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Professional Services | 50 | $8M | United States | NetDocuments Software | Worldox | Document Management | 2014 | n/a |
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Distribution | 800 | $200M | United States | NetDocuments Software | Worldox | Document Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating Worldox
- Box, a United States based Professional Services organization with 2810 Employees
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