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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Marathon Petroleum Mexico | Professional Services | 20 | $1M | Mexico | NetDocuments Software | Worldox | Document Management | 2019 | n/a |
In 2019, Marathon Petroleum Mexico implemented Worldox as its Document Management solution. The deployment focused on maintaining Marathon's original contracts file and all electronic files by using the document saving program Worldox, consolidating paper originals and digitized records under a single repository. The scope targeted contract custody and contract lifecycle recordkeeping for the firm's small Mexican office.
Worldox was configured to enforce consistent document saving procedures, metadata indexing, and full text search to support retrieval of original contract records and routine electronic documents. Access controls and user permissions were applied to limit editing rights and preserve original files, while a folder taxonomy and naming conventions were adopted to align with contract management workflows. The implementation centralized document capture and records management practices across Marathon Petroleum Mexico's operational footprint.
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Moran Reeves Conn | Professional Services | 50 | $8M | United States | NetDocuments Software | Worldox | Document Management | 2014 | n/a |
In 2014, Moran Reeves Conn implemented Worldox for Document Management to centralize case files and scanned records for its litigation practice. The deployment served a 50-person professional services firm focused on medical malpractice litigation, creating a single repository for pleadings, discovery materials, and trial preparation artifacts.
Worldox was configured to support scanned document ingestion, profile-based indexing, document categorization, and folder structures aligned to discovery, pleadings, and trial binder workflows. Legal secretarial workflows explicitly included opening, sorting and scanning incoming and outgoing mail into Worldox, maintaining filing systems, preparing shell documents, and assembling witness files and trial boxes using the Document Management environment.
Operational workflows show Worldox working alongside court e-filing and billing processes; staff e-filed court documents with the United States District Court, Eastern District of Virginia, Richmond Division, and with City of Portsmouth and City of Richmond circuit courts, while time and billing interactions were executed via the timekeeping system PCLaw and e-billing processes using Legal Solutions Suite and Bottomline Technologies Legal Exchange. The configuration emphasized searchable document retrieval to support correspondence with clients, outside counsel, judges and court clerks and to streamline preparation of pretrial orders, subpoenas and deposition notices.
Governance and operational change centered on role-based document handling and billing handoffs, with legal secretaries maintaining filing integrity, proofreading and preparing client audit and billing packages, running and reviewing prebills to meet client billing guidelines, and entering attorney time into PCLaw. Worldox therefore served as the authoritative Document Management system connecting intake, litigation support, and billing workflows within Moran Reeves Conn.
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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
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