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Document Management Projects

Client Projects

Project: Worldox New Implementation
Client: Law Firm, Charleston, SC
Product/Integration: Worldox GX3

A document management solution was needed since it was becoming more and more challenging for the firm’s attorneys and staff to locate and work with the most recent versions of documents.  William Ives Consulting helped with the product selection process to insure the best solution fit for the client.  We provided project management from start to finish.  Our engineers installed a new server and application software for 31 users.  We trained all users in a classroom setting on-site, provided complete documentation and provided extended floor support.

Project: HP iManage Upgrade
Client: Law Firm, High Point, NC

When it was time for this 40 user firm to upgrade to the latest version of iManage software they turned to William Ives Consulting and our 20 plus years of document management experience.  Upgrading software to a production system can be challenging while completing the new software installation and migration of all existing documents within the scheduled project time.  We were able to meet our goal of zero user down time while transitioning the firm to the more robust version of iManage.