Case Study: Carbert Waite LLP achieves secure cloud access and faster document search with NetDocuments

How Moving from Worldox to NetDocuments Enabled Better Experiences, New Possibilities for a 50-Lawyer Firm

Carbert Waite LLP, a 50‑lawyer litigation firm in Calgary, was frustrated by instability and limited remote access with its on‑premises Worldox DMS. Seeking better security, mobile access, an intuitive interface, and profiling efficiencies, the firm selected NetDocuments’ cloud platform (document and email management plus OCR, DocuSign, SetBuilder, CollabSpaces and more) and began the migration in late 2022.

NetDocuments delivered the cloud DMS with a pilot rollout, focused training, and support from implementation partner Optiable; within three months Carbert Waite saw measurable wins — faster, more reliable search and profiling, improved remote work capabilities, responsive support, and rapid firmwide adoption across 50 users — enabling new initiatives like CollabSpaces and SetBuilder for client collaboration and binder creation.

Carbert Waite LLP

Dylan Snowdon

Partner