Case Study: Richard & Richard achieves seamless cloud migration, faster document management, and cost savings with NetDocuments

That was Easy! Small Law Firm Sees Big Returns Switching from Worldox to NetDocuments

Richard and Richard, P.A., a seven-person Miami commercial litigation firm, had relied on Worldox since 2010 but faced a non-intuitive interface, limited batch imports, constrained storage, and reliability/IT headaches that made finding, sharing, and managing large files difficult. In September 2023 the firm migrated to NetDocuments (Organize: Document Management, ndMail, OCR) with help from Optiable to replace their on‑prem Worldox system.

NetDocuments delivered a cloud-based DMS with a simpler, more productive UI, faster search, ndMail email integration, self-service recovery, activity logs, and secure sharing—allowing the firm to send files up to 1 GB directly, import large batches without the prior 10-document limit, and avoid on‑prem storage costs. The move to NetDocuments produced immediate operational gains: a smooth onboarding experience, quicker document retrieval, streamlined file sharing, and clear time and cost savings for the firm.

Richard and Richard

Gary Smith

Legal Administrator