Welcome to Kraft Kennedy

At a recent Worldox deployment, a client asked if it would be possible to set up “personal workspaces” within Worldox that are private only to a given user.  They were trying to prevent having users save outside of Worldox at all costs, but were also aware of the fact that occasionally users would need a place to save their own private documents.  Because Worldox doesn’t support the creation of workspaces or folders like other document management systems do, most Worldox environments don’t take advantage of setting security at a matter level.  We found, however, that using Worldox’s Ethical Wall functionality was a perfect way to accomplish exactly what the client was looking for.
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Security is always a concern in a law firm, and is especially important in the legal department of a corporation. Lawsuits sometimes include the company’s co-workers, competitors, or other sensitive information, where certain matter information needs to be completely hidden from all but a few matter assignees. Securing documents or DMS folders is often simply not enough protection.

Does the system hide the matter from appearing when doing a table look-up on a search form? Does it hide the matter when accessing the matter table via the DMS web module? For some cases, you want to hide the actual matter itself, so users won’t even know it exists.

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