Additionally, you must be using one of the following Matter Number options in CARET Legal which includes a Client ID and Matter ID:
Integrating with CARET LEGAL
Each user will need to connect his/her individual account with Worldox.
To enable the Integration:
Enter My Settings via the dropdown on the far right of any page
Once opened, under Preference select the “Enable Integration..” button.
You will be prompted to supply your Worldox URL/Username/Password **Please note this only needs to be done once**
Creating New Workspaces
With this integration, users can, with a single click, create a matter in CARET Legal, a Matter in Worldox and have the two linked.
To Do So:
Browse to the New Matter Page in CARET Legal.
Fill out all required fields
Select the “Map Matter to Worldox” option on the lower right hand side
Select the Cabinet of your choosing
Once created, a Worldox tab will display on the Matter Dashboard, displaying the newly created matter.
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