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Description
Experience the comprehensive solution that empowers your law firm with the freedom and control it needs. Manage case details, journal entries, and time tracking seamlessly within Outlook and Teams. Oversee invoicing and maintain financial health using Microsoft’s robust ERP system. Hold client meetings on Teams, securely share essential documents, and engage in private chats with your colleagues while accessing all necessary case files directly from Teams. Whether you're in a courtroom or a serene countryside location, you can keep all your case materials at hand, even without an internet connection. Work offline on critical documents during your retreat, and effortlessly synchronize your updates upon your return. The limitations of remote desktop software often hinder productivity and complicate collaboration with your team, which can be quite frustrating. Thankfully, those days of remote desktop constraints are behind us. Instead, embrace a new era of efficiency and collaboration in your legal practice.
Description
Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Outlook
Microsoft Dynamics 365
Microsoft Excel
Microsoft SharePoint
Microsoft Teams
Integrations
Microsoft 365
Microsoft Outlook
Microsoft Dynamics 365
Microsoft Excel
Microsoft SharePoint
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Abakion
Founded
2000
Country
Denmark
Website
abakion.com/legal/
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting