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Description
Engage with your clients, document interactions, refresh information, and work together with your colleagues. Navigate cases through your established workflow from initiation to completion. Transition cases through essential phases and evaluate progress effectively. Safeguard your information by importing emails, documents, notes, and images seamlessly. You can import and export data from various sources, including third-party applications. Utilize AgileCase for comprehensive storage, backup, auditing, and processing functionalities. Modifying data—whether adding, editing, or deleting—is straightforward and secure. Changes are instantly reflected throughout the AgileCase platform, which minimizes the need for repetitive data entry and helps reduce mistakes. With a user-friendly interface, entering data and updating records becomes a hassle-free experience. Different types of fields cater to various data categories, allowing you to concentrate on the content rather than the entry process. AgileCase adheres to the highest security protocols, ensuring your information is safe and securely held on our servers. We are fully compliant with GDPR regulations, treating your data with the highest level of care and consideration. Furthermore, our commitment to data integrity means you can trust us to handle your information responsibly at all times.
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 SharePoint
Pricing Details
$25 per user per month
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
AgileCase
Founded
2013
Country
United Kingdom
Website
www.agilecase.com
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
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
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