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Description
CaseAware Mobile provides secure, on-the-go access to essential case details, ensuring real-time insights into file status from virtually anywhere. This mobile application goes beyond merely allowing users to check case histories; it eliminates the hassle of deciphering handwritten notes from days prior or making urgent calls to the main office. With CaseAware Mobile, users can easily jot down notes or take photos of documents, seamlessly saving them directly into their files using their Apple or Android devices. Tailored specifically for an industry that demands security, efficiency, and automation without breaking the bank, CaseAware stands out as a distinctive case management system. Serving over 160 law firms across the nation, we recognize that a universal solution doesn’t meet everyone's needs, which is why our range of CaseAware products and services includes adaptable features, personalized options, and versatile support models that cater to every budget, case load, and firm size, ensuring a perfect fit for your unique requirements. Our commitment to innovation and customer satisfaction makes CaseAware a trusted partner in enhancing legal practices.
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
Process Server's Toolbox
Integrations
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Process Server's Toolbox
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
KMC Information Systems
Website
www.caseaware.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
