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Description
Case management utilizes software to effectively oversee business cases from their beginning stages all the way to resolution. This method merges human involvement with intelligent automation to enhance efficiency. The path to resolving a case is often influenced by human choices, unforeseen circumstances, established policies and regulations, and shifts in the status of content, rather than relying solely on factors that can be anticipated and defined through a structured workflow design. Additionally, this dynamic approach allows for flexibility, enabling organizations to adapt to various challenges that may arise during the case management process.
Description
TrusteSolutions stands as a pioneer in the realm of cloud-based case management software designed specifically for the needs of busy trustees, consistently pushing the boundaries of innovation to provide cutting-edge technology that empowers you to take charge of your casework. With features like integrated workflow automation and seamless banking solutions, TrusteSolutions enhances your daily operations, promoting greater efficiency so you can achieve more with fewer clicks. Transitioning to a new case management system can feel overwhelming, which is why we emphasize a clear and thoughtful approach to our conversion process. Recognizing that the details matter, we've developed a distinctive strategy that guarantees a hassle-free transition, allowing you to discover the keys to a swift and straightforward move to your next case management provider. Not only do we have a strong online presence, but we also originated in the digital space, ensuring we are well-equipped for today’s fast-paced environment. In an era where mobility is essential, you can easily access all your files, case notes, and documents, whether you're in court or on the move, ensuring you stay connected and productive. Embrace the future of case management with confidence, knowing TrusteSolutions has your back at every step.
API Access
Has API
API Access
Has API
Integrations
Pismo
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
Newgen Software
Founded
1992
Country
United States
Website
www.newgensoft.com
Vendor Details
Company Name
TrusteSolutions
Country
United States
Website
www.trustesolutions.com
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
