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ease
features
design
support

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Description

OneAdvanced Practice and Case Management is a comprehensive legal operations platform designed to drive performance and efficiency across law firms. It centralises case management, practice management, and financial compliance into one unified solution. Built on Microsoft Azure, the platform delivers enterprise-grade security, resilience, and continuous availability. Firms benefit from embedded UK compliance standards that support regulatory confidence and best practice. Cloud-native architecture ensures users always have access to the latest features and security updates. The solution includes in-built legal accounts, legal forms, and wills management to simplify complex workflows. User dashboards and collaboration tools improve visibility and teamwork. Microsoft integration enhances document handling and productivity. In-product learning supports faster adoption and continuous improvement. OneAdvanced Practice and Case Management enables firms to operate smarter and more securely.

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

Screenshots View All

Screenshots View All

Integrations

Introhive
Microsoft 365
Microsoft Entra ID
Microsoft Outlook
Microsoft SharePoint
Tikit

Integrations

Introhive
Microsoft 365
Microsoft Entra ID
Microsoft Outlook
Microsoft SharePoint
Tikit

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

OneAdvanced

Founded

2006

Country

United Kingdom

Website

www.oneadvanced.com/products/practice-and-case-management/

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

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