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Average Ratings 0 Ratings
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.
Description
Our goal is to enhance your productivity, refine your professional presence, enable you to handle more cases, and boost your profits. The Attorney Case File is an all-in-one case management solution composed of three key components, offered at a single price, designed to assist you in achieving these objectives and beyond. This system provides remarkable flexibility and extensive detail for managing virtually any case type your firm encounters. Whether dealing with civil or criminal matters, family law or corporate issues, tax or tort cases, and whether representing plaintiffs or defendants, the Attorney Case File is essential for case management at all skill levels and within any size firm. No matter your specialty, this is an indispensable resource you cannot overlook. This comprehensive, forms-based package encompasses everything from initial client intake and tracking billable hours to conducting legal research, undertaking thorough investigations, and assembling a detailed trial notebook when court proceedings are necessary. By streamlining these processes, the Attorney Case File ultimately allows you to dedicate more time to your clients and less time on administrative tasks.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$249.96 one-time payment
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
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Vendor Details
Company Name
InfoQuest
Website
www.theattorneycasefile.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