Average Ratings 0 Ratings
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
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
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
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
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
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