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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Empower your team, vendors, and clients to collaborate securely on cases while managing communication through logs, emails, and instant messaging, all while controlling access and visibility. With VCM, your business tasks are centralized, and our automation streamlines processes to save you valuable time, emphasizing the concept of "billing as you work" to enhance profitability. Virtual Case Management® offers a comprehensive online solution that encompasses contact, case, and document management, alongside integrated accounting, template reports, and seamless email/IM functionality throughout the case lifecycle. By focusing on the daily processes users engage in, we consolidate and automate these tasks into a single-step solution, eliminating the cumbersome multi-clicks and numerous pages typical of online systems. All case data is conveniently maintained on ONE PAGE, leading to a significant time savings of about 30 minutes each day, translating to approximately 10 hours a month. This efficiency not only improves productivity but also allows users to concentrate on case quality and outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dropbox
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
QuickBooks Online

Integrations

Dropbox
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$24.99 per month
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

Virtual Case Management

Founded

2007

Country

United States

Website

www.virtualcasemanagement.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

Investigation Management

Contact Management
Data Management
Incident Management
Reporting & Statistics
Subject Profiles

Law Enforcement

Case Management
Certification Management
Court Management
Court Management Integration
Crime Scene Management
Criminal Database
Dispatching
Evidence Management
Field Reporting
Incident Mapping
Internal Affairs Administration
Investigation Management
Scheduling

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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