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Average Ratings 0 Ratings

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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

Consolidate all your events from various sources such as Exchange Calendar (Outlook), Google Calendar, SalesForce Calendar, SharePoint Lists, SQL Tables, and XML into a single, user-friendly interface that offers diverse viewing options for easier navigation and reference. Seamlessly manage multiple Office 365 Calendars within SharePoint Online and MS Teams using the Virto Calendar Overlay App, which ensures quick access to all your calendars from one central hub. Enhance the efficiency of your marketing team by utilizing two innovative Virto applications. Streamline your SharePoint tasks with a comprehensive and customizable project management solution that allows for tasks to be displayed and organized in a Gantt chart format. The Office 365 Gantt Chart App enables you to visualize the relationships between your team's tasks over time by converting SharePoint list items into a Gantt chart view. Additionally, the SharePoint Bulk File Upload Web Part simplifies the process of uploading numerous files or documents to a SharePoint document library, making file management straightforward and efficient. This integration not only improves productivity but also enhances collaboration across departments, ensuring that everyone stays on the same page.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$299 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

VirtoSoftware

Founded

2000

Country

United States

Website

www.virtosoftware.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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