Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Workpro does everything you need, and nothing you don’t. This is case management as it should be. Integrate with web forms, social media and company systems. Create, edit and save correspondence without leaving the case. All in an intuitive system trusted by some of the UK’s leading organisations. Consistent, compliant complaints handling: To help you get it right, Workpro provides an all-in-one solution that lets you track and manage every complaint. Know exactly who's doing what and when, using centralised dashboards that your whole team can access. Go beyond your standard HR system: Automate processes, track timescales at a glance and generate reports – all giving you the control and consistency you need to make sure you’re dealing with employees fairly, each and every time.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Oncore No 

Integrations

Microsoft 365 No 
Microsoft Outlook No 
Microsoft SharePoint No 
Oncore Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Vendor Details

Company Name

Workpro

Founded

1969

Country

United Kingdom

Website

www.workpro.com

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

Complaint Management

Case Management Yes 
Complaint Classification Yes 
Corrective Actions (CAPA) Yes 
Customer Complaint Tracking Yes 
Feedback Management Yes 
Forms Management No 
Issue Tracking Yes 
Quality Assurance Management Yes 
Routing No 
Self Service Portal Yes 
Social Media Monitoring No 
Survey Management No 

HR Employee File Management

Access Controls No 
Centralized Employee Files No 
Dashboard Yes 
Email Notifications Yes 
Paper & Digital No 
Regulatory Compliance Yes 
Retention Settings No 
Search Yes 
Sharing Spaces No 
Signature No 

Alternatives

Case Center Reviews

Case Center

Thomson Reuters

Alternatives

CaseMap Reviews

CaseMap

LexisNexis
CaseEnsemble Reviews

CaseEnsemble

Xerdict
Resolve Enterprise Reviews

Resolve Enterprise

Resolve Software Group