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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance productivity and streamline operations by automating everyday tasks and ensuring precision and uniformity throughout your organization with Access Legal's case management software. Foster a culture of teamwork, adaptability, and efficiency, with the assurance that your team can operate from any location while your solution remains secure and ready for future challenges. By implementing Access Legal's case management system, you can significantly boost your efficiency. Reduce administrative burdens and empower your attorneys to focus on their core competencies, ultimately leading to improved outcomes for cases. The system allows you to save time at every stage—from setting up client files and tracking case time to sharing documents with clients—thereby increasing your billable hours, enhancing value, and providing top-notch client service. Quickly initiate client and matter setups by easily importing client information, ensuring precise data entry without the need for repetitive input, and transforming the way your firm operates.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Case Crafter Yes 
InfoTrack Yes 
Microsoft 365 No 
Microsoft Outlook No 
Microsoft SharePoint No 

Integrations

Case Crafter No 
InfoTrack No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 

Pricing Details

No price information available.
Free Trial No 
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 No 
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 No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Access Group Legal

Country

United Kingdom

Website

www.theaccessgroup.com/en-gb/legal/software/case-management/

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

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

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 

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