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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CaseAware Mobile provides secure, on-the-go access to essential case details, ensuring real-time insights into file status from virtually anywhere. This mobile application goes beyond merely allowing users to check case histories; it eliminates the hassle of deciphering handwritten notes from days prior or making urgent calls to the main office. With CaseAware Mobile, users can easily jot down notes or take photos of documents, seamlessly saving them directly into their files using their Apple or Android devices. Tailored specifically for an industry that demands security, efficiency, and automation without breaking the bank, CaseAware stands out as a distinctive case management system. Serving over 160 law firms across the nation, we recognize that a universal solution doesn’t meet everyone's needs, which is why our range of CaseAware products and services includes adaptable features, personalized options, and versatile support models that cater to every budget, case load, and firm size, ensuring a perfect fit for your unique requirements. Our commitment to innovation and customer satisfaction makes CaseAware a trusted partner in enhancing legal practices.

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

Microsoft 365 No 
Microsoft Outlook No 
Microsoft SharePoint No 
Process Server's Toolbox Yes 

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Process Server's Toolbox No 

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 Yes 
iPad App Yes 
Android App Yes 
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

KMC Information Systems

Website

www.caseaware.com

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
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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