Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
casePRO is a proven solution utilized across various sectors by clients seeking adaptability and a software that offers outstanding durability and return on investment. This platform serves as a comprehensive toolkit, allowing the final solution to be tailored to align with your business operations, enabling you to evolve and expand for the future. By streamlining your workflows, it enhances both your control and compliance capabilities. The system is adept at automatically capturing new inquiries directly from your website while efficiently handling numerous cases or files throughout your organization, including the automatic creation and dispatch of standard documents. Additionally, casePRO provides thorough tracking and management of all data, phone communications, emails, text messages, and documentation. Each case within casePRO boasts a complete audit trail, incorporating all activities related to case viewing, ensuring transparency and accountability. This level of detail is invaluable for maintaining regulatory compliance and operational integrity.
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
Integrations
Microsoft 365
No
Microsoft Outlook
No
Microsoft SharePoint
No
Integrations
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
Yes
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
No
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
Advanced Software
Founded
2001
Country
United Kingdom
Website
www.advancedsoftware.co.uk
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Product Features
Customer Engagement
Analytics
Yes
Churn Management
No
Communication Management
Yes
Community Management
No
Content Syndication
No
Feedback Collection
Yes
Gamification
No
Live Chat
No
Video Content
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