Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Modern law offices require effective legal case and practice management software to thrive. To successfully operate a firm, it is essential to find an efficient method for handling an increasing volume of cases. By simplifying case management, you can not only grow your business but also retain your current clients. As your clientele expands, you will never lose sight of vital details again. Automating the association of billable hours with the right clients removes the hassle of time tracking and billing processes. Managing a large influx of paperwork can be overwhelming, especially with time constraints. CaseWizard empowers you to manage up to three times the number of cases while still delivering high-quality service. This software allows you to handle documents that you have created, received, or scanned. Additionally, you can easily sort, filter, and categorize these documents according to specific case requirements. New documents can also be generated using customizable templates, making the process even more efficient. Furthermore, your monthly subscription includes full access to CaseWizard support without any extra costs. This means you can focus on what matters most—providing exceptional legal services to your clients.
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
$40 per user per month
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
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
CaseWizard
Country
United States
Website
www.casewizard.com
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
Yes
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