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Description
Creator of the Legal Cloud®, an exclusive cloud-based platform for plaintiff personal injury law firms. CloudLex®, a suite of innovative apps that allows attorneys to manage and grow their practice, enables them to build, manage and grow it.
Description
TrusteSolutions stands as a pioneer in the realm of cloud-based case management software designed specifically for the needs of busy trustees, consistently pushing the boundaries of innovation to provide cutting-edge technology that empowers you to take charge of your casework. With features like integrated workflow automation and seamless banking solutions, TrusteSolutions enhances your daily operations, promoting greater efficiency so you can achieve more with fewer clicks. Transitioning to a new case management system can feel overwhelming, which is why we emphasize a clear and thoughtful approach to our conversion process. Recognizing that the details matter, we've developed a distinctive strategy that guarantees a hassle-free transition, allowing you to discover the keys to a swift and straightforward move to your next case management provider. Not only do we have a strong online presence, but we also originated in the digital space, ensuring we are well-equipped for today’s fast-paced environment. In an era where mobility is essential, you can easily access all your files, case notes, and documents, whether you're in court or on the move, ensuring you stay connected and productive. Embrace the future of case management with confidence, knowing TrusteSolutions has your back at every step.
API Access
Has API
No
API Access
Has API
No
Integrations
Dropbox
Yes
Google Calendar
Yes
Google Drive
Yes
Microsoft 365
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
Integrations
Dropbox
No
Google Calendar
No
Google Drive
No
Microsoft 365
No
Microsoft OneDrive
No
Microsoft Outlook
No
Microsoft Word
No
Pricing Details
Contact Us to Discuss
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
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
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CloudLex
Founded
2015
Country
United States
Website
www.cloudlex.com
Vendor Details
Company Name
TrusteSolutions
Country
United States
Website
www.trustesolutions.com
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
No
Legal Calendar
Case Defined Timekeepers
No
Completion Tracking
Yes
Conflict Management
Yes
Multi-Office
Yes
Reminders
Yes
Rules-Based Scheduling
No
Staff Calendar
Yes
Status Tracking
Yes
Task Management
Yes
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
No
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
No
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
No
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
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
