Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Salesforce’s HR Service Management platform empowers both HR teams and employees with AI-driven solutions that simplify HR processes and enhance service delivery. With an intuitive employee portal, case management features, and automated workflows, employees can easily find answers and complete tasks without assistance. The platform supports seamless communication across channels such as email, phone, and messaging, while also leveraging AI to help HR teams resolve cases more efficiently and scale operations without increasing headcount. Salesforce’s HR Service is designed to drive employee satisfaction and optimize HR service management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APISCRAPY No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 

Integrations

APISCRAPY Yes 
Microsoft 365 No 
Microsoft Outlook No 
Microsoft SharePoint No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/eu/service/employee-engagement/

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

HR Employee File Management

Access Controls No 
Centralized Employee Files No 
Dashboard No 
Email Notifications No 
Paper & Digital No 
Regulatory Compliance No 
Retention Settings No 
Search No 
Sharing Spaces No 
Signature No 

Team Management

Assignment Management Yes 
Commenting / Notes No 
Goal Setting / Tracking No 
Messaging No 
Productivity Analysis No 
Progress Tracking No 
Project Planning No 
Resource Management Yes 
Task Management No 
Third Party Integration No 
Time Tracking No 

Alternatives

Case Center Reviews

Case Center

Thomson Reuters

Alternatives

CaseMap Reviews

CaseMap

LexisNexis
CaseEnsemble Reviews

CaseEnsemble

Xerdict
Sunrise HR Case Management Reviews

Sunrise HR Case Management

Sunrise Software
PeopleDoc Reviews

PeopleDoc

Ultimate Software