Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Customizable reports offer clarity regarding the specific Holds associated with each custodian, detailing who has acknowledged their holds and who has not. These reports can be generated instantaneously and exported in various formats for ease of use. Through the Custodian Portal, custodians can conveniently respond to hold notices and related questionnaires from any device, eliminating the need for communication with the legal team. This user-friendly interface enables custodians to effortlessly view all their associated holds in real-time. Additionally, you can create, automate, and manage email message templates by utilizing information placeholders, enhancing efficiency. By selecting different types of communication, you can design tailored questionnaires that improve the management of holds and custodians. With the introduction of custom reminder scheduling, questionnaires, and tracking, the hassle of manual reminders is a thing of the past. Instead of continually following up with custodians, leverage automatic audit reports to maintain compliance in your eDiscovery process while ensuring that your holds are defensible in court. This streamlined approach not only saves time but also strengthens the integrity of your legal processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Integrations
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
Yes
Live Rep (24/7)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Vendor Details
Company Name
ZyLAB
Founded
1983
Country
Netherlands
Website
www.zylab.com/en/product/legal-hold
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