AgileCase Description
Engage with your clients, document interactions, refresh information, and work together with your colleagues. Navigate cases through your established workflow from initiation to completion. Transition cases through essential phases and evaluate progress effectively. Safeguard your information by importing emails, documents, notes, and images seamlessly. You can import and export data from various sources, including third-party applications. Utilize AgileCase for comprehensive storage, backup, auditing, and processing functionalities. Modifying data—whether adding, editing, or deleting—is straightforward and secure. Changes are instantly reflected throughout the AgileCase platform, which minimizes the need for repetitive data entry and helps reduce mistakes. With a user-friendly interface, entering data and updating records becomes a hassle-free experience. Different types of fields cater to various data categories, allowing you to concentrate on the content rather than the entry process. AgileCase adheres to the highest security protocols, ensuring your information is safe and securely held on our servers. We are fully compliant with GDPR regulations, treating your data with the highest level of care and consideration. Furthermore, our commitment to data integrity means you can trust us to handle your information responsibly at all times.
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Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.
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monday.com
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defenderData
Our adaptable technology platform is designed to provide each client with a solution that is uniquely tailored to their needs. defenderData™ offers extensive customization options, allowing your system to function precisely as you envision. To effectively manage security within the application interface, we establish groups that mirror typical roles found in an office environment. This robust case management system, defenderData™, is specifically crafted to manage the high caseloads that are typical in public defender offices nationwide. Appointments and hearings logged in the case file are automatically reflected in the calendars of attorneys and staff involved in the case, ensuring seamless coordination. Additionally, our dD Mobile feature grants access to essential case details, notes, calendars, and documents on the go. You can modify your timesheets, adjust your schedule, and update case notes from virtually anywhere. With the ability to capture images using your mobile device and directly attach them to your case file, staying organized and informed has never been easier. This innovative approach enhances workflow efficiency, empowering legal professionals to focus more on their clients and less on administrative tasks.
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Repstor custodian
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.
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Pricing
Pricing Starts At:
$25 per user per month
Integrations
No Integrations at this time
Company Details
Company:
AgileCase
Year Founded:
2013
Headquarters:
United Kingdom
Website:
www.agilecase.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
AgileCase Features and Options
Legal Case Management Software
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
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