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About

Custodian manages and protects your case and email information within Microsoft 365 by extending the capabilities of SharePoint to help you easily manage cases. Secure and familiar case management tools are provided within Microsoft 365 and are accessible from Microsoft Outlook. Users can use SharePoint sites and lists to store case content. You can apply structure, metadata, workflow processes and policy to each case type easily and consistently. Builds case templates for different case types to provide the building blocks required for each new case. Flexible templates, easy provisioning of cases and the ability to expose case documents in Outlook within a high performance client means that organizations can use custodian to deliver easy SharePoint case management that users will adopt and embrace.

About

TrusteSolutions, the originator of cloud-based case management software for busy trustees, relentlessly innovates, delivering industry-leading technology that puts you in control of your casework. From built-in workflow automation to fully-integrated banking, TrusteSolutions streamlines your daily business processes for maximum efficiency, so you click less and accomplish more. Switching case management systems can be daunting, so it is important to understand how we plan and tackle our conversions. The devil is in the detail, so we have created a unique process that ensures a smooth transition without the hassle factor. Find out the secrets to a quick and easy transition to your next case management provider. We’re not only on the web, we originated there. In today’s fast-paced world, you need to feel confident being mobile. Access all of your files, case notes, and documentation whether in court or on the go.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

HR, legal, PMO, sales, logistics or procurement teams looking for a case management platform for Sharepoint and Microsoft 365

Audience

Organizations requiring a solution to digitize their workflow and streamline their case management processes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Repstor
Founded: 2012
Ireland
www.repstor.com/products/custodian/

Company Information

TrusteSolutions
United States
www.trustesolutions.com

Alternatives

CaseMap

CaseMap

LexisNexis

Alternatives

FullCourt

FullCourt

Justice Systems
Case Center

Case Center

Thomson Reuters
MerusCase

MerusCase

Merus
CaseEnsemble

CaseEnsemble

Xerdict
VIXN

VIXN

Fermata Discovery

Categories

Categories

Integrations

Microsoft 365 Supported
Microsoft Outlook Supported
Microsoft SharePoint Supported

Integrations

Microsoft 365 Not Supported
Microsoft Outlook Not Supported
Microsoft SharePoint Not Supported
Claim Repstor custodian and update features and information
Claim Repstor custodian and update features and information
Claim TrusteSolutions and update features and information
Claim TrusteSolutions and update features and information