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What is TrusteSolutions?

TrusteSolutions leads the way in offering cloud-based case management software tailored for the demanding needs of busy trustees, relentlessly innovating to deliver advanced technology that enables you to manage your casework effectively. Equipped with features like integrated workflow automation and efficient banking solutions, TrusteSolutions streamlines your daily tasks, enhancing productivity so you can accomplish more with minimal effort. We understand that shifting to a new case management system can be daunting, which is why we prioritize a meticulous and user-friendly conversion process. With a keen awareness of the importance of details, we have crafted a unique strategy that ensures a smooth transition, allowing you to uncover the secrets to an easy switch to your next case management solution. Originating from a strong digital foundation, we boast a robust online presence, positioning us perfectly for today’s rapidly evolving landscape. In a time when mobility is crucial, you can effortlessly access all your files, case notes, and documents, whether you find yourself in court or on the go, ensuring you remain connected and efficient. As you look to the future of case management, embrace it with assurance, knowing that TrusteSolutions is committed to supporting you every step of the way, making your journey seamless and successful.

What is AgileCase?

Interact effectively with your clients, keep a detailed record of all communications, update your knowledge regularly, and collaborate seamlessly with your peers. Manage cases through your workflow from initiation to resolution, ensuring they progress through key stages while monitoring their development closely. Protect your data by importing emails, documents, notes, and images from multiple sources, including external services. With AgileCase, you can efficiently store, back up, audit, and process your information. You can also add, update, or remove data securely, with changes being immediately reflected across the AgileCase platform, which streamlines your workflow and reduces the likelihood of mistakes. The intuitive interface facilitates smooth data entry and updates, enabling you to focus on the substance of your work rather than the intricacies of input processes. Each type of information is assigned a specific field type, which helps you maintain high standards of data quality. AgileCase complies with stringent security measures, ensuring that your information is well-protected and securely stored on our servers. We prioritize adherence to GDPR regulations, handling your data with the utmost responsibility and respect. Furthermore, our dedication to transparency guarantees that you can trust our practices are always aligned with your best interests, fostering a secure and efficient working environment. By utilizing these features, you can enhance both your productivity and data management capabilities.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrusteSolutions

Company Location

United States

Company Website

www.trustesolutions.com

Company Facts

Organization Name

AgileCase

Date Founded

2013

Company Location

United Kingdom

Company Website

www.agilecase.com

Categories and Features

Legal Case Management

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

Categories and Features

Legal Case Management

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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