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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 Caseworker Connect?

Caseworker Connect is tailored to meet your specific requirements, providing assistance for everything from short, one-off engagements via helplines or drop-in sessions to intricate case files that may be active for longer durations. This platform features an extensive array of tools that enable you to efficiently document and report critical information. With advanced functionalities such as Smart Notes and a diverse range of integrated features, Caseworker Connect is designed to empower you in delivering outstanding service to the various client groups you serve. It guarantees that each team member can quickly access important data through a robust compilation of case lists, action items, and summaries, available on any device, including PCs, laptops, tablets, or smartphones. Additionally, it promotes the establishment of significant client relationships by offering personalized options that align with their preferences, enabling you to monitor their experiences and every interaction with your organization effortlessly. In essence, Caseworker Connect acts as an indispensable tool for enhancing the support you offer, ensuring that your clients receive the individualized care they rightfully expect. By streamlining communication and information sharing, it ultimately contributes to improved client outcomes and satisfaction.

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

Pricing not provided.
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

Blue Door Software

Company Location

United Kingdom

Company Website

www.bluedoorsoftware.co.uk

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

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

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