CaseFleet Features

It enables us to evaluate client documents in order to create document indexes, cast of character lists, and fact chronologies. We then work with our clients to work up complete this review. We can then work internally to develop a litigation, discovery, and settlement plan based on this review. Casefleet offers a unified platform for completing all of these tasks.

We use a few features on a regular basis. Some of these options can be saved as templates and employed on numerous occasions. It would be beneficial to extend these template features to other areas.

Aaron, thank you for taking the time to share your experience with CaseFleet thus far. We are so glad to hear everything is working well for your firm. Also happy to hear you've found the templates beneficial. As you mentioned, we too want to expand our template options and have included it in our product roadmap. Please keep us informed of any other ways you feel we can improve! Kind regards, Meg and the CaseFleet Team

Great way to organize a large number of clients for one case. It's also nice to communicate with my coworkers through the app.

My account doesn't work so I have to use someone else's. I tried to get help and the help didn't do anyThing

Hi Zoey, We're a bit puzzled by your review! We work around the clock to provide the best customer support we can, so it's surprising that your review states we didn't do anything to help you with a problem you were having. From our perspective, that's not true. I've reviewed our support communications, and when you reached out to us about updating your email address, we responded within 2...

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The customer support is probably the best of any company - legal or otherwise - that I have ever encountered. My questions are answered almost immediately and when they can't be answered immediately, I get an actual response from a real person letting me know. I have worked mostly with [SENSITIVE CONTENT]. She is incredible. Extremely knowledgeable, friendly and professional. If she does not know the answer, then she will find out. Very, very impressed.

For individual sources, I'd like to be able to do inline editing for all fields in the list view rather than having to go into a source to make changes.

Hi David! Thank you so much for your kind words about our support team. We are glad to hear CaseFleet is suiting your needs. The feedback you've shared with us over the past year has been incredibly valuable, as well. Thank you for your candid assessment and willingness to help us continue to improve the CaseFleet application.

CaseFleet's easy of use is impressive. The software makes it simple to upload lots of PDFs for a case, manage the issues related to them and, most important of all, facilitates the extraction of facts from the documents.Building a timeline of facts and referring to them is equally simple. Instead of wasting time with complicated and bloated setups, CaseFleet helps focus only in create meaning from the documents.

For the purposes of managing large case documents (hundreds of PDFs) and building complex timelines, I didn't miss any features.

Thank you for taking the time to share your feedback with us! We are glad to hear that you're finding CaseFleet useful for your cases. Please don't hesitate to reach out to us at support@casefleet.com with any further thoughts or feedback!

I like how simple and professional the interface is, how responsive (and human!) the customer support is, and the reporting and analytic frameworks.

I would like to customise the product more to our organisational needs and preferences--removing certain fields we don't use and adding those we do, and being able to mass delete.

Hi Molly! Thank you so much for the great feedback. We are always trying to improve CaseFleet, and knowing where our customers feel we can improve is critical to our product strategy. We do have plans to implement a bulk delete option and are investigating the best way to build this into our existing architecture. Please reach out to me with any further questions or concerns that might arise. Happy to assist however I can! Best, Meg Hall Customer Success

I liked that I could cancel at any time. I needed this for trial preparation in one matter. I felt the price, for a small firm, was manageable and worth it. It provided the tools I needed at the time and didn't require a huge commitment. Being able to tie in multiple witnesses and themes in one annotation was great. Task management was helpful, although I was the only user. I'm sure it's that much better with a team utilizing it.

It's hard to fault CaseFleet for this, but when reviewing a document that is lower-quality (maybe scanned and re-scanned several times) the usefulness of the highlighting tool is reduced. It won't be able to select that text accurately. But, it's easy enough to work around.

Hello Alexandra! Thank you for these kind words. I'm so glad you found CaseFleet helpful for your case, and appreciate your candid feedback. Please keep us in mind should the need arise for another case in the future! We're also happy to brainstorm with you to see how your firm could use CaseFleet for other types of matters, as well. Please reach out whenever you're ready to restart your subscription. Best, Meg and the CaseFleet team

I love the ability to manage multiple cases and create chronologies from unlimited documents. I love that you don't have to go through a salesperson or onboarding session. There is no need: Casefleet is functional at onset and its use easy to understand.

I wish there was a way to upload a spreadsheet of facts and that Casefleet would integrate with Dropbox. I believe a contact spreadsheet upload would help a lot of clients.

Hi Kelly! Thanks for your kind words. We're so glad to hear that you've found CaseFleet intuitive to learn and easy to use. We are actually working on a couple of the features you mention wanting here - namely the ability to import contacts and facts to a case via CSV, so stay tuned!

The ability to create a new case solely for trial documents admitted in evidence.

Not that I am aware. It is sometimes difficult rule out certain words in a search

Gina, thanks for sharing your experience with CaseFleet on Capterrra! Please do not hesitate to reach out to our support team if you have any questions or concerns. We are always happy to help ensure you're getting the most from your subscription.

We were looking for a product to replace CaseMap to help us with creating detailed factual chronologies for our cases during our review of pleadings, case documents, and deposition transcripts. CaseFleet fits the bill and we found it to be very user friendly.

I wish they could have set it up where the firm is billed and can then pay for the annual fee without having to have a personal credit card on file. Also, I wish there were a separate field called "source" where you could identify a document by title or bates number without having to include it in the description of the document or having the document uploaded.

Debora, thank you for your glowing review of CaseFleet. We are so glad to hear it has been a useful tool for building out case chronologies. We appreciate your thoughts on our billing options and will certainly consider your feedback as we review our billing policies. We do also have the ability to create "empty" sources for tracking documents without actually uploading them to your case. I will send you a direct email with more details on that option. Thanks again for taking the time to share your feedback with us! Kind regards, Meg Hall

CaseFleet is an essential tool for keeping track of and categorizing facts. With CaseFleet, you can review a document, recording, or deposition transcript, extract all the relevant dates and facts, link them to the relevant people and issues, and never have to turn back to the source. Then you can create terrific reports that include hyperlinks to the source documents. If you need to draft a fact-based motion or prepare for a deposition or trial, you will be ready to go.

I hope that CaseFleet will add document production features. It would be great to have an all-in-one tool. It would also be great if it had more tools for bulk editing document fields, especially during uploads.

Wow! Thank you for those kind words, Margaret. We really appreciate your glowing review, and are so happy to hear CaseFleet has been helpful to your team! Regarding document productions, this is actually a feature currently in development at CaseFleet, so please stay tuned for an update on that front! Kind regards, Meg Hall CaseFleet

First, the amazing team. I have only had two or three questions but the chat feature is awesome and it is a real human. Also, CaseFleet take an active interest in feedback. They are attorneys that are building an application for attorneys to use. Next, Timelines allows me to enter a relevant fact, tag it to an issue, the black letter law, separate out the elements and tag facts and the upload the...

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When I am on my iPhone and using CaseFleet, there are certain objects that I can’t click because they are outside the display parameters. But it does not stop me from updating facts or adding my Westlaw research while I am in line at Starbucks.

I have used several case and practice management apps since I went solo in 1992. I switched to Casefleet because it combines the two. I open Casefleet at the beginning of the day, and I can see where I am with all my cases, both in terms of what is due now and in the immediate future and who I need to remind to make a monthly payment. Casefleet has given me more control over my practice than any other software.

I find the occasional bug. They are so eager to provide customer support that they have an icon on the pages in the case management section. Unfortunately for me, the icon fall on top of the navigational tools.

I like that all of the parts of a case can be viewed in one place, from time entries, to trust account balances, invoices and case expenses.

No cons were added to this review

We love being able to use CaseFleet to manage cases in litigation, which helps us track each other's review of files, and also mark the files for ease of review later on.

I'm still struggling to find a clear and easy way to mark files early on for ease of reference in the future. I feel like more tutorials would help, or perhaps more practice with it. With such a busy practice, for those of me who don't think super structurally, it can be hard to put CaseFleet to its best use right off the bat.

The Timelines feature is the best tool I've used for organizing the facts of a case. Entering facts into the Timeline makes the "story" of a case become clear and eliminates those moments of remembering a fact but forgetting its source. The search functionality is excellent. Customer service is top notch.

The invoicing functionality, while good, may not be suitable for all firms depending on customization and integration needs.

I like the negotiation and timekeeping features. Invoicing is easy, and Box/Dropbox integration is great as well.

No cons were added to this review

I like being able to upload up to 100 sources at one time (newer capability). While I don't utilize all the functionalites currently, my favorite part of this software is being able to highlight sources and create facts from those sources which populate under the "facts" tab. You can also establish issues and create @name like on Facebook to link a fact to a specific person in the case. This makes it easy to find all facts related to that person on Casefleet. We also utilize the "reports" tab to print the fact timeline and there are several options on how you want the facts to display

We decided to use another software for creating imvoices. We weren't able to add as much information in the format we liked (my boss and I). There just isn't much that is editable on the formatting of the invoices, at least from my experience.

The timeline. The ease of billing.

Needs a phone app but as I understand that is in development right now.

I like that I can list the claims, the issues, the elements, and tie the facts to them.

I am anxious with new software in the beginning, but as I learned to use this, it was easy. And it did not take long. I was linking facts to issues, by the second, in a short time.

CaseFleet provides a unique and much-needed tool in the legal industry: The ability to create a factual chronology of a case by piecing together information, documents, images, evidence, etc. It is a very useful and powerful tool for any litigator's arsenal.

CaseFleet is a great tool, but the price point is somewhat high.

How easy it is to upload sources and then review the document. I also like the availability of customer service via chat.

Issues - a great feature that needs tweaked. Tagging is easy, but after that it is very frustrating. When I review facts based on the issue tags it seems there is no way to access the facts via the reviewer.

CaseFleet helps me keep track of discovery, timelines and facts about a case in one place. Helps me in finding connections between what a witness may have said in one report and what was said in another. This allows me to finding inconsistencies or issues that may be crucial in a case.

No cons were added to this review

The product was straight forward. It is an amazing tool for organizing both thoughts and data. It gives you the ability to tag information and support it though their chronological tool. I always feel better knowing that the thoughts are out of my head, along with uploaded evidence, so I can start in the same spot tomorrow.

I want to be honest. I never ran into any issues. The only experience I had was positive.

It is a cost effective, cloud-based software that replaces an antiquated system that was not cloud-based.

Does not have the reports like competitor it is replacing, but I can work with that.