CaseFleet

CaseFleet is a comprehensive legal case management software that helps attorneys and law firms organize their cases, streamline workflows, and get the most out of their data. The software offers built-in analytics, timeline tracking, task management, and document organization features. CaseFleet has several different collaboration options that allow users to communicate with each other easily via email or chat. This makes it simple for teams to stay up-to-date on their projects without constantly checking in with each other. With its powerful automation capabilities, the platform allows users to handle routine tasks such as document organization and task assignment quickly. It also helps attorneys stay organized by providing an up-to-date timeline of all the events related to a case, so they can easily access any information they need without searching through piles of paperwork or emails.

CaseFleet’s dashboard gives users an instant snapshot of their data, displaying it in easy-to-read graphs and tables so that attorneys and other legal professionals can identify trends and make evidence-based decisions. CaseFleet has powerful reporting tools that allow users to quickly generate reports on their cases and track progress over time. Reports can be customized according to the user’s needs and include individual case summaries or full audit trails of every action taken in a given case. This makes it easy for businesses to keep track of all their cases to optimize their process and maximize efficiency. 

CaseFleet Features

CaseFleet is a cloud-based software for legal professionals that streamlines the entire legal process from start to finish. CaseFleet’s main features include:

Fact chronologies

CaseFleet’s fact chronologies feature enables users to track and organize various case-related items. This feature can help users visualize the timeline of relevant information within each case, from key facts, documents, and notes, to contacts, events, and images. This also allows for sophisticated search capabilities so that data points can be sought out instantly. Users can group facts into categories, set reminders for upcoming deadlines such as hearings or court dates, and view colored flags to determine which items are especially pressing. This makes it easier for legal professionals to answer questions on the go or review past highlights during client presentations. 

Full-text search

CaseFleet’s full-text search feature lets users quickly and easily locate documents, briefs, and other items associated with a given case. This comprehensive search function enables lawyers to accurately find information within the platform by searching based on familiar keywords, abbreviations, and even numerical data. Users can access case data by inputting only a few characters into the search field. Additionally, the full-text search results are easily organized by relevance and can be adjusted to fit any user’s personal preferences.

Document review

CaseFleet allows users to quickly identify pertinent documents, analyze them, and collaborate with colleagues on shared projects. This innovative tool makes reviewing and discussing case documents more streamlined and efficient. With text searches and tagging tools, users can easily categorize documents according to the type of case or project. Users can add annotations and tracking information to any document they review and sort documents into folders. Furthermore, by integrating workflow automation into this tool, organizations can expect increased accountability and faster case resolution turnaround.

Transcript management

CaseFleet offers a powerful, automated transcript management feature that can help attorneys streamline the process of reviewing transcripts. This feature allows attorneys to quickly and easily identify critical information, such as witness testimony, criminal charges, and judicial findings. The system’s built-in search functionality enables users to locate specific statements on any page in the document. It also extracts relevant phrases and marks them for easy review later on. CaseFleet lets users categorize transcripts according to case type and subject matter for more precise sorting capabilities.

User management

CaseFleet’s user management feature provides users with tools to designate access rights for every account holder. The feature offers a great way for teams to maintain security over sensitive information, allowing cases to be restricted to specific users and even creating separate accounts if desired. Administrators can keep track of all team members’ activities, create roles and settings tailored to different tasks, and manage billing information. All the while, clients remain constantly connected with enhanced visibility into case progress and associated activity. 

Customizable reports

This feature enables users to customize automatic reports based on case documents and automate collaboration between multiple people. Reports can be customized with adjustable date ranges, allowing users to tailor their results to a specific time frame and filter them with criteria such as case status or individual assignment. CaseFleet enables users to choose which data columns should appear in the report, allowing them to monitor their cases closely and generate accurate reports. With a single click, all the generated information can be exported directly into Microsoft Excel. 

Task management

CaseFleet’s task management feature offers users an easy-to-use interface for organizing and tracking the progress of tasks related to their legal cases. It offers various automation features, such as automated reminders, status upgrades, escalation rules, and other preferences tailored to a user’s project needs. Utilizing this feature could be incredibly helpful in managing ever-changing deadlines, ensuring tasks are efficiently delegated across a team, and easily logging the time associated with each task. Additionally, CaseFleet’s integrated AI helps identify upcoming deadlines before a user does, automatically flagging potential risk areas.

Case alerts and notifications

CaseFleet’s case alerts and notifications feature is an incredibly helpful tool for busy legal professionals and law firms. The feature offers timely updates on the progress of cases, which can be easily and quickly monitored through the dashboard. Notifications are sent via email or as a push notification directly to a user’s web browser or mobile device. It gives users control over what they’re notified about, ensuring they can access the information they need at a given time. Notifications can alert users when key events occur in their cases, including deadlines, orders, motions being filed, and even notes and documents added to a case. This feature eliminates manual tracking and helps ensure necessary tasks are completed on schedule to comply with court rules.

CaseFleet Benefits

CaseFleet improves the workflow within a legal team. The platform can be used by attorneys, case managers, paralegals, and other legal personnel responsible for managing deadlines and tasks related to litigation. Users can expect the following benefits from CaseFleet:

Secure data storage

CaseFleet’s secure data storage feature offers users a reliable and safe platform for storing their important case data. All files uploaded to the system are secured using advanced encryption techniques, ensuring only authorized personnel can access these confidential documents. In addition, sensitive data is stored on highly secure servers subject to regular backup and monitoring, guaranteeing an extra layer of security for peace of mind. As part of the service, there is also a file activity log to retrieve information about who accessed or edited any file easily. This makes the platform highly efficient for processing court cases without sacrificing security and privacy.

Advanced filtering

With this platform, users can easily store all of their documents in one secure place. They can quickly locate information and create comprehensive case digests that can be used to showcase a client’s progress in court proceedings or arguments. A powerful search tool helps users easily find the documents they need. CaseFleet allows users to easily organize tasks into categories and assign those tasks to other team members if required. 

Time-saving features

CaseFleet comes with several time-saving features, such as automated reminders and notifications. Users can take advantage of built-in timers that automatically track how much time they spend working on each task, making it easy to bill their clients accurately and efficiently. Its user interface makes transferring data from documents and databases easy, cutting down on tedious manual data entry tasks. Its intuitive task function allows for productivity with one simple click—creating events, notes, and tasks simultaneously. It lets users quickly access case insights through its visual analytics interface and offers integrated research capabilities to make searching more efficient. 

CaseFleet Pricing

CaseFleet offers three plans tailored to teams of various sizes. The Starter plan, priced at $40 monthly, is ideal for solo practitioners or smaller firms, as it includes document review, data visualizations, and chronology-building tools. The Standard plan, its most popular tier, priced at $100 monthly, is tailored to larger firms with multiple users. Users get all the same features as the Starter plan plus additional features such as unlimited documents per case and full-text search. Its Enterprise plan with custom pricing includes all these features plus additional customization options such as advanced user management, data migration services, and premium support. CaseFleet offers a 14-day trial of its software and a 25% discount for annual billing subscriptions.

Conclusion

CaseFleet is an innovative legal software that helps lawyers and legal teams manage their cases. It offers a suite of features designed to make the case management process easier, faster, and more efficient. It provides an easy-to-use task management system that allows users to assign tasks to team members while keeping track of deadlines and progress on each task. With its analytics dashboard, users can quickly conduct advanced searches across large data sets to find key insights that could be critical to a case. Legal professionals can easily share documents with team members or add comments directly within the platform, making it easy for everyone involved in a case to stay up-to-date on the latest developments. CaseFleet is ideal for solo attorneys, small legal groups, large firms, and even corporate teams handling internal disputes.