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Casefleet vs Word, Excel, OneNote, and Google Docs

General-purpose tools are flexible, but they have no fact data model, no link from a fact to its citation in a source document, and no agentic AI for litigation. Casefleet is purpose-built for litigation, with public pricing from $30/user/month and a 14-day free trial.

Talk to a litigator

The honest bottom line

Most litigation teams who eventually move to dedicated fact-management software start in Word, Excel, OneNote, Notion, or Google Docs. They're free or cheap and everyone has them — and they hold up for the first 50 facts of a case. They break down when you can't search a Word chronology for "every fact involving the defendant's HR director between March and June," can't see which facts have a source citation, can't ask AI to read a 2,000-page production into your existing chronology, and can't share a permissioned workspace with co-counsel.

Casefleet is the dedicated workspace that solves this — every fact links through a citation to its source document, with agentic AI inside the workflow.

Casefleet vs general-purpose tools for litigation

Casefleet
Word / Excel / Google Docs / OneNote / Notion
Each fact has a date, issues, and a citation back to source ✓ — fact chronologies✗ — unstructured text
Click a fact, jump to the page in the source PDF ✓ — linked citationsManual, error-prone
Filter chronology by issue, witness, date range, or tag ✓ — filter builderManual sort only; no relationships
Built-in document review with linked highlights ✓✗
Full-text search across PDFs, transcripts, audio/video ✓OS-level only; no semantic search
Agentic AI workflows ✓ — Agentic WorkflowsChatGPT / Copilot operate outside your case data
AI-proposed facts you approve per-record ✓ — Suggested Facts✗
Visual interactive timelines ✓Static images; manual updates
Generated reports with hyperlinks to source documents ✓Manual hyperlinking
Outlines for cross-exam, summary judgment ✓Manual document
Group permissions for co-counsel and clients ✓ — securityPer-document sharing only

When general-purpose tools are genuinely the right choice

Stay with Word / Excel / Google Docs if you handle a small number of low-complexity matters where the chronology fits on one page, your work is mostly transactional or advisory rather than litigation, you don't review productions of more than a couple hundred pages, and your budget is genuinely $0 above the suite you already pay for. For everyone else, a single document review session with the Advanced AI plan can recover hours otherwise spent transcribing facts by hand.

Where Casefleet is different

From a Casefleet user

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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.

Labor and Employment Litigation Attorney, New York

Frequently asked questions

Can I just use ChatGPT or Copilot on top of my Word/Google Docs?

You can for ad hoc tasks, but ChatGPT and Copilot don't hold your case state — each session you re-upload documents, the model forgets the issues you've extracted, and the output isn't a structured chronology you can filter, share, or export with citations. Casefleet's AI Assistant is grounded in your case workspace and every action it proposes lands inside the data model.

Can Casefleet import my existing Word chronology / Excel facts?

Yes — CSV/Excel fact imports are supported, and Word/PDF documents can be uploaded and reviewed as source materials. On Enterprise plans we'll help structure an unusual migration — get in touch.

How much does Casefleet cost compared to 'free' tools?

Starter is $30/user/month annual; Advanced AI (where the AI features live) is $140/user/month annual. If it saves a few hours per case on chronology building or document review, the per-seat cost is recovered within a single matter. The free trial lets you test it on a real case.

What does Casefleet replace?

For most litigation teams: Word chronologies, Excel fact tables, OneNote case notebooks, Google Docs witness lists, and ad-hoc PDF folders. It doesn't replace billing/timekeeping or eDiscovery review platforms for very large productions.

See Casefleet for litigation fact management

Explore agentic workflows, AI-proposed facts, document intelligence, interactive timelines, outlines, and reports. Or check pricing and start your free trial today.

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