Frequently asked questions

Click the "Free Trial" button in the header and enter your work email address. Note that email addresses from free email providers (such as Gmail, Yahoo, etc.) require a verification step for security. Instructions for activating your free trial or the verification step will be sent by email within a few minutes of completing the free trial form.

Yes. Your 14-day free trial includes access to all AI features with 100 pages of Document Intelligence (AI) processing and 3,000 AI credits per trial account. This lets you experience Document Intelligence (summarization, entity recognition, semantic indexing), AI Assistant, Suggested Facts, and more before subscribing. Once you subscribe to the Advanced AI plan, you'll receive the full free tier allocation: 12,000 Document Intelligence pages and 100,000 AI credits per billed user per month.

Yes. Visit our Talk to Us page to sign up for a personalized demo. We'll email you a link so you can choose a time that works with your schedule. You can also watch our on-demand demo video instead.

Casefleet can be accessed securely from a tablet or phone via your installed browser, so you can view and update your information whether you're in the office or out and about. Note: interactivity with some documents may be limited on a touchscreen.

Of course. Many businesspeople and individuals use Casefleet to track the facts of legal matters and other scenarios where it's useful to have a chronology supported by evidence. Even though it was primarily developed with attorneys in mind, Casefleet has proved to be a powerful tool for investigators, journalists, graduate students, pro se litigants, podcasters, consultants, and more.

Casefleet was built by practicing litigators to solve problems we faced ourselves: keeping facts straight, finding the right document fast, and turning evidence into a coherent story. We pair that lived experience with AI features designed specifically for litigation work — not generic tools retrofitted for legal use. Casefleet is easy to migrate to (and from), our support is available to every user on every plan, and we're built to be a reliable home for your most important cases.

Casefleet is built around facts and evidence rather than calendars and billing. Our chronology tools let you lay out the facts of each case so important details such as names, dates, locations, and exhibits can be recalled at a click. Each fact ties back to the witnesses (entities) and documents (sources) that prove it, so you don't have to search through multiple systems for the information you need.

We're here for you. First, we recommend checking out our Help Center, which provides step-by-step instructions for each of Casefleet's features. We also have in-depth tutorial videos available on demand. You can contact us using the in-app support chat or by email at support@casefleet.com.

We are available for support from 9am to 6pm ET, Monday through Friday. The best way to reach us is through the chat function within Casefleet or by email at support@casefleet.com.

Never. You don't need to upgrade to a higher tier to get great support — every Casefleet user has access to our team.

Casefleet works in any modern web browser, including Chrome, Safari, Firefox, and Edge. We test against current versions of all four to keep your experience consistent.

Yes. Casefleet runs on any computer that can run a modern web browser — including Macs, PCs, Chromebooks, tablets, and smartphones.

Yes. We offer self-serve resources to help you get acquainted with Casefleet, including our Getting Started video, in-depth video tutorial, and searchable Help Center. You can also ask questions through in-app chat or contact our Customer Success team to schedule a personalized training session for your firm.

We do not. We're lawyers ourselves, and we understand the importance of keeping client data confidential. The only scenario where we would access your account is when you give us prior written authorization so that we can assist you with a support issue.

The security of your information is our top priority. Your data is encrypted both in transit to our cloud servers and at rest after it arrives. Our application is built on top of a highly secure and well-respected cloud platform. All information is backed up and versioned so that data can be recovered from a previous state. You can read more on our security page.

Yes, anytime. Casefleet supports exporting your case data in standard formats so you can keep local backups or move to another tool. There are no fees and no waiting periods to export your data.

Casefleet starts at $30 per user per month for the Starter plan and $140 per user per month for Advanced AI, both billed annually. Enterprise plans for teams of 20 or more users have custom pricing. See our pricing page for full plan details and a feature comparison.

We do not. However, if your firm or organization has more than 20 users, we can factor the composition of your team into a custom pricing plan.

If your count of users goes down during the year, a credit will be added to your account and automatically applied the next time you are billed. The credit is not refundable as cash if you cancel. If you add users, you'll be charged a prorated annual fee for the remainder of the year at the time the new user is added. You can read more about subscriptions and billing in our Help Center.

Yes. You can cancel anytime by emailing support@casefleet.com. Your data remains yours — you can export it before or after cancellation.

Yes. HIPAA Business Associate Agreements are available on the Advanced AI and Enterprise plans. Contact us at support@casefleet.com to set one up.

Advanced AI includes Document Intelligence (automatic summaries, named entity recognition, and semantic indexing), Suggested Facts that drafts facts from your documents for one-click acceptance, and an AI Assistant you can chat with about your case — every answer comes with clickable citations back to the source. AI features come with generous monthly free allocations and predictable overage pricing if you need more.

Yes — and you can also create them by hand. With Suggested Facts (AI), Casefleet reads your documents and proposes draft facts that you can accept, edit, or reject with a single click. Document Intelligence (AI) summarizes documents and extracts named entities so you can identify the people, places, and organizations involved without reading every page. For everything AI doesn't catch, our document reviewer lets you create facts by highlighting text — and each fact is automatically linked back to the documents and pages that prove it.

Yes. Casefleet's free guest user feature lets you collaborate on any case with 2 users outside of your company or firm at no cost. Guest users can only work on the specific case you've assigned them to. Reports in Casefleet are also easily generated for quick sharing of case information outside the application.

User feedback is a critical element in Casefleet's product strategy. If you have any thoughts or ideas on ways our application can be improved, please let our team know via the in-app chat or by emailing support@casefleet.com.