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Frequently Asked Questions

Getting Started

How do I get a free trial?

Click the "Free Trial" button in the header and enter your email address. Please use your work email address rather than your Gmail address for the trial.

Can I get a demo?

Yes! Just visit this page to sign up for a demo. We'll email you a link so that you can choose a time that works with your busy schedule.

Can I access my account from my phone or tablet?

CaseFleet can be easily and securely accessed 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: some interactivity with documents will be limited on a touchscreen.

Can I use CaseFleet if I'm not an attorney?

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 they were primarily developed for attorneys, CaseFleet and Timelines are useful for journalists, graduate students, pro se litigants, investigators, and more.

Why should I choose CaseFleet?

Because we’re the best! Of course, that’s our opinion, but we back up that claim with our ease of use, support availability, security, uptime, and feature offerings. We make it easy to migrate to us – and from us – so we’re definitely worth trying out. CaseFleet also strives to be the best platform for practicing attorneys, and our own background as practicing lawyers helps us design tools that solve real-world problems. Read about the company and about our team to learn more.

How is CaseFleet different from other case management solutions?

CaseFleet offers a different solution from other cloud-based practice management software. Our unique chronology building tools allow you to lay out the facts of each case, so important details such as names, dates, locations, and more can be recalled at the click of a button. Each entry can be tied to a contact or document, so you don’t have to search through multiple systems for the information you need.


Do you charge for support?

Never! You don’t need to upgrade to a higher tier just to get access to great support – all of our users deserve the best support, and that’s what we provide.

What are your support hours?

We are available for support from 9am to 6pm EST, Monday through Friday. The best way to reach us is through the chat function within CaseFleet.

Which web browsers can I use to access CaseFleet?

We recommend using Google Chrome because it is the fastest and most secure browser. Speed makes a difference when you're working on a big case. We also support and test against Safari, Firefox, and Edge. We do not support Internet Explorer. In fact, if you use Internet Explorer, you'll see a large warning advising you to use a different browser.

We don't support Internet Explorer for two reasons: (1) it is already going "the way of the Dodo" (extinct) and (2) not building around its limitations enables us to build a much better application for the other browsers.

Is CaseFleet compatible with Macs / Apple computers?

Yes! CaseFleet runs on any computer that can run a web browser, such as Chrome, Safari, or Firefox. This means that you can also run CaseFleet on a tablet or smart phone.

What if I need help?

We’re here for you! First, we recommend checking out our Support Pages which provide step-by-step instructions for each of CaseFleet‘s features.  If you still can’t find the answer you need, email us at support@casefleet.com.

Accounts & Security

Do you see the data I enter?

We do not. We're lawyers ourselves, and we understand the importance of keeping client data absolutely 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.

How do I know the information I enter is secure?

The security of your information is our top priority, and we ensure that 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. You can read more about our security features here.

All information is backed up and even versioned so that all data can be recovered from a previous state. You can also export your data as often as you like to make local backups, should you wish.


Do you offer different prices for different kinds of users, like paralegals?

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.

What happens if I sign up for an annual plan and the number of users changes during the year?

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, however. 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.


Does CaseFleet create facts for me?

We haven't figured that out yet, but we think that Highlights - our document reviewer - is the next best thing. To create facts for your case, just upload documents, open them in Highlights, and start highlighting! You'll create facts as you go, and each fact will be linked back to the specific documents and pages that prove it.

Got Questions?

We have answers. If you don't find what you want here, check out our support documentation, give us a call, or send us a message on chat.

Don't forget: You can filter answers on this page by entering keywords in the search box.

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