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Agentic AI for litigation work

AI that does the work, not just describes it

The Casefleet AI Assistant has a litigator's toolkit built in. It reads documents, proposes facts and issues, tags sources, creates tasks, and drafts letters — across thousands of pages of evidence — with you reviewing and approving every step.

User instructing the Casefleet AI Assistant to propose source tags and plan how to tag and rename sources

What 'agentic' actually means in Casefleet

A typical legal AI tool answers questions. The Casefleet AI Assistant takes actions — extracting facts, tagging sources, creating tasks, drafting letters.

Every action that changes case data is proposed first, with the evidence visible. You approve, edit, or reject. The AI does the reading and the work; you hold the approval line.

Agentic fact extraction

Ask the Assistant to find facts in a document, a folder, or the whole case. It reads each source, identifies legally significant statements, and proposes facts with citations back to the source.

Review each one, edit, approve, or reject. The chronology builds from the evidence you've already uploaded — no manual transcription.

AI Assistant proposing facts extracted from case documents — each with citations, issue tags, and linked entities
The Casefleet AI Assistant proposing legal issues found across the case file — each issue with supporting and contrary evidence ready for review

Issue spotting across the case file

The Assistant reads your evidence and proposes the legal issues at play — claims, defenses, elements to prove or disprove — each with the supporting and contrary evidence it found.

Use it at the start of a matter to scope the case, or at trial prep to confirm nothing slipped through.

A built-in planner for multi-step work

For complex requests, the Assistant lays out a markdown checklist of the steps it intends to take — visible the whole time, updated as it works.

You can see exactly where the agent is, interrupt and redirect, or let it pause at approval steps. A real plan, executed step by step, with state you can see.

The Casefleet AI Assistant's Plan Created step — a visible markdown checklist with context, goal, and pending sub-steps for extracting facts from case sources

Built for litigation work, used in real cases

quote icon

One of the nicest things about Casefleet is when you start creating the facts, it's just easy to go back and look at the chronology that it's creating for you as you're progressing through the matter.

Risa Beck, Paralegal Manager, Hutchison & Steffen / Las Vegas
Risa Beck, Paralegal Manager, Hutchison & Steffen / Las Vegas

AI-powered document review and tagging

The Assistant reads alongside you — proposing source tags, recognizing document types, flagging records that look factually significant.

Bulk operations like tagging a production or renaming a batch are reviewed as a single batch. Higher-stakes proposals (facts, issues, tasks) are reviewed per-record. The right friction for the right action.

The Casefleet AI Assistant's per-record edit suggestions panel showing 15 proposed source renames, each individually visible before batch approval
The Casefleet AI Assistant conversation sidebar showing three agents running concurrently on the same case — each with its own active progress indicator

Multiple agents, in parallel

Run multiple AI Assistants on the same case at once — one extracting facts, another tagging documents, a third drafting a summary. Each has its own conversation, plan, and approval queue.

Agents do the reading and proposing in the background. You spend your time deciding, not waiting.

What the Assistant can do, today

Read & analyze
  • Document content including text, spreadsheets, and images
  • Semantic search across the entire case file
  • Keyword search as a fallback for unprocessed sources
  • Case statistics and document-level metadata
Propose & save
  • Facts with source citations — reviewed one at a time
  • Issues with supporting and contrary evidence — one at a time
  • Tasks with deadlines and assignees — one at a time
  • Source tags & renames — reviewed as a batch
  • Drafts of letters, motions, discovery
Plan & run in parallel
  • Multi-step plans the Assistant builds and follows
  • Progress updates as each step completes
  • Multiple agents running concurrently on the same case
  • Revision history on every draft and edit
The Casefleet AI Assistant pausing for the user's review of proposed source tags and an organization plan — Cancel and Continue controls visible

You stay in the driver's seat

Every action that changes case data is proposed first, with the evidence visible. For each proposal you can:

  • Approve — apply the change.
  • Edit then approve — adjust before it lands.
  • Reject — discard. No change made.

Facts, issues, and tasks are reviewed one at a time. Tag and rename proposals are reviewed as a batch.

See agentic AI working in a real case file

Start a 14-day free trial — all AI features included, no credit card required.

Agentic AI for litigation FAQs

What does 'agentic' mean here, in plain terms?

The AI does work in your case file, not just chat about it. It extracts facts, proposes issues, tags documents, creates tasks, and drafts documents. The Assistant proposes each action; you approve, edit, or reject before anything is saved.

How is this different from a 'chat with your documents' tool?

Chat-with-your-documents tools answer questions and stop. The Casefleet AI Assistant adds facts to your chronology, applies tags, creates tasks, drafts letters — structured case data and editable documents in the same workspace as the rest of your case.

Can the AI make changes without my approval?

No. Every action that modifies case data is proposed first and requires your approval. The AI never silently edits your case data.

How does the AI handle bulk operations on hundreds of records?

Bulk tag and bulk rename are reviewed as a batch — the Assistant proposes the full set, you approve, edit, or reject in one pass. Higher-stakes proposals — facts, issues, tasks — are reviewed one at a time. Lightweight metadata changes don't need per-record review; substantive case data does.

Does the AI plan complex tasks before executing them?

Yes. For any multi-step request, the Assistant lays out a markdown checklist of the steps it intends to take, updated as it works. You can interrupt or redirect mid-plan, and plans pause at approval steps until you respond.

Can multiple agents run at the same time?

Yes. Run multiple AI Assistant conversations in parallel on the same case — fact extraction in one, tagging in another, drafting in a third. Each is independent with its own plan and approval queue.

What kind of documents can the Assistant work with?

PDFs, Word documents, emails, deposition transcripts, audio and video (transcribed), photos and images, and spreadsheets. Document Intelligence processes each source — OCR, transcription, semantic indexing — so the AI can read, search, and view across the case.

What plan do I need to access the agentic features?

The full AI Assistant toolset is included in the Advanced AI plan ($75/user/month, billed annually). Each user gets 10,000 free credits per month. See the pricing page for details.

How does the Assistant know which documents are relevant to a given task?

Casefleet semantically indexes your case documents into a vector database scoped to your firm and case. The Assistant pulls the most relevant passages into its context and cites them back. It doesn't pull from outside the case.

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