Chat-based Document Analysis - AI-Powered Case File Review

Ask questions about your case in natural language. Get responses with citations that link directly to source documents. Create facts from AI-discovered information with one click.

Intelligent document analysis at your fingertips

Simply ask questions about your case in natural language. Our AI Assistant searches through all your documents and case information, providing precise answers with citations that link directly to source material.

Semantic search across all sources with Document Intelligence
Clickable citations to exact location referenced by the AI
Create facts, issues, tasks and more directly from AI responses
Export conversations to PDF, Word, or clipboard

Customer review of Casefleet's AI Assistant

We are absolutely using the daylights out of the chat feature lately, and it’s becoming my go-to legal AI. It seems to be getting better and better.

Consumer Protection Lawyer, South Carolina

Smart document processing

Process files with Document Intelligence for enhanced semantic search capabilities, delivering more comprehensive responses with precise citations to specific locations.

Even unprocessed documents are searchable through keyword matching, ensuring no information gets overlooked.

Take Casefleet for a spin with our 14-day free trial.

Seamless fact creation workflow

Click any source citation to launch the Document Viewer, taking you directly to the highlighted text. Create facts instantly without manual transcription, reducing errors and saving time.

Perfect for building your case timeline and organizing key evidence as you discover it.

Discuss your case with an AI Assistant

Export conversations

Copy to Clipboard: Paste into other applications
Export to PDF: Formatted document for sharing
Export to DOCX: Word-compatible for editing
Individual Responses: Export specific AI answers

Feedback system

Thumbs Up: Share positive feedback
Thumbs Down: Report issues or problems
Internal Review Only: Feedback stays within Casefleet
No Model Training: Data not used for AI training

Best practices

Specific Questions: Use focused, detailed queries
Legal Keywords: Terms likely in your documents
Validate Citations: Review source material context
New Chats: Start fresh when changing topics

AI document summarization software FAQs

What subscription do I need to use the AI Assistant?

The AI Assistant requires a Standard subscription with usage-based billing. All accounts include 10,000 free credits per month per user. Legacy accounts can request a migration to usage billing to access AI features by contacting support@casefleet.com or using in-app chat. By default, the system will stop at your free credit limit unless you enable overage billing.

What's the difference between documents with and without Document Intelligence processing?

Documents processed with Document Intelligence provide enhanced semantic search capabilities and precise clickable citations that take you directly to highlighted locations in the source document. Standard documents are still searchable through keyword matching, but citations are limited and you won't get the same level of precise location linking. For the best AI Assistant experience, run Document Intelligence processing on your most important documents.

How do citations work and can I create facts from them?

Source citations in AI responses are clickable links that launch the Document Viewer and navigate directly to the relevant location in your documents. From there, you can create facts immediately from the cited information, eliminating manual transcription. Case record citations link to existing facts, entities, issues, or tasks you've already created. Note that citation functionality is only available for documents processed with Document Intelligence.

How are credits used and how can I manage usage?

Credit usage is displayed at the bottom of each conversation, showing both credits consumed and percentage of context used. Extended conversations consume more credits as the AI maintains awareness of the full conversation history. To optimize credit usage, start new conversations when shifting topics rather than continuing long threads. When context usage approaches 100%, consider starting a fresh chat to maintain performance.

What happens to my data when I submit feedback?

When you provide feedback using the thumbs up/down buttons, Casefleet may review the relevant conversation messages to understand issues and improve the service. Your feedback data stays within Casefleet and is never shared with external parties. Importantly, your conversation data is not used to train AI models or anyone else's models - it's only used internally to improve our implementation and address specific issues you've reported.

AI Assistant

Chat-based document analysis, powered by AI