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Meet Casey, Casefleet's AI assistant

An AI assistant that knows your case

Casey, Casefleet's AI assistant

Casey lives inside Casefleet, one click away on every page. Ask questions about your case in natural language, get answers with citations that link directly to source documents, and turn what Casey finds into facts, issues, and tasks — with you approving every step.

Casey docked beside the case home page, ready to help with the case

Help while you work, on every page

Casey is embedded throughout Casefleet — dock it beside your work, pop it out, or collapse it to the edge rail until you need it. Wherever you are in a case, Casey is there with the full case context.

  • Docked, floating, or popped-out layouts that fit your screen
  • Quick actions to analyze, review, draft, and organize
  • Conversations saved per case, searchable across all your cases
  • Run multiple conversations on the same case at once

Intelligent document analysis at your fingertips

Simply ask questions about your case in natural language. Casey 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 the exact location Casey referenced
  • Create facts, issues, tasks and more directly from Casey's responses — see Agentic Workflows for the full toolset
  • Export conversations to PDF, Word, or clipboard
Intelligent document review

What customers say about Casey

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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
Casey introducing itself at the start of case setup and offering to review uploaded files

Set up new cases together

Starting a new matter? Casey greets you on every new case and offers to set it up with you. Add the stipulation, pleadings, or depositions — Casey reads them, then proposes a case description for you to approve.

From there, Casey suggests next steps based on what's actually in your case, so a blank case becomes a working case file in one sitting.

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.

Smart document processing

Curious about Casey?

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

Casey answering questions beside the document viewer during document review

Seamless fact creation workflow

Click any source citation to launch the Document viewer, taking you directly to the highlighted text. Casey works right alongside the viewer, so you can ask about the document you're reading and create facts instantly without manual transcription.

Ask Casey to propose facts and it drafts them with citations attached — see Proposed Facts for the full workflow.

Discuss your case with Casey

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 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

Casey AI assistant FAQs

What subscription do I need to use Casey?

Casey requires an Advanced AI plan subscription with usage-based billing. All accounts include 100,000 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 experience with Casey, run Document Intelligence processing on your most important documents.

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

Source citations in Casey's 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.

Can Casey do more than answer questions?

Yes. Casey has a litigator's toolkit built in — it can propose facts and issues with citations, tag and rename sources in bulk, create tasks, and draft letters and motions. Every change to your case data is proposed first for your review and approval. See Agentic Workflows and Proposed Facts for details.

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 Casey 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.

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