Create standard templates for correspondence, pleadings, and other court filings by uploading templates to CaseFleet. To download a pre-filled template just click "Generate Document" on any contact, case, or lead.
Generate invoices for your cases with the click of a button. We provide a simple interface for finalizing the draft invoice and downloading it in PDF, Word, or CSV format. You can also check your total receivables in an instant using our Accounts Receivables Report.
Accept trust retainers and hold client funds in your trust account with confidence, knowing that your ledger is balanced and up-to-date. If you have clients with multiple cases, you can even transfer balances between open matters, and apply funds to invoices.