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01

Activate your account

Open the email from Casefleet and click Activate trial. You'll be prompted to set your password and complete your profile in just a few clicks.

Didn't get it? Check spam or email support@casefleet.com.

Activation email
Create your first case
02

Create your first case

Name your case — or hit Use a sample case to jump straight into a pre-loaded matter and explore the full product in seconds.

03

Upload your documents

Go to the Sources tab and upload your case documents. PDFs, Word files, emails — Casefleet reads them all and makes them searchable and AI-ready.

Skipped to the sample case? Your documents are already there.

Upload documents in Sources tab
AI Assistant
04

Ask the AI anything

Click AI Assistant in the top right corner. Ask it to summarize documents, find key facts, outline claims, or brainstorm strategy — all grounded in your actual case files.

Need a hand? Browse support articles →