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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
Casey, Casefleet's AI assistant, docked beside a case
04

Ask Casey anything

Meet Casey, Casefleet's AI assistant — one click away on the right edge of every page. 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 →