Timelines

Learn core concepts and how to set up a case.

Working with Contacts

See how to create contacts and link them to facts.

Working with Issues

Issues help to organize facts around the claims and defenses in your cases.

The facts page is the heart of your timeline. Learn how to create and edit facts, filter, and more.

Managing Sources

Read on to learn how to upload and organize your evidence.

Highlights Document Reviewer

Learn how to use Highlights to review documents within CaseFleet, creating facts that are linked to specific portions of documents.

Learn about our different reports and create work product effortlessly.

Claim Templates

Learn how to create custom Claim Templates with pre-defined lists of issues.

Stay on top of deadlines and track your work with tasks.

Learn how to use full-text search to find keywords in documents, facts, and more.

Account Support

Managing Your Account

Learn how to manage user access and configure or change your account.

Take advantage of our security features for maximum peace of mind in the safety of your data.

Practice Manager

Set billing rates and track time with a click of a button.

Create invoices, track payments, and manage statuses.

Document Automation

Use templates to save time by generating pre-filled documents.

Contacts and Leads

Keep all of your firm's business leads and contacts organized and easily accessible.

Trust Accounting

Learn how to create and manage client trust accounts.

Learn how to track deadlines across all of your cases using CaseFleet's visual calendar.

Learn how to log your emails in CaseFleet.

Use the case activity feed to keep your case file impeccably organized.

CaseScope

Learn how to search!

Learn how to get set up with CaseScope.

Support Options

In addition to our support documentation, we offer in-app chat-based support for trial users and customers. Message us in-app 9 AM -7 PM EST Monday through Friday, with the exception of major US holidays.

Phone Support

We also offer phone support at 1-800-968-3994, but we request that you contact us on chat first to set a time.

Feedback

We're obsessed with making CaseFleet the best tool on the market for litigators. Let us know how we're doing. Send us an email at support@casefleet.com.

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