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Use the tools lawyers use to organize your documents

Life's hardest problems arrive as piles of paper and threads of messages. Casefleet gives you the same tools lawyers use to prepare their cases for trial, so you can organize your documents, build your timeline, and face the situation prepared, with powerful AI doing the heavy lifting.

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Casefleet document organization overview

Folders and cloud drives don't build a story

  • The documents that decide an audit, a claim, or a custody case are scattered across inboxes, phones, portals, and paper.
  • A drive full of files still can't answer "what happened, and when?", the question every examiner, adjuster, and judge asks.
  • Professionals bill by the hour, and disorganized records are the most expensive thing you can hand them.

AI organization for every document

Upload everything: PDFs, photos, scans, spreadsheets, emails, and recordings. Casey, Casefleet's AI assistant, proposes clear names and tags for every file in bulk, with per-record review so you approve every change. Scanned paper becomes searchable text automatically with OCR.

Documents and photos tagged by type in the sources list
Audit chronology with receipts and statements as cited evidence

A timeline with receipts

Build a fact chronology of your situation, where every fact links to the document, message, or transcript that proves it. This is how trial lawyers prepare cases, and it works just as well for an audit response or an insurance appeal as it does in court.

Built for the situations that bury you in paper

The same record-building works for HOA disputes, home purchases and sales, workplace disputes, and anywhere else the documentation decides the outcome.

Whatever you're facing, face it organized.

Search everything, including conversations

Full-text search across every page you've uploaded. Record important conversations where lawful, and Casefleet transcribes them so what was said becomes part of your searchable record alongside what was written.

Message log rendered as searchable evidence in the reviewer
Report builder with chronology and issue report types

Ready to hand off when you bring in a professional

Generate clean, organized reports of your documents and timeline. When you hire an attorney, CPA, or adjuster, they start from your organized file instead of your paper pile, which means better work and smaller bills.

Product screenshots show an illustrative sample case. All names, documents, and details are fictional.

Personal document organization FAQs:

Isn't Casefleet for lawyers?

Casefleet was built for litigators preparing cases for trial, and thousands of legal professionals use it that way. The same tools, AI document organization, fact chronologies, full-text search, work for anyone whose problem arrives as a pile of documents.

How is this different from a cloud drive?

A drive stores files. Casefleet organizes them with AI, makes every page searchable, and connects them into a timeline of facts with citations, so your documents answer questions instead of just sitting in folders.

What file types work?

PDFs, images, office documents, emails, and audio and video recordings, which Casefleet can transcribe. Scanned paper is processed with OCR so it becomes searchable text.

Is my data private?

Your documents belong to you and we do not sell your data. Files are encrypted in transit and at rest, and access is limited as described in our privacy policy. Casefleet serves law firms handling privileged material, and your records get the same security.

Do I need to know legal terminology to use it?

No. If you can upload files and describe what happened, Casefleet and Casey handle the organization. The lawyer part is the rigor of the method, not the vocabulary.

Casefleet overview video

See Casefleet on your kind of case

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