CaseFleet

Review of CaseFleet Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About CaseFleet

CaseFleet is cloud-based, legal case management software that helps users organize case facts, track deadlines and manage litigation and investigations. CaseFleet allows users to detail out the facts of each case in a timeline including witnesses, locations, dates and evidence to create case chronologies. Users can attach documents and case facts to time points. Users can search facts, sort by date and time and edit facts inline. They can also filter by contacts, issues, date ranges and sources. Users can create facts by highlighting the text in their documents. CaseFleet’s robust search feature allows users to find keyword matches in the text of their documents. Matching text gets highlighted as users start searching in the document. CaseFleet provides two-factor authentication, 256-bit encryption and data backups. Support is provided via email. Pricing is subscription-based depending on the number of users per month.

CaseFleet Screenshots

CaseFleet Features

Features of CaseFleet
Billable & Non-Billable Hours
Calendar Management
Case Notes
Client Portal
Communication Management
Conflict Management
Electronic Signature
Task Management
Trust Accounting
Workflow Management

Customer Reviews

See why people love CaseFleet

5 Star
70%
4 Star
20%
3 Star
0%
2 Star
0%
1 Star
10%

Law Office of Christopher D.

Verified User

Law Practice · 11-50 employees

Used daily for less than 2 years
Dec 22, 2025

Casefleet Document Management

We saved thousands each month with CaseFleet. Also CaseFleet customer service is phenomenal.

What they liked
  • Casefleet is the best web-based document management platform on the market
  • I own and manage a small firm with a large class action practice - we regularly draw very large law firms as our opponents & must process and review large amounts of data with efficiency to win
  • For years I was paying for hosted services that were way too expensive - the pricing model, particularly was it related to processing, was unsustainable
  • Casefleet's DIY web-based document processing (with reasonable per upload pricing and free storage
  • ) allowed us to ditch the hosted platforms and we saved thousands
Room for improvement
  • I don't have many negative things to say about the product - it's not a true practice management platform if that's what you are looking for
  • It's best for individual case management/organization and document management for litigators
  • For those purposes, Casefleet has no peer
Switched From

Cost, ease of use, and customer sertice.

Why they chose it

"NetDocuments is a hybrid cloud platform we lost control of versioning. Customer service is not good."

Deanna F.

Verified User

Law Practice · 11-50 employees

Used weekly for free trial
Dec 22, 2025

Best program for evidence management.

They extended my trial period to allow me to share with our Office Administrator and Litigation Staff.

What they liked
  • CaseFleet is easy the best program I have found to manage evidence
  • It only took 15 minutes to learn to use it, and after only 4 hours I generated a comprehensive fact report and timeline that would have taken many more hours to create manually
  • Other programs require significant unbillable data entry time, but with CaseFleet I can generate an immediate work product and capture all the time as billable
  • I love this program
Room for improvement
  • I love all the features, so what I like least is the pricing
Switched From

CaseMap is VERY expensive, and very time intensive to enter data, and not all that useful unless you have a person dedicated to entering significant tags and filters with each fact. Also, CaseMap lost all the facts we entered for an entire case and was unable to recover them. Also, learning CaseMap required multiple webinars with the Rep, and we were still confused.

Zoey A.

Verified User
Used daily for less than 6 months
Dec 22, 2025

Great way to organize large number of clients for one case

Used daily for less than 6 months

What they liked
  • Great way to organize a large number of clients for one case
  • It's also nice to communicate with my coworkers through the app
Room for improvement
  • My account doesn't work so I have to use someone else's
  • I tried to get help and the help didn't do anyThing

Aaron W.

Verified User

Law Practice · 51-200 employees

Used daily for less than 2 years
Dec 22, 2025

Aaron's Review

It has been a fantastic tool for managing cases from start to finish. It has become indispensable in my legal practice.

What they liked
  • It enables us to evaluate client documents in order to create document indexes, cast of character lists, and fact chronologies
  • We then work with our clients to work up complete this review
  • We can then work internally to develop a litigation, discovery, and settlement plan based on this review
  • Casefleet offers a unified platform for completing all of these tasks
Room for improvement
  • We use a few features on a regular basis
  • Some of these options can be saved as templates and employed on numerous occasions
  • It would be beneficial to extend these template features to other areas
Switched From

Casefleet has no storage restrictions. It enables remote access. It supports two guest accounts for each case, allowing for communication with clients and co-counsel. It is also extremely adaptable.

Debora V.

Verified User

Law Practice · 51-200 employees

Used monthly for less than 2 years
Dec 22, 2025

Legal Fact Chronologies

My contact person has been very helpful and getting the documents uploaded has been seamless.

What they liked
  • We were looking for a product to replace CaseMap to help us with creating detailed factual chronologies for our cases during our review of pleadings, case documents, and deposition transcripts
  • CaseFleet fits the bill and we found it to be very user friendly
Room for improvement
  • I wish they could have set it up where the firm is billed and can then pay for the annual fee without having to have a personal credit card on file
  • Also, I wish there were a separate field called "source" where you could identify a document by title or bates number without having to include it in the description of the document or having the document uploaded
Switched From

Ipro is not user friendly and did not work well for fact chronologies. It is better when using large volumes of documents, however. For smaller cases, CaseFleet is perfect.

Why they chose it

"I liked that it is a flat fee per user and not a per case or per gig charge."

Laura W.

Verified User

Law Practice · 2-10 employees

Used monthly for less than 2 years
May 28, 2026

Best use of your money for a litigator!

I'll just add that their customer service is truly fantastic. In addition to everything else, having people willing to respond to you ASAP in response to questions and time sensitive needs (and who are actual humans) means so much.

What they liked
  • CaseFleet makes it so easy to organize files by contact and pertinent claims, get timelines for your case, and prepare for depos, summary judgment, and trial
  • The various ways to tag and mark documents is crucial, as are all of the variety of report options
  • As someone who struggles to build systems/figure out non-manual ways to do my job, I absolutely love it
  • It has all of that built in and has made my work SO MUCH EASIER
Room for improvement
  • I'd say its transcription could be better for audio files, but I imagine that AI is still being tweaked and worked on generally speaking
  • I do wish it were easier to mark and clip audio though

Stephanie B.

Verified User

Financial Services · Self-Employed

Used weekly for less than 12 months
May 28, 2026

Fantastic

I highly recommend CaseFleet. If there is a time when there are 1000s of pages of documentation to review and the goal is to scrape out information that cannot be done by a model. Then this is the tool.

What they liked
  • The application is easy to use
  • Page markers - know if you reviewed the document page or notThe search function in the document - provides a page number and a snip of information - an easy click to go to the pageReports - compile all highlighted items by fact or issue and zip up all documents accordinglyPick up where you left off - when reviewing documents, a dashboard is shown
Room for improvement

Page markers - an option to only look at "non-reviewed pages" would be niceAn option to add Bates numbers to documents when uploading or anytimeHow to avoid creating duplicate contactsReports to offer percentages by aggeration of a subject (issue/fact)

David B.

Verified User

Law Practice · 2-10 employees

Used daily for less than 12 months
May 28, 2026

Wonderful Customer Service and Support

I needed something to review discovery quickly. In addition, I also needed something to produce out discovery in response to requests from government agencies. I am able to both with Casefleet. And, when I don't know how to do something, the customer service is absolutely incredible. Prior to Casefleet, I was resigned to going through layers of a phone tree in order to maybe get someone who could help only after spending 10 minutes looking up my name, etc. With Casefleet, the help is just about instantaneous. I appreciate how they make me feel valued even though I am a very small customer. Finally, and in an absolute hidden gem of a feature, you can upload a video for example and takes notes on the interview as it's played, and further, print out a list of time-stamped entries with your notes. Plus, you can then use Casefleet to jump to the relevant parts of the video.

What they liked
  • The customer support is probably the best of any company - legal or otherwise - that I have ever encountered
  • My questions are answered almost immediately and when they can't be answered immediately, I get an actual response from a real person letting me know
  • I have worked mostly with [SENSITIVE CONTENT]
  • She is incredible
  • Extremely knowledgeable, friendly and professional
  • If she does not know the answer, then she will find out
  • Very, very impressed
Room for improvement

For individual sources, I'd like to be able to do inline editing for all fields in the list view rather than having to go into a source to make changes

Switched From

At the time, the ability to add guest users quickly. I have stayed because of the continued development of the product and the incredible customer service.

Verified Professional

Newspapers · 2-10 employees

Used weekly for more than 2 years
May 28, 2026

Great for case management and investigations

Newspapers

What they liked
  • CaseFleet's easy of use is impressive
  • The software makes it simple to upload lots of PDFs for a case, manage the issues related to them and, most important of all, facilitates the extraction of facts from the documents
  • Building a timeline of facts and referring to them is equally simple
  • Instead of wasting time with complicated and bloated setups, CaseFleet helps focus only in create meaning from the documents
Room for improvement

For the purposes of managing large case documents (hundreds of PDFs) and building complex timelines, I didn't miss any features

Verified Professional

Law Practice · 2-10 employees

Used weekly for less than 12 months
May 28, 2026

TIMELINES!

Law Practice

What they liked
  • First, the amazing team
  • I have only had two or three questions but the chat feature is awesome and it is a real human
  • Also, CaseFleet take an active interest in feedback
  • They are attorneys that are building an application for attorneys to use
  • Next, Timelines allows me to enter a relevant fact, tag it to an issue, the black letter law, separate out the elements and tag facts and the upload the documentary evidence supporting the facts
  • Then you can run reports
  • The reports are perfect for anyone who has trouble with CREAC organization
  • There are several options
  • Especially in a simple litigation case it can be a real time saver
  • In a complex case, a life saver (esp if you don’t have a team of paralegals and interns assisting in organizing and weeding out relevant facts and corresponding supporting evidence)
  • I began using their Practice Management feature recently but have not spent enough time with it to comment
  • You can get one without the other so I recommend everyone at least demo Timelines
  • I have never seen anything like it, as simple and affordable, on the market
Room for improvement
  • When I am on my iPhone and using CaseFleet, there are certain objects that I can’t click because they are outside the display parameters
  • But it does not stop me from updating facts or adding my Westlaw research while I am in line at Starbucks

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