CaseFleet 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if CaseFleet is right for your practice?

Our Legal Case Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

CaseFleet

4.7

(39)

Pricing

Starting at $40.00 per month

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 Pricing and Plans

Starting price: $40.00 per month

Free Trial

Free Version

Starter

$40.00

per user, per month

Plan includes:

Chronology Building Tools
Data Visualizations
Document Review
DOCX and PDF Report Formats
Link Facts to Issues and Evidence
Up to 20 Documents Per Case
Witness and Contact Organization and Industry-Leading Data Security

Standard

$100.00

per user, per month

Plan includes:

Chronology Building Tools
Data Visualizations
Document Review
DOCX and PDF Report Formats
Full Text Search and Industry-Leading Data Security
Link Facts to Issues and Evidence
Unlimited Documents Per Case
Up to 20 Documents Per Case
Witness and Contact Organization

Enterprise

Pricing available upon request

Plan includes:

Advanced User Management
Chronology Building Tools
Data Migration Services
Data Visualizations
Document Review
DOCX and PDF Report Formats
Full Text Search
Industry-Leading Data Security
Link Facts to Issues and Evidence
Premium Support and Single Sign-on

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

CaseFleet Features

Popular features found in Legal Case Management
Billable & Non-Billable Hours
Calendar Management
Case Notes
Client Portal
Communication Management
Conflict Management
Electronic Signature
Task Management
Trust Accounting
Workflow Management
More features of CaseFleet
Access Controls/Permissions
Activity Tracking
AI/Machine Learning
Alerts/Notifications
Annotations
Archiving & Retention
Case Alerts
Case Management
Categorization/Grouping
Client Management
Collaboration Tools
Commenting/Notes
Contact Database
Contact Management
Contract/License Management
Customizable Reports
Dashboard
Data Aggregation and Publishing
Data Import/Export
Data Management
Data Visualization
Deadline Management
Document Classification
Document Management
Document Review
Document Storage
Drag & Drop
Duplicate Detection
eDiscovery
Email Management
Evidence Management
File Sharing
For Legal Professionals
Full Text Extraction
Full Text Search
Indexing
Inspection Management
Keyword Search
Metadata Extraction
Metadata Management
Multi-Location
Optical Character Recognition
Real-Time Data
Records Management
Reminders
Reporting/Analytics
Reporting & Statistics
Search/Filter
Secure Data Storage
Self-Service Search
Single Sign On
SSL Security
Status Tracking
Subject Profiles
Tagging
Task Progress Tracking
Timer
Two-Factor Authentication
User Management

CaseFleet User Reviews

Overall Rating

4.7

Ratings Breakdown

79%

18%

Secondary Ratings

Ease of Use

4.6

Value for money

4.5

Customer support

5.0

Functionality

4.4

Law Office of Christopher D.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2023

Casefleet Document Management

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing CaseFleet

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

Reasons for switching to CaseFleet

Cost, ease of use, and customer sertice.

Deanna F.

Verified reviewer

Law Practice

11-50 employees

Used weekly for free trial

Reviewed June 2024

Best program for evidence management.

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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!!

Cons:

I love all the features, so what I like least is the pricing.

Reasons for switching to CaseFleet

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.

Vendor Response

Hello Deanna! Thank you so much for your kind words about Casefleet. I'm glad to hear you're finding our tools useful. Please don't hesitate to reach out to our tam if you have any further questions or need clarification on how anything functions in our app!

Replied July 2024

Zoey A.

Used daily for less than 6 months

Review source

Reviewed May 2018

Great way to organize large number of clients for one case

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great way to organize a large number of clients for one case. It's also nice to communicate with my coworkers through the app.

Cons:

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

Vendor Response

Hi Zoey, We're a bit puzzled by your review! We work around the clock to provide the best customer support we can, so it's surprising that your review states we didn't do anything to help you with a problem you were having. From our perspective, that's not true. I've reviewed our support communications, and when you reached out to us about updating your email address, we responded within 2 minutes. After we helped you find what you needed to change your account email, we didn't hear from you. I wish we'd followed up about the problem, but, to be fair, we can't solve problems we don't know about. We've also reached out to you by phone and email in the past week to see if there are any remaining issues, but again, you have not responded to us. Please connect with us when you are able so that we can resolve any outstanding issues. You can reach us at support@casefleet.com, chat with us in CaseFleet, or dial our free support number 800-968-3994. Thank you, Jeff

Replied May 2018

Aaron W.

Verified reviewer

Law Practice

51-200 employees

Used daily for less than 2 years

Reviewed September 2022

Aaron's Review

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for switching to CaseFleet

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.

Vendor Response

Aaron, thank you for taking the time to share your experience with CaseFleet thus far. We are so glad to hear everything is working well for your firm. Also happy to hear you've found the templates beneficial. As you mentioned, we too want to expand our template options and have included it in our product roadmap. Please keep us informed of any other ways you feel we can improve! Kind regards, Meg and the CaseFleet Team

Replied September 2022

Debora V.

Verified reviewer

Law Practice

51-200 employees

Used monthly for less than 2 years

Reviewed September 2022

Legal Fact Chronologies

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing CaseFleet

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

Reasons for switching to CaseFleet

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.

Vendor Response

Debora, thank you for your glowing review of CaseFleet. We are so glad to hear it has been a useful tool for building out case chronologies. We appreciate your thoughts on our billing options and will certainly consider your feedback as we review our billing policies. We do also have the ability to create "empty" sources for tracking documents without actually uploading them to your case. I will send you a direct email with more details on that option. Thanks again for taking the time to share your feedback with us! Kind regards, Meg Hall

Replied September 2022

Stephanie B.

Verified reviewer

Financial Services

Self-Employed

Used weekly for less than 12 months

Reviewed October 2023

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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)

Vendor Response

Hi Stephanie! Thank you so much for taking the time to share your experience with CaseFleet on Capterra. I'm glad that you found the tool helpful for your case. I appreciate the areas you pointed out that can use improvement and will be sure to share this feedback with our Product Manager. Please do not hesitate to reach out if we can be of further assistance or if you have any future needs from CaseFleet! Meg Hall Customer Success

Replied October 2023

David B.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 12 months

Reviewed December 2022

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for switching to CaseFleet

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.

Vendor Response

Hi David! Thank you so much for your kind words about our support team. We are glad to hear CaseFleet is suiting your needs. The feedback you've shared with us over the past year has been incredibly valuable, as well. Thank you for your candid assessment and willingness to help us continue to improve the CaseFleet application.

Replied December 2022

Laura W.

Verified reviewer

Law Practice

2-10 employees

Used monthly for less than 2 years

Reviewed February 2024

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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!

Cons:

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.

Vendor Response

Good morning, Laura. Thank you so much for the kind words about CaseFleet. I'm so glad to hear you've had a good experience thus far. Thanks for your feedback on the AI audio transcription - I'll be sure to make a note of that for our product team. Thank you, Meg and the CaseFleet Team

Replied February 2024

Verified

Reviewer

Newspapers

2-10 employees

Used weekly for more than 2 years

Reviewed January 2023

Great for case management and investigations

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Vendor Response

Thank you for taking the time to share your feedback with us! We are glad to hear that you're finding CaseFleet useful for your cases. Please don't hesitate to reach out to us at support@casefleet.com with any further thoughts or feedback!

Replied January 2023

Verified

Reviewer

Law Practice

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed November 2017

TIMELINES!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

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.

Cons:

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.

Showing 1 - 10 of 39 Reviews

See All Reviews