--- title: "CaseFleet Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of CaseFleet. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if CaseFleet is a good fit for you!" source_url: "https://www.softwareadvice.com/legal/casefleet-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Legal Case Management Software](https://www.softwareadvice.com/legal/) / [CaseFleet](https://www.softwareadvice.com/legal/casefleet-profile/) / CaseFleet Reviews 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. [Overview](https://www.softwareadvice.com/legal/casefleet-profile/) Reviews [Alternatives](https://www.softwareadvice.com/legal/casefleet-profile/alternatives/) # CaseFleet User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 41 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.9/5 - Value for money: 4.5/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 32 reviews (78%) - 4 stars: 8 reviews (20%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 1 reviews (2%) ### Most mentioned pros - 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. - The timeline feature of CaseFleet is irreplaceable - key to managing large complex litigation without losing track of documents or facts. - I like how simple and professional the interface is, how responsive (and human!) ### Most mentioned cons - I've often had issues that I needed help with later in the day that prevented me from being able to use CaseFleet, but due to lack of customer support, I was stuck. - So it was difficult to see in the graphical representation until the complete time period had been inputted. ## CaseFleet customer reviews Showing reviews 1-25 of 41 (page 1). ### Casefleet Document Management - Overall rating: 5/5 - Reviewer: Law Office of Christopher D. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered We saved thousands each month with CaseFleet. Also CaseFleet customer service is phenomenal. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Best program for evidence management. - Overall rating: 5/5 - Reviewer: Deanna F. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used weekly for free trial - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. They extended my trial period to allow me to share with our Office Administrator and Litigation Staff. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great way to organize large number of clients for one case - Overall rating: 1/5 - Reviewer: Zoey A. - Product usage: Used daily for less than 6 months - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 1/5 - Customer support: 4/5 - Functionality: 3/5 #### 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 --- ### Effective Case Management System. - Overall rating: 4/5 - Reviewer: Risa B. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered Overall I've been pleased with the growth and changes CaseFleet has made since I started using it. They listen to their customers concerns and requests and implement them when possible. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros CaseFleet is a great bridge for a law firm that needs a case management tool with some of the benefits of a Relativity platform, but does not require the robust features (or expense) of Relativity. It has helped with creating timelines from the inception of the case and building out case strategy. #### Cons Customer support hours are limited depending on your time zone. I've often had issues that I needed help with later in the day that prevented me from being able to use CaseFleet, but due to lack of customer support, I was stuck. --- ### Aaron's Review - Overall rating: 5/5 - Reviewer: Aaron W. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Legal Fact Chronologies - Overall rating: 4/5 - Reviewer: Debora V. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used monthly for less than 2 years - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My contact person has been very helpful and getting the documents uploaded has been seamless. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### An indispensable tool - Overall rating: 5/5 - Reviewer: Jerid F. - Verified reviewer: Yes - Industry: Medical Practice - Company size: Self-Employed - Product usage: Used weekly for less than 12 months - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered CaseFleet AI provides a detailed analysis of my cases which provides an invaluable supplement to my forensic work. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is amazing to have this AI assistant provide a detailed analysis of my difficult cases. I never ceased to be amazed by the data CaseFleet uncovers as it quickly review voluminous files. #### Cons I do not have any criticisms of CaseFleet. CaseFleet is easy to use. While I always double check the information it provides, to date I have rarely found errors. --- ### Fantastic - Overall rating: 5/5 - Reviewer: Stephanie B. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used weekly for less than 12 months - Reviewed: October 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Great for case management and investigations - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Newspapers - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### TIMELINES! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: November 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### CaseFleet makes life easier - Overall rating: 5/5 - Reviewer: Ted S. - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: May 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Helps me quickly and effectively get a deep understanding of the facts of a new case. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The Timelines feature is the best tool I've used for organizing the facts of a case. Entering facts into the Timeline makes the "story" of a case become clear and eliminates those moments of remembering a fact but forgetting its source. The search functionality is excellent. Customer service is top notch. #### Cons The invoicing functionality, while good, may not be suitable for all firms depending on customization and integration needs. --- ### Transformed Our Law Firm, We Love It Can't Do Without It - Overall rating: 5/5 - Reviewer: Julie O. - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: June 2016 - Review source details: This review was submitted organically. No incentive was offered Okay first off, customer service response is within minutes, even on the weekends. Ease of use is so straightforward and intuitive even for computer illiterates. Features and functionality--it does just what you need because it was created by lawyers for lawyers. Value for money--you get your bang for the buck. Overall quality--superb. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The timeline. The ease of billing. #### Cons Needs a phone app but as I understand that is in development right now. --- ### Excellent software and great customer support! - Overall rating: 5/5 - Reviewer: Charles B. - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: January 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CaseFleet helps me keep track of discovery, timelines and facts about a case in one place. Helps me in finding connections between what a witness may have said in one report and what was said in another. This allows me to finding inconsistencies or issues that may be crucial in a case. --- ### I use CaseFleet in the management of my caseload at an employment law firm. - Overall rating: 5/5 - Reviewer: James C. - Product usage: Used unspecified for unspecified - Reviewed: March 2016 - Review source details: This review was submitted organically. No incentive was offered The interface is intuitive and aesthetically pleasing, and the platform runs fast and smooth. It provides everything I really need for the effective management of my caseload. The timekeeping and invoicing components are especially helpful. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### Wonderful Customer Service and Support - Overall rating: 4/5 - Reviewer: David B. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### If you want the software you've been looking for, stop here! - Overall rating: 5/5 - Reviewer: Maurice S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CaseFleet's demo of the features was way better than anything I imagined when I purchased the software, it should be mandatory with each purchase. I'm positive it will make for more loyal clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CaseFleet has made so much about case mangement simple. You can change your workflows, share your case with co-counsel, download recordings, dowload documents, and extrapolate so much information from this software. It's been a long time since I haven't experienced buyer's remorse. #### Cons I would like for it to come with pre-built customizable workflows and the same functionality for issues and facts. #### Reasons for switching to CaseFleet CaseFleet was recommended by a highly respected lawyer. #### Vendor response Hello Maurice, and thank you for your glowing review of CaseFleet! We're so glad to hear that you're finding the platform useful and easy to use. I'll be sure to share your feedback with the rest of the CaseFleet team. Please don't hesitate to reach out with any questions or concerns. Replied March 2023 --- ### Stellar Value - Overall rating: 5/5 - Reviewer: Alexandra R. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered CaseFleet was great to work with and proved to be a good value for me in the context of trial preparation. If I had used CaseFleet from the start, I would have more information to provide, but I can see how it's incredibly useful from use at the inception of a case as well. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I liked that I could cancel at any time. I needed this for trial preparation in one matter. I felt the price, for a small firm, was manageable and worth it. It provided the tools I needed at the time and didn't require a huge commitment. Being able to tie in multiple witnesses and themes in one annotation was great. Task management was helpful, although I was the only user. I'm sure it's that much better with a team utilizing it. #### Cons It's hard to fault CaseFleet for this, but when reviewing a document that is lower-quality (maybe scanned and re-scanned several times) the usefulness of the highlighting tool is reduced. It won't be able to select that text accurately. But, it's easy enough to work around. #### Vendor response Hello Alexandra! Thank you for these kind words. I'm so glad you found CaseFleet helpful for your case, and appreciate your candid feedback. Please keep us in mind should the need arise for another case in the future! We're also happy to brainstorm with you to see how your firm could use CaseFleet for other types of matters, as well. Please reach out whenever you're ready to restart your subscription. Best, Meg and the CaseFleet team Replied February 2023 --- ### CaseFleet is the best! - Overall rating: 5/5 - Reviewer: Margaret M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We love CaseFleet as a tool, and its customer support is also fantastic. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros CaseFleet is an essential tool for keeping track of and categorizing facts. With CaseFleet, you can review a document, recording, or deposition transcript, extract all the relevant dates and facts, link them to the relevant people and issues, and never have to turn back to the source. Then you can create terrific reports that include hyperlinks to the source documents. If you need to draft a fact-based motion or prepare for a deposition or trial, you will be ready to go. #### Cons I hope that CaseFleet will add document production features. It would be great to have an all-in-one tool. It would also be great if it had more tools for bulk editing document fields, especially during uploads. #### Reasons for switching to CaseFleet CaseFleet was more affordable and a better cloud-based option. #### Vendor response Wow! Thank you for those kind words, Margaret. We really appreciate your glowing review, and are so happy to hear CaseFleet has been helpful to your team! Regarding document productions, this is actually a feature currently in development at CaseFleet, so please stay tuned for an update on that front! Kind regards, Meg Hall CaseFleet Replied September 2022 --- ### Best use of your money for a litigator! - Overall rating: 5/5 - Reviewer: Laura W. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: February 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great tool for a complex high volume document case - Overall rating: 4/5 - Reviewer: Bryan S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: May 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. very good experience. I use this as an adjunct to my other case management tool, I do not see this as a stand-a-lone case management product. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Report capability sorts everything that you highlighted on the original #### Cons the Word doc is unmanageable and you have to convert to a PDF #### Reasons for choosing CaseFleet no other product allows the highlighting and reporting #### Vendor response Hello Bryan! Thank you for taking the time to review CaseFleet on Capterra. I recall chatting with you about the issue you're experiencing with the report in MS Word, and I'm sorry to hear you're still having problems with this. When you're ready to connect for further troubleshooting, please reach out to our team at support@casefleet.com to schedule a support session via screen share. Kind regards, Meg Replied May 2023 --- ### Great for complicated cases - Overall rating: 5/5 - Reviewer: Mark L. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: October 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Loved it. Once having got to grips with how it worked, for me and my assistant, it was exactly what we needed it for. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It made for easy chronological filing of documents with cross referencing with notes and overlapping legal issues. #### Cons The visual timeline representation graphic was difficult to use if the chronology was incomplete. So it was difficult to see in the graphical representation until the complete time period had been inputted. We inputted 204-16 and 2017-19 and the whole timeline graphic didn’t work so well because it only showed two time periods but the were too small to see significantly in relation to each other. #### Reasons for choosing CaseFleet Customer support was excellent right from the beginning so we knew it would likely work for what we needed it for and it did. #### Vendor response Hi Mark! Thank you for taking the time to review CaseFleet on Capterra. We appreciate your kind words and are glad you had a good experience working with us. Thank you for your feedback regarding the visual timeline. We are constantly looking to improve CaseFleet, so your feedback about the visual timeline is very helpful. I will be sure to share this with the product manager and hopefully improve the experience around that feature. Please do not hesitate to reach out with any further questions or concerns. Meg Hall Customer Success Replied October 2023 --- ### Casefleet review - Overall rating: 5/5 - Reviewer: Stacey J. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2022 - Review source details: This review was submitted organically. No incentive was offered Casefleet has been perfect in helping set up Medical Record Summaries. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software is easy to maneuver and has the best support staff to help if you have any questions. #### Cons Nothing there is nothing I do not like about this software #### Reasons for choosing CaseFleet Had everything we needed and wanted included in the software. #### Reasons for switching to CaseFleet Lexis Nexis program was changed to a totally unusable format for what we used it for. So we had to find another. They perhaps should have asked how firms used it before taking out all of the important report creating they used to include in it. #### Vendor response Thank you for your kind words, Stacey! We are so glad to hear your experience with CaseFleet thus far has been a great one. Please do not hesitate to reach out to our team if you need anything! Kind regards, Meg Hall Replied September 2022 --- ### Best simple chronology, fact, and document case management software I've tried. - Overall rating: 5/5 - Reviewer: Kelly J. - Verified reviewer: Yes - Industry: Media Production - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have found Casefleet easy and pleasant to use without the complication of lengthy onboarding and overly-complex software. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love the ability to manage multiple cases and create chronologies from unlimited documents. I love that you don't have to go through a salesperson or onboarding session. There is no need: Casefleet is functional at onset and its use easy to understand. #### Cons I wish there was a way to upload a spreadsheet of facts and that Casefleet would integrate with Dropbox. I believe a contact spreadsheet upload would help a lot of clients. #### Vendor response Hi Kelly! Thanks for your kind words. We're so glad to hear that you've found CaseFleet intuitive to learn and easy to use. We are actually working on a couple of the features you mention wanting here - namely the ability to import contacts and facts to a case via CSV, so stay tuned! Replied March 2023 --- ### Highly recommended! - Overall rating: 5/5 - Reviewer: Molly T. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like how simple and professional the interface is, how responsive (and human!) the customer support is, and the reporting and analytic frameworks. #### Cons I would like to customise the product more to our organisational needs and preferences--removing certain fields we don't use and adding those we do, and being able to mass delete. #### Vendor response Hi Molly! Thank you so much for the great feedback. We are always trying to improve CaseFleet, and knowing where our customers feel we can improve is critical to our product strategy. We do have plans to implement a bulk delete option and are investigating the best way to build this into our existing architecture. Please reach out to me with any further questions or concerns that might arise. Happy to assist however I can! Best, Meg Hall Customer Success Replied September 2022 --- ### Casefleet for Research on a Documentary Film about a wrongful conviction - Overall rating: 5/5 - Reviewer: Kenya Jade P. - Verified reviewer: Yes - Industry: Entertainment - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It was overall very good. Some minor things that could have been better, but overall this product made our legal research much more manageable on a very complicated case. If you'd like to see our film when it comes out this spring please reach out to me at [sensitive content hidden] #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The annotation features were extremely helpful in allowing us to tag and organize documents which had multiple headings and many different themes. #### Cons The search functionality across the entire case was not helpful where I needed to search for a particular phrase and it wouldn't isolate more than one word. #### Vendor response Hello, Kenya Jade! Thank you so much for your kind review. We are glad to hear that CaseFleet was helpful for this impressive project and can't wait to see the film when it's done. Also, just in case you were unaware, the full-text search functionality does provide advanced operators for searching phrases, using wildcards, doing proximity searches and more. This support article goes into more detail on how to create these more specific search queries: https://support.casefleet.com/en/articles/2017248-full-text-case-search Please don't hesitate to reach out with any further questions or feedback! Thanks again for your time as a CaseFleet customer. Replied March 2023 ## More reviews [Next reviews](https://www.softwareadvice.com/legal/casefleet-profile/reviews/?page=2) --- CaseFleet Reviews, Pros and Cons - 2026 Software Advice