CaseFleet was great to work with and proved to be a good value for me in the context of trial preparation.

There are no blanket responses like: Consult our website for possible FAQs to perform your own trouble shooting.

I like that I can list the claims, the issues, the elements, and tie the facts to them.

It is a very useful and powerful tool for any litigator's arsenal.

This software is easy to maneuver and has the best support staff to help if you have any questions.

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.

It is a cost effective, cloud-based software that replaces an antiquated system that was not cloud-based.

I have found Casefleet easy and pleasant to use without the complication of lengthy onboarding and overly-complex software.

While testing out this product, I made an error and lost some important data.

We love CaseFleet as a tool, and its customer support is also fantastic.

Tagging is easy, but after that it is very frustrating. When I review facts based on the issue tags it seems there is no way to access the facts via the reviewer.

The visual timeline representation graphic was difficult to use if the chronology was incomplete.

Value for money--you get your bang for the buck.

Unique Tool for Building Legal Case Chronologies.

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.

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.

My overall experience with CaseFleet has been quite positive - it helps me be a better litigator.

Casefleet is the best web-based document management platform on the market.

The customer service is great. Whenever I submit a request for support, I receive a kind and helpful response within minutes.

So it was difficult to see in the graphical representation until the complete time period had been inputted.

This software is easy to use, with great feautures and excellent support (including implementation of feature requests).

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

It is an amazing tool for organizing both thoughts and data. It gives you the ability to tag information and support it though their chronological tool.

It is sometimes difficult rule out certain words in a search.

I like the negotiation and timekeeping features. Invoicing is easy, and Box/Dropbox integration is great as well.

I always feel better knowing that the thoughts are out of my head, along with uploaded evidence, so I can start in the same spot tomorrow.

Helps me quickly and effectively get a deep understanding of the facts of a new case.

The ability to review documents and seamlessly integrate them into timelines and categories, which can be exported in various formats.

I am linking video evidence, second by second, with the claims. At 83 seconds to 94 seconds ... as you can see... which supports the elements of.

Casefleet is easy to use and has lots of great features. Keeps our firm organized and coordinated.

The whole thing at times can be a bit difficult to navigate through. I think it requires to much clicking.

Overall there is better team communication between offices and team members. There is also better documentation of the files to assure all team members can pick up a file and help a client.

We integrated litify with our Salesforce and it has ruined Salesforce.

I love the ease of use which makes it very easy to train intake specialists. The use custom work flows allows them to accurately screen and sign cases autonomously.

Gathering of preliminary information from new clients, integrating legal documents to the case files.

I like that Litify is simple and easy to use. The quick tab are especially helpful when needing info quickly without going into the actual tabs.

Some packages are very rigid and does not provide us flexibility.

Excellent choice if you want a cloud based application with unlimited customization options.

The fact that Zapier.com provides a simple drag and drop UI to do this with Salesforce was important and has allowed us to connect to several other applications quickly and effectively.

Self customizations may be too difficult for some users requiring to hire a Salesforce Administrator which can be expensive.

Litify is very user friendly. The system support team is quick to respond, and help.

We also wanted easy API access with other cloud-based platforms without the need for in house programming resources.

The program is very user friendly and self explanatory, it would be very easy to learn on your own but you have the support of the company to help you through every step of the way.

The Docrio features are outstanding and improve our Case Managers UX.

For instance, it helps with the intake process (gathering of preliminary information from a new client) as well as with storing and loading case files easily.

The one thing that was great about litify that everything would be on one screen and the quick info boxes are a plus.

Ability to create customized reports on the fly is very helpful. Ideal for Plaintiff firms that work on a contingency fee basis (particularly Personal Injury firms).

The search function that was the backbone of our Salesforce use was completely ruined.

The Litify support team has been quick to respond when needed. It's an excellent application for our needs.

The amount of tasks and processes we were able to automate because of the platform has saved our team a great amount of time and money.

US Dollar

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.

LongDescription

Optical Character Recognition

Deadline Management

Case Management

Keyword Search

Customizable Reports

Document Storage

Access Controls/Permissions

Contract/License Management

SSL Security

Categorization/Grouping

Collaboration Tools

Full Text Search

Data Import/Export

Document Classification

Real Time Data

Two-Factor Authentication

Full Text Extraction

Alerts/Notifications

Reporting & Statistics

Data Visualization

Metadata Extraction

Document Review

Case Notes

Task Management

Document Management

Search/Filter

Commenting/Notes

User Management

Activity Tracking

Duplicate Detection

Metadata Management

Reporting/Analytics

Drag & Drop

Tagging

Secure Data Storage

Archiving & Retention

Customizable Fields

Contact Management

Email Management

Reminders

Customizable Templates

Contact Database

Records Management

Task Progress Tracking

For Legal Professionals

Status Tracking

Data Storage Management

Single Sign On

Data Extraction

eDiscovery

Multi-Location

Subject Profiles

Evidence Management

Visual Analytics

Inspection Management

Dashboard

Indexing

Data Management

Conflict Management

File Sharing

Case Alerts

Annotations

AI/Machine Learning

Data Aggregation and Publishing

Self-Service Search

Web browser (OS agnostic)

Windows 10

14-day free trial, no credit card required.

Starter plan: $30 per user, per month (billed annually) or $40 per user, per month (billed monthly)
Standard plan: $75 per user, per month (billed annually) or $100 per user, per month (billed monthly)
Custom Enterprise plans are available on request.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

CaseFleet

Live Online

Webinars

Documentation

Videos

Litify was selected as the 2022 Practice Management Solution Provider of the Year.
Learn more: https://www.litify.com/blog/litify-selected-2022-practice-management-solution-of-year/

Litify is the end-to-end legal operating platform that breaks down business silos to power better process, collaboration, insight, and performance. 

It's the only legal platform with tailored solutions for law firms, in-house legal teams, government agencies, nonprofits, and more — connecting the entire legal ecosystem with flexible and comprehensive technology. 

Our industry-leading platform is fully configurable to meet your business’ unique requirements and is built on Salesforce, one of the most secure platforms in the world. 

Litify streamlines and automates matter and case management, document generation, intakes, timekeeping and billing, customer relationship management (CRM), and client communications, while providing data-driven insights that allow law firms and legal teams to scale and improve their financial performance.  

Matters & Intakes
Our Matters & Intakes product lets you standardize processes across your legal team and make sure best practices are applied to every case. Configure matter plans based on your specific workflows and then automatically generate them when a matter is opened in Litify, with tasks automatically assigned to the relevant team members. Bring the same level of standardization to your intakes processes with configurable intakes questionnaires.

Document Management
Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Documents are easily accessible from within a matter plan and you can even save files directly from Outlook to the matter plan with our Docrio Email feature. Docrio also lets you automatically generate documents by populating pre-built templates with information pulled directly from the matter plan.

Time & Billing
Increase both time capture and bill realization with our suite of timekeeping and billing features. Automated billing rules automatically enforce your clients’ billing guidelines, so there’s less for bill reviewers to write down. Matter budgets are displayed within the matter plan to help your team allocate resources appropriately. Finally, Litify helps make sure small billable tasks don’t fall through the cracks by prompting users to make a time entry when they generate standard documents in Docrio or save documents to a matter from Outlook.

Reporting & Dashboards
Litify makes it easy to understand what’s happening inside your business with user-friendly, highly configurable dashboards that are fully built into the product. Gain valuable insight into topics like which team members are over- or under-performing, where matters are getting held up, and which marketing channels are yielding the best return on investment.

Litify offers extensibility, first-class security, and hundreds of integrations.

CaseFleet vs Litify

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