Your Casefleet free trial gives you 14 days to explore AI-powered case management — no credit card required. This guide will help you get maximum value from your trial.
What's included
Feature | Trial Access |
Core features | Chronology building, document review, timelines, tasks, reporting |
AI features | AI Assistant, Document Intelligence, Suggested Facts, AI search |
Collaboration | Unlimited team members |
Documents | 10 per case (unlimited cases) |
Document Intelligence | 100 pages per account |
AI credits | 3,000 credits per account |
Sample case | Pre-built case for learning |
💡 Note: Team members share AI allocations during trial. After subscribing, allocations scale per user (500 pages + 10,000 credits per user/month).
Getting started
Day 1: Learn the basics (30 minutes)
Start with the sample case to see what's possible without setup time.
Open the pre-built sample case from your dashboard
Browse the chronology to see how facts connect to sources
Try filtering by issue, entity, or date
Ask AI Assistant simple questions: "What happened on [date]?" or "Summarize communications between [parties]"
Generate a quick report to see output quality
✅ Success: You understand how Casefleet organizes case information differently than your current process.
Days 2-7: Build your first case (1-2 hours)
Work with your own case data to test real workflow:
Click "+New Case" and add basic information
Set up 3-5 key issues in your case outline
Add parties and witnesses
Choose 5-10 of your most important documents (10 per case limit)
Prioritize: depositions, key correspondence, contracts, medical records
Enable Document Intelligence on 2-3 longest/most complex documents
Manually create 10-15 facts by highlighting passages in documents
Try AI Suggested Facts on remaining documents
Review and approve AI-generated facts
View your timeline and notice patterns emerging
💡 Pro Tip: You can delete documents to free up slots within the 10-document per case limit during the trial.
✅ Success: You've saved time vs. manually reading and organizing these documents.
Track your usage: Monitor allocations at Account Settings > Usage
Days 8-12: Test advanced features (1 hour)
Ask AI Assistant 10-15 questions about your case
Use AI to search to find information across documents
Compare AI results to how you'd find the same information manually
Invite at least one colleague to participate in the trial
Assign tasks and test permission levels
Use comments and activity feed to coordinate work
Generate a chronology report
Use filters to create a witness outline or issue-specific report
Evaluate whether output is court-ready or needs editing
✅ Success: AI found insights you would have missed manually, and team collaboration improved efficiency.
Days 13-14: Make your decision (15 minutes)
Calculate your ROI:
(Hours saved per case × your hourly rate × cases per year) - (Casefleet annual cost) = Your ROI
Example:
Save 3 hours/case × $200/hour × 20 cases/year = $12,000 value
Advanced AI cost: $900/year + storage (annual billing)
Net benefit: $11,100/year
Decision checklist:
[ ] Saved 2+ hours during trial
[ ] AI found information you would have missed
[ ] Team members found it easier than current process
[ ] Reports required minimal editing
[ ] You'd use this on every future case
3+ checks? Strong indicator that Casefleet is worth subscribing.
Understanding Your Trial
Monitor Your Usage
Check Account Settings > Usage anytime:
Resource | Trial Limit | Best Practice |
Document Intelligence | 100 pages | Use on your most relevant documents |
AI credits | 3,000 credits | Save for strategic questions |
Documents per case | 10 | Delete test uploads if needed |
Cases | Unlimited | Try multiple case types |
Team members | Unlimited | Invite everyone who'll use it |
What happens at limits
When you reach trial free-tier limits:
AI features pause until you subscribe
Core features (chronology, manual review, reporting) continue working
All processed documents and facts remain accessible
Features Not Available During Trial
Bulk document uploads
Overage billing for usage-based features
Beta features currently in testing
Is Casefleet right for you?
Excellent fit ✅
Cases with 10+ documents needing chronological analysis
Significant time spent reviewing documents and organizing facts
Need to find information quickly across multiple sources
Timelines are critical to litigation strategy
Not sure? Contact support@casefleet.com—we'd rather help you find the right solution.
Ready to Subscribe?
How to subscribe
Go to Account Settings > Subscription
Choose your plan:
Starter ($40/user/month): Core features, 20 docs/case
Advanced AI ($100/user/month): All AI features, unlimited docs
Enterprise (custom pricing): 20+ users, SSO, priority support
Select annual billing to save 25%
Add payment information
Limits increase immediately; all trial data transfers seamlessly
After you subscribe, all cases, facts, documents, and team members transfer automatically from your trial account — nothing is lost.
Need More Time or Have Questions?
Trial Extension
Contact support@casefleet.com if you need more time to evaluate with your team.
Get Help
In-app chat: Click the chat icon (fastest response)
Email: support@casefleet.com
Schedule demo: Get personalized guidance from our team