Casefleet’s Proposed Facts tool helps you jump-start your chronology by letting the AI Assistant review your documents and suggest facts—each backed by a citation—while keeping you in complete control of what gets added to your case.
What Are Proposed Facts?
Proposed Facts are AI-generated fact suggestions that Casefleet surfaces based on your documents and existing issues.
Proposed facts must be approved by a human in order for them to be added to your Facts page. Each fact proposed by the AI Assistant will appear within the chat conversation. From here, you can:
Review the suggested fact content
Verify the AI-found citation
Connect it to issues and dates (when applicable)
Accept or dismiss each suggestion individually
This ensures your chronology remains accurate, curated, and fully user-controlled.
How to Generate Proposed Facts
Open a new conversation with the AI Assistant.
Prompt the Assistant to review a specific document(s) or materials related to a specific claim and propose facts for inclusion in your chronology.
The Assistant will review your existing case facts, issues list, etc. If needed, new issues may be proposed before identifying facts, and helping fill gaps in your case structure.
For every fact proposed, the AI Assistant must also identify a citation in your documents.
The AI Assistant can only propose facts with citations to documents uploaded to your case.
Citations behave exactly like manually created ones—linked to highlighted text in the Document Reviewer.
You must click "Accept" on any proposed fact in the chat to add it to your case. Proposed Facts do not appear in your chronology until you accept them.
Reviewing and Accepting Proposed Facts
Once the AI has generated proposed facts, you can review them at your own pace from the conversation window:
1. Open the relevant AI Assistant chat conversation to locate AI-suggested facts alongside their citations, issues, and any extracted dates.
2. Verify the citation is accurate and links back to the highlighted text in your documents. Click the citation section to expand and review for accuracy before accepting.
3. Accept the proposed fact, adding to your Facts page, complete with issues, dates, and citations.
📌 There’s always a human in the loop—you decide what becomes part of your chronology.
Why Use Proposed Facts?
Proposed Facts can help you:
Quickly build a structured chronology from long or complex documents
Identify missing issues early in the review process
Maintain accuracy with required citations for every proposed fact
Speed up your document review and case-building workflow
Avoid manually re-reading documents to extract early facts
It’s an efficient way to turn raw documents into organized analysis—right from the start of a case.
Tips for Best Results
Start with key documents (complaints, affidavits, transcripts, etc.).
Accept issues before reviewing proposed facts for cleaner organization.
Use follow-up prompts like:
“Review all documents tagged with Issue X and propose facts.”
“Identify contradictions between Source A and Source B.”
Always verify citations before accepting facts into your chronology.
If you have questions or need assistance, feel free to reach out to our support team!