Casefleet's Web Search feature lets you search the internet directly from within a case conversation. This guide explains how to enable the feature, configure site restrictions, and manage allowed domains for your firm.
What Is Web Search?
When enabled, Web Search allows the AI Assistant to access and reference information from external websites to:
Supplement legal research
Locate public records or authoritative sources
Verify citations
Provide up-to-date background information
When disabled, the AI Assistant will not access the web and will rely only on:
Information already in your Casefleet project
The text you provide in your prompt
It's built-in general knowledge
Enabling Web Search
Web Search is accessed from the toolbar at the bottom of any case conversation.
Click the globe icon (🌐) in the message toolbar.
A menu will appear with the Web Search toggle at the top.
Toggle Web Search ON (purple) to enable it for the current conversation.
NOTE: When Web Search is toggled off, Casefleet will not perform any web searches — even if a query would normally trigger one. Make sure the toggle is enabled before expecting search results.
Restricting Web Search to Approved Sites
Casefleet includes a domain restriction feature that allows you to limit web searches to specific approved websites. When the "Restrict to allowed sites" toggle is enabled, web searches will only return results from domains you have pre-approved. This is useful for limiting research to trusted legal databases, court websites, or other firm-approved sources.
NOTE: Allowed site settings are saved to your firm user account — not your local browser. This means your approved domains will be consistent across devices and browsers.
Managing Allowed Sites
The Manage allowed sites option opens a panel where you can add or remove approved domains.
NOTE: You can add as many domains as needed. Only exact domain matches (and their subdomains) will be included in restricted searches.
How Settings Are Applied Across Conversations
Web Search settings work on two levels: default settings and conversation-level settings.
Default Settings
Firm-level defaults are configured via Manage allowed sites and the Restrict to allowed sites toggle.
These defaults apply to all new conversations you start.
Conversation-Level Settings
When you open or start a conversation, the current default settings are copied into that conversation.
You can then adjust Web Search settings within a specific conversation without affecting your defaults.
Changes made inside a conversation are scoped to that conversation only and do not alter your firm-level defaults.
Example
Firm default: Web Search ON, restricted to
uscourts.govNew conversation inherits those settings.
Inside that conversation, you temporarily disable restriction.
That change applies only to that conversation.
Future new conversations still use the firm defaults.
PRO-TIP 💡: Think of defaults as your template: whatever allowed sites and toggle states are set at the default level will be pre-loaded into each new conversation. Adjust per-conversation as needed without worry — your defaults stay intact.
Web Search Basic Troubleshooting
🙋: "Web search isn't returning any results"
Confirm the Web Search toggle is ON in the globe menu.
If Restrict to allowed sites is enabled, make sure the domain you expect results from is in your allowed sites list.
Try disabling site restriction temporarily to test unrestricted search.
🙋: "My allowed sites aren't being remembered"
Allowed site settings are saved to your firm user account. Ensure you are logged in to the correct account.
Settings are not stored locally, so clearing browser data will not affect them.
🙋: "A new conversation doesn't reflect my allowed sites"
Check that your default settings have the correct domains configured under Manage allowed sites.
Default settings are copied into a new conversation at the time it is created. Updating defaults will not retroactively apply to existing conversations.