Casefleet

Learn how to use Drafts to save notes and AI-generated work, link them to Case Instructions, and give the AI additional context only when it’s relevant.

Using the Drafts Feature

Ann Tindog

Jeff Kerr

Save hours of work by learning how to leverage Casefleet's AI features.

AI Features

Learn how to get started with Casefleet's AI Assistant feature.

AI Assistant Overview

Learn how to interpret AI Assistant responses and navigate back to your source documents using citations.

Understanding AI Responses and Citations

Learn how to save and export valuable information discovered through AI Assistant conversations.

Capturing and Exporting Information from the AI Assistant

Information on what happens when you submit feedback during a chat conversation

Providing AI Assistant Feedback

Learn how to organize conversations, switch between cases, and manage your AI Assistant effectively.

Managing Chat Conversations and History

Learn how to monitor and optimize your account's AI inference credit usage to maximize value from Casefleet's AI-powered features.

Best Practices for Managing AI Credit Usage

Master the AI Assistant to get faster, more accurate answers from your case documents.

Best Practices: AI Assistant Tools and Prompting Tips

Learn about how the AI Assistant can save time by proposing facts for inclusion in your case chronology.

Using the AI Assistant to Create Facts

Learn when and how to use the Case Planning tool via the AI Assistant

Case Planner ( AI )

Learn how to use the Web Search feature, configure site restrictions, and manage allowed domains for your firm.

Web Search (AI)

Learn how Casefleet’s AI automatically extracts and suggests entities within proposed facts

Entity Extraction in Proposed Facts (AI)

Your AI Assistant has been renamed to Casey. Here's where to find it, how to navigate the new menu, and where your previous chats went.

Meet Casey: Your AI Assistant in Casefleet

Learn how Casey’s new Draft Citations feature adds verified citations to AI-generated drafts, provides citation previews, and automatically converts citations to The Bluebook legal citation style when saved to Drafts.

Draft with Verified Citations in Casey

Learn how to create, customize, and share Skills that give Casey special instructions for handling recurring tasks and workflows.

Skills: Create and Share Custom AI Instructions

AI Assistant

Learn how to view, filter, and accept extracted entities directly from the Document Reviewer.

Entities Extraction (AI)

Learn how to view and navigate AI-generated document summaries.

Document Summaries (AI)

Learn how to use Casefleet’s Document Intelligence feature.

Document Intelligence Overview

Learn about Casefleet's AI-powered document processing and review tools.

Document Intelligence

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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