CaseFleet

Meg Hall

Learn key concepts and best practices for setting up your case chronologies in CaseFleet.

Manage your security, user and organization-wide preferences, billing, and user access.

Facts are the most important records in CaseFleet. Learn how to create facts to build your chronology.

Tips for working with persons and entities in cases

Claims and issues help you structure your case so that each fact is categorized by the legal issues that make it important.

Uploading and organizing documents in your cases.

Reviewing documents is a key part of CaseFleet. Learn how to utilize the document viewer and manage document review.

Learn how to assign tasks to yourself and your colleagues.

Generate useful work product in several beautiful report formats

Work together within teams or across organizations.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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