CaseFleet Help Center
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Advice and answers from the CaseFleet Team

Getting Started in CaseFleet

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

Meg Hall avatarJeff Kerr avatar
By Meg and 1 other2 authors6 articles

Account Management

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

Meg Hall avatarJeff Kerr avatar
By Meg and 1 other2 authors23 articles

Facts

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

Jeff Kerr avatarCharlotte Sassi avatarMeg Hall avatar
By Jeff and 2 others3 authors15 articles

Contacts

Tips for working with persons and entities in cases

Meg Hall avatarCharlotte Sassi avatar
By Meg and 1 other2 authors8 articles

Claims & Issues

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

Meg Hall avatar
By Meg1 author5 articles

Sources

Uploading and organizing documents in your cases.

Meg Hall avatarJeff Kerr avatarCharlotte Sassi avatar
By Meg and 2 others3 authors17 articles

Document Review

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

Meg Hall avatarJeff Kerr avatar
By Meg and 1 other2 authors18 articles

Tasks

Learn how to assign tasks to yourself and your colleagues.

Meg Hall avatar
By Meg1 author7 articles

Reporting

Generate useful work product in several beautiful report formats

Meg Hall avatarJeff Kerr avatar
By Meg and 1 other2 authors3 articles

Collaborating using CaseFleet

Work together within teams or across organizations.

Meg Hall avatar
By Meg1 author7 articles
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