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.


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


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



Contacts
Tips for working with persons and entities in cases


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

Sources
Uploading and organizing documents in your cases.



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


Tasks
Learn how to assign tasks to yourself and your colleagues.

Reporting
Generate useful work product in several beautiful report formats


Collaborating using CaseFleet
Work together within teams or across organizations.
