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Key Concepts in Casefleet

Understanding how Casefleet uses facts, contacts, issues, and sources.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago


Facts are the events, assertions, and pieces of information you have taken from your relevant source materials. Such information often relates to the elements of legal claims or provides important background information on witnesses or main events of a case. In general, it's best for each fact to be separate and concise. 

The Facts tab in Casefleet is also where your case chronology is located. See your facts, contacts, issues, and supporting evidence on this page. Use filters to refine your chronology and instantaneously locate the exact set of facts you need. 

To learn more about harnessing the power of your facts, click here.


Contacts are the different individuals and business entities involved in your case. Common examples are parties, witnesses, medical providers, and opposing counsel. 

Contacts not only provide a snapshot of the key players and their role(s) in a case but they can also be linked to facts, making it easy to find all facts related to a specific contact with just a few clicks. 

To learn more about working with contacts, click here.


Issues are tags you apply to facts to categorize them and identify why each fact is important to your case. Issue tags are often used to show how facts relate to different elements of a legal claim. For example, in a negligence case, you might create issue tags called "Duty", "Breach", "Standard of Care", and "Damages" that would be used to label the facts that relate to each issue.

For utmost organization, issue tags that relate to one another may be grouped together under a claim. For example, in a negligence case you might create a claim called "negligence" and then nest the issue tags (e.g. "duty", "breach", etc) under the "negligence" claim.

Utilizing issue tags is crucial to maximizing Casefleet for complex case analysis, investigation, and motions practice. 

To learn about working with issues, click here


Sources are the documents/files relevant (or likely to be relevant) to your case that you upload into Casefleet. The quickest way to create a source is to drag and drop a file into Casefleet, but you can also create sources that are not tied to particular files, such as creating a source for an object or person. 

Once a fact is created from a source, that source becomes evidence. Sources are used to prove or rebut facts. 

You'll likely spend significant time working with your sources and on the Sources tab in Casefleet. 

To learn more about uploading sources, organizing sources, and reviewing sources to create facts in Casefleet, click here.

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