Most records in CaseFleet can be deleted with the following steps:

  1. Click the edit button (either a pencil icon or a button that says "Edit")

  2. Click the delete button at the bottom of the edit form

  3. Click the confirm button

Presto! Your record should be deleted. The following types of records can be deleted in this way: cases, issues, contacts, sources, and tasks.

Note: Issues, contacts, and source that are linked to one or more existing facts cannot be deleted from the case unless they are first removed from all associated facts.

Deleting Facts

Facts are a little bit different. Use the following steps to delete a fact from your case chronology:

  1. On the Facts tab, open the "Edit Fact" modal by clicking the pencil icon on the fact row. Alternatively, you can double-click on the fact text to open the same window.

  2. Once the Edit Fact form is visible, click the ellipsis (three dots icon) at the top of the form.

  3. From the available options, choose the option to delete the fact. In the warning message that appears, click the confirm button to delete the fact record.

CAUTION: Deleting records in CaseFleet is irreversible

There is no "undelete" option or recycle bin to restore deleted records in CaseFleet. Further, deleting a record in your account will also remove all sub-records. For example, deleting a record like a case will cause all of its sub-records (such as facts and issues) to be deleted as well.

For these reason, we do not support a bulk delete option and encourage you to delete with caution!

Instead, we offer bulk archiving for sources and facts (which is similar to bulk delete but without the drawbacks). To learn how to bulk archive sources click here. For instructions on bulk archiving facts, click here.

A Note about Deleting Citations via the Document Reviewer

When viewing a fact citation within the document reviewer, clicking the "delete" button will only remove the link between the fact and the cited document, as well as any associated highlights. This method does not delete the fact itself, merely the evidence citation. See above for instructions on how to delete a fact.

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