Casefleet

Learn how to use Drafts to save notes and AI-generated work, link them to Case Instructions, and give the AI additional context only when it’s relevant.

Using the Drafts Feature

Ann Tindog

Meg Hall

Jeff Kerr

Save hours of work by learning how to leverage Casefleet's AI features.

AI Features

Learn how to get started with Casefleet's AI Assistant feature.

AI Assistant Overview

Learn how to interpret AI Assistant responses and navigate back to your source documents using citations.

Understanding AI Responses and Citations

Learn how to save and export valuable information discovered through AI Assistant conversations.

Capturing and Exporting Information from the AI Assistant

Information on what happens when you submit feedback during a chat conversation

Providing AI Assistant Feedback

Learn how to organize conversations, switch between cases, and manage your AI Assistant effectively.

Managing Chat Conversations and History

Learn how to monitor and optimize your account's AI inference credit usage to maximize value from Casefleet's AI-powered features.

Best Practices for Managing AI Credit Usage

Master the AI Assistant to get faster, more accurate answers from your case documents.

Best Practices: AI Assistant Tools and Prompting Tips

Learn about how the AI Assistant can save time by proposing facts for inclusion in your case chronology.

Using the AI Assistant to Create Facts

Learn when and how to use the Case Planning tool via the AI Assistant

Case Planner ( AI )

Learn how to use the Web Search feature, configure site restrictions, and manage allowed domains for your firm.

Web Search (AI)

AI Assistant

Learn how to view, filter, and accept extracted entities directly from the Document Reviewer.

Entities Extraction (AI)

Learn how to view and navigate AI-generated document summaries.

Document Summaries (AI)

Learn how to use Casefleet’s Document Intelligence feature.

Document Intelligence Overview

Learn about Casefleet's AI-powered document processing and review tools.

Document Intelligence

Learn how to view, filter, accept, or dismiss suggested facts.

Suggested Facts (AI)

Leverage AI to extract facts on specified topics from your documents.

Suggested Facts

Find answers and get help from Intercom Support and Community Experts

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