Casefleet

How to use issues to organize your case chronology.

Issues Overview

How to create claims and issue tags for your case.

Creating Claims and Issues

How to add new issue tags anywhere you create facts.

Creating Issues Inline

How to organize your issues to maximize work product.

Optimizing Your Issues Outline

Understanding how claim templates work in Casefleet.

Setting Up Claim and Issue Templates

Ann Tindog

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

Claims & Issues

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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