CaseFleet

How to create facts that will be reusable, readable, and easy to prove.

Best Practices for Creating Facts

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

Set your date style preference, use fuzzy dates, and review the date types available for precise organization of facts.

Quick instructions for creating bold text, italicized text, and block quotes.

How to combine multiple facts into one single fact.

How to apply issue tags to multiple facts at once.

How to remove multiple unneeded facts from your case at once.

How to narrow your view to only see a subset of facts.

Quickly filter facts associated with a particular contact or document.

With saved views, you can save filter and view settings so that you can easily recall the same info later.

How to use graphic visualization to analyze and filter your chronology.

How to add facts to your chronology without the Document Reviewer.

How to create evidentiary citations from the fact page and without having to open the document reviewer.

How to create and add issue tags from the Facts Page.

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