# CaseFleet Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CaseFleet the right Legal Case Management solution for you? Explore 39 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/155618/CaseFleet/reviews --- CaseFleet 4.7 (39) [View alternatives](https://www.capterra.com/p/155618/CaseFleet/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated December 29th, 2025 # Reviews of CaseFleet Ease of use 4.6 Customer Service 5.0 ## Pros and Cons in Reviews AH Amanda H ParalegalLaw Practice, 11 - 50 employeesUsed the software for: 6-12 months. “The customer service at CaseFleet has been top-tier and far exceeded expectations.“ August 3, 2023 ML Mark L ConsultantLegal Services, 2 - 10 employeesUsed the software for: 6-12 months. “The visual timeline representation graphic was difficult to use if the chronology was incomplete.“ October 5, 2023 KJ Kelly J FounderMedia Production, 2 - 10 employeesUsed the software for: More than 2 years. “I have found Casefleet easy and pleasant to use without the complication of lengthy onboarding and overly-complex software.“ March 7, 2023 ## Showing most helpful reviews Showing 1-25 of 39 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Stephen S. Principal Attorney & Counselor at Law Law Practice Used the software for: I used a free trial ### "Unique Tool for Building Legal Case Chronologies" February 24, 2019 5.0 My overall experience with CaseFleet has been quite positive - it helps me be a better litigator. Pros CaseFleet provides a unique and much-needed tool in the legal industry: The ability to create a factual chronology of a case by piecing together information, documents, images, evidence, etc. It is a very useful and powerful tool for any litigator's arsenal. Cons CaseFleet is a great tool, but the price point is somewhat high. Review Source AR Alexandra R. Paralegal Law Practice Used the software for: 6-12 months ### "Stellar Value" February 6, 2023 5.0 CaseFleet was great to work with and proved to be a good value for me in the context of trial preparation. If I had used CaseFleet from the start, I would have more information to provide, but I can see how it's incredibly useful from use at the inception of a case as well. Pros I liked that I could cancel at any time. I needed this for trial preparation in one matter. I felt the price, for a small firm, was manageable and worth it. It provided the tools I needed at the time and didn't require a huge commitment. Being able to tie in multiple witnesses and themes in one annotation was great. Task management was helpful, although I was the only user. I'm sure it's that much better with a team utilizing it. Cons It's hard to fault CaseFleet for this, but when reviewing a document that is lower-quality (maybe scanned and re-scanned several times) the usefulness of the highlighting tool is reduced. It won't be able to select that text accurately. But, it's easy enough to work around. Review Source Response from CaseFleet February 7, 2023 Hello Alexandra! Thank you for these kind words. I'm so glad you found CaseFleet helpful for your case, and appreciate your candid feedback. Please keep us in mind should the need arise for another case in the future! We're also happy to brainstorm with you to see how your firm could use CaseFleet for other types of matters, as well. Please reach out whenever you're ready to restart your subscription. Best, Meg and the CaseFleet team AG Amanda G. Paralegal Legal Services Used the software for: 6-12 months ### "Good program for compiling facts and timeline to cases " August 15, 2018 4.0 Pros I like being able to upload up to 100 sources at one time (newer capability). While I don't utilize all the functionalites currently, my favorite part of this software is being able to highlight sources and create facts from those sources which populate under the "facts" tab. You can also establish issues and create @name like on Facebook to link a fact to a specific person in the case. This makes it easy to find all facts related to that person on Casefleet. We also utilize the "reports" tab to print the fact timeline and there are several options on how you want the facts to display Cons We decided to use another software for creating imvoices. We weren't able to add as much information in the format we liked (my boss and I). There just isn't much that is editable on the formatting of the invoices, at least from my experience. Review Source MM Margaret M. Partner Law Practice Used the software for: 6-12 months ### "CaseFleet is the best!" September 15, 2022 5.0 We love CaseFleet as a tool, and its customer support is also fantastic. Pros CaseFleet is an essential tool for keeping track of and categorizing facts. With CaseFleet, you can review a document, recording, or deposition transcript, extract all the relevant dates and facts, link them to the relevant people and issues, and never have to turn back to the source. Then you can create terrific reports that include hyperlinks to the source documents. If you need to draft a fact-based motion or prepare for a deposition or trial, you will be ready to go. Cons I hope that CaseFleet will add document production features. It would be great to have an all-in-one tool. It would also be great if it had more tools for bulk editing document fields, especially during uploads. Review Source Response from CaseFleet September 16, 2022 Wow! Thank you for those kind words, Margaret. We really appreciate your glowing review, and are so happy to hear CaseFleet has been helpful to your team! Regarding document productions, this is actually a feature currently in development at CaseFleet, so please stay tuned for an update on that front! Kind regards, Meg Hall CaseFleet LW Laura W. Managing Partner Law Practice Used the software for: 1-2 years ### "Best use of your money for a litigator!" February 14, 2024 5.0 I'll just add that their customer service is truly fantastic. In addition to everything else, having people willing to respond to you ASAP in response to questions and time sensitive needs (and who are actual humans) means so much. Pros CaseFleet makes it so easy to organize files by contact and pertinent claims, get timelines for your case, and prepare for depos, summary judgment, and trial. The various ways to tag and mark documents is crucial, as are all of the variety of report options. As someone who struggles to build systems/figure out non-manual ways to do my job, I absolutely love it. It has all of that built in and has made my work SO MUCH EASIER! Cons I'd say its transcription could be better for audio files, but I imagine that AI is still being tweaked and worked on generally speaking. I do wish it were easier to mark and clip audio though. Review Source Response from CaseFleet February 15, 2024 Good morning, Laura. Thank you so much for the kind words about CaseFleet. I'm so glad to hear you've had a good experience thus far. Thanks for your feedback on the AI audio transcription - I'll be sure to make a note of that for our product team. Thank you, Meg and the CaseFleet Team BS Bryan S. Owner, Lead Trial Counsel Law Practice Used the software for: Less than 6 months ### "Great tool for a complex high volume document case" May 8, 2023 4.0 very good experience. I use this as an adjunct to my other case management tool, I do not see this as a stand-a-lone case management product. Pros Report capability sorts everything that you highlighted on the original Cons the Word doc is unmanageable and you have to convert to a PDF Reason for choosing CaseFleet no other product allows the highlighting and reporting Review Source Response from CaseFleet May 15, 2023 Hello Bryan! Thank you for taking the time to review CaseFleet on Capterra. I recall chatting with you about the issue you're experiencing with the report in MS Word, and I'm sorry to hear you're still having problems with this. When you're ready to connect for further troubleshooting, please reach out to our team at support@casefleet.com to schedule a support session via screen share. Kind regards, Meg ML Mark L. Consultant Legal Services Used the software for: 6-12 months ### "Great for complicated cases" October 5, 2023 5.0 Loved it. Once having got to grips with how it worked, for me and my assistant, it was exactly what we needed it for. Pros It made for easy chronological filing of documents with cross referencing with notes and overlapping legal issues. Cons The visual timeline representation graphic was difficult to use if the chronology was incomplete. So it was difficult to see in the graphical representation until the complete time period had been inputted. We inputted 204-16 and 2017-19 and the whole timeline graphic didn’t work so well because it only showed two time periods but the were too small to see significantly in relation to each other. Reason for choosing CaseFleet Customer support was excellent right from the beginning so we knew it would likely work for what we needed it for and it did. Review Source Response from CaseFleet October 10, 2023 Hi Mark! Thank you for taking the time to review CaseFleet on Capterra. We appreciate your kind words and are glad you had a good experience working with us. Thank you for your feedback regarding the visual timeline. We are constantly looking to improve CaseFleet, so your feedback about the visual timeline is very helpful. I will be sure to share this with the product manager and hopefully improve the experience around that feature. Please do not hesitate to reach out with any further questions or concerns. Meg Hall Customer Success SJ Stacey J. Medicolegal Assistant Law Practice Used the software for: 1-2 years ### "Casefleet review" September 14, 2022 5.0 Casefleet has been perfect in helping set up Medical Record Summaries. Pros This software is easy to maneuver and has the best support staff to help if you have any questions. Cons Nothing there is nothing I do not like about this software Reason for choosing CaseFleet Had everything we needed and wanted included in the software. Review Source Response from CaseFleet September 26, 2022 Thank you for your kind words, Stacey! We are so glad to hear your experience with CaseFleet thus far has been a great one. Please do not hesitate to reach out to our team if you need anything! Kind regards, Meg Hall KJ Kelly J. Founder Media Production Used the software for: 2+ years ### "Best simple chronology, fact, and document case management software I've tried." March 7, 2023 5.0 I have found Casefleet easy and pleasant to use without the complication of lengthy onboarding and overly-complex software. Pros I love the ability to manage multiple cases and create chronologies from unlimited documents. I love that you don't have to go through a salesperson or onboarding session. There is no need: Casefleet is functional at onset and its use easy to understand. Cons I wish there was a way to upload a spreadsheet of facts and that Casefleet would integrate with Dropbox. I believe a contact spreadsheet upload would help a lot of clients. Review Source Response from CaseFleet March 9, 2023 Hi Kelly! Thanks for your kind words. We're so glad to hear that you've found CaseFleet intuitive to learn and easy to use. We are actually working on a couple of the features you mention wanting here - namely the ability to import contacts and facts to a case via CSV, so stay tuned! MT Molly T. Legal Counsel Law Practice Used the software for: 6-12 months ### "Highly recommended!" September 21, 2022 5.0 Pros I like how simple and professional the interface is, how responsive (and human!) the customer support is, and the reporting and analytic frameworks. Cons I would like to customise the product more to our organisational needs and preferences--removing certain fields we don't use and adding those we do, and being able to mass delete. Alternatives considered [Nuix Discover](https://www.capterra.com/p/252025/Nuix-Discover/) Review Source Response from CaseFleet September 26, 2022 Hi Molly! Thank you so much for the great feedback. We are always trying to improve CaseFleet, and knowing where our customers feel we can improve is critical to our product strategy. We do have plans to implement a bulk delete option and are investigating the best way to build this into our existing architecture. Please reach out to me with any further questions or concerns that might arise. Happy to assist however I can! Best, Meg Hall Customer Success JO Julie O. Managing Partner Legal Services Used the software for: 1-2 years ### "Transformed Our Law Firm, We Love It Can't Do Without It" June 14, 2016 5.0 Okay first off, customer service response is within minutes, even on the weekends. Ease of use is so straightforward and intuitive even for computer illiterates. Features and functionality--it does just what you need because it was created by lawyers for lawyers. Value for money--you get your bang for the buck. Overall quality--superb. Pros The timeline. The ease of billing. Cons Needs a phone app but as I understand that is in development right now. Review Source CB Charles B. Attorney Legal Services Used the software for: 6-12 months ### "Excellent software and great customer support!" January 23, 2018 5.0 Pros CaseFleet helps me keep track of discovery, timelines and facts about a case in one place. Helps me in finding connections between what a witness may have said in one report and what was said in another. This allows me to finding inconsistencies or issues that may be crucial in a case. Review Source JC James C. Attorney Used the software for: ### "I use CaseFleet in the management of my caseload at an employment law firm." March 9, 2016 5.0 The interface is intuitive and aesthetically pleasing, and the platform runs fast and smooth. It provides everything I really need for the effective management of my caseload. The timekeeping and invoicing components are especially helpful. Review Source DF Deanna F. Paralegal Law Practice Used the software for: I used a free trial ### "Best program for evidence management." June 24, 2024 5.0 They extended my trial period to allow me to share with our Office Administrator and Litigation Staff. Pros CaseFleet is easy the best program I have found to manage evidence. It only took 15 minutes to learn to use it, and after only 4 hours I generated a comprehensive fact report and timeline that would have taken many more hours to create manually. Other programs require significant unbillable data entry time, but with CaseFleet I can generate an immediate work product and capture all the time as billable. I love this program!! Cons I love all the features, so what I like least is the pricing. Switched from [CaseMap+ AI](https://www.capterra.com/p/35995/CaseMap/) CaseMap is VERY expensive, and very time intensive to enter data, and not all that useful unless you have a person dedicated to entering significant tags and filters with each fact. Also, CaseMap lost all the facts we entered for an entire case and was unable to recover them. Also, learning CaseMap required multiple webinars with the Rep, and we were still confused. Review Source Response from CaseFleet July 1, 2024 Hello Deanna! Thank you so much for your kind words about Casefleet. I'm glad to hear you're finding our tools useful. Please don't hesitate to reach out to our tam if you have any further questions or need clarification on how anything functions in our app! SB Stephanie B. RESEARCH AND DEVELOPMENT MANAGER Financial Services Used the software for: 6-12 months ### "Fantastic" October 10, 2023 5.0 I highly recommend CaseFleet. If there is a time when there are 1000s of pages of documentation to review and the goal is to scrape out information that cannot be done by a model. Then this is the tool. Pros The application is easy to use.Page markers - know if you reviewed the document page or notThe search function in the document - provides a page number and a snip of information - an easy click to go to the pageReports - compile all highlighted items by fact or issue and zip up all documents accordinglyPick up where you left off - when reviewing documents, a dashboard is shown Cons Page markers - an option to only look at "non-reviewed pages" would be niceAn option to add Bates numbers to documents when uploading or anytimeHow to avoid creating duplicate contactsReports to offer percentages by aggeration of a subject (issue/fact) Review Source Response from CaseFleet October 12, 2023 Hi Stephanie! Thank you so much for taking the time to share your experience with CaseFleet on Capterra. I'm glad that you found the tool helpful for your case. I appreciate the areas you pointed out that can use improvement and will be sure to share this feedback with our Product Manager. Please do not hesitate to reach out if we can be of further assistance or if you have any future needs from CaseFleet! Meg Hall Customer Success DB David B. Attorney Law Practice Used the software for: 6-12 months ### "Wonderful Customer Service and Support" December 23, 2022 4.0 I needed something to review discovery quickly. In addition, I also needed something to produce out discovery in response to requests from government agencies. I am able to both with Casefleet. And, when I don't know how to do something, the customer service is absolutely incredible. Prior to Casefleet, I was resigned to going through layers of a phone tree in order to maybe get someone who could help only after spending 10 minutes looking up my name, etc. With Casefleet, the help is just about instantaneous. I appreciate how they make me feel valued even though I am a very small customer. Finally, and in an absolute hidden gem of a feature, you can upload a video for example and takes notes on the interview as it's played, and further, print out a list of time-stamped entries with your notes. Plus, you can then use Casefleet to jump to the relevant parts of the video. Pros The customer support is probably the best of any company - legal or otherwise - that I have ever encountered. My questions are answered almost immediately and when they can't be answered immediately, I get an actual response from a real person letting me know. I have worked mostly with \[SENSITIVE CONTENT\]. She is incredible. Extremely knowledgeable, friendly and professional. If she does not know the answer, then she will find out. Very, very impressed. Cons For individual sources, I'd like to be able to do inline editing for all fields in the list view rather than having to go into a source to make changes. Review Source Response from CaseFleet December 23, 2022 Hi David! Thank you so much for your kind words about our support team. We are glad to hear CaseFleet is suiting your needs. The feedback you've shared with us over the past year has been incredibly valuable, as well. Thank you for your candid assessment and willingness to help us continue to improve the CaseFleet application. LOoCD Law Office of Christopher D. Managing Partner Law Practice Used the software for: 1-2 years ### "Casefleet Document Management " February 5, 2023 5.0 We saved thousands each month with CaseFleet. Also CaseFleet customer service is phenomenal. Pros Casefleet is the best web-based document management platform on the market. I own and manage a small firm with a large class action practice - we regularly draw very large law firms as our opponents & must process and review large amounts of data with efficiency to win. For years I was paying for hosted services that were way too expensive - the pricing model, particularly was it related to processing, was unsustainable. Casefleet's DIY web-based document processing (with reasonable per upload pricing and free storage!) allowed us to ditch the hosted platforms and we saved thousands. Cons I don't have many negative things to say about the product - it's not a true practice management platform if that's what you are looking for. It's best for individual case management/organization and document management for litigators. For those purposes, Casefleet has no peer. Alternatives considered [NetDocuments](https://www.capterra.com/p/225425/NetDocuments/) Reason for choosing CaseFleet NetDocuments is a hybrid cloud platform we lost control of versioning. Customer service is not good. Review Source MS Maurice S. Partner Law Practice Used the software for: Less than 6 months ### "If you want the software you've been looking for, stop here!" March 27, 2023 5.0 CaseFleet's demo of the features was way better than anything I imagined when I purchased the software, it should be mandatory with each purchase. I'm positive it will make for more loyal clients. Pros CaseFleet has made so much about case mangement simple. You can change your workflows, share your case with co-counsel, download recordings, dowload documents, and extrapolate so much information from this software. It's been a long time since I haven't experienced buyer's remorse. Cons I would like for it to come with pre-built customizable workflows and the same functionality for issues and facts. Review Source Response from CaseFleet March 28, 2023 Hello Maurice, and thank you for your glowing review of CaseFleet! We're so glad to hear that you're finding the platform useful and easy to use. I'll be sure to share your feedback with the rest of the CaseFleet team. Please don't hesitate to reach out with any questions or concerns. AW Aaron W. Attorney Law Practice Used the software for: 1-2 years ### "Aaron's Review" September 13, 2022 5.0 It has been a fantastic tool for managing cases from start to finish. It has become indispensable in my legal practice. Pros It enables us to evaluate client documents in order to create document indexes, cast of character lists, and fact chronologies. We then work with our clients to work up complete this review. We can then work internally to develop a litigation, discovery, and settlement plan based on this review. Casefleet offers a unified platform for completing all of these tasks. Cons We use a few features on a regular basis. Some of these options can be saved as templates and employed on numerous occasions. It would be beneficial to extend these template features to other areas. Switched from [CaseMap+ AI](https://www.capterra.com/p/35995/CaseMap/) Casefleet has no storage restrictions. It enables remote access. It supports two guest accounts for each case, allowing for communication with clients and co-counsel. It is also extremely adaptable. Review Source Response from CaseFleet September 14, 2022 Aaron, thank you for taking the time to share your experience with CaseFleet thus far. We are so glad to hear everything is working well for your firm. Also happy to hear you've found the templates beneficial. As you mentioned, we too want to expand our template options and have included it in our product roadmap. Please keep us informed of any other ways you feel we can improve! Kind regards, Meg and the CaseFleet Team VR Verified Reviewer Founder and CEO Newspapers Used the software for: 2+ years ### "Great for case management and investigations" January 19, 2023 5.0 Pros CaseFleet's easy of use is impressive. The software makes it simple to upload lots of PDFs for a case, manage the issues related to them and, most important of all, facilitates the extraction of facts from the documents.Building a timeline of facts and referring to them is equally simple. Instead of wasting time with complicated and bloated setups, CaseFleet helps focus only in create meaning from the documents. Cons For the purposes of managing large case documents (hundreds of PDFs) and building complex timelines, I didn't miss any features. Review Source Response from CaseFleet January 20, 2023 Thank you for taking the time to share your feedback with us! We are glad to hear that you're finding CaseFleet useful for your cases. Please don't hesitate to reach out to us at support@casefleet.com with any further thoughts or feedback! VR Verified Reviewer Attorney Law Practice Used the software for: 6-12 months ### "TIMELINES!" November 3, 2017 5.0 Pros First, the amazing team. I have only had two or three questions but the chat feature is awesome and it is a real human. Also, CaseFleet take an active interest in feedback. They are attorneys that are building an application for attorneys to use. Next, Timelines allows me to enter a relevant fact, tag it to an issue, the black letter law, separate out the elements and tag facts and the upload the documentary evidence supporting the facts. Then you can run reports. The reports are perfect for anyone who has trouble with CREAC organization. There are several options. Especially in a simple litigation case it can be a real time saver. In a complex case, a life saver (esp if you don’t have a team of paralegals and interns assisting in organizing and weeding out relevant facts and corresponding supporting evidence). I began using their Practice Management feature recently but have not spent enough time with it to comment. You can get one without the other so I recommend everyone at least demo Timelines. I have never seen anything like it, as simple and affordable, on the market. Cons When I am on my iPhone and using CaseFleet, there are certain objects that I can’t click because they are outside the display parameters. But it does not stop me from updating facts or adding my Westlaw research while I am in line at Starbucks. Review Source KJP Kenya Jade P. Filmmaker - Visual and Editorial Researcher Entertainment Used the software for: 2+ years ### "Casefleet for Research on a Documentary Film about a wrongful conviction " March 25, 2023 5.0 It was overall very good. Some minor things that could have been better, but overall this product made our legal research much more manageable on a very complicated case. If you'd like to see our film when it comes out this spring please reach out to me at \[sensitive content hidden\] Pros The annotation features were extremely helpful in allowing us to tag and organize documents which had multiple headings and many different themes. Cons The search functionality across the entire case was not helpful where I needed to search for a particular phrase and it wouldn't isolate more than one word. Review Source Response from CaseFleet March 27, 2023 Hello, Kenya Jade! Thank you so much for your kind review. We are glad to hear that CaseFleet was helpful for this impressive project and can't wait to see the film when it's done. Also, just in case you were unaware, the full-text search functionality does provide advanced operators for searching phrases, using wildcards, doing proximity searches and more. This support article goes into more detail on how to create these more specific search queries: https://support.casefleet.com/en/articles/2017248-full-text-case-search Please don't hesitate to reach out with any further questions or feedback! Thanks again for your time as a CaseFleet customer. DV Debora V. Senior Member Law Practice Used the software for: 1-2 years ### "Legal Fact Chronologies" September 26, 2022 4.0 My contact person has been very helpful and getting the documents uploaded has been seamless. Pros We were looking for a product to replace CaseMap to help us with creating detailed factual chronologies for our cases during our review of pleadings, case documents, and deposition transcripts. CaseFleet fits the bill and we found it to be very user friendly. Cons I wish they could have set it up where the firm is billed and can then pay for the annual fee without having to have a personal credit card on file. Also, I wish there were a separate field called "source" where you could identify a document by title or bates number without having to include it in the description of the document or having the document uploaded. Reason for choosing CaseFleet I liked that it is a flat fee per user and not a per case or per gig charge. Switched from [eDiscovery](https://www.capterra.com/p/119806/Ipro-eDiscovery-Suite-Cloud/) Ipro is not user friendly and did not work well for fact chronologies. It is better when using large volumes of documents, however. For smaller cases, CaseFleet is perfect. Review Source Response from CaseFleet September 27, 2022 Debora, thank you for your glowing review of CaseFleet. We are so glad to hear it has been a useful tool for building out case chronologies. We appreciate your thoughts on our billing options and will certainly consider your feedback as we review our billing policies. We do also have the ability to create "empty" sources for tracking documents without actually uploading them to your case. I will send you a direct email with more details on that option. Thanks again for taking the time to share your feedback with us! Kind regards, Meg Hall MA Monica A. Associate Law Practice Used the software for: 6-12 months ### "Practical everyday tool for complex cases" July 18, 2023 5.0 Pros The timeline feature of CaseFleet is irreplaceable - key to managing large complex litigation without losing track of documents or facts. The ability to search facts by issue or persons involved is has become an essential part of my deposition preparation. Cons I wish the document view was a little cleaner when looking at a pin cite, allowing us to more easily navigate through the document. Review Source Response from CaseFleet July 19, 2023 Hello, Monica. Thank you so much for taking the time to share your CaseFleet experience on Capterra! Thank you for your constructive feedback regarding the document view when looking at a pin cite. I'd like to chat with you a bit further about this to get a better idea of what you're envisioning and will send you an email directly to coordinate. Have a great rest of your week! GP Gina P. Senior Staff Attorney Legal Services Used the software for: 6-12 months ### "CaseFleet is an excellent document storage and review program" February 27, 2023 5.0 I can characterize documents, do deposition summaries with in CaseFleet Pros The ability to create a new case solely for trial documents admitted in evidence. Cons Not that I am aware. It is sometimes difficult rule out certain words in a search Review Source Response from CaseFleet March 9, 2023 Gina, thanks for sharing your experience with CaseFleet on Capterrra! Please do not hesitate to reach out to our support team if you have any questions or concerns. We are always happy to help ensure you're getting the most from your subscription. 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