We’re excited to announce the release of the AI Assistant in Casefleet!

With the AI Assistant, you can now interact directly with your case documents and data in a conversational way—making it faster and easier to get the insights you need.

What the AI Assistant can do:

• Provide relevant information based on your case documents
• Include citations that link back to the original source material, wherever possible
• Reference case data like facts, entities, issues, and tasks when applicable

Learn more in our support article: AI Assistant Overview

Casefleet has released an upgrade allowing for concurrent document uploads, speeding up the time it takes when uploading multiple documents at once to 6X faster!

We've improved the search functionality when filtering cases and facts in Casefleet.

You can now search for two words even if there's another term in between them. This makes it easier to find relevant results, even when exact phrases aren't used.

We've made it easier to navigate long lists of facts in Casefleet! You can now quickly jump to the top or bottom of your facts list using new options in the ellipsis (⋯) menu. Simply select "Scroll to the top" or "Scroll to the bottom" to move instantly through your chronology — no more manual scrolling required.

We're excited to share that Casefleet has added a new AI-powered feature to help speed up your fact creation—Suggested Facts.

After running Document Intelligence on a source in Casefleet, launch a document in the reviewer and click the Suggested Facts icon in the toolbar. A list of AI-generated fact suggestions that can be quickly added to your case chronology and auto-llinked to entities and issue. You can review, edit, and accept suggestions into your chronology—or skip/delete them as needed.

The Casefleet team is excited to introduce the Case Archive Bundle Report. With this feature, you can now export a complete set of case reports in a single download. When the Case Archive Bundle is generated, the resulting ZIP file will include all available report options for your case, making it easy to quickly create a case archive for local backup.

We’ve enhanced the Exhibits Management feature to make organizing and tracking exhibits easier and more efficient. Link exhibits to a parent file directly in the document reviewer, and view all assigned exhibit numbers at a glance.

We're excited to share that Casefleet's Document Intelligence AI feature is now available to accounts with usage-based billing. Automatically generate a summary and outline of the document contents with AI. The file contents are also searched for Entities (people, organizations, events, products, etc.) mentioned within the text, providing you with a side panel for quickly reviewing and adding detected Entities to your case file. Each account on usage billing includes 500 free pages of Document Intelligence processing per billed user per month. If your usage surpasses this amount, you can opt-in to overage billing to continue using Document Intelligence past the free tier. Document Intelligence overages are billed at $0.05/page over the free monthly allotment.

When downloading deposition transcripts as highlighted PDF files, page and line number designation records are now included in the highlighted content. Internally created designations appear in purple and imported designations appear in orange. Any areas of overlapping designations are shaded grey. To generate a highlighted deposition transcript, click the gear icon in the reviewer toolbar and select "Download Highlighted Transcript". You'll see a pop-up where you can customize headers with case and source names, and choose to export all pages or only those with highlights.

Contact records in Casefleet are being renamed to "Entities." This change reflects our expansion of this feature beyond just tracking persons and organizations to include products, locations, and other case-relevant items through a new "type" field. This enhancement is part of our preparation for the upcoming Document Intelligence AI feature release.

To help you adjust to this change, you'll notice the "Contacts" menu and case tab will temporarily display as "Entities/Contacts" for a short transition period before changing to simply "Entities."

All of your existing contacts data remains intact and accessible - we've just given you more flexibility in how you categorize and work with this information. We're confident this update will improve your case management experience by providing a more versatile way to organize all elements relevant to your cases.