Your Case Home tabs now feature AI action cards that launch tasks with pre-configured prompts. Click a card like "Summarize documents" or "Search facts" to jump straight into AI Assistant chat with your prompt ready to go. These shortcuts eliminate repetitive prompt writing and help you leverage AI features more efficiently.
You can now select which AI model to use in the AI Assistant chat. Choose between three options optimized for different use cases and credit consumption:
This setting gives you more control over your AI credit spending and performance. Start with Balanced for routine work, use Fast and low-cost to conserve credits on simple tasks, or switch to Premium intelligence when you need the most powerful analysis.
We've simplified how you control AI feature access across your team, providing you more control over who can use AI features in your Casefleet workspace.
The "Can use AI features" permission setting now manages access to both Document Intelligence and the AI Assistant in one place. Previously, this permission only controlled Document Intelligence access. Now it governs all AI functionality, making it easier to manage your team's AI capabilities from a single setting:
Need help getting started with the AI Assistant? We now provide a selection of pre-written prompts and queries to direct Casefleet's AI to help you perform common actions. When starting a new chat conversation, simply select from the suggested prompts below the input box to for ideas on what tasks you can give the AI Assistant.
Casefleet's AI assistant can now see images — not just read text, but truly understand visual content.
Until now, the AI could only work with text content and metadata. This update changes everything: the AI can now interpret visual information, spatial layouts, diagrams, handwriting, and anything else you can see in an image.
What you can do:
This means you can now ask questions like "What does the signature look like?" or "Describe the scene in this photo" or "What's highlighted in this contract?" — the AI sees what you see.
Casefleet has upgraded our bulk uploading infrastructure, making handling large uploads faster and more efficient than ever before!
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.
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.
