Casefleet just got a whole lot smarter! Our new Proposed Facts feature helps you spin up a clean, organized chronology in minutes.

Start by having the AI Assistant review any document. It will surface potential claims, spot missing issues, and highlight what matters most. You decide what to accept, so your case stays fully in your control.

From there, the assistant can dig into your documents to propose facts—each one backed by a real citation it found in your files. Approve the ones you want, and watch your chronology begin to take shape with dates, issues, and citations all connected seamlessly.

It’s a fast, intuitive way to get momentum on a new case and transform raw documents into structured insight. Try it out and see how quickly your case comes to life!

Here's a link to the support article for more details: https://support.casefleet.com/en/articles/13057134-using-the-ai-assistant-to-create-facts

Casefleet’s AI just got smarter! We've rolled out Extended Thinking, which lets the model take a bit more time to dive deeper into complex analytical tasks, multi-step reasoning problems, and tasks requiring careful consideration. When enabled, the AI takes additional time to process complex prompts and generate more detailed, structured responses. It offers a more thorough output without changing your existing workflow.

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:

• Fast and low-cost: 2-10 credits per 1K tokens—ideal for quick, straightforward tasks
• Balanced: 6-30 credits per 1K tokens—our recommended option for most everyday work
• Premium intelligence: 30-150 credits per 1K tokens—best for complex analysis requiring maximum accuracy

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:

• Admins: No action needed—this permission remains enabled by default for you

• Other users: Admins can now grant AI access to any permission level, including guests

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:

• Analyze visual evidence — Ask about photos, exhibits, diagrams, charts, or any image content (.png, .jpg, .jpeg)
• Understand document layouts — AI recognizes visual structure, formatting, annotations, and handwritten notes in Document v3 files
• Go beyond text extraction — Get insights from how information is presented visually, not just what the words say

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.

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!