We’ve introduced Case Planner, a powerful new way to manage complex, multi-step casework with clarity and control.

Case Planner uses Planning Mode to break down large tasks—like document reviews, fact extraction, and issue analysis—into a structured, step-by-step plan. You’ll see exactly what’s happening at every stage, with real-time progress updates and built-in approval checkpoints before anything is finalized.

With Case Planner, you can:

• Organize complex workflows into clear, manageable steps
• Track progress with live checklist updates
• Review and approve proposed facts, issues, or changes before moving forward
• Adapt plans as new documents or insights emerge—without losing visibility

Whether you’re reviewing depositions, analyzing medical records, or building a case timeline, Case Planner keeps your work transparent, auditable, and firmly under your control.

👉 Learn more:

https://support.casefleet.com/en/articles/13460948-case-planner-ai

We’ve got some exciting news! We’ve made a behind-the-scenes improvement that can cut the cost of longer AI conversations by 50–75%.

Here’s what that means for you:

• Follow-up messages now cost way less
• You can have longer, richer conversations without worrying about the cost
• Overall, AI usage costs will generally trend downward

Think of it as getting more insight, more answers, and more value—without paying extra. No workflow changes required—just more value and lower cost as you continue working with AI in Casefleet.

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!