We’re excited to introduce Skills, a new way to give Casey specialized instructions for recurring tasks and workflows.

Create Skills that tell Casey how and when to handle specific tasks, then keep them private or share them with your case team or firm. You can even ask Casey to create a Skill for you and refine it with AI as your workflow evolves.

Ready to get started? Learn more about Skills and how to create and share them here.

Casey can now add verified citations directly to your drafts! 🎉

See exactly where the supporting evidence comes from with citation previews as Casey writes. When you save your draft, citations are automatically converted to The Bluebook style.

More traceable. More reliable. Ready for legal drafting.

[Learn More]

Producing documents for opposing counsel just got easier!

You can now Bates-number documents, preview the final output, and generate a ready-to-send ZIP—all while keeping a record of exactly what was produced.

Find Produce on the Sources tab, and manage completed productions from the Productions tab.

👉 Learn how to create a production

Your AI Assistant just got smarter!

Claude Fable 5.0 is now available in Casefleet, delivering more powerful reasoning and higher-quality responses for your most complex legal work.

To use it, start a new AI Assistant chat and select Maximum Intelligence in the bottom-right corner.

Available now for all accounts with usage billing. No changes to pricing or AI Credit usage.

Note: Claude Fable 5.0 is not compatible with Zero Data Retention (ZDR). Anthropic retains inputs and outputs for up to 30 days. Click here for more details.

We’ve recently added a Plan Usage panel so firm admins can quickly see this month’s usage right from the dashboard.

What’s included:

• Usage at a glance for Storage, OCR, Transcription, Doc Intelligence, and AI Credits
• Simple progress bars showing included vs. overage usage
• “View details” link for full breakdown

Quick notes:

👀 Visible to firm admins only

💵 Overage amounts show only if billing is enabled

📊 Storage shows GB used + daily average (no bar)

⏳ May briefly show a loading message while data updates

Here's a link to a detailed support article: https://support.casefleet.com/en/articles/14792138-plan-usage-panel-dashboard

A faster, clearer way to keep track of your plan usage!

Casefleet’s AI Assistant now automatically detects and suggests Entities when proposing facts.

• Entities appear directly in each proposed fact
• Hover to preview entity details
• Click Accept to save the fact and create new entities in the Entities tab

Here's the link for the support article on how this feature works: https://support.casefleet.com/en/articles/14135723-entity-extraction-in-proposed-facts-ai

Build your case faster—no manual entity creation needed!

We’ve introduced Web Search controls for the Casefleet AI Assistant, giving you more flexibility and control over how external information is used.

You can now restrict AI web searches to specific trusted domains, such as court or government websites. Even better, your allowed-site preferences are now saved to your firm user account, so they follow you across devices and browsers.

👉 Learn how to configure Web Search and allowed domains in our support article:

https://support.casefleet.com/en/articles/13920310-web-search-ai

This update helps you conduct more focused, reliable research directly inside Casefleet. 🚀

Meet Drafts — your new in-case workspace for notes, strategy, memos, and AI-generated work.

Drafts live in a dedicated Drafts tab and can be created manually or generated by the AI Assistant. When linked to Case Instructions, the AI can read and build on your drafts across conversations—giving it persistent, case-specific memory.

Less repetition. More continuity.

Here's a support article for more guidance on the newest feature:

https://support.casefleet.com/en/articles/13763834-using-the-drafts-feature-beta

Interested in early access? Send us a message at support@casefleet.com to join the beta.

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.