Case Planner (AI-Powered Planning Mode)
NEW
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