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  1. Apply bates stamps and download stamped versions of docs

    When reviewing documents (sources) PRIOR to production, I want to apply Bates stamps to the documents while retaining other metadata, so I can handle more of the production process from within CaseFleet.

    Risa B
    #Sources#Reports

    0

  2. Central storage of particular sources accessible by all cases

    Central Storage Space for documents that can be applied to multiple cases without having to upload them to each case every time (his, in particular, is a transcript from an Expert)

    Charlotte
    #Sources

    0

  3. Add password management to document processing & uploads

    When working with encrypted or password protected files, I would like the ability to load these encrypted files directly into CaseFleet. Currently, I have to remove these security settings prior to uploading the file into CaseFleet.

    reed@burnsandfarrey.com
    #Sources

    0

  4. Search for Existing Facts by fact content OR date

    When searching for an exiting fact to link a new citation to in the reviewer, it would be helpful for the search field to check both the Fact memo AND the date. I would like to be able to enter a date in the search field to help narrow he list of existing facts to choose from to that particular date.

    Andrew N
    #Document Review#Facts

    0

  5. Bulk delete contacts

    Users are requesting to be able to delete contacts in bulk

    Nadav H
    #Bulk Edit

    0

  6. Download annotated/highlighted version of documents

    I would like to export transcripts with highlights and (potentially) comments, so it is more useful to me as a hard copy.

    james@dixoncannon.com
    #Sources#Reports#Document Review

    0

  7. Ability to clone or duplicate an existing Case

    When working in a case in CaseFleet, I would like an easy way to create an exact copy (clone) of an existing case as a new case file in my account.

    Risa B
    #Misc. #Account Admin

    0

  8. Merging chronologies

    If we have two separate cases that start to overlap for articles it would be helpful to have the ability to merge the chronologies or to easily pull facts from multiple timelines to create a new chronology

    lindy@casefleet.com
    #Facts#Misc. #Account Admin

    0

  9. Generate reports in way that enables opening to cited page of documents

    When I generate the report with the documents it gives me the option to hyperlink to the attached documents. I would like the hyperlinked to open to the specific page/location in the document.

    avangelder@gbw.law
    #Sources#Reports#Facts

    0

  10. Import Facts via .CSV

    When I import facts, I would love the ability to import via Excel sheets!

    jhowie@jasonpaulhowie.com
    #Facts

    0

  11. Allow long PDFs to be "split" into separate documents within CaseFleet

    When I'm reviewing a document and find that it is actually more than one document combined in one, I would like to be able to split it into separate documents within CaseFleet.

    Jeff Kerr
    #Sources#Document Review

    0

  12. Additional columns for facts

    When I'm viewing facts, it would be helpful to see custom columns for things such as comments, when the fact was created, and who created the fact.

    jorie@amlc.ca
    #Facts#Filtering & Saved Views

    0

  13. Print from Document Reviewer

    Add a print button to the document reviewer and/or source info page. It would be nice to be able to print out a source without having to download the document first.

    callanheurung@hessemartone.com
    #Reports#Document Review

    0

  14. Easily add new highlighted text to a fact

    When I'm creating a fact, I sometimes need to add additional text on the page after the first section that I highlight. I would like to be able to add new "highlight" to the fact without having to use the "Link to existing fact feature".

    Janet S
    #Document Review#Facts

    0

  15. Redact documents in CaseFleet

    I'd like to be able to redact documents in CaseFleet AND download redacted versions of the document

    lindy@casefleet.com
    #Sources#Reports#Document Review

    0