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  1. Integrate with Clio

    I wish CaseFleet integrated with Clio (e.g. pulled contacts in, etc.).

    Meg Hall
    #Integrations

    0

  2. Keyboard Shortcut on Facts & Sources Pages

    I would like to use the up and down arrows to scroll up and down on these pages.I'd like to close a new fact capture window without having to click on "save." For example, Ctrl-Return would work well.It would be nice if I could Shift+Arrow key to jump to the next page of results on various tabs, since it defaults to 20 recordsIt would be nice to have a shortcut so that clicking insert key or + automatically brought up create fact window. Same for creating contacts.It would be great if I could assign the tag to a keyboard shortcut so I could quickly review.

    cbingham@etkclaw.com
    #Sources#Facts

    0

  3. Ability to link Issues to Contacts, Sources and Tasks

    When working in CaseFleet, I would like the ability to tag contacts and sources with the Issue tags created for Facts. Currently, I have to create separate Source Tags or Contact Roles for tagging these.

    Meg Hall
    #Alternative Available#Issues & Claims

    0

  4. 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

  5. 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

  6. 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

  7. 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

  8. Import Facts via .CSV

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

    jhowie@jasonpaulhowie.com
    #Facts

    1

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. custom fields

    I would expect custom fields.

    notice@ljdonline.com
    #Misc. #Account Admin

    0

  15. Customized Reports

    When using CaseFleet, I would like the ability to add customized templates for reports that pull in case data from my account.

    pbourelly@isog.org
    #Reports

    0