Feedback

As an administrator, I would like the ability to set up Saved View "templates" for column organization that are automatically added to the respective page (Facts, Contacts, Sources) when a new case is created. Being able to automatically apply saved views across cases would save time and ensure consistency. Since filtering depends on case-specific data, these "saved view templates" could be limited to visible columns and column order. Then the user could quickly adjust any filters/columns unique to the case.

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

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.

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

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.

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

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.

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.

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.

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

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.

I would expect custom fields.

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

When I log in to CaseFleet, I would like to see a section for status updates for cases to quickly and easily reference. For example, under the "Tasks" section there could be another section for any recent updates on cases. (Andy created a status update on April 19, 2021 at 1:00 PM: "Melanie responded to discovery asking if she could have until May 1st to produce documents")

When viewing the Facts tab, I would like the option to quickly adjust the facts by date order. Currently, facts are always displayed in ascending order, but I would like the ability to view them in descending order (most recent first).