Feedback

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  1. Ability to add a fact comment when linking to an existing fact

    When I'm in the document reviewer and using the "link to an existing fact" option, I'd like the ability to add a fact comment at the same time, like you can when creating a new fact via highlight. Currently, I have to create the citation to the existing fact, then reopen the fact form to add a new comment.

    carlos@andreamarcuslaw.com

    0

  2. Ability to Bulk Accept Facts from Document Intelligence

    Add an option to β€œAccept All” (or bulk select) facts generated by Document Intelligence, so that users can confirm multiple facts in one action rather than one at a time.

    Gerard V

    0

  3. Add Filter Details to Report Download List

    Currently, the list of reports generated only displays the report name and the download link. When running several reports, it can be difficult to identify which download corresponds to which set of filters. Suggests adding a column in the table under Step 3 of the report generation process that displays the filters applied to each report. This would make it easier for users to distinguish between reports and quickly locate the one they need.

    Laura W

    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

    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

    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

    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

    0

  8. Import Facts via .CSV

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

    jhowie@jasonpaulhowie.com

    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

    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

    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

    0

  12. 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

    0

  13. 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

    0

  14. custom fields

    I would expect custom fields.

    notice@ljdonline.com

    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

    0