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About CaseFleet

CaseFleet Review: Law Practice Management Software

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Lawyerist Rating for CaseFleet

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Rating Breakdown

Our Rating: 4.4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

4.4/5

Overview
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What is CaseFleet?

CaseFleet is a cloud-based law practice management platform built with litigators in mind. It’s focused on evidence organization, document review, and fact management. Firms looking for a better way to handle investigations, depositions, and litigation will definitely want to review CaseFleet.

Starting Cost: $30/user/month

Pros
  • Document Management
  • Settlement Tracking
  • Litigation Focus
Cons
  • Not for Solos
  • Weak Accounting
  • Lack of Integrations
Overview
Featured Ratings

CaseFleet Review: Law Practice Management Software Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
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CaseFleet Review: Law Practice Management Software Video

Compare with Other Law Practice Management Software Products Download the Field Guide

Product Details

Apps
  • Web
Installation
  • Cloud

Core Features

For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

Case/Matter Management

Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.

Client/Contact Management

Managing clients and other contacts is a core feature of law practice management software.

Task Management

Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.

Calendar

As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.

Timekeeping

Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.

Conflict Checking

An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.

Email Client

Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.)

Text Messaging

Can you send and receive text messages and associate them with your matters?

Document Management

Basic document management allows you to add documents and associate them with your cases/matters.

Document Assembly

Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.

Secure Client Portal

Basic Bookkeeping

This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.

Trust Accounting

This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.

Full Accounting

Some software includes full double-entry accounting features, making additional accounting software unnecessary.

Billing & Invoicing

Does the software allow you to send bills or invoices?

Online Payments

Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.

Open API

Compare CaseFleet Similar Products

Select another product to compare:

CaseFleet

4.4/5

Image of Casefleet Law Practice Management Software logo
Pros
  • Document Management
  • Settlement Tracking
  • Litigation Focus
Cons
  • Not for Solos
  • Weak Accounting
  • Lack of Integrations

CASEpeer

4.6/5

CASEpeer Logo
Pros
  • Document Management
  • Settlement Tracking
  • Litigation Focus
Cons
  • Limited Intake
  • Complex Initial Set-up
  • Weak Accounting
Read CASEpeer Review

Filevine

4.2/5

Filevine Logo
Pros
  • Cloud-based
  • Integrations
  • Customizability
Cons
  • Complex
  • Basic Task Management
  • No Client Portal
Read Filevine Review

PracticePanther

4.7/5

practicepanther logo
Pros
  • Customizability
  • Intake
  • eSignature
Cons
  • Simple Document Management
  • Basic Templates
Read PracticePanther Review

Frequently Asked Questions

Where can I use CaseFleet?

As a cloud-based law practice management platform, users can access CaseFleet through any modern web browser.

What is the price of CaseFleet?

As of this review, CaseFleet begins at $30/user/month for their Starter package. Users who want all of the features, however, will want to subscribe to their Standard package at $75/user/month

Is CaseFleet secure?

In short, yes, the platform appears to be reasonably secure. They encrypt user data at rest and in transit and store information on Amazon’s AWS servers. They also allow for granular user permission controls, two-factor authentication, and secure Single Sign On via SAML2.

Does CaseFleet integrate with Microsoft 365?

CaseFleet is an all-in-one platform. As such, it does not integrate with Microsoft 365 or any other platforms.

Does CaseFleet integrate with Google Workspace?

CaseFleet is a true all-in-one platform. As such it does not integrate with Google Workspace or any other platforms.

Can CaseFleet handle my Trust Accounting?

If you’re looking to use CaseFleet, odds are, it can manage your trust accounting. However, it does not have full accounting capabilities, nor does it have some of the hard-to-find features that some litigation attorneys need.

Can I accept online payments with CaseFleet?

Users cannot accept online payments through the platform.

Does CaseFleet integrate with Zapier?

No. The platform doesn’t integrate with any other software, including Zapier or other automation software.

Can I automate documents with CaseFleet?

CaseFleet is not a good document automation platform. It is better at managing documents and facts within a matter, rather than building large scale documents.

Is CaseFleet compatible with both PC and Mac?

Yes. As a cloud-based solution, users can access it from any modern web browser.

Additional Details about CaseFleet

Billing

Although their legal billing feature doesn’t allow firms to take online payments and lacks full accounting capabilities, lawyers can still track billable hours, send invoices and keep track of client payments when they come in.

Built-in CRM

When it comes to s growing a law firm, CaseFleet’s legal CRM (customer relationship manager) feature can help manage incoming leads, set reminders to reach out to potential new clients, and help win over new customers.

Transcript Viewer

CaseFleet offers a transcript viewer that allows lawyers to more easily review, markup, highlight, and annotate deposition transcripts. It automatically generates pin cites of highlights and allows users to attach comments and notes to the highlight.

CaseFleet Highlights

Timeline

CaseFleet’s timeline feature lets firms organize documents, edit, sort by date, time, and fact, attach documents or sources of evidence, and much more. Each case opened lets users add issues, facts, contacts, dates, sources, and citations to better help tease out and analyze trends.

Calendar

Its calendar is another visually remarkable feature where users can view overlapping events, tasks and deadlines. Firms can even compare calendar dates and tasks from different cases side-by-side, which helps prioritize the most important tasks in a busy schedule.

Data and Document Processing

Processed Uploads Add-On Feature

An update to the Processed Uploads add-on automatically checks for common data errors. When an upload project is submitted, CaseFleet analyzes the load file and documents to ensure all necessary information for the import is included.

Pre-Processed Document Imports Add-On

The Processed Uploads tool, available as an add-on feature, allows users to upload collections of documents from computer-generated production sets and map corresponding data from load files, such as Bates numbering, metadata, and tags.

Expanded Details for Recent Cases

The dashboard now displays more details for recent cases, including case status (Open/Closed), document count, creation date, and assigned users.

Settlement Tracker

One unique CaseFleet feature is its settlement tracker, where firms can create and monitor offers and demands. They can also manage trust accounts and create transaction records when a payment is received.

Pricing

Pricing for CaseFleet starts at $30/user/month at the annual rate for its Starter package. (Monthly pricing is 33% more.) This comes with chronology building tools, document review, data visualization, 20 documents per case, and witness and contact organization among other features.

For $75/user/month annually, users can get its Standard package which comes with all the features of the Starter package plus unlimited documents per case and full text searching of documents.
CaseFleet also offers an Enterprise level package, which comes with custom pricing and plans for firms with 20 or more users, or who are interested in more custom features.

Who CaseFleet is for

CaseFleet is a good fit for firms, especially litigators, looking for law practice management software with a powerful timeline tool to keep track of cases. It’s also great for firms who prefer to work with a visually clean and well-designed interface. However, it’s not a good fit for firms wanting full accounting built into their LPMS.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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