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.
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.
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 for CaseFleet starts at $30/user/month at the annual rate for its Starter package. (Monthly pricing is 25% 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.
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.