Flagship review · Litigation

CaseFleet Review (2026): Every Fact Tied to Its Source

CaseFleet turns a pile of case documents into a fact chronology where every fact links back to its source, with an AI assistant to draft facts for your approval. Starter is effectively a demo at 20 documents per case; Advanced AI is the real plan, and its credits reset monthly.

By The AI Tools For Law team

How we research: Researched from vendor documentation, pricing pages and contract terms.

  • 6 min read
  • 12 chapters

Last updated Prices and details checked How we reviewEditorial independence

Verdict at a glance

Recommended for

Litigators, solo or on small teams, who build fact chronologies, timelines, and witness maps from document-heavy cases.

Bottom line

Advanced AI is $140/user/mo (annual billing saves 22%). Use the 14-day trial on a real case, set excess AI usage deliberately, and check card charges monthly since disputes close after 60 days.

A focused, well-priced fact-management tool for litigators who live in chronologies and witness maps. Budget Advanced AI, decide your overage setting on day one, and remember the 30-day download window if you ever leave.

Not for

Firms wanting practice management or billing, and anyone hoping to run document-heavy cases on Starter.

Pricing from

Starter $30/user/month; Advanced AI $140/user/month (casefleet.com/pricing, vendor claims checked 2026-10-15)

Pros

  • Fact chronologies with every fact linked to its source (casefleet.com)
  • AI-proposed facts you approve, document summaries, and the Casey assistant on Advanced (casefleet.com/pricing)
  • Published per-user prices; 22% off annual (casefleet.com/pricing)
  • Says it won't train AI on your data without explicit consent (casefleet.com/legal/terms-of-service)

Cons

  • Starter limited to 20 documents per case, no full-text search or AI (casefleet.com/pricing)
  • AI credits don't roll over; overage non-refundable (casefleet.com/legal/terms-of-service)
  • Data deleted 30 days after cancellation (casefleet.com/legal/terms-of-service)
  • Billing disputes must be raised within 60 days (casefleet.com/legal/terms-of-service)

CaseFleet directory listing → · Vendor site ↗

Quick answer

Bottom line: CaseFleet is for litigators, solo or on small teams, who build fact chronologies and witness maps from document-heavy cases. Starter is $30 and Advanced AI is $140 per user per month, with 22% off annual billing (vendor claims checked October 15, 2026). The 14-day trial needs no card but is limited to 10 documents per case. The trap: all charges are non-refundable, AI credits don't roll over, overage is uncapped if you leave excess usage on, billing disputes close after 60 days, and after you cancel you have 30 days to download your data before it's deleted.

You upload case documents, build a chronology where every fact links to its source, and organize witnesses, issues, and timelines. Advanced AI ($140 per user per month) adds document summaries, entity extraction, AI-proposed facts you approve, and the Casey assistant, with 100,000 AI credits per user per month. Starter ($30) caps you at 20 documents per case with no full-text search or AI, so treat it as an entry tier.

In this review (15)
  1. At a glance
  2. What does CaseFleet actually do?
  3. Which CaseFleet plan do you need?
  4. How do CaseFleet's AI credits work?
  5. What are CaseFleet's terms?
  6. How hard is CaseFleet to set up?
  7. What do users say about CaseFleet?
  8. Pros and cons
  9. How does CaseFleet compare with Clearbrief, EvenUp, and Smokeball?
  10. Who should use CaseFleet?
  11. FAQ
  12. Is any of this sponsored?
  13. Sources (all accessed 2026-10-15)
  14. Alternatives
  15. How we reviewed

We built this review from CaseFleet's pricing page and terms of service. Prices are vendor claims checked October 15, 2026. Confirm with CaseFleet before you buy.

Disclosure: CaseFleet hasn't paid for this review, and none of the links in it are paid placements. Nothing here is legal advice.

What does CaseFleet actually do?#

Case building, on every plan:

  • Fact chronologies with each fact linked to the document and page it came from.
  • A timeline maker for visual chronologies.
  • Case outlines and issue tagging.
  • Entity and witness organization.
  • Full-text search with OCR (text recognition on scanned documents), from Advanced up.

AI, on Advanced:

  • Document summaries and entity extraction.
  • Bulk AI tagging and renaming of documents.
  • Proposed Facts: the AI drafts facts from your documents and you approve or reject each one.
  • Casey, an assistant you can chat with about the case, run multi-step tasks, and search in plain English.

Higher tiers offer a HIPAA agreement (a business associate agreement covering medical records), which matters for cases with medical records. Confirm with CaseFleet which plan includes it.

CaseFleet by the published numbers

Which CaseFleet plan do you need?#

CaseFleet plans

FeatureStarterAdvanced AIEnterprise
Price$30$140custom (20+ users)
Documents per case20unlimitedunlimited
Source-linked chronologies, timelines, outlinesYesYesYes
Full-text search with OCRNoYesYes
AI summaries, extraction, Proposed Facts, CaseyNoYesYes
AI creditsnone100,000/user/monthcustom
SSO, data migration, advanced user management, priority supportNoNoYes

Lighter rows are the same for every product; the rest are where they differ.

Source: casefleet.com/pricingCaseFleet pricing page, checked 2026-10-15. Per user per month; annual billing saves 22%. Daily upload limits apply on all plans; bulk uploads are an add-on.

What this means for you: Twenty documents is a small deposition and a handful of exhibits. Most litigation files will exceed it quickly, so budget for Advanced AI. Enterprise is for teams of 20 or more that want single sign-on and migration help.

The free trial runs 14 days with no card but is limited to 10 documents per case. Pick a slice of a real case that shows off what you need: a deposition, key correspondence, and a few exhibits.

How do CaseFleet's AI credits work?#

  • Credits are allocated per billed user per calendar month and don't roll over.
  • Different tasks use different amounts.
  • If excess usage is turned on, overage is billed at pricing-page rates; confirm the current overage rate with CaseFleet. If it's off, AI stops for the rest of the month when credits run out.
  • All credit charges, including overage, are non-refundable.
  • Accounts on older billing must move to usage-based billing to get AI.

What are CaseFleet's terms?#

  • Auto-renewal: monthly plans renew monthly, annual plans yearly. You can deactivate in the app anytime; only the primary owner can delete a team account.
  • No refunds on any amounts.
  • Price increases come with 30 days' notice.
  • Billing disputes must be raised within 60 days.
  • After cancellation, your data is downloadable for 30 days, then deleted.
  • AI training: CaseFleet says it won't use your data to train its AI without your explicit consent. It may use anonymized, aggregated interaction data to improve the platform, and data may pass through third-party processors.

How hard is CaseFleet to set up?#

Low. Upload documents, start tagging, and build facts. Mind the daily upload limits on large productions; bulk uploads are a paid add-on. Enterprise includes data migration.

What do users say about CaseFleet?#

Users generally praise CaseFleet's ease of use, timeline building, evidence linking and responsive support, and describe it as a quick way to drop in documents and pull out key facts. Some long-time users reported a steep price increase when plans were restructured in the past, so expect pricing to change over time. Build a 10-document chronology in the trial and see whether the source links save you the time you hoped.

Pros and cons#

Pros

  • Source-linked chronologies and timelines.
  • AI-proposed facts with human approval.
  • Published, modest pricing.
  • No AI training on your data without consent, per its terms.

Cons

  • Starter's 20-document cap.
  • Credits reset monthly; overage non-refundable.
  • 30-day download window after cancelling.
  • 60-day limit on billing disputes.

How does CaseFleet compare with Clearbrief, EvenUp, and Smokeball?#

Clearbrief works inside Word to link the facts in your brief to the record; CaseFleet builds the chronology those facts come from, and the two pair well. EvenUp drafts personal injury demands from medical records. Smokeball is full practice management. CaseFleet is purely case analysis, priced like a tool rather than a platform.

Who should use CaseFleet?#

FAQ#

How much does CaseFleet cost?#

Starter $30 and Advanced AI $140 per user per month; Enterprise is custom for 20+ users. Annual billing saves 22% (pricing page, checked October 15, 2026).

Is there a free trial?#

Yes, 14 days with no card, limited to 10 documents per case.

Do CaseFleet AI credits roll over?#

No. They reset each calendar month, and overage charges are non-refundable.

What happens to my data if I cancel?#

You can download it for 30 days, then it's deleted.

Is any of this sponsored?#

No. If that changes, the listing will be labeled Sponsored.

Sources (all accessed 2026-10-15)#

AI Tools For Law is not a law firm and doesn't provide legal advice. Using this site doesn't create an attorney-client relationship.

Alternatives to CaseFleet#

How we reviewed

Researched from vendor documentation, pricing pages and user sentiment. Prices and details were last checked on . Sources are cited inline next to each claim and listed in the Sources section above.

How we review · Editorial independence and disclosure · Corrections: hello@aitoolsforlaw.ai