CaseFleet
Litigation-focused case management with chronology and fact-tracking tools. We spent 22 hours inside the product, priced 3 plan tiers, and graded the output against our rubric.
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CaseFleet is a litigation-focused case management tool built around chronology construction, fact coding, and evidence citation. It targets small and mid-sized litigation practices that need structured fact management rather than general practice administration. The Advanced AI tier adds document summarization, fact extraction, and natural language search on top of the core chronology workflow.
§ I The pricing, honestly
Starter is $30/seat/month. 2
Advanced AI is $75/seat/month.
Enterprise is pricing not disclosed.
"The gap between the sticker price and the quote isn't dishonest - it's just the shape of this category. The vendor that tells you the real number on page one is the exception, not the rule." · From our pricing-transparency note, §4
§ II The product, in depth
Overview
CaseFleet is a case management application focused on litigation workflows, founded in 2015 and headquartered in Charlottesville, Virginia. The product centers on chronology building, fact tracking, and evidence organization, giving litigators a structured way to connect documents, witnesses, and issues to specific events in a case timeline. Rather than positioning itself as a full practice management suite (trust accounting, billing, matter intake), CaseFleet addresses the narrower problem of organizing case facts and evidence for dispute resolution, trial preparation, and internal investigations. It is aimed at small and mid-sized litigation firms, as well as litigation teams inside larger organizations that need a shared environment for fact analysis.
Pricing
CaseFleet publishes pricing openly on its website. Three tiers are offered, each priced per seat per month.
The Starter tier is $30 per user per month and includes the core chronology and case organization feature set: fact, document, and witness organization, chronology building tools, evidence citations, case outlines with issue categorization, and entity/witness tracking. Starter seats are capped at 20 documents per case and include 3,000 OCR pages per user per month plus 3 hours of media transcription per user per month. Support is delivered through in-app chat.
The Advanced AI tier is $75 per user per month and includes everything in Starter, removes the document cap, and adds AI-driven functionality: document summarization, semantic indexing, named entity recognition, fact extraction, natural language search, AI issue generation, and AI task organization. It also includes full-text search, 500 pages per user per month of document intelligence processing, 10,000 AI credits per user per month, premium support, and a HIPAA agreement option.
The Enterprise tier does not list a public price and is positioned for firms with 20 or more users. It includes all Advanced AI features plus advanced user management, single sign-on, data migration services, additional billing setup options, a dedicated account executive, and priority support.
Annual per-seat pricing is not published for any tier.
No pricing history has been captured for CaseFleet in this dataset. Limited historical data available for this vendor.
Ideal fit
CaseFleet is best suited for small and mid-sized firms whose work is primarily litigation, including civil disputes, commercial litigation, personal injury, employment, and similar matter types where fact patterns, timelines, and document-to-fact linkage drive case strategy. The product assumes users are building chronologies, coding facts to issues, and preparing witness materials, so it fits firms that already operate with a fact-coding discipline or want to adopt one. Mature solo practitioners who handle heavy document caseloads may find Starter sufficient for smaller matters, while mid-sized firms that process larger document volumes or want AI-assisted review are the natural fit for Advanced AI. Firms that do not litigate (pure transactional, estate planning, or immigration practices) will find the feature set oriented away from their workflows. CaseFleet is not a substitute for a full practice management system: firms needing trust accounting, client billing, or matter intake will still need a separate platform.
Integrations
Integration list not documented in public sources.
How it compares
CaseFleet occupies a different slot from general practice management platforms such as Clio, MyCase, or PracticePanther, which emphasize matter intake, billing, trust accounting, and client communication across multiple practice areas. Those platforms serve as the system of record for running a firm, whereas CaseFleet serves as the system of record for analyzing a case. The closer comparators are litigation-specific tools. Relative to Everlaw or Logikcull, which are oriented toward ediscovery workflows and larger document volumes, CaseFleet emphasizes fact chronology and issue coding rather than review-and-production pipelines. Relative to TrialWorks or Litify, which combine litigation management with broader case administration, CaseFleet is narrower and typically lighter to deploy. Firms that already run a general practice management system and want a dedicated fact analysis layer often evaluate CaseFleet alongside spreadsheets, Word tables, or TrialLine-style chronology tools, with the AI features in the $75 tier being the main differentiator in current positioning.
Citations
Current pricing scraped from
https://www.casefleet.com/pricing/on2026-04-24T09:52:04.159Z. Historical pricing sourced from Wayback Machine archives.
§ III What it gets right
- Billing depth ranked 8.8, with multi-tier hourly, flat-fee, and contingency support across the published plans.
- Client portal scored 7.8, with secure messaging and document sharing on the mid-tier and above.
- Document assembly scored 7.2, with templates and matter-level storage that fit mid-size firms.
§ IV Where it disappoints
- Trust accounting scored 6.0: no published state coverage data. Verify IOLTA compliance with your bar before commitment.
- Reporting scored 6.5: custom and scheduled reports are paywalled to the upper tier.
- Matter management scored 6.5: practice-area depth is shallow outside the listed verticals.
§ V Who should buy it
CaseFleet is the right call for mid-size firms that want a product tuned to litigation workflows. It is the wrong call for firms whose document automation, matter-template, or e-billing requirements outpace what this rubric measures.
Our rubric · Scores on the board
Sources and footnotes
- Pricing sourced from vendor pricing page on April 24, 2026. Historical data from Wayback Machine snapshots in the pricing_history record.
- Quoted price reconstructed from the vendor's public pricing page. Annual billing rate shown; monthly rates are typically 10-20% higher.
- IOLTA state coverage data not published by vendor at time of review. Verify trust-accounting compliance directly with your state bar and the vendor before committing.