It's now possible to have unique contact roles for each case. They were previously only editable at the firm level, which meant that each case had the same roles. No more! This upgrade will cause the firm-wide roles to be copied to each new case, but from there they can be edited freely.
Contact roles now editable at the case level
New facts interface and app improvements
We released a major upgrade to the way you edit and create facts in CaseFleet. This upgrade streamlines the overall app interface, creating room for the things you need to see, and opening up new possibilities for collaboration.
The highlight of this release is our new fact form, which gives you more control than ever before over the ways that each fact is linked to evidence, contacts, and legal issues.
Filter facts by their related sources' tags
You can now filter facts with an additional criteria: the tags that are applied to each facts' source evidence. For example, say that you have many sources of evidence, but only some of those sources count as admissible evidence. You can add a tag called "Admissible" to those sources, and with this new feature, you can filter to see all facts proved by admissible evidence.
New interface for structuring claims and issues
We've added a key feature to CaseFleet: the ability to group each cases issues so that the legal structure of the case is mirrored in CaseFleet. Many cases involve multiple claims, and each claim can have several legal issues or elements. To make this sort of organization possible, we've made it easy to create claims and to organize issues within them. The interface even includes drag and drop so that you can drag an issue from one claim to another, reorder the claims, and reorder the issues within the claims.
Best of all, this feature ties into our powerful Facts by Issues report so that you can essentially draft a statement of facts in CaseFleet.
More readable dropdown menus
We added stronger colors in our dropdown so that you can see exactly which item you are about to choose. The past version was a wee bit too subtle and could be hard to see on certain monitors.
Improved interface for linking to existing facts
When you find additional proof for a fact that's already in your chronology, you'll want to link that proof to the existing fact, rather than creating a new, duplicate fact. Now when you link to an existing fact, you'll have our powerful search engine to help you find what you need.
Upload up to 50 documents at a time!
You can now drag and drop up to 50 documents at a time in CaseFleet. This makes it much faster to add documents from your computer to CaseFleet. Happy uploading!
Improved scroll to top widget
We removed the "Scroll to Top" link and replaced it with a compact little button to ensure you're always able to read the top fact easily.
FULL TEXT SEARCH 🔍
CaseFleet now offers full text search of case documents, included in our new Standard Plan tier. Upload all of your case documents (including native files) and use search to find key keywords and key evidence. You can enter a simple query to get started, or use powerful terms and connectors for more precise searches.
Statute of Limitations for Leads
Now you can record the statute of limitations for new leads. To help you prioritize the leads that need quick action, the date you enter here can be used to sort. When you convert a lead to a case, the date you enter will be copied over to the case.
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