CaseFleet release notes
CaseFleet release notes

Filter Sources by Beginning Bates




We've just added a new filter option for narrowing your Sources list by the beginning bates number assigned to the document! Quickly narrow your entire sources list to a subset of documents matching your specifications based on your citation format settings for the document record.

Click here to learn more.

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Search Results Navigator





The CaseFleet team just released some exciting upgrades to our in-document search tool! 🙌 Now it's even easier to find exactly what you're looking for, and navigate through search results more efficiently.

In addition to keeping results visible while viewing a document, we've added a results count and keyboard shortcuts to streamline your workflow.

Click here for more details.

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Note: Full-text search is only available on both Standard and Enterprise plans.

Using Bookmarks in the Document Reviewer





CaseFleet's newest feature gives you the ability to bookmark locations in a source so you can quickly jump to specific sections within the document and navigate through hundreds or thousands of pages more efficiently. Also, when a bookmarked PDF file is uploaded, CaseFleet automatically clones any existing bookmarks for use within the document reviewer!

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For more information on the new bookmarking tool, click here.

Source Upload for Citations on Edit Fact Screen





CaseFleet just made it easier to upload a new source document to your case while creating citations from the Facts tab! Now, when you click the "+ New Citation" button when creating or editing a fact on the Facts tab, you will have the option to upload a new file to the case as a Source.

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Note: If a duplicate document is uploaded which already exists as a source in the case, the existing source document will be used.

For more information, click here.

Citations List Sidebar





You can now view/edit all fact citations created for a given document directly in the reviewer window - including full-page citations. Toggle CaseFleet's new Citations sidebar to display a list of all facts cited to the document being reviewed. Using the sidebar, you can quickly navigate and edit all facts linked to a document without having to return to the main Facts tab.

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For more details, click here.

Review Multiple Documents Simultaneously





CaseFleet just released an upgrade for our document reviewer! Easily open additional documents in separate reviewer windows by holding down the CTRL/CMD key while clicking the "Launch Reviewer" button.

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For more information about CaseFleet's document review tool, click here.

Contact Cards on the Facts Tab





CaseFleet just released a new feature that displays additional information for contacts linked to a fact - right from the Facts tab! 🤩 Simply hover over the blue text indicating a linked contact, and a contact card will pop up showing you more details.

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Click here to learn more.

Quick Filters for Linked Contacts and Sources





We're excited to announce a new feature that allows you to easily filter your CaseFleet chronology directly from the Contacts and Sources tabs! 🎉 You'll now see a "View X related facts" link beneath any contact or source that has been linked to a fact. Simply click the link to automatically filter your chronology by the relevant contact or source record.

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For more information, click here.

Click 'Currently Viewing' to Refocus Reviewer Window





Big into multi-tasking? Us too! That's why we just released an update that will bring an open document reviewer window back into focus by clicking "Currently Viewing" in your Sources list. Check out the GIF below to see it in action. 😎

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Un-archive Duplicate Sources upon Upload





We just added a new feature allowing you to quickly un-archive documents flagged as duplicates during upload. If you have previously archived a source and attempt to upload the same document again, it is flagged as a duplicate with the option to quickly un-archive the original, so it appears in your Sources list.

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For more information about archiving sources, click here.