CaseFleet release notes www.casefleet.com

We've updated the tasks feature so that you can mark tasks as Not Started, In Progress, or Complete. This makes it much easier to see what's currently on your plate, as well as what your team members are working on.

If you assign a task to a colleague, you'll also get a notification when they start working on it.

We've updated the styles of all of our transactional / notification emails. Be on the lookout for big orange buttons, readable fonts, and clean designs.

Some tasks can't be done in a day and have multiple steps involved. Now, when you want to record your progress and message your colleagues about the status of a task, all you need to do is add a note.

Task notes provide a conversation on each task, and they are integrated with CaseFleet notifications by email and in our notification center.

For more info, check out our support article: https://support.casefleet.com/tasks/task-notes

It's now possible to add a wide range of options for a fact's date. For example, you can now specify that a fact occurred

• on a certain date
• sometime around a certain date
• before a date
• after a date
• from a date to another date (a continuity)
• sometime between two dates
• in a particular order with regard to other facts

These changes give you total control over your chronologies, and they are fully integrated with CaseFleet's reporting features.

It's now possible to create a guest user in your account with just one click. Simply invite a new user and click the "Guest User" option for their access level. Guests users will only be able to see contacts and the data on the cases to which they are assigned.

Here's how it looks:

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.

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.

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.

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.

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.