CaseFleet release notes
CaseFleet release notes

Improved Task List Reporting 📝




The CaseFleet team just released an update enabling you to export your team's task list in both printout and spreadsheet formats. The reports were also tweaked to ensure due dates and times reflect the users' local timezone, rather than as UTC.

To view your task list in a printable format, click the printer icon at the top-right of the Tasks tab. For a spreadsheet version of your task list, choose the "Download CSV" option:

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For more information on Tasks in CaseFleet, click here.

Simplified Password Creation 🔑




CaseFleet has streamlined our password requirements to make creating or resetting your account password as simple as possible! To improve the experience, you can now toggle visibility of the password field as you type.

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For more information about password management and best practices, click here.

Bulk Uploads (Add-On)




Instead of individually dragging and dropping the files into your case, add the documents collectively using CaseFleet's new bulk uploads tool! 🗂

Easily add large collections of zipped documents (.zip) or email archives (.pst or .mbox) to your case in a manner that's easier and more reliable than using drag-and-drop or individual file selection. image.png Sources uploaded in bulk can be explored via a "Folder View", which allows you to navigate by drilling down through the different folders included in the upload set.

Click here for a support article with more information. To request the feature be enabled on your account, have your administrator email

Improved Possessive Search Handling 🔎




We recently released an improvement to ensure possessive versions of nouns are recognized by our full-text search tool! For example, searching for the term "patient" will now include hits for both "patient" and "patient's" in the matching results.

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For more information on CaseFleet's full-text search features, click here.

Improved Document Processing




The CaseFleet team has been hard at work upgrading our document processing tools! 🤩 The specific changes were all on the back-end, so your day-to-day experience in the application won't likely change. Rest assured though, these improvements will help us process uploaded documents more quickly and reliably.

Saved Views for User Management




Filters, columns and saved views are now available on the Users page in Account Settings! 🎉

Administrators can now select what info you want visible about your users on this page, and filter the users list by various fields, such as Permissions, Active Status, Email and more. Don't forget to save your view for a quick "snapshot" of users matching certain criteria.

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Click here to learn more about customizing your users list.

Fact Date Entry Improvements




CaseFleet just released an improvement making date entry requirements simpler and more consistent! You can now use either two or four digits to designate the year when entering dates. For instance, 5/3/18 will automatically adjust to 05/03/2018 once entered.


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.