# CaseFleet Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CaseFleet Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more.

Source: https://www.capterra.com/p/155618/CaseFleet

---

# 

 CaseFleet Software Review 2026: Features, Integrations, Pros & Cons

Last updated on December 29, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

CaseFleet

## What is CaseFleet?

CaseFleet's cloud-based case management tool helps you construct a detailed chronology of events, review documents and other forms of evidence (including audio and video files), link relevant contacts and issue tags, manage tasks for yourself or your team, and search throughout your entire project — all from one intuitive, easy-to-use interface. With first-in-class support and personalized training sessions available, CaseFleet is dedicated to helping you get the most from your subscription.

## What is CaseFleet used for?

[Legal Case Management](https://www.capterra.com/legal-case-management-software/)[Legal Document Management](https://www.capterra.com/legal-document-management-software/)[Electronic Discovery](https://www.capterra.com/electronic-discovery-software/)

Top alternative

Featured

Overall rating

Based on 39 user reviews

Reviews sentiment

Positive

97%

Neutral

0%

Negative

3%

Starting price

$40

Per User, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CaseFleet

4.7 (39)

VS.

[4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting Price

$40

Per User, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (39)

Ease Of Use

4.6 (2,617)

Value For Money

4.5 (33)

Value For Money

4.5 (2,136)

Customer Service

5.0 (38)

Customer Service

4.7 (1,952)

## CaseFleet alternatives

[4.6 (783)](https://www.capterra.com/p/115613/MyCase/reviews/)

Starting price

$49.00

Per User, Per Month

[4.4 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

Starting price

Contact vendor for pricing

[4.4 (200)](https://www.capterra.com/p/58931/Neos/reviews/)

Starting price

$109.00

Per User, Per Month

[4.7 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

Starting price

$109.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/155618/CaseFleet/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Management

4.9 (12)

100.00% of 12 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Case Management

5.0 (11)

81.82% of 11 reviewers that rated this feature as important or highly important

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Case Notes

4.9 (9)

100.00% of 9 reviewers that rated this feature as important or highly important

Access and track notes regarding case activities and updates within case files

Access Controls/Permissions

4.9 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Document Storage

4.6 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

For Legal Professionals

4.9 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Specifically designed to address the needs of law firms and legal departments

CaseFleet 61 features

Define levels of authorization for access to specific files or systems

Track and document all activities across devices, networks, and other systems

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Highlight content and/or make notations about parts of content

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Receive a notification when a case you are tracking is listed in court or new information about legislation is available

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Access and track notes regarding case activities and updates within case files

Organize and group data or items based on various criteria

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Search and check for conflicts of interest or statutes of limitations

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Assemble data from multiple sources

Import and export data to and from software applications

Ability to handle large datasets

Graphical representation of data

Specify or track the date/time a project, task, etc., is due for completion

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Compare new data with existing records to detect duplicate entries

Finding, identifying and collecting information for legal proceedings

Manage, store and organize emails within the system or via third-party apps

Administration and control of evidence related to investigations/cases

Public or private sharing of digital files such as documents, audio/video, images, and more

Specifically designed to address the needs of law firms and legal departments

Pull information from scanning entire documents

Search for specific words or phrases within a document or database

Compile and organize data into specific metrics

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Identify specific keywords in documents

Retrieval of embedded metadata that is present within a file

Collect and maintain structured information that describes data or content

Manage and support multiple locations

Ability to recognize printed or written text within digital images or scanned documents

Receive data and information in real time

Ability to record, store, update, and retrieve information

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support

Allow users to access multiple services after entering their login credentials once

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Collect and record basic information related to suspects

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track the status and progress of tasks

Extra layer of security that requires not only a password and username but also something specific to that user

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (38)

4.4

Based on 38 reviews

## Pricing

Value for money

4.5 (33)

Free Trial

[View pricing plan details](https://www.capterra.com/p/155618/CaseFleet/pricing/)

Starter

$40.00

Per User,Per Month

It includes:

-   Chronology Building Tools
-   Data Visualizations
-   Document Review
-   DOCX and PDF Report Formats
-   Link Facts to Issues and Evidence
-   Up to 20 Documents Per Case
-   Witness and Contact Organization and Industry-Leading Data Security

Standard

$100.00

Per User,Per Month

It includes:

-   Chronology Building Tools
-   Data Visualizations
-   Document Review
-   DOCX and PDF Report Formats
-   Full Text Search and Industry-Leading Data Security
-   Link Facts to Issues and Evidence
-   Unlimited Documents Per Case
-   Up to 20 Documents Per Case
-   Witness and Contact Organization

Value for money

4.5 (33)

4.5

Based on 33 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (38)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (38)

5.0

Based on 38 reviews

## User reviews

Overall rating

4.7

Based on 39 reviews

Filter by rating

5(31)

4(7)

3(0)

2(0)

1(1)

Mentioned topic

Sorted by most recent

DF

Deanna F.

Paralegal

Law Practice

### "Best program for evidence management."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 24, 2024

They extended my trial period to allow me to share with our Office Administrator and Litigation Staff.

Pros

CaseFleet is easy the best program I have found to manage evidence. It only took 15 minutes to learn to use it, and after only 4 hours I generated a comprehensive fact report and timeline that would have taken many more hours to create manually. Other programs require significant unbillable data entry time, but with CaseFleet I can generate an immediate work product and capture all the time as billable. I love this program!!

Cons

I love all the features, so what I like least is the pricing.

Switched from

[CaseMap+ AI](https://www.capterra.com/p/35995/CaseMap/)

CaseMap is VERY expensive, and very time intensive to enter data, and not all that useful unless you have a person dedicated to entering significant tags and filters with each fact. Also, CaseMap lost all the facts we entered for an entire case and was unable to recover them. Also, learning CaseMap required multiple webinars with the Rep, and we were still confused.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

July 1, 2024

Hello Deanna! Thank you so much for your kind words about Casefleet. I'm glad to hear you're finding our tools useful. Please don't hesitate to reach out to our tam if you have any further questions or need clarification on how anything functions in our app!

LW

Laura W.

Managing Partner

Law Practice

### "Best use of your money for a litigator!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 14, 2024

I'll just add that their customer service is truly fantastic. In addition to everything else, having people willing to respond to you ASAP in response to questions and time sensitive needs (and who are actual humans) means so much.

Pros

CaseFleet makes it so easy to organize files by contact and pertinent claims, get timelines for your case, and prepare for depos, summary judgment, and trial. The various ways to tag and mark documents is crucial, as are all of the variety of report options. As someone who struggles to build systems/figure out non-manual ways to do my job, I absolutely love it. It has all of that built in and has made my work SO MUCH EASIER!

Cons

I'd say its transcription could be better for audio files, but I imagine that AI is still being tweaked and worked on generally speaking. I do wish it were easier to mark and clip audio though.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 15, 2024

Good morning, Laura. Thank you so much for the kind words about CaseFleet. I'm so glad to hear you've had a good experience thus far. Thanks for your feedback on the AI audio transcription - I'll be sure to make a note of that for our product team. Thank you, Meg and the CaseFleet Team

SB

Stephanie B.

RESEARCH AND DEVELOPMENT MANAGER

Financial Services

### "Fantastic"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 10, 2023

I highly recommend CaseFleet. If there is a time when there are 1000s of pages of documentation to review and the goal is to scrape out information that cannot be done by a model. Then this is the tool.

Pros

The application is easy to use.Page markers - know if you reviewed the document page or notThe search function in the document - provides a page number and a snip of information - an easy click to go to the pageReports - compile all highlighted items by fact or issue and zip up all documents accordinglyPick up where you left off - when reviewing documents, a dashboard is shown

Cons

Page markers - an option to only look at "non-reviewed pages" would be niceAn option to add Bates numbers to documents when uploading or anytimeHow to avoid creating duplicate contactsReports to offer percentages by aggeration of a subject (issue/fact)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 12, 2023

Hi Stephanie! Thank you so much for taking the time to share your experience with CaseFleet on Capterra. I'm glad that you found the tool helpful for your case. I appreciate the areas you pointed out that can use improvement and will be sure to share this feedback with our Product Manager. Please do not hesitate to reach out if we can be of further assistance or if you have any future needs from CaseFleet! Meg Hall Customer Success

ML

Mark L.

Consultant

Legal Services

### "Great for complicated cases"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 5, 2023

Loved it. Once having got to grips with how it worked, for me and my assistant, it was exactly what we needed it for.

Pros

It made for easy chronological filing of documents with cross referencing with notes and overlapping legal issues.

Cons

The visual timeline representation graphic was difficult to use if the chronology was incomplete. So it was difficult to see in the graphical representation until the complete time period had been inputted. We inputted 204-16 and 2017-19 and the whole timeline graphic didn’t work so well because it only showed two time periods but the were too small to see significantly in relation to each other.

Reasons for choosing CaseFleet

Customer support was excellent right from the beginning so we knew it would likely work for what we needed it for and it did.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 10, 2023

Hi Mark! Thank you for taking the time to review CaseFleet on Capterra. We appreciate your kind words and are glad you had a good experience working with us. Thank you for your feedback regarding the visual timeline. We are constantly looking to improve CaseFleet, so your feedback about the visual timeline is very helpful. I will be sure to share this with the product manager and hopefully improve the experience around that feature. Please do not hesitate to reach out with any further questions or concerns. Meg Hall Customer Success

JB

Jonah B.

Associate

Law Practice

### "Solid Platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 21, 2023

Soid platform. Would use again for trial and would recommend to others.

Pros

Document sharing and ability to flag issues generally and for specific people's attention. Also, the ability to generate reports is helpful.

Cons

Some of the user interfaces aren't completely intuitive, but once you get accustomed, it works well.

Reasons for choosing CaseFleet

Recommended by co-counsel.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 22, 2023

Hello, Jonah! Thank you for taking the time to review CaseFleet. I'm so glad to hear you found the platform helpful in your case. I appreciate your feedback about the intuitiveness of some pages in our app, and will send you a direct email so we can learn more about how these could be improved. Thank you again, and feel free to reach out to me directly (meg@casefleet.com) with any further questions or concerns. Kind regards, Meg

AH

Amanda H.

Paralegal

Law Practice

### "Great Service!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

August 3, 2023

CaseFleet has been an useful tool to our firm for reviewing and processing discovery. The customer service at CaseFleet has been top-tier and far exceeded expectations.

Pros

The ability to review documents and seamlessly integrate them into timelines and categories, which can be exported in various formats.

Cons

It would be useful if the platform allowed users to rename the source documents, as well as redact and add bates stamps to documents.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 4, 2023

Hi Amanda! Thank you so much for your kind review. We appreciate your feedback and are glad to hear you've had a positive experience with CaseFleet so far. We do have a feature request on our product roadmap for the ability to rename source documents, so I'll make sure your name is added to our log as a requestor. This will help ensure you get notified when there are updates on that front. I'll also email you directly regarding your question about Bates stamping and redaction to discuss current options.

MA

Monica A.

Associate

Law Practice

### "Practical everyday tool for complex cases"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

July 18, 2023

Pros

The timeline feature of CaseFleet is irreplaceable - key to managing large complex litigation without losing track of documents or facts. The ability to search facts by issue or persons involved is has become an essential part of my deposition preparation.

Cons

I wish the document view was a little cleaner when looking at a pin cite, allowing us to more easily navigate through the document.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

July 19, 2023

Hello, Monica. Thank you so much for taking the time to share your CaseFleet experience on Capterra! Thank you for your constructive feedback regarding the document view when looking at a pin cite. I'd like to chat with you a bit further about this to get a better idea of what you're envisioning and will send you an email directly to coordinate. Have a great rest of your week!

BS

Bryan S.

Owner, Lead Trial Counsel

Law Practice

### "Great tool for a complex high volume document case"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

May 8, 2023

very good experience. I use this as an adjunct to my other case management tool, I do not see this as a stand-a-lone case management product.

Pros

Report capability sorts everything that you highlighted on the original

Cons

the Word doc is unmanageable and you have to convert to a PDF

Reasons for choosing CaseFleet

no other product allows the highlighting and reporting

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 15, 2023

Hello Bryan! Thank you for taking the time to review CaseFleet on Capterra. I recall chatting with you about the issue you're experiencing with the report in MS Word, and I'm sorry to hear you're still having problems with this. When you're ready to connect for further troubleshooting, please reach out to our team at support@casefleet.com to schedule a support session via screen share. Kind regards, Meg

MS

Maurice S.

Partner

Law Practice

### "If you want the software you've been looking for, stop here!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 27, 2023

CaseFleet's demo of the features was way better than anything I imagined when I purchased the software, it should be mandatory with each purchase. I'm positive it will make for more loyal clients.

Pros

CaseFleet has made so much about case mangement simple. You can change your workflows, share your case with co-counsel, download recordings, dowload documents, and extrapolate so much information from this software. It's been a long time since I haven't experienced buyer's remorse.

Cons

I would like for it to come with pre-built customizable workflows and the same functionality for issues and facts.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 28, 2023

Hello Maurice, and thank you for your glowing review of CaseFleet! We're so glad to hear that you're finding the platform useful and easy to use. I'll be sure to share your feedback with the rest of the CaseFleet team. Please don't hesitate to reach out with any questions or concerns.

KJ

Kenya Jade P.

Filmmaker - Visual and Editorial Researcher

Entertainment

### "Casefleet for Research on a Documentary Film about a wrongful conviction "

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

March 25, 2023

It was overall very good. Some minor things that could have been better, but overall this product made our legal research much more manageable on a very complicated case. If you'd like to see our film when it comes out this spring please reach out to me at \[sensitive content hidden\]

Pros

The annotation features were extremely helpful in allowing us to tag and organize documents which had multiple headings and many different themes.

Cons

The search functionality across the entire case was not helpful where I needed to search for a particular phrase and it wouldn't isolate more than one word.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 27, 2023

Hello, Kenya Jade! Thank you so much for your kind review. We are glad to hear that CaseFleet was helpful for this impressive project and can't wait to see the film when it's done. Also, just in case you were unaware, the full-text search functionality does provide advanced operators for searching phrases, using wildcards, doing proximity searches and more. This support article goes into more detail on how to create these more specific search queries: https://support.casefleet.com/en/articles/2017248-full-text-case-search Please don't hesitate to reach out with any further questions or feedback! Thanks again for your time as a CaseFleet customer.

[View all Reviews](https://www.capterra.com/p/155618/CaseFleet/reviews/)

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