We’re thrilled you're joining us. This onboarding packet is designed to guide you through the initial steps of setting up and using Casefleet, ensuring you can make the most of our comprehensive case management software. Whether you're starting your first case or collaborating with a team, this guide will help you navigate the essential features.
If you have any questions or need assistance along the way, don't hesitate to reach out via our in-app chat, email us at [email protected], or call us at (800) 968-3994. We're here to help!
To begin, we recommend familiarizing yourself with the key concepts and features of Casefleet by exploring the following resources:
Once you log in to Casefleet, you can create your first case from the Dashboard or the “Cases” page in the main menu.
Create a Case:
Navigate to the "Cases" page.
Click on "Create a Case" at the top right of the screen.
Enter the case name and any initial details, then click “Save.”
Setting Up Your Case:
After creating the case, you’ll be redirected to the case homepage where you can start building your case by uploading documents, adding contacts, and defining issues.
For a detailed step-by-step guide, check out our support article on Getting Started: Best Practices for Initial Data Input or our Demo Video.
Casefleet’s document management features have been designed to make it easy to upload, organize, and review your case files.
Uploading Documents:
Note: Utilize Bulk Uploads if you have large sets of native files or a computer-generated production. To request the Bulk Uploads feature to be enabled on your account, contact our Customer Success team via the in-app chat or by emailing [email protected].
Reviewing Documents:
Once you've uploaded a document, click the 'Launch Reviewer' button next to it to open it in the Document Reviewer.
