As the Case Management software landscape continues to grow, it’s refreshing to see newcomers like CaseFleet creating niche versions for specific practice areas. The difference in products that serve a niche practice area is that their development time goes a lot farther. Instead of trying to be the be everything to everyone for everything product, they are able to focus on what they know and do it really well.

I first encountered CaseFleet in Atlanta at the Georgia State Bar Association’s Solo & Small Firm Conference. It was clear they are making a concerted effort to build the best product they can for the lawyer they know and understand. Most of that is due to its creators being a fantastic and adorable husband and wife team, both litigators in different practice areas. Each having seen firsthand how both solos and small firms need a specialized tool built for litigation and trial work, it’s clear they work with well with their small but stellar team of developers.

Inside you’ll find the must have set of features such as contact management, case entry, document storage, a notes and activity feed and IOLTA management tools. I was actually surprised to see IOLTA already in place as most newcomers don’t tackle it until much later in their product life-cycle, which clearly shows that the product was built by attorneys who actually practiced.

During my trial of the product both Jeff the Founder, and the support team reached out to me several times offering up new features and the option for walk-throughs of an account with a fully tracked litigation case so I could see the depth the product had to offer. This team has passion and client love in spades, and they are pushing the envelope of what’s possible in case management software.

Cool features:

Offers and demands flying back and forth? Can’t find the right place to log medical records? Both covered within Settlement and Evidence. Instead of giving the user a generic bank where all litigation case information is muddled together in a not so tasty cocktail of disorganization, CaseFleet gives each a special home, which can then be sorted, filtered and accessed with ease.

Wow moment:

Timelines. For the first time ever see a chronological depiction of your data, clearly presenting the entire story of a case, on a beautiful sliding horizontal scale. Made up of Facts, Evidence, Issues and Contacts the Timeline feature gives litigators an array of specialized data collection points presented in a clear comprehensive story line that can be printed in a variety of reporting formats. Forget custom fields and endless external integrations. View data, make decisions… and as the CaseFleet team says; Win more.

Useful additions:

A client portal to handle the eminent industry wide move to encrypted communications is going to be a must have in this market. It would be cool to see eDiscovery and legal research products integrated into CaseFleet possibly as an à la carte option, and in fact, CaseFleet is in the process of developing their own eDiscovery product that integrates with Timelines, called CaseScope.

Best suited for:

Serious litigators in firms of all sizes, as Timelines is available as a stand-alone product. The full suite of CaseFleet products is best for solos and small firm litigators who want the ease-of-use of a cloud-based practice management system that track every stage of a case. Whether it’s storing a simple pleading for reference later, or tracking the steps of an investigation into pre-trial, settlement or an appeal.


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Chelsey Lambert

Chelsey Lambert

Chelsey Lambert is a Legal Technology Specialist, published Author and CLE Speaker. As a former Practice Management Advisor for the Chicago Bar Association, and Vice President of Marketing for a leading case management provider she has seen our industry from many angles. Today, she works with vendors to bring their products or emerging technologies into the marketplace. And, teaches legal technology courses to lawyers all over the country sharing different ways technology can benefit their law firm. As Founder of Lex Tech Review and Lex Tech Media Group she welcomes the opportunity to chat!