E-discovery
CaseFleet
CaseFleet is listed here as an e-discovery tool.
Casefleet is case management software for attorneys, paralegals and investigators who need to turn evidence into an organised account of the facts. Its core records are fact chronologies, a timeline maker and case outlines, alongside document review, audio and video review and transcript management. The maker lists practice areas such as employment, criminal, personal injury and workers' comp, and use cases such as early case assessment, cross-examination prep and summary judgment.
What these workflow templates do
Every workflow template below works from an export from an e-discovery tool and changes nothing in it.
Workflows for e-discovery tools
No workflow template names CaseFleet yet. The templates below are not written for CaseFleet by name; each is written for an e-discovery tool.
Case chronology from the matter documents Workflow template
Works from an export from an e-discovery tool.
Can see: document index exported from the review platform. Can change: nothing.
Document production index and summaries Workflow template
Works from an export from an e-discovery tool.
Can see: production export with Bates ranges and document metadata. Can change: nothing.
Privilege log entry check Workflow template
Works from an export from an e-discovery tool.
Can see: designated records and their families with metadata. Can change: nothing.
Teams that run these workflow templates:
How it connects
No public connector for CaseFleet is listed here. On 13 November 2026 we read 3 pages of its maker's own site and found none there; the pages are listed under Technical details.
In the meantime a workflow works from an export: someone at your company downloads a report or a file from CaseFleet and gives it to the workflow.
What setup takes, and who approves it
Connecting a workflow to CaseFleet is agreed when the work is scoped: a person who looks after CaseFleet at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 13 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Where we lookedhttps://www.casefleet.com/
- Where we lookedhttps://support.casefleet.com/en/
- Where we lookedhttp://support.casefleet.com/en/collections/13347979-ai-features