Everlaw vs CaseFleet

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Our analysts compared Everlaw vs CaseFleet based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Everlaw is a cloud-based platform for law firms, corporations and government agencies to facilitate their litigation and investigation processes. Intuitive and easy to use, it enables legal stakeholders to communicate and collaborate securely in real-time and create narratives as a team. It streamlines the entire e-discovery process with self-service rapid uploading, granular searching, efficient post-reviewing and production offerings.

Elucidate hidden insights using its interactive visualization and clustering modules and make accurate evidence-based case predictions using machine learning algorithms. Businesses can leverage its secure API, customized project templates and administration access control to personalize it for their unique needs.
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CaseFleet is an end-to-end case management software designed to help lawyers organize legal matters and case chronologies. Automatically create transcripts of any speech, connect claims to issues and review legal documents, audio and video. Provides a 360-degree view of cases with built-in visual timelines and chronological mapping tools. Administrators can assign tasks to multiple people, track current activities and set up email and popup notifications for important events and touchpoints. Sort cases and activities based on context, contacts, legal matter and more.

Run preconfigured reports on the firm’s productivity and efficiency metrics. Secure user accounts and safeguard client and firm data with best practice frameworks, password hashing, data anonymity, two-factor authentication, single sign-on, account-based permissions and session tracking.
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$250 Monthly
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$30/User, Monthly
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Product Assistance

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24/7 Live Support
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24/7 Live Support

Product Insights

  • Easy to Use: Non-tech-savvy people can adopt the platform quickly thanks to intuitive UI and UX. 
  • Streamlined Document Management: Keep track of all documents and ensure availability using Bates numbering and document binders. Stack, tag and organize files according to the firm’s requirements. 
  • Quick and Simple Search: Along with filtering, labeling and tagging, save previous searches on search cards for fast and accurate results. Pull up documents based on codes, tags and labels. 
  • Rich Knowledge Base: Easily navigate the platform using training videos and tutorials. 
  • Scale With Custom Searches and Narratives: Adapt to different circumstances by building custom searches and narratives. Create compelling and versatile storyboards for deposition using AI-enabled visualization options. 
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  • Enhanced Organization: CaseFleet allows legal professionals to organize case details, documents, and timelines in a centralized location, reducing the risk of misplaced information.
  • Improved Collaboration: The platform facilitates seamless collaboration among team members by providing shared access to case files and real-time updates.
  • Time Efficiency: Automated task management and deadline tracking help legal teams stay on top of their workload, minimizing the time spent on administrative tasks.
  • Accurate Case Analysis: CaseFleet's fact and issue management tools enable precise tracking of case details, ensuring thorough and accurate case analysis.
  • Enhanced Client Communication: By keeping all case information organized and accessible, legal professionals can provide clients with timely and accurate updates.
  • Risk Mitigation: The software's comprehensive documentation and tracking features help identify potential risks and ensure compliance with legal standards.
  • Cost Savings: By streamlining case management processes, CaseFleet reduces the need for manual labor, leading to significant cost savings for legal firms.
  • Data Security: CaseFleet employs robust security measures to protect sensitive legal information, ensuring client confidentiality and data integrity.
  • Customizable Workflows: The platform allows users to tailor workflows to their specific needs, enhancing efficiency and adaptability in case management.
  • Insightful Reporting: CaseFleet provides detailed reports and analytics, offering valuable insights into case progress and performance metrics.
  • Seamless Integration: The software integrates with other legal tools and platforms, creating a cohesive ecosystem for managing all aspects of legal work.
  • Enhanced Accountability: By tracking tasks and deadlines, CaseFleet ensures that team members are accountable for their responsibilities, leading to improved performance.
  • Scalability: The platform is designed to grow with your practice, accommodating increasing case loads and expanding team sizes without compromising efficiency.
  • Client Satisfaction: Efficient case management and timely communication contribute to higher client satisfaction and retention rates.
  • Streamlined Discovery Process: CaseFleet's document management features simplify the discovery process, making it easier to locate and review relevant documents.
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  • Uploads: Upload data with simple drag-and-drop capabilities from both native and third-party sources like Dropbox, Google Drive, OneDrive, Google Vault and more. Review all documentation securely under one platform with dedicated support for various file types like spreadsheets, Slack messages, calendar invitations, Microsoft Teams data, videos, Encase archives and more. 
  • Search Optimization: Build extensive search queries for contacts, matters and documentation with stackable metadata, content and work-product filters to get smarter, faster and more accurate results. Automatically zero in on email communications and side conversations between specific people with the Smart Terms portal. 
  • Case Reviews: Streamline the review process of legal matters and documentation with an organized and controlled approach. Set viewership parameters and coding rules with dedicated review portals. 
    • Translation Services: Improve firm versatility with the foreign language translation extension capable of translating over 109 languages. Automate translation of legal matters without the integration of third-party tools or services. 
    • Redactions: Search legal documentation and automatically redact words, phrases, entire pages and patterns such as personally identifiable information (PII). State the redaction reason with customizable stamps and save time otherwise spent on the manual identification and redaction of documents. 
    • Transcription Services: Dig deeper into audio and video documentation with automatically generated transcription synchronized during playback. Manually search the transcripts or attach notes to timestamps for future reference. 
    • Coding Rules: Implement auto or conditional coding of documents that are contextually related to each other, such as duplicates or attachments. Increase review consistency, eliminate errors and speed up the process with coded legal documents. 
    • Review Assignments: Assign reviews to different members across a team through the review assignment portal. Track review progress, highlight particular review criteria and automatically assign dynamic reviews that update based on changes in data. 
  • Production Management: Automatically produce, save and back up an unlimited amount of legal documentation. Eliminate errors and streamline legal processes with customizable self-service protocol options and easy clawbacks. Share and export productions with secure, auditable sharing extensions. 
  • Advanced Analytics: Get detailed insights on legal matters, firm health and business processes with advanced analytics and reporting modules. Data visualization of standard and statistical data uncovers hidden information and predicts client requirements. 
    • Email Threading: Perform email reviews in threads without running additional scripts. The analytics portal eliminates duplicate emails, displays contextual information along with a matter, identifies inclusive emails and spots missing emails in complicated conversation threads. 
    • Data Visualization: Get a comprehensive 360-degree view of documents with interactive data visualizations. Explore document dates, metadata, contents, formats, review activity and more with customizable visualizations and metrics. 
    • Clustering: Automatically identify conceptually and contextually similar documents and combine them into large datasets with the clustering tool. Combine and study similar documents without any training, prior case knowledge or third-party resources like dictionaries and ontologies. 
  • Predictive Coding: Machine learning identifies the most important legal documents and case matters based on custom ratings, codes and attributes. Improve the predictive model by feeding weighted terms and important case matters to create a defensible model against which to test run arguments before trial. 
  • Storybuilding: The Storybuilder suite provides a complete, end-to-end set of post-review tools to manage litigations and investigations. Automatically organize the most important documents that reinforce the team’s case narrative in one environment without exporting and importing documents into other portals. 
    • Case Collaboration: Encourage team members to collaborate in real time under a single architecture already integrated with all case-related documents. Use the storybuilder extension to prepare coordinated case strategies, share review protocols, draft internal briefs and memos and more. 
    • Deposition Management: Coordinate with team members to prepare and execute completely digital depositions. Discuss ongoing depositions with team members in real time via a live chat tool. 
    • Deposition Transcripts and Testimony: Automatically create deposition transcripts and review, annotate, link to them all under one roof. Mark specific transcripts as key testimonies. 
  • Security: Ensure the security of staff, clients and legal matters. Secure data sharing, communication and document access from external and internal vulnerabilities. 
    • Communication Security: Maintain collaboration continuity among team members with the in-platform messaging tool. Protect all client and staff communication from security leaks. 
    • Sharing Security: Protect sensitive information by creating and sharing assignments, binders of documents, folders and more, with permission-based access. Share legal documentation only with case-related contacts. 
    • Permissions and User Groups: Assign groups with permission-based access to features and tools like codes, assignment groups and Storybuilder objects. Securely manage group permissions and monitor all activity logged in the system for suspicious behavior. 
    • Multi-Factor Authentication and Sign-On: Enforce multi-factor authentication for all staff on a database to prevent unauthorized access. Additionally, administrators can remove username and password-based access by enabling login through existing directory services like GSuite, Active Directory and LDAP. 
    • Location Whitelisting: Whitelist remote working environments based on IP address or country. Automatically deny access to the firm database when members ping location from unrecognized IP addresses. 
  • Matter Management: Create an unlimited number of projects from customizable templates and rename, suspend and delete them whenever required. Clone general settings, duplicate administrative tools, transfer work and find information across projects with correlated document sets. Analyze projects billable to anticipate monthly expenses. 
  • API Management: Build new applications or use integrated organization and project management tools. Securely connect applications to firm data using API keys and automate dashboard and report generation. 
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  • Fact Chronologies: Go over all case-related facts, witnesses, evidence and issues with a fine comb. Organize facts by contacts, issues, sources, date and time. Search for specific facts and connect them to corresponding contacts, issues and documentary proof. Use the Highlights tool to analyze and create new facts from existing information. Edit facts inline and specify date and time of their occurrence. 
  • Visual Timelines: Arrange case-related facts in a visual timeline. Configure the timeline view with filter, scale slider and saved views. The scale slider can adjust the width of the timeline or expand on specific parts. Export or import the timeline in PDF or editable SVG format. 
  • Text Search: Leverage optical character recognition (OCR) to perform a keyword-based full-text search of legal documents. Use the reviewer to create facts directly from matching page results. 
  • Case Outlines: Connect legal claims with corresponding issues to build consolidated case outlines. Create and maintain a library of claim templates, along with sets of relevant issues. 
  • Document Review: Prep legal documents for review by highlighting text and adding annotations and bookmarks. Create facts and add them to the timeline directly from the reviewer. Automatically connect facts to the section of the document that acts as evidence. 
  • Audio and Video Review: Accept a wide range of media formats as evidence. Automatically create transcripts of speech in audio and video files. Highlight any section of the transcript to create a clip from the corresponding media file. 
  • Deposition and Transcript Management: Highlight sections of the deposition transcript to create annotations and facts automatically. Identify page and line numbers of highlighted sections to create Bluebook-correct citations. 
  • Reporting: Run preconfigured reports to generate tangible work products, such as statements of fact, deposition outlines and opening statements. The “Facts by Issues” report provides a ready-made statement of material facts for cross-examination. For every report generated, lawyers can request a zip file containing the list of referenced documents. 
  • Task Management: Track personal and group tasks from the same module. Assign tasks to multiple members across different teams. Review all active tasks and set up email and pop-up reminders for important events. 
  • Security Engineering: The entire infrastructure is hosted on Amazon Web Services. Implement best practice application frameworks, such as XSS protection, CSRF protection, audit logging, rate limiting and more. Anonymize data via UUID generation, scan for viruses and malware and hash all passwords before storage. 
    • Network and Storage Security: All data is encrypted in transit and at rest. Secure incoming and outgoing connections via TLS. 
    • Operational Security: Test and review all code. Create backups regularly and store them for extended periods. 
    • Account Security: Ensure account integrity with two-factor authentication, single sign-on, permission-based access and session tracking. 
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Product Ranking

#17

among all
Legal Software

#71

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Everlaw
CaseFleet
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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 0 62 82 69 75 44 71 0 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 275 reviews
Excellent User Sentiment 41 reviews
93%
of users recommend this product

Everlaw has a 'excellent' User Satisfaction Rating of 93% when considering 275 user reviews from 3 recognized software review sites.

91%
of users recommend this product

CaseFleet has a 'excellent' User Satisfaction Rating of 91% when considering 41 user reviews from 3 recognized software review sites.

4.6 (211)
4.5 (2)
4.85 (40)
4.59 (22)
4.8 (24)
n/a
n/a
4.5 (17)

Awards

Everlaw stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

CaseFleet stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Data Visualization: Storyboard and dashboard provide robust data visualization capabilities, according to 79% of users reviewing this feature.
Data Management: According to 83% of users, data management is one of the platform’s strongest suits — bolstered by binders, Bates numbering, filtering and tagging capabilities.
Functionality: 88% of users who mentioned this aspect said the system offers best-in-class functionalities for document review, disposition, production, time tracking and early case assessment (ECA).
Ease of Use: Regarding this element, 92% of users said that the platform is user-friendly and easy to navigate.
Training: 78% of users talking about training resources found the product training and knowledge base satisfactory.
Service and Support: 92% of users who reviewed this aspect were content with support responses and service costs.
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Intuitive Interface: Legal professionals appreciate the platform's user-friendly design, finding it easy to navigate and manage their cases efficiently.
Robust Document Management: Users praise CaseFleet's capabilities for organizing, storing, and retrieving legal documents, streamlining their workflow and reducing the risk of misplacing crucial information.
Effective Collaboration: The platform facilitates seamless collaboration among legal teams, allowing them to share case files, notes, and tasks, fostering teamwork and enhancing productivity.
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A study of user sentiments did not reveal any major cons.
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Limited Customization: Some users have expressed frustration with the inflexibility of CaseFleet's templates and the limited ability to customize the platform to their specific workflow needs.
Learning Curve: A few users have mentioned that CaseFleet has a steep learning curve, especially for those who are not tech-savvy or familiar with legal case management software.
Occasional Performance Issues: While generally considered reliable, some users have reported occasional slow loading times or glitches, particularly when dealing with large case files.
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Everlaw provides excellent data management capabilities as part of a legal practice management solution. It’s particularly beneficial to businesses that prioritize eDiscovery and production in their day-to-day services, such as firms dealing with personal injury and mass tort. The platform offers versatile core functions, such as time tracking, ECA and document review, making it suitable for both eDiscovery and case management. It has some of the best visualization tools, including storyboards, binders and custom tags and labels. Overall, the solution is a promising acquisition for firms that deal with a ton of data on a daily basis.

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Is CaseFleet the "case closed" solution for your legal practice? User reviews from the past year suggest that CaseFleet is a powerful tool for attorneys, particularly those in small firms or solo practices. Users praise its intuitive interface and robust features, particularly the chronology tool, which links evidence directly to case facts, and the comprehensive document management system. This allows for efficient organization and retrieval of information, a crucial aspect of legal work. Some users find CaseFleet's search functionality superior to competitors like MyCase and PracticePanther, highlighting its ability to quickly locate specific information within large volumes of documents. However, CaseFleet is not without its drawbacks. Some users have expressed frustration with occasional glitches and the learning curve associated with its advanced features. Others desire more integrations with other software, such as billing and accounting platforms. Despite these criticisms, the majority of users find CaseFleet to be a valuable asset, enabling them to streamline their workflows, improve accuracy, and ultimately, better serve their clients. CaseFleet seems best suited for legal professionals who prioritize organization, efficiency, and in-depth case analysis, particularly those who handle complex litigation or have extensive document-heavy cases.

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