Jason Shinn has 20 years of experience as an employment litigator. Today, the majority of his time is spent in litigation, consulting, and advising — particularly on non-compete trade secret disputes, commercial litigation, contract disputes, and employment discrimination. 

“Most of the things that we need to do, we can do remotely with Casefleet,” Jason explained. In this case study, learn firsthand how leading litigators like Jason leverage Casefleet to enable their teams to build winning cases. 

Case management software that saves on costs 

From the very beginning of his career working in a large law firm, Jason had access to various case management systems. “Having recognized how essential a program like that could be, I was always on the lookout for the ‘Goldilocks’ product in terms of something perfect,” he said. 

Since ​a lot of Jason’s clients are small to medium-sized businesses, he didn’t want to go with expensive software for case management, as this would have put the cost back on his clients. Jason said Casefleet provided a lot of cost savings to his clients and was a time-saver for his team, which quickly made it “the backbone of our deposition preparation.”

When they are first contacted by a client that a lawsuit is likely forthcoming, Jason said he and his team hit the ground running by opening up a new case file in Casefleet right away.

“It might be a day before we hear from our client after that initial call, or it may not be for a couple of weeks. Either way, we’re able to get that essential information into Casefleet on the fly,” he explained. 

Using Casefleet for the ‘gotcha’ moments in depositions 

As Jason and his team use Casefleet “all the time” in depositions, they’re not scrambling to prepare “because we've already got that information and timeline built in Casefleet,” Jason explained. Where Casefleet shines is for the ‘gotcha’ moments as Jason called them,

“I've used it to set up a witness, and the witness will say ‘x’ and then I’ll have that information readily available to cut and chip away at what the witness has said, or show the improbability of what the witness is saying,” Jason explained. 

Even without those ‘gotcha’ moments, Casefleet is essential for streamlining the work needed to prepare for depositions. “The timeline feature is beneficial across the board,” Jason said. “Whether it's through tagging or issue searching or just tying it to a particular witness, we can generate the deposition outline quickly.”

How Casefleet is different than other e-discovery platforms

Jason said that when he’s utilized other e-discovery platforms, other case management technology fall short in its ability to actually incorporate the factual data. “Casefleet is at the other end of the spectrum,” Jason explained. “Casefleet is able to capture that data upon intake, and then I can work to incorporate it into my fact chronology.”

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