Month-to-month. Cancel anytime. No onboarding fees.
inTrialManage
Case ManagementLead IntakeClient TextingAI DraftingMedical ChronologyE-SignDocument StorageDocument SharingCalendar SyncE-FaxTeam ChatReputation ManagementCase ManagementLead IntakeClient TextingAI DraftingMedical ChronologyE-SignDocument StorageDocument SharingCalendar SyncE-FaxTeam ChatReputation Management

Your firm, with a teammate that never logs off.

Every tool your firm needs in one place, with agentic AI built into every case, record, and workflow.

  • $0 onboarding
  • Month-to-month
  • Cancel anytime
www.intrial.com
inTrialManage
Search…

Good afternoon, Alex.

Tuesday, May 5 · Georgia Auto Law

Ask anything across your firm's cases, or have the agent take action for you.

Ask about your cases, draft a task, or request an update…|

Scope: All cases
to send

Agents

· Multi-step analyses across your firm

Client Watch flag any frustrated or unhappy clients

Stale Case Watch surface dormant or stuck cases

Settlement Agent record settlement, sync distribution, move phase

Damages Snapshot specials, balance due, demand readiness

Next Steps 2–4 concrete recommended actions

Client Update Draft short, reassuring message ready to send

Trusted by law firms across the country

  • Roden Law
  • Brooks Law Partners
  • Premier Law Group
  • Law Office of Kenneth E. Berger
  • Stogner Trial Lawyer
  • Gordon & Elias
  • Koshkaryan Law Group

Not another AI tool.
Your firm’s entire tech stack.

Case management, lead intake, client texting, e-sign, document storage, medical chronologies, e-fax, calendar sync, team chat, reputation. Every tool you use to run your firm, built into one platform. AI is built in across it.

inTrial AI Agents
Settlement Agent
Client Watch
Demand Drafter
Stale Case Watch
Custom Agents
inTrialManage·The operating system for your firm
Case Management
Lead Intake
Client Texting
AI Drafting
Medical Chronology
E-Sign
Document Storage
Document Sharing
Calendar Sync
E-Fax
Team Chat
Reputation Mgmt.

Vertically integrated
case management.

Every case file is a complete workspace (meds, liens, depositions, distribution, AI drafts, e-sign), all natively part of one record. No syncing. No plugins. No integrations to wire up.

inTrialManage
Search...
Mark Wade

John Smith

Standard MVACivil Action #: 2024-CV-0198Incident: Jan 13, 2026SOL: Jan 13, 2028DOB: Mar 25, 1992 (age 34)(404) 555-0118
john.smith@gmail.comAdd plaintiffs
Supervising Attorney: Alex Kirby •Paralegal: Nicole Travis
Treating
Mark WadeWrite a note or add a task...
FeedNotes9Open Tasks2Completed Tasks241Emails
Search notes, tasks, and comments...
Today

New fax received and matched to this case.

LoR_Request_Smith.pdf
3 pages · LoR Request · From State Farm
AI matched
State Farm Insurance · (404) 555-0142 · 9 min ago

Reminder: “Dispositive Motions Deadline” is due today

inTrial Automation · 9:10 AM · Due May 15, 2026Overdue

Medical chronology updated

12 visits added$18,420 in billsICD-10: S13.4XXAICD-10: M54.2ICD-10: M99.01
inTrial AI · 2 hours ago · From ER_Records_Memorial.pdf
Yesterday

New text from John Smith.

Just got out of PT, going better this week. Doc wants me back for an MRI follow-up next Monday. Should I forward the bill?
ReplyDraft reply with AI
Texting · John Smith · 4:42 PM
Mark Wade

@Nicole Travis, please get PR and set up claims.

Mark Wade · 12:12 PM · Due May 14, 2026

Deep, not broad

30+ specialized tabs per case.

Each one a real workflow: chronology builder, lien negotiation, distribution calculator, demand drafting. Not just a text field.

Built for PI from day one

Phase automations. SOL tracking. Auto task creation.

Medical chronologies, settlement math, demand templates: by design, not as add-ons. Built by plaintiff lawyers.

The AI lives inside

Every record is something the AI can read and act on.

Drafts pull from the case. Chat answers from the file. The chronology builds itself as records land.

See it in action

It doesn’t just answer. It acts.

Example workflows. Pick one and watch inTrial AI run it.

www.intrial.com
inTrialManage
Search…

Good afternoon, Alex.

Tuesday, May 5 · Georgia Auto Law

Ask anything across your firm's cases, or have the agent take action for you.

Ask about your cases, draft a task, or request an update…|

Scope: All cases
to send

Agents

· Multi-step analyses across your firm

Client Watch flag any frustrated or unhappy clients

Stale Case Watch surface dormant or stuck cases

Settlement Agent record settlement, sync distribution, move phase

Damages Snapshot specials, balance due, demand readiness

Next Steps 2–4 concrete recommended actions

Client Update Draft short, reassuring message ready to send

More capabilities

If you can describe it, it can do it.

inTrial AI runs across every workflow at your firm. A few more things lawyers are doing with it today.

04 / Bulk records

Bulk-route medical records without lifting a finger.

"Drop a folder of records into inTrial AI."

It reads each one, matches them to the right case, files them under medical bills and records, and flags any unmatched files, offering to open a new case for them.

inTrialManage

Records.zip · 47 files

Routing to matched cases…

MRI_Henderson_03-15.pdfJames Henderson
PT_notes_Patel_apr.pdfAisha Patel
Hospital_bill_Ruiz.pdfCarlos Ruiz
ER_Acme_intake.pdfNo matching case
44 routed3 flagged for review

05 / Reports on demand

Run reports that don't exist yet.

"Show me the activity by paralegal this week and who has the most outstanding tasks."

inTrial AI builds the report on demand. Activity by user. Outstanding tasks by paralegal. Overdue ratios. Concerns flagged. No dashboard to configure. Just ask.

inTrialManage

Activity Summary

Week of Apr 27 – May 4, 2026

Live
ParalegalOpenDoneOverdue
Sarah Patel47312
Leo Leitner62189
Dianne Helms28420
Priya Desai35263
James Rivera51226
Concern: Leo & James trending toward overdue ratios above 12%.

06 / Stale cases

Find the cases that went quiet.

"Which cases have gone quiet?"

inTrial AI lists the cases with no recent movement, drafts a follow-up to the adjuster, and prepares a check-in text to the client, staged for your approval.

inTrialManage

Stale case

Henderson · no movement in 14 days

What I found

  • · Adjuster Tim Reynolds hasn’t replied since Apr 28.
  • · Client hasn’t been updated in 11 days.
  • · Demand deadline is 9 days away.

Staged for your approval

Follow-up email to Tim Reynolds (Geico)

Following up on our last conversation regarding settlement…

Check-in text to client

Hi James, quick update on your case. We’re actively…

Ready to send
Built on the best AI

Your current AI gets you the answer.
You still do the admin work.

Great output, same old workflow. Until now.

// without inTrialYou become the courier
Some other AI tool
I’m dropping in 23 medical records from the Henderson case. Build me a chronology, flag any gaps, and tell me what’s missing.

Here’s the chronology you asked for:

JAMES HENDERSON · MEDICAL CHRONOLOGY

03/15/2025  Emergency Dept, Piedmont Hospital
            Chief complaint: rear-end collision, neck/back pain
            CT cervical spine: no acute fracture
            Discharged with cyclobenzaprine, ibuprofen

03/22/2025  Primary Care, Dr. Chen
            Persistent neck pain, restricted ROM
            Referred to orthopedics + PT

04/02/2025  Orthopedic Consult, Dr. Patel
            C5-C6 disc herniation suspected
            MRI ordered…

Now you have more work to do

different app · different login

+8 steps
  • You download the chronology01
  • You open your case management system02
  • You find the Henderson case03
  • You upload each PDF to the medicals tab04
  • You update each provider's visit count05
  • You paste the chronology into the case file06
  • You flag the missing records07
  • You create the task for your paralegal08

The chronology is great. Filing it is the actual work.

// with inTrialIt lands where the work lives
JH

James Henderson

Case No. 2026-CV-04821 · Auto Accident

Treating
inTrial AI · in this caseconnected
I’m dropping in 23 medical records from this case. Build a chronology, flag any gaps, and tell me what’s missing.

Built from the case file. Read all 23 records, organized by provider, cross-referenced with the billing tab and PT schedule.

Done automatically

  • Records filed to case drive

    23 PDFs · organized by provider · 5 providers

  • Chronology saved to case file

    James Henderson · Medical Summary

  • Medicals tab updated

    $47,200 total billed · 3 providers active

  • 2 gaps flagged for review

    Missing PT notes (3/29–4/12) · MRI report not received

  • Paralegal tasked to review gaps

    Assigned to Sarah P · chase missing records · due Friday

Would you like me to go ahead and draft the final demand?

The chronology lands where the records live. That’s the whole point.

03 / Architecture

Why nobody else can do this.

Other AI tools see something. None of them see your firm.

inTrial Manage’s AI can search and read across your cases on request, and act in the case file itself.

Generalist AI

ChatGPT, Claude, Gemini.

Brilliant, but lives outside your firm. Sees the internet, and any other context you have to manually give it.

Case management software

Storage-first.

Holds your data. The AI never moved in. You still leave the system to think.

Single-purpose legal AI

Demand drafters. Intake bots.

Built for one task. Can't see the other rooms in the building.

inTrial AI

Sees the whole firm.

One AI, searching and reading across the cases in your firm on request, and able to act in the case file itself.

ReadsWritesActs

What’s inside

The AI is built into the operating system you already needed.

No more juggling 10–12 different tools and logins. Intake, case management, texting, faxes, and everything in between, all included.

01 / Capability

From lead to case in seconds.
Not hours.

Leads arrive from web forms, calls, and ads. Your team qualifies them with smart intake questions. One click sends the retainer for e-sign. When the client signs, the case is created automatically, with every detail transferred and a team assigned.

  • Leads auto-captured from web forms, calls, and ad platforms
  • Custom qualification questions per case type
  • One-click retainer sending with built-in e-sign
  • Case auto-created when retainer is signed, zero data re-entry
  • Send a signing reminder with one click
  • Full pipeline dashboard with conversion analytics
Lead In
Qualify
E-Sign
Signed
Case Created
Team Assigned
New Lead
MG

Maria Gonzalez

(404) 555-0187

Auto AccidentGoogle Ads2 min ago

Intake Questions

Police on scene?Yes
At-fault party?Other driver
Taken by ambulance?Yes
Went to ER?Yes, Piedmont Hospital
Severity●●●●○ 4/5
High Value

Strong Case

Rear-end collision · Not at fault · ER visit

Liability
Rear-end collision
Injuries
ER visit reported
Treatment
Ongoing treatment
Insurance
Other party insured
Qualified
Standard PI Retainer
Signature field
Send for E-Sign

Retainer Signed

Signed by Maria Gonzalez

March 14, 2026 at 2:34 PM

View DocumentCertificate
Case Auto-Created

Gonzalez v. Acme Transport

Auto Accident: I-85 rear-end collision

Incident: Jan 15, 2026SOL: Jan 15, 2028

All intake data, documents, and contact info transferred automatically.

Case Team Assigned

SM

Sarah Mitchell

Lead Attorney

JR

James Rodriguez

Paralegal

KL

Karen Lee

Case Manager

Workflows and task templates activate automatically.

02 / Capability

DRIVER LICENSE
License photo
Johnson v. State FarmPre-Litigation
Auto Accident Jan 15, 2026 (555) 234-5678
Attorney: Michael KimParalegal: Jessica Rodriguez

Activity

YouWrite a note or add a task...
FeedNotesTasksEmails
Jessica RodriguezJessica RodriguezParalegal2h ago

Task: Request updated medical records from Dr. Chen's office

Due Mar 18Assigned to Jessica R.
Michael KimMichael KimAttorney4h ago

Got the updated policy limits from State Farm: $100k/$300k. We should adjust our demand strategy. @Jessica can you pull the latest medical billing summary?

2 replies
AutomationYesterday

Statute of limitations reminder created: deadline Sep 14, 2026. Task assigned to Michael K.

One case page.
Everything your team needs.

Once a case is created, everything happens here. Notes, tasks, files, medical records, communications, AI tools. Your entire team works from a single page. No switching apps. No lost context.

The activity feed is your team's command center. Notes, tasks, comments, and automated updates, all threaded and searchable. @mention a colleague to loop them in. Tasks get due dates, assignments, and checklists.

03 / Capability

No Dropbox. No Google Drive.
Your files live where your cases live.

Every document your firm touches (templates, case records, medical files, demand drafts) lives in one searchable, organized system. Share files securely with experts and adjusters without ever leaving the platform.

  • Firm-wide drive for templates, policies, and shared resources
  • Dedicated drive per case with auto-organized folder structure
  • Share files securely. Recipients verify via email before accessing
  • Track every view and download. Know exactly who accessed what.
  • Search documents across every case drive with the AI agent
Search all firm documents...
Fee Agreements12 files
Demand Templates8 files
Firm Policies5 files
Training Materials23 files
Recent Files
Standard Fee Agreement.docx245 KB
Auto Accident Demand.docx380 KB
Firm Logo.png1.2 MB
Johnson v. Metro TransitMedical Records
Piedmont_ER_Visit.pdfNEWMar 2
Ortho_Consult_Report.pdfNEWFeb 28
MRI_Lumbar_Spine.pdfFeb 15
PT_Progress_Notes.pdfFeb 10
Ambulance_Report.pdfJan 18
Dr. James ChenActive
Expert Witness
12 files, 2 folders|2 hours ago
8 views3 downloads
State Farm, Adj. WilliamsActive
Insurance Adjuster
5 files, 1 folder|1 day ago
14 views5 downloads
Atty. Sarah ParkPending
Co-Counsel
28 files, 4 folders|Not accessed yet
Recipients verify via email OTP before accessing files. Every view and download is tracked.

04 / Capability

Share files in one click.
No Dropbox needed.

Select folders or files from the case drive, pick a contact, and share. They get a secure link. No downloads, no re-uploads, no third-party tools.

  • Select files or folders directly from the case drive to share
  • Recipients get a secure link, no Dropbox or third-party tools needed
  • Email verification ensures only the intended recipient can access files
  • Auto-notify contacts when new files are added to shared folders
  • Full audit trail of who accessed what and when
GZ

Gonzalez v. State Farm

Case No. 2026-CV-04821

Select files to share

GonzalezMedical Records

Imaging

3 files

ER_Visit_Report.pdf

2.4 MB

MRI_Results.pdf

8.1 MB

PT_Notes.pdf

1.2 MB
JW
Dr. James WilsonOrthopedic Expert

Recipient's inbox

05 / Capability

10:23 AM
MG

Maria Gonzalez

Gonzalez v. Acme Transport

Hi, this is Maria. Do I need to bring anything to my appointment tomorrow?

10:23 AM
Type a message...

Text your clients.
From inside their case.

Two-way SMS built into every case. Send appointment reminders, document requests, and status updates using templates with auto-filled case data. Schedule messages in advance. Every text is automatically logged to the case.

  • Two-way texting with clients from inside the case
  • Message templates with merge fields (name, dates, firm details)
  • Schedule messages for the perfect send time
  • Every message auto-logged to the case activity feed
  • Team inbox so anyone on the case can see the thread
  • Compliance-friendly opt-in/opt-out management

06 / Capability

Your team, in sync.
No more Slack. No more email chains.

Built-in team chat keeps your entire firm connected. Create channels for cases, departments, or topics. Direct message anyone on your team. Everything stays inside the platform where the work happens.

  • Create channels for any case, department, or topic
  • Direct messages between any team members
  • Share files, case links, and @mention colleagues
  • Unread badges and notifications keep everyone in the loop
  • No extra app or subscription. It’s built in
general6 members
SC
Sarah C.10:14 AM

Just got off the phone with opposing counsel on the Gonzalez case. They’re open to mediation

Message #general

07 / Capability

Built-in Fax + AI

Faxes come in. AI sorts them. You click “Run All.”

Every inbound fax is instantly analyzed by AI, identified by type, matched to the right case, and queued with one-click automations.

  • AI identifies fax type: LoR requests, medical records, subrogation notices, and more
  • Auto-matches faxes to the correct case in your system
  • One-click actions: save to case drive, create tasks, update liens, add notes
  • Run all suggested actions at once, or pick and choose
Fax Inbox0 new
State Farm Insurance(404) 555-0142
LoR_Request_Johnson.pdf3 pg
Analyze
Piedmont Hospital(770) 555-0218
MedRecords_Williams.pdf47 pg
Analyze
Blue Cross Blue Shield(678) 555-0331
Subrogation_Garcia.pdf5 pg
Analyze
No new faxes
Waiting for faxes...

08 / Capability

Ask your cases anything.

Not a chatbot. An agent that reads, writes, and acts on your data. Because everything lives in one platform, AI can actually see all of it.

  • Query your entire caseload in natural language
  • Draft documents grounded in real case data
  • Answers pull from files, records, and communications
  • Works across every case, not just one at a time
AI Agent

09 / Capability

Upload a CMO.
Every deadline hits every calendar.

Drop in a Case Management Order and AI extracts every date. One click syncs them to Google Calendar and Outlook for your entire team.

  • AI reads any CMO format: scanned PDFs, Word docs, or typed orders
  • Every deadline, hearing, and conference extracted automatically
  • One-click sync to Google Calendar and Outlook for your entire team
  • Automatic deadline reminders so nothing falls through the cracks
  • Works with scheduling orders, trial orders, and standing orders
GZ

Gonzalez v. State Farm

Case No. 2026-CV-04821

CMO_Gonzalez_v_StateFarm.pdf

2.4 MB

Extracted Events

Expert Discovery Deadline

Jun 15, 2026

Mediation

Aug 22, 2026

Pre-Trial Conference

Oct 5, 2026

Trial Date

Nov 16, 2026

 
Google CalendarSynced
Jun15
Expert Discovery
Aug22
Mediation
Oct5
Pre-Trial Conf.
Nov16
Trial Date

10 / Capability

Drop in records. Get a chronology.
Every bill totaled by provider.

Drag and drop medical records and bills. AI extracts every visit, procedure, and charge into a medical chronology and totals bills by provider.

  • Works with any medical record format: PDFs, scans, faxes
  • Every visit, procedure, and diagnosis extracted automatically
  • Bills totaled by provider with running case total
  • Timeline view shows the full treatment history at a glance
  • Export to Word for demand letter attachments
GZ

Gonzalez v. State Farm

Case No. 2026-CV-04821

Medical Records

Drop medical records here

Jan 15, 2026

Emergency Medicine

Memorial Hospital

Patient presented with acute lower back pain and left leg radiculopathy following rear-end collision.

$8,450.00

Feb 3, 2026

Radiology

Advanced Imaging

L4-L5 disc herniation with moderate left foraminal stenosis.

$2,800.00
 

11 / Capability

Your case data becomes a demand letter. Automatically.

Because your case data, medical records, and templates all live in one platform, AI can pull everything together into a demand letter, using your firm's tone, your structure, your templates.

  • AI pulls from medical records, billing data, and case details
  • Uses your firm's templates, tone, and formatting
  • Medical specials and billing totals pulled into the demand
  • Edit, approve, and send, all without leaving the case page
  • Drafts land in AI Drafts on the case for your review
Johnson v. ParkTreatment
ClientMaria Johnson
Case TypeAuto Accident (PI)
Date of LossSeptember 12, 2025
StatusTreatment

Medical Specials

$47,200

Policy Limits

$100,000

SOL Deadline

Sep 12, 2027

Case Drive
Medical Records
Billing
Correspondence
Insurance
Photos
Pleadings
Demand LetterDrafting...

CHEN & ASSOCIATES, PLLC

Attorneys at Law

March 15, 2026

 

State Farm Insurance

Claims Department

 

RE: Maria Johnson, Claim #SF-2025-44891

Date of Loss: September 12, 2025

Insured: David Park

Dear Claims Adjuster:

 

This office represents Maria Johnson for injuries sustained in the rear-end collision on I-85 on September 12, 2025. Liability is clear: your insured struck Ms. Johnson's vehicle from behind while she was stopped at a red light.

INJURIES & TREATMENT

Ms. Johnson sustained cervical disc herniation (C5-C6), lumbar sprain, and bilateral shoulder contusion. She underwent 14 weeks of physical therapy and received two epidural steroid injections.

Emergency Room$8,450
MRI (cervical + lumbar)$4,200
Physical Therapy (42 visits)$18,900
Epidural Injections (x2)$12,600
Orthopedic Follow-up$3,050
TOTAL MEDICAL$47,200

Based on the severity of injuries, $47,200 in medical specials, lost wages of $8,400, and significant pain and suffering, we hereby demand the policy limits of:

$100,000.00

12 / Capability

Generate any document.
Case data fills it in for you.

Stop opening Word templates, manually editing fields, saving, and emailing. Upload your firm's templates, click generate, and every field populates from the case: insurance, defendants, damages, providers, all of it. Then send it with one click.

  • Upload your firm's existing templates, AI maps every field
  • One click populates every field from case data automatically
  • Insurance, defendants, providers, dates, all accurate, all instant
  • Output as PDF or DOCX, your choice per document
  • Generated docs save directly to the case drive
  • Fax or email the finished document immediately

Generate Documents

Generate documents from templates using this case's data

Search templates...

Medical Authorization (1)

Medical Authorization

Standard HIPAA authorization form

12 fields mapped
PDFDOCX

Lien (1)

Lien Letter

Provider lien notification

9 fields mapped
PDFDOCX

Letter of Representation (2)

Letter of Representation

Notice to insurance carrier

14 fields mapped
PDFDOCX

Spoliation Letter

Evidence preservation demand

8 fields mapped
PDFDOCX
Medical_Authorization_Johnson.pdf
Patient Name:
Date of Birth:
Date of Incident:
Insurance Carrier:
Claim Number:
Treating Provider:
Firm Name:
Saved to Case Drive → Generated Documents

13 / Capability

E-sign built into every case. No DocuSign. No extra steps.

Send documents for signature directly from the case drive. Drag and drop signature fields, and client details are pre-filled from the case: name, email, phone. One click to send.

  • Send any document for signature right from the case drive
  • Drag and drop signature, initials, and date fields onto the PDF
  • Client name, email, and phone pre-filled from case data
  • Real-time status tracking: pending, viewed, signed
  • Completed documents automatically saved back to the case drive
  • SMS signing option for clients who prefer texting
E-Sign
Case Drive
Retainer Agreement.pdf4 pg
Medical Authorization.pdf2 pg
Settlement Release.pdf3 pg
Send for E-Sign
Retainer Agreement.pdf
Page 1 of 2
Signature
Date
Recipient
Maria Johnson
maria.johnson@email.com
(555) 234-5678
Sent for signatureMaria Johnson will receive an email and SMS with a signing linkExpires in 14 days
Select a document to sign

14 / Capability

Settlements made easy.
The math does itself.

Medical bills, liens, and case expenses are already tracked in the case file. The distribution calculator pulls them in automatically. Enter the settlement amount and see the net to client instantly. Then generate a settlement statement with one click.

  • Medical bills, liens, and expenses auto-populate from the case
  • Negotiate reductions right in the calculator, per provider or lien
  • Attorney fee calculates by percentage or flat amount
  • Co-counsel fee splits with automatic calculations
  • Net to client updates in real time as you adjust
  • One-click settlement statement generation, ready to sign
DistributionJohnson v. State Farm
Distribution Calculator
Settlement Amount
$0.00
+ MedPay
$0.00
− Attorney Fee
%
$0.00
− Medical Bills (3)$21,557.50
− Liens (1)$10,409.00
− Expenses (3)$910.00
Total to Client$0.00
Medical Bills$21,557.50
ProviderOriginalReductionFinal
Dr. Elena Martinez$12,400.0020%$9,920.00
City Physical Therapy$8,750.0015%$7,437.50
Advanced Imaging LLC$4,200.000%$4,200.00
Liens$10,409.00
Lien HolderOriginalReductionFinal
Blue Cross Blue Shield$14,870.0030%$10,409.00
Case Expenses$910.00
TitleDateAmount
Medical RecordsFeb 3, 2026$285.00
Filing FeeMar 12, 2026$450.00
Process ServerMar 15, 2026$175.00
Settlement_Statement_Johnson.pdfGenerated

CHEN & ASSOCIATES, PLLC

Attorneys at Law

SETTLEMENT STATEMENT

Client:Maria Johnson
Case:Johnson v. State Farm
Gross Settlement$175,000.00
MedPay$5,000.00
Less: Attorney Fee (33.33%)($58,327.50)
Less: Medical Bills (3)($21,557.50)
Dr. Elena Martinez$9,920.00
City Physical Therapy$7,437.50
Advanced Imaging LLC$4,200.00
Less: Liens (1)($10,409.00)
Less: Case Expenses (3)($910.00)
Net to Client$88,796.00
Client Signature
Date

15 / Capability

Change the phase.
Everything else happens automatically.

Build automations that fire when case phases change. Create tasks for your team and text your clients, with attachments, without lifting a finger.

  • Trigger workflows when a case moves to a new phase
  • Send a text, with attachments, to the client
  • Create tasks for your team when a phase changes
  • Build custom workflows with no code required

Phase Change Automation

Gonzalez v. State Farm

Case Phase
Intake
Discovery
Pre-Trial
Settlement
Closed
Automation triggered4 tasks queued

Send pre-trial checklist to client

Text with attachment to Maria Johnson

Create task: Review discovery responses

Assigned to Sarah Chen

Create task: Prepare pre-trial memo

Assigned to Sarah Chen

Create task: Confirm pre-trial conference

Due Oct 5, 2026

All 4 tasks completedin 2.4 seconds

16 / Capability

Reputation
4.7
Overall Rating
47Total Reviews
94%Response Rate
2Pending

Your reputation, managed.
From review to reply.

Google reviews sync into one dashboard. New reviews get AI-drafted replies in your firm's tone, and you can reply to Google right from inTrial Manage. Track ratings and review growth across every location.

  • AI drafts professional replies in your firm's voice
  • Dashboard tracks ratings, reviews, and trends
  • Google Business Profile integration with multi-location support
  • Reply to Google reviews without leaving the app

By the numbers

0+

Specialized tabs on every case file

0

Platform for intake, cases, texting, and e-sign

$0

Onboarding fees. Always.

Onboarding shouldn’t cost $15,000.

You shouldn't need consultants or contractors just to switch case management software. We handle migration in-house. No extra cost.

The Old Way

  • "Migration is handled separately."
  • Hire a certified migration partner
  • $10k to $25k onboarding invoice
  • Weeks of data cleanup before you touch a case
  • Contractors who have never run a PI file
  • Annual contract required before day one

The inTrial Manage Way

  • In-house migration team. No middlemen.
  • $0 onboarding fees. Not discounted. Free.
  • Cases, contacts, drive files, and notes migrated
  • Structured correctly for plaintiff firms from the start
  • Month-to-month. Cancel anytime.

If we want your business, we earn it.

No consultants. No migration partners. No surprise invoices.

Enterprise-grade security

Role-based permissions
Audit trail
Encrypted data
Automatic database backups

The last tool your firm will ever need.

Stop paying for six tools that don't talk to each other. Cases, files, faxes, communications, AI, and settlements, all in one platform, all connected.

Coming soon.

No contracts. No onboarding fees.

Built by plaintiff lawyers, for plaintiff lawyers.