Case Management

Every case detail, one platform. From intake to settlement.

PI cases generate thousands of data points — medical records, insurance policies, defendant information, treatment timelines, lien amounts, expert reports. Most firms scatter this across Filevine, spreadsheets, Outlook folders, and legal pads. inTrial puts every detail on a single case page with 16 specialized tabs, so your team always knows exactly where to look.

Included in your subscription. Standalone tools charge $100–200/user/month for standalone case management.
GV
Garcia v. Metro Transit Authority
Auto Accident — Rear End Collision
Pre-Litigation
Case Summary
Client was rear-ended at a red light on I-95 by a Metro Transit Authority bus on 01/15/2026. Client sustained cervical strain, lumbar disc herniation (L4-L5), and right shoulder rotator cuff tear. Currently treating with Dr. Chen at Metro Spine & Orthopedics.
Accident Date
January 15, 2026
Case Value Estimate
$185,000 — $275,000
SOL Countdown
297 days
Expires Nov 14, 2027
Assigned Team
SM
Sarah Mitchell
Attorney
JR
Jake Rivera
Paralegal
LT
Lisa Tran
Legal Asst
Quick Info
Medicals$42,800
Expenses$3,200
Liens$18,500

16

Specialized tabs per case

100%

Of case data in one place

50%

Less time on admin work

One case, every detail

Each case page is a command center. See the plaintiff info, accident details, case value estimate, assigned team, and key financials at a glance. The sidebar keeps critical information visible while you work through any tab — no clicking back and forth to remember basic case facts.

  • At-a-glance case summary with all key facts
  • Sidebar with SOL countdown, team, and financials always visible
  • Custom fields for practice-area-specific data
  • Quick-edit any field without navigating away
WV
Williams v. ABC Trucking
Truck Accident — Highway Collision
Plaintiff
Marcus Williams
Accident Date
09/08/2025
SOL Deadline
09/08/2027
Stage
Discovery
Attorney
Robert Kim
Paralegal
Amy Chen
Case Type
18-Wheeler
Jurisdiction
Harris County, TX

Tabs for every workflow

Sixteen purpose-built tabs cover every aspect of a PI case — from medical providers and treatment timelines to defendants, insurance policies, liens, experts, discovery, and settlement negotiations. Each tab is designed specifically for that workflow, not a generic form you have to customize.

  • Medical tab: providers, visits, treatment timeline, record requests
  • Defendants tab: parties, insurance, coverage limits, adjuster contacts
  • Expenses tab: case costs with receipt tracking and reimbursement
  • Documents tab: organized file drive with folders, search, and previews
+11 more
Medical Providers
Metro Spine & Orthopedics
Dr. Richard Chen — Orthopedic
Treating
Peak Physical Therapy
Dr. Laura Mendez — Physical Therapy
Treating
City General Hospital
ER Department — Emergency
Discharged

Team visibility

Know who is working on what, across every case. Assign attorneys, paralegals, and legal assistants to cases with clear role labels. See recent activity from every team member, so you never duplicate work or wonder what happened while you were out.

  • Role-based assignments: attorney, paralegal, legal assistant, and custom roles
  • Activity feed showing every action taken on the case
  • Team workload view to balance assignments across the firm
  • Notification preferences so team members stay informed without being overwhelmed
Team & Activity
SM
Sarah MitchellLead Attorney
Updated demand letter
2h ago
JR
Jake RiveraParalegal
Requested medical records from Peak PT
4h ago
LT
Lisa TranLegal Assistant
Uploaded police report
1d ago
RK
Robert KimManaging Partner
Reviewed case valuation
2d ago

Deadline intelligence

Missing a statute of limitations is malpractice. Missing a discovery deadline is sanctionable. inTrial tracks every critical date across your caseload and escalates alerts as deadlines approach. The firm-wide deadline calendar gives managing partners a single view of everything coming due.

  • Automatic SOL calculation based on accident date and jurisdiction
  • Escalating alerts at 180, 90, 30, and 7 days before SOL expiration
  • Discovery deadlines, hearing dates, and mediation sessions tracked per case
  • Firm-wide deadline calendar with color-coded urgency
Deadline Intelligence
Statute of Limitations
297 days remaining
Expires November 14, 2027 — Garcia v. Metro Transit
Upcoming Deadlines
Mar 28
Discovery responses due
Williams v. ABC Trucking
Apr 02
Deposition of Dr. Chen
Garcia v. Metro Transit
Apr 10
Mediation session
Thompson v. Rideshare Co.
Apr 15
IME appointment
Patel v. City of Austin
May 01
Trial date
Foster v. National Insurance
2 overdue tasksacross your active cases

Everything you get

All included in your inTrial Manage subscription. No add-ons. No per-use fees.

  • Complete case timeline from accident through resolution
  • Defendant and insurance tracking with coverage limits and adjuster contacts
  • Medical provider management with treatment history and record requests
  • Built-in statute of limitations tracking with escalating alerts
  • Custom case stages that match your firm's workflow
  • Case value tracking with demand history and settlement offers
  • Lien tracking and reduction calculations
  • Expert witness management with report tracking
  • Discovery management with deadline tracking
  • Full audit trail of every case action for compliance
  • Bulk case actions for efficient portfolio management
  • Client communication log with text, email, and call history

Key capabilities

16 Specialized Tabs

Every aspect of a PI case has its own purpose-built tab — medical, defendants, insurance, liens, experts, discovery, documents, expenses, demands, settlement, and more.

SOL Tracking

Automatic statute of limitations calculation with escalating alerts. Never risk malpractice from a missed deadline again.

Medical Management

Track every provider, every visit, every record request. See treatment timelines and total medical specials at a glance.

Insurance & Defendants

Manage multiple defendants, their insurance carriers, coverage limits, policy numbers, and adjuster contacts in one place.

Case Activity Feed

Every action on a case is logged — document uploads, status changes, notes, communications. Full audit trail for the life of the case.

Settlement Tracking

Track demands sent, offers received, and negotiation history. Model settlement distributions with fee calculations and lien deductions.

Frequently asked questions

Is inTrial only for personal injury firms?
Yes. inTrial Manage is purpose-built for plaintiff personal injury law firms. Every feature — from case stages and medical provider tracking to demand letter generation and settlement distributions — is designed specifically for the PI workflow. This laser focus means less configuration and a far more intuitive experience compared to general-purpose legal software that tries to serve every practice area.
How does inTrial track statute of limitations?
inTrial automatically calculates SOL deadlines based on the accident date and jurisdiction rules you configure. You get escalating alerts at 180, 90, 30, 7, and 1 day before expiration — delivered via in-app notifications, email, and calendar events. The firm-wide deadline dashboard gives managing partners visibility into every upcoming SOL across the entire caseload.
Can I migrate cases from Filevine, CASEpeer, or SmartAdvocate?
Yes. Our migration team handles the entire process. We import your cases, contacts, documents, notes, and key dates from any major legal software platform. Most firms are fully migrated and live within a week. Your team can continue working in your old system during migration — we handle the cutover with zero downtime.
How many users can access a case?
There is no limit. Every team member in your firm can access any case based on their role permissions. Attorneys, paralegals, legal assistants, and support staff each have configurable access levels. You can also restrict sensitive cases to specific team members if needed.
Does inTrial work for multi-practice PI firms?
Absolutely. Whether your firm handles auto accidents, trucking accidents, premises liability, medical malpractice, product liability, or workers' compensation, each practice area can have its own case stages, task templates, and workflows. The platform adapts to your firm's specific mix of case types.

Ready to see it in action?

Book a guided demo and we'll walk your firm through it. No contracts.

$199/user/month. All features included. Cancel anytime.