Generate any document from case data. One click.
PI firms generate the same documents hundreds of times a year — medical authorizations, letters of protection, demand letters, client correspondence. Each one requires copying case details from one screen to another, double-checking for errors, and formatting it properly. inTrial's Document Generator pulls case data directly into your templates and produces a finished, branded PDF in one click. Zero copy-paste. Zero errors.
I, {{client_name}}, hereby authorize any physician, hospital, or medical provider to release all medical records related to injuries sustained on {{accident_date}} to my attorneys at {{firm_name}}.
Case: {{case_name}}
Claim #: {{claim_number}}
1 click
Document generation
100%
Accurate merge fields
0
Copy-paste errors
Create a template once with merge fields like {{client_name}} and {{accident_date}}. When you generate a document, inTrial automatically pulls the correct data from the case — client info, insurance details, provider names, attorney assignments — and fills every field. No typing, no copying, no mistakes.
Upload your firm's letterhead, set your formatting preferences, and build templates that match your brand exactly. The template editor lets you insert merge fields with point-and-click simplicity — no coding or special syntax to learn.
Generated documents are automatically saved to the correct folder in your case drive — no manual filing step. From there, send for e-signature, fax to a provider, or share with co-counsel, all without leaving inTrial.
All included in your inTrial Manage subscription. No add-ons. No per-use fees.
Merge fields pull data from every part of the case — client details, insurance info, provider names, attorney assignments, dates, and custom fields.
Every document matches your firm's brand with custom letterhead, logos, fonts, and formatting. First impressions matter.
Click generate and your document is ready in under two seconds. No waiting, no processing spinners, no manual review step.
Build templates with a familiar rich text editor. Insert merge fields with point-and-click. No technical skills required.
Generate the same document for multiple cases at once — medical authorizations for 20 providers, demand letters for 5 defendants.
Update templates without losing previous versions. See who changed what and when. Roll back if needed.
Book a guided demo and we'll walk your firm through it. No contracts.
$199/user/month. All features included. Cancel anytime.