Month-to-month. Cancel anytime. No onboarding fees.
inTrialManage
Back to home

Intake Management

Capture every lead. Qualify faster. Convert more cases.

Most PI firms lose 30-40% of their leads to slow follow-up and disorganized intake. inTrial gives you a complete lead pipeline — from first contact to signed retainer — so every potential case gets the attention it deserves. No more sticky notes, no more spreadsheets, no more leads slipping through the cracks.

Included in your subscription. Standalone tools charge $80–150/user/month for standalone intake tools.
Sarah Mitchell
Attempting Contact
Motor Vehicle Accident6m ago(404) 555-0192
New Lead
Attempting Contact
Qualified
Pending Signup
Signed Up
Incident
Did the police come to the scene
YesNoUnsure
Do you have the police report case number?
YesNoUnsure
Were you cited at the scene?
YesNoUnsure
Multiple vehicles involved?
YesNoUnsure
Was it a hit and run?
YesNoUnsure
Injury Signal
Were you injured in the accident?
YesNoUnsure
Did you go to the ER or urgent care?
YesNoUnsure
Transported by ambulance?
YesNoUnsure
Any scans done (Xray, MRI, CT)?
YesNoUnsure
Strong Case
Not at fault, ER visit
Liability✓ Not at fault
Injuries✓ Reported
Treatment✓ ER visit
Strong case. Move to close when ready.
Actions

3x

Faster lead response time

40%

Higher conversion rate

0

Leads lost to slow follow-up

Every lead, one pipeline

See every lead your firm has ever received in a single, drag-and-drop pipeline view. Color-coded stages show you exactly where each lead stands — from brand-new inquiries to signed clients. No more wondering which leads your team is working or which ones fell through the cracks.

  • Drag-and-drop leads between pipeline stages
  • Filter by source, case type, rating, or assigned team member
  • Bulk actions to move, assign, or reject multiple leads at once
  • Automatic stage progression based on team activity
All Stages28 total leads
New
8
Attempting Contact
5
Contacted
4
Qualified
3
Signed Up
2
Rejected
6

Qualify in clicks, not calls

Stop wasting attorney time on leads that will never become cases. Our qualification workflow lets your intake team rate, categorize, and flag leads with a few clicks. By the time a lead reaches an attorney, all the key signals are already documented.

  • Star rating system for quick case quality assessment
  • Predefined case type selectors for PI subcategories
  • Injury severity classification with one click
  • Case signal badges that highlight key factors at a glance
Strong Case
Rear-end collision, clear liability, documented injuries
Liability
Other driver at fault✓
Injuries
ER visit + ongoing treatment✓
Documentation
Police report filed✓
Insurance
Health insurance unclear~
Prior contact
No contact with adjuster✓
Intake Questions
Was there a police report filed?
Was the other driver at fault?
Were you taken to the hospital?
Are you still receiving treatment?
Do you have health insurance?
Have you spoken with the other driver's insurance?
Strong intake — send retainer
This lead has clear liability and documented injuries. Consider sending the retainer agreement now to lock in the case.

One-click retainer sending

The moment a lead is qualified, send a retainer agreement for e-signature without leaving inTrial. Choose from your firm's templates, preview the document, and send it to the client's phone or email. Get notified the instant they sign.

  • Pre-built PI retainer templates with your firm branding
  • SMS and email delivery for maximum reach
  • Real-time signature notifications
  • Signed retainers automatically filed to the new case
Send RetainerQualified
Garcia v. Metro Transit
Retainer Agreement — Auto Accident
Template: Standard PI Contingency (33/40)
Client Signature
Sign here
Signed by Maria Gonzalez
March 22, 2026 at 3:47 PM

Know what's working

Every dollar your firm spends on marketing should be traceable to signed cases. inTrial tracks every lead from source to signed retainer, giving you hard data on which channels deliver the best ROI. Stop guessing where to spend your ad budget.

  • Conversion funnel shows exactly where leads drop off
  • Source-level ROI tracking across Google Ads, referrals, TV, and more
  • Response time metrics to hold your team accountable
  • Monthly and weekly trend reports delivered to your inbox
Intake AnalyticsLast 30 days
142
New Leads
38%
Conversion
4.2m
Avg Response
Conversion Funnel
New Leads
142
Contacted
98
Qualified
61
Signed Up
54
Source Breakdown
Google Ads
58
Referrals
34
Website
28
TV Ads
14
Other
8

Everything you get

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

  • Automatic lead capture from web forms, phone calls, and referrals
  • Star-based qualification scoring to prioritize high-value cases
  • Built-in e-signature for sending retainers in seconds
  • Automated follow-up sequences via email and SMS
  • Full conversion funnel analytics with source attribution
  • Lead source tracking and marketing ROI reporting
  • Mobile-optimized intake for capturing leads on the go
  • Smart team routing based on case type and workload
  • Duplicate lead detection to prevent wasted effort
  • Customizable intake form templates for different case types
  • Drag-and-drop pipeline management
  • Rejection workflows with reason tracking for declined leads

Key capabilities

Instant Lead Capture

Leads from your website, Google Ads, and referral partners flow directly into your pipeline. No copy-pasting, no data entry, no delays.

Qualification Scoring

Rate and categorize leads in seconds. Your intake team documents case signals so attorneys see only pre-qualified, high-value opportunities.

E-Sign Integration

Send retainer agreements for electronic signature directly from the lead card. Clients sign on their phone in under 60 seconds.

Source Attribution

Track every lead back to its source — Google Ads, TV, referrals, organic — so you know exactly where your best cases come from.

Team Routing

Automatically route new leads to the right intake specialist based on case type, language, location, or current workload.

Mobile Intake

Capture leads from anywhere. The mobile-optimized interface lets your team qualify and respond to leads from their phone.

Frequently asked questions

How does inTrial capture leads from my website?
inTrial provides embeddable web forms and a JavaScript widget that you place on your website. When a potential client fills out the form, the lead is automatically created in your inTrial intake queue with all submitted information — name, contact details, accident type, and injury description. No manual data entry required. We also support Zapier and webhook integrations for capturing leads from third-party services like Google Ads lead forms, Facebook Lead Ads, and chat widgets.
Can I customize the qualification criteria and pipeline stages?
Absolutely. You define your own pipeline stages (e.g., New, Attempting Contact, Consulted, Qualified, Signed Up, Rejected) and qualification criteria. Case signal badges, star ratings, injury severity levels, and case type categories are all fully configurable to match your firm's intake process. Different practice areas can have different qualification workflows.
Does inTrial integrate with my existing marketing tools?
Yes. inTrial integrates with Google Ads, Facebook Ads, and other marketing platforms through UTM parameter tracking and direct API connections. Every lead is automatically tagged with its source, campaign, and ad group so you can calculate cost-per-signed-case at the campaign level. We also support Zapier for connecting to virtually any marketing tool.
Can I migrate my existing leads from another intake tool?
Yes. Our migration team will help you import leads from any existing system — whether that's a CRM like Salesforce, a legal-specific tool like Litify or Lead Docket, or even a spreadsheet. We preserve lead history, notes, and source data during migration.
How does inTrial handle multi-location firms?
Each office location can have its own intake pipeline with location-specific routing rules, templates, and team assignments. Firm leadership gets a consolidated view across all locations, while individual office managers see only their pipeline. Source tracking and analytics roll up to the firm level for unified marketing ROI reporting.

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.