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

Team Chat

Slack-like messaging, built into every case.

PI firms communicate about cases all day — but those conversations happen in email threads, text messages, hallway chats, and sticky notes. By the time you need to find that one detail six months later, it's gone. inTrial gives every case its own Slack-like chat workspace with channels, direct messages, and file sharing. Every conversation is automatically linked to the case, searchable forever, and accessible to the entire team.

Included in your subscription. Standalone tools charge $10-15/user/month for standalone team chat.
general|Gonzalez v. Acme Corp
SL
Sarah LopezParalegal10:22 AM
Just got the updated MRI results from Dr. Kim. The herniation at L4-L5 is confirmed. Filing to case drive now.
RJ
Robert JohnsonAttorney10:25 AM
Good find. That strengthens the demand significantly. Can you also request the surgical consult notes?
MT
Maria TorresCase Manager10:28 AM
Already requested — Dr. Kim's office said they'll fax them over by EOD. I'll flag the case when they arrive.
Message #general...

0

Context switching between tools

100%

Case-linked conversations

Real-time

Team coordination

Channel-based messaging for every case

Every case gets its own set of channels — #general for day-to-day updates, #treatment for medical discussions, #litigation for discovery and motions. Your team knows exactly where to post and where to look, without cluttering inboxes or scrolling through irrelevant threads.

  • Default channels auto-created for every new case
  • Custom channels for specialized topics like settlement negotiations
  • Unread counters and notification badges keep you in the loop
  • Pin important messages for quick reference
Case Channels — Gonzalez v. Acme
general
General case discussion
4
156
treatment
Medical treatment updates
3
42
litigation
Discovery, motions, deadlines
2
28
settlement
Negotiation & demand tracking
2
15

Every conversation linked to a case

Unlike standalone chat tools, every message in inTrial is tied to a case. Search across all conversations for a case to find exactly what was discussed, when, and by whom. Six months from now, when you need to know what the adjuster said about the MRI report, it's right there.

  • All messages searchable by case, keyword, or team member
  • Full conversation history preserved for the life of the case
  • Pin critical updates for quick reference during calls or hearings
  • @mention team members to notify them of urgent updates
Every conversation, linked to a case
Gonzalez v. Acme Corp
Auto Accident — Active
Referenced in this case
234 messages across 4 channels
18 files shared in conversations
7 pinned messages for quick reference
12 @mentions of team members
Search messages in this case...

Share files without leaving the conversation

Drag and drop files directly into chat — MRI reports, photos, demand drafts, anything. Files shared in chat are automatically saved to the case drive so nothing is trapped in a chat thread. Your team can discuss a document and file it simultaneously.

  • Drag-and-drop file sharing in any channel or DM
  • Preview PDFs and images directly in chat
  • Shared files auto-filed to the case drive
  • Click any shared file to open it in the document viewer
Share files directly in chat
SL
Sarah Lopez10:22 AM
Here are the updated MRI results from Dr. Kim:
MRI_Report_Lumbar_Spine.pdf
4.2 MB
MT
Maria Torres10:31 AM
Client sent these photos from the scene:
+3
Files shared in chat are automatically saved to the case drive

Everything you get

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

  • Slack-like channels for every case — organized by topic
  • Direct messages between team members with full history
  • File sharing with automatic case drive filing
  • Full-text search across all case conversations
  • @mentions and notification badges for urgent updates
  • Pinned messages for critical information
  • Real-time message delivery with desktop notifications
  • Mobile-optimized chat for on-the-go updates
  • Conversation history preserved for the life of every case
  • No context switching — chat lives inside your case management tool
  • Threaded replies to keep conversations organized
  • Read receipts so you know who has seen critical updates

Key capabilities

Case Channels

Every case gets dedicated channels — #general, #treatment, #litigation — so conversations are organized from day one.

Searchable History

Find any message, in any case, from any date. Full-text search across your entire firm's conversation history.

File Sharing

Drop files into chat and they're automatically saved to the case drive. Discuss and file simultaneously.

Smart Notifications

Get notified about @mentions and channels you care about. Mute the rest. Desktop and mobile push notifications.

Secure & Private

All messages encrypted in transit and at rest. Role-based access ensures sensitive case discussions stay private.

Zero Switching

Chat lives inside your case management workflow. No switching between Slack, email, and your CMS.

Frequently asked questions

How is this different from just using Slack or Teams?
Standalone chat tools like Slack and Teams have no concept of "cases." Conversations aren't linked to specific matters, files aren't auto-filed to case drives, and you can't search by case. inTrial's team chat is purpose-built for law firms — every message is tied to a case, every file is auto-filed to the case drive, and every conversation is preserved as part of the case record.
Can I control who has access to specific case channels?
Yes. Channel access is controlled by case team assignments. Only team members assigned to a case can see that case's channels. You can also create private channels within a case for sensitive attorney-only discussions, like settlement strategy.
Are conversations preserved if a team member leaves the firm?
Absolutely. All messages and shared files are part of the case record. When a team member leaves, their conversation history remains intact and searchable. The firm owns the data, not the individual.
Does it work on mobile?
Yes. The chat interface is fully mobile-optimized with push notifications for @mentions and new messages in your cases. You can send messages, share files, and stay updated on case activity from your phone.
Can I search across all cases at once?
Yes. The global search function lets you search across all cases, all channels, and all direct messages simultaneously. Filter by case, team member, date range, or file type to find exactly what you need.

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.