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Automated Tasks & Workflows

Set it up once. Let the system do the rest.

Every time a case moves to Pre-Litigation, someone has to remember to send the representation letter, request the police report, open the insurance claim, and schedule the client consult. Multiply that by 200 active cases and you have a recipe for missed steps and malpractice exposure. inTrial automates it all — define your workflow once, and the right tasks are created, assigned, and tracked every single time.

Included in your subscription. Standalone tools charge $30–60/user/month for workflow automation tools.
Auto Accident WorkflowActive
Intake
Pre-Litigation
Treatment
Demand
Negotiation
Send welcome packet
Request police report
Schedule initial consult
Send representation letter
Request medical records
Open insurance claim
Track medical appointments
Monthly client check-in
Request updated records
Draft demand letter
Calculate case value
Compile medical summary
Review initial offer
Prepare counter-demand
Schedule mediation

80%

Reduction in manual task creation

0

Missed deadlines

15 hrs

Saved per week per firm

Tasks that create themselves

When a case moves to a new stage, inTrial automatically creates every task that stage requires — with the right assignee, the right due date, and the right priority. Your team opens their task list and knows exactly what to do. No more morning meetings to assign work. No more "did anyone send the rep letter?"

  • Tasks auto-created with assignee, due date, and priority when a case changes stage
  • Role-based assignment: tasks route to "the paralegal on this case" automatically
  • Relative due dates: "3 days after stage change" or "14 days before trial"
  • Lightning bolt icon marks auto-generated tasks so your team knows the system is working
Garcia v. Metro Transit — TasksPre-Litigation
Send representation letter to GEICO
Jake Rivera·Due Mar 26
To Do
Request police report — Case #2026-0847
Lisa Tran·Due Mar 27
To Do
Request medical records from City General ER
Jake Rivera·Due Mar 28
In Progress
Schedule initial client consultation
Sarah Mitchell·Due Mar 25
Completed
Open PIP claim with State Farm
Jake Rivera·Due Mar 29
To Do
Send welcome packet to client
Lisa Tran·Due Mar 24
Completed
Auto-created when case moved to Pre-Litigation

Stage-based automation

Build workflow rules with a simple trigger-and-action model. When a case enters a stage, fires a set of actions — create tasks, send notifications, update fields, or move the case forward. Different case types can have completely different workflows, all managed from one configuration screen.

  • Visual rule builder: pick a trigger, define the actions
  • Per-case-type workflows: auto accidents, trucking, premises liability each get their own
  • Relative deadline calculations tied to accident date, SOL, or stage entry
  • Clone and modify workflows as your firm processes evolve
Workflow Rules
When: Case moves to Pre-Litigation
Create task: "Send representation letter" → Paralegal (Due: +2 days)
Create task: "Request police report" → Legal Asst (Due: +3 days)
Create task: "Open insurance claim" → Paralegal (Due: +5 days)
When: Case moves to Demand
Create task: "Draft demand letter" → Attorney (Due: +14 days)
Create task: "Calculate case value" → Paralegal (Due: +7 days)
Create task: "Compile medical summary" → Paralegal (Due: +10 days)
When: Case moves to Litigation
Create task: "File complaint" → Attorney (Due: +7 days)
Create task: "Prepare initial disclosures" → Paralegal (Due: +14 days)
Create task: "Calendar all litigation deadlines" → Legal Asst (Due: +3 days)

Nothing falls through the cracks

The task dashboard gives you a firm-wide view of what is getting done and what is falling behind. See overdue tasks, team workload distribution, and completion rates. Managing partners can spot bottlenecks before they become problems, and paralegals can prioritize their day in seconds.

  • Overdue task alerts with escalation to team leads
  • Team workload visualization to balance assignments
  • Completion rate tracking to measure team performance
  • Due-this-week view for daily prioritization
Task Dashboard
4 Overdue12 Due This Week
Overdue Tasks
Follow up on medical records — Patel v. City of Austin3 days overdue
File motion to compel — Williams v. ABC Trucking1 day overdue
Team Workload
SM
Sarah Mitchell
18 open
JR
Jake Rivera
24 open
LT
Lisa Tran
15 open
AC
Amy Chen
21 open
78
Open
220
Completed
74%
On Time

Everything you get

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

  • Automatic task creation when cases change stages
  • Role-based task assignment to the right team member on each case
  • Relative due date calculations tied to case milestones
  • Different workflows for each case type your firm handles
  • Overdue task alerts with escalation notifications
  • Team workload balancing to prevent burnout
  • Task completion tracking and performance metrics
  • Clone and modify workflows without starting from scratch
  • No-code rule builder — no developer needed
  • Task dependencies so steps happen in the right order
  • Recurring task templates for periodic actions like client check-ins
  • Integration with calendar sync for deadline visibility everywhere

Key capabilities

Zero-Touch Task Creation

When a case moves stages, every required task is automatically created with the right assignee and due date. Your team never has to manually create routine tasks again.

Case-Type Workflows

Auto accidents, trucking, premises liability, and medical malpractice each have different steps. Configure separate workflows for each case type your firm handles.

Escalation Alerts

When a task goes overdue, the assignee gets reminded. If it stays overdue, the team lead is notified. Nothing sits idle without someone knowing about it.

Workload Balancing

See how many open tasks each team member has across all cases. Reassign work with a click to prevent bottlenecks and keep cases moving.

Relative Deadlines

Set due dates relative to milestones — "7 days after demand sent" or "30 days before trial date." Deadlines calculate automatically as dates are set.

Performance Tracking

Track task completion rates, average time-to-complete, and on-time percentages. Identify which workflows need tuning and which team members need support.

Frequently asked questions

Do I need technical skills to set up workflows?
Not at all. The workflow builder uses a simple trigger-and-action model: pick what triggers the rule (e.g., "case moves to Demand stage"), then define the actions (e.g., "create task: Draft demand letter, assign to Lead Attorney, due in 14 days"). No code, no formulas, no IT department required. Most firms set up their complete workflow in under an hour.
Can different case types have different workflows?
Yes. Each case type — auto accidents, trucking accidents, premises liability, medical malpractice, product liability — can have its own complete workflow with unique stages, tasks, and automation rules. When you create a new case and select the case type, the appropriate workflow is automatically applied.
What happens when I change a workflow after cases are already using it?
Changes to workflows apply to future stage transitions only. Cases that have already passed a stage will not retroactively receive new tasks. This means you can safely modify and improve your workflows without disrupting in-progress cases. If you need to add tasks to existing cases, you can do so manually or use the bulk task creation feature.
Can I set up recurring tasks like monthly client check-ins?
Yes. You can create recurring task templates that repeat on a schedule — weekly, monthly, or at custom intervals. For example, "check in with client" every 30 days while the case is in the Treatment stage. Recurring tasks automatically stop when the case moves to the next stage.
How does this integrate with calendar sync?
Tasks with due dates automatically appear in your synced Google or Outlook calendar. When a workflow creates a task with a deadline, that deadline shows up on the assigned team member's calendar within minutes. Changes to due dates sync in both directions, so your team always has an accurate picture of what is coming up.

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.