Terms of Service

1. The Service

inTrial provides a cloud-based case management platform built for plaintiff’s personal injury law firms. The platform includes case management, document management, communications, discovery, AI-assisted drafting and analysis, and related features. We may add, change, or remove features over time.

inTrial is a software tool. It does not provide legal advice, and using the platform does not create an attorney-client relationship between you and inTrial. You are solely responsible for your professional judgment, your work product, and your compliance with all rules of professional conduct and applicable law.

2. Subscription, Term, and Billing

2.1 Month-to-Month Subscription

Your subscription to inTrial is month-to-month. There is no annual or long-term contract and no minimum commitment. Your subscription renews automatically each month until you cancel.

2.2 Per-User Fee

The current subscription fee is $199 per user, per month, billed monthly in advance. A “user” is each individual account with access to the platform.

2.3 Per-Case Fee

A one-time fee of $99 applies to each active case. For new cases created directly in the platform, the $99 fee is charged 30 days after the case is created. If a case is archived or deleted before the end of that 30-day period, the fee for that case is not charged.

Archiving a case never limits access to a case that has been charged the per-case fee. Once a case has been charged, it remains fully accessible and fully editable forever, whether active or archived, with no restrictions of any kind. An archived case that has not been charged the per-case fee is read-only: its contents remain fully viewable, but it cannot be edited and new work may not be performed on it. As a courtesy, a read-only archived case accepts a limited allowance of late-arriving activity — currently up to 5 notes or tasks and up to 10 uploaded files, in total, for as long as the case remains archived — so that late records and closing correspondence still have somewhere to go. Once that allowance is used, no further items may be added. To resume work on a read-only archived case, restore it to active status, at which point it becomes subject to the per-case fee and full editing is immediately available.

2.4 Migrated Cases

A “Migrated Case” is any existing matter your firm brings into inTrial when onboarding, regardless of how it gets there — through an inTrial-assisted migration, a data import, or by your firm entering its existing caseload directly in the platform. The $99 per-case fee applies to every active Migrated Case. Section 2.3’s 30-day deferral applies to new matters opened in the ordinary course of your practice, not to existing matters migrated at onboarding.

For Migrated Cases, whether a case is “active” is determined solely by its status in the system your firm is migrating from at the time of migration. A case that is active (not archived or closed) in your prior system comes into inTrial as an active case and is subject to the per-case fee. A case that is archived or closed in your prior system comes into inTrial as an archived case and is not charged; because it has not been charged, it is read-only as described in Section 2.3 unless and until it is restored to active status. The amount of work remaining on a case has no bearing on this determination — a case that is nearly complete, awaiting disbursement, or otherwise winding down is still an active Migrated Case if it is active in the system it comes from. Cases may not be individually excluded, set aside, or reclassified to avoid the per-case fee.

If 50 or more active cases are migrated, the total per-case fee is spread evenly over 12 equal monthly payments rather than charged upfront. For example, if 100 active cases are migrated, the total per-case fee is $99 × 100 = $9,900, divided over 12 months, for a charge of $825 per month for 12 months. These monthly charges begin upon migration and are in addition to your per-user subscription fees.

If fewer than 50 active cases are migrated, the per-case fees are not spread over monthly payments; they are charged in full at the time of migration.

By accepting these Terms, you expressly authorize inTrial to charge your billing method on file for the per-case fees for your Migrated Cases upon migration, including, where the fees are spread over monthly payments, each monthly installment as it comes due.

2.5 Pricing Is Not Locked In

Prices are not locked in. Because your subscription is month-to-month, we may change our fees, including the per-user and per-case fees, at any time. We will give you at least 60 days’ advance notice of any price change before it takes effect. If you continue using the platform after a price change takes effect, you accept the new pricing. If you do not agree to a price change, you may cancel before it takes effect. A change to the per-case fee applies only to cases created or migrated after the change takes effect. The per-case fee for cases already created or migrated, including the remaining monthly installments for migrated cases, stays at the rate in effect when the case was created or migrated.

2.6 Payment

You authorize us to charge your payment method on file for all fees as they come due, including recurring monthly subscription fees, per-case fees, and the monthly installments for migrated cases. Fees are billed in U.S. dollars. Except as required by law, fees already charged are non-refundable, including any installment payments already made for migrated cases.

2.7 Late or Failed Payments

If a payment fails or an account becomes past due, we may suspend or limit access to the platform until the balance is paid. We will make reasonable efforts to notify you before suspending access.

2.8 Individual User Accounts

Each person who uses the platform must have their own user account. Login credentials are personal to the individual they are issued to and may not be shared, transferred, or used by more than one person. The per-user fee in Section 2.2 is based on each individual who accesses the platform, so every person who uses inTrial is expected to be a paid user.

We take reasonable measures to identify accounts that are being shared among multiple people. If we determine that login credentials are being shared, including to reduce the number of paid users, we may take appropriate action. This may include asking you to add user accounts to match actual usage, billing for the additional users, and limiting or suspending access to the platform until the account is brought into compliance. We will make reasonable efforts to notify you before limiting access.

3. Cancellation and Data Export

You may cancel your subscription at any time. Cancellation stops future monthly renewals. Because billing is monthly in advance, cancellation takes effect at the end of your current billing period, and you will retain access through the end of that period.

Any unpaid per-case installment fees for migrated cases that have already been initiated remain due. We will work with you in good faith to arrange final billing on cancellation.

After cancellation, you are responsible for exporting your data. A complete export of Your Data has two parts: (1) your documents and files, and (2) your structured case data.

Documents and files. On written request, we will provide the documents and files for all of your cases in an exportable file format (a .zip archive). You can also export the documents and files for any case yourself, at any time during your subscription, directly from the Case Drive: select the folders and files you want (or select them all), then click Download to receive them as a .zip archive.

Structured case data. On written request, we will provide an export of your structured case data in CSV format, covering the case records maintained in the platform.

For 90 days after your subscription ends, you may continue to request these exports, and we can assist with reasonable export requests during that period. After that 90-day period, we may permanently delete Your Data from our systems, and we are not obligated to retain it. If you need a longer retention period, contact us before your access ends so we can make arrangements.

4. Your Data

You own your data. As between you and inTrial, all case data, documents, communications, and other content you put into the platform (“Your Data”) belong to you. We do not claim ownership of Your Data.

You grant us a limited license to host, process, store, transmit, and display Your Data solely to provide and improve the platform for you, and as otherwise described in our Privacy Policy. We will not sell Your Data. This license ends when your subscription ends, except that we may continue to store Your Data during the 90-day post-cancellation period described in Section 3 and may retain copies as required by law or our routine backup practices.

You are responsible for the accuracy and legality of Your Data and for having the right to put it into the platform, including client information, medical records, and other sensitive material.

4.1 Data Storage and Optional Backup

By default, Your Data is stored on a single enterprise-grade cloud storage solution. This default storage is included with your subscription and is maintained by us.

We also offer an optional backup that stores a second copy of Your Data on a separate enterprise-grade cloud storage solution. This optional backup is turned off by default. It is provided only if you choose to turn it on in your account settings, and it is your responsibility to activate it if you want it. Until you activate it, we do not create or maintain a second backup copy of Your Data, and we are not responsible for doing so. When activated, the optional backup is billed according to the prices shown in the billing section of your account settings.

5. inTrial Intellectual Property

inTrial owns the platform and everything that makes it up, including the software, source code, design, user interface, features, documentation, and the inTrial name, logos, and trademarks. Your subscription gives you a limited, non-exclusive, non-transferable right to use the platform while these Terms are in effect. It does not transfer any ownership of the platform or any of our intellectual property to you. All rights we do not expressly grant are reserved.

6. AI-Assisted Features

The platform includes AI-assisted features that draft documents, analyze medical records, process faxes, and perform similar tasks. These features are tools to assist licensed professionals. AI output may contain errors or omissions and is not a substitute for your professional review.

You are responsible for reviewing, verifying, and approving all AI-generated content before relying on it or using it in any legal matter. inTrial is not responsible for the accuracy or legal sufficiency of AI output.

7. Acceptable Use

You agree to use the platform lawfully and professionally. You agree that you will:

• Use the platform only for legitimate law practice and business purposes.
• Keep your login credentials secure and maintain a separate user account for each individual, as described in Section 2.8.
• Comply with all applicable laws, including those governing client confidentiality, health information, and telephone and text communications.
• Maintain the security and accuracy of the information you enter into the platform.

You agree not to misuse the platform, attempt to gain unauthorized access, interfere with its operation, or use it to violate the rights of others.

8. Privacy and Confidentiality

Our handling of Your Data is described in our Privacy Policy. We maintain administrative, technical, and physical safeguards designed to protect Your Data. Because the platform may store protected health information and other sensitive material, we will enter into a Business Associate Agreement with you where required by applicable law.

9. Service Availability

We work to keep the platform available and reliable, but we do not guarantee uninterrupted access. The platform may be unavailable from time to time for maintenance, updates, or reasons outside our control. We will make reasonable efforts to perform planned maintenance at low-impact times and to notify you in advance when practical.

10. Third-Party Services

The platform relies on third-party services and providers for certain functions, including storage, communications, payments, calendar and email integrations, and AI processing. These services are operated by other companies and are outside our control. We are not responsible or liable for the availability, performance, accuracy, or actions of any third-party service, or for any interruption, delay, error, or loss caused by a third-party service being unavailable, changing, or failing. If a third-party service we rely on becomes unavailable, we will make reasonable efforts to restore the affected functionality, but we do not guarantee that we can do so.

11. Disclaimers

The platform is provided “as is” and “as available.” To the fullest extent permitted by law, inTrial disclaims all warranties, whether express or implied, including any implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the platform will be error-free or that AI output will be accurate or complete.

12. Limitation of Liability

To the fullest extent permitted by law, inTrial will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any lost profits, lost data, or lost business, arising out of or relating to your use of the platform.

To the fullest extent permitted by law, inTrial’s total liability arising out of or relating to these Terms or the platform will not exceed the amount you paid to inTrial in the twelve months before the event giving rise to the claim.

You remain solely responsible for meeting your own professional and legal deadlines, including any statute of limitations, regardless of any feature, reminder, or tool in the platform.

The optional second backup described in Section 4.1 is turned off by default and is activated only if you choose to turn it on in your settings. To the fullest extent permitted by law, inTrial is not liable for any loss of Your Data that the optional backup would have prevented if you did not have the optional backup activated at the time of the loss.

13. Indemnification

You agree to indemnify and hold inTrial harmless from claims, damages, and costs (including reasonable attorneys’ fees) arising out of Your Data, your use of the platform, your violation of these Terms, or your violation of any law or the rights of a third party.

14. Changes to These Terms

We may update these Terms from time to time. The current version of these Terms can always be accessed from the Billing page under Settings. It is your responsibility to review these Terms periodically. By continuing to use the platform after any change takes effect, you accept the updated Terms.

15. Feedback

If you send us feedback, suggestions, or ideas about the platform, we are free to use them without any obligation or payment to you. We may use, develop, and incorporate any feedback into the platform, and you do not gain any ownership or other rights in the platform by providing it.

16. Assignment

You may not assign or transfer these Terms or your account without our prior written consent. We may assign or transfer these Terms, in whole or in part, without your consent, including in connection with a merger, acquisition, sale of assets, financing, or other corporate transaction. These Terms are binding on and benefit the parties and their permitted successors and assigns.

17. Force Majeure

We are not liable for any delay or failure to provide the platform caused by events beyond our reasonable control, including natural disasters, severe weather, power or internet outages, failures of third-party services or providers, labor disputes, acts of government, or other events of force majeure.

18. Governing Law

These Terms are governed by the laws of the State of Georgia, without regard to its conflict-of-laws rules. Any dispute arising out of or relating to these Terms or the platform will be brought in the state or federal courts located in Georgia, and you consent to the jurisdiction of those courts.

19. Contact

Questions about these Terms can be sent to inTrial, LLC at the contact information provided on our website.