AI Case Chat

Ask your cases anything. Get answers grounded in real data.

Stop searching through files and tabs. inTrial's AI Case Chat reads your entire case file — medical records, bills, correspondence, depositions, and notes — and answers questions in plain English. Need cross-case analytics? Ask. Need a demand letter drafted? Ask. Every answer is grounded in your actual case data with citations you can verify.

AI Case Chat

Smith v. Acme Corp · Online

How many cases have medical bills over $50k?

I found 7 cases with medical bills exceeding $50,000:

CaseTotal Bills
Johnson v. Metro Transit$142,350
Garcia v. Walmart Inc.$98,200
Williams v. State Farm$87,450
Chen v. Dr. Roberts$76,890
+3 more cases

Draft a demand for the Johnson case

Generating demand letter…

Demand Letter — Johnson v. Metro Transit

Analyzing medical records, calculating damages…

Ask anything about your cases…

10x

Faster research than manual review

100%

Grounded in your case data

0

Hallucination risk from external data

Not a chatbot — an agent

Most AI tools generate generic responses from public data. inTrial's AI Case Chat is an agent that reads your actual case files, medical records, and communications before answering. It doesn't guess — it looks things up in your data and tells you exactly where it found the answer.

  • Accesses all documents in your case drive
  • Reads medical records, police reports, and correspondence
  • Searches across communications and case notes
  • Shows you exactly which documents it referenced

To answer your question, I'm accessing the following:

Case Files

24 documents

Medical Records

1,847 pages

Communications

156 emails & notes

Query your entire caseload

Ask questions that span across all your cases. Find patterns, compare outcomes, and make data-driven decisions about your practice. Which cases have the highest medical bills? Which are approaching SOL? How do your settlements compare by case type?

  • Cross-case queries in natural language
  • Filter by status, case type, attorney, or any field
  • Compare settlement values and case metrics
  • Spot trends across your entire portfolio
Cases with bills > $50k
CaseTotal BillsStatus
Johnson v. Metro Transit$142,350Demand Sent
Garcia v. Walmart Inc.$98,200In Treatment
Williams v. State Farm$87,450Litigation
Chen v. Dr. Roberts$76,890Settlement
Patel v. Amazon Logistics$64,120In Treatment
Showing 5 of 7 matching cases

Draft documents on demand

Tell the AI what you need and watch it generate documents from your case data. Demand letters, correspondence, summaries — all drafted with real facts, real numbers, and real citations. Review and edit instead of writing from scratch.

  • Demand letters with damages calculated from actual bills
  • Client correspondence with case-specific details
  • Settlement summaries with treatment narratives
  • Any document type your firm needs
Generating Demand Letter
Analyzing case data
Reviewing medical records
Calculating damages
Building liability narrative
Demand_Johnson_v_Metro_Transit.pdf

Total demand: $427,050.00 · 12 pages

Grounded in your data

Every response from the AI includes citations to specific documents in your case drive. Click a citation to open the source document and verify the answer. No hallucinations, no made-up facts — just your data, organized and accessible.

  • Source citations on every response
  • Click to open the referenced document
  • Page and paragraph-level references
  • Verify any answer in seconds

The client sustained a L4-L5 disc herniation confirmed by MRI on February 3, 2025. Dr. Martinez recommended surgical intervention at an estimated cost of $85,000.

MRI_Report_020325.pdfPage 3, Finding #2
Dr_Martinez_Notes_021025.pdfPage 1, Para 4

All responses cite source documents from your case drive

Everything you get

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

  • Natural language queries across all your cases — no Boolean syntax
  • AI-generated demand letters drafted from real case data
  • Medical record summarization with provider and treatment details
  • Cross-case analytics: filter, compare, and spot trends
  • Document drafting with your firm's specific case facts
  • Every answer includes citations to source documents
  • Works across every tab: documents, medical, bills, and more
  • Query your entire caseload from one conversation
  • Instant answers to questions that would take hours of manual review
  • Draft correspondence, summaries, and memos on demand
  • Understands PI terminology, damages, and legal workflows
  • Conversation history saved for every case

Key capabilities

Case Intelligence

Ask questions about any case and get instant, accurate answers pulled directly from your documents, medical records, and case data.

Document Generation

Draft demand letters, correspondence, and legal documents directly from your case records — with real facts and calculated damages.

Cross-Case Analytics

Query patterns across your entire caseload — find cases by criteria, compare settlements, and spot trends across your practice.

Medical Analysis

Get AI-powered summaries of medical records, treatment timelines, and bill breakdowns without reading thousands of pages.

Workflow Automation

The agent doesn't just answer — it acts. Create tasks, update statuses, and trigger actions directly from the chat.

Data Privacy & Security

Your case data never leaves your secure environment. The AI only accesses data within your firm's cases — nothing external.

Frequently asked questions

What can I ask the AI Case Chat?
Anything about your cases. Ask for specific facts ("What was the date of the accident in the Johnson case?"), cross-case queries ("Which cases have medical bills over $50k?"), document drafting ("Draft a demand letter for the Garcia case"), or analysis ("Compare settlement offers across my auto accident cases"). The AI reads your actual case data to answer.
Does it hallucinate or make things up?
No. Unlike general AI tools that generate responses from public data, inTrial's AI Case Chat only references your actual case files. Every response includes citations to the specific documents it used. If the information isn't in your case data, the AI will tell you it doesn't have that information rather than making something up.
Is my case data used to train AI models?
Absolutely not. Your case data is never used to train any AI models. It stays within your firm's secure environment and is only accessed when you ask the AI a question. We use enterprise-grade AI infrastructure with strict data isolation between firms.
Can it draft documents or just answer questions?
Both. The AI can answer questions, run queries across cases, and generate full documents like demand letters, client correspondence, settlement summaries, and case memos. All drafted documents use real data from your case files — names, dates, amounts, and treatment details are pulled from your actual records.
How does cross-case querying work?
You can ask questions that span your entire caseload. For example: "Show me all cases in litigation with medical bills over $100k" or "What's our average settlement for rear-end collision cases?" The AI searches across all your cases and returns structured results you can act on.

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.