Text your clients. From inside their case.
Your clients don't check email and they don't answer calls, but they respond to a text in under three minutes. inTrial Manage puts two-way SMS right inside each case, with templates, scheduled sends, and a shared conversation thread so nothing falls through the cracks.
Maria Gonzalez
Gonzalez v. Acme Transport
90%
Client response rate via text
3 min
Average response time
Send and receive texts with clients directly from their case page. Every message shows its delivery status and timestamp, and "Read by" lines show which teammates have seen a thread.
James Robinson
(512) 555-0187
Stop typing the same messages over and over. Build reusable templates for appointment reminders, document requests, status updates, and more, with merge fields that auto-fill client and case data.
Select Template
Choose a template to auto-fill your message
Appointment Reminder
Document Request
Status Update
Initial Consultation
Preview
Hi {{first_name}}, this is a reminder that your appointment with {{provider_name}} is scheduled for {{appointment_date}} at {{appointment_time}}. Reply YES to confirm.
Queue up appointment reminders the night before, or send a follow-up after a medical visit, without setting a personal reminder to do it yourself. Pick a time, write the message, and forget about it.
Schedule Message
To
Message
Send at
Texts live in the case's conversation thread, so no copy-pasting, no screenshots, no lost context. Firms can also choose to have inbound texts appear in the case activity feed alongside notes and tasks.
Case Activity
Gonzalez v. Acme TransportSMS received from Maria Gonzalez
"Thank you! I'll be there. Do I need to bring anything?"
Note added
Client confirmed appointment. Requested police report via text.
SMS received from Maria Gonzalez
"Here is the photo of the police report."
All included in your inTrial Manage subscription. No add-ons. No per-use fees.
Build your own library of text templates, such as appointment reminders, document requests, and status updates, with merge fields that auto-fill from case data.
Queue messages for the perfect time. Send appointment reminders the morning of, or follow up after a medical visit, and edit or cancel any time before they go out.
Every text lives in the case's conversation thread with timestamps and delivery status. Firms can also show inbound texts in the case activity feed.
No siloed conversations. Everyone on the case can see the full text history, see who has read a thread, and pick up where a colleague left off.
Clients can opt out any time by replying STOP, and inTrial Manage automatically blocks further texts to that number.
Clients can text you photos of accident scenes, medical bills, police reports, and other documents, and attachments are saved to the drive.
Book a guided demo and we'll walk your firm through it. No contracts.
$199/user/month. All features included. Cancel anytime.