Generate any document from case data. One click.
PI firms generate the same documents hundreds of times a year: medical authorizations, letters of protection, demand letters, client correspondence. Each one requires copying case details from one screen to another and double-checking for errors. inTrial Manage's Document Generator pulls case data directly into your Word templates and produces a finished, branded document in DOCX or PDF in one click.
I, {{Client first name}}, hereby authorize any physician, hospital, or medical provider to release all medical records related to injuries sustained on {{Incident date}} to my attorneys at {{Firm name}}.
Case: {{Case name}}
Claim #: {{Claim number}}
1 click
Document generation
Unlimited
Custom templates
DOCX or PDF
Output formats
Build a template once as a Word document with merge fields like {{Client first name}} and {{Incident date}}. When you generate a document, inTrial Manage pulls the data from the case, such as client info, insurance details, and provider names, and fills every field. No retyping.
Templates are Word documents, so formatting and fonts come from your own file. Upload your firm's letterhead to the letterhead library and use it on your generated documents. You can edit template text in the app too.
Generated documents are automatically saved to your case drive, in the folder where you generate them, such as Pleadings, Insurance, or Generated Documents, with no manual filing step. Choose DOCX or PDF when you generate. From the case drive you can fax a document to a provider or share it with co-counsel, all without leaving inTrial Manage.
All included in your inTrial Manage subscription. No add-ons. No per-use fees.
Merge fields pull data from the case: client details, insurance info, provider names, attorney assignments, dates, and custom fields.
Templates are Word documents, so your formatting carries through. Add your firm's letterhead and logo from the letterhead library.
Click generate and your document is ready in seconds. No waiting, no manual retyping.
Before you generate, you see which merge fields are missing data so incomplete documents do not go out.
Repeat a block for each defendant, provider, lien, or witness. Blocks with no data are left out.
Choose the output format each time you generate a document.
Generated documents are saved to the case drive folder where you generate them.
Book a guided demo and we'll walk your firm through it. No contracts.
$199/user/month. All features included. Cancel anytime.