Secure cloud drive with one-click external sharing.
Every PI case generates hundreds of files: medical records, police reports, demand letters, photos, insurance correspondence. Most firms scatter these across shared drives, email attachments, and desktop folders. inTrial Manage gives every case its own organized cloud drive with built-in secure sharing, so your entire team (and outside parties) can access the right files without the chaos.
Auto
Folder organization
1-click
External sharing
30 days
Default share link expiration
When you open a new case in inTrial Manage, the case drive is created with the folders from your firm's template for that case type, such as Medical Bills and Records, Insurance, Pleadings, Correspondence, and Discovery. Your team always knows where to find (and file) documents. No more hunting through shared drives or asking "where did you save that?"
Need to send medical records to a treating physician? Share photos with an adjuster? inTrial Manage lets you generate secure, time-limited share links with email verification. You control who receives a link and how long it lasts, and you can see who viewed or downloaded a shared file.
Drag and drop files directly into your case drive. Then find them in seconds with full-text search inside the case, by file name or content, filtered by folder, file type, or date range. Looking for every MRI report in a case? Search once and get them all. To search documents across cases, ask the AI.
Uploads, renames, moves, deletes, restores, and copies are logged, so you know who changed which document and when. That is useful for compliance and for answering questions about a file. Views and downloads through external share links are logged too.
All included in your inTrial Manage subscription. No add-ons. No per-use fees.
Files are encrypted in transit and at rest, and you can restrict each case to the team members who need it.
Generate secure, email-verified share links for doctors, adjusters, co-counsel, or clients. Set an expiration and revoke a link at any time.
Find files by name or content, filtered by folder, file type, and date range. Ask the AI to search across cases.
Every case starts with the folders from your firm's template for its case type, so your team always knows where files go.
See who viewed or downloaded a file through its share link, with timestamps.
Restrict a case to selected team members so only the people who need its files can see them.
Book a guided demo and we'll walk your firm through it. No contracts.
$199/user/month. All features included. Cancel anytime.