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eFax

Send and receive faxes — sorted by AI, matched to cases.

Courts, medical providers, and insurance adjusters still live in the fax era. inTrial eliminates the clunky hardware and standalone fax subscriptions by building faxing directly into your case management workflow. Incoming faxes are automatically read by AI, matched to the right case, and filed in your case drive — no human sorting required.

Included in your subscription. Standalone tools charge $25–45/user/month for standalone fax services.

Fax Inbox

4 new

Medical Records — Gonzalez, M.

14 pg

Memorial Hermann Medical Center

AI Match: Gonzalez v. Acme Transport (98%)10:22 AM

Settlement Counter-Offer

3 pg

State Farm Claims Dept.

AI Match: Robinson v. Nationwide (95%)9:48 AM

Letter of Representation

2 pg

Parker & Associates

Davis v. City Metro Transit9:15 AM

Court Order — Case #2024-CV-4871

5 pg

Harris County District Clerk

Pending review8:30 AM

0

Paper jams, ever

AI

Powered sorting & filing

1-click

Send from any case drive

AI reads your faxes

When a fax arrives, AI scans every page — extracting patient names, providers, dates of service, diagnosis codes, and case references. It matches the fax to the right case and suggests where to file it. You just confirm.

  • Extracts structured data from unstructured fax documents
  • Identifies patient names, providers, dates, and diagnoses
  • Matches incoming faxes to active cases automatically
  • Routes unmatched faxes to your review queue

Medical Records — Gonzalez, M.

Memorial Hermann Medical Center · 14 pages

AI Analysis

Complete

Patient Name

Maria Gonzalez

99%

Provider

Memorial Hermann Medical Center

99%

Dates of Service

Jan 15 – Mar 8, 2026

97%

Primary Diagnosis

Cervical strain, lumbar radiculopathy

95%

Treating Physician

Dr. Robert Chen, MD

98%

Case Match

Gonzalez v. Acme Transport

98%

Send from any case

Select a document from your case drive, pick the recipient, and hit send. inTrial generates a professional cover page with your firm branding, case caption, and recipient details — no printing, no scanning, no trips to the fax machine.

  • One-click faxing from any document in case drive
  • Contact picker with saved fax numbers
  • Auto-generated cover pages with firm branding
  • Standard and high-quality send options

Send Fax

From: Gonzalez v. Acme Transport

Recipient

Memorial Hermann Medical Records Dept.

Fax Number

(713) 555-0142

Document

Medical Authorization — Gonzalez.pdf
Letter of Representation.pdf
Police Report — Incident #2026-1847.pdf

Quality

Standard
Cover page will be auto-generated with firm branding

Every fax, filed automatically

Sent and received faxes appear in the case timeline alongside notes, texts, emails, and tasks. You get a complete audit trail with timestamps, delivery confirmations, and filing locations — critical for proving compliance with court deadlines.

  • Faxes logged to case timeline automatically
  • Delivery status tracking with retry on failure
  • AI filing labels show where documents were placed
  • Full audit trail for compliance and court deadlines

Case Activity

Gonzalez v. Acme Transport

Fax received — Medical Records (14 pg)

AI Filed

From: Memorial Hermann · AI matched & filed to Medical Records folder

Today, 10:22 AM

Fax sent — Medical Authorization (2 pg)

Delivered

To: Memorial Hermann Medical Records Dept. · (713) 555-0142

Today, 9:15 AM

Note added

Requested updated medical records from Memorial Hermann via fax.

Today, 9:10 AM

Fax received — Insurance Adjuster Letter (3 pg)

AI Filed

From: State Farm Claims · AI matched & filed to Insurance folder

Yesterday, 4:15 PM

Everything you get

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

  • AI automatically reads, sorts, and files incoming faxes
  • One-click case matching with confidence scores
  • Send faxes directly from any document in case drive
  • Auto-generated cover pages with firm branding
  • Real-time delivery status tracking
  • Zero hardware — no fax machines, phone lines, or toner
  • Complete audit trail logged to case timeline
  • Multi-number support for offices and departments
  • Bulk faxing for multi-recipient sends
  • HIPAA-compliant transmission and storage
  • Failed fax auto-retry with notifications
  • Searchable fax history across all cases

Key capabilities

AI Sorting

Incoming faxes are scanned by AI that reads the content, identifies case details, and files the document in the right case drive folder automatically.

Case Matching

AI recognizes case numbers, client names, claim IDs, and provider information in incoming faxes and matches them to your active cases.

Send from Drive

Right-click any document in your case drive and hit "Fax." Enter the recipient number and your fax goes out immediately — no downloading or printing.

Cover Pages

Every outbound fax includes a professional cover page with your firm logo, case caption, and recipient details — generated automatically.

Status Tracking

Track every fax from sent to delivered. Failed faxes automatically retry, and you get notified if delivery cannot be completed.

Audit Trail

Every sent and received fax is logged with timestamps, recipient details, and delivery confirmations — critical for proving court deadline compliance.

Frequently asked questions

How does faxing work in inTrial?
Outbound faxes are sent directly from your case drive — select a document, enter the recipient fax number, and hit send. A cover page is auto-generated. Inbound faxes arrive at your firm's dedicated fax number, and AI automatically reads the content, matches it to the correct case, and files it in the appropriate case drive folder. You can also send faxes to any number nationwide.
Do we get a dedicated fax number?
Yes. Each firm gets a dedicated fax number that you can use on letterheads, court filings, and provider correspondence. Additional numbers can be provisioned for specific offices or departments if needed.
How accurate is the AI case matching?
AI matching accuracy is typically above 95% for faxes that contain identifiable case information like client names, case numbers, or claim IDs. When AI cannot confidently match a fax, it routes to your review queue for manual assignment — nothing gets lost or misfiled.
Is eFax HIPAA compliant?
Yes. All fax transmissions are encrypted in transit and at rest. Documents are stored in HIPAA-compliant infrastructure with access controls, audit logging, and retention policies. inTrial signs Business Associate Agreements (BAAs) with firms that require them.
Are there volume limits on faxing?
Your inTrial subscription includes a generous monthly fax page allocation that covers normal firm usage. High-volume firms that send or receive thousands of pages per month can purchase additional capacity. There are no surprise per-page fees for standard usage.

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.