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inTrialManage
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Intake Management

Capture every lead. Qualify faster. Convert more cases.

Most PI firms lose 30-40% of their leads to slow follow-up and disorganized intake. inTrial Manage gives you a complete lead workflow, from first contact to signed retainer, so every potential case gets the attention it deserves. No more sticky notes, no more spreadsheets, no more leads slipping through the cracks.

Included in your subscription. Standalone tools charge $80–150/user/month for standalone intake tools.
Sarah Mitchell
Attempting Contact
Motor Vehicle Accident6m ago(404) 555-0192
New Lead
Attempting Contact
Qualified
Pending Signup
Signed Up
Incident
Did the police come to the scene
YesNoUnsure
Do you have the police report case number?
YesNoUnsure
Were you cited at the scene?
YesNoUnsure
Multiple vehicles involved?
YesNoUnsure
Was it a hit and run?
YesNoUnsure
Injury Signal
Were you injured in the accident?
YesNoUnsure
Did you go to the ER or urgent care?
YesNoUnsure
Transported by ambulance?
YesNoUnsure
Any scans done (Xray, MRI, CT)?
YesNoUnsure
Strong Case
Not at fault, ER visit
Liability✓ Not at fault
Injuries✓ Reported
Treatment✓ ER visit
Strong case. Move to close when ready.
Actions

Every lead, one place

See every lead your firm has received in a single list. Status tabs show you where each lead stands, from brand-new inquiries to signed clients. No more wondering which leads your team is working or which ones fell through the cracks.

  • Status tabs with your firm's own lead statuses
  • Filter by status, assignee, lead quality, source, case type, or date range
  • Reject leads with a reason so you can see why cases were declined
  • Automatic status advancement based on team activity
All Statuses28 total leads
New
8
Attempting Contact
5
Contacted
4
Qualified
3
Signed Up
2
Rejected
6

Qualify in clicks, not calls

Stop wasting attorney time on leads that will never become cases. Your intake team can rate, categorize, and flag leads with a few clicks. By the time a lead reaches an attorney, the key signals are already documented.

  • Star rating (1 to 5) for quick case quality assessment
  • Case type selection, with intake questions that vary by case type
  • Injury severity rating on a 1 to 5 scale
  • Case strength signal that highlights key factors at a glance
Strong Case
Rear-end collision, clear liability, documented injuries
Liability
Other driver at fault✓
Injuries
ER visit + ongoing treatment✓
Documentation
Police report filed✓
Insurance
Health insurance unclear~
Prior contact
No contact with adjuster✓
Intake Questions
Was there a police report filed?
Was the other driver at fault?
Were you taken to the hospital?
Are you still receiving treatment?
Do you have health insurance?
Have you spoken with the other driver's insurance?
Strong intake: send retainer
This lead has clear liability and documented injuries. Consider sending the retainer agreement now to lock in the case.

One-click retainer sending

The moment a lead is qualified, send a retainer agreement for e-signature without leaving inTrial Manage. Choose one of your firm's templates, preview the document, and send it to the client's phone or email. Get notified the instant they sign, and the lead is converted to a case.

  • Retainer templates your firm writes and controls, with your firm branding
  • SMS and email delivery for maximum reach
  • Real-time signature notifications
  • Signing converts the lead to a case, and the signed retainer is filed to it
Send RetainerQualified
Garcia v. Metro Transit
Retainer Agreement: Auto Accident
Template: Standard PI Contingency
Client Signature
Sign here
Signed by Maria Gonzalez
March 22, 2026 at 3:47 PM

Know what's working

Every lead is tagged with where it came from, including UTM source, medium, and campaign when your forms send them. Reports group your leads by source so you can see which channels are producing signed cases.

  • Source tracking on every lead across Google Ads, referrals, TV, and more
  • Reports that group leads by source
  • Response time metrics to hold your team accountable
  • Scheduled report emails, daily, weekly, or monthly
Leads by SourceLast 30 days
142
New Leads
54
Signed Up
4.2m
Avg Response
Source Breakdown
Google Ads
58
Referrals
34
Website
28
TV Ads
14
Other
8

Everything you get

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

  • Lead capture from webhook forms, CallRail calls and texts, and ad lead forms
  • Star-based qualification to prioritize high-value cases
  • Built-in e-signature for sending retainers by SMS or email
  • Lead taskflows that send SMS or email when a lead changes status
  • Lead source tracking and reports grouped by source
  • Mobile-optimized intake for capturing leads on the go
  • Response time tracking to hold your team accountable
  • Duplicate lead detection to prevent wasted effort
  • Intake question templates with questions that vary by case type
  • Firm-defined lead statuses
  • Rejection workflows with reason tracking for declined leads
  • Assign a lead to an office and it carries over to the case

Key capabilities

Automatic Lead Capture

Leads from your website forms, CallRail calls and texts, and Google Ads lead forms flow directly into inTrial Manage. No copy-pasting, no data entry.

Qualification

Rate and categorize leads in seconds. Your intake team documents case signals so attorneys see the key facts up front.

E-Sign Integration

Send retainer agreements for electronic signature directly from the lead. Clients sign on their phone in under 60 seconds, and signing converts the lead to a case.

Source Attribution

Track every lead back to its source, such as Google Ads, TV, referrals, or organic, so you know exactly where your best cases come from.

Default Assignment

Set a default case type, source, and assignee for each lead integration, so new leads arrive ready to work.

Mobile Intake

Capture leads from anywhere. The mobile-optimized interface lets your team qualify and respond to leads from their phone.

Frequently asked questions

How does inTrial Manage capture leads from my website?
Each firm gets a private intake webhook URL. Point your website form at it and every submission creates a lead in inTrial Manage with the information the form sent. It accepts JSON and standard form posts, and has built-in support for Gravity Forms, CallRail calls and texts, and Google Ads lead forms. Any tool that can send a webhook can feed it, including through Zapier.
Can I customize the qualification criteria and lead statuses?
Yes. You define your own lead statuses, and the intake questions can vary by case type. Star ratings and injury severity use a fixed 1 to 5 scale.
Does inTrial Manage track where my leads come from?
Yes. Each lead carries its source, and UTM source, medium, and campaign are captured along with Google and Facebook click IDs when your forms send them. Reports group leads by source.
Can I migrate my existing leads from another system?
If you are migrating from Filevine, CloudLex, Litify, SmartAdvocate, CASEpeer, Clio, MyCase, or LeadDocket, our migration team can migrate your data into inTrial Manage. Talk to us about what is migrated from your system.
How does inTrial Manage handle multi-location firms?
A lead can be assigned to an office, and that office carries over to the case when the lead is converted.

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.