Getting Started with TrialKit

Welcome to TrialKit!

We're so happy to have you join the TrialKit platform! Before you get started, take some time to get to know TrialKit through this simple step-by-step guide that will walk you through the TrialKit interface and core functions. Consider this a preview to be followed soon by a comprehensive 1:1 training session with the TrialKit Customer Success team. In no time, you will be a TrialKit pro!

Step 1: Getting to Know the TrialKit Interface

The TrialKit user interface is very straightforward and easy to navigate. Before you start learning about the key functionality of the TrialKit platform, take a quick tour through the articles below to learn about what each section holds.

The Main Page

The Case Menu

Case Files

Step 2: Building your Team

Before you get started using TrialKit you may want to invite other members of your firm or your team to join TrialKit and collaborate on cases. In the last section you learned about the User Admin section on the main TrialKit menu. This is where you will invite other users to join you on TrialKit. See the article below for the steps to do this.

Inviting Users to TrialKit

Step 3: Setting up and Managing Your Cases

Now that you have gotten to know the main sections of TrialKit and built out your team, let's get started setting up your cases. The articles below will walk you through how to do this from adding a new case, adding teammates to a case, and managing case details.

Adding a Case

Adding Teammates to a Case

Editing Case Info

Step 4: Uploading and Managing Discovery

For your first case, the TrialKit Discovery team can manage the initial prep, upload and setup of all of your case discovery. To get you prepared to self-upload and manage your own discovery, have a look at the articles below, which will walk you through just how to do this for your cases going forward.

Uploading Discovery Directly to TrialKit

Deleting Case Files

Step 5: Searching Discovery

Now that your case has been set up, your case discovery uploaded and your team built; you are ready to explore and find insights in your case data. Read through these articles to learn more about searching through discovery files in TrialKit.