How TrialView Supports the Entire Case Lifecycle - From First Instruction to Final Resolution

Cases are growing in complexity, legal teams are spread across different offices and time zones, and the volume of documents involved in a single matter can run into the hundreds of thousands. But for a long time, legal teams have had to use disconnected tools and manual admin to approach these challenges.

TrialView was built to change that. Not as a point solution for one part of the process, but as a single platform that carries a case from first instruction through to final resolution. A d because solicitors, barristers, paralegals, in-house counsel, expert witnesses, arbitrators, and judges all have a role to play in a dispute, TrialView is designed to provide all of them within the same secure workspace and tools to enhance and streamline their disputes practice.

Here’s what the TrialView process looks like: 

Stage 1: Document uploads and setup

The moment a case opens, the clock starts, so teams need to get organised quickly. That’s why at TrialView, setting up takes a matter of minutes.

By signing up to TrialView, your workspace will be created automatically, after which you will then be able to invite your team. That team might include solicitors managing the case, barristers reviewing the evidence, paralegals building the bundle and even the judge. Everyone works within the same environment but with customisable permissions to control who sees what and ensure that confidentiality rings are upheld. 

Next, upload your case portfolio. This isn’t just limited to PDFs or text documents - all types of evidence can be uploaded, including audio, image and video files. The platform's OCR technology processes every file automatically, making them fully searchable from day one. Running short on time? No problem. You can work with our support team who will set up your account and permissions, and upload your documents for you! 

From the outset, everything lives in one place and every team member, whether they are in London, New York, or Dublin, is working from the same version of the same documents. But due to our comprehensive permissions, users can ensure that 

Rachel McCulloch, Commercial Litigation Solicitor at Acuity Law, found this approach transformed how her team built its case:

"I believe using TrialView from an early stage offered us an advantage over other legal teams because it allowed us to add the documents to the TrialView platform as early as possible, which meant there were fewer opportunities for documents to be lost or misfiled. And it allowed us to see everything in one place, which then helped us develop our arguments in the case and the strengths and weaknesses of the case."

Stage 2: Analysis and preparation

Once the process of case preparation begins, TrialView can be utilised again. Rather than junior lawyers spending weeks reading through tens of thousands of documents looking for key facts and important data, TrialView's AI can be queried directly. Ask it a question about your case portfolio and it surfaces the relevant extracts, with links back to the source material. Teams can then use TrialView to automatically build detailed timelines from those extracts, pinning key events to dates and linking each one to the underlying evidence. Patterns and inconsistencies in the opposing party's case become visible earlier, giving counsel more time to build strategy.

This applies equally whether you are preparing for a commercial trial, a multi-party arbitration, an adjudication, or a tribunal hearing. Adrian Forster, Of Counsel at Quinn Emanuel, describes how this played out in a particularly document-heavy arbitration:

"One of the challenges with this case was the unstructured nature of the evidence. The allegations related to events that took place over an 8-year period starting over 15 years ago. The documents were very difficult to navigate. They included old emails, handwritten notes, spreadsheets, and technical trading data. Using TrialView, our team was able to cut through to the really important extracts that exposed many of the claimants' assertions."

For witness preparation, TrialView also supports video interviews with built-in speech-to-text transcription. Recordings are automatically converted into hyperlinked witness statements, cutting the time it takes to turn an interview into a usable document from days to hours.

Partner Alexia Adda at Claritas noted the broader impact on how her team worked day to day:

"It became our go-to workspace for case preparation, removing the need for other document management systems. The search function was particularly powerful. We could locate key information like investment dates in minutes. Collaboration between our team, clients, and counsel was seamless."

Stage 3: Bundle creation

The bundle is often where legal teams face a lot of challenges - pagination errors, missing documents, last-minute additions that throw off cross-references. It is a process notorious for causing late nights in the office and producing mistakes, regardless of whether the bundle is destined for a court, a tribunal, or an arbitral panel.

But with TrialView, users can automate the most error-prone parts. The platform handles pagination, date recognition, indexing, and dynamic cross-referencing automatically. Bundles are compliant from the start, and because the platform tracks changes, adding or removing a document updates the pagination throughout - no matter how late in the process the changes are made. What used to take days can now be done in a few clicks.

Connor James Massey, Associate at Acuity Law, put it plainly:

"It's dramatically changed how quickly we are able to pull together bundles and also amend bundles as well. Which is, I think, one of the key features of TrialView, the ability to just add things in last minute or update it. Long gone are the days of being at the printer, manually stamping page numbers onto documents."

Because the bundle exists inside the same workspace as the rest of the case, counsel can move straight from reviewing a document to adding it to a bundle without switching platforms. The team at B. Cremades y Asociados found this particularly valuable during an international arbitration:

"We found the whole process very easy to get started and support was always available. The TrialView team was always efficient and calm and we were amazed at how fast the bundles were created and numbered."

Stage 4: The trial

The trial is where preparation either pays off or falls short, and TrialView is designed to make proceedings, whether in person, virtual, or hybrid, run as smoothly as possible.

With TrialView’s EPE capabilities, evidence can be presented across multiple devices, with every participant following along in real time. Counsel can call up any document in the bundle instantly, annotate it live, and share those annotations with the panel and opposing parties. Video conferencing is integrated, so remote witnesses can be examined without switching between platforms mid-hearing.

Real-time transcription can also be set up to run during witness statements, with the transcript appearing on screen as proceedings unfold. Counsel can mark up the transcript as it comes in, flagging key passages and linking them directly to the evidence being discussed.

Rachel McCulloch described the effect this had on hearing flow:

"During the trial, the evidence presentation tool helped the hearing flow a lot better than usual because counsel was able to refer to a document and then that document would just appear on the screens in front of everyone."

For disputes running across multiple parties and jurisdictions, the platform brings law firms, barristers, arbitrators, judges, and institutional bodies into the same secure environment. Garrett Moore, Managing Partner at Clyde and Co, oversaw one of the most complex examples of this in practice:

"TrialView was instrumental in managing an exceptionally complex aviation insurance case involving multiple linked proceedings and claims exceeding €5 billion. With 14 law firms involved and vast volumes of documentation, the platform provided a secure, centralised solution with the flexibility to segregate document sets across proceedings. TrialView delivered significant time and cost savings and allowed legal teams to focus on strategy rather than administration."

TrialView also provides options for hearing services, from EPE operators to equipment hire to ensure that you are provided with the best experience in your trial. 

Stage 5: Post-hearing

Once a case comes to a close, there are still several tasks that have to be completed - transcripts need reviewing, documents need preserving, and the case needs to be closed out in a way that protects the firm and the client.

TrialView's transcript tools allow teams to review and annotate the full hearing record, linking testimony back to the documents it references. For long or multi-day proceedings, this makes it far easier to build post-hearing submissions, draft appeals, or respond to requests for further information.

The entire record, documents, bundles, timelines, transcripts, annotations, sits in one place, archived and accessible. And if the matter ever needs to be reopened, or if a similar dispute arises, the case does not have to be rebuilt from scratch.

Ben Clarke, Barrister at the Bar of Ireland, reflected on how TrialView supports this kind of sustained, structured engagement with case materials.

"TrialView excels at working through layered issues, analysing and interrogating case materials, synthesising evidence, or helping structure legal arguments under multiple prompt constraints. TrialView meaningfully enhances the process of both preparation and decision making in the course of litigation."

One platform for every stage

The legal industry has historically accepted that different stages of a dispute need different tools. That assumption costs time, introduces errors, and creates risk, whether you are managing a commercial trial, a complex arbitration, an adjudication, or a regulatory inquiry.

TrialView offers a different approach, a single platform that supports the entire lifecycle of a dispute, from the day a matter opens to the day it closes. It brings together every professional involved, from the solicitors who open the matter and the paralegals who build the bundle, to the barristers who present the case and the arbitrators or judges who decide it. The result is teams that are better prepared, proceedings that run more smoothly, and outcomes that reflect the quality of the legal work rather than the limitations of the tools.

JP McDowell, Partner at Fieldfisher, put it as directly:

"I have worked with a number of platforms and TrialView is quite simply the leading virtual litigation platform out there, bar none."

To see how TrialView fits your team's workflow, book a demo today!