Documentation

How to use Trial Commander

Getting-started guides, feature references, and operational procedures for law firms.

◎
Getting Started
Quick start

Create your account, invite your team, create your first matter, and start tracking time — in 15 minutes.

§
Core Workflows
Trial preparation

How to use the 22 integrated matter modules — witnesses, exhibits, discovery, motions, deadlines, jury selection — as a coherent workflow.

$
Billing
Time tracking and invoices

ABA UTBMS codes, contingent fee math, LEDES export, invoice lifecycle, payment tracking.

◈
Trust
IOTA trust accounting

Recording deposits and disbursements, monthly reconciliation, overdraft prevention, Bar audit exports.

✦
AI
AI features guide

Fee petition generator (Rowe methodology), AI assistant, document generator — and how to review AI output responsibly under Rule 4-5.3.

⎙
Operations
Data export and migration

Exporting your data for clients, accountants, Bar audits. Migrating from other legal software.

✦
Bring your own AI
Connect your Claude

Add Trial Commander to the Claude you already pay for, in about three minutes. Which connector your plan includes, what it can and cannot do, and how to revoke it.

✦
Bring your own AI
Connect your ChatGPT

The same connector, added to ChatGPT: which ChatGPT plans allow it, the exact steps, and what to check about how your ChatGPT plan treats your conversations.

✦
Bring your own AI
Connect your Gemini

The same connector, added to the Gemini app as a custom app: personal Google Accounts only for now, the exact steps, and what Gemini can and cannot do with your matters.

✦
Bring your own AI
Using your Claude with your matters

What to ask once it is connected — cases, deadlines, drafting, billing and trial status — with the confidentiality points to settle first.

🔒
Security
Security model

How multi-tenancy works, what's encrypted, how the audit log makes tampering provable, how to investigate an incident.

The written documentation

Most cards above open a guide as a PDF. The core volumes — the Field Guide for everyone (called How-To Guides in the app), the Features Manual, the Administrators Manual, the Process & Procedures Manual and the Technical Manual — also ship inside the app under Q&A & Self Help, the Administrators Manual for firm administrators only. Eighteen practice manuals, one for every Florida practice area, complete the set, and Ask Trial Commander answers from all of them with its sources. They are revised as the product changes; the cover of each carries the date.