Screen the claim, preserve the evidence
Capture the incident, parties, insurance cover, injuries, treatment, and witnesses at intake, and at-risk evidence immediately becomes a dated task.
Personal injury case management software for screening, treatment, litigation, and settlement
Keep the medical picture current
File records and invoices against the GP or hospital they came from, track what’s requested and missing, and keep disbursements and recoverable benefits with the figures they affect.
Draft the letter of claim, then litigate
Build the chronology, research with cited authority, and prepare drafts, then carry the same record into statements of case, disclosure, and applications.
See the client’s balance before funds move
Record the fees, disbursements, recoverable benefits, and negotiated reductions as they’re confirmed, so nothing surfaces after the client has agreed.
Start at the first call and preserve what won’t wait
A personal injury case relies on evidence that runs the risk of fading from memory. Clio captures the incident and injuries through intake and keeps the parties, insurers, and treating doctors in related contacts, and you decide what to lock down first.
- Screen it at intake. The incident, injuries, insurance cover, and witnesses go on the matter from the first call.
- Preserve what fades. Evidence at risk becomes a dated task the same day.
- Let clients send proof. Photos and reports upload from any device through the client portal.
Track the medical records and the damages
Your firm files medical records and invoices against the GP or hospital they came from, puts a task on each record still to arrive, and keeps disbursements and recoverable benefits in custom fields beside the figures they affect, so the damages record keeps pace with treatment.
- File by source. Records and invoices sit against the GP or hospital they came from, with a task on each open request.
- Keep damages current. Disbursements and recoverable benefits sit with the figures they change.
- Track, don’t retrieve. Clio tracks record requests; your firm or its medical agency obtains the records.
Draft the letter of claim, then carry the record to court
Clio’s legal AI reads the records, builds the chronology with each fact linked to its source, and prepares the letter of claim from your templates. If the claim doesn’t resolve, the same record carries into statements of case, disclosure, and applications.
- Build the chronology. Clio’s legal AI assembles the timeline with facts linked to their source page.
- Research with citations. Get cited authority on limitation, the Civil Procedure Rules, and the pre-action protocols.
- Carry it to litigation. The pre-action record moves into statements of case and applications without re-entry.
Keep every deadline on the matter
A trial date, a disclosure deadline, and a date for exchanging expert reports each reset the week. Clio holds them with custom deadline sets on the calendar, and matter stages show where the case sits.
- Set the dates. Deadlines calculate from the trial date, a disclosure deadline, or a hearing.
- Track the limitation period. Set and verify the limitation date on the matter.
- See the stage. Matter stages and tasks show screening, pre-action, settlement, or litigation.
See the client’s balance before funds move
Clio records fees, disbursements, recoverable benefits, and negotiated reductions as each is confirmed, so your firm can work out the client’s balance and prepare the final statement. The damages sit in client account until they are paid out.
- Set a no win, no fee arrangement. Record the agreed percentage, and time entries default to non-billable.
- Work out the balance. Fees, disbursements, recoverable benefits, and reductions sit on the matter for the final statement.
- Pay out from client account. The damages go into client account, then to the client and anyone else owed, closing to zero.
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400,000+ legal professionals
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100+ law societies and bar associations recognize Clio, including all 50 state bar associations in the United States
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4.7 /5 average rating across 13,000+ reviews
You want to be the best so use the best. Clio has the most options and apps allowing my practice to grow as needed and function with ease.
Law Offices of Robert M. Klein
Personal injury case management software FAQs
What is personal injury case management software?
Personal injury case management software keeps liability evidence, medical records, damages, disbursements, and recoverable benefits on one matter. In Clio, that matter is the foundation of a legal AI platform, so intake preserves evidence, the record builds the letter of claim, and the same file carries into litigation and settlement without re-entering a fact.
How is Clio different from standalone personal injury software?
Intake, evidence, cited research, drafting, deadlines, billing, and client accounting work from one matter rather than separate tools. That shared context lets Clio build the chronology and the letter of claim for your review and carry the record from the first call through settlement, so nothing is rebuilt at litigation.
Can Clio track medical records and invoices?
Yes. Your firm files records and invoices against the GP or hospital they came from, puts a task on each request still outstanding, and keeps disbursements and recoverable benefits in custom fields beside the figures they affect. Clio tracks record requests but does not retrieve records; your firm or its chosen medical agency obtains them.
Can Clio track recoverable benefits and the client’s balance?
Yes. Record the fees, disbursements, recoverable benefits from the CRU certificate, and negotiated reductions as each is confirmed. Every deduction sits on the matter, so your firm can work out the client’s balance and prepare the final statement from confirmed figures. You confirm every figure before funds move.
Does Clio include personal injury legal research?
Yes. Clio’s legal AI covers the Limitation Act 1980, the Civil Procedure Rules including Part 36, the personal injury pre-action protocols, liability, and quantum, and returns cited authority for you to evaluate and apply to the claim.
Can Clio track court dates and limitation dates?
Yes. Custom deadline sets calculate dates from the trial date, a disclosure deadline, or a hearing, and you can set and verify the limitation date on the matter.
Does Clio handle no win, no fee arrangements and client account?
Yes. Set the matter to a no win, no fee arrangement with the agreed percentage, and time entries default to non-billable. The damages go into client account, the bill for your costs and disbursements is paid from it, and the rest goes to the client and anyone else owed until the ledger closes to zero. Your firm stays responsible for compliance with the SRA Accounts Rules.
How does Clio protect medical records for personal injury firms?
Medical records are special category data under the UK GDPR and the Data Protection Act 2018. Matter permissions determine who can open the case, and the platform works within those permissions. Compliance with data protection law stays your firm’s responsibility.