How to Manage Medical Records and Settlements in Clio

Centralize medical records, damages, and settlements and increase your firm’s efficiency with Clio’s new Personal Injury Add-On—so you can focus on your clients.

Let’s face it, between court delays, insurance companies, settlement agreements, and the emotional weight your clients carry, being a lawyer that practices personal injury is no walk in the park.

Watch this product walkthrough of Clio’s new Personal Injury Add-On to see how you can make your workflows from first contact right to settlement seamless. You’ll learn how to:

  • Centralize your work by managing medical records, damages, and settlement alongside your matters 
  • Maximize your client’s settlement by calculating scenarios in Clio
  • Close cases faster by keeping track of constantly changing information and medical liens with ease

Duration: 20 minutes 

Loading ...


Kim Francis

Solutions Engineer


Kim Francis is a Solutions Engineer at Clio working with the Sales team out of Toronto, Canada. She is the advisor for technical questions and workflows when firms first purchase Clio. Since joining Clio in 2018, she has had conversations with thousands of lawyers and support staff, helping them to implement Clio and build efficient processes. Many of the firms she has worked with practice personal injury law, so she is eager to share some best practices and demonstrate how firms are benefitting from using Clio’s Personal Injury Add-On.