Personal injury software that organizes medical records by provider
See what’s missing from each provider and when you last followed up.
Track providers, bills, and liens
Tie each provider, bill, and lien to the matter, alongside your calendar, documents, and billing.
Spot missing records
Records and bills are organized by provider, showing gaps and your last follow-up.
Mark bills as liens
Flag medical bills as liens so they feed the settlement calculator.
Store health information carefully
Keep personal health information in line with HIPAA requirements, with a business associate agreement available.
A settlement calculator that shows the client’s net
Run scenarios before you negotiate, with fees, liens, and expenses subtracted from each recovery.
Compare scenarios
Model several settlement amounts and see the net recovery for each.
Account for reductions
Include negotiated lien reductions alongside legal fees, expenses, and medical and non-medical liens.
Send the statement for signature
Generate the settlement statement from the final numbers and route it for e-signature.
Deadlines and expenses drafted for you to approve
Calendar from court notices
Clio’s AI drafts events from a court notice or scheduling order, with each source shown and calculated dates flagged.
Photograph a receipt
A receipt photo becomes an expense entry that feeds the settlement calculator.
Keep clients in the loop
Updates built from recent matter activity are ready for your edits.
Medical chronologies drafted from the record
Clio’s legal AI reads records, bills, pleadings, and letters and drafts the chronology, with each finding linked to its source.
Build the chronology
Get providers, treatment, key facts, gaps, and a timeline in one draft.
Research the issue
Find authority by matter and jurisdiction, with each result cited so you can check it.
Start the demand work
Draft motions, memos, demand-related work, and client letters from the file, then refine them yourself.
Personal injury resources
Personal injury case management software FAQs
What is personal injury case management software?
It manages PI matters from intake to settlement, with tools for medical records, liens, damages, deadlines, and settlement calculations. Clio keeps them on the same matter as your documents and billing. Get a demo.
What’s a settlement calculator?
A tool that models settlement scenarios and shows the client’s net recovery after legal fees, expenses, and liens, including negotiated reductions. Get a demo.
What are deducted calculations?
The amounts subtracted from a recovery: legal fees, expenses, and medical and non-medical liens, including any negotiated reductions. Listing them line by line shows the client how their net recovery was reached. Get a demo.
What are gross calculations?
Gross is the total recovery before any deductions. The calculator subtracts fees, expenses, and liens from it to show the client’s net, and you can compare several gross amounts as separate scenarios. Get a demo.
Can Clio build a medical chronology?
Yes. Clio’s legal AI drafts a medical chronology from records, bills, pleadings, and letters, covering providers, treatment, key facts, gaps, and a timeline, with each finding linked to its source. Get a demo.
Does Clio have personal injury CRM software?
Yes. Client intake and CRM tools cover intake forms, lead management, appointment booking, and follow-ups, connected to case management. Get a demo.
Can I store medical records securely in Clio?
Yes. Clio lets you store personal health information in line with HIPAA requirements, and a business associate agreement is available for firms that require one. Visit the Trust Center.
How are personal injury features priced?
Personal injury features are priced per user, so you pay only for the people who use them. They’re available to US firms as an add-on. Compare plans.
What’s the best personal injury case management software?
Look for medical records tracking by provider, lien management, a settlement calculator, deadline calendaring, and AI chronologies you can check against the source. Clio brings these together on the matter. Start a free trial.