Screen the claim, preserve the evidence
Capture the incident, parties, coverage, 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
Organize records and bills by provider, track what’s requested and missing, and keep case costs and liens with the figures they affect.
Draft the demand, then litigate
Build the chronology, research with cited authority, and prepare drafts, then carry the same record into pleadings, depositions, and motions.
See net recovery before funds move
Record the fees, costs, liens, 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, adjusters, and providers in related contacts, and you decide what to lock down first.
- Screen it at intake. The incident, injuries, coverage, 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
As part of the personal injury add-on, Clio organizes medical records and bills by provider, tracks what’s requested and still missing, and keeps case costs and liens beside the figures they affect, so the damages record keeps pace with treatment.
- File by provider. Records and bills sort by provider and date, with request follow-up tracked.
- Keep damages current. Case costs and liens sit with the figures they change.
- Track, don’t retrieve. Clio tracks record requests; retrieval runs through a connected partner.
Draft the demand, 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 demand from your templates. If the claim doesn’t resolve, the same record carries into pleadings, depositions, and motions.
- Build the chronology. Clio’s legal AI assembles the timeline with facts linked to their source page.
- Research with citations. Get cited authority on statutes of limitations and notice periods across all 50 states.
- Carry it to litigation. The demand record moves into pleadings and motions without re-entry.
Keep every deadline on the matter
A trial date, a discovery cutoff, and an expert demand each reset the week. Clio holds them with custom deadline sets and court-rules calendaring across supported US courts, and matter stages show where the case sits.
- Set the dates. Deadlines calculate from the trial date, discovery cutoff, or hearing.
- Track the limitations period. Configure and verify the statute of limitations on the matter.
- See the stage. Matter stages and tasks show screening, treatment, demand, or litigation.
See the client’s net recovery before funds move
Clio records fees, case costs, liens, and negotiated reductions as each is confirmed, calculates the net recovery, and generates the settlement statement. The gross check sits in trust until disbursement.
- Set a contingency fee. Record the percentage, and time entries default to non-billable.
- Calculate net recovery. Fees, costs, liens, and reductions resolve into the settlement statement.
- Disburse from trust. The settlement goes to trust, then to lienholders and the client, closing to zero.
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400,000+ legal professionals trust Clio
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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 rating from 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, case costs, and liens on one matter. In Clio, that matter is the foundation of a legal AI platform, so intake preserves evidence, the record builds the demand, and the same file carries into litigation and settlement without re-entering a fact. Get a demo.
How is Clio different from standalone personal injury software?
Intake, evidence, cited research, drafting, deadlines, billing, and trust work from one matter rather than separate tools. That shared context lets Clio build the chronology and the demand for your review and carry the record from the first call through settlement, so nothing is rebuilt at litigation. Get a demo.
Can Clio track medical records and bills?
Yes, with the personal injury add-on. Clio organizes records and bills by provider and date, tracks what’s requested and still outstanding, and keeps case costs and liens beside the figures they affect. Clio tracks record requests but does not retrieve records; retrieval runs through a connected partner in the app directory. Get a demo.
Can Clio calculate liens and net recovery?
Yes, with the personal injury add-on. Record the fees, case costs, liens, and negotiated reductions as each is confirmed, and Clio calculates the net recovery and generates the settlement statement, with a setting for whether fees come off before or after expenses. You confirm every figure before funds move. Get a demo.
Does Clio include personal injury legal research?
Yes. Clio’s legal AI covers statutes of limitations, notice periods, liability, and damages across all 50 states and DC, and returns cited authority for you to evaluate and apply to the claim. Get a demo.
Can Clio track court dates and e-file?
Yes to court dates. Court-rules calendaring across supported US courts sets deadlines from the trial date, discovery cutoff, or hearing, and you can configure and verify the statute of limitations on the matter. Court e-filing is available in California, Texas, Georgia, Nevada, Illinois, and Virginia. Get a demo.
Does Clio handle contingency fees and the trust account?
Yes. Set the matter to a contingency fee with the percentage, and time entries default to non-billable. The gross settlement check goes to trust, the fee and expense bill moves the earned amount to operating, and the rest disburses to lienholders and the client until the ledger closes to zero. Your firm stays responsible for its state bar’s trust accounting rules. Get a demo.
Does Clio support HIPAA obligations for personal injury firms?
Firms on the personal injury add-on can accept Clio’s business associate agreement in account settings at no extra charge, covering every user on the account. Compliance with HIPAA stays your firm’s responsibility. Get a demo.
