Clio Work for Personal Injury
Pick a task, copy the prompt, and run it on your matter in Clio Work.
Prompts
Legal Research
Check the statute of limitations for a car accident claim
Transactional
What is the statute of limitations for a negligence claim from a motor vehicle accident? Explain when the clock starts, any tolling rules, and shorter deadlines for claims against government entities, and cite the controlling statutes.
Find case law on employer liability for a personal vehicle
Transactional
Find case law on respondeat superior liability when an employee causes an accident while driving a personal vehicle. Explain how courts apply the scope of employment test, including the coming and going rule and its exceptions, and summarize each case's key holding.
Confirm how medical liens are paid from a settlement
Transactional
What are the requirements for reimbursing medical expenses out of a personal injury settlement, including Medicare, Medicaid, ERISA, and health insurer liens? Explain how liens are calculated and reduced and cite the controlling statutes and regulations.
List the elements of gross negligence in a slip and fall
Litigation
What are the elements of gross negligence in a slip and fall case against a commercial property owner? Explain how it differs from ordinary negligence, what evidence of notice and conscious disregard courts look for, and cite the leading cases.
Object to a request for a non-party's psychiatric records
Litigation
What objections can we raise to a request for production seeking a non-party's psychiatric records in civil litigation? Cover privilege, privacy, relevance, and proportionality, and explain options like protective orders and in camera review, and cite the controlling rules and cases.
Check the standard for lost earning capacity experts
Litigation
What is the standard for admitting expert testimony on future lost earning capacity? Explain the reliability and relevance requirements, the typical foundation needed, and common grounds for exclusion, and cite the controlling rules and cases.
Document Analysis
Find gaps and weak terms in a settlement offer
Transactional
Review this proposed personal injury settlement and identify negotiation gaps, unfavorable terms, and missing protections. Provide a table with the provision, issue, client impact, and recommended counter-position, and flag any terms that need attorney review.
Compare the liens on a settlement
Transactional
From these lien notices and insurance correspondence, compare each lienholder, lien type, asserted amount, statutory basis, and negotiation status. Provide a table and flag liens that may be reducible or improperly asserted.
Size up the negligence claims in a complaint
Litigation
From this complaint, identify every negligence theory, named defendant, and category of damages claimed. Provide a table with paragraph references and a short assessment of litigation exposure for each defendant.
Map treatment from injury to maximum medical improvement
Litigation
From these medical records, map the course of treatment from the date of injury through maximum medical improvement. Provide a chronological table with the date, provider, treatment, diagnosis, and source document, and flag treatment gaps or missing records.
Pull providers, diagnoses, and charges from medical records
Litigation
From these medical records and billing statements, extract the provider, date of service, diagnosis, treatment, prognosis, and billed charges. Provide a table with source references and totals by provider.
Build a medical chronology and gap analysis
Litigation
Review all medical records in this matter and build a complete treatment chronology with the date, provider, treatment type, diagnosis, and prescribed care. Identify gaps in treatment, treatment that doesn't match the documented injuries, pre-existing conditions, and total treatment cost to date. Provide a medical summary and gap analysis table with record citations.
Audit the case file before settlement or trial
Litigation
Review this matter and create a file audit for our team. Organize the file into liability documents, medical records, billing records, insurance documents, witness evidence, damages support, and internal work product. For each section, note what's in the file, what's incomplete, and what we should add to strengthen the case for settlement or trial.
Summarize medical and damages support for the case
Litigation
Organize the medical and damages information in this matter into a case support summary listing all providers, treatment dates, imaging, medical bills, wage loss information, and insurance contacts. Then identify missing records, bills, or documents and create a prioritized checklist of what our office should request.
Skills
Skills save the way your firm does a task, so anyone at your firm gets the same result.
Get consistent, high-quality work from everyone at your firm, every time. A skill saves a task you repeat in your firm’s format and standards, so anyone on your team can run it. Use skills for document analyses, client letters, and strategy recommendations.
Draft a demand letter with a medical summary
Drafts a demand letter and a medical summary addendum together from the matter, using your firm's sections and formatting. Both documents come from the same records, so building them in one step keeps the treatment dates and figures consistent. Every demand goes out with the addendum attached, in the same structure every time.
Create This Skill
Create a skill that drafts a demand letter and a medical summary addendum together from this matter, using my firm's sections and formatting. It should always include the addendum whenever a demand letter is requested.
Keep a medical records chronology up to date
Builds a table of treatment dates, providers, findings, and gaps in treatment from the medical records in the matter. As new records arrive, it adds them to the same table instead of starting over. Save the format as a template and reuse it on every injury matter, so the chronology is ready when it's time to write the demand.
Create This Skill
Create a skill that reviews the medical records in this matter and builds a table of treatment dates, providers, findings, and gaps in treatment. It should add new records to the same table as they arrive and save the format as a template.
Check medical records for gaps and duplicates
Large record productions often arrive with missing pages, duplicates, and records out of order. This skill inventories every record, checks the set for completeness, and builds a chronology linked to each source record. It lists duplicates and out-of-order pages for your review and doesn't delete anything until you approve.
Create This Skill
Create a skill that reviews all medical records in this matter and produces an inventory and completeness check, a chronology linked to each source record, and a list of duplicate or out-of-order records. It shouldn't delete anything until I approve it.
Draft Templates
Draft documents from a prompt, or fill your firm’s own templates with details from the matter.
Get from a blank page to a first draft in minutes. Describe the document, and Clio Work drafts it from your matter’s facts and your jurisdiction’s law. Or turn your firm’s own documents into templates that fill in party names, dates, and terms from the matter.
Draft from a prompt
Draft a pre-suit demand letter for a car accident
Transactional
Draft a pre-litigation settlement demand letter for a motor vehicle negligence claim. Summarize liability, itemize economic and non-economic damages with supporting records, reference the applicable policy limits, and set a clear response deadline.
Write a final settlement report for your client
Transactional
Using the settlement documents, billing records, and matter notes in Clio Manage, write a final client report as a plain-language letter. Include a summary of the matter and resolution, the total settlement amount, a breakdown of fees, costs, and the net to the client, any post-settlement obligations, and next steps.
Build your firm templates
Contingency Fee Agreement
Every new injury client signs the same fee agreement, but the client, incident, and fee terms change each time. Upload your firm's agreement, and Clio Work turns the client name, incident date, incident type, and fee percentages into fields it fills from each matter. Then review the suggested rules so the court approval paragraph only appears when the client is a minor.
Letter of Representation
You send a letter of representation to the insurer on almost every new claim. Upload your firm's letter, and Clio Work turns the insurer, adjuster, claim number, insured, client, and date of loss into fields. Then review the suggested rules so the request for PIP or med pay benefits only appears when the client has that coverage.
Medical Records Request
Every case needs records and bills from each treating provider, so the same request goes out again and again. Upload your firm's request, and Clio Work turns the provider, patient name, date of birth, treatment dates, and authorization date into fields. Then review the suggested rules so the itemized billing request only appears when you haven't received the bills yet.
Visualizations
Visualizations make charts, calendars, and diagrams from your matter data.
Build the exact view you need, right when you need it. Describe it in plain language, and Clio Work builds an interactive tool from your matter data, such as a case chronology or a settlement calculator. Download it and share it with clients and colleagues.
Chart treatment from injury to recovery
Treatment records come from many providers, so it's hard to see the full course of care or spot the gaps an adjuster will question. This timeline lays out every visit, provider, diagnosis, and procedure from the date of injury, and flags any gap in treatment longer than 30 days. Use it when preparing a demand or getting ready for a deposition.
Create This Visualization
Using visualizations, create an interactive timeline of every visit, provider, diagnosis, and procedure from the date of injury, flagging any gap in treatment longer than 30 days. Use the medical records in this matter.
Show treatment gaps against case milestones
Gaps in treatment can tell a different story than the medical records alone. This timeline overlays every visit with key litigation events, such as when suit was filed or a deposition was scheduled, so you can see when treatment stopped and restarted around those dates. Use it to test causation and credibility arguments, and to show a jury the pattern in one visual.
Create This Visualization
Using visualizations, create an interactive timeline of the plaintiff's medical treatment from the date of injury. Show each visit, provider, and type of care, and highlight every gap in treatment longer than 14 days. Overlay the key litigation events, including the claim date, demand, suit filing, depositions, independent medical exams, and mediation. Flag any treatment that resumes within 30 days before a litigation event. Use the medical records and case file in this matter.
Show medical bills by provider
Bills, payments, and adjustments are spread across statements from every provider. This chart shows the amounts billed, paid, adjusted, and still owed for each provider, with any liens noted. Use it to total your medical specials for a demand and to see which balances need to be resolved before settlement.
Create This Visualization
Using visualizations, create an interactive chart of charges by provider showing the amounts billed, paid, adjusted, and still owed, with any liens noted. Use the medical bills and lien notices in this matter.
Show how a settlement divides
Clients want to know what they'll actually take home. This chart shows how the settlement divides into the attorney fee, case costs, each lien, and the client's net recovery. Use it in client meetings when reviewing an offer or explaining the final disbursement.
Create This Visualization
Using visualizations, create an interactive chart showing how the settlement breaks down into the attorney fee, costs, each lien, and the client's net recovery. Use the settlement amount, fee agreement, case costs, and liens in this matter.
Break down damages for a demand
A strong demand ties every dollar to a source. This chart breaks down past and future medical expenses, lost wages, and non-economic damages, with the source for each figure and a running total. Use it when building a demand package or preparing for mediation.
Create This Visualization
Using visualizations, create an interactive chart of past and future medical expenses, lost wages, and non-economic damages, with the source for each figure and a running total. Use the medical records, bills, and wage records in this matter.
Reconstruct the accident on a timeline
Police reports, witness statements, and photos often tell slightly different stories about the same accident. This timeline lays out what happened, minute by minute, with the source for each event, and flags where the accounts conflict. Use it on liability disputes, especially before depositions or when responding to an adjuster's denial.
Create This Visualization
Using visualizations, create an interactive timestamped timeline of the accident and what happened right after, noting the source for each event and flagging any conflicting accounts. Use the police report, witness statements, and photos in this matter.
Walk your client through the claim timeline
Injury clients often wait months without a clear picture of where their claim stands. This timeline shows the incident, treatment, claim milestones, negotiations, and upcoming case events in order, with a next steps panel. It leaves out work product, settlement authority, and internal strategy, so you can share it with the client.
Create This Visualization
Using visualizations, create an interactive Injury Claim Recovery Timeline from the records in this matter. Show the incident, treatment dates, diagnostic tests, provider visits, claim milestones, negotiations, and scheduled case events in order. Add filters for medical, insurance, litigation, and upcoming events, let users click any event for details, and include a next steps panel. Don't include work product, settlement authority, or internal strategy notes.
Build a case overview diagram for litigation prep
Before trial, the team needs one view of what is alleged, what witnesses said, and what experts concluded. This diagram puts the core incident at the center with a labeled branch for each category of evidence. It keeps allegations, testimony, expert opinions, and disputed issues visibly separate, without implying liability has been decided.
Create This Visualization
Using visualizations, create a professional, non-graphic case overview diagram titled [matter name]. Place the [core incident] at the center and create a separate branch for each of [key categories]. Distinguish allegations, witness testimony, expert opinions, and disputed issues with clearly labeled categories. Use restrained navy, gray, and teal colors, readable text, and a clean legal presentation layout. Do not depict any injured person, invent evidence, or imply that liability has been decided.
Diagram a vehicle collision stage by stage
Police reports, intake notes, and witness statements each describe a crash in their own terms. This diagram shows reported vehicle positions, directions, and the witness location at the approach, contact, and after-impact stages. Every detail links to its source record, and anything illustrative, such as lane geometry, is flagged instead of drawn as fact.
Create This Visualization
Using visualizations, create an interactive stage-by-stage diagram of this motor vehicle collision, with tabs for approach, contact, and after impact. Use the police report, intake notes, and witness statement in this matter. Show reported vehicle positions, directions, and the witness location at each stage. Cite the source record behind every detail in an evidence panel. Flag anything illustrative or unconfirmed, such as lane geometry or exact coordinates, instead of presenting it as documented fact.
Turn a medical chronology into a visual for the client
Medical chronologies usually live in spreadsheets that clients find hard to follow. This visual chronology lays out every visit, test, and treatment from the records on the matter in date order. It gives the client and the case team the same clear picture of the course of care.
Create This Visualization
Using visualizations, create an interactive medical chronology from the medical records in this matter. Show each visit, test, diagnosis, and treatment in date order, grouped by provider. Link each entry to the record and page it came from, and flag gaps or conflicting entries. Keep the layout simple enough to share with the client.
Summarize every injury matter by stage for leadership
Firm leaders want a portfolio view without someone pulling data by hand. This summary shows every personal injury matter, the stage it is in, and the next steps needed. It is built to present to a board or a non-attorney operations lead.
Create This Visualization
Using visualizations, create an interactive summary of all my personal injury matters. Show which stage each matter is in, the number of matters at each stage, and the next steps needed for each one. Make it clean enough to present to my board.
Docket
Docket searches federal and state court dockets and tracks the cases you follow.
Search US federal and state court dockets without leaving Clio Work. Track the cases that matter to you and get alerts when something new is filed. Research how a judge has ruled on similar motions before your next hearing.
Monitor a high-volume caseload
Track every active case so an alert surfaces across the full book and nothing slips.
Capture a filing the day it posts
Download and save the document to the matter folder automatically.
Check the docket before a status conference
Open the register of events to see what has happened and what is upcoming.