Clio Work for Workers' Compensation
Pick a task, copy the prompt, and run it on your matter in Clio Work.
Prompts
Legal Research
Summarize the workers' compensation framework
Transactional
How does the workers' compensation system work, including who's covered, what counts as a compensable injury, the exclusive remedy rule, and exceptions for intentional employer conduct? Cite the controlling statutes and leading cases.
Check the rules for approving a settlement
Transactional
What are the requirements for a valid workers' compensation compromise and release? Explain the approval process, adequacy standards, how future medical treatment is handled, and Medicare Set-Aside obligations under CMS thresholds, and cite the controlling statutes and guidance.
Confirm injury reporting deadlines
Transactional
What are the reporting requirements for a workplace injury, including employee reporting deadlines, the employer's first report of injury, carrier filing requirements, and penalties for late reporting? Cite the controlling statutes and regulations.
Check the causation standard for cumulative trauma
Litigation
What causation standard applies to a cumulative trauma injury in a workers' compensation claim? Explain how the evidence is weighed, especially when the treating physician and an independent medical examiner disagree, and cite the leading cases.
Lay out the litigation timeline
Litigation
What is the timeline for a contested workers' compensation case? Walk through mandatory dispute resolution, hearing procedures, evidentiary standards, and appellate review in order, with key deadlines, and cite the controlling statutes and rules.
Check the rules for impairment ratings
Litigation
How are permanent disability ratings determined in workers' compensation? Explain which edition of the AMA Guides applies, how conflicts between treating physicians and IMEs are resolved, and how apportionment for pre-existing conditions works, and cite the leading cases.
Document Analysis
Summarize a medical records package
Transactional
Summarize this medical records package, including diagnosed conditions, treatment course, work restrictions, the maximum medical improvement date, and physician opinions on causation, permanent impairment, and future medical needs. Provide source references for each item.
Review a compromise and release
Transactional
Review this compromise and release for adequacy, including the consideration paid, future medical treatment, carrier and Medicare lien obligations, and Medicare Set-Aside allocation. Provide a table with the provision, issue, risk, and recommended change.
Pull key terms from a settlement
Transactional
From these settlement agreements, extract the claimant name, date of injury, body parts released, settlement amount, attorney fees, future medical waiver, MSA allocation, and lienholders. Provide a table with one row per agreement.
Break down the claims in a petition
Litigation
From this workers' compensation petition, extract the claimed injuries, exposure dates, body parts, disability rating, disputed benefit types such as TTD, TPD, PPD, and PTD, compensability issues, and the carrier's basis for denial. Provide the results as a table with references.
Pull treatment and benefit dates from medical records
Litigation
From these medical records, incident reports, and claim correspondence, extract the injury date, first treatment, MMI date, return-to-work dates, and TTD and TPD payment periods. Build a hearing chronology with a source for each entry and flag any gaps.
Summarize each provider's findings
Litigation
From these medical records, extract the provider name, treatment dates, diagnoses, causation statements, work restrictions, MMI date, impairment findings, and future medical recommendations. Provide a table with source references.
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.
Turn a scheduling order into deadlines and tasks
Turns an uploaded scheduling order into calendar entries, deadline tasks, and a client email.
Create This Skill
Create a skill that, when a scheduling order is uploaded, adds the trial and mediation dates to the firm calendar, creates a task for each deadline with a reminder 10 days before, and drafts a client email with the dates for my review.
List every provider the client has seen
Lists every facility, provider, and pharmacy the client has seen, with names and addresses.
Create This Skill
Create a skill that, when I ask for a providers list on a workers' compensation matter, builds a table of every facility, medical provider, and pharmacy the client has seen, with names, addresses, and dates of service.
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 light-duty offer letter
Transactional
Draft a light-duty offer letter to the claimant describing the modified duties, physical restrictions, hours, pay rate, start date, and the consequences of refusing the offer. Keep the tone clear and professional and use placeholders for case-specific details.
Draft a brief opposing a cumulative injury claim
Litigation
Draft a brief for the employer arguing that a cumulative back injury claim isn't compensable and that apportionment applies, because an IME found pre-existing degenerative disc disease is the primary cause. Address the causation standard and how the medical opinions should be weighed.
Build your firm templates
Letter of Representation to Carrier
Notifies the carrier that the firm represents the injured worker. Upload your firm's version, and Clio Work turns the carrier, adjuster, claim number, employer, date of injury, and body parts into fields it fills from each matter. Then review the suggested rule that adds the request for temporary disability benefits only when the client is off work.
Claim Petition
Starts each claim from the firm's standard petition. Upload your firm's version, and Clio Work turns the claimant, employer, carrier, date of injury, body parts, and benefits sought into fields it fills from each matter. Then review the suggested rule that adds the penalty request only when benefits were paid late.
Compromise and Release Agreement
Fills the firm's settlement agreement with claim and payment terms. Upload your firm's version, and Clio Work turns the claimant, employer, carrier, settlement amount, and attorney fees into fields it fills from each matter. Then review the suggested rule that adds the Medicare set-aside section only when the claimant is on Medicare or expects to be within 30 months.
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.
Lay out a claim timeline
Lays out a claim from injury through benefits and hearings.
Create This Visualization
Using visualizations, create an interactive timeline of the injury, report, first treatment, benefit payments, IME, MMI, and hearing dates, with the source document noted for each event and upcoming dates highlighted. Use the claim file in this matter.
Summarize benefits paid
Shows each type of benefit paid over time.
Create This Visualization
Using visualizations, create an interactive chart of TTD, TPD, PPD, and medical benefits paid by month, and flag any gaps or underpayments. Use the payment records in this matter.
Summarize medical treatment
Shows each provider, treatment, and work restriction in one view.
Create This Visualization
Using visualizations, create an interactive table and timeline of each provider, treatment, diagnosis, and work restriction, highlighting every change in work status. Use the medical records in this matter.
Compare impairment ratings
Compares impairment ratings from each physician.
Create This Visualization
Using visualizations, create an interactive side-by-side chart comparing the impairment ratings, causation opinions, and work restrictions from the treating physician and each IME, with the differences highlighted. Use the medical reports in this matter.
Break down a settlement's value
Shows how a settlement is built from benefits, medical, and fees.
Create This Visualization
Using visualizations, create an interactive chart breaking down a proposed settlement into indemnity, future medical, MSA allocation, liens, and attorney fees, with the client's net amount. Use the claim data in this matter.
Show an injured worker's case on one dashboard
Combines medical history, work limits, claim progress, evidence gaps, and next steps in one view.
Create This Visualization
Using visualizations, create an interactive injury and benefits case dashboard from the uploaded records for one client in this matter. If there is more than one related claim, such as workers' compensation, personal injury, and Social Security, show how they connect while keeping facts, statuses, and deadlines separate. Show medical history, functional limitations, claim progress, evidence gaps, and next actions so the attorney can understand the case quickly.