Clio Manage Integration
Personal Injury AI for Clio Manage
Send a matter's records from Clio Manage to Legalyze.ai and get a cited medical chronology, a medical billing summary, and a demand in hours, not days.
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Clio Manage x Legalyze.ai
A two-way connection between Clio and Legalyze
Clio Manage- Matters
- Medical records
- Bills and case files
- Cited medical chronology
- Case chat with page references
- Billing summary and demand
How it works
From Clio matter to finished case work in three steps
Connect Clio Manage
Link your firm's Clio Manage account to Legalyze, so the two can share case documents.
Send the matter's records
Pick a matter and send its medical records to Legalyze. No downloading, merging, or re-uploading PDFs.
Get the chronology in Clio
Legalyze builds the chronology, billing summary, and demand in hours, and sends the chronology and your case chats back to the matter.
What you get back
Chronology, billing summary, and demand from one upload
Medical Chronology · Mockridge v. Ford
Sample case · fictional data
- 03/08/2025Emergencyp. 4–31
Transported by EMS after a motor vehicle collision. CT imaging and a 4-0 nylon repair of a 2.5 cm left forearm laceration.
Cottonwood General Hospital
- 03/08/2025Radiologyp. 112
Cervical CT: straightening of the lordosis and mild C5–C6 disc height loss.
Great Plains Radiology Associates
- 03/10/2025Urgent Carep. 188
New-patient evaluation for left knee pain; 1–2 view knee X-ray performed.
Lincoln Road Urgent Care
- 03/12/2025Physical Therapyp. 402
PT initial evaluation for neck and low back pain; plan of care 2x/week for 8 weeks.
Cedar Ridge Physical Therapy
- Built from 1,920 pages of records, including handwritten notes.
- Every visit dated, summarized, and cited to its source page.
- Also builds the medical billing summary and a cited demand letter.
Built for injury law firms on Clio
Everything Legalyze does, starting from your Clio matter
Medical Chronology
Every visit dated, summarized, and put in order from thousands of pages of records
Medical Billing Summary
Bills, payments, and balances totaled by provider, ready for your specials
Demand Letters
Draft a cited settlement demand, plus motions and letters, for attorney review
Cited to the Source
Every medical event, charge, and fact links back to its source page
Case Chat AI
Ask questions about your case and get answers with page references
Handwriting & Scans
Reads handwritten notes, scans, images, PDFs, and spreadsheets
Your clients' records stay protected
Legalyze is HIPAA compliant: BAAs and zero data retention agreements with our AI providers, encrypted data, third-party penetration testing, and no training on your data.
Money-Back Guarantee
“Legalyze has several features available for streamlining case reviews, with the medical chronology being especially helpful in consolidating hundreds of pages of records into a CSV file that can be filtered and categorized as needed. I really appreciate how they value their customers’ feedback and implement it into their services and I am most impressed with how responsive they are to any questions I have.”
Linea B.
COO & Case Manager
Review thousands of pages of medical records in hours, not days
Fall Sale
Ends November 30
$199/ case
Save $100 per case
Start by November 30 and pay $199 per case instead of $299.
One flat price per case. Everything included.
Upload a case and everything below is included, for everyone at your firm.
- Unlimited AI chat with your case documents
- Medical chronologies with page-level citations
- Medical billing summaries
- Demand letters drafted from your records
- Case analysis reports
- Unlimited users, with no per-seat fees
Money-Back Guarantee
Money-back guarantee on your first case
If Legalyze isn't the right fit after your first case, tell us and we'll refund it.
FAQs
Frequently Asked Questions
Does Legalyze integrate with Clio?
Yes. Legalyze integrates with Clio Manage. Documents on a matter are sent from Clio Manage to Legalyze, and Legalyze sends medical chronologies and case chats back to the matter in Clio Manage.
What does Legalyze send back to Clio Manage?
Legalyze sends the medical chronologies it builds and your case chats back to the matter in Clio Manage, so the work product lives with the rest of the case file.
Do I have to download files from Clio and upload them to Legalyze?
No. The integration sends the matter's documents from Clio Manage to Legalyze for you, so there is no downloading, renaming, or re-uploading of PDFs.
Is the Clio integration HIPAA compliant?
Yes. Legalyze is HIPAA compliant, with business associate and zero data retention agreements in place with our AI providers. Data is encrypted, our AI never trains on your data, and the platform has passed a third-party penetration test.
Can I try Legalyze risk-free?
Yes. Your first case is covered by our money-back guarantee. If Legalyze isn't the right fit, tell us and we'll refund it.
How much does Legalyze cost?
$199 per case, including unlimited AI chat, medical chronologies, medical billing summaries, demand letters, and case analysis reports, plus unlimited users and a money-back guarantee on your first case. Fall Sale: firms that start by November 30, 2026 pay $199 per case instead of the regular $299.
Is Legalyze.ai secure?
Yes, Legalyze.ai has undergone an extensive third-party security pentest. This report is available upon request. All data in the system is encrypted.
Are the AI models trained on my data?
Our AI models do not train on your data, and we have business associate agreements in place with the AI providers.
Where is my data stored?
Your data is stored securely and encrypted on servers under Legalyze.ai's control.
Legalyze.ai
Find what matters in the medical records
Turn thousands of pages of medical records into critical insights. Surface missing records, prior injuries, and inconsistencies before the other side does.
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