MoveDocs + Clio

Client Details Automatically Pre-Populated for Scheduling Ease

Eliminate data entry time and errors using the MoveDocs “Schedule New Treatment” in your client’s Clio Matter.

Receive bills, records, and payoff documents will be imported directly into the Documents section of your client’s case file.

Get the latest care updates – from request, to patient scheduled, to patient seen – through email notices and notes that’ll show up in the Notes section of your client’s Clio case file.

Get a detailed audit trail of your client’s journey to recovery in MoveDocs within Clio Matters Notes feed.

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Get one-click access to a growing database of medical providers* who accept personal injury patients, so you can help clients find a care option near them. 40+ specialties, virtual care, non-English language options, and more.

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Get bills, records, and payoff documents delivered in near real-time directly to your Clio case file from healthcare providers, experts, and other service partners on the MoveDocs platform.

Generate balance requests to prepare for demands and request payout amounts at settlement – know where the case medicals stand, so there are no surprises after settlement.

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