Tool 095

Personal-Injury Medical and Damages Ledger

Record source-backed medical expenses and payments, keep currency totals separate and review lien references outside expense totals.

What it does today

Session-only human-reviewed source ledger with exact cent arithmetic, currency-separated totals, paid/outstanding recorded amounts, source pages and lien references excluded from expense totals. Import, extraction, lien priority, valuation and medical/legal conclusions remain pending.

How to use

In Clio, open Matterevo and choose Personal-Injury Medical and Damages Ledger from the Tool Library. Use the search box or the Practice workflows family filter to find it.
Select the records you want to work on.
Set the change you want to make.
Review the planned change for each record. Nothing is written to Clio until you confirm.
Confirm, then check the results list for any record that was skipped or failed.

Before you rely on it

Consolidate providers, treatment dates, bills, liens, specials, and damage categories. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.