MDL Match + Clio Manage
That intake call about stomach problems after a weight loss drug? It could be a $10K-$50K mass tort referral. MDL Match catches it — automatically, inside Clio, before you even look at the file.
MDL Match + Clio Manage
That intake call about stomach problems after a weight loss drug? It could be a $10K-$50K mass tort referral. MDL Match catches it — automatically, inside Clio, before you even look at the file.
Connect your Clio account
Click 'Connect Clio' in the dashboard. Authorize in Clio. Done in 30 seconds.
Import or auto-screen
Bulk-import your open matters with one click. Or toggle auto-screen — every new matter gets caught the moment it's created.
AI validates the match
Notes, custom fields, and PI data are searched against 158+ active MDLs. AI checks qualifying criteria and filters false positives.
Results show up in Clio
Match status, top MDL, confidence score — right on the matter as custom fields. Click through for the full analysis with AI reasoning.
The triage layer between Clio and everything else
Auto-screen on intake
New matter created in Clio? Screened instantly. No manual step, no delay. When case facts get updated, we re-screen automatically.
Bulk-screen your caseload
One click imports every open matter. We pull notes, custom fields, and PI data — not just the 255-character description. Your whole caseload screened in minutes.
6 data sources per matter
Description, practice area, matter notes, custom fields, medical records, damages. More context means better matches — and fewer false positives.
Results appear in Clio
Match status, top MDL, confidence score, and a link to the full analysis — right on the matter as custom fields. Your team never leaves Clio.
Bank-grade security
OAuth 2.0 — we never see your password. Tokens encrypted with AES-256-GCM. Webhook payloads signed and verified. Disconnect with one click.
No duplicates, no noise
Every matter tracked by ID. Re-syncing skips cases you've already screened. Updates only re-screen when the underlying facts actually changed.
We read the whole file, not just the label
Clio's matter description is ~255 characters. You can't match a mass tort with a sentence. We pull from 6 data sources per matter to build the full picture.
Matter notes are the richest source — intake narratives, case facts, attorney observations. We combine that with custom fields, medical records, and damages data from Clio's PI module. More context, better matches.
Data sources per matter
Matter description
Short case summary
Practice area
Category of law
Matter notes
Intake notes, case narratives — richest source
Custom fields
Firm-specific: injury type, product, drug name
Medical records
Treatment details, providers (PI plans)
Damages
Damage descriptions, types, amounts
Results on the matter. No tab-switching.
After screening, four custom fields appear on the matter in Clio. Your attorneys see them without opening another tool.
MDL Match Status
Matched (2 MDLs)
Top MDL Match
MDL-2885
Match Confidence
92%
Match Details
View full analysis
Your firm's data stays locked down
We never see your Clio password. Tokens are encrypted at rest with AES-256-GCM. Every webhook payload is signed and verified. Disconnect with one click — tokens revoked immediately.
OAuth 2.0
No password stored
AES-256-GCM
Encrypted tokens
HMAC-SHA256
Webhook verification
One-click
Disconnect anytime
Your next intake could have a mass tort hiding in it.
Screen it against 158+ active MDLs. Takes under 60 seconds.
Your next intake could have a mass tort hiding in it.
Screen it against 158+ active MDLs. Takes under 60 seconds.
Start matching now