From settled to closed.

The operating system for personal injury firms.

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The work after settlement

From settled to actually closed.

Liens, recovery vendors, evidence, payoffs, and disbursements, in one continuous workflow.

Closeout

UnitedHealthcare

Recovery status

Pending

Police report

Memorial Hospital

Charges

$24,680.00

Aetna recovery

Follow-up needed

Medical records

MRI report

RE: Payoff request

Follow-up #3

From: adjuster@carrier.com

Itemized charges

$18,472.55

FINAL PAYOFF.pdf

Optum

$8,200.00

LIEN TRACKER.xlsx

Last edited yesterday

Johnson v. Allstate

Settled · $185,000

ReadingMatchingChronologyBenchmarkDisbursing

Reading the file · every field

98% confidence

Memorial Hospital

Itemized bill · p.3

Medical bill

ProviderMemorial Hospital

Claim #MH-2024-8842

Date of service03 / 14 / 2024

CPT codes6 found

Billed$24,680.00

Every charge tied to a record

Defensible on audit

CPTTreatmentChargeStatus

99285ER visit · Memorial$2,180Cited

72148MRI · lumbar spine$3,940Cited

97110Physical therapy · 6$1,260Cited

99213Ortho follow-up$320Cited

4 / 4 charges supportedTotal charged$7,700

Medical chronology

Built from the records

Mar 14

Emergency dept · Memorial Hospital

p. 3

Low-back pain after motor-vehicle collision; lumbar strain.

Mar 22

MRI, lumbar spine · Radiology Assoc.

p. 7

L4–L5 disc protrusion, mild nerve-root impingement.

Apr 02

Physical therapy · Rehab Partners

p. 11

Supervised rehab begun; 6 sessions ordered.

Apr 28

Orthopedic consult · Dr. Patel

p. 14

Persistent radicular pain; conservative care continued.

May 10

Final visit · discharged

p. 18

Symptoms improved; maximum medical improvement.

Benchmark & negotiation

Blue Cross Blue Shield

Asserted lienOver benchmark$18,472

Accepted payoffWithin range$8,200

Medicare benchmark · $8,100 – $10,400

Reduction56%$10,272to your client

Disbursement

IOLTA · to the cent

BCBS TexasLien$8,200.00

Memorial HospitalLien$3,100.00

Attorney fee33.3%$61,600.00

Case costsAdvanced$4,753.00

Client net · disbursed$106,347.00Case closed

UnitedHealthcare

Recovery status

Pending

Police report

Memorial Hospital

Charges

$24,680.00

Aetna recovery

Follow-up needed

Johnson v. Allstate

Settled · $185,000

ReadingMatchingChronologyBenchmarkDisbursing

Reading the file · every field

98% confidence

Memorial Hospital

Itemized bill · p.3

Medical bill

ProviderMemorial Hospital

Claim #MH-2024-8842

Date of service03 / 14 / 2024

CPT codes6 found

Billed$24,680.00

Every charge tied to a record

Defensible on audit

CPTTreatmentChargeStatus

99285ER visit · Memorial$2,180Cited

72148MRI · lumbar spine$3,940Cited

97110Physical therapy · 6$1,260Cited

99213Ortho follow-up$320Cited

4 / 4 charges supportedTotal charged$7,700

Medical chronology

Built from the records

Mar 14

Emergency dept · Memorial Hospital

p. 3

Low-back pain after motor-vehicle collision; lumbar strain.

Mar 22

MRI, lumbar spine · Radiology Assoc.

p. 7

L4–L5 disc protrusion, mild nerve-root impingement.

Apr 02

Physical therapy · Rehab Partners

p. 11

Supervised rehab begun; 6 sessions ordered.

Apr 28

Orthopedic consult · Dr. Patel

p. 14

Persistent radicular pain; conservative care continued.

May 10

Final visit · discharged

p. 18

Symptoms improved; maximum medical improvement.

Benchmark & negotiation

Blue Cross Blue Shield

Asserted lienOver benchmark$18,472

Accepted payoffWithin range$8,200

Medicare benchmark · $8,100 – $10,400

Reduction56%$10,272to your client

Disbursement

IOLTA · to the cent

BCBS TexasLien$8,200.00

Memorial HospitalLien$3,100.00

Attorney fee33.3%$61,600.00

Case costsAdvanced$4,753.00

Client net · disbursed$106,347.00Case closed

01020304050607/ 07

Intake

Closeout Intelligence

Every file read on arrival. Closeout pulls the carrier, dates, providers, and amounts, and flags the liens hiding in the language, hours of skimming done in minutes.

Itemized line items pulled from every bill and EOB
Reimbursement and subrogation notices read, with amounts and remit-to extracted
Full-text search across any document
Liens flagged: Medicare, Medicaid, ERISA, hospital, provider

Explore Closeout Intelligence

Closeout IntelligencePull documents from Clio

Clio ▸ Johnson v. AllstatePull from Clio

Clio ▸ Johnson v. Allstate6 documents

Pull from Clio

Reading 6 documents…

MedRecords_MemorialHermann.pdfMedical records

ItemizedBill_MemorialHermann.pdfMedical bill

EOB_BCBSTX.pdfEOB

HospitalLien_MemorialHermann.pdfHospital lien

Subrogation_BCBSTX.pdfSubrogation notice

PoliceReport_HPD.pdfPolice report

Closeout complete

Settlement_Statement_signed.pdf

Pushing to Clio…

The platform

Everything after settlement, in one flow.

Every file read on arrival. Closeout pulls the carrier, dates, providers, and amounts, and flags the liens hiding in the language, hours of skimming done in minutes.
Explore Closeout Intelligence

Built exclusively for personal injury

Your CMS manages the case. Closeout finishes it.

Your CMSTo settlement

Intake & case opening
Treatment & records
Demand & negotiation
Deadlines & calendaring
Client communication

Closeout takes over

CloseoutTo closed

Lien identification & recovery
Subrogation tracking
Automate lien correspondence
Evidence & chronology
Electronic disbursement

The Closeout advantage

Everything after “settled,” handled.

One platform for the entire back half of a personal injury case.

Closeout

Closeout Intelligence

Liens

Every file read on arrival, and the liens hiding in the language caught.

Evidence & chronology

Cited

A dated medical chronology, every charge tied to the record that proves it.

Lien benchmarks

Medicare

Every CPT charge priced against fair value, so you see what's inflated.

Guidance by state

By state

The reduction argument that actually holds where the case lives.

Electronic Disbursement

IOLTA

Everyone reconciled to the cent and paid from your own trust account.

Ask Sol

Firm-wide

Ask one case, or your entire book of business, in plain English.

Closeout

Knowwhoto payKnowwhereto send itAutomatethe follow-upBenchmarkthe reductionKnow whatto negotiateClose withoutthe chase

Built for the confidentiality the law demands.

Read our security posture

AES-256 encryption, per-firm isolation with row-level security, HIPAA under a signed BAA, and a tamper-evident audit trail of every action. SOC 2 Type II is underway, and your data is never used to train AI models. Built for the confidentiality demands of a personal injury practice.

HIPAA

In place

PHI is handled as a business associate under a signed Business Associate Agreement, with controls aligned to HIPAA.

SOC 2 Type II

In progress

Built to SOC 2 standards, with an audit engagement underway. We are not yet certified; our posture is available under NDA.

Encryption

Always on

AES-256 at rest and TLS 1.2+ in transit, applied to every document and record by default.

US data residency

By default

Hosted on Amazon Web Services in the United States, on managed, hardened services.

The last mile of the case

The case settled. Now finish it.

Closeout brings every moving part after settlement together in one place, so your team can close with confidence and get the client paid.

Talk to our team

Case progress

Johnson v. AllstateSettled

Documents processed

Liens identified & reviewed

Negotiations completed

Payoffs verified

Disbursement preparedReady

Case ready to close

All obligations resolved. File ready.