Close cases without the malpractice exposure.
Before you disburse, Closeout proves every lien and payoff against the documents, protecting your trust account and your license.
Bayshore Regional Medical Center
Claimed
$24,815
4 line items
Prescription benefits
$780
Outpatient PT · 8 sessions
$4,213
MRI follow-up imaging
$1,420
Inpatient hospitalization
$18,402
Walgreens Pharmacy
page 15
Houston PT Associates
page 12
No supporting document
Review before disbursement
Bayshore Regional Medical Center
page 8
What Closeout catches
The mistakes that expose your firm.
Subro Intelligence
Negotiate from knowledge, not guesswork.
Most subrogation negotiations start from zero. Closeout pulls the carrier, plan type, ERISA status, and subrogation language out of any plan, then shows you that carrier's real history: subro contact, recovery vendor, response time, and the reductions they have accepted. Every settlement sharpens the next.
Learn more→Subro Intelligence
BCBS TexasSearch the database
BCBS
3 resultsBCBS Texas
ERISA · Self-funded · 142 settlements
BCBS Florida
Fully insured · 89 settlements
BCBS California
Self-funded · 67 settlements
Plan type
PPO
Group #
GRP-44218
ERISA
Self-funded
Subro language
Detected · §8.4
Lien Engine
The lien chase, off your desk.
Closeout puts every lien on one status board and moves it through its full lifecycle, identified, payoff requested, received, verified, paid. It reads each payoff letter as it arrives, pulls the amount and good-through date, and flags the payoffs that have gone stale. Every figure ties back to its source document, and nothing is marked verified until your team confirms it.
Learn more→Lien Engine · Johnson v. Allstate
Auto-runningStatus board
Drag to update, every status change is logged
Identified
0Payoff Requested
0Payoff Received
2Bayshore Regional Medical Center
$87,413.33
Bayshore Industries Group Health Plan
$24,815.00
Verified
0Paid
0Lien Details
System of RecordBayshore Regional Medical Center
ProviderBayshore Industries Group Health Plan
Health InsuranceCloseout Copilot
Every case, one question away.
Ask why a case is stuck, where the pipeline is bottlenecked, which lien types take longest. The copilot knows every document on a case and every case in the firm, and answers from real data. The insight that closes this settlement sharpens the next.
- Per case: every document, lien, scenario, and note, queryable
- Firm-wide: pipeline, lien aging, workload across every case
Closeout Copilot
Three blockers:
- Medicare BCRC, no response in 28 days · 2nd request drafted
- Client W-9 missing, needed for IRS reporting
- Memorial Hospital, common-fund argument sent, awaiting reply
Six cases cleared. $487,910 to clients.
Johnson v. Allstate
$95,581Patel v. State Farm
$52,340Reyes v. Progressive
$112,400+ 3 more
CloseoutPay
Pay every lienholder and client, electronically.
Send funds straight to every lienholder, give clients one secure place to review and sign what they need, and keep each disbursement within your state's IOLTA rules.
- Pay lienholders directly from trust
- Clients review and sign in one place
- Follows your state's IOLTA rules
CloseoutPay
Johnson v. AllstateTransfer from
IOLTA Trust Account
Bank of America · ****4127
Attach to a lien
Memorial Hospital
Hospital lien · ACH ready
BCBS Texas
ERISA · ACH ready
Medicare (BCRC)
Government · paper check
Send payment to
From
IOLTA Trust · ****4127
To · Attached lien
VerifiedMemorial Hospital
Hospital lien · matches lien of record
Amount
$11,300.00
$11,300.00
Sent
to Memorial Hospital
ACH · Apr 30 · Confirmation #ACH-2401
Questions, answered.
What firms ask before moving settlement work to Closeout.
No. Closeout works alongside Clio. Matters, documents, and settlement information can be pulled into Closeout so your team can manage lien resolution, disbursements, and settlement review without changing case management systems.
Right away. The moment you open a matter in Clio, or your case management software, you can pull it into Closeout. The case and its documents come straight over and start processing: ingested, read, classified, and lined up for lien review. No data migration, no IT project.
Closeout creates a documented review process before settlement funds are distributed. Liens, payoffs, costs, and disbursements are traced back to supporting documents so attorneys can verify who gets paid, how much they are owed, and why, before money leaves trust.
No. Closeout is designed to support your team, not replace it. The platform identifies documents, extracts settlement data, tracks liens, and flags discrepancies, but attorneys and paralegals remain in control of approvals and final decisions.
Yes. Closeout is built for protected health information: encrypted in transit and at rest, isolated per firm, and recorded to a tamper-evident audit trail. AI runs under a HIPAA business associate agreement and is never used to train shared models.
It flags it instead of guessing. Unmatched liens, missing payoff letters, and discrepancies are surfaced for your team to resolve, and a disbursement is never finalized on data a person hasn't confirmed.
No. Clients review their settlement statement and sign through a secure link sent to their email, no accounts, no installs. Their identity is verified first, and they keep lasting access to their signed documents.
Insight that compounds
Gets better with every case.
Every lien you resolve, every correction your team makes, every settlement you close becomes data the system learns from: carrier response times, reduction rates, what actually works in negotiation. Your hundredth closeout is faster, and better-informed, than your first.
AI extracts and checks the law
Liens and amounts, verified against statute
User reviews and approves
Confirm, edit, reject
System learns from corrections
Improves accuracy
Next case is faster
Fewer touches, quicker closeout
Trust by design
Built like infrastructure.
Security and compliance are not features. They're the foundation every case rests on.
SOC 2 in progress
Working toward SOC 2 Type II.
Built to SOC 2 standards from day one. Audit engagement underway. Status available under NDA.
HIPAA Ready
Built for protected health information.
Medical records, payoff letters, conditional payment notices. Storage, access, and audit are HIPAA-aligned by default.
Full audit trail
Every action, accounted for.
Every upload, edit, lien decision, and disbursement logged with actor, timestamp, and full diff. When a closed case is questioned, the answer is already on file.
Why Closeout Exists
Plaintiff personal injury has historically ranked among the practice areas with the highest concentration of reported legal malpractice claims. The American Bar Association's Profile of Legal Malpractice Claims for 2012–2015 found it to represent the largest share of reported claims by practice area.
Yet the highest operational exposure often begins after settlement.
Liens still need to be resolved. Trust balances still need to reconcile. Every deduction still needs to be explained. Every payment still needs a defensible record.
Closeout helps firms move from settlement to disbursement with structure and confidence.
Resolve obligations. Document decisions. Release funds safely.
Source: American Bar Association Standing Committee on Lawyers' Professional Liability, Profile of Legal Malpractice Claims, 2012–2015 (American Bar Association, 2016).
Because a settled case is not a closed case.