Practice management · Conceptual workflow
Clio + NORBU
Clio remains the system of record for the matter. NORBU handles the mechanical work of turning the medical record set into a defensible demand package.
Case management system
NORBU ingests case records
Demand intelligence
Demand package
Return to case file
Workflow
How the Clio workflow fits.
Step 01
Matter documents collected
Medical records, bills and supporting evidence attached to the matter form the upload.
Step 02
NORBU analyzes
The file is sequenced into a chronology with damages reconciliation and readiness scoring.
Step 03
The team reviews
Open issues are resolved before the demand leaves the firm.
Step 04
Package filed to the matter
The exported package is stored back against the Clio matter.
Important
- NORBU is not affiliated with, endorsed by, or a certified partner of Clio.
- Clio is a trademark of its respective owner.
Other systems
NORBU Demand provides analytical support for counsel. It does not determine legal value, predict settlement outcomes, or provide legal advice. Every observation is presented for attorney review.
Add demand intelligence to your stack.
No migration. The review layer runs alongside your case file.