Medical Records Retrieval & Chronology for Immigration Paralegals with Clio Grow
The Problem
Family-Based Immigration cases need medical records from 8 providers, and each one sends 400 pages in a different format — the chronology is a week of paralegal time per matter.
What We Build in Clio Grow
AI requests records via HITECH, ingests them into INSZoom, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
Clio Grow Integration Approach
Audit your Clio Grow configuration
We map the specific Clio Grow objects, custom fields, and workflows the automation needs to touch for your family-based immigration practice.
Build on the Clio Grow API or agent
Integration happens inside Clio Grow — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Clio Grow with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Clio Grow instance
30-minute call. We'll look at your actual Clio Grow setup and show exactly how this workflow fits.