Comparison
OraClaim and Clio Work for insurance defense
OraClaim is a Clio partner. We integrate deeply with Clio and with the other platforms our clients already rely on to manage their cases and documents.
Many of the defense teams we work with use Clio Work too, so we put together this chart to show how the two fit together, where they overlap, and where OraClaim goes further for insurance defense work.
- Built for it
- Partial or general-purpose
- In development
- Not offered
| Feature | OraClaim | Clio Work |
|---|---|---|
| Who it’s built for | ||
| Practice focus | Built for it: Insurance and litigation defense only. | Partial or general-purpose: Every practice area, from solo firms to enterprise. |
| Workflows for high-volume defense workRepeatable work product for the matters a defense team handles every week. | Built for it: Defense workflows ready on day one. | Partial or general-purpose: General drafting and analysis; you save your own methods as Skills. |
| A defense-only environmentWho else is on the platform, and whose data sits alongside yours. | Built for it: Sold only to the defense side. No plaintiff firms. | Not offered: Sold to firms on either side of a case. |
| Working alongside Clio | ||
| Clio partnershipOraClaim is a Clio partner and connects directly to Clio. | Built for it: Clio partner with a direct integration. | Built for it: Clio Manage stays your system of record for matters and documents. |
| Load matters with OraSyncOraSync, our desktop tool, loads a new matter into OraClaim and Clio in one step. | Built for it: OraSync sets up the matter in both systems at once. | Built for it: New matters land in Clio with no double entry. |
| Matters kept in syncAs a matter changes, OraSync keeps both systems up to date. | Built for it: OraSync keeps OraClaim and Clio in step as the matter moves. | Built for it: Clio stays current without anyone re-keying updates. |
| Carrier guidelines | ||
| Work product aligned to carrier guidelinesReports, budgets and status letters built to each carrier’s guidelines, templates and reporting schedule. | Built for it: Out of the box, with custom builds for each new firm and carrier at onboarding. | Partial or general-purpose: Possible only if your firm builds and maintains it. |
| Maintained carrier guideline libraryGuidelines kept current as carriers issue new versions. | Built for it: A growing library, updated as carriers publish. Included at no extra cost. | Not offered: Not offered |
| Billing | ||
| Prebill and audit analysisChecks time entries against carrier billing rules before invoices go out, and supports the response when they are audited. | Built for it: Flags what can and can’t be billed and suggests compliant descriptions. | Partial or general-purpose: Clio Manage handles time and invoicing, but doesn’t check carrier rules. |
| Alternative fee proposalsTurns billing history into hybrid and fixed-fee proposals for carriers. | Built for it: Models hybrid fee structures from your own billing data. | Not offered: Not offered |
| Data-driven decisions | ||
| Historical case analysisUses the firm’s and the client’s past matters to inform strategy on the current one. | Built for it: Draws on firm and client outcome history. | Partial or general-purpose: Analyzes the documents in a matter, not outcome history. |
| Defense settlement dataAccess to the DRI settlement database, built by and for the defense bar. | In development: DRI partner. Database launching late 2026. | Not offered: Not offered |
| Fair-value decision treesQuantifies settlement options around the claim’s fair value, cutting excess without chasing the lowest number and the bad-faith risk that comes with it. | Built for it: Shared decision trees for firms and carriers. | Not offered: Not offered |
| Working with carriers | ||
| Carrier-side viewA secure, permissioned view where adjusters and claims professionals work alongside counsel. | Built for it: Built for claims professionals and carrier reporting. | Partial or general-purpose: General client portal through Clio Manage. |
| Claims system integrationDirect connections to carrier claims management systems for files heading into litigation. | In development: Integrations underway. | Not offered: Not offered |
| Security and complianceControls for privileged material and carrier data requirements. | Built for it: Designed around carrier and panel counsel requirements. | Built for it: Enterprise certifications, including SOC 2 and ISO 27001. |
| Metrics carriers care about | ||
| Client-level trackingReporting across every matter for a single carrier or client. | Built for it: Every matter, rolled up by carrier and client. | Partial or general-purpose: Financial and matter reports from Clio Manage. |
| Cross-matter analysisPatterns across a book of matters, not just one file. | Built for it: Compares strategy and outcomes across matters. | Partial or general-purpose: Document analysis, one matter at a time. |
| Team tracking and performanceHow each attorney and team performs on the measures below. | Built for it: By attorney, team and office. | Partial or general-purpose: Billable hours and productivity, not outcomes. |
| Cycle time | Built for it: Tracked by matter, attorney and carrier. | Not offered: Not offered |
| Guideline alignmentHow completely work product meets each carrier’s requirements. | Built for it: Scored on every deliverable. | Not offered: Not offered |
| Resolution cost | Built for it: Expected and actual cost to resolve each claim. | Not offered: Not offered |
| Outcome-based metricsWhether claims are resolving at fair value, not just cheaply. | Built for it: Measured across matters and carriers. | Not offered: Not offered |
Based on publicly available product information as of October 2026. Clio Work is a trademark of its owner. Products change quickly; if something here is out of date, tell us and we’ll correct it.
