Smart Med Records — Smart records, stronger outcomes
One case-intelligence platform

See the chronology in minutes. Trust the final in court.

Instant AI drafts give your team answers now. Licensed medical reviewers verify, refine, and certify the court-ready final—all in one secure workspace.

Secure medical records transformed into a source-linked chronology and verified by a physician for legal use
Source-linked · Physician verified
From chronology to proofFaster draft. Human-reviewed final.
01
Expert foundation

Core medical-legal services

Human expertise remains the foundation: clear, defensible review and documentation for every kind of matter.

Medical Record Review

Thorough, attorney-ready review of the complete medical file by trained specialists.

Medical Chronology

A clear chronological record of every treatment, diagnosis, procedure, and provider visit.

Narrative Summary

A readable narrative that turns dense medical files into a clear, defensible case story.

Demand Letter Support

Medical documentation and structured summaries built to support strong demand letters.

Deposition Summary

Concise deposition summaries organized around testimony, contradictions, and page references.

Medical Billing Summary

Itemized summaries of charges, codes, and billing across every provider.

Physician Review

Independent physician review for added clinical insight, accuracy, and credibility.

Expert Medical Opinions

Specialty-matched medical opinions that strengthen case evaluation and causation analysis.

Record Retrieval

Managed retrieval directly from providers and facilities, with request and gap tracking.

02
Speed with accountability

AI-powered case intelligence

AI handles the first pass, links every insight to its source, and directs reviewers to the facts that deserve attention. Human verification stays built into the workflow.

Key differentiator

Instant AI Draft

See a usable chronology or summary draft in minutes while licensed review continues.

AI Medical Chronology

Extract dates, providers, diagnoses, procedures, and treatment events into a source-linked timeline.

AI Narrative Summary

AI-drafted narrative summaries refined by human reviewers for accuracy and readability.

AI Demand Letter Draft

Generate a structured first-pass demand letter directly from the verified case record.

AI Medical Timeline

Explore the complete course of care using provider, diagnosis, procedure, and date filters.

AI Document Chat

Ask natural-language questions and receive answers with exact document and page citations.

Semantic Search

Search thousands of pages by clinical meaning instead of relying on exact keywords.

Missing Record Detection

Automatically surface unexplained date gaps and likely missing provider records.

Duplicate Record Detection

Identify redundant documents and repeated pages before they inflate review time.

OCR Quality Check

Flag unreadable, rotated, incomplete, or low-confidence scanned pages automatically.

Medical Entity Extraction

Extract diagnoses, medications, providers, procedures, ICD/CPT codes, and facilities.

Treatment Gap Detection

Identify and cite gaps in a client’s course of treatment for reviewer attention.

Red-Flag & Causation Highlighter

Surface pre-existing conditions, contradictions, intervening events, and causation issues.

Smart Source Linking

Every finding links back to the exact source page for rapid verification and defensibility.

03
One shared workspace

Case management and collaboration

Move the entire matter from email into a live portal where attorneys, paralegals, case managers, reviewers, and physicians work from the same record.

Secure Client Portal

One intuitive, encrypted workspace for case files, updates, drafts, and final reports.

Live Case Tracker

Follow Uploaded → AI Draft Ready → Under Medical Review → Final Delivered in real time.

AI Draft + Verified Final

Use the rapid AI draft internally, then receive a reviewer-certified court-ready final.

Attorney Collaboration

Share comments, redline requests, assignments, and notes without email chains.

Real-Time Messaging

Secure case-specific conversations keep attorneys, staff, and reviewers aligned.

Reviewer Workspace

Compare AI output and source records side by side with accept, edit, flag, and sign-off controls.

Order Progress Tracking

See milestones, deadlines, reviewer ownership, and expected delivery at a glance.

Case Memory

New records join the existing case context instead of forcing the analysis to restart.

04
Protected by design

Security, compliance and administration

Role-aware controls, traceable activity, encrypted workflows, and operational tools keep every matter protected and audit-ready.

HIPAA-Aligned Workflows

Protected-health-information workflows designed around confidentiality and minimum access.

Role-Based Access

Firm-level and user-level permissions ensure each person sees only what they should.

Complete Audit Logs

Track who viewed, uploaded, edited, approved, downloaded, or shared each item.

Digital Signatures

Reviewer sign-off and e-signature-ready exports are built into the delivery workflow.

Automated Invoicing

Generate accurate usage and case-based invoices directly from completed work.

API Integrations

Connect legal practice platforms, e-discovery tools, and record sources through secure APIs.

05
Operational clarity

Insights and reporting

Understand performance, quality, workload, and turnaround across the full caseload—without building a separate reporting process.

Analytics Dashboard

Monitor volume, productivity, turnaround, reviewer edit rates, and hours saved.

Client Satisfaction Reports

Capture feedback and track delivery quality across services, matters, and teams.

Reviewer Productivity

Measure verification speed, exception rates, workloads, and quality trends.

Clearly marked roadmap

What we’re building next.

These capabilities are planned or under evaluation and are not presented as currently available functionality.

Coming soon

Case Value Insights

AI-assisted case insights presented with attorney-facing disclaimers.

Coming soon

IME Coordination

Scheduling and workflow management for independent medical examinations.

Coming soon

Mobile App

Secure case access and updates from a dedicated mobile experience.

Coming soon

Multi-language Translation

Translation support for records, summaries, and case documentation.

Coming soon

Voice-to-Case Notes

Hands-free case notes captured directly by voice.

Roadmap

White-Label Portal

Enterprise firms can present the portal using their own approved branding.

From pages to proof

Put a live case workspace in front of your team.

Upload a sample record set and see the instant-draft and verified-final workflow in action.

Request a demonstration