A clear view of what is available — and what comes next.

Reads any format — PDFs, scans, faxes — into a clean text layer; imports straight from iManage.

Context-aware extraction of handwritten notes, intake forms, and margin annotations — structured, cited, searchable.

Complex medical tables (labs, med lists, billing grids) read by vision AI into structured, queryable rows.

Removes duplicate entries across merged provider files in 1 click, leaving one canonical record.

Detects pages from the wrong patient and quarantines them before analysis — privacy incident prevention.

DICOM-native ingestion, integrated PACS viewer, 3D reconstruction, findings flagged to the page.

Transcribes dictated audio into structured, cited text — the audio sibling of Handwritten Extraction.

Reads and translates foreign-language records with side-by-side original view — every translated line cites the original page.

Extracts clinical events into a color-coded timeline, every entry synced to its source page.

New record batches arrive pre-deduplicated, summarized, and flagged where they agree, conflict, or add.

Ask the record anything — 1 file or 1,000; multi-step investigative answers, every statement cited.

Plain-English semantic search over the whole file, every hit linked to its page.

Auto-categorized, source-linked lists of every diagnosis, medication, procedure, and provider.

Three answer modes — Evidence-Based, Interpretive, Extractive — every line cited.

An AI evaluation framework scores every output and traces citations end to end; unsourced claims get flagged and corrected.

Cross-references treatment history against the file and flags visits, providers, or date ranges that should exist but weren't produced.

Extracts ROM measurements and pain-scale ratings from every visit and lines them up across the file.

Follows one diagnosed condition across every visit that touches it and reads out a trend — worsening, stable, improving.

Extracts stated work/activity restrictions and return-to-work determinations, cited to source.

Every treating provider extracted and listed, specialty-enriched, on the Smart List engine.

Highlights, notes, and tags on record pages, shared across the team — every annotation pinned to its page, work product kept separate.

Surfaces explicit negatives and expected-but-undocumented facts, keeping 'not documented' clearly separate from 'did not happen.'

Extracts social, family, occupational, allergy, prior-accident, prior-surgery, and pre-existing-condition history into one evidence-linked profile.

Builds a dated trajectory of work status, functional limitations, rehab goals, assistive devices, and standardized outcome measures.

Rich-text report studio with inline citations, tracked changes, and your letterhead; DOCX export.

Jurisdiction- and line-specific templates; edit in-platform, export DOCX/PDF, deliver via API or SFTP.

Word and HTML exports with live hyperlinks back to every source page.

Configurable rules sort raw claim documents by date, provider, or category, then assemble IME/QME/MSA-ready packets in one click.

Prose-form case narrative, SOAP or plain-language, drafted from the same data as your summary reports.

Merges and sorts a raw batch of PDFs into one ordered file, on the packet builder's engine.

Generates a bookmarked PDF outline from the packet builder's existing sort rules.

Nine named litigation chart types as one template library on the report builder's engine.

Sequential Bates numbers + confidentiality legends, stamped automatically and held stable through dedup, sorting, and re-production.

Auto-detects PHI/PII, other-patient identifiers, and privileged content; suggests redactions for approval; produces a logged, redacted production set.

Color-coded, page-by-page deposition digest plus narrative summary — editable, cited.

Success and value ranges from comparable resolved cases — evidence-derived, work-product separated.

Drafts a cited, jurisdiction-ready demand letter straight from the record — diagnoses, treatment, billing, and future care, no blank page.

Runs chronology, extraction, and qualification criteria across an entire docket at once; flags bellwether candidates.

When near-duplicate pages differ, the delta is the finding — surfaces late amendments and altered entries, side by side.

Drafts topic-organized deposition question outlines from the digest and record — every question cited to the page it's built on.

Assembles a complete demand package, cited chronology, damages narrative, exhibit set, and a benchmark-supported value range, building on Settlement Demand Letter.

Builds likely cross-examination paths from inconsistencies, gaps, priors, and imaging ambiguity in the record, a rehearsal tool, not a script.

Compares the documented care timeline against the expected diagnostic and treatment pathway, flagging departures, labeled provisional until a clinician reviews.

Drafts the examiner's IME report from exam findings and the case record, via the report builder's engine.

Send any imaging study via expiring secure link — no discs, no software installs for the recipient.

Matches peer-reviewed literature and standard-of-care guidelines to the record's diagnoses, cited.

Drafts a cited life care plan by category and cost range from the record — ready for a planner's certification.

Scores case merit or standard-of-care deviation from flagged signals and matched literature — provisional until a professional signs off.

Blocks outcome valuation, settlement ranges, and advocacy-toned language from ever entering the evaluator's workspace.

Maps the causal chain from injury event through symptoms, imaging, treatment, priors, and alternative causes, cited at every link.

Reviews a drafted opinion for unsupported jumps, missing exam findings, thin causation, and overreach, the same scrutiny a deposing attorney would apply.

Generates a focused physical-exam checklist, targeted questions, and prior-treatment probes from the record before the exam starts.

Links causation statements in a drafted opinion to matched peer-reviewed literature, always shown apart from the record's own facts.

Turns a dictated exam recording directly into a structured IME report draft, built on the platform's existing dictation and drafting engines.

Bulk-processes claim portfolios against your criteria; only claims needing human judgment reach a human.

Every billed amount traces to a source page — click any dollar figure, land on the document that justifies or contradicts it.

Billing roll-ups and future-care cost tables, ready for life-care plans and specials.

Tracks outstanding record requests with tiered follow-up escalation and a full audit trail.

Checks every diagnosis, treatment claim, and billed figure in an incoming demand against the record behind it.

One-page rolled-up billing summary, grouped by provider/date/category, from the ledger's source-verified data.

Flags intra-record contradictions and cross-claim provider patterns (cloned notes, upcoding signals) — cited signals for SIU review, not accusations.

Compares every billed amount to UCR/geographic benchmarks and flags outliers with percentile context.

Tags each visit and charge as related/unrelated/disputed to the covered incident, cited — adjudicator signs off.

Drafts the WCMSA allocation from the record at Medicare fee-schedule rates — ready for a certified MSA specialist's sign-off.

Parses demanded actions, deadlines, policy requests, allegations, injuries, treatments, and billing assertions into cited fields ready for verification.

Scans the record for signals of third-party liability, duplicate coverage, and Medicare, Medicaid, or ERISA recovery opportunities, flagged for your recovery team.

REST API, CRM token exchange, webhooks — per-case usage metering for bill-back.

Source, timeline, and report on one screen — a synced 3-pane workspace.

Immutable log of every ingest, access, edit, and export — exportable custody report per production.

Expiring, watermarked, view-only links to any cited output — no login or install for the recipient.

Converts raw pages into a structured evidence graph of documents, entities, events, and relationships, with provenance at every layer.

Configures evidence checks, routing, exception queues, deadlines, and mandatory approval steps without letting AI make the final decision silently.

A dedicated API surface exposing the platform's structured evidence graph, entities, relationships, and provenance, so your own tools can consume cited medical facts directly.

Splits the case workspace into distinct evidence, work-product, valuation, IME-neutral, and audit views so privileged analysis never leaks into neutral opinion work.

Routes specific case work to vetted human specialists, IME physicians, legal nurse consultants, coders, life-care planners, when the file calls for expertise beyond the platform.

A single, permissioned case room where counsel, the adjuster, a retained expert, and a mediator each see only what their role is entitled to.