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ChartSquad — Profile & Review

ChartSquad is a medical record retrieval / roi, mass tort / settlement / lien operating in the medical-record review and IME ecosystem. Medical record retrieval and management; Personal Health Record (PHR) platform; Patient Record Services; Professional Services for healthcare professionals; AI medical record summaries; secure record sharing/storage || Medical record retrie

3 sections·6 sources·Verified 2026-08-15 ✓
Disclosure
13/17 facts
01

What it does

Medical record retrieval and management; Personal Health Record (PHR) platform; Patient Record Services; Professional Services for healthcare professionals; AI medical record summaries; secure record sharing/storage || Medical record retrieval ("from any U.S. provider"); Personal health record (PHR) management; AI-powered record summaries; Secure record sharing

02

Evaluation criteria

IME Hub rubric6 of 8 published
✓
Processing model
AI + Human Team (AI summaries; human-team chronologies)
✓
Human QA
Included for chronology service; not disclosed for AI-only summaries
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Typical turnaround
Not published
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Pricing model
Per-page (AI summaries); per-request plus fee (retrieval)
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Indicative cost
$0.35/page AI summaries (~$350 per 1,000 pages)
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Export formats
Not published
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Best for
Law firms wanting low-cost AI record summaries
✓
Customer satisfaction
No public reviews found
03

Profile notes

Who it serves
Consumers/patients (PHR focus), law firms (via Clio integration for legal case record intake)
Claims & platform notes
AI Medical Record Summaries; portal.chartsquad.com; Clio integration for legal workflows || Web-based PHR portal, mobile app, AI-powered record summaries Site claims "$5,036,297 saved for patients in 12 months"
Review summary
Not independently rated in v1. Cited public reviews are listed in Sources; MedRecords assigns no star rating without verified evidence.
Competitive coverage
7 Best Yocierge Alternatives · EvenUp Alternatives

Key facts

Segment

Medical Record Retrieval / ROI, Mass Tort / Settlement / Lien

Website

https://chartsquad.com

Founded

2012

Ownership

Privately held; founders/leadership include CEO Chris Carpenter and Melanie Carpenter

Pricing

Provider-set fees passed through to requester; free to patient if provider charges no fee; no fixed public price list found || Base retrieval fee ~$6.50 (national average, payable to the records-holding provider); no subscription or contract fees stated

Turnaround

Typical delivery within 15 days per site claim

Certifications

HIPAA compliant (site claims sole HITECH-compliant success record; unverified marketing claim)

Not publishedHQ · Headcount

Sources

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Last verified: 2026-08-15