# ChartSquad — Profile & Review | Medrecords AI

> 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

Canonical page: https://medrecords.ai/ime-hub/services/chartsquad/

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## 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

## Evaluation criteria

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

## 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](https://www.getcodeshealth.com/blogs/yocierge-alternatives) · [EvenUp Alternatives](https://www.getcodeshealth.com/blogs/evenup-alternatives)

## Key facts

- **Segment:** Medical Record Retrieval / ROI, Mass Tort / Settlement / Lien
- **Website:** [https://chartsquad.com](https://chartsquad.com)
- **Founded:** 2012
- **HQ:** Not published
- **Headcount:** Not published
- **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)

## Sources

- [Source](https://chartsquad.com/about-us/)
- [ChartSquad website](https://chartsquad.com)
- [ChartSquad AI Summaries](https://chartsquad.com/medical-records-solutions/ai-summaries/)
- [ChartSquad AI for Med Review and Summaries](https://chartsquad.com/about-us/medical-records-news-and-information/ai-for-med-review-and-summaries/)
- [Codes Health: 7 Best Yocierge Alternatives](https://www.getcodeshealth.com/blogs/yocierge-alternatives)
- [Codes Health: EvenUp Alternatives](https://www.getcodeshealth.com/blogs/evenup-alternatives)

Last verified: 2026-08-15