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THE PLATFORM

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

Medical records review software on Medrecords AI is organized across 102 documented capabilities. Core features are available today; newer capabilities are clearly labeled Beta, while four planned workflows are marked Roadmap. Availability, guardrails, and the appropriate evaluation path are stated on each page so buyers can distinguish shipped product from work in progress.

Available Beta Roadmap
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INTAKE & READING 8 CAPABILITIES

Every format in. One clean, cited file out.

Getting every inbound format — scans, faxes, handwriting, tables, imaging, audio, foreign-language records — into one clean, cited, analyzable file.

Intake & Reading in depth
Medical Records OCR

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

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Handwritten Medical Record Extraction

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

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Medical Table Extraction

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

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Medical Record Deduplication

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

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Co-Mingled Records Detection

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

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Medical Imaging Review

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

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AI Medical Dictation Transcription

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

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Multilingual Records & Translation

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

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ANALYSIS & ANSWERS 20 CAPABILITIES

Interrogate the record. Every answer cited.

Interrogating the ingested record — timelines, chat, search, smart lists, trends, annotations — every answer cited to page and source.

Analysis & Answers in depth
Medical Chronology

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

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Supplemental Record Review

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

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Medical Records Chat

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

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Medical Record Search

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

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Smart List View

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

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Reasoning Modes

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

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Verifiable AI Citations

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

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Missing Records Identification

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

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Pain & Range of Motion Analysis

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

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Condition Progression Tracking

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

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Work Limitation Extraction

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

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Plain-Language Medical Term Definitions

Inline, cited plain-language definitions for clinical terms across every platform output.

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Provider List Extraction

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

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Record Annotation & Collaborative Review

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

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Anatomical Findings Map BETA

Plots injuries, symptoms, diagnoses, and imaging findings on an interactive anatomical map, with laterality and click-to-source evidence.

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Clinical Metrics & Vitals Trending BETA

Normalizes recurring clinical measurements across providers and visits, plots them over time, and keeps every point linked to its source.

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Negative Findings & Documentation-Gap Flagging BETA

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

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Structured Patient History & Recovery-Factor Extraction BETA

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

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Condition Severity Triage & Impairment Rundown BETA

Groups conditions by body system with provisional High/Medium/Low review priority, and lets reviewers confirm or override every tag.

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Work Capacity & Functional Restriction Tracking BETA

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

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REPORTS & OUTPUTS 11 CAPABILITIES

Deliverables whose citations survive export.

Turning the analyzed record into deliverables — summaries, packets, charts, Bates-stamped and redacted productions — with citations that survive export.

Medical Summary Reports

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

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Custom Report Builder

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

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Hyperlinked Exports

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

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Document Sorting & Packet Builder

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

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Narrative Summary

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

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PDF Sorting & Merging

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

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Medical Record Bookmarking

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

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Litigation Chart & Special Report Packages

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

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Bates Numbering & Stamping

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

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PHI Redaction & Production Prep

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

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Mediation Mode BETA

Exports a mediation-ready package: the benchmark-based neutral range, the specific drivers in dispute, and the cited evidence behind each, built for the settlement conference.

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LEGAL 15 CAPABILITIES

Litigation work product, drafted and cited.

Litigation work product for plaintiff and defense teams: depositions, demands, mass tort, and case signals — cited drafts, never final verdicts.

Legal in depth
Deposition Digest

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

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Case Outcome Benchmarks

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

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Settlement Demand Letter

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

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Mass Tort Batch Processing

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

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Case Strength & Weakness Signal Flagging

Flags favorable and unfavorable fact patterns in the record, cited — signals, not a verdict.

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Record Version & Alteration Detection

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

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Deposition & Cross-Exam Prep Outlines

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

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Case Theory Builder BETA

Converts the record into structured plaintiff, defense, causation, and damages theory outlines, each point cited, ready for counsel to shape.

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Demand Package Generator BETA

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

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Deposition Prep Engine BETA

Generates targeted deposition question sets for treating providers, the plaintiff, and opposing experts, each cited to the record.

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Cross-Exam Simulator BETA

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

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Standard-of-Care Deviation Detector BETA

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

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Damages Story Engine BETA

Extracts pain, functional loss, work impact, and activities-of-daily-living evidence from the record into a structured, cited damages narrative.

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Settlement Posture Memo BETA

Organizes cited evidence, benchmark comparisons, and open questions relevant to a settle, litigate, or investigate-further decision, the analysis is drafted, the call stays counsel's.

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Expert Witness Specialty Finder BETA

Reads the disputed clinical issues in the file and suggests the medical specialties most relevant to retain as an expert, a starting list, not a referral service.

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IME / MEDICAL-LEGAL 13 CAPABILITIES

The evaluator's toolkit, drafted and cited.

The evaluator's toolkit: IME reports, standard-of-care references, imaging exchange, and medical-legal drafting — every finding cited to its source page.

IME / Medical-Legal in depth
IME Report Drafting

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

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Secure DICOM Study Sharing

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

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Medical Literature & Standard-of-Care Reference Matching

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

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AI-Assisted Life Care Plan DraftingROADMAP

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

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AI Case Merit & Standard-of-Care AssessmentROADMAP

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

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Neutrality Firewall BETA

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

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Causation & Apportionment Graph BETA

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

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Impairment Rating Copilot BETA

Drafts impairment-rating logic against a jurisdiction-specific checklist, every input cited, the final rating the examiner's own.

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Opinion Attack Simulator BETA

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

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Exam Prep Pack BETA

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

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Reviewer Consensus Mode BETA

Routes the same file to two or three evaluators and shows exactly where their reads diverge, useful for high-value or disputed files.

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Causation Literature Anchor BETA

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

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Dictation-to-IME Report BETA

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

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INSURANCE & CLAIMS 21 CAPABILITIES

Claims decisions stay human. The evidence work doesn't.

Claims-side adjudication support — triage, billing verification, fraud signals, relatedness tagging — the adjudicator always signs off.

Insurance & Claims in depth
Automated Claims Triage

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

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Claims Billing Ledger

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

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Cost & Care Tables

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

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Evidence Request AutomationROADMAP

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

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Demand Package Audit

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

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Medical Billing Summary

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

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Fraud & Inconsistency Signal Detection

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

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Billed-Charge Reasonableness Benchmarking

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

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Treatment Relatedness & Compensability Signals

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

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AI-Assisted Medicare Set-Aside DraftingROADMAP

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

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Provider Network Analytics & Performance Benchmarking BETA

Cross-claim provider pattern view benchmarked against specialty, geography, and claim-type peer cohorts, drillable to the underlying evidence.

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Portfolio Recovery Analytics & Executive Reporting BETA

Aggregates cited billing, provider, and inconsistency signals into an estimated recoverable-value range with a confidence level and executive-ready report.

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Incoming Demand Letter Intelligence & Structuring BETA

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

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Reserve Benchmark Radar BETA

Compares a claim's current reserve to a benchmark range built from medical severity drivers and comparable resolved claims, a reference point, not a verdict.

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Large-Loss Early Warning BETA

Flags claims trending toward high-severity thresholds based on early medical records, treatment intensity, injury type, and comparable trajectories.

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Settlement Variance Detector BETA

Flags claims that settled above the comparable cohort without medical drivers that explain the gap, a pattern signal for review, not an accusation.

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Claims Review Quality Sampler BETA

An opt-in internal QA tool: compares a sample of the carrier's own claim decisions against the record evidence and its own playbook, for training and process improvement.

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Provider & Venue Outlier Map BETA

Surfaces which providers, venues, and treatment patterns correlate with higher severity or cost across a claim portfolio, benchmarked and cited with sample size shown.

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Defense Counsel Outcome Analytics BETA

Analyzes a carrier's own historical outcomes by the defense counsel it has engaged, adjusted for claim severity, venue, and injury mix, a management view of the carrier's own data.

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Claim Strategy Scenario Modeler BETA

Models the likely cost, time, and evidence implications of different claim-handling paths side by side, the adjuster picks the path.

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Subrogation & Recovery Finder BETA

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

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PLATFORM & INTEGRATION 14 CAPABILITIES

The spine behind every cited output.

The platform spine — API, synced workspace, immutable audit trail, secure sharing — the infrastructure behind every cited output.

Medical Data API & Analytics

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

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Command Workspace

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

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Audit Trail & Chain of Custody

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

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Secure Case File Sharing

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

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Cross-Case Pattern Intelligence BETA

Builds tenant-separated, privacy-preserving baselines from your own processed cases to sharpen duplicate detection, anomaly signals, and benchmarks over time.

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Medical Record Knowledge Graph & Structured Data Layer BETA

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

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Review Workflow Builder & Human Approval Gates BETA

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

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Case Genome BETA

Builds a structured fingerprint for every case, injury, venue, treatment, gaps, priors, and outcome, powering cohort matching across benchmarks and pattern features.

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Closed-File Backtesting Lab BETA

Upload historical closed files and see retrospectively where missing records, severity signals, benchmark variances, or documentation gaps would have surfaced earlier.

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Private Benchmark Network BETA

An opt-in program where participating carriers and firms contribute de-identified, aggregated closed-case data to build stronger shared benchmarks.

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Evidence Graph API BETA

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.

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Privilege-Aware Workspace Split BETA

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

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Human Expert Marketplace BETA

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.

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Med-Legal Data Room BETA

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

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One subscription. Everything on this page.

Upload a single file and see the platform work it end to end — cited, audit-grade, and legally defensible. Handled under our BAA; never used to train a model.

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