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Branding & Export Controls

Every export leaves already carrying your letterhead.

Branding & Export Controls put your logo, letterhead, and signature or attestation block on every report the platform generates, automatically, so exports leave ready to send instead of needing a manual formatting pass — the same branding, applied consistently, whether the output is a chronology, a narrative summary, or a full IME report.

Export preview PDF
Your Firm Name
123 Market St, Suite 400 · your-firm.com
Medical Chronology Report
Attestation
Reviewed and prepared by:
Awaiting reviewer sign-off
Built on medical-record intelligence
Set your logo and letterhead once, and see them on every export the platform produces from that point on.

Your logo and letterhead, applied automatically.

Upload your logo and a letterhead template once — header, footer, address block, contact line — and every export carries it, without opening a document editor after the fact. Set one preset for the whole workspace, or a different letterhead per report type if your practice needs that distinction.

Logo, header/footer text, and address block set once
Applies to chronology, narrative summary, and IME report exports alike
Branding settings
LogoUploaded
Letterhead templateStandard header/footer
Applies toAll report types
StatusSaved · applied automatically
Attestation block — ready, not signed
I have reviewed the foregoing report and attest to its accuracy to the best of my professional judgment.
Signature · Credentials · Date
Awaiting reviewer sign-off

A signature block, ready — but still yours to sign.

Every export carries a formatted signature or attestation block: your name, credentials, and the statement your role requires — laid out and ready. What it doesn't do is sign for you. The block stays open until the reviewer signs it, so the report leaves branded but the attestation itself is always a human act.

Attestation block is formatted, never pre-signed
Set per reviewer, so each person's credentials appear on their own exports
Generic AI draft
Plain text — logo, letterhead, and signature block added by hand in Word, per export.
Medrecords AI export
The differentiator

No formatting detour between output and send.

Generic AI drafting tools hand back plain text — your logo, letterhead, and signature block still get added by hand in a document editor, export by export. Branding lives with your account here, so the export leaves already carrying it: one less step between a finished report and a report that's ready to send.

See Report Writing Instructions

From draft to a report that's ready to send.

4 steps, set once — carried onto every export after.

Upload your logo and letterhead

Set the header, footer, and address block once.

Format your signature block

Name, credentials, and the attestation statement your role requires.

Generate any report

Branding is applied automatically — no separate formatting pass.

Review, sign, and export

The reviewer signs the attestation; the export is ready to send.

See it run

Watch your logo go on the cover and every footer

The clip opens on Configure Export for a demo case. Under Content, the sections list sets what the PDF holds: cover page, document index, narrative, summaries and source pages. Your logo and firm name go on the cover and footers. Document Summaries is unticked, and the nav shows 1 hidden. Under Organize, the documents are grouped by provider; category, facility and relevance are the other choices. Date Range is set to Mar 14, 2025 through Jun 30, 2025, with undated records left out. Generate Export, and the job appears in Past Exports, turns Ready and downloads as 1 PDF. Cases above 10,000 pages split into volumes of 20,000 pages. Last, the chronology opens in the viewer: a bookmark jumps to page 163, the impression gets a yellow highlight and the page gets a sticky note. Every name, provider and date in the demo is invented.

Transcript
  1. Choose the sections. Your logo goes on the cover and footers.
  2. Group by category, provider, facility or relevance. Set dates.
  3. Out comes 1 PDF. Over 10,000 pages, it splits into volumes.
  4. Jump by bookmark, then highlight and note the page.

Download the video (MP4, 20 seconds)

Who exports with their own branding.

Anyone whose reports leave the platform and land in front of a client, a claimant, or opposing counsel.

Related features.

Branding & Export Controls works alongside the rest of the reporting toolkit.

FAQ

Branding & Export Controls, answered.

It's the set of controls that put your own logo, letterhead, and signature or attestation block on every report the platform generates, automatically, instead of you formatting each export by hand afterward.

Your logo, a letterhead template (header and footer text, address block), and a signature or attestation block format. These are saved once and applied to every export from that point on.

Automatically. Once your logo, letterhead, and signature block are set, every report you export — chronology, narrative summary, or IME report — carries them without a manual formatting step.

No. Branding controls presentation only — the underlying citations, dates, and content in a report are unaffected by branding. The same finding, cited to the same page, appears whether the export carries your letterhead or a plain default.

No. The attestation block is formatted and ready in the export, but it still requires the reviewer's own sign-off — the platform doesn't sign or attest to anything on your behalf.

Yes. You can set a branding preset per report type or per case, so a chronology export and an IME report export can carry different letterhead if your workflow needs that distinction.

Yes. Signature and attestation formatting is set per reviewer, so each person's exports carry their own credentials and sign-off block, not a shared default.

See your letterhead on a report built from your own file.

Book a quick demo, or upload a single file and get a cited sample report back, branded to your workspace. No commitment. Handled under our BAA; never used to train a model.