Medical summary reports, deposition-ready.
"From record to attested report — your template, your letterhead."
IME reports, demand-support summaries, narrative summaries, chronology deliverables — drafted in a rich-text studio with inline citations and tracked changes. Load your own template, write in your own voice, attest, and export to PDF or DOCX — or push straight to your CRM.
From cited facts to attested report.
PipelineYour format and letterhead, routed by case context.
Every pulled statement carries its page or slice reference.
A rich-text studio with tracked changes and version history.
Sign, then PDF or DOCX — or push straight to your CRM.
The last mile, on your letterhead.
Report templates load automatically from CRM case context — IME formats, demand letters, chronology deliverables. Onboarding recreates the formats you already use.
Every pulled fact carries its page or slice reference into the draft. Keep citations for the internal copy; strip them for the service copy in one click.
Edit any finding and regenerate — changes cascade to the timeline and summary, with history preserved for every version.
Reviewers comment, highlight, and resolve in the draft itself — the QA pass happens where the report lives, not in email.
The reviewing professional signs the final work product. AI does the reading — the opinion, and the name on it, are yours.
PDF, DOCX, white-label branding — or push straight to your case-management system through the Connect API and webhooks.
The report spec sheet.
Report Studio™Plus chronology deliverables — any format your templates define.
Built at onboarding; the right one loads from CRM case context.
Page and slice chips in the draft; one click to a clean service copy.
Changes, comments, highlights — history preserved end to end.
White-label, on your letterhead, in your voice.
Connect API with token exchange and webhooks — the report lands in the case file.
Whose reports come out of it.
Different deliverables, same last mile: cited draft in, attested document out.
Evaluator reports in the org's format, days sooner per exam.
For IME orgsYour opinion, your voice — the citations already in place.
For evaluatorsDemand-support summaries with every dollar figure sourced.
For law firmsConsistent summaries across every claim file, at claim volume.
For workers compMedical summary reports, answered.
IME reports, demand-support summaries, narrative medical summaries, and chronology deliverables — any format your templates define. The draft arrives pre-populated from the cited case file; you shape the opinion.
Yes — that’s the default. Onboarding recreates the formats you already send, white-labeled on your letterhead. With CRM context connected, the right template loads automatically for each case type.
As inline page and slice references attached to every pulled fact. Keep them in the internal working copy for verification; export a clean, citation-free service copy in one click. Both trace back to the same locked sources.
Completely. It’s a rich-text editor with tracked changes, commenting, and highlighting. Edit any finding and regenerate — the change cascades to the timeline and summary, and version history is preserved.
Yes. The Connect API uses a CRM token exchange (JWT/PASETO), REST endpoints for case create/update and file upload, and outbound webhooks — so finished reports push straight into the case file instead of being downloaded and re-uploaded.
The reviewing professional — evaluator, nurse consultant, attorney — signs the final work product after reviewing the cited draft. AI does the reading; the opinion and the signature are always human.
Your next report, days sooner.
Bring your template to the demo and see a cited draft land in it. Handled under our BAA; never used to train a model.