The opinion is the doctor’s. The record under it should be complete.
Treating physician causation foundation services assemble the cited record an expert disclosure has to rest on: mechanism of injury, prior condition, treatment course and every document the physician reviewed, each linked to its page. The opinion, the methodology and the signature stay with the physician who gives them.
The disclosure rule is published. So is the judge who applies it.
We do not build for a case type until we can name the standard that defines a correct output and the person who grades the file against it. In expert causation disclosures, both are already published.
3 steps between the file and the disclosure.
Send everything the expert will review
Pre-incident and post-incident records, imaging reports, therapy notes and the incident documents, in any format and any order.
We return the foundation, page-cited
A chronology, a prior-condition section, a reviewed-records index and a gap list, each entry linking to the page it came from.
The physician forms the opinion
They read the foundation, apply their own method, and write the report they will sign. Causation is theirs, and the record under it is complete.
A foundation for the opinion, never the opinion itself.
We organize and cite what the records document. We do not form or draft a causation opinion, select a methodology, apportion between accident and pre-existing disease, or state that any injury was caused by any event. Rule 702 puts that burden on the expert, and it stays there.
In the demo case, 11 duplicate copies were removed before review. An expert who reads the same operative note four times has not read more of the record, and the reviewed-records index says so honestly.
The rules the platform never breaks.
HIPAA, under a signed BAA
Every file is handled under our Business Associate Agreement, from the first byte.
Never trains a model
Your records are never used to train any AI model — ours or anyone else's.
Every line cited
If we can't cite it, we don't say it. Every sentence links to its source page.
Deleted after delivery
Files are deleted 30 days after delivery, with a full audit log of every access.
7 capabilities behind every record foundation.
The record foundation is one deliverable of the same platform that reads, sorts, and cites the whole record.
Medical Records OCR
Every page the expert will be asked about, read in full: prior treatment, imaging reports, handwritten therapy notes, nothing skipped.
Medical Chronology
The chronology builds itself, so prior condition and post-incident course sit on one timeline instead of in two piles.
Verifiable AI Citations
If we cannot cite it, it is not in the foundation. Every line links to its page.
Medical Summary Reports
The reviewed-records index exports straight into the Rule 26 disclosure in your format.
Medical Record Deduplication
Forty charts pulled from multiple practices and EHR migrations carry their share of duplicate visit notes. Each is matched and collapsed to one canonical record, so the prescribing pattern is read once per real encounter.
Missing Records Identification
A prescribing pattern read across 40 charts is only as sound as the file behind it. When a chart references a visit, refill, or referral that never made it into the production, the gap is flagged before the pattern goes to the board.
Cross-Exam Simulator
A board investigator or defense counsel builds a case from the chart abstraction. This tool maps the questioning a physician facing that hearing is likely to face on the gaps and pattern in their own record. A rehearsal tool, not legal advice.
Causation record foundations, answered.
Send one file. We'll tell you what we can read.
No obligation. If the case type is buildable we'll scope it; if it isn't, we'll say so.