Personal Health Record (PHR) platform that retrieves medical records for law firms at HIPAA-mandated patient rates ($6.50 avg per request) instead of attorney copy rates ($50-$200+). SOC 2 certified and HIPAA compliant. Patient requests records through ChartSquad’s portal using federal patient access rights (HIPAA/HITECH), bypassing traditional retrieval companies (Ciox, ChartSwap). AI-powered medical record summaries (claims 98% accuracy, 20x faster, 3x more cost-effective than manual review). Professional Case Tools: medical chronologies, billing summaries, reasonable value of past medical bills. Integrations: Clio (in-app, Oct 2025), Filevine, Neos/Assembly, SmartAdvocate, CasePeer, custom API available. Founded 2016, Heber City UT. CEO Chris Carpenter, CLO Melanie Carpenter. $4M from Cypress Growth Capital (Aug 2023). Revenue $2.7M in 2023 (Latka). Inc 5000 (2021, 234% growth). In 2025: saved patients $5.3M in provider fees, processed 150,000 record requests, attended 70+ events including Trial Lawyer Summit. Active Epic Medical Record lawsuit (Feb 2026). Strong Reddit presence in r/LawFirm and r/paralegal. Medical records retrieval market projected $2.8B by 2034 at 10.1% CAGR (Stax).
Company Info
- Founded: 2016
- Team size: 11-50 employees
- Funding: $4M
- HQ: United States
- Sector: Miscellaneous
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Chartsquad is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Chartsquad addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Litigation team preparing a patent invalidity defence needs to find prior art that anticipates or renders obvious each claim element — manually building claim charts across dozens of references takes weeks and costs $50-100K in associate time, and missing one key reference could lose the case
Patent prosecution attorney receives an office action and needs to decide whether to fight, amend, or appeal — but has no data on this specific examiner's grant rate, allowance patterns, or appeal success rate, so the strategy decision comes down to gut feel instead of evidence, and a wrong call burns through the client's prosecution budget on a losing strategy
Litigation partner needs an expert witness in underwater welding metallurgy for a maritime injury case — the paralegal spends two weeks cold-calling university departments and professional associations, the expert they find has never testified before, and the opposing counsel's Daubert challenge succeeds because nobody checked the expert's litigation history
PI paralegal spends 2 hours per case calling providers, faxing HIPAA authorizations, and tracking which records came back — across 50 active cases that's a full-time job just chasing paper
Hospital record department charges $200+ for copies of a client's own medical records because the request comes from an attorney — the provider bills at 'attorney copy rates' that are 10-30x what HIPAA allows for patient requests
PI attorney receives 500 pages of medical records for a case and needs to understand the treatment timeline and key injuries — reading through everything takes a full day per case, and the demand letter deadline is tomorrow
Where it fits in your workflow
Before Chartsquad
Client signs retainer → paralegal collects HIPAA authorization → client creates free ChartSquad PHR account → requests own records at patient rates from any US provider → records delivered to secure portal → paralegal accesses via case management integration (Clio, Filevine, Neos, SmartAdvocate, CasePeer) or custom API
After Chartsquad
Records received → AI-powered summary and medical chronology → professional case tools (billing summary, reasonable value analysis) → attorney reviews for case evaluation → demand letter drafting → settlement negotiation or litigation prep
Integrations & hand-offs
Clio in-app integration (Oct 2025). Filevine integration. Neos/Assembly integration. SmartAdvocate integration partner. CasePeer integration. LegalSoft strategic partner. Custom API available for other platforms. Records flow directly into case management systems.
Community Data
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