Chartsquad

Est. 2016 United States Updated 2026-02-10
Unverified by r/legaltech members — this page is based on publicly available information, not hands-on testing or practitioner feedback. Verify your experience with Chartsquad

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

Research & Analysis 25 vendors affected patent-attorney · litigation-support · associate · large-firm

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

Research & Analysis 17 vendors affected patent-attorney · patent-agent · Solo practitioner · Small firm (2–10)

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

Research & Analysis 17 vendors affected Solo practitioner · Small firm (2–10) · Mid-size firm (11–50) · Large firm (51–200)

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

Document Review & Management 3 vendors affected Paralegal · legal-ops · Small firm (2–10) · Mid-size firm (11–50)

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

Billing, Time & Finance 2 vendors affected Paralegal · solo-attorney · Solo practitioner · Small firm (2–10)

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

Research & Analysis 11 vendors affected solo-attorney · Paralegal · Solo practitioner · Small firm (2–10)

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.

Also used by similar teams

Community Data

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