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.
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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