Chartsquad
What it is
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.
Integrations
Platforms Chartsquad integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class
Community ratings
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Alternatives
Other Case Management vendors in the directory. "Compare" pages are editorial and coming as we build them.