How it works

A clearer path through a difficult record set.

From intake to attorney review, each stage keeps the question, supporting page, and next decision connected.

The review journey

Seven stages. One evidence trail.

An overview of the workflow, shown with fictional matter data.

Matter setup

Start an isolated matter workspace so records, questions, and review decisions stay case-scoped.

Private documents

Bring approved PDF record sets into the matter and note what was received.

Processing

Extract available text, use OCR where needed, and prepare candidate events with source references.

Human review

Inspect the event and source together. Edit, annotate, approve, reject, merge, or suppress as appropriate.

Exception queue

Review potential treatment gaps, unmatched bills, duplicates, unreadable pages, and missing-record signals.

Case-scoped search

Find evidence for a focused question and open the original page behind the response.

Structured output

Bring reviewed chronology and reconciliation material forward while retaining citations and open items.

A practical example

“Where is the first documented complaint of lower-back pain after the incident?”

A response should state when the received record does not provide enough support.

First documented complaint of lower-back pain?

EVIDENCE-ORIENTED RESPONSE

The March 12 visit note documents a report of lower-back discomfort after the incident.

Records packet 02 · p. 14Synthetic example for workflow illustration.

See it in context

Walk through the records, chronology, original pages, and review decisions with our team.