On-Demand Support for Personal Injury Lawyers Medical Record Review, Merit Review, and Demand Packages, Signed by a Named Reviewer.

CaseBridge helps your firm review medical records, evaluate claims, and prepare demands. Our paralegals and legal nurse consultants use MedRecords AI, our proprietary platform, to prepare each work product, then verify it against the source records before delivery. Order one case review, or prepay a set number of cases each month and pay less per case.

Managed Service

Pre-Litigation Services

Every case we take comes back with five deliverables: a case summary, a page-cited medical chronology, a merit review, an editable demand letter, and a medical billing summary. Our proprietary MedRecords AI platform organizes the records and prepares the drafts; a paralegal or legal nurse consultant checks each finding against the source and signs off before delivery. Our work supports intake, evaluation, and settlement preparation. Litigation support is outside our scope.

Case Summary

One page on the parties, the injuries, the course of treatment, the key dates, and the open questions. The first thing an attorney reads.

Medical Chronology

Every encounter, diagnosis, and treatment in order, cited to the source page, with treatment gaps flagged and a specials ledger of the charges as billed.

Merit Review

Liability and causation weighed against the standard of care, with the evidence for and against, so you can decide what the case is worth pursuing.

Demand Package

An editable demand letter in Word, drafted to your firm's format and cited to the record, with a medical billing summary that reconciles the charges. Prepared for attorney review and signature.

Every case review, at any price, includes all five deliverables. Firms that prepay a set number of cases each month pay less per case. Our team manages the software. View services, pricing, and turnaround times →

The five deliverables

Scroll to view all deliverable details →

StageDeliverableWhat you receiveCase ReviewCase Package
IntakeCase SummaryOne page on the parties, injuries, course of treatment, key dates, and open questions, so the attorney can get oriented before opening the chronology.IncludedIncluded
Medical Record ReviewMedical ChronologyEvery encounter, diagnosis, treatment, and provider note in order, cited to the source page; treatment-gap and missing-record flags; a specials ledger of charges by provider and date with duplicates reconciled; hyperlinked PDF, xlsx, and docx.IncludedIncluded
EvaluationMerit ReviewLiability and causation weighed against the standard of care, with the evidence for and against, pre-existing conditions, inconsistent histories, and a reasoned view of what the case supports.IncludedIncluded
Settlement PreparationDemand Package: editable demand letterA demand letter in Word, drafted to your firm's format and cited to the record, with an exhibit index. Delivered for attorney review and signature.IncludedIncluded
Settlement PreparationDemand Package: medical billing summaryThe specials schedule for the demand: charges as billed by provider and date, totals, outstanding balances, and missing bills and unresolved liens flagged.IncludedIncluded
Larger recordsQuoted mattersMatters over 3,500 pages are scoped and priced with you before work begins, with the same five deliverables and a turnaround date set at the quote.Call for pricingCall for pricing

Rush delivery in 24 to 48 hours adds 50% to the case price. Blank and duplicate pages are never counted.

How We Handle Your Records

Records move through the CaseBridge client portal: a dedicated environment for your firm with resumable uploads, versioned deliverables, and a full audit trail.

Where are my records processed?

In a HIPAA-eligible environment we operate under a Business Associate Agreement with your firm. Records arrive through a secure upload link, never by email.

Who can access my records?

Access is limited to your firm and your assigned CaseBridge professional.

How long are records retained?

Case-review records are purged 30 days after delivery. Package clients can set their own retention instructions.

Are records used to train AI models?

Your records are not used to train AI models.

How It Works

From Records to Reviewed Work Product

Upload the records, and our team prepares and reviews the work product. Case reviews are delivered in five business days; package clients get three.

01

Submit the Records

Upload your file through the client portal. We handle different file formats, remove duplicates, and convert scanned pages into searchable text.

02

Preparation and Professional Review

MedRecords AI, CaseBridge's proprietary platform, organizes the file and prepares initial drafts. A paralegal or legal nurse consultant checks each finding against the source page, corrects errors and omissions, and signs off on the completed work.

03

Delivery for Attorney Review

Receive the case summary, medical chronology, merit review, editable demand letter, and medical billing summary, each cited to the source page and signed by a named reviewer. Standard turnaround is five business days for a case review and three for package clients; quoted matters get their own date. Demand letters require attorney review and signature.

Package clients start with a kickoff call, a Business Associate Agreement, and a review of two or three prior demand letters so drafts match your firm's format. There is no onboarding fee.

Client Portal

One Secure Place for Every Matter

Records go in, signed deliverables come out, and your whole team can see where each case stands. No email attachments, no FTP, no chasing files. The portal is included with every case review and package.

Upload the whole file, however large

Drag in an entire record set at once. Single files up to 250 GB. Uploads resume on their own if a connection drops or a laptop closes, so a 40,000-page file lands intact.

Every matter, with its status

Each case has its own workspace: records received, review in progress, deliverables ready. Your team sees the same view we do, so nobody has to ask where things stand.

Signed deliverables, versioned

The case summary, chronology, merit review, editable demand letter, and billing summary arrive as signed PDFs, Word, and Excel files. Revisions appear as new versions; nothing is overwritten.

Your team, your roles

Invite attorneys, paralegals, and staff by email. Admin, staff, and reviewer roles control who can upload, who can download, and who sees which matters. Access ends the moment you say so.

A complete audit trail

Every upload, view, and download is logged with who, when, and from where, and kept for a year. Useful for your own file, and for the questions insurers and opposing counsel sometimes ask.

Works with your Google Drive

Package clients can have each matter's records and deliverables mirrored to a shared Google Drive folder, so files land where your firm already works, without a second upload.

Security

Built the way medical records should be handled.

Your firm gets its own environment, not a slice of a shared one. We sign a Business Associate Agreement with your firm, and our security overview, data-handling addendum, and incident-response plan are available for your questionnaire on request.

  • Dedicated to your firm. A single-tenant environment on Google Cloud in the United States, with its own storage and its own access controls.
  • Encrypted end to end. TLS in transit and encryption at rest for every file, every version, every backup.
  • Invitation-only access. Named accounts, role-based permissions, session timeouts, and a strict browser security policy.
  • Logged and retained. Data-access audit logs on the storage itself, log retention of 365 days, and versioned storage so nothing disappears by accident.
  • Your records stay yours. Never used to train AI models. Case-review records are purged 30 days after delivery; package clients set their own retention.
  • Aligned to the standards you are asked about. Built to HIPAA safeguards and SOC 2 principles, with the controls documented so your firm can answer client and carrier questionnaires.
Pricing

Per Case, or a Package of Cases Each Month

Order a case review whenever you need one, or prepay a set number of cases a month and pay less per case. Every case includes the same five signed deliverables. Matters over 3,500 pages are quoted.

Case Review
$695
Up to 1,500 pages • $895 up to 3,500 pages • No commitment

One matter, five signed deliverables, delivered in five business days.

  • ✓ Case Summary
  • ✓ Medical Chronology, cited to the page, with a specials ledger
  • ✓ Merit Review: liability and causation against the standard of care
  • ✓ Demand Package: an editable demand letter and a medical billing summary
  • ✓ Matters over 3,500 pages: call for pricing. Blank and duplicate pages are never counted
  • ✓ 5-business-day turnaround; rush delivery adds 50%
  • ✓ Invoiced per case and itemized for client billing
Order — up to 1,500 pages, $695 Order — up to 3,500 pages, $895

Provide your firm name and matter reference at checkout. Your reviewer will email a portal upload link and Business Associate Agreement within one business day. Terms

Call for Pricing
Quoted per matter
larger records • higher volume • custom terms

Some matters need their own number. We scope them with you before any work begins.

  • ✓ Any matter over 3,500 pages
  • ✓ Firms that need 20 or more cases a month
  • ✓ Custom turnaround and a single point of contact
  • ✓ Case-management integrations and one monthly statement, itemized by matter
  • ✓ The same five signed deliverables on every case
Schedule a call Email us

Tell us the page count and how many matters a month, and we will come back with a price within one business day.

Case reviews are invoiced per matter and itemized so your firm can allocate them under the rules governing your practice. Packages are billed monthly in advance, with every case listed by matter on one statement. There are no per-page or processing charges; matters over 3,500 pages are quoted before work begins. Schedule a discovery call →

Existing perpetual Pro license holders: your license is unchanged, and Priority Support is still available.

Choosing a plan

The right fit for your caseload.

Choose by how many matters you send us each month and how large the records are.

CASE REVIEW

One matter at a time

For an individual case or a first engagement with CaseBridge. All five deliverables, signed, with no commitment.

From $695 per case
Up to 1,500 pages; $895 up to 3,500. Five-business-day turnaround.

View Case Review
CASE PACKAGES

A set number of cases each month

For firms with a steady flow of matters that want a lower price per case and one predictable monthly number.

From $4,125 a month for five cases
$825 per case; $795 per case on the 10-case package. Three-business-day turnaround.

View Case Packages
CALL FOR PRICING

Larger records or higher volume

For matters over 3,500 pages, or firms that need 20 or more cases a month with their own turnaround and terms.

Quoted per matter
Scoped with you before work begins. One statement, itemized by matter.

View Call for Pricing

There is no onboarding fee on any plan. See the pricing details above for page bands and rush charges.

FAQ

Frequently Asked Questions

A CaseBridge paralegal or legal nurse consultant prepares each deliverable with MedRecords AI, our platform, then a named reviewer checks every finding against the source page and signs off before delivery. They are CaseBridge contractors working under our Business Associate Agreement with your firm. CaseBridge manages the software; your firm never installs anything.
Pre-litigation work on personal injury matters: the case summary, medical chronology, merit review, and demand package on every case. We do not provide deposition preparation, expert witness services, or discovery support.
Records are uploaded through the client portal. We process them in a HIPAA-eligible environment we operate under a Business Associate Agreement with your firm, dedicated to your matters and never shared with other customers. Case review records are purged 30 days after delivery; package clients set their own retention instructions. Your records are never used to train any model.
Case reviews are billed per matter by page band: $695 up to 1,500 pages and $895 up to 3,500 pages, counted after blank and duplicate pages are removed. Matters over 3,500 pages are quoted before work begins. Case packages are billed monthly in advance, at $825 per case for five a month or $795 per case for ten. There are no per-page or processing charges. Every invoice and statement is itemized by matter so your firm can allocate it under the rules governing your practice.
Five deliverables, each signed by a named reviewer and cited to the source page: a Case Summary; a Medical Chronology with a specials ledger; a Merit Review of liability and causation against the standard of care; and a Demand Package made up of an editable demand letter in Word and a medical billing summary. Demand letters are prepared for attorney review and signature.
Unused cases roll over to the next month. After that they lapse. You can change the package size, or cancel, at the end of any month, and if a month runs heavier than your package, additional cases are billed at your package rate.
Yes. Order a case review with no commitment. If you start a package within 90 days, case reviews you paid for in that window are credited against your first package month, up to one case.
Through the CaseBridge client portal, which is included with every case review and package. You upload the record set directly (single files up to 250 GB, with uploads that resume if a connection drops), watch the matter's status, and download the signed deliverables and their later versions from the same place. Your firm gets its own environment on Google Cloud, invitation-only access with roles, and a full audit trail. Package clients can also have each matter mirrored to a shared Google Drive folder. About the portal
Your perpetual Pro license remains valid, and Priority Support remains available at $2,000 per year. We no longer sell perpetual licenses to new customers. Case packages include the client portal for as long as the package is active.
No. Packages start with a kickoff call, our Business Associate Agreement, portal setup for your team, and a review of two or three prior demand letters so drafts match your format, at no charge. No software installation is required.
Case reviews are invoiced by matter. Package clients receive one monthly statement that lists the package fee and each case drawn against it, itemized by matter. There is no separate processing charge. Your firm determines how to allocate those charges under the rules governing your practice.

Discuss Your Firm's Needs

Schedule a call to discuss your caseload and service requirements, or order a case review to see our work before committing to a package.

Have a question? Email us. All work product is delivered for attorney review; we do not provide litigation support.