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ChartSquad — Profile & Assessment

ChartSquad publishes 7 of the 8 buying facts this rubric checks, including both pricing and turnaround. ChartSquad operates in the medical-record review ecosystem, within the Medical Record Retrieval / ROI, Mass Tort / Settlement / Lien segment. This profile records what the company publishes, maps it to the Content Hub evaluation rubric, and cites every source behind it. 16 of 17 facts are confirmed from 9 public sources; unpublished fields are marked, never estimated.

4 sections·9 sources·Verified 2026-08-28 ✓
Disclosure
14/17 facts
01

What it does

ChartSquad publishes these service lines: Medical record retrieval and management, Personal Health Record (PHR) platform, Patient Record Services, Professional Services for healthcare professionals, AI medical record summaries, secure record sharing/storage, Medical record retrieval ("from any U.S. provider"), Personal health record (PHR) management, AI-powered record summaries and Secure record sharing. Everything above is drawn from the 9 public sources cited at the foot of this page. Fields the company does not publish are marked as unpublished below rather than estimated.

Key facts

Segment

Medical Record Retrieval / ROI, Mass Tort / Settlement / Lien

Website

https://chartsquad.com

Founded

2012

Ownership

Privately held; founders/leadership include CEO Chris Carpenter and Melanie Carpenter

Pricing

Provider-set fees passed through to requester, free to patient if provider charges no fee, no fixed public price list found, Base retrieval fee ~$6.50 (national average, payable to the records-holding provider) and no subscription or contract fees stated

Turnaround

Typical delivery within 15 days per site claim

Certifications

HIPAA compliant (site claims sole HITECH-compliant success record; unverified marketing claim)

HQ

Heber City, Utah (2179 South 390 West, Heber City, UT 84032)

Headcount

11-50 employees

02

Evaluation criteria

Content Hub rubric7 of 8 published
✓
Processing model
AI + Human Team (AI summaries; human-team chronologies)
✓
Human QA
Included for chronology service; not disclosed for AI-only summaries
✓
Typical turnaround
Published claim, repeated across the site: "Results in 15 Days" and "ChartSquad gets your results in about 15 days or less (average turnaround time)". FAQ is more hedged: "Our nationwide average turnaround is 15 days.
✓
Pricing model
Per-page (AI summaries); per-request plus fee (retrieval)
✓
Indicative cost
$0.35/page AI summaries (~$350 per 1,000 pages)
✓
Best for
Law firms wanting low-cost AI record summaries
✓
Customer satisfaction
2.4/5 from 30 Google Business reviews (captured 13 Aug 2026). Platform aggregate, not a Medrecords AI rating.
○
Not published
Export formats goes unstated, as it does across most of this market. The questions to ask instead are below.
03

Profile notes

Who it serves
Consumers/patients (PHR focus), law firms (via Clio integration for legal case record intake)
Claims & platform notes
AI Medical Record Summaries, portal.chartsquad.com, Clio integration for legal workflows, Web-based PHR portal, mobile app, AI-powered record summaries Site claims " $5,036,297 saved for patients in 12 months"
Review summary
Not independently rated by Medrecords AI. Cited public reviews are listed under Sources; Medrecords AI assigns no star rating without verified evidence.
Competitive coverage
7 Best Yocierge Alternatives · EvenUp Alternatives
04

What to confirm before you sign

ChartSquad publishes 7 of the 8 fields in the Content Hub rubric. Across all 270 vendors profiled in the Content Hub, the median is 5 of 8.

    The other nine questions, and what all 270 profiled vendors do and do not publish, are in the evaluation guide.

    Sources

    How Medrecords AI does this work

    ChartSquad works in medical-record review. Medrecords AI does this category of work as software: the record sorted, deduplicated and read in minutes, every statement cited back to its page, and a qualified human signs off on what it means.

    SolutionMass tort case reviewOne criteria set applied across an entire docket, not a sample of it.Read more →ProductMass tort batch processingThe same extraction criteria run across every claimant file in a docket.Read more →SolutionSettlement claim reviewMatrix criteria applied file by file, with the citation behind each call.Read more →
    Test it on a file you already have.
    Send one real record set. You get back a cited chronology and decide for yourself whether the read holds up — no obligation either way.
    Test a fileBook a demo

    Explore the Content Hub

    Software & platforms

    AI and case-management platforms across medical-record review.

    Service providers & BPOs

    Record review, peer review, retrieval, LNC and BPO providers.

    State programs

    Rules, AMA Guides edition, and MMI standards by state.

    Comparisons

    Head-to-head vendor and program comparisons.

    Guides

    Editorial reference on report writing, MMI, and validity testing.

    Conferences & events

    Workers' comp, claims, insurance and medical-legal conferences with editorial takes.

    Directories

    Link-out rosters of examiners, LNCs, and expert witnesses.

    State matrix report

    All 10 verified state programs, side by side.

    Content Hub home

    The full index of everything in the hub.

    Medrecords AIMedrecords AI

    Minutes per file. Every line cited. From 10¢ to as low as 5¢ a page.

    Bring the hardest file from this page. Get a cited chronology and a report draft in minutes — every line traced to its source page, ready for your review and signature.

    • Minutes per file, not days
    • Every line cited to its source page
    • From 10¢ to as low as 5¢/page, duplicates free — no license, no minimums
    • HIPAA-eligible · SOC 2 audit-ready
    Test on a file Book a demo

    See how Medrecords AI compares with anything on this page — over a 30-minute call, side by side.

    Last verified: 2026-08-15