CASEMARK FOR MEDICAL RECORDS RETRIEVAL

Turn Medical Records Into Revenue

A free, white-labeled delivery portal for your medical records — with built-in AI summaries and record interrogation that generate revenue for you through revenue share. No upfront cost. No subscription.

Get Your Free PortalSchedule a Demo
FREE
Branded Delivery Portal
Your logo, your domain, secure sharing. No cost.
REVENUE SHARE
"Interrogate These Records"
Every delivery includes this link. You earn when clients use it.
REVENUE SHARE
AI Medical Summaries
Chronologies, narratives, billing summaries. You earn on every one.
INCLUDED
HIPAA + SOC 2 Type II
Enterprise-grade security for PHI. BAA available.
FREE
Branded Delivery Portal
100K
Pages Per Upload
<15 min
Standard Case Turnaround
5 min
Portal Setup Time

Your Clients Don't Want Records. They Want Intelligence.

Every law firm and insurance carrier you serve has the same problem: drowning in medical records and starving for clarity. Right now, that analysis goes to nurse reviewers charging $150+/hour — or it doesn't get done at all. CaseMark gives you a free branded portal that replaces email and FTP, and pays you revenue share when your clients use AI to interrogate or summarize those records.

Free Portal, Zero Risk

The branded delivery portal is free. No subscription, no per-delivery fees. Replace email and FTP with a professional experience at zero cost.

Revenue You're Not Capturing

Law firms pay $150–$500+ per case for medical record review. With CaseMark, that analysis happens through your portal — and you earn a share of every session.

Scale Without Hiring

No nurse reviewers to recruit. No analyst headcount to manage. Process 10 cases or 10,000 — capacity is never the constraint. Your revenue share grows with every case.

One Platform. Three Capabilities.

Start with a free branded delivery portal. Earn revenue when your clients interrogate records or generate AI summaries.

FREE

Deliver

A branded portal that replaces email and FTP

A white-labeled delivery portal — your logo, your colors, your domain — completely free. Your clients receive a secure, branded link to access their records. No subscription. No per-delivery fees.

REVENUE SHARE

Interrogate

"Interrogate These Records" — the link that generates revenue

Every delivery includes an "Interrogate These Records" link. Your clients ask questions across the full record set — no document limits. Every session earns you revenue share.

REVENUE SHARE

Summarize

AI-powered medical summaries that generate revenue share

Your clients generate medical chronologies, narratives, billing summaries, and analysis directly from the records you delivered. Every summary earns you revenue share.

Purpose-Built for Medical Records

Every workflow is designed for the specific demands of medical record analysis in legal and insurance contexts. Not generic AI — structured outputs with citations, Bates numbers, and ICD codes.

Medical Record Summarization

Purpose-built for medical record analysis in legal and insurance contexts. Structured outputs with citations.

Medical Chronology
Sample →
Complete timeline of treatments, diagnoses, ICD codes, and provider visits with Bates number references
Medical Narrative
Sample →
Full medical history summarized in clear, readable narrative form for demand letters and case evaluations
Medical Record Analysis
Sample →
Deep analysis of medical records — patterns, inconsistencies, and connections across providers and time periods
Medical Billing Summary
Extracts and organizes billing information, procedure codes (CPT/HCPCS), costs, and provider charges

Litigation Support

Additional workflows for deposition and trial support alongside your medical records services.

Deposition Injury Summary
Summarizes injuries, treatments, and medical findings optimized for deposition preparation
Page-Line Summary
Sample →
Classic page/line format with configurable density and Bates numbering
Narrative Summary
Sample →
Flowing prose narrative of the full deposition story

Interrogate

Multi-document AI Q&A triggered from every delivery through your portal.

Unlimited Record Sets
No document limits — interrogate the full medical history across all providers
Page/Line Citations
Every answer cites the exact page and line so attorneys can verify in seconds
Contradiction Detection
Automatically flags inconsistencies between treatment notes and billing records
Timeline Generation
Build treatment timelines across documents, providers, and time periods

Audio & Video

Convert IME recordings, dictated medical notes, and depositions into text.

Speaker Diarization
Automatic speaker identification and labeling throughout the transcript
30+ Formats Supported
MP3, MP4, WAV, M4A, MOV, and dozens more. Files up to 8 GB
Smart Auto-Detect
Automatically selects the optimal workflow based on the input type
INTERROGATE — REVENUE SHARE

Every Delivery Is an Invitation to Go Deeper

Every file delivery includes a prominent link: “Interrogate These Records.” Your client clicks it, asks questions across the entire record set in plain English — no document limits — and gets cited answers in seconds. Every session earns you revenue share.

What your clients will ask:

  • “What are all diagnoses across these records?”
  • “Create a treatment timeline from ER visit through discharge”
  • “Identify gaps in treatment between providers”
  • “Flag inconsistencies between treatment notes and billing”
  • “What medications were prescribed and by which providers?”
Get Your Free Portal

The Revenue Flywheel

1
Deliver Records (Free)
Send records through your branded portal instead of email
2
Client Clicks "Interrogate"
Asks questions across the full medical history
3
You Earn Revenue Share
Every Interrogate session and summary generates income
4
Client Comes Back
Before depositions, during discovery, ahead of mediation
No document limits — interrogate the full record set
Page/line citations on every answer
Automatic contradiction detection
Timeline generation across documents
Session persistence — pick up where you left off
Shareable sessions through your branded portal
Side-by-side PDF viewer with citation linking

Your Portal. Your Brand. Free.

Every delivery goes through a fully branded portal. Your clients see your logo, your colors, and your domain. CaseMark stays behind the scenes. The portal is completely free.

Your Brand, Your Portal

Custom logo, colors, fonts, and domain. Your clients interact with your brand. CaseMark is invisible. Setup in under 5 minutes via BrandFetch auto-detection.

Custom Domain

Use yourfirm.casemark.app for free, or connect your own domain like records.yourfirm.com. Clients never see the CaseMark name.

Branded PDF Reports

Every generated summary includes your logo, contact info, and branding. Download-ready for your clients' case files.

Secure Sharing

Password protection, email verification, expiration dates, view limits, and a full access audit log. Built for PHI.

Sub-Portals for Clients

Create dedicated sub-portals for each law firm or insurance client. Separate environments, separate access, all managed by you.

Instant Setup

Enter your website URL and we auto-detect your branding via BrandFetch. Your portal is live in under 5 minutes. No developers needed.

Sub-Portals for Your Law Firm & Insurance Clients

Create dedicated sub-portals for each client. They get their own login, their own report library, and their own access to Interrogate and Summarize. Every usage earns you revenue share.

HIPAA Compliant. SOC 2 Type II. Built for PHI.

Medical records demand the highest standard of data protection. CaseMark was built for this from day one — not bolted on after the fact. Your clients trust you with protected health information. We protect that trust.

Request Security Documentation
HIPAA compliant with BAA available
SOC 2 Type II certified
AES-256 encryption at rest and in transit
Complete multi-tenant data isolation
No AI training on customer data — ever
Full share access audit logs

Free Portal. Revenue Share. Zero Risk.

This isn't a subscription. It's a partnership.

FREE

Delivery Portal

White-label portal, custom domain, sub-portals, secure sharing, audit logs — all included at no cost. Deliver as many records as you want.

REVENUE SHARE

Interrogate

When your clients use Interrogate, you earn a share of the revenue. The more they use it, the more you earn. No caps.

REVENUE SHARE

AI Summaries

Every chronology, narrative, and billing summary generated through your portal earns you revenue share. Volume compounds.

Want to understand the revenue share model in detail? Let's talk and we'll walk through the economics based on your volume.

See It In Action

PI Medical Chronology + Interrogate Upsell

Scenario: Plaintiff firm sends 200+ pages of medical records from an auto accident case. They need a medical chronology for case evaluation.

With CaseMark: Deliver records through your free portal. Attorney clicks "Generate Chronology" — done in 15 minutes. Two weeks later, they click "Interrogate These Records" to prep for deposition. Two revenue share events from one free delivery.

Revenue events per delivery: 2+

Mass Tort Records at Scale

Scenario: Firm managing 500+ claimants needs medical chronologies for every claimant. Tens of thousands of pages across multiple providers.

With CaseMark: Deliver records per claimant through your free portal with per-client sub-portals. The firm generates chronologies and Interrogate sessions directly. 500 claimants = 500+ revenue share events.

Claimants processed: unlimited

Insurance Claim Summarization

Scenario: Insurance carrier needs a medical billing summary to evaluate a claim. 150 pages of records from three providers.

With CaseMark: Deliver records through your free portal. Carrier clicks "Generate Billing Summary" — CPT/HCPCS codes, itemized costs, provider charges organized by date. Same day. You earn revenue share.

Turnaround: same day

IME Preparation via Interrogate

Scenario: Attorney prepping for an IME needs to understand full treatment history across 400 pages from 6 providers.

With CaseMark: Records already delivered through your portal. Attorney clicks "Interrogate These Records" and asks about gaps in treatment, medication history, and billing inconsistencies. Cited answers in seconds. Revenue share earned on a delivery you already completed.

Hours saved per case: 6-8

Built For

Medical Records Retrieval Firms

Free delivery portal with revenue share on AI usage. Same clients. New revenue. Higher retention.

Litigation Support Companies

Expand your service menu beyond document management. Deliver records with built-in AI analysis.

Legal Nurse Consultants

Multiply your capacity. Use CaseMark to draft initial summaries, then apply your clinical expertise.

Insurance Claims Operations

Process medical records for claims evaluation at scale. Standardized outputs. Consistent quality.

Frequently Asked Questions

How much does the delivery portal cost?

Nothing. The white-label delivery portal is completely free — no subscription, no per-delivery fees, no minimums. You use it to deliver medical records to your clients with your branding, your domain, and full security controls. It's a better experience than email or FTP, and it costs you nothing.

How does the revenue share work?

Every delivery through your portal includes "Interrogate These Records" and "Generate Summary" links. When your clients use either capability, you automatically earn a share of the revenue. You don't bill your clients for the AI — CaseMark handles that. You just receive your share. Attorneys come back repeatedly as cases evolve, so a single delivery can generate multiple revenue events.

Will my clients know I'm using AI?

Only if you want them to. CaseMark is 100% white-labeled. Your logo, your colors, your domain, your branded PDFs. Clients interact with your portal, never ours.

How accurate are the summaries?

CaseMark's medical workflows are purpose-built for legal and insurance use cases. Every entry in a medical chronology includes Bates number and page references so attorneys can verify any data point against the source records in seconds. We use purpose-built legal AI models, not generic chatbots.

Is CaseMark HIPAA compliant?

Yes. CaseMark is fully HIPAA compliant and SOC 2 Type II certified. We execute Business Associate Agreements (BAAs) with all partners. All data is encrypted with AES-256 at rest and in transit. Your medical records are never used to train AI models.

How is this different from ChatGPT or generic AI?

CaseMark is purpose-built for legal and medical documents. We handle up to 100,000 pages per upload (ChatGPT can't). Every output includes page and line citations (ChatGPT doesn't). We're HIPAA compliant and SOC 2 Type II certified. Your data is never used for AI training. And we produce structured, branded deliverables — not chat responses.

What file formats do you support?

Over 30 formats including PDF, DOCX, TIFF, JPEG, PNG, and scanned images. We also support audio and video files up to 8 GB — useful for IME recordings and dictated medical notes.

Can my law firm clients use the portal directly?

Yes. You can create sub-portals for each law firm or insurance client. They get their own login, access their records and reports on demand, and trigger Interrogate and Summary workflows directly — all under your brand. Every usage earns you revenue share.

How fast can I get started?

Most partners are delivering records through their branded portal within an hour. Portal branding takes under 5 minutes — we use BrandFetch to auto-detect your logo, colors, and fonts. Start delivering records immediately at no cost. Revenue share kicks in automatically as your clients use the AI.

What about PHI security and data retention?

PHI security is our highest priority. All medical records are encrypted with AES-256 at rest and in transit. Access controls include password protection, email verification, expiration dates, view limits, and full audit logging. Your data is never used to train AI models. You control data retention — delete on demand or configure automated policies. We execute BAAs with all partners.

Stop Emailing Records. Start Earning From Them.

A free, branded delivery portal that turns every record you retrieve into a revenue opportunity. Your clients get a better experience. You get paid when they go deeper with AI. Zero risk. Zero cost.

Get Your Free PortalSchedule a Demo