ChartSquad
ChartSquad operates a HIPAA- and HITECH-compliant Personal Health Record SaaS platform that lets U.S. patients retrieve and share medical records from any provider, while serving plaintiff-side law firms with AI-powered summaries, chronologies, and case tools via on-demand professional services and case management integrations.
- Company typePrivate
- Founded2012
- HeadquartersSan Juan Capistrano, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What ChartSquad does
ChartSquad Inc. is a privately held, Utah-incorporated software company founded on December 25, 2012 by Chris Carpenter (Founding CEO) and Melanie Carpenter (Chief Legal Officer). It operates a HIPAA- and HITECH-compliant Personal Health Record (PHR) SaaS platform that enables U.S. patients to request, retrieve, centralize, and share their medical records from any treatment provider through a secure online portal and mobile app, leveraging federal patient-access rights to obtain records at the federally permitted provider fee (national average $6.50). The platform's technical core combines a provider-relationship database of approximately 50,000 U.S. medical providers accumulated over 13 years, an EHR Audit Trail retrieval capability, a Treatment Tracker visualization layer with automatic gap detection, an OCR-driven HIPAA/HITECH violation reporting tool, and — launched in August 2024 — a proprietary AI Medical Record Summaries engine trained on hundreds of thousands of medical records that reads scanned/image PDFs and claims 98% accuracy at $0.35 per page.
The company operates a hybrid GTM model across two segments. For patients, PHR accounts are free with no subscription or contract; revenue from this consumer side is effectively pass-through provider fees. For legal professionals, primarily plaintiff-side personal injury, mass tort, medical malpractice, worker's comp, disability, and consumer law attorneys, ChartSquad sells on-demand professional services (medical record retrieval, AI summaries, chronologies, demand packages, lien resolution, life care planning, expert witness location) plus add-on case tools delivered through a vetted partner network, with a custom open API integrating into case management platforms such as Clio and FJA. Pricing for professional services is quote-based, while AI summaries are usage-based at $0.35/page. ChartSquad has raised a single disclosed $4 million growth investment from Dallas-based Cypress Growth Capital in August 2023, marked as Cypress's 50th portfolio company, with capital directed at scaling sales, marketing, and software development.
ChartSquad firmographics
Firmographics- Name
- ChartSquad
- Legal name
- ChartSquad Inc.
- Website
- https://chartsquad.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ChartSquad operates a HIPAA- and HITECH-compliant Personal Health Record SaaS platform that lets U.S. patients retrieve and share medical records from any provider, while serving plaintiff-side law firms with AI-powered summaries, chronologies, and case tools via on-demand professional services and case management integrations.
- Ownership category
- akta.pro rank
ChartSquad industry classification
Industry- Product category
- Healthcare Records Management Software
- NAICS
- Professional, Scientific, and Technical Services (541), Legal Services (5411)
- SIC
- Services-Health Services (8000), Services-Legal Services (8111)
- akta.pro primary industry
- Patient Chart Abstraction, Data Migration & EHR Archiving/Decommissioning (HLACAAAM)
- akta.pro secondary industries
- Real-World Data (RWD) Platforms & Clinical Data Curation (HLACAIAJ), Consent, Preference & Data Rights Management (incl. HIPAA/GDPR support) (HLACAIAG), Medical Coding, Billing & Clinical Documentation Support (BPAAAFAD), Record Locator Services (RLS) & Longitudinal Record Aggregation (HLACABAH)
Keywords
Where ChartSquad is headquartered
LocationHeadquarters
- HQ city
- San Juan Capistrano
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ChartSquad business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Professional Services for Law Firms: Revenue from attorneys and law firms using professional services including medical record retrieval, AI summaries, medical chronologies, billing summaries, demand packages, lien resolution, life care planning, expert witness location, and other case tools. No contracts, on-demand usage. Approximately 50,000 medical providers in database.
- AI Medical Record Summaries: Usage-based pricing at $0.35 per page for AI-generated summaries; compared to nurse paralegal at $0.85/page and physician reviews at higher rates. Faster (20x) and more accurate (98%) than human review.
- Add-On Case Tools (Vetted Partners): Revenue from optional add-on case tools including Simple Medical Chronology, Deposition Summaries, Demand Letters, Life Care Planning, Lien Resolution, Mass Tort Qualifiers, Implant/RX Summaries, etc., offered via vetted partners through the portal.
- Patient PHR Accounts (Free): Free Personal Health Record accounts for patients - no subscription, no membership fees, no contracts. ChartSquad does not profit from patient record access; only pass-through provider fee of $6.50 average per request.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Patient PHR Account - Free |
| Other | Pay-as-you-go | Professional Services for Law Firms - Quote-based |
| Usage-based | Pay-as-you-go | AI Medical Record Summaries - $0.35/page |
| Unit Pricing | Pay-as-you-go | Provider Fee Pass-Through |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
ChartSquad product offering
Product offeringCore offering
ChartSquad operates a HIPAA- and HITECH-compliant Personal Health Record (PHR) SaaS platform that allows any U.S. patient to request, retrieve, store, and share their complete medical records electronically from any U.S. provider at the federally mandated lowest legal cost (~$6.50 provider fee). The company also provides on-demand professional services and AI-powered medical record summaries for plaintiff-side attorneys and law firms handling personal injury, mass tort, medical malpractice, worker's compensation, and other civil litigation cases, with a custom open API for integration into legal case management systems such as Clio and FJA.
Product overview
ChartSquad offers a single HIPAA- and HITECH-compliant Personal Health Record (PHR) platform as its core product, augmented by a layered set of sub-products and case-tool modules for two audiences: (a) consumers, served through Patient Record Services where individuals build a free PHR and request records from any U.S. provider; and (b) legal professionals, served through Professional Services and the Professional Case Tools suite that includes Simple Medical Chronology, Narrative Medical Chronology, Billing Summary, Demand Letter Package, Mass Tort Qualifiers (Camp Lejeune, Elmiron, JUUL, Talcum Powder, NEC), Lien Resolution, Medicare Set-Aside, Life Care Planning, Billing Discovery Review, and Treatment Tracker (Live View). The AI-powered ChartSquad AI Medical Record Summaries module, the ChartDrop portal feature, the ChartSquad Mobile App, the Savings Calculator, and the white-label Free Custom Mobile App for Attorneys extend the core platform. A custom open API allows integration with case management systems including dedicated Clio and FJA integration pages. Together these offerings let ChartSquad act as the single-source PHR backbone that other modules and partner tools build upon.
Differentiator
Problem solved
Functional benefit
Brands
- ChartDrop: A distinct ChartSquad product feature referenced in the main site navigation linking to portal.chartsquad.com/chartdrop for record delivery/sharing.
Products and services
- ChartSquad Personal Health Record (PHR) Platform Flagship HIPAA- and HITECH-compliant PHR SaaS platform that lets any U.S. patient request, retrieve, store, manage, and share complete medical records electronically via a secure online portal and mobile app, leveraging federal patient access rights rather than third-party retrieval fees.
- Patient Record Services Consumer-facing service that lets individual patients create a ChartSquad PHR account in about 2 minutes and request medical records from any U.S. treatment provider; ChartSquad handles all provider communication, follow-ups, pushback, and delivery to the patient's PHR. Free for patients with pass-through $6.50 national average provider fee.
- Professional Services B2B offering for personal injury, mass tort, civil injury, medical malpractice, worker's compensation, disability, elder abuse, immigration, consumer law, premises liability, and inmate/police/military injury practices. Attorneys register their firm, connect via the custom API to their case management platform, and use ChartSquad to retrieve client records and run case tools; on-demand with no contracts, no quotas, free re-opens, and deferred financing.
- Professional Case Tools Suite of optional attorney case tools accessed through the ChartSquad dashboard, including Simple and Narrative Medical Chronology, Deposition Summaries, Billing Summary, Medical & Billing Record Organization, Medical Index, Medical Provider List, Pain & Suffering Chart, Demand Letter Package, Mass Tort Qualifiers (Camp Lejeune, Elmiron, JUUL, Talcum Powder, NEC), Lien Resolution, Medicare Set-Aside, Special Needs Trust, Life Care Planning, Medical Cost Projections, Expert/Consultation Services, Billing Discovery Review, Record Archiving, Nationwide Skip Tracing, Nationwide Process Service, Litigation Paralegal Services, On-Demand Paralegals, Summons & Complaint drafting, Business Valuations, and Free Custom Mobile App for Attorneys.
- ChartSquad AI Medical Record Summaries Proprietary AI platform that produces medical record summaries, simple and narrative medical chronologies, deposition summaries, billing summaries, and qualifier reports; marketed as 98% accurate, 20x faster than human reviewers, and 3x more cost-effective at $0.35 per page, with the ability to read scanned/image PDFs and interpret medical coding. Targeted at attorneys and law firms handling personal injury, mass tort, and medical malpractice cases.
- Treatment Tracker (Live View) Industry-first visual chronological timeline of every patient treatment - appointments, providers, and procedures - mapped chronologically with automatic gap detection, provider type breakdown, bill amounts, billing discovery, and gap-analysis reports. Available to Professional Services users.
- ChartDrop ChartSquad portal sub-product accessible via portal.chartsquad.com/chartdrop for secure document and medical records drop, sharing, and management.
- ChartSquad Mobile App Mobile app giving patients and professionals secure on-the-go access to their ChartSquad PHR, referenced on the homepage as working on desktop, tablet, and mobile.
- Free Custom Mobile App for Attorneys and Law Firms White-label mobile app offering (with firm's own logo and design) for attorneys and law firms in all practice areas, included within the Professional Case Tools suite.
Quantifiable outcome
- $5,036,297 saved for patients in 12 months
- +7 more outcomes
Companies that use ChartSquad
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
ChartSquad technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability9 records
Feature7 records
ChartSquad partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- CliocoreListed as 'ChartSquad + Clio' on the website, indicating an integration or compatibility relationship with the Clio legal case management platform. ChartSquad offers custom API integration with case management software including Clio.
- FJA (Florida Justice Association or similar legal association)minorListed as 'ChartSquad + FJA' on the website, suggesting a marketing or membership relationship, likely with the Florida Justice Association or similar trial lawyer association.
- Joe Tolan / Outsourced I.T. PartnercoreOriginal outsourced I.T. company partner; Joe Tolan wrote the original code and helped build the first server/website for ChartSquad, which started in founder Chris Carpenter's garage. Represents the foundational technology partnership.
- Med-Chron PartnercorePartner organization providing Simple Medical Chronology services to ChartSquad customers; team trained and refined over 5 years to produce quality medical record chronologies at lower price points than competitors.
- Melanie Carpenter (Special Counsel / Chief Legal Officer / Co-Founder)coreCo-founder, attorney, and Chief Legal Officer who is also married to founder Chris Carpenter; she provides legal expertise, thought leadership on HIPAA/HITECH compliance, OCR violation advocacy, and is the public face of ChartSquad's compliance and patient rights mission.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
ChartSquad competitors and assessment
Company assessmentDirect peers
- Ciox Health (Datavant): Ciox Health (now part of Datavant) is one of the largest U.S. health information management and medical record release companies, directly comparable to ChartSquad's medical record retrieval and Designated Record Set delivery services for providers, payers, and legal requesters.
- MRO Corp: MRO is a leading Release of Information (ROI) and clinical data retrieval platform serving hospitals, health systems, and law firms. Its enterprise focus on HIPAA-compliant record release closely parallels ChartSquad's core retrieval workflow and legal-customer use case.
- Verisma: Verisma is a Release of Information automation and medical record management vendor for health systems. Like ChartSquad, it focuses on compliant patient record access and serves requesters including attorneys and patients, though with a health-system-first distribution model.
- ChartRequest: ChartRequest is a HIPAA-compliant online medical record request platform purpose-built for personal injury and other plaintiff attorneys, with a pricing and self-service model directly comparable to ChartSquad Professional Services. It is one of the closest direct competitors in the legal medical records niche.
- Medivance Inc. Medivance provides medical record retrieval and review services for legal and insurance clients, with similar plaintiff-side and mass tort exposure. It competes with ChartSquad for law firm professional services and AI-assisted record review engagements.
Emerging players
- SmarteXp: SmarteXp applies AI to medical record review and summary for plaintiff attorneys, directly competing with ChartSquad AI Medical Record Summaries on speed and cost for personal injury and mass tort cases. It is a closer functional overlap than general-purpose legal AI tools.
- DeepScribe: DeepScribe is an AI medical documentation company focused on clinical note generation for physicians. While its primary market is ambient clinical documentation rather than legal records, its AI-on-medical-text capability makes it a comparable technical peer in healthcare NLP/AI.
Others
- Clio: Clio is the leading cloud legal practice management platform and an explicit ChartSquad integration partner. It is not a direct competitor, but it is the platform through which many of ChartSquad's law firm customers consume its record retrieval API, making it a critical channel/ecosystem peer.
Broad incumbents
- Datavant: Datavant is a large health data connectivity and real-world data platform that acquired Ciox Health. It operates at a much broader scale than ChartSquad in clinical data exchange and de-identified record aggregation, making it a relevant incumbent in adjacent health data infrastructure.
- Health Gorilla: Health Gorilla is a Clinical Information Network and health information exchange that aggregates patient records across providers for payers, providers, and digital health companies. It is a broader-incumbent peer in interoperable patient record access where ChartSquad competes as a more consumer/law-firm-focused alternative.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
ChartSquad social profiles
Digital presenceChartSquad compliance and trust
Trust signalCompliance3 records
ChartSquad financial estimates
Financial estimateRevenue estimate
Valuation estimate
ChartSquad leadership team
Management profileNumber of profiles
Profiles2 records
ChartSquad funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ChartSquad M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ChartSquad
What does ChartSquad do?
ChartSquad operates a HIPAA- and HITECH-compliant Personal Health Record (PHR) SaaS platform that allows any U.S. patient to request, retrieve, store, and share their complete medical records electronically from any U.S. provider at the federally mandated lowest legal cost (~$6.50 provider fee). The company also provides on-demand professional services and AI-powered medical record summaries for plaintiff-side attorneys and law firms handling personal injury, mass tort, medical malpractice, worker's compensation, and other civil litigation cases, with a custom open API for integration into legal case management systems such as Clio and FJA.
Is ChartSquad a public or private company?
ChartSquad is a private company. It is classified as venture growth investor backed and is currently operating.
When was ChartSquad founded?
ChartSquad was founded in 2012. It employs 11 to 50 people.
Where is ChartSquad based?
ChartSquad is headquartered in San Juan Capistrano, United States, in the North America region.
How does ChartSquad make money?
Four revenue lines are on record. Professional Services for Law Firms are the primary driver. The others are AI Medical Record Summaries, add-On Case Tools (Vetted Partners) and patient PHR Accounts (Free).
Who are ChartSquad's main competitors?
Direct peers on record are Ciox Health (Datavant), MRO Corp, Verisma, ChartRequest and Medivance Inc.. Emerging players are SmarteXp and DeepScribe. Clio is listed as an others. Broad incumbents are Datavant and Health Gorilla.
Does ChartSquad have an API?
Yes. ChartSquad offers a custom open API that allows law firms and legal technology platforms to integrate ChartSquad's medical record retrieval and Personal Health Record (PHR) capabilities directly into their own case management systems. Partners can connect ChartSquad securely to a case management platform or use a custom-built API that sends client/case information to ChartSquad and receives records back. The Professional Services page also states "Connect ChartSquad securely to your case management platform or use our custom API" and "We can also set up a custom API with your platform. Contact us for information!" No public REST/GraphQL documentation URL, SDK language, auth method, rate limits, versioning, or sandbox availability is published.
What industry is ChartSquad in?
ChartSquad's product category is Healthcare Records Management Software. Its primary akta.pro industry code is HLACAAAM, Patient Chart Abstraction, Data Migration & EHR Archiving/Decommissioning, with a secondary code of HLACAIAJ, Real-World Data (RWD) Platforms & Clinical Data Curation. Its NAICS code is 541 and its SIC code is 8000.