Legal & Insurance
Connecting Legal & Insurance to the Nation’s Health Data
Delivering the industry’s #1 record retrieval and medical record intelligence solution to help carriers, law firms, and TPAs access, understand, and act on critical information faster.
Products and Solutions
End-to-End Solutions for Insurance and Legal Professionals
From record retrieval to advanced medical record analysis, we provide secure, scalable solutions that streamline every stage of the decision-making process.
Record Retrieval
Faster access to complete medical records
Partner with the nation’s largest full-service medical record retrieval provider to reduce delays, simplify record collection, and securely access the information you need with our HIPAA aligned, SOC II Type 2 certified, and HITRUST® r2 certified portal.
Record Discovery
Reveal the full story behind every claim
Combine intelligent record discovery with comprehensive medical and social canvassing to uncover hidden conditions, treatment history, additional provider locations, and potential fraud indicators. Proprietary technology helps identify relevant records that may otherwise be missed, providing a more complete view of the claim with less manual effort.
Claims Organization & Intelligence Services
Turn complex records into clear insights
Expert indexing, chronology, and analysis transform raw data into actionable intelligence that strengthens negotiation, defense, and settlement strategy.
Expert Witness Services (AMFS)
Strengthen cases with trusted expertise
A national network of board-certified physicians provides independent medical reviews, IMEs, and testimony to support confident, evidence-based case decisions.
Record Summaries & Insights
Accelerate medical record reviews with trusted AI
Save up to 39% of the time spent on manual review with AI-powered medical record analysis that organizes, summarizes, and surfaces key information from thousands of pages in hours, not days, with over 98% accuracy.
Expert Collaboration
Collaborate securely with experts and stakeholders
Securely view, manage, and share DICOM images, medical records, billing records, and other sensitive information. Provide third-party medical experts and IMEs with controlled access to diagnostic-quality images and records, with full visibility throughout the review process.
Faster Turnaround
Retrieve records in 10 days or less.
Nationwide Reach
Connect to more than 80% of providers across the country through our secure Provider Network.
Intelligent Summaries
Transform records into organized summaries and insights.
Proven Efficiency
Save 30–40% in administrative labor per request through automation and digital workflows.
Unmatched Compliance
Built on HIPAA, SOC II Type 2, and HITRUST® r2 certified infrastructure for data security.
Trusted Partnership
Chosen by 90% of top carriers and more than 1,000 leading law firms.
“Everything can be managed through one portal, ChartSwap is a fantastic resource to help us unburden our staff from tedious attorney requests. It is so convenient and helpful that everything can be managed through one portal.”
“Reduced the time we spend on record retrieval, ChartSwap has absolutely reduced the time we spend on record retrieval, and we are able to focus on other elements of the case.”
“So much more efficient with ChartSwap, we have completely eliminated the manual process. Now everything is electronic, which is so much more efficient. They are great getting back with solutions to our problems or requests. ChartSwap is able to fix all our problems and make requested modifications.”
