Legal & Insurance

Connecting Legal & Insurance to the Nation’s Health Data

Delivering the industry’s #1 record retrieval and claims intelligence solution for carriers, law firms, and TPAs to resolve claims faster, more efficiently, and securely.

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Products and Solutions

End-to-End Solutions for Claims, Litigation, and Risk

From record retrieval to expert analysis, we provide secure, scalable solutions that streamline every stage of the claims and litigation process.

Record Retrieval

Faster access to complete medical records

Our nationwide provider network and digital-first workflows enable the exchange of medical records safely and securely with our HIPAA compliant, SOC II Type 2 certified, and HITRUST® r2 certified portal.

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Record Finder

Uncover more evidence with less effort

Proprietary technology analyzes case details to identify additional provider locations where relevant records may exist—without adding manual steps.

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Canvassing

Reveal the full story behind every claim

Comprehensive medical and social canvassing uncovers hidden conditions, treatment history, and fraud signals that can dramatically impact outcomes.

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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.

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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.

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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.

Trusted Partnership

Chosen by 90% of top carriers and more than 1,000 leading law firms.

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.

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.”

Ginger R.
Emedex

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.”

Courtney H.
Huffman & Huffman

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.”

Conor Horton
Associate Vice President – McLeod Physicians Associates