Medchart Review

Medical record retrieval is still one of the biggest time sinks for plaintiff firms handling personal injury, mass tort, and medical malpractice cases. Medchart has been working in this space since 2015, and the platform has grown well past simple document fetching. Its Canadian product and its U.S. business, SettLiT, both offer analysis features alongside retrieval. So the question for a plaintiff firm in 2026 is not whether a vendor has AI. It is which combination of retrieval, verification, and litigation-focused review actually fits how you build cases. Codes Health approaches that combination differently, pairing retrieval with Missing Record Review, completeness verification, and AI insights checked by medical and legal specialists.

Key Takeaways

• Medchart was founded in 2015 in Toronto, and CB Insights reports $42.86 million in total funding, including a Series B

• According to InsightAce Analytics, the global medical records retrieval market was valued at $1.1 billion in 2024 and is projected to reach $2.8 billion by 2034, a 10.1% compound annual growth rate

• Medchart and its U.S. brand SettLiT offer both data access and analysis, including records summarization, AI-driven case reports, provider discovery, and integrations with Filevine and SmartAdvocate

• Codes Health works toward complete records in a couple of weeks, combining retrieval with Missing Record Review, flagging of potential breaches of care, and human-verified AI analysis on flat-fee pricing

• Codes Health's July 2026 strategic partnership with Filevine embeds record requests directly inside the case file

• Services promising same-day retrieval often return only what is immediately available electronically, which Codes Health says pulls clients back into the process and contributes to churn

Understanding Medchart's Medical Records Platform

Company Background and Market Position

Medchart is a Toronto-based medical record company that has been operating since 2015. Medchart's main website lists 800+ organizations, 15,000+ providers, and 120,000+ requests.

CB Insights reports $42.86 million in total funding for the company, including a Series B. In the U.S. market, Medchart operates through SettLiT, run by Medchart US Inc., which focuses on personal injury and mass tort firms.

Core Service Offerings

Between the Canadian platform and SettLiT, the product set covers:

• Medical record retrieval from healthcare providers across the U.S. and Canada

• Electronic authorization and e-signature workflows with automatic upload

• Digital delivery of completed records

• Invoice approval and provider fee dispute handling

• Records summarization on the Canadian platform

• AI summarization, AI-driven case reports, and plaintiff fact sheets through SettLiT

• Provider discovery, including suggested providers identified from billing histories

• Medical data insights covering diagnoses, medications, treatment history, providers, labs, and available EMRs

Where Medchart Excels

Medchart holds a strong position in a few specific places:

• Established Canadian presence: a 2021 Canadian Lawyer report said Medchart was used by more than 160 Canadian law firms. For firms handling cross-border matters between the U.S. and Canada, that experience with both healthcare systems is genuinely useful.

• Dual-sided platform approach: Medchart serves both the requester side (law firms) and the releaser side (healthcare providers), which creates network effects that can help retrieval operations.

• Patient-facing access: the company offers consumer-facing capabilities that let patients pull their own records, which extends the product past pure B2B legal work.

• Integration footprint: SettLiT advertises integrations with Filevine and SmartAdvocate along with API access, and Medchart's Canadian support materials document Filevine integration as well.

Where the Real Differences Show Up

Comparing on Workflow, Not Feature Checkboxes

Since both platforms offer retrieval and analysis, the useful comparison is what happens at the seams. A few distinctions come out of the public documentation:

• Missing Record Review: Medchart and SettLiT advertise comprehensive provider discovery, and Medchart can surface suggested providers from billing histories. What is not documented in their first-party materials is a feature matching Codes Health's Missing Record Review, which verifies returned materials against the original request and flags gaps before delivery.

• Breach-of-care flagging: SettLiT advertises substantial AI and medical insights, but there is no advertised feature flagging potential standard-of-care deviations comparable to what Codes Health surfaces for attorney review.

• Pricing transparency: Medchart's Canadian workflow can include healthcare-provider fees or estimates that the law firm approves or disputes. SettLiT references subscription plans and flat-fee medical-data access, but current public materials do not disclose a complete numerical rate card. Codes Health uses flat-fee pricing.

Total Cost of Ownership Considerations

When you evaluate retrieval vendors, compare total case cost rather than a single per-request figure. Depending on the vendor and the plan, a firm may end up paying for:

• Base retrieval or platform fees

• Pass-through provider costs and copy fees

• Any separate chronology or analysis service the firm still uses

• Paralegal review time that the platform does not absorb

• Manual gap detection when completeness is not verified before delivery

The more of these that sit outside a single workflow, the more coordination overhead lands on your staff.

How Codes Health Approaches the Same Problem

AI-Native Litigation Intelligence

Codes Health was built from the start as an AI-native platform aimed at plaintiff litigation. Rather than bolting analysis onto a legacy retrieval workflow, retrieval and review run as one system.

Key capabilities include:

• Missing Record Review: AI cross-references the delivered set against the original request and known patient history, then flags documentation gaps before the record set is treated as complete.

• Flagging of potential breaches of care: the system surfaces possible standard-of-care deviations as flags for attorney review, which matters most in medical malpractice work.

• Pre-existing condition detection: automated identification of prior injuries and conditions relevant to case valuation and defense preparation.

• Future medical expense extraction: AI pulls documented future costs out of the records to support demand letters and settlement negotiations.

These outputs are insights and flags for attorney review, not legal conclusions.

Human-Verified AI Insights

Codes Health pairs AI processing with verification from medical and legal specialists before findings go back to the firm. The verification step is meant to hold the output to the standard required for:

• Case assessment and qualification decisions

• Demand letter preparation

• Settlement negotiations

• Trial preparation and expert witness coordination

Speed Without Sacrificing Completeness

Codes Health works toward complete records in a couple of weeks. The platform prioritizes completeness verification over raw speed, which is a deliberate trade-off.

That approach includes:

• AI-assisted validation of authorizations before submission

• Persistent provider follow-up across calls, faxes, emails, and portals

• Completeness checks comparing returned materials against the original request

• Gap resolution with facilities before a retrieval is closed out

It also means Codes Health does not offer same-day retrieval. Its position is that same-day promises usually deliver only the records already sitting in an electronic pipeline, which sends your client and your staff chasing the rest. Codes Health says that added client involvement is a real driver of churn.

Codes Health identifies incomplete or inaccurate authorizations as a leading preventable cause of denied requests. Missing patient signatures, unclear expiration dates, or unchecked boxes for sensitive records force a correction and resubmission, restarting a response period that federal HIPAA rules generally set at up to 30 calendar days for qualifying individual access requests, with state deadlines varying. The AI review from Codes Health catches misspellings, missing dates of service, and signature issues that would otherwise cause provider rejections.

Seamless Case Management Integration

The Filevine Partnership

On July 13, 2026, Filevine announced a strategic partnership with Codes Health that embeds medical record retrieval directly into the Filevine case management environment. Filevine described it as going beyond a standard third-party integration. Filevine CEO Ryan Anderson called medical record retrieval a long-standing customer pain point and said customers had been asking the company to solve it for years.

The integration lets Filevine users:

• Submit medical record requests directly from relevant case files

• Track request status and provider outreach in real time

• Communicate with the Codes Health team within the case workflow

• Receive completed medical records, billing, and imaging in the Filevine project

• Review retrieval history and completeness status without switching systems

Worth noting for a fair comparison: Medchart and SettLiT also document Filevine integration, and SettLiT advertises SmartAdvocate integration and an API. The distinction is the depth of the Codes Health arrangement, which Filevine positions as an embedded workflow rather than a connector.

Reducing Context Switching

For firms already living in Filevine, the embedded workflow removes the hop between a case management platform, a vendor portal, email, and a downloads folder. Retrieval activity stays linked to the matter, so each case keeps one operational record.

Custom CRM Integrations

For high-volume customers on other case management systems, Codes Health can build custom integrations with CRM platforms, case management tools, and other medical software. That flexibility lets firms adopt AI-powered retrieval without ripping out their existing stack.

Ensuring Data Completeness and Accuracy

Proactive Error Prevention

Codes Health validates requests before submission to catch the issues that quietly cause delays:

• Incomplete authorization forms with missing signatures or dates

• Incorrect provider information that sends requests to the wrong place

• Missing date ranges that produce partial record releases

• Provider-specific requirements that vary by facility and state

Catching these upfront prevents the back-and-forth that stretches retrieval timelines when an authorization problem only surfaces after submission.

Verified Completeness

Codes Health compares received materials against the original request and known patient history rather than simply forwarding whatever providers send. When something looks incomplete, the service works with the facility to resolve the gap before returning the finished set.

That addresses a real risk for plaintiff attorneys: finding out documentation is missing during trial prep, or during trial.

Comprehensive Record Handling

Beyond Basic Clinical Records

Medical, billing, and imaging records each do different work in a plaintiff case:

• Medical records document treatment history, diagnoses, and care received

• Billing records support damages calculations and show treatment costs

• Imaging records provide visual evidence of injuries and conditions

Codes Health retrieves all three types through claims clearinghouses, custodian integrations, proprietary provider networks, patient portals, and traditional fax, email, and phone outreach. Pulling them together consolidates the documentation needed for damages analysis, case valuation, demand preparation, and litigation.

AI-Powered Case Chronologies

The platform automatically organizes, compiles, and summarizes records chronologically. Encounters and bills can be grouped by visit, so legal teams can move through large record sets without sorting thousands of pages by hand.

Chronologies also expose gaps in treatment or documentation, which lets firms request the specific missing records instead of firing off another broad request. Document summaries condense individual records into key findings while keeping links back to source material for verification.

HIPAA Compliance and Data Security

Compliance Standards

Codes Health operates as a HIPAA-compliant platform for handling protected health information, covering retrieval, processing, analysis, and storage for legal customers. Its published materials document encryption, access controls, audit trails, penetration testing, and business associate agreement coverage.

The platform provides:

• HIPAA-compliant e-signature workflows for intake documents

• Secure releases of information and authorization forms

• Secure document storage for retrieved materials

Security Infrastructure

Record data needs protection at every step of the retrieval and analysis workflow. Codes Health maintains security controls appropriate for protected health information across its claims clearinghouse connections, custodian integrations, provider networks, and portal access.

For plaintiff firms, proper data handling is not optional. HIPAA violations create regulatory exposure and can complicate a case if opposing counsel raises data security questions.

When to Choose Each Platform

Medchart May Fit When:

• Your firm handles primarily Canadian cases or cross-border U.S. and Canada matters

• You want data access paired with SettLiT's AI summaries and case reports

• Provider discovery from billing history fits how you build out treatment lists

• You use SmartAdvocate, or want API access for a custom build

• Subscription-style or approval-based fee handling suits your volume patterns

Codes Health Fits When:

• You want retrieval and litigation-focused analysis under one relationship

• Flagging of potential breaches of care matters for your medical malpractice practice

• Verified completeness before delivery would strengthen your case preparation

• Flat fee pricing gives you better cost predictability

• You use Filevine and want the embedded case management workflow

• You handle high-volume personal injury or mass tort caseloads

Why PI Firms Use Codes Health for Retrieval and Review

Plaintiff-side record work fragments quickly. Someone requests the records, someone else checks whether the set is actually complete, and a paralegal ends up as the connective tissue between systems. Codes Health consolidates that into one workflow, from authorization through analyzed records in the case file.

• AI validation of authorizations and provider requirements before submission

• Multi-channel provider follow-up across calls, faxes, emails, and portals

• Completeness verification against the original request and known treatment history

• Flat fee pricing

• Native Filevine integration for firms already working in Filevine

• Custom integrations with CRM platforms and other medical software for high-volume customers

General AI platforms like ChatGPT should not be treated as equivalent to a purpose-built litigation platform with retrieval, source-linked review, missing-record detection, and human verification. They are not designed for litigation-grade medical record review.

Codes Health's MIT-educated engineering team keeps building out additional workflows and products, so the platform continues to evolve, improve, and become more comprehensive as it meets the changing demands of modern legal practices.

Bottom Line

Medchart is not the basic retrieval tool it might have been a few years ago. Between the Canadian platform and SettLiT, you get records access, summarization, AI case reports, provider discovery, and real integrations. Any honest 2026 comparison has to start there.

Where Codes Health separates is the part of the workflow nobody enjoys: proving the record set is actually complete. Missing Record Review checks delivered materials against the original request and known treatment history, then chases the gaps with the facility before the set comes back to you. That is also why Codes Health does not offer same-day retrieval. Its position is that same-day delivery usually means only the records already available electronically, which pushes the remaining work onto your client and your staff, and that added involvement is a meaningful driver of churn. Complete records in a couple of weeks beats partial records this afternoon.

If you want retrieval, completeness verification, and human-verified litigation insights on flat fee pricing, Codes Health was built for that. If your firm runs on Filevine, it all happens inside the case file. Book a demo to see it against your own caseload.

Frequently Asked Questions

How does Medchart's pricing compare to flat fee alternatives?

Medchart's Canadian workflow can include healthcare-provider fees or estimates that the law firm approves, rejects, or disputes. SettLiT references subscription plans and flat-fee medical-data access, and says unsuccessful queries within those plans carry no cost, but current public materials do not disclose a complete numerical rate card. Codes Health uses flat fee pricing that bundles retrieval, chronology, and AI analysis, which makes cost recovery calculations simpler to run.

Can Medchart integrate with U.S. case management systems?

Yes. SettLiT documents integrations with Filevine and SmartAdvocate and advertises an API, and Medchart's Canadian support materials also document Filevine integration. Codes Health has a July 2026 strategic partnership with Filevine that embeds retrieval directly into case files, and it can build custom integrations for high-volume firms on other platforms.

What types of law firms does Medchart primarily serve?

Medchart serves firms handling medical-related cases across personal injury, mass tort, and medical malpractice. A 2021 Canadian Lawyer report said more than 160 Canadian law firms used the platform, and SettLiT now runs an explicitly U.S.-focused personal injury and mass tort business. Firms weighing options should look at which vendor covers the specific steps their staff currently handles manually.

How do retrieval timelines compare between platforms?

Traditional retrieval workflows often run for months. Codes Health works toward complete, verified records in a couple of weeks by combining AI-assisted validation, persistent provider follow-up, and completeness verification before closing a request. Medchart does not prominently publish specific turnaround times, so confirm those directly.

What happens when retrieved records are incomplete?

Platforms without a completeness step generally deliver what providers send, leaving the firm to spot and chase gaps. The Missing Record Review feature from Codes Health cross-references delivered materials against the original request and known patient history to identify documentation gaps, then works with facilities to resolve them before the completed set goes back to the firm.