ChartInsight

ChartInsight: Features, Software Overview & Case Studies

Verifiable, customizable medical record summaries for attorneys

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ChartInsight, by Gemini Legal, is an AI-powered medical records indexing and summarization tool built for attorneys and law firms handling personal injury, workers' compensation, and related matters. It turns large volumes of medical records into organized, verifiable summaries, helping legal teams locate key evidence faster and accelerate case turnaround.

Product

ChartInsight

Use cases

Litigation & Dispute Resolution · Document Management

Headquarters

United States

Last updated

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Overview

What ChartInsight does

ChartInsight indexes up to 1,500 pages per hour and has processed over 28 million medical record pages since launch. Trained on more than 300,000 pages of actual medical records, it offers a reference-column citation feature so users can verify summary accuracy against source documents. The web-based app supports a chatbot assistant, email-delivered indexes, custom templates, OCR extraction from images, and an API with a built-in Clio Manage integration. SOC 2 and HIPAA compliant, with self-hosted AI models and configurable record retention.

What it does

ChartInsight core capabilities

Verifiable Accuracy

Reference-column citations link summaries to exact source records.

Customizable

Custom templates, focused AI instructions, and editable chronologies.

Secure and Compliant

SOC 2 and HIPAA compliant with end-to-end encryption.

Cost-Effective

Indexes up to 1,500 pages per hour with pay-per-use pricing.

API Integration

Built-in Clio Manage integration plus simple API for other platforms.

Technical specifications

  • AI trained on 300,000+ medical record pages
  • OCR data extraction from images
  • REST API
  • Integrations: Clio Manage
  • SOC 2 compliant
  • HIPAA compliant
  • Self-hosted AI models
  • Custom record retention settings

Who it is for

Who ChartInsight is built for

Target audience

  • Mid-Sized Law Firm
  • Chambers & Individual Lawyers

Team size

  • 11-50
  • 51-200

Case studies

Verified customer results

There are not enough reviews for ChartInsight at DreamLegal. Try exploring different products for exploring case studies.

Trust & compliance

ChartInsight security at a glance

Security certifications

SOC 2HIPAAEnd-to-end encryptionSelf-hosted AI modelsCustom record retention

Named enterprise customers

Conner Harper, LLPSmith Jackson, LLPSilberman & Lam, LLP

Pricing details

ChartInsight pricing

Starting price

$7.50 per upload + $0.15 per page

Pricing model

Usage-based

Free version

Not offered

Pay-per-use: $7.50 per upload plus $0.15 per page processed.

Product videos & screenshots

See ChartInsight in action

Product interface

ChartInsight Interface

Comparisons

Popular ChartInsight comparisons

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Transparency

ChartInsight sources

Pages used to generate and verify this profile.

  1. 1https://gemini.legal/products/medical-records-indexing

FAQs

Frequently asked questions about ChartInsight

Yes. ChartInsight was built for in-house Gemini Legal teams handling protected health information, so it uses end-to-end enterprise-grade encryption, self-hosted AI models, and rigorous compliance standards. The entire process is SOC 2 and HIPAA compliant, and users can review validations through the Gemini Legal Trust Center.

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