Source-page citations on every entry
Ask whether an entry opens its underlying document and physical page. Check that the cited passage supports the date and clinical statement, not just that the link opens. A working citation is necessary for review but does not establish factual accuracy or legal admissibility.
A verification workflow, not blind trust
Treat AI extraction as a draft. Ask what each review signal measures and how uncertain dates, conflicting patients and unreadable pages are handled. OCR confidence is not the same as confidence that a clinical statement is correct.
OCR for scanned, faxed & handwritten records
Test an invented low-contrast scan and handwritten note. Check dates, decimal values and medication units against the image. Ask how a page that cannot be read is reported; an empty OCR result alone does not prove that the source page is blank.
Editable, attorney-ready output
You will need to re-order, annotate, merge duplicates, and hide noise — and have those edits survive export to PDF, DOCX, or a spreadsheet for your demand package, deposition prep, or trial binder.
Per-case AI chat or natural-language search
Ask a question with a known source-backed answer, then one the supplied records cannot answer. Check whether citations support each answer and whether missing evidence stays explicit instead of becoming a plausible invented response.
Damages & treatment-gap analytics
Check how duplicated bills, corrected invoices and incomplete record periods affect totals and gap flags. No documented visit in the uploaded material is not proof that no treatment occurred; a billed charge is not necessarily an amount paid.
Data-handling terms you can verify
Before sharing sensitive records, review authorization, access controls, retention, deletion and subprocessors. Ask for a BAA where the parties' roles require one and review any claimed attestation directly. This is evaluation guidance, not legal advice or a compliance certification.
A pricing model that fits your caseload
Compare the same record set and deliverables. Ask about page or case limits, retrieval charges, additional records, reviewer time, exports and reprocessing. A headline price alone does not establish the total cost or the cheapest option.