Custom solutions

Your docket does not fit a template. The records still read the same.

Guardianship, life care planning, long-term disability, subrogation, class certification, and institutional review. If the work is built on medical records, Superinsight can read them. Start with the standard chronology; if your practice needs a different shape, the workflow is built around it.

No upfront cost and no custom development fee in most cases.

Capacity chronology 612 pages
Feb 2023

Baseline cognitive screening on record

“MoCA 26/30. Oriented to person, place, and time.”

Ex. 2, p. 47
Sep 2024

Decline documented by treating physician

“Family reports repeated missed medications; patient unable to recall recent hospitalization.”

Ex. 5, p. 218
Records

Neuropsychological testing referenced but not produced

Referral appears twice in the chart; no report from that practice is in the file.

Mar 2025

Functional assessment on file

“Requires assistance with finances and medication management.”

Ex. 9, p. 503

Illustrative example. The records shown are not from a real case.

Start here

Try the standard product first

Most practices that arrive on this page do not need a custom build. The chronology is assembled from the records themselves, not from a practice-area questionnaire, so it holds up on files well outside the listed areas. Evaluating a case is free, so finding out costs an upload rather than a procurement cycle.

  • Every event in the record, in date order, quoted from the chart
  • Each entry cited to the exhibit and page it came from
  • Providers named in the file whose records never arrived, flagged
  • Updates in minutes as new records come in

Who this is for

Practices built on medical records without a category

Guardianship and conservatorship

Capacity documented over time, with the assessments and functional findings that support or undercut a petition.

Life care planning

Treatment history, recommendations, and future care needs pulled from the record so the plan rests on what providers actually wrote.

Long-term disability and ERISA

Restrictions, limitations, and the treatment record behind them, assembled for an administrative record that closes on appeal.

Insurance subrogation

Related and unrelated treatment separated in the chart, so the recoverable portion of a claim is visible with its citations.

Nursing home and elder abuse

Care logs and facility records read in sequence, surfacing gaps between what was ordered and what was charted.

Product liability and toxic exposure

Exposure periods laid against the treatment record, with the diagnoses that followed and the pages behind them.

Not on this list? The same read applies. Upload a representative file and see what comes back.

What a custom build changes

Same records, different questions asked of them

A custom workflow does not replace the chronology. It changes which findings surface first, what vocabulary the output uses, and how the export is shaped for the document your practice actually files.

Your terminology

The categories, abbreviations, and section names your practice uses, rather than a generic legal-medical vocabulary you then translate by hand.

Your report format

Exports shaped to the template you produce today, including section ordering, headings, and citation conventions.

The findings you prioritize

Whatever your matter turns on, including capacity, restrictions, exposure intervals, and billing-to-treatment alignment, is surfaced at the top rather than buried mid-timeline.

Volume shaped to your intake

One complex file at a time or a batch of hundreds, depending on whether your practice runs deep single matters or wide inventories.

How it works

From first call to a workflow you use daily

  1. 01

    Send a representative file

    Upload a case that looks like the rest of your docket. It is evaluated free, which gives both sides something concrete to react to.

  2. 02

    Walk through the gap

    A working session on what the standard output gives you and what your matter actually needs, using the chronology you just received.

  3. 03

    Shape the output

    Findings, vocabulary, and export format are configured against your template on HIPAA-certified infrastructure.

  4. 04

    Run it on live files

    Your team uses it on real matters and verifies the output against the citations, the same way they would verify any first pass.

  5. 05

    Refine as the docket shifts

    Feedback from actual use changes what surfaces. Regulations and case mix move; the workflow moves with them.

Security and compliance

A custom workflow, the same standard of custody.

  • HIPAA certified — Business Associate Agreement countersigned before your first upload
  • ISO 42001 certified — the international standard for responsible AI management
  • SOC 2 Type 1 certified — independently audited controls for security, availability, and confidentiality
  • An AI first pass verified by your own team, with medical experts available to review

Model Rule 1.6(c) obliges your firm to vet its vendors, and Rule 1.1 extends the duty of competence to technology. The audit reports and subprocessor list are available during onboarding.

Common questions

Do I need a custom build to get started?
No, and most practices never need one. The standard chronology is built from the records rather than from a practice-area template, so it works on a guardianship file or a life care planning file the same way it works on a personal injury file. Upload a case first and see what comes back.
What does a custom solution cost?
There are no upfront costs or custom development fees in most cases. Evaluating cases stays free with no limit on cases or pages, and a monthly plan starts at $250 when you want to go further on a file.
Do I need technical expertise to use it?
No. A custom workflow behaves like the standard product: you upload records and read a cited chronology. The difference is in what gets surfaced first and how the export is shaped, not in how the tool is operated.
Can you match our existing report format?
Usually. Send the template you currently produce by hand, along with a representative file, and the export can be shaped to it, including your section ordering, headings, and citation conventions.
How are our records handled during a custom build?
On the same infrastructure as everything else. Superinsight is HIPAA certified with a countersigned Business Associate Agreement, ISO 42001 certified for responsible AI management, and SOC 2 Type 1 certified. The review is an AI first pass verified by your own team, with medical experts available to review.
What if the records are in bad shape?
That is the normal case. Duplicated exhibits, scanned faxes, handwritten notes, and out-of-order productions are what the file usually looks like. The chronology puts them in date order and tells you which providers are missing entirely.

Related

Closest standard areas

Get started

Send the file that does not fit anywhere

Upload a representative case at no cost. If the standard chronology covers it, you are done. If it does not, we have something specific to build from.

Med-legal research library