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ChartSquad is patient-directed medical records retrieval — using HIPAA/HITECH patient-access rights to obtain records at statutory patient rates instead of attorney-request pricing.
ChartSquad, founded in 2012 by CEO Chris Carpenter — a medical-industry records specialist who, per the company's origin story, built it after seeing retrieval costs in his wife's personal injury practice — and based in Heber City, Utah, retrieves medical records and bills through a mechanism most retrieval services don't use: the client's own patient-access rights. The client opens a free Personal Health Record account and directs requests to providers under HIPAA/HITECH, and because patient-directed requests are subject to legally capped fees, per-request costs drop to patient rates.
The company cites a national average provider fee of $6.50 or less per request and an average turnaround around 15 days (company figures). One published example, from Courtroom View Network, describes a $22,000 provider invoice reduced to $51.50 under the patient-rate mechanism. Firms manage requests, track status, and receive digital records through a dashboard, with a professional-services tier for outsourced request handling.
It is an official Filevine integration partner — records ordered and tracked from inside Filevine — and markets to civil injury, mass tort, medical malpractice, workers' compensation, and disability litigators. The company is privately held with no disclosed outside funding; pricing runs per request (statutory provider fees plus a ChartSquad service charge — $45 in the published example) with firm programs quote-based.
Plaintiff firms — PI, mass tort, med-mal, workers' comp, disability — whose case economics include meaningful records-retrieval spend. The model requires client participation (the patient holds the account), which is the operational tradeoff against attorney-request services.
| Vendor | ChartSquad — independent, privately held; no disclosed funding |
|---|---|
| Founded / HQ | 2012; Heber City, UT |
| CEO | Chris Carpenter (founder) |
| Category | Medical records retrieval (patient-directed) |
| Cost mechanism | HIPAA/HITECH patient-rate caps; ~$6.50 avg provider fee (company figure) |
| Turnaround | ~15-day national average (company figure) |
| Pricing model | Per request: statutory provider fee + service charge ($45 in a published example); firm programs quote-based |
| Key integrations | Filevine (official partner); CASEpeer (documented in its help center) |
| Website | chartsquad.com |
Records retrieval sits underneath the PI document pipeline: ChartSquad obtains the records that Foundation AI would classify, EvenUp or Supio would chronicle, and the case management system stores. Its patient-rate mechanism attacks the line item directly — retrieval cost — rather than the labor around it.
The client-participation requirement is the design decision to evaluate: firms whose intake process can reliably walk clients through account setup capture the savings; firms that can't push that step often blend patient-directed and traditional retrieval. Alternatives in the niche (Arctrieval, YoCierge) run different models — software subscription and EHR-direct service respectively — worth comparing on the firm's actual request volume.
Requests are patient-directed under HIPAA/HITECH, which caps provider fees at patient rates — versus the attorney-request pricing providers otherwise charge.
Yes — the model depends on the client authorizing and holding a free Personal Health Record account.
About 15 days national average, per the company.
Filevine is an official integration — order and track from inside the platform — and CASEpeer documents a ChartSquad integration in its help center. Others are not published.
Systems firms typically evaluate alongside ChartSquad — competitors, complements, and the adjacent layers of the same stack.
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This page is an independent editorial overview published by Maestro Strategic Partners, an operations and AI consultancy for plaintiff law firms. Maestro is not affiliated with, sponsored by, or endorsed by ChartSquad. ChartSquad and related marks are the property of their respective owners; they are used here for identification only. Product details verified as of July 2026 and may have changed — confirm specifics with the vendor.
