How EveryCase works
Four gates before any bytes arrive. Then analysis, attorney review, and a demand package — billed to the file, not a seat license. AI analysis begins in minutes. Reviewed deliverables return in 24–48 hours.
The four-stage funnel
We designed the gates so PHI never lands in a marketing form, open email thread, or unauthenticated upload. Each step is short; together they keep client records where they belong.
- 1
Qualify
Tell us about your firm on a non-PHI form. Personal mailboxes are blocked — use a firm address so the portal reaches counsel, not a consumer inbox.
- 2
Verify email
Confirm the work address. The secure portal token is emailed only after verification succeeds.
- 3
Accept BAA + Evaluation Terms
Click-through agreements are versioned and stored against the lead before any upload. No documents until both are accepted.
- 4
Secure portal
Upload via short-lived signed URLs. Files never stream through the marketing site. Object names are UUIDs — no client names in paths.
What to send — and what not to
Send medical records, bills, and reports for a closed case through the portal only. Prefer a complete packet over a curated excerpt — we organize it. Include prior demands or firm templates if you want the draft to match house style on day one.
Do not paste PHI into the marketing form, email, chat, or calendar notes. Do not upload open matters until your firm is ready for production use under the BAA.
Ready when you have a closed case packet
Get Your First Demand Letter FreeNo credit card · No subscription · 24–48 hr turnaround · BAA available
What you get back
From one case record we produce the reports your team already uses. Review once; reuse through the life of the matter.
- Source-linked medical chronology with page citations
- Records audit flags (gaps, missing imaging, incomplete packets)
- ICD-10 / CPT code index tied to source pages
- Demand draft configured to your firm's voice and templates
Review and revise for 7 days. $500 per case. All core case reports included. No subscription. See the full report list on Reports.
Firm configuration
We configure on your past demands, templates, structure, and tone so drafts match how your firm already writes. The first free letter is the calibration pass — your team tells us what to keep and what to change before you approve a paid package.
Common questions before the first upload
Do we have to change our CMS?
No. Start with the portal. Wire Filevine, Clio, or another system later — integrations are available where configured for your firm.
What if the draft is wrong?
Every entry cites its source. You get unlimited revisions for 7 days. Nothing goes out without your review.
How long do you keep the files?
Evaluation files are retained for 30 days by default, then deleted. Earlier deletion on request. No model training on your cases, ever.
More answers on FAQ, or book a 15-minute walkthrough.
Start with a closed case
Your first demand letter is free. We'll build it from a real closed case of yours so you can judge the work, not the pitch. No credit card.
No credit card · No subscription · 24–48 hr turnaround · BAA available