Medical-legal SaaS platform
ChartBriefs
ChartBriefs is a SaaS platform for medical-legal teams that need to upload, organize, and review large PDF record sets. The product combines document upload flows, review dashboards, source highlighting, grouped notes, team tools, and billing-related workflows.
Key features
- Multi-file upload queues
- AI-assisted data extraction
- Source highlighting and citation tracking
- Grouped note organization
- Searchable review workspace
- Structured record navigation
- Team-based workflows
- Organized document management
Outcome
A real SaaS product for medical-legal document review, built around the day-to-day workflow of uploading records, reviewing source material, and organizing important case details.
Tech stack
Built with the right tools for the workflow.
- Drupal CMS
- Next.js
- Custom application workflows
- AI document processing
- PDF upload and review tools
- Structured data extraction
- Team dashboards and permissions
- Stripe integration
From piles of medical records to a usable review workspace
ChartBriefs is a SaaS platform for medical-legal teams that need to review large PDF record sets without losing the thread. The product gives users a place to upload records, organize documents, review source pages, and work through extracted information in a more structured way.
The core problem was practical: medical-legal records are long, messy, and hard to navigate. A useful product had to do more than accept uploads. It needed to support the way real teams move through a case, from upload to document review to final notes and downloads.
Upload records without turning the first step into a chore
The upload flow was designed around how teams actually receive records: sometimes as one case, sometimes as many separate PDFs, and sometimes as files that need to be combined. Users can see page counts, estimated processing cost, and upload status before moving forward.
Keep documents organized once they are processed
After upload, the product needed a dashboard that felt operational, not decorative. Users can search documents, sort records, see processing status, add documents, move items into folders, and jump into review when a file is ready.
Review the source, not just a summary
The review workspace is where the product becomes useful. Teams can move through PDF pages, turn source highlighting on or off, inspect extracted details, and keep grouped notes connected to the original record. That matters in medical-legal work because the source page still has to be trusted.
Stripe billing for paid usage
Because the platform uses document processing credits, billing had to be part of the product workflow instead of a separate back-office task. Stripe was integrated so users can add a payment method, manage billing details, and keep document processing tied to account usage.
What the platform includes
- Multi-file PDF uploads with separate and combined case flows.
- Document dashboards with review actions, status, folders, teams, and account tools.
- PDF source viewer with page controls, source highlighting, and grouped notes.
- Structured medical details for dates, providers, specialties, imaging, procedures, and subjective/objective notes.
- Team workflows around permissions, processed documents, billing summaries, and downloads.
Why it mattered
ChartBriefs turned a slow, manual review process into a product workflow. Users can move from upload to review without juggling separate tools, spreadsheets, and disconnected notes. The result is a SaaS product built around the actual work medical-legal teams need to do every day.