When accuracy and expert analysis matter

How a case moves through NaviCase

No software to install, no training for your staff. If your medical assistant or paralegal can attach a PDF, they can run an orthopedic or spine case start to finish.

The route

Four steps, no training required

01

Register your practice or firm

Tell us who you are: practice or firm, work email, and who needs a login. Your secure workspace is set up, generally the same business day, with an individual account for every physician, assistant, attorney, and paralegal. Register once; after that you log in and go.

Individual loginsNo software to installOne-time setup
02

Upload the records

Drag the records into your secure case folder, one PDF or fifty. Generally the same business day, we count every accessible file and confirm your exact total, pages times your published rate, with the pay link. Later arrivals join the same case and are counted the same way.

Encrypted in transit & at restInstant estimator anytimePrice is arithmetic
03

Payment starts the clock

One click by card or ACH and review begins with a committed completion date. A clinician who works in orthopedic or spine care builds the chronology; AI-based tools help organize the record, and the clinician creates and verifies the summary against the source PDFs. Returning clients can opt in to auto-charge, so review starts the day records arrive.

Card or ACHAuto-charge opt-inClinician-verified
04

Download the deliverable

An email with no patient information in it tells you the summary is ready. Download it as both PDF and Word, already paid, with nothing owed after delivery. Completed cases stay in your account for years; keep a copy in your own file too.

PDF + Word, every casePaid before reviewYears of access
Stacks of medical records on a desk

Security

Why we make you use a portal

Medical records in an email inbox are a breach waiting to be reported. NaviCase was built portal-first so that protected health information never travels by email, in either direction.

Encrypted end to end

Files are encrypted in transit and at rest in HIPAA-eligible cloud storage. Downloads run through expiring, access-controlled links.

Your organization's cases only

Access is scoped to your organization. Every user has an individual account with multi-factor authentication. No shared logins, ever.

Everything is logged

Upload and download activity is written to system audit logs. If you ever need to show chain of custody for the record set, it exists.

Where NaviCase acts as a business associate or subcontractor business associate under HIPAA, the applicable Business Associate Agreement governs the engagement. Ask us during onboarding.

Common questions

Before you ask

What's the turnaround?

Standard turnaround is five business days, committed at payment. Need it sooner? A two to four day rush adds 25% of the case total, and next-day service adds 50%. Both are confirmed at intake.

What formats do you accept?

PDFs are ideal, but every accessible, readable file in your confirmed case is counted and reviewed, whether that's Word documents, images, or mixed scans. If a file is corrupted, password-protected, or won't open, we'll tell you and ask for a replacement.

Do you work with our existing organization of the records?

Yes. If your records arrive Bates-stamped or pre-sorted, we work within your structure and keep the summary consistent with it.

Who actually sees the records?

Only the NaviCase clinician assigned to your case and quality-review staff, under access controls and confidentiality obligations. Every reviewer is based in North America and in active orthopedic or spine clinical practice. No offshore processing, ever.

Do you use AI?

Yes, openly. AI-based tools help organize the record. The practicing clinician on your case creates the deliverable, reads the actual PDFs, and verifies it against the source records before anything is delivered. AI makes us faster; the clinician makes it accurate.

How do payments work?

Your count confirmation generally arrives the same business day your records do: your exact total for each review option, pages times rate, each with its own secure pay link for card or ACH. Paying the option you want starts that review, so nothing is ever outstanding after delivery. Returning clients can opt in to auto-charge on the confirmed count, invoices reference your case number rather than the patient, and volume accounts can move to monthly consolidated billing.

Do you give opinions on the case?

Only when you order them. The Record Summary and Summary + Analysis tiers report the record without opinions. The Expert Medical-Legal Review tier adds a board-certified orthopaedic surgeon's written opinions on causation, permanency, disability, and future care, under a separate physician-specific engagement.

Ready to try it on a real case?

No quotes and no retainers. Onboarding takes a day. Upload, pay your exact page-count price, and we start.

Start a Case