Docnition AICanadian-built for Canadian legal professionals
Pilot access · Plaintiff personal-injury firms
Medical-record operations, built for personal-injury law firms.
Docnition brings record requests, authorizations, follow-ups, provider communications, and incoming records into one controlled workflow—helping law clerks move cases forward without relying on spreadsheets, inbox searches, and manual reminders.
For law clerks, paralegals, legal assistants, and the firms they move forward.
From first request to record review
One workflow. A clear next step.
See what has been requested, what needs approval, and what is still outstanding—without piecing together the case from separate tools.
- 1
Request
Keep provider details and the records you need connected to the case.
- 2
Authorize
Collect signed authorizations and review their delivery to providers.
- 3
Follow Up
Track outstanding requests, review reminders, and approve follow-up messages.
- 4
Receive
Bring incoming records and provider replies into a review workflow.
- 5
Review
Check source records, organize incoming files, and review possible gaps.
Built around the work
Less piecing things together.
More clarity on the next step.
Medical-record coordination is a daily responsibility. Docnition gives law clerks and paralegals a shared place to manage it, and firm owners a clearer view of outstanding work.
- Requests and provider tracking
- Keep record requirements, provider details, and request status together, so staff can see what is outstanding without maintaining a separate spreadsheet.
- Authorizations and communications
- Collect signed authorizations and review email and fax communications in the context of the request, instead of searching through disconnected threads.
- Follow-ups and incoming records
- Review reminders and follow-up drafts, then review and organize records as they arrive. Staff approve messages before they are sent.
Case-file review
Summarize, compare,
and chronologize the file.
Once records are in the workflow, Docnition helps your team review what the client’s medical visits show—so preparation work starts from the file, not from scattered PDFs and notes.
- Summarize your case files
- Generate a working summary of the medical records attached to a matter so clerks and paralegals can orient quickly before diving into the full file. Summaries are grounded in the uploaded records and meant to support staff review—not replace reading the source.
- Compare medical records
- Place records from different providers or visits side by side to spot overlaps, inconsistencies, and gaps that matter to the claim. Use comparisons to focus follow-up requests and verification work.
- Create a medical chronology
- Build a chronology of the client’s medical visits and care events from the records on file. Use it to review the sequence of treatment, prepare file notes, and see what still needs confirmation from providers.
Your team stays in control
Review the action.
Verify the source.
Staff review communications, inferred details, and incoming records before the next action. Approval workflows keep decisions with your team.
Trace information back to the record
Use source references and supporting passages to check information against the underlying record.
Review records that may still be missing
Flag records referenced in existing evidence but not located in the reviewed case records. Staff verify each potential gap; a flag does not establish that a record never existed or that the file is complete.
Pilot availability
Start with your medical-record workflow.
The pilot brings requests, authorizations, provider tracking, email and fax communications, follow-up reminders, and incoming-record review into a configured workflow. We’ll discuss the setup and functionality available to your firm during the demo.
Payment workflows · Conditional pilot functionality
Provider invoice review and payment workflows depend on setup and supported payment capabilities. Invoice approval and payment confirmation are separate steps. Payment execution is not generally available.
A few practical questions
Before we meet.
What the pilot does, where your team stays involved, and how to get started.
Who is Docnition for?
Docnition is built for Canadian plaintiff personal-injury law firms. Law clerks, paralegals, and legal assistants use the workflow to coordinate medical records, while firm owners can understand outstanding work.
What does the pilot cover?
The pilot covers medical-record requests, signed authorizations, provider tracking, email and fax communications, follow-up reminders, approvals, and incoming-record review. Source verification and possible missing-record insights support staff review. Availability depends on your pilot setup; payment functionality is conditional.
Does Docnition send follow-ups automatically?
Follow-up reminders and draft review are part of the workflow. Staff approve outgoing communications before sending. Planned scheduled mailbox syncing is separate from these reminders and is not currently available; current mailbox reconciliation can be initiated by staff.
How are potentially missing records identified?
Docnition identifies records referenced in existing evidence that have not been located in the reviewed case records and provides the supporting source for staff verification. It does not guarantee completeness or determine what medical care should have occurred.
Can we use our existing email and fax workflow?
Email and fax communications are part of the configured pilot. We’ll review your firm’s requirements and confirm supported connections and setup during the demo, before you commit to a pilot.
How should we assess data handling for a pilot?
Use the demo to discuss your firm’s access, storage, and data-handling requirements. Confirm the proposed configuration with your team before sharing client records.
How do I book a demo?
Visit our demo page to choose an available time and complete your booking through Microsoft Bookings.
A clearer way to coordinate medical records
Let’s walk through your workflow.
Show us how your firm manages requests today. We’ll walk through Docnition and discuss whether a pilot is a fit.
Book a 30-Minute Demo