Docnition AI

Canadian-built for Canadian legal professionals

Plaintiff personal-injury firms

Find Gaps.
Chase records.

Docnition’s agents identify potentially missing or outdated medical records, draft requests, and follow up by fax and email—with your team approving every outgoing request and follow-up.

Book a 30-Minute Demo See How It Works

Police, insurance, and income records are in development.

From the file to the next approved action.

SOURCE → REVIEW → ACTIONCase ManagementSystemSource recordsCited findingStaff reviewAgentic retrievalOnly after approval
Illustrative workflow. Staff approve every outgoing request and follow-up. Moving lines show connections, not automatic approval.

How the agent works.

Your team holds the decision.

An illustrative workflow. Availability and delivery channels depend on your configured pilot.

  1. Detect gaps

    A source-backed finding flags a potentially missing or outdated record.

  2. Draft the request

    Review the proposed provider, record scope, and request wording.

  3. Staff approves

    Your team checks the details and approves the outgoing action.

  4. Send by fax/email

    The approved request goes to the provider through the configured channel.

  5. Follow up

    Review the next message. Each outgoing follow-up needs staff approval.

  6. Review incoming records

    Check what arrived against the request and review what remains outstanding.

Every request has a next step.

See the provider, requested period and current stage together, then open the request to review the next action.

Record requests for Beta Chiro, Hamilton Physio and Alpha Physio, with their current stages and next actions.
Track the requests moving through your workflow.View full screenshot: Track the requests moving through your workflow.

Track the requests moving through your workflow.

Record requests for Beta Chiro, Hamilton Physio and Alpha Physio, with their current stages and next actions.

20 Hours Saved Across 30+ Cases

Records we chase.

Medical records

Available through a configured pilot.

Identify potentially missing or outdated medical records, draft requests, and follow up with providers by fax and email—with staff approval for every outgoing action.

Police and incident reports

In Development

Official reports of the incident.

Insurance documents

In Development

Correspondence and policy details.

Income records

In Development

Pay stubs, T4s, and tax returns.

An action you control.

Inspect the supporting source, verify the proposed record scope, and review the draft. Your team approves each outgoing request and follow-up before it is sent.

Book a 30-Minute Demo
Draft request for updated physiotherapy records with source verification, approval and rejection controls.
Review the request before it goes out.View full screenshot: Review the request before it goes out.

Review the request before it goes out.

Draft request for updated physiotherapy records with source verification, approval and rejection controls.
Client confirmation email awaiting staff approval before requesting updated chiropractic records.
Confirm the provider with your client.View full screenshot: Confirm the provider with your client.

Confirm the provider with your client.

Client confirmation email awaiting staff approval before requesting updated chiropractic records.
Completed authorization awaiting staff approval for delivery by email or fax.
Review the signed authorization before delivery.View full screenshot: Review the signed authorization before delivery.

Review the signed authorization before delivery.

Completed authorization awaiting staff approval for delivery by email or fax.

Demonstration screenshots. Actions and delivery channels depend on your configured pilot.

Review what arrives.

Check incoming files against the request before filing to a configured destination. Your team reviews what still remains outstanding.

An accepted authorization in the Ready to File queue, with review, Clio import and connected-drive filing options.
Review accepted files before filing them.View full screenshot: Review accepted files before filing them.

Review accepted files before filing them.

An accepted authorization in the Ready to File queue, with review, Clio import and connected-drive filing options.

Demonstration workspace. Filing destinations depend on pilot setup. A received document does not establish file completeness.

Review the file.

Summarize medical records, compare sources, and build a chronology—with your team reviewing the underlying evidence.

Orient to the file with concise findings and readable source references.

These tools support staff review. They do not establish file completeness.

Illustrative example

Synthetic examples · Demonstration only · Pilot scope applies

Physiotherapy summary

Summary of a synthetic physiotherapy record covering initial assessment and treatment course.
An excerpt from a synthetic physiotherapy summary.View full screenshot: An excerpt from a synthetic physiotherapy summary.

An excerpt from a synthetic physiotherapy summary.

Summary of a synthetic physiotherapy record covering initial assessment and treatment course.

A difference to verify

“No prior neck symptoms reported.”

Assessment · 08 Jan 2026 · p. 1

“Intermittent neck discomfort before the incident.”

Follow-up · 22 Jan 2026 · p. 2

Difference to verify: The recorded symptom history differs. Check the full sources and confirm the context.

Sequence of care

Medical chronology chart showing physiotherapy and chiropractic events with visit filters and a date range selector.
Explore the sequence of care in a chronology.View full screenshot: Explore the sequence of care in a chronology.

Explore the sequence of care in a chronology.

Medical chronology chart showing physiotherapy and chiropractic events with visit filters and a date range selector.

Pilot scope is confirmed with your firm. Provider invoice and payment workflows are conditional on setup; payment execution is not generally available.

Before we meet.

A few practical answers about the agents, the records, and your team’s control.

Who is Docnition for?

Canadian plaintiff personal-injury teams: law clerks, paralegals, legal assistants, and the firm owners overseeing their work.

What is working today?

Configured pilots support medical-record requests, authorizations, provider tracking, fax/email communications, missing and stale-record detection, and source-cited incoming-record review. We confirm the setup and available functionality during your demo.

Can an agent send a message without our approval?

Your team approves every outgoing request and follow-up. Agents prepare the next action; staff review the details before it is sent.

Are follow-ups the same as automatic mailbox syncing?

No. Follow-up reminders and message drafts support staff review. Planned scheduled mailbox syncing is not currently available; staff can initiate current mailbox reconciliation.

How do we verify a missing-record finding?

Review the supporting source and the scope of the records on file. A flag identifies a potential gap for staff verification; it does not establish that a record never existed or that the file is complete.

Can we request police, insurance, or income records?

Those workflows are in development and are not available today. Medical records are the current focus.

What will we see in the demo?

See how a cited finding becomes a request your team can review and approve, and how incoming records are reviewed. We will discuss workflow fit, pilot availability, supported connections, and your data-handling requirements before any client records are shared.

Move the file forward.
Start with a conversation.

See a cited finding become a request your team can review and approve. We’ll discuss whether a configured pilot fits your firm.

Book a 30-Minute Demo
Illustrative medical-record review at a desk, with a synthetic physiotherapy record and the Docnition dashboard on screen.