ChartBriefs

From piles of medical records to a usable review workspace.

ChartBriefs gives users a place to upload records, organize documents, review source pages, and work through extracted information in a more structured way. A useful product had to do more than accept uploads; it needed to support how real teams move through a case.

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.

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.

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.