Two thousand pages of records. One conversation with Delta.

Hand Delta the hospital chart, the imaging, and the expert reports. Tell it what you need. Delta builds the chronology, surfaces the gaps, drafts the complaint or the expert affidavit, and emails opposing counsel from your inbox. The work that took a week happens in a morning.

2,400+
avg pages of medical records per med mal case
1
conversation to chronology, draft, and send
0
client data sent to third-party AI providers

CaseDelta is the personal assistant for plaintiff medical malpractice firms that process thousands of pages of medical records per case and coordinate with experts across specialties. Delta connects to Clio, Microsoft Word, Gmail or Outlook, Google Drive, and your calendar, and runs records review, chronology building, and drafting work across all of them from a single conversation.

The problems you already know

Records review buries your team for days

A standard hospital case produces 2,400+ pages from multiple providers. The unsigned order, the documentation gap, and the contradictory vital signs that decide the case are buried inside. Associates spend 40+ hours on initial review.

Drafting and admin run on separate tools

Records in Drive. Drafts in Word. Expert correspondence in Outlook. Case data in Clio. The chronology you built in one tool has to be re-typed into the draft in another, and the email has to be composed in a third.

Expert coordination relies on someone's memory

You need a cardiologist available in August who has testified in this jurisdiction and whose opinions will not conflict with your theory. Finding the right expert means days of phone calls and a list that lives in someone's notes app.

Client data cannot be sent through public AI

Medical records, identifiable health information, and case strategy are not safe inputs for free AI tools that route through third-party providers. For a med mal firm, the legal and ethical exposure is unacceptable.

How Delta runs your medical malpractice practice

Delta connects across the tools your firm already uses and runs the legal and administrative work in one conversation. Many tools, hours of work, done in one go.

1

Builds medical chronologies in minutes

Delta ingests the full record set and produces a structured chronology with provider attribution, treatment timelines, and billing summaries. Gaps, contradictions, and unsigned orders are flagged automatically. Source citations to every record.

2

Drafts complaints and affidavits in your firm's voice

Once the chronology is built, ask Delta to draft the complaint, the certificate of merit, the expert affidavit, or the demand letter in Word. Drafted in your firm's style, attached to the case in Clio, ready for review.

3

Runs expert correspondence across your inbox

Delta sends and tracks expert outreach from your email. It pulls availability, follows up on retention agreements, and keeps the case file in Clio current with every exchange. No CRM to maintain.

4

Morning briefing across active matters

What changed in your cases overnight, which deadlines hit this week, which experts owe responses, which deposition dates need a hold on the calendar. Built across Clio, Outlook, and Calendar.

5

Private enterprise deployment

Your firm's medical records never touch a third-party AI provider. CaseDelta runs on a private enterprise deployment. No shared models, no training on your files. Enterprise-grade security, sized to your firm.

This is what Delta runs across the firm

The tools Delta connects to, the workflows it runs, and the guardrails on your firm’s data. One assistant across the stack you already use.

What Delta runs across the firmSample med mal firm
Tools connected
Clio, Microsoft Word, Outlook, Google Drive, Google Calendar, Westlaw
Workflows Delta runs
Medical records ingestion, chronology building, complaint and affidavit drafting, expert correspondence, deposition prep, time entry.
One-sentence example
"Build the chronology for Chen from the OR record set, flag any documentation gaps, draft the certificate of merit, and email Dr. Patel for a retention call."
Anomalies surfaced
Unsigned physician orders, multi-day documentation gaps, vital sign contradictions, back-dated entries. All cited to source.
Data handling
Private enterprise deployment. PHI never leaves CaseDelta. No third-party AI providers.

Frequently asked questions

Delta ingests the records in any format, builds a structured chronology organized by date, provider, and record type, and produces a navigable timeline with source citations. Gaps and contradictions are flagged automatically. What takes an associate 40 hours takes Delta about half an hour, with the attorney reviewing rather than building from scratch.

Documentation gaps, vital signs that contradict nursing assessments, unsigned physician orders, missing informed consent, entries that appear back-dated, and inconsistencies between the medical record and deposition testimony. Each flag includes the source document reference for verification.

Yes. Once the chronology is built, Delta drafts the complaint, certificate of merit, expert affidavit, or demand letter in Microsoft Word, in your firm's voice. The draft is saved to the case in Clio and attached to your review queue. The attorney signs off.

Nowhere outside CaseDelta. We run on a private enterprise deployment. PHI and case files never touch a third-party AI provider. No shared models, no training on your files. The deployment model is the protection, not a policy.

No. Delta connects to Clio and works alongside it. Cases, contacts, and time entries continue to live in Clio. Delta reads from and writes to Clio so your case management stays the source of truth.

See Delta in your stack.

See Delta run records review, chronology, and drafting end to end. Live demo, twenty minutes.

Book a demo