One upload. Sorted, split, and packaged your way.
Medical record sorting software applies configurable rules to organize raw claim documents by date, provider, or category — then assembles IME, QME, or MSA-ready packets in one click. Duplicates are removed, provenance is kept, and Bates numbering stays intact, so one upload comes out sorted, split, and packaged your way.
Sort rules you write once, reuse forever.
Chronological by date of service. Grouped by provider or facility. Split by document category — notes, imaging, labs, billing, legal. Rules combine and nest ("by provider, then chronological within each"), save as named configurations, and apply to every future upload automatically.
Sorted once. Viewed every way.
The upload is extracted once; every layout is generated from that same foundation. The adjuster gets chronological, the examiner gets pre/post with the incident date as the split, the attorney gets by-provider — and nobody re-sorts, re-uploads, or duplicates a page.
IME, QME, MSA — packet-ready in one click.
The packet templates reviewers actually expect: cover index, section order, and pagination for IME, QME, and MSA submissions, built from the sorted file in one click. Define your own templates for anything else — the assembly stays one click either way.
Order you can defend, page by page.
A packet is only as defensible as its provenance. Every page in every assembled packet keeps its source document, its original position, and its Bates number, and every removal — duplicate or wrong-patient quarantine — is logged. Audit-grade organization, not just a tidier PDF.
See Bates Numbering & StampingFrom raw dump to reviewer-ready packet.
Three steps between the upload and the packet on the examiner's desk.
Claim documents in any order and format; duplicates and wrong-patient pages are caught on ingest.
Your saved configuration orders the file by date, provider, or category — pre/post split included.
One click builds the IME, QME, MSA, or custom packet — cover index, sections, and Bates intact.
Who sorts with it.
Everyone downstream of a raw claim file — each with their own required order.
Examiner-ready packets per appointment, assembled without paralegal hours.
For IME orgsExhibit-ordered files with provenance that survives motion practice.
For law firmsOne sort standard across every adjuster and every client account.
For TPAsClaims documents standardized at volume, MSA submissions included.
For carriersRecord sorting & packets, answered.
Chronological by date of service, grouped by provider or facility, or grouped by document category — notes, imaging, labs, billing, legal. Rules combine and nest, so "by provider, then chronological within each" is one configuration, saved and reusable across cases.
IME, QME, and MSA packet structures come built in — cover index, section order, and pagination the reviewer expects. You can also define your own packet templates, and any template assembles from the sorted file in one click.
Yes. Set the incident date and the sort produces a clean pre/post split, so prior history and post-incident treatment land in separate, clearly bounded sections — the cut most IME and comp reviewers ask for first.
No. The upload is sorted once; each view — chronological, by provider, pre/post, or packet-ready — is generated from the same underlying extraction. A new view is a click, not a re-sort, and nothing is duplicated in the process.
Yes. Existing Bates stamps are preserved and tracked page by page, so a resorted packet still cites the original numbering. If the file isn't stamped yet, Bates numbering and stamping can apply sequential numbers that then hold through every subsequent sort and export.
Related capabilities
A raw batch of PDFs merged and ordered into one clean file, on the same engine.
ExploreA bookmarked PDF outline generated from the same sort rules.
ExploreSequential numbering and legends that hold through every sort and export.
ExplorePHI and privileged content detected and queued for redaction before the packet ships.
ExploreWatch your raw file sort itself.
Upload a single file and get it back sorted, split, and packet-ready — duplicates logged, provenance intact. Handled under our BAA; never used to train a model.