Send the whole cited case file — not a 400MB zip.
Secure medical record sharing replaces the 400MB zip with expiring, watermarked, view-only links to any output — a chronology, a summary, or the full cited case view. The recipient needs no login and no install; they simply open the link, and every open is logged.
A link, not an attachment.
The expert, co-counsel, or client clicks and reads — in the browser, no account, no install, no 400MB download choking their inbox. The link is view-only, watermarked with their identity, and dies on the expiry you set.
The citations travel with the file.
A zip of PDFs strips the work out of the work product. The shared view keeps it: the recipient clicks any line of the chronology or summary and lands on the source page behind it — the whole point of a cited, legally defensible file, preserved in transit.
Control that survives the send.
An emailed zip is gone the moment it leaves. A link stays yours: revoke it instantly — even if it was forwarded — shorten the expiry, or widen permissions for one recipient without touching the others. Every open lands in the case's audit trail.
A disclosure you can account for, page by page.
When compliance asks who saw the claimant's records, the answer is a log, not a guess about forwarded attachments. Links are served from the same BAA-covered, encrypted environment as the rest of the platform, and every open is written to the case's immutable audit trail — audit-grade sharing to match the audit-grade file.
See Audit Trail & Chain of CustodyFrom case file to shared link in a minute.
Three steps — and the recipient needs zero setup on their side.
A chronology, a summary report, or the full cited case view — scoped per recipient.
Expiry, watermark, view-only or download — then send the link like any other URL.
Every open and citation click recorded — revoke or extend the link whenever the case changes.
Who shares the file.
Every team that has to move a PHI-heavy case file outside its own walls.
Send evaluators the prepared, cited file — not a courier box of paper.
For IME orgsExpert witnesses and co-counsel review the cited record without touching a zip.
For law firmsClient-facing deliverables shared with expiry and logging built in.
For TPAsDefense counsel and vendors get scoped access, and compliance gets the log.
For carriersSecure sharing, answered.
View, navigate, and click citations through to the source pages — that's it by default. Links are view-only and watermarked with the recipient's identity; downloading and printing are off unless you switch them on for that specific link. No login and no install on their side.
Yes — instantly, per link. Revoking kills the link for everyone who has it, even if it was forwarded. Every link also carries an expiry you set at creation, so access ends on schedule even if you never think about it again.
Yes. Every open, every page viewed, and every citation click lands in the case's audit trail with recipient, timestamp, and link identity — the same immutable log that covers the rest of the file. You can see who actually read the file, and when.
The shared view is served over encrypted connections from the same BAA-covered environment as the rest of the platform — PHI never leaves it as an email attachment or an unencrypted zip. Watermarks, expiry, view-only access, and per-open logging give your compliance team the controls a disclosure to an outside expert or counsel needs.
You set the expiry when you create the link, and it can be shortened or revoked at any time after. Every page in the shared view is watermarked with the recipient identity and case reference, so a screenshot or a printout still says exactly who it was shared with.
Related capabilities
The same link pattern for full imaging studies — viewer included.
ExploreThe immutable log every shared-link open is written to.
ExplorePush outputs into your own systems when a link isn't the integration.
ExploreRetire the 400MB zip this week.
Upload a file, build the cited view, and send your first watermarked link. Handled under our BAA; never used to train a model.