Case Binder
Read the file. Keep the source. Let staff decide.
Matterfold drafts page-cited findings from records, bills, police reports, policies and lien notices without turning a model proposal into an operational fact.
Staff-reviewed extraction
Every finding leads back to the page it came from.
Reviewers can accept, edit or reject each finding, open cited pages and preserve the decision beside the original proposal.
Case documents
3 eligible- Mercy-General-records.pdfMedical record · Review ready
- Acme-policy-declarations.pdfInsurance policy · Confirmed
- HealthPlan-lien-notice.pdfLien notice · Not reviewed
Source-cited review
Proposed- ✓Service dateHighMarch 14, 2026Page 2 · “Date of service: 03/14/2026”
- ✓TreatmentHighEmergency evaluation and imagingPage 3 · “CT imaging was completed…”
- ✓RestrictionMediumNo lifting over 10 poundsPage 7 · “Avoid lifting greater than 10 lbs”
Case Binder
Source-cited review for the documents that move a PI case.
Staff choose a clean document, review every proposed finding and decide what survives. Low-confidence findings start unselected, and existing staff data is never overwritten.
Medical records
Draft a page-cited chronology of providers, visits, diagnoses, procedures, treatment, restrictions and explicit record gaps.
Confirmed findings remain a reviewed sidecar.
Insurance policies
Propose policy identifiers, contacts, stated limits, dates, exclusions and reservation-of-rights language with source quotes.
Written only as staff approve, never over their entries.
Lien notices
Propose the holder, reference, asserted amount and notice dates while preserving the original letter and page citation.
Negotiation and resolution stay human decisions.
Control model
Useful automation with hard boundaries.
The product applies the same quarantine, BAA, RLS, audit and human-review principles used throughout the matter, and drafting stays off until the firm's AI provider agreement is signed.
Clean documents only
A file must pass private quarantine, signature checks and malware scanning before it can enter document review.
Manual review trigger
Staff choose the document and the review to run; nothing is reviewed automatically on upload.
Page-linked citations
Every proposed finding requires a page number and verbatim source quote that staff can open from the review.
Low confidence starts off
Weak findings begin unselected. Staff may accept, edit, decline, confirm or discard the complete proposal.
Safe operational application
Medical and police findings stay a cited sidecar; insurance, lien and bill findings reach the file only through a card showing exactly what it will write, never over staff entries.
Immutable review history
The original proposal, staff decision, model provenance, source hash, events and audit record are preserved.
Bring one fictional or de-identified case document.
We will show you how Matterfold would have captured the work, surfaced the risk and carried the record forward.