Legal Medical Review Agent — User Guide
Use this tab as the reviewer workflow checklist. The app is a review workstation: AI creates draft rows, the reviewer verifies source support, then the app builds the lawyer package only after the checklist is ready.
Source PDFs
Uploads and lists original PDFs. View opens the source document. These files are included in the final ZIP.
Provider Dictionary
Normalizes provider names, aliases, and row colors in the UI and exported XLSX files.
Treatment Outline Review
Main lawyer-facing chronology. Excluded rows remain in support/audit but are omitted from the lawyer outline.
NPNP Review
For Notice of Production from Non-Party, prior history, unrelated care, lien ledgers, and support-only findings.
Citation/PDF/Search
Opens cited pages, resolves quotes/snippets, searches indexed PDF text, and manually navigates source documents.
Validation Metrics
Tracks pages, rows, approvals, citation verification, reviewer minutes, time saved, and operator audit counts.
Audit / Integrations
Shows activity/version history and stores OneDrive target metadata. OneDrive upload itself is not automatic yet.
Case Chat Stub
Answers simple questions from current review rows. It is not legal advice and does not replace source review.