SettlHQ
PricingSecurityHelp

Help centre

How to get a case from a pile of records to a demand letter, and what to do when something doesn't look right.

Getting started

Create your first case

Open a matter in SettlHQ and fill in the details that shape everything generated later.

Upload documents

What SettlHQ accepts, what to send, and how uploading kicks off processing.

How processing works

The steps a document goes through after upload, and how to follow its progress.

Working a case

Read the medical chronology

A dated timeline of every visit, finding, and treatment, with a citation on each row.

Use the medical expense summary

Billing broken down by provider, with line items and running totals.

Generate a demand letter

Draft from your own documents, check the citations, edit, and export to Word.

Check the case profile

The facts SettlHQ extracted about the matter, and how to correct them before drafting.

Ask questions about a case

Put a question in plain English and get an answer with citations.

Integrations

Connect Clio

Link your firm's Clio account to pull matters and documents into SettlHQ.

Accuracy and safety

Review AI-generated work product

What to check before anything generated here goes out under your signature.

Where your data lives

How case files are stored, who can see them, and how to get them deleted.

Troubleshooting

Uploads that fail, documents that stall, and output that doesn't look right.

Can't find it?

Email support@settlhq.com with the client name, and the document name if it's about one file. Please don't paste medical record contents into the email.

Looking for pricing instead