Getting started

Upload documents

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

Upload from the case page, or from the Documents tab within a case. Drag files onto the drop zone or click it to browse. You can drop a whole batch at once.

What you can upload

• PDF — including scanned records, which are read with OCR
• DOCX
• TIFF, JPEG, and PNG images
• Plain text
• Up to 50MB per file

What to send

Send the whole file. SettlHQ classifies each document itself, so there's no need to sort or label anything first.

• Medical records — hospital and ER records, office notes, PT notes, radiology, operative reports
• Billing records and itemised statements
• Police and incident reports
• IME reports
• Adjuster correspondence, declarations pages, coverage letters, reservation of rights
• Letters of representation and lien notices

Complete billing records matter more than most people expect. The expense summary can only total what it has been given, so a missing itemised statement shows up as a missing provider.

What happens next

Processing starts automatically as soon as a file finishes uploading. You don't need to press anything, and you can keep adding documents while earlier ones are still being read.