ChartInsight vs Microsoft SharePoint

A standardized, audit-grade view of features, pricing, use cases, and operational fit across these two legal ai platforms.

Parameters

2 solutions selected

ChartInsight

Gemini Legal Support, Inc.

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Microsoft SharePoint

Microsoft Corporation

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Category

ChartInsight

Legal AIDocument Management SystemWorkflow AutomationData Integrations and APIs

Microsoft SharePoint

Document Management SystemKnowledge BaseWorkflow AutomationData Integrations and APIs

Use Cases

ChartInsight

Litigation & Dispute ResolutionDocument Management

Microsoft SharePoint

Document ManagementResearch & Knowledge Management

Overview

ChartInsight

ChartInsight, by Gemini Legal, is an AI-powered medical records indexing and summarization tool built for attorneys and law firms handling personal injury, workers' compensation, and related matters. It turns large volumes of medical records into organized, verifiable summaries, helping legal teams locate key evidence faster and accelerate case turnaround.

Microsoft SharePoint

Microsoft SharePoint is a knowledge and content management platform within Microsoft 365 that serves as the grounding layer for Microsoft 365 Copilot and custom AI agents. It lets organizations securely collaborate, sync, and share content, build intranet sites and pages, and apply metadata-driven governance at enterprise scale.

Tagline

ChartInsight

Verifiable, customizable medical record summaries for attorneys

Microsoft SharePoint

The knowledge platform for Copilot and agents.

Founded Year

ChartInsight

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Microsoft SharePoint

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HQ Locations

ChartInsight

United States

Microsoft SharePoint

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Funding Stage

ChartInsight

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Microsoft SharePoint

Public

ChartInsight

https://www.linkedin.com/company/geminilegal/

Microsoft SharePoint

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ChartInsight

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Microsoft SharePoint

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Website

ChartInsight

https://gemini.legal/products/medical-records-indexing

Microsoft SharePoint

https://www.microsoft.com/microsoft-365/sharepoint

Founders

ChartInsight

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Microsoft SharePoint

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Parameters

2 solutions selected

+ Add 3rd product

ChartInsight

Gemini Legal Support, Inc.

View profile

Microsoft SharePoint

Microsoft Corporation

View profile

Overview

Category

Legal AIDocument Management SystemWorkflow AutomationData Integrations and APIs

Document Management SystemKnowledge BaseWorkflow AutomationData Integrations and APIs

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Use Cases

Litigation & Dispute ResolutionDocument Management

Document ManagementResearch & Knowledge Management

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Overview

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Company Details

Tagline

Verifiable, customizable medical record summaries for attorneys

The knowledge platform for Copilot and agents.

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Founded Year

—

HQ Locations

United States

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Funding Stage

—

Public

—

View profile

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Website

gemini.legal/products/medical-records-indexing

www.microsoft.com/microsoft-365/sharepoint

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Founders

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01. Core Features

Verifiable Accuracy

Reference-column citations link summaries to exact source records.

Customizable

Custom templates, focused AI instructions, and editable chronologies.

Secure and Compliant

SOC 2 and HIPAA compliant with end-to-end encryption.

Cost-Effective

Indexes up to 1,500 pages per hour with pay-per-use pricing.

API Integration

Built-in Clio Manage integration plus simple API for other platforms.

Work IQ

Grounds Microsoft 365 Copilot in organizational knowledge via SharePoint.

Intelligent search

AI-powered search surfacing files and answers by intent.

Custom agents

Create agents with customized knowledge scope quickly.

AI-ready content

Enrich content with metadata for Copilot impact.

Content stays fresh

AI spots outdated pages, broken links, and content gaps.

AI workflows

Build end-to-end AI workflows using natural language.

SharePoint Admin Agent

AI-powered governance of Microsoft 365 content at scale.

SharePoint Advanced Management

Restricted access control and conditional access policies.

Microsoft 365 Backup

Ransomware recovery with fast restore for continuity.

Microsoft 365 Archive

Archive inactive content to a low-cost searchable tier.

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02. Technical Specifications

AI trained on 300,000+ medical record pagesOCR data extraction from imagesREST APIIntegrations: Clio ManageSOC 2 compliantHIPAA compliantSelf-hosted AI modelsCustom record retention settings

Microsoft 365 Copilot integrationMicrosoft Teams integrationAI-powered intelligent searchCustom AI agents with scoped knowledgeCopilot Studio and Agent Builder integrationNatural-language AI workflows1 TB cloud storage per user (Business Basic)Web and mobile versions of Word, Excel, PowerPoint, Outlook

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03. Who is it for

Target Audience

Mid-Sized Law FirmChambers & Individual Lawyers

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Team Size

11-5051-200

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04. Trust & Compliance

Security Certifications

SOC 2HIPAAEnd-to-end encryptionSelf-hosted AI modelsCustom record retention

Restricted access controlConditional access policiesData governanceRansomware protection via Microsoft 365 Backup

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Named Customers

Conner Harper, LLPSmith Jackson, LLPSilberman & Lam, LLP

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05. Pricing Details

Pricing

Pay-per-use: $7.50 per upload plus $0.15 per page processed.

Per-user monthly billing with annual subscription; Business Basic at ₹170/user/month.

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Starting Price

$7.50 per upload + $0.15 per page

₹415/user/month

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Pricing Model

Usage-based

Per-seat/user-based

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Free Trial

✓ Fully supported

Yes (Code: ChartInsightTrial for 1 free upload)

✓ Fully supported

Yes, included in Microsoft 365 trial

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06. Media

Screenshot

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Videos

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