For attorneys and firms · How it works · 2 min read · Updated November 4, 2026
Sharing medical records securely with a nurse consultant
What stays out of the brief, the encrypted case vault and access log, what to upload, and the optional AI first pass.
Medical records in a negligence case are protected health information and often privileged. Here's how records move on NurseTide Legal, and what to do before you upload.
Before you hire: share nothing confidential
Your public brief is visible to every verified consultant, so it should contain no names, dates of birth, record numbers or other identifiers. Records are never shared with consultants who are only proposing. See How to redact a case brief.
After you hire: the case vault
Once you hire, upload records to the case's vault:
- Encrypted at rest. Files are encrypted before they're written to disk and stored outside the public web server. There is no public link to any file.
- Need-to-know access. Only members of your firm and the consultant you hired can open the case. Platform staff can't browse case files.
- An access log. Every upload, view and download is recorded with who, when and from where. You can see it on each document.
- Categories. Sort uploads into medical records, imaging, policies, depositions and other categories, so the consultant can find what they need.
What to upload
Send the complete record as you received it, not just the pages you think matter. A nurse reviewer often finds the key evidence in the nursing flowsheets, the MAR or the audit trail. See the Medical record request checklist.
Do you need to redact uploaded records?
Generally no: the hired consultant needs the full record to do the work, and they are bound by your engagement terms. Redact only what the work doesn't need, like unrelated third-party information.
The AI first pass
If you allow it on the case, an AI first pass reads the uploaded records and drafts chronology entries and possible findings, each tied to its source page. Everything it drafts is marked as a draft until the consultant reviews it. It's off unless you turn it on for the case.
When the case ends
Closed cases stay in your account so you can download deliverables later. Ask us if you need records deleted at the end of an engagement.