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Quickstart

Welcome to Superinsight. This guide walks you through the basics — creating your first case, uploading documents, and building a report — so you can turn large, complex files (including handwritten medical records) into clear, usable insights.

If you do not have an account yet, sign up here to get started.

Watch the Tutorial Video

Follow along with this video to see how to manage cases and build reports in Superinsight:

Step-by-Step Guide

Follow these steps as demonstrated in the video above:

1. Create a New Case

  • Open Cases: Click Cases in the left sidebar
  • Start a new case: Click New Case
  • Enter case details: Add the client’s name and select an organization
  • Add contact information: Fill in any contact details you have

2. Upload Documents

  • Open Documents: Go to the Documents tab inside your case
  • Upload files: Click Upload File and select your documents
  • Wait for processing: Superinsight will process your files in the background
  • Confirm they are ready: Make sure each file finishes processing before building a report

3. Build Your Report

  • Open Reports: Go to the Reports tab inside your case
  • Start building: Click Build a New Report or Build Report
  • Choose how to start: Pick Case Review for a flexible workspace, or Standard Report for a template
  • Select files and template: Choose the documents and report type you need
  • Generate the report: Review the credit cost and submit to start generation

4. Review and Download

  • Monitor progress: Watch the report status on the Reports list
  • Review results: Open the completed report and check the sections and citations
  • Export: Download the report as a .PDF or .DOCX when you are ready

New here?

Take a few minutes to watch the video above before your first case — it is the fastest way to get comfortable with the interface.

Next Steps

When you are ready to go deeper, explore the How To Guide for step-by-step instructions on every Superinsight feature.