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QME packet software: tools for attorneys vs. tools for QMEs

Is there software that prepares a QME packet?

Short answer: most of what comes up when you search for QME packet software is built for the QME physician. It organizes the records a doctor receives and helps draft the medical-legal report. The packet an applicant attorney serves on a panel QME (the records, the index, the advocacy letter and the proofs of service) is usually built in the firm’s own templates, with records from a retrieval service. An AI agent such as Amber Legal can draft the whole set from the case file for attorney review.

Four things called a “QME packet”

The attorney’s packet. Records, an index, the advocacy letter and proofs of service, served on the other side before they go to the evaluator. This is what this page is about.
The records the QME receives. Evaluator tools take this set as their input and turn it into the record review section of the report.
Court e-filing packets. Case management systems such as MerusCase use “packet” for DWC e-filing, including the QME Form 106 panel request.
The DWC’s QME exam registration packet. What a physician submits to sit the QME exam. Nothing to do with a case.

What the attorney’s packet has to contain

In a represented case with a panel QME, Labor Code §4062.3 and 8 CCR §35 set the rules:

Records the party wants the QME to see are served on the opposing party 20 days before they are sent to the evaluator (LC §4062.3(b); 8 CCR §35(c)).
The other side has 10 days to object to non-medical records; objected records do not go unless a judge orders it (LC §4062.3(b)).
An index (log) of the records goes at the front of the package, and some items may never be sent (8 CCR §35).
The advocacy letter and every other pre-exam communication are in writing and served 20 days before the evaluation (LC §4062.3(e)).
A copy that does not reach every party is an ex parte communication, with the remedies in LC §4062.3(g)–(h).

The QME records packet guide covers each rule, what an advocacy letter may say under Maxham, a worked timeline and a checklist.

Tools for QME physicians

These are the tools that most often come up for “QME packet software.” Each one’s own site says it is for the evaluator. None of them prepares what an attorney serves on a QME.

Tool	Built for	What it does	Published price or trial
QME Companion	California QMEs and their office staff	Appointments, correspondence templates, billing, autofill of QME Forms 110, 111, 112 and 122	$100/month or $1,200/year with a set number of billable services; 30-day trial, payment method required
QME Copilot	California QMEs (Mac only at launch)	Drafts the Review of Medical Records section of the QME’s report, with page citations, from the records the QME receives	$199 per seat/month founding rate, $299 standard; first 14 days free
Simplexam	QMEs, AMEs, IMEs and medical-legal management companies	Medical-legal practice management: claim tracking, billing, DWC QME form autofill and mailing	Biller plan pay per usage; Pro plan by quote; no trial listed
LongHealth EvalPath	QMEs and medical-legal evaluators	Record review, chronology, exam documentation, impairment rating support and report preparation	Not published
Docura	Physicians who write IME, QME and AME reports	Report templates, case materials and AMA Guides impairment calculations	Not published; demo

Tools for attorneys

On the applicant side, the work splits into three parts: getting the records, organizing them, and drafting the index, letter and service. Most products cover one part. None of the case management systems below says it assembles the records and advocacy letter for a QME; the firm does that from its own templates.

Tool	Built for	What it does	Published price or trial
MerusCase	Law firms; lists California WC applicant and defense among its specialties	Case management; pulls case details from the DWC by ADJ number, e-files the QME Form 106 panel request, orders subpoenaed records through retrieval partners	Custom pricing; demo
A1-Law	Attorneys, including workers’ comp and PI	Desktop and web case management with WCAB and EAMS forms	Not published; call sales
Smokeball	Small and mid-sized firms, including workers’ comp	Practice management; about 20 California workers’ comp forms in its library and templates for medical-provider record requests	Quote only
Neos	Workers’ comp firms that represent injured workers; built on its PI platform	Case management; NeosAI summarizes incoming records into a treatment chronology	$109 or $139 per user/month billed annually; 3 users minimum
eWord Solutions	California workers’ comp firms (a service, not software)	Records retrieval and review, and a workflow that handles the cover letter, service on the opposing party and delivery for QME prep	Not published; no minimums
Doqtor, MediScan, InPractice, LezDo TechMed	Evaluators first, and also attorneys (MediScan and LezDo name workers’ comp)	Cited medical chronologies and record summaries; useful input for the advocacy letter, not the packet itself	Doqtor $0.10/page, first case free; MediScan from $169/month, 15-day trial; InPractice page packs from $0.15/page, 500 pages free; LezDo per-page tiers, pilot trial
Gavel, HotDocs	Any firm (general document automation)	Template automation for letters and proofs of service; the facts and records come from you	Gavel from $83/month, 7-day trial; HotDocs not published
Amber Legal	California workers’ comp firms	Reads the case file as documents arrive; assembles the records and index, drafts the advocacy letter, proofs of service and email to defense, and calendars the dates, all for attorney review	From $799/month per firm; demo on your own cases

Upstream of the packet, LawThread, a workers’ comp intake tool for applicant attorneys, has a free helper for the DWC Form 105/106 panel request.

How to choose

If the bottleneck is getting records

Use your case management system’s retrieval partners (MerusCase orders subpoenaed records through them) or a records service such as eWord Solutions. Software cannot send what the firm does not have.

If it is reading 1,000 pages to write the letter

A chronology tool saves the reading. Doqtor, MediScan, InPractice and LezDo all publish per-page pricing or a trial. You still draft the letter and the index.

If it is the drafting and the dates

Document automation such as Gavel fills a template once someone supplies the facts. An agent that already reads the case file can supply them: it knows which records exist, which have been served and when, and so which ones can go to the QME and on what date.

How Amber prepares a QME packet

Amber is an AI agent for California workers’ comp firms. It works alongside your case management system and reads the case’s documents and email as they arrive. When a QME is selected, it:

Assembles the records in order and writes the index, flagging anything 8 CCR §35 does not allow to be sent.
Drafts the advocacy letter from the firm’s own template, with the mechanism, body parts, contentions and questions filled in from the file.
Drafts the proofs of service and the email to defense counsel, and calendars the objection window, the send-to-QME date and the exam together.
Leaves everything as a draft. Nothing is served until the attorney approves it.

See it on your own cases

Questions

Is there software that builds a QME packet for an applicant attorney?

Few products say they do. The QME tools that come up most in search (QME Companion, QME Copilot, Simplexam and LongHealth’s EvalPath) are built for the evaluator, as is Docura. Case management systems with California workers’ comp forms, such as MerusCase, A1-Law and Smokeball, supply forms and records retrieval but do not say they assemble the records, index and advocacy letter. Firms usually build the packet from their own Word templates, use a records service such as eWord Solutions, or use an AI agent such as Amber Legal that drafts the whole set from the case file for attorney review.

Are QME Companion and QME Copilot for attorneys?

No. QME Companion says it is built for California Qualified Medical Evaluators and the people who run their practices: appointments, billing and QME form autofill. QME Copilot drafts the Review of Medical Records section of the QME’s own report from the records the QME receives. Neither prepares what an attorney serves on a QME.

Do any QME packet tools offer a free trial?

Among tools an attorney might use, the published trials are on record-review and chronology products rather than packet builders: Doqtor (first case free), InPractice (500 pages free), MediScan (15-day trial) and LezDo TechMed (pilot trial, no credit card). Gavel’s document automation has a 7-day trial. On the evaluator side, QME Copilot offers 14 days free and QME Companion a 30-day trial with a payment method on file. Amber Legal does not publish a trial; it offers a 30-minute demo on your own cases.

What has to be in a QME packet?

The medical and non-medical records the party wants the evaluator to see, an index (log) of them at the front, the cover or advocacy letter, and proofs of service. Under Labor Code §4062.3(b) and 8 CCR §35(c), records are served on the opposing party 20 days before they are sent to the QME, and the other side can object to non-medical records within 10 days. Under §4062.3(e), the advocacy letter is served 20 days before the evaluation. Our guide to the QME records packet walks through each rule with a worked timeline.

Can a records summary tool write the advocacy letter?

Not on its own. Chronology tools such as Doqtor, MediScan and InPractice organize what the records say, which helps whoever writes the letter. The letter itself argues the applicant’s position on mechanism, body parts and the questions for the evaluator, and it must not quote or enclose records that have not been served. That is drafting work for the firm, or for an agent that knows what has been served and when.

How does Amber prepare a QME packet, and what does it cost?

Amber reads the case’s documents and email as they arrive, so when a QME is selected it assembles the records in order, writes the index, drafts the advocacy letter from the firm’s template, drafts the proofs of service and the email to defense counsel, and calendars the objection window, the send date and the exam. Everything stays a draft until the attorney approves it. Amber starts at $799 per month per firm.

Sources

Last updated November 2, 2026. Product details, prices and trials for other vendors come from their own websites as of that date; check with each vendor before relying on them. This page is general information, not legal advice. See also case management software for California workers’ comp firms.