The platform, up close

Spend more time caring and less time on paperwork.

Hesvara is built around five modules that work as one. Everything you capture in CaseFile and Care Log strengthens what AI Insights surfaces, and what Watchtower and CaseMaker can do. Here's what each module looks like in your day.

Dashboard
Watchtower
CaseFile
Care Log
CaseMaker

Welcome back, sarah.chen

Here's what needs your attention for Margaret Eleanor Chen's care today.

2 Deadlines Due Soon
Cardiology: pacemaker interrogation follow-up 13 days left
Medicare appeal: home health PT denial (visits 14–20) 5 days left
Watchtower
Monitor deadlines & risks
CaseFile
Access records & forms
Care Log
Log today's care notes
CaseMaker
Draft letters & appeals
Features in action

What this looks like in your day

Five real moments where the modules come together.

It's 9pm. The school just emailed about an accommodation review. You know there's been fatigue documented somewhere. But where?

Search across years of scattered records

You type a question in plain language. CaseFile searches every document you've ever uploaded, not just file names but the actual content inside them. Three years of scattered paperwork, one search bar.

CaseFileAI Insights

Thursday's appointment is in two days. You can feel the familiar anxiety. What were you supposed to ask? What's changed since last time?

Walk into every appointment prepared

CaseMaker pulls together a one-page prep document from your Care Log entries, current medications, and Watchtower reminders. You review it in two minutes. You walk in knowing exactly what to discuss.

CaseMakerCare LogWatchtower

You uploaded a Medicare denial letter yesterday. You haven't looked at it closely yet. But Hesvara has.

Deadlines surface themselves

AI Insights reads every document as it arrives, extracting dates, deadlines, and authorization windows. Those dates flow into Watchtower automatically. You didn't set a reminder. The document set one for you.

AI InsightsWatchtower

Your brother keeps asking "what did the doctor say?" You keep texting him PDFs he never opens.

Siblings share one care record

Invite your brother to Mom's CaseFile. He logs in, sees the same documents, the same Watchtower timeline, the same Care Log entries. When you log a note, he sees it. When he uploads a form, you see it. No more relay texting.

Care teamCaseFile

Your son's IEP review is next week. Your mother's Medicare renewal is due the same month. Two completely different systems, one exhausted you.

Manage care across generations

Switch between CaseFiles within the same account. Your child's school records in one, your parent's insurance files in another. Each has its own Watchtower timeline, its own Care Log, its own CaseMaker drafts. The workflow is the same. The people are different.

CaseFileMulti-recipient
1Capture

Everything in one secure place

Documents land in CaseFile. Daily notes land in Care Log. Both are encrypted in transit and at rest, organized by the categories you actually use, and ready when the next conversation happens.

CaseFile

Every record, sorted by the categories you actually use.

Forward documents by email, drag them into the browser, or snap a photo from your phone. CaseFile sorts them into the categories that show up in real caregiver paperwork, and processes each file for searchable text and key dates.

  • Categories: Medical Records, Insurance/EOBs, IEP/504 Plans, Legal Documents, School Records, Therapy Notes, Other
  • Drop PDFs, images, or Word docs up to 10MB
  • Auto-tagged "Processed" once OCR finishes, "AI Processed" once insights are extracted
  • Searchable across every document by name, content, or date
  • Encrypted in transit and at rest, visible only to the caregivers you authorize
Sarah uploads her mother's neurology consult, advance directive, and a Medicare denial. Before she's closed the app, all three are tagged, processed, and ready to source into an appeal letter.
All Documents 10
Medical Records 0
Insurance/EOBs 0
IEP/504 Plans 0
Legal Documents 0

Margaret Eleanor Chen

10 documents · Updated today · 3 care team members Upload
medicare-nomnc-home...
301.2 KB · Apr 18
Processed AI Processed
medication-list-recon...
164.5 KB · Apr 2
Processed AI Processed
durable-poa-health...
241.7 KB · Oct 27
Processed AI Processed
advance-directive-l...
208.9 KB · Oct 27
Processed AI Processed
neurology-baseline-...
477.2 KB · Oct 27
Processed AI Processed
cardiology-consult-...
509.9 KB · Oct 27
Processed AI Processed
Care Log

A simple, tagged log of the small moments that matter.

Care Log is for the things that wouldn't fit in a document: conversations, observations, behaviors, medications given. One entry at a time, optionally tagged, automatically dated. Over weeks and months, the entries become evidence.

  • One-tap entry from any screen, with no required fields beyond what happened
  • Optional tags: Medical, School, Insurance, Admin, Behavior, Medication
  • Up to 10,000 characters per entry, searchable across the entire log
  • Voice-to-text capture (coming soon) for quick logging in the car or at appointments
  • Entries feed AI Insights, which surfaces patterns over time
An offhand note that Mom "asked twice when Dad was coming home" becomes part of a pattern AI Insights surfaces six weeks later, evidence that supports the memory care conversation Sarah needs to have with her brother.
New Care Log Entry
Record observations, conversations, medications given, behaviors noticed...
05/14/2026
Medical School Insurance Admin Behavior Medication
2Understand

Quiet analysis surfaces what matters

AI Insights doesn't live in its own tab. It runs behind every module, reading documents and notes as they arrive, then surfacing the right information in the right place, without ever asking the caregiver to "use the AI."

AI Insights

The work that happens between upload and alert.

When CaseFile finishes processing a document, AI Insights reads it for structure: dates, deadlines, dollar amounts, authorization codes, medical events. Those structured details flow into Watchtower as alerts, into CaseMaker as sources, and into the search bar as findable facts.

  • Reads: PDFs, scanned images, forms, denial letters, EOBs, IEPs
  • Extracts: appeal deadlines, renewal dates, authorization codes, visit numbers, prescription changes
  • Surfaces patterns: across Care Log entries, including sleep changes, behavior shifts, and medication concerns
  • Flags inconsistencies: medication changes that weren't logged, conflicting authorizations
  • Stays inside your data: each insight is tied to a specific source document or note you can review
CaseFile finishes processing Margaret's Medicare denial. AI Insights extracts the 60-day appeal window, the disputed visit numbers (14–20), and the supporting documents needed. By the time Sarah opens Hesvara that evening, Watchtower already shows the appeal deadline with 5 days left.
medicare-nomnc-...
301 KB · Apr 18
Processed AI Processed
What AI Insights found
Appeal deadline
60 days from notice · May 18
Disputed services
Home health PT, visits 14–20
Sources to attach
Neurology consult · PT notes
3Act

Reminders arrive on time. Drafts appear on request.

Watchtower watches in the background. CaseMaker waits to be asked. Together, they turn captured-and-understood information into the two things a caregiver actually needs: a heads-up before something matters, and a draft of the paperwork that has to go out.

Watchtower

Every deadline, before it's an emergency.

Watchtower pulls every appeal window, renewal date, authorization expiration, and appointment into one timeline. Items color themselves by urgency. Categories tell you which life-area the deadline belongs to. Nothing arrives on you by surprise.

  • Auto-extracted from documents in CaseFile by AI Insights
  • Grouped: Due Soon, Upcoming, Completed
  • Categorized: Medical, Appeal, Insurance, School, Benefits, Admin
  • Color-coded urgency: red (this week), amber (this month), green (later)
  • Manual entries supported for anything that didn't come from a document
The Medicare appeal for home health PT shows up in Watchtower with 5 days left, color-coded red because Sarah hasn't opened CaseMaker on it yet. One tap launches the draft with the right sources pre-selected.
Dashboard
Watchtower
CaseFile
Care Log

Watchtower

+ Add Deadline
Due Soon 2
Medical due soon
Cardiology: pacemaker interrogation follow-up
May 26 13 days left
Appeal due soon
Medicare appeal: home health PT denial
May 18 5 days left
Upcoming 3
Medical upcoming
Medicare Annual Wellness Visit with Dr. Reyes
Jul 13 61 days left
CaseMaker

The paperwork, drafted from your file.

CaseMaker turns the documents in CaseFile and the entries in Care Log into the advocacy paperwork a caregiver would otherwise stay up late writing. Pick from common document types, upload a blank form to auto-fill, or describe a custom document. Each draft pulls only from the sources you select.

  • Insurance: Appeal Letter, Prior Authorization Request
  • Education: IEP Parent Input Letter, IEP Accommodation Request
  • Benefits: SSI/SSDI Application Narrative, Medicaid Application/Renewal
  • Medical: Provider Coordination Letter, Medical Records Request, Appointment Prep
  • Form fill: upload any blank form (Medicaid renewal, school enrollment, insurance claim) and CaseMaker auto-fills it from your CaseFile data
  • Custom drafts: describe what you need, and CaseMaker drafts a new document grounded in the sources you select
Sarah picks Insurance Appeal Letter, selects Margaret's neurology consult and the Medicare denial as sources, and gets a draft appeal grounded in her mother's actual medical record, ready to review, edit, and send to the insurer.
1Document Type 2Details 3Sources 4Generate

What type of document do you need?

Select the document type that best matches your needs

Insurance Appeals and authorization requests
Insurance Appeal Letter
Appeal a denied insurance claim with supporting medical evidence
Prior Authorization Request
Request insurance approval before receiving a service or treatment
Education IEP and school documentation
IEP Parent Input Letter
Share your concerns and observations before an IEP meeting
IEP Accommodation Request
Request specific accommodations or modifications to the IEP
Benefits Government assistance applications
SSI/SSDI Application Narrative
Detailed narrative for Social Security disability benefits
Medicaid Application/Renewal
Support documentation for Medicaid application or annual renewal
Medical Provider communication and records
Provider Coordination Letter
Share care information with a healthcare provider or specialist
Medical Records Request
HIPAA-compliant request for medical records from a provider
Appointment Prep
Structured 1-pager with questions, observations, and medication notes
Have a form to fill out?
Upload any blank form (Medicaid renewal, school enrollment, insurance claim) and we'll auto-fill it from your CaseFile data
Fill a Form →
Custom Create your own document
Custom Document
Describe what you need and let CaseMaker draft it from the sources you select
Built on your CaseFile

The stronger your CaseFile, the sharper everything else.

Hesvara's power comes from the records you keep. Every document you forward into CaseFile and every entry you make in Care Log strengthens what Watchtower can flag and what CaseMaker can draft. AI Insights is the connective layer reading what arrives and surfacing what matters.

01

CaseFile and Care Log capture the details

Safely store records in your healthcare-grade CaseFile, and capture observations, behaviors, and daily notes through Care Log. Search across the whole record to surface past incidents and histories when you need them.

02

CaseMaker and Watchtower turn history into supported next steps

Using the records in your CaseFile and Care Log, Watchtower tracks and flags critical dates and reminders. CaseMaker searches your documents and logs for relevant evidence to generate grounded appeals, letters, and applications.

03

AI Insights connects them all

AI Insights reads every new document and note as it arrives, extracting dates that flow into Watchtower and structured content that fuels CaseMaker. Without it, you'd have folders. With it, you have a working casefile.

See it in your own paperwork.

Walk through a fully-populated demo workspace, or join the beta with your own CaseFile and bring the modules together around the people you're actually caring for.