# Gemini Legal

> Gemini Legal supplies California law firms with records retrieval, process serving, filing and workers’ compensation support, alongside software for medical-record analysis and court-form preparation. Founded by Dan Mora in 2004, the privately owned company combines field staff and case-support specialists with products including ChartInsight, JetFiler and DraftEngine.

- **Founded:** 2004
- **Headquarters:** Rocklin, United States
- **Founders:** Dan Mora (Founder and Chief Executive Officer)
- **Products:** Subpoena and records retrieval, Client portal, JetFiler, ChartInsight (formerly JudyAI), DraftEngine
- **Notable:** Company reported more than doubled business volume and over 110% headcount growth in the three years preceding December 2023., ChartInsight product page reports more than 28 million medical-record pages processed as of November 2025., Company lists ninth place among 50 Sacramento Business Journal fastest-growing companies in 2024.

## Products & services

- **Subpoena and records retrieval** — Retrieves records for law firms, with an online ordering and records portal, OCR search, field specialists and California process servers.
- **Client portal** — Cloud access to orders, status information and searchable records.
- **JetFiler** — No-cost electronic filing for California workers’ compensation workflows, including access through the Filevine integration.
- **ChartInsight (formerly JudyAI)** — Medical-record indexing and analysis with chronologies, summaries, reference citations, focused queries, templates, retention controls and a Clio Manage integration. Publicly launched in 2024; renamed in 2025.
- **DraftEngine** — California court-form preparation with reusable packets, shared matter data, role-based attorney approvals and a library of more than 5,000 forms. Public launch announced June 23, 2026.
- **Civil litigation support** — Process serving, skip tracing, court services, e-recording, concierge e-filing and records retrieval.
- **SJDB and return-to-work voucher assistance** — In-house counseling and administrative support for eligible injured workers, including bilingual English/Spanish counselors.
- **Workers’ compensation publications and ratings tools** — Quick Reference Guide, permanent disability ratings calculator and benefit calculation reference publications.
- **SIBTF and IMR support** — Records and case-support services related to Subsequent Injuries Benefits Trust Fund matters and independent medical review.

## Achievements

- Company reported more than doubled business volume and over 110% headcount growth in the three years preceding December 2023.
- ChartInsight product page reports more than 28 million medical-record pages processed as of November 2025.
- Company lists ninth place among 50 Sacramento Business Journal fastest-growing companies in 2024.
- President Tony Daugherty received a Sacramento Business Journal corporate citizenship lifetime achievement award in 2025.

## Latest updates

- **2026-06** — Announced DraftEngine availability, with California court forms, matter-data reuse and approval workflows.
- **2026-01** — ChartInsight added reference citations, focus and template features, retention controls and complimentary summaries with Gemini workers’ compensation records requests.
- **2025-10** — Made the Filevine records-ordering and JetFiler integration available.

## Links

- Website: https://gemini.legal/
- LinkedIn: https://www.linkedin.com/company/geminilegal/
- Twitter/X: https://twitter.com/danatgemini
- YouTube: https://www.youtube.com/@geminilegal
- Instagram: https://www.instagram.com/geminilegal/
- Facebook: https://facebook.com/Gemini.Legal.Inc/

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Profile page: https://yespress.io/gemini-legal
Published by YesPress — https://yespress.io
Last updated: 2026-10-02