Category Focus
Full-service medical-record retrieval combining direct EHR access, traditional provider follow-up, OCR preparation, and direct case-management delivery. Retrieval possible for 100% of providers in the US. Direct EHR access to 400,000+ connected providers, backed by a traditional retrieval team for non-connected facilities.
Self-service software that automates patient Right-of-Access record requests. It is not a managed retrieval service. Automates requests and follow-ups, but your firm’s staff still operates the retrieval process.
Primary Audience
Trusted by 250+ law firms; AExclusively focused on plaintiff law firms, including personal injury, medical malpractice, mass tort, workers’ compensation, disability, and other plaintiff-side practices.I-native since 2024
Supports multiple plaintiff practice areas, but its model is built around firms keeping record retrieval in-house.
Track Record
Built inside a high-volume personal injury law firm with 25+ years of operating experience; about 250,000 records processed annually.
Publishes individual customer results, but does not establish company-wide retrieval volume or completion performance.
Retrieval Turnaround
Same-day for eligible EHR requests after authorization, plus automatic fallback to traditional retrieval when EHR access is unavailable. Traditional retrieval averages approximately 21–23 days.
States that 90% of records arrive within 30 days. Complex requests can take up to 40-60 days.
Provider / Facility Relationships
Retrieval possible for 100% of providers in the US. Direct EHR access to 400,000+ connected providers, backed by a traditional retrieval team for non-connected facilities.
Users identify providers, while the platform automates correspondence and follow-up. No contracted facility network is advertised.
OCR and Document Preparation
Records and bills are fully OCR’d/searchable, compressed, quality-checked, organized, and delivered into the correct matter.
Offers document management and synchronization, but does not specify OCR conversion, compression, or a managed document-quality review.
Pricing and Recoverability
$49.95 flat fee per request; zero provider fees for qualifying EHR retrievals for an average of $100 provider-fee savings. Traditional provider charges can be approval-capped, and all fees can be passed through as a case expense.
Charge starte at $155 per month for one user on Essentials plan and $0.06 per page.
HIPAA and Security
HIPAA compliant and SOC 2 II, with encrypted, time-limited authorizations and secure delivery.
States HIPAA/HITECH compliance and documents security safeguards, but the reviewed materials do not provide a public SOC 2 compliance.
CMS Workflow and Integrations
Bilateral integrations with Neos, Needles, SmartAdvocate, Litify, Filevine, Clio, Casepeer, MyCase, Practice Panther, and NeoStella. Client, provider, and HIPAA data flow into the request; records, bills, costs, notes, and status return to the matter.
CMS integrations are listed only on Plus and Advanced, starting at $279/month. Names MyCase, Filevine, and Smokeball integrations and describes CMS synchronization.
EHR Access and Database
Direct EHR access to 400,000+ connected providers, same-day delivery when eligible, and automatic fallback to traditional retrieval.
Offers a provider-contact database for sending requests, but no direct EHR exchange or direct-access coverage count is published.
