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.
Offers record retrieval within a broad litigation-support portfolio, with AI-driven Record Insights for organization and analysis; the supplied information does not establish direct EHR access with automatic fallback to traditional retrieval."
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
Not exclusively focused on plaintiff law firms; also serves insurers, corporations, and government legal teams.
Track Record
Built inside a high-volume personal injury law firm with 25+ years of operating experience; about 250,000 records processed annually.
Predecessor operations date to 1987, with a vendor-reported 98% completion rate; annual retrieval volume and an origin inside a plaintiff law firm are not identified in the supplied information.
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.
Retrieval averages 30–45 days. Record Insights reports typically take another 2–5 business days after records are received.
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.
Reports 4M+ provider and custodian relationships for nationwide outreach, but that figure does not establish how many providers are connected for direct EHR access.
OCR and Document Preparation
Records and bills are fully OCR’d/searchable, compressed, quality-checked, organized, and delivered into the correct matter.
Record Insights extracts information from scans and handwriting to generate organized reports, but a standalone searchable-PDF step, compression, quality checks, and delivery into the correct matter are not specified in the supplied information.
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.
Retrieval requires a custom quote, with no public rate card. Matter-based invoicing is available, while client-cost recovery depends on the fee agreement and jurisdiction.
HIPAA and Security
HIPAA compliant and SOC 2 II, with encrypted, time-limited authorizations and secure delivery.
Reports HIPAA compliance. Record Insights reports SOC 2 Type II and encryption up to 256-bit.
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.
Can automate requests and map status and expenses into a case system, but public pages do not name current CMS partners or establish two-way transfer of the full set of records, bills, notes, and request data.
EHR Access and Database
Direct EHR access to 400,000+ connected providers, same-day delivery when eligible, and automatic fallback to traditional retrieval.
Coordinates electronic record requests through provider relationships, but does not publish a direct EHR exchange network or direct-access coverage count.
