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.
Full-service retrieval portal with additional claims-data discovery and record-review services.
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 law firms; also serves insurers and claims organizations.
Track Record
Built inside a high-volume personal injury law firm with 25+ years of operating experience; about 250,000 records processed annually.
Privately held. Founding year, annual request volume, and completion rate are not publicly disclosed.
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.
No numeric retrieval average is public. The advertised 10-business-day average applies to record review after records are supplied.
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.
Uses a provider database to automate fax and email requests, followed by weekly live calls. The facility count is not public.
OCR and Document Preparation
Records and bills are fully OCR’d/searchable, compressed, quality-checked, organized, and delivered into the correct matter.
Current public product pages do not document OCR or searchable-PDF functionality.
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.
Offers flat-rate retrieval without per-page charges, but does not publish the base rate. Claims DX/RX costs $75 when data is returned, and Record Review costs $35 per hour.
HIPAA and Security
HIPAA compliant and SOC 2 II, with encrypted, time-limited authorizations and secure delivery.
Reports HIPAA compliance and SOC 2 Type II, with AES-256 encryption.
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.
Names SmartAdvocate, Law Ruler, Filevine, Litify, and CasePacer integrations.
EHR Access and Database
Direct EHR access to 400,000+ connected providers, same-day delivery when eligible, and automatic fallback to traditional retrieval.
Claims data identifies treatment and providers. It is a discovery service, and no direct EHR exchange is disclosed.
