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.
Provides traditional nationwide retrieval across multiple record types, but the supplied information does not establish direct EHR access.
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, claims professionals, and legal-support teams.
Track Record
Built inside a high-volume personal injury law firm with 25+ years of operating experience; about 250,000 records processed annually.
Reports 30+ years of industry experience and nationwide operations, but 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.
Publishes an approximately 15-day average but does not identify a same-day option for eligible EHR requests.
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.
Can request records from any U.S. provider and works with major ROI vendors. No proprietary network count is published.
OCR and Document Preparation
Records and bills are fully OCR’d/searchable, compressed, quality-checked, organized, and delivered into the correct matter.
Offers OCR and document-management services as options. They are not represented as included in the base retrieval fee.
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.
Typical retrieval fee is $45, with provider fees billed separately at cost. Additional fees apply depending on format and volume of records, additional services like OCR, and delivery format.
HIPAA and Security
HIPAA compliant and SOC 2 II, with encrypted, time-limited authorizations and secure delivery.
Uses a HIPAA-focused program through Secure Now, U.S.-based servers, 128-bit SSL, AES-256 encryption, and two-factor authentication. Does not identify a SOC 2 Type II attestation or time-limited authorizations.
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.
Mentions case management system integrations but does not detail two-way transfer of request data, records, bills, costs, notes, and status.
EHR Access and Database
Direct EHR access to 400,000+ connected providers, same-day delivery when eligible, and automatic fallback to traditional retrieval.
Offers electronic retrieval through providers and ROI vendors, but discloses no proprietary direct EHR exchange or coverage database.
