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.
Record Retrieval with EHR downloads and AI record services, but the supplied information does not establish nationwide provider coverage or 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
Serves plaintiff firms alongside litigation groups and legal operations teams, with no stated exclusive focus on plaintiff practices.
Track Record
Built inside a high-volume personal injury law firm with 25+ years of operating experience; about 250,000 records processed annually.
Founded in 2017 and reports nearly 400,000 records annually; no in-house plaintiff-law-firm operating history is 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.
Same-day commitments apply only to sending qualifying orders and uploading returned documents. No average time from request to completed retrieval is published.
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.
Offers a searchable custodian directory and Sharecare collaboration. Instant Locator was publicly listed for four states as of March 2026.
OCR and Document Preparation
Records and bills are fully OCR’d/searchable, compressed, quality-checked, organized, and delivered into the correct matter.
Provides searchable OCR and supports chronological ordering, but the supplied information does not detail compression, quality checks, or placement into the correct matter.
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 volume-based flat fees without per-page or rush charges, but no exact price is public.
HIPAA and Security
HIPAA compliant and SOC 2 II, with encrypted, time-limited authorizations and secure delivery.
Provides a HIPAA-compliant encrypted portal, with SOC 2 Type II and NIST-aligned controls reported by its parent company.
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.
Lists integrations with legal platforms and business tools, but the supplied information does not specify which support two-way transfer of request details, records, bills, costs, notes, and status. Integrations limited to Clio, Filevine, Litify, MyCase, Neos, and SmartAdvocate.
EHR Access and Database
Direct EHR access to 400,000+ connected providers, same-day delivery when eligible, and automatic fallback to traditional retrieval.
Offers direct EHR downloads from participating providers without copy-service charges. Number of total provider connections is not published.
