# Medical Records Retrieval & Chronology for Securities Attorneys

> AI requests records via HITECH, ingests them into Workiva, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.

- **Role:** [Securities Attorney](https://calish.com/workflows/for/securities-attorney/)
- **Category:** [Data Entry & Processing](https://calish.com/workflows/category/data-entry-and-processing/)
- **Specialty:** [Securities & Capital Markets](https://calish.com/workflows/specialty/securities-and-capital-markets/)
- **Action:** Medical Records Retrieval & Chronology
- **Canonical URL:** https://calish.com/workflows/medical-records-retrieval-and-chronology-for-securities-attorney/

## The Problem

Securities & Capital Markets cases need medical records from 8 providers, and each one sends 400 pages in a different format — the chronology is a week of paralegal time per matter.

## What We Build

AI requests records via HITECH, ingests them into Workiva, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.

## Tools & Integrations

- Workiva
- Donnelley Venue
- iManage
- Google Drive

## How It Works

1. **Discovery call.** We map your current medical records retrieval & chronology process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Workiva](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-securities-attorney-with-workiva/) — Medical Records Retrieval & Chronology built natively in Workiva
- [Donnelley Venue](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-securities-attorney-with-donnelley-venue/) — Medical Records Retrieval & Chronology built natively in Donnelley Venue
- [iManage](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-securities-attorney-with-imanage/) — Medical Records Retrieval & Chronology built natively in iManage

## Related Workflows

- [Contract Review & Redlining for Securities Attorneys](https://calish.com/workflows/contract-review-and-redlining-for-securities-attorney/)
- [RFE & Notice Response Drafting for Securities Attorneys](https://calish.com/workflows/rfe-and-notice-response-drafting-for-securities-attorney/)
- [Client Questionnaire Intake & Translation for Securities Attorneys](https://calish.com/workflows/client-questionnaire-intake-and-translation-for-securities-attorney/)
- [Trademark Docketing & Renewal for Securities Attorneys](https://calish.com/workflows/trademark-docketing-and-renewal-for-securities-attorney/)
- [Patent Prior Art Search for Securities Attorneys](https://calish.com/workflows/patent-prior-art-search-for-securities-attorney/)
- [Estate Distribution & Beneficiary Tracking for Securities Attorneys](https://calish.com/workflows/estate-distribution-and-beneficiary-tracking-for-securities-attorney/)

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