Medical Records Retrieval & Chronology for Securities Attorneys
Stop letting medical records retrieval & chronology eat your securities attorney's week.
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
How It Works
Discovery Call
We map your current medical records retrieval & chronology process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does medical records retrieval & chronology take manually for securities attorneys?+
In most securities & capital markets firms, medical records retrieval & chronology consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle medical records retrieval & chronology without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your securities attorney keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Workiva?+
No. The automation runs on top of your existing Workiva setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Workiva exactly as before.
How quickly can a securities attorney team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is medical records retrieval & chronology automation worth it for a small securities & capital markets firm?+
If your securities attorneys spend 5+ hours per week on medical records retrieval & chronology, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Workiva or our process changes?+
Workflows are versioned and monitored. When Workiva pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate medical records retrieval & chronology?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.