# Medical Records Retrieval & Chronology for E-Discovery Managers with Disco

> AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Disco](https://calish.com/workflows/tool/disco/)
- **Role:** [E-Discovery Manager](https://calish.com/workflows/for/e-discovery-manager/)
- **Specialty:** E-Discovery
- **Category:** Data Entry & Processing
- **Canonical URL:** https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-e-discovery-manager-with-disco/

## The Problem

E-Discovery 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 in Disco

AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

## Disco Integration Approach

1. **Audit your Disco configuration.** We map the specific Disco objects, custom fields, and workflows the automation needs to touch for your e-discovery practice.
2. **Build on the Disco API or agent.** Integration happens inside Disco — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Disco with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Medical Records Retrieval & Chronology for E-Discovery Managers](https://calish.com/workflows/medical-records-retrieval-and-chronology-for-e-discovery-manager/)
- AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.

## Other Disco Automations

- [Client Questionnaire Intake & Translation for E-Discovery Managers](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-e-discovery-manager-with-disco/)
- [Trademark Docketing & Renewal for E-Discovery Managers](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-e-discovery-manager-with-disco/)
- [Patent Prior Art Search for E-Discovery Managers](https://calish.com/workflows/with/patent-prior-art-search-for-e-discovery-manager-with-disco/)
- [Estate Distribution & Beneficiary Tracking for E-Discovery Managers](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-e-discovery-manager-with-disco/)
- [Demand Package Drafting for E-Discovery Managers](https://calish.com/workflows/with/demand-package-drafting-for-e-discovery-manager-with-disco/)
- [Closing Checklist & Disclosure Packet for E-Discovery Managers](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-e-discovery-manager-with-disco/)
- [Employment Handbook & Policy Updates for E-Discovery Managers](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-e-discovery-manager-with-disco/)

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