Medical Records Retrieval & Chronology for Litigation Paralegals with NetDocuments
Run medical records retrieval & chronology on autopilot inside NetDocuments.
The Problem
Civil Litigation 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 NetDocuments
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 NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
NetDocuments Integration Approach
Audit your NetDocuments configuration
We map the specific NetDocuments objects, custom fields, and workflows the automation needs to touch for your civil litigation practice.
Build on the NetDocuments API or agent
Integration happens inside NetDocuments — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in NetDocuments with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this medical records retrieval & chronology automation work natively in NetDocuments?+
Yes — we build directly on NetDocuments's API or agent integration. Your data stays in NetDocuments, your litigation paralegals keep the same login and UI, and there's no parallel system for the team to learn.
What NetDocuments configuration do we need before deployment?+
We work with your existing NetDocuments setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for civil litigation teams.
Can NetDocuments handle medical records retrieval & chronology on its own?+
NetDocuments handles configuration; AI handles judgment. Native NetDocuments workflows route deterministic tasks; our automation layer adds the AI judgment NetDocuments doesn't ship out of the box — document classification, exception triage, drafting.
Is NetDocuments the right tool for medical records retrieval & chronology for litigation paralegals?+
NetDocuments is widely used among civil litigation teams precisely because of its data model around medical records retrieval & chronology. We've deployed this workflow on NetDocuments for similar firms and the integration is well-trodden.
What's the typical ROI of medical records retrieval & chronology automation in NetDocuments?+
For civil litigation firms running NetDocuments, automation typically pays back inside the first quarter — measured against the loaded cost of the litigation paralegal hours absorbed. Higher volumes deploy faster.
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See this running in your NetDocuments instance
30-minute call. We'll look at your actual NetDocuments setup and show exactly how this workflow fits.