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