Medical Record Retrieval 100% Integrated with Clio
Request and receive all documents and track communications from our medical record retrieval service all in your CMS.


Information out of Clio
- Client’s information from the client tab.
- HIPAA forms.
- Provider information and treatment dates.
Information into Clio
- Medical records and bills directly to documents tab.
- All expenses captured in your cost tab.
Communication and Support
- Customer service rep assigned to each case manager.
- All communication captured in your notes tab.
- Status updates throughout the process.
- Email notifications when medical records delivered.
The Benefits of Using Our
Medical Record Retrieval Services

Don't Leave Clio
Verify all client information right in your Client Tab
Request Records
Directly from your Medical Treatment Tab you can initiate a request.
Records Delivered
Once retrieved, all records and bills are delivered to your Documents Tab.
Costs & Expenses
Delivered directly back into your Cost Tab for accurate disbursements.
Ticket System
All communications are through our ticket system, pushed to your email, and recorded in your Notes Tab.
Single Point of Contact
Your own, dedicated customer service representative for your overall success. Available by phone or email.
Per Request per location/entity
One flat fee, no matter how many attempts1
Records + bills together = one fee2
1 We keep chasing the provider until the record is delivered.
22
If both the record and bill can be obtained from the same provider, it’s one request and one fee.
- Fully Integrated. Never Leave your CMS.
- Use your HIPAA Form or Ours
- Fast Turnaround Time
- Real People Following Up
- Single Point of Contact
- Integrates with QuickBooks

Frequently Asked Questions
How will our Record Retrieval Service save my law firm Money?
By using our Record Retrieval Service, you are able to pass on the record retrieval fee to your client in the same manner as you are passing on the actual cost of the record. In addition, we can teach you how to use a line of credit to pay for all case expenses not just the record retrieval fee. For example, police reports, accident reconstruction, or even expert witnesses and pass on the interest expense to your client. Allowing you to reinvest in the growth of your law firm rather than paying for expenses out of your operation. Just ask us how our relationship with lenders can get you started today.
How will our Record Retrieval Service help increase the value of a lawsuit?
The benefit of using our Record Retrieval Service is having our expert team handle the administrative process of collecting records which does not increase the value of your cases. This will free up your highly trained and highly paid paralegals to concentrate on building value in your clients’ case by ensuring an excellent investigation, establishing liability, and doing proper medical management.
Does the $49.95 fee apply every time you reach out for a record?
Content goes here ..
Can I control how much I want to pay for a medical record?
The law firm can create a cost cap. This is the maximum dollar amount you are willing to pay without prior approval. When an invoice comes in that exceeds your cost cap, we will create a ticket which will send your case manager an email asking for their approval. All tickets and responses are stored in your case management system in your notes tab.
How long does it take to get my medical records?
When we begin working with a new law firm with new medical providers, the average time is 30 days as we begin building the providers into our system and automating the process as well as creating relationships with your providers. As we continue the relationship, our turnaround time optimizes to approximately 23 days.
The record retrieval fee seems high — why?
We understand the concern, but here’s the reality:
- Technology + manpower – Our pricing reflects both the cost of building bilateral CMS integration and the dedicated team who calls providers regularly to secure records quickly.
- Fast turnaround – Our national average turnaround time is under 23 days and we pull about 130,000 records a year, much faster than most internal processes.
- Proven satisfaction – At Rob Levine Law (where we charge ourselves the exact same rate), fewer than 3% of clients complain about the retrieval fee when signing disbursement sheets. For those who do, the firm waives the cost — still a fraction of the time and money saved by the 97% who pay.