How do law firms automate medical records requests?

Why is the records cycle the work firms automate first?

Because it never finishes. New providers surface as treatment continues, requests need chasing, and every facility produces in a different format: hospital system portals on one case, faxed invoices from a two doctor practice on the next. It is the work that burns out records desks, and turnover is the proof: the Bureau of Labor Statistics projects roughly 39,300 paralegal and legal assistant openings each year, most of them replacing workers who leave the occupation.¹

What does the automated cycle look like?

• Identify. Providers pulled from intake, treatment updates, and the records themselves as they arrive.
• Request. Requests generated with the correct authorizations, delivered the way each provider accepts them. Built for HIPAA from the start, secure fax included.
• Chase. Reminders fire on schedule when providers go quiet, without a person watching a tickler file.
• File and summarize. Arrivals are filed to the case, indexed, and summarized for attorney review.
• Repeat. The cycle runs continuously for the life of the case, on every case at once.

What changes for the firm?

Records arrive while cases are young, so demands and complaints get built on complete records instead of waiting for them. The team keeps the judgment calls and loses the chasing. And the work product lands back in the firm’s own systems: a vendor that wants to become the system of record is asking the firm to move its clients into the vendor’s building.

Where does Execute fit?

Execute Prelitigation runs this exact cycle: records requested on day one and chased for the life of the case, letters of representation and demand letters drafted, and the summons and complaint drafted when the case is ready, all waiting for attorney approval.