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Home Who we serve By role I manage legal cases

I manage legal cases

For legal teams working to dates that do not move. Turnaround, certification, and what to do about a custodian who is slow.
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Trusted across the network 490K+ record requests fulfilled annually
4.9 rating across 1,707 reviews on Google
Who we serve · Legal case managers

Every record, tracked

Submit once and follow each request through the custodian’s queue, with real-time status online, 24/7. When a custodian goes quiet, you see it in the status — not the week before trial.
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Measured on the network

What to expect from a tracked request

7 fewerCalls per request 24/7Real-time status online 50 statesCovered nationwide
Built for case deadlines

Records you can plan a case around

Complete the first time

A guided workflow keeps each request’s details complete, so it isn’t sent back for another round of calls.

Status before court

Follow each request online at any hour, so you know where it stands before a court date forces the question.

Signatures without paper

Clients sign authorization forms digitally, so a request doesn’t wait on printing, scanning, or a lost form.

Request dates on file

Every request, update, and delivery is logged, so your case file shows exactly when each record was requested.

Custodians in any state

Request from custodians across all 50 states through one account, not a different process per state.

Direct connections

Retrieval runs on a Carequality-connected network, so a request can reach a connected custodian directly.
Customer story · Physical therapy

2.4 days on average

A physical therapy network that fields requests from law firms handed release to ChartRequest Complete. Requesters now see status online and can submit outside office hours.
2.4 daysAverage turnaround 500+Requests in the first six months 42+Locations across 3 states
More about this case study
Ways to retrieve

Track it or hand it off

Retrieval

Legal

Request and track records against the dates your cases run on, with status online 24/7. Tracked to court deadlines and claim clocks.
Explore legal retrieval
Fully managed

Services

Hand retrieval over, and a team follows up with each custodian until the records arrive. A custodian who will not respond is escalated.
Explore retrieval services

Roles close to yours

Claims & HEDIS teams

For claims, HEDIS and medical review at audit volume. Bulk retrieval across thousands of charts against a submission deadline that is already set. Go to Claims & HEDIS teams

Compliance leaders

For the people who answer for a disclosure. What is enforced, what is logged, and what you can put in front of a regulator. Go to Compliance leaders

IT & integration leaders

For IT owners weighing another integration. What connecting records exchange to the EHR actually requires, and what it does not. Go to IT & integration leaders

See ChartRequest on your own records

A 20-minute walkthrough of release, retrieval, and the audit trail — using the workflow you run today.
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