Medical Records Retrieval & Chronology for Bankruptcy Attorneys with Best Case
The Problem
Consumer Bankruptcy 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 Best Case
AI requests records via HITECH, ingests them into Best Case, 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 Best Case — uses the native API or agent integration so nothing leaves the system of record.
Best Case Integration Approach
Audit your Best Case configuration
We map the specific Best Case objects, custom fields, and workflows the automation needs to touch for your consumer bankruptcy practice.
Build on the Best Case API or agent
Integration happens inside Best Case — 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 Best Case with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Best Case instance
30-minute call. We'll look at your actual Best Case setup and show exactly how this workflow fits.