Medical Records Retrieval & Chronology for E-Discovery Managers with Everlaw

Everlaw E-Discovery Manager E-Discovery

The Problem

E-Discovery 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 Everlaw

AI requests records via HITECH, ingests them into Relativity, 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 Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Everlaw Integration Approach

1

Audit your Everlaw configuration

We map the specific Everlaw objects, custom fields, and workflows the automation needs to touch for your e-discovery practice.

2

Build on the Everlaw API or agent

Integration happens inside Everlaw — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in Everlaw with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your Everlaw instance

30-minute call. We'll look at your actual Everlaw setup and show exactly how this workflow fits.

More About This Workflow

Medical Records Retrieval & Chronology for E-Discovery Managers

AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.

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