Medical Records Retrieval & Chronology for Legal Billing Coordinators with Aderant Expert
The Problem
Matter Billing 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 Aderant Expert
AI requests records via HITECH, ingests them into Elite 3E, 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 Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
Aderant Expert Integration Approach
Audit your Aderant Expert configuration
We map the specific Aderant Expert objects, custom fields, and workflows the automation needs to touch for your matter billing practice.
Build on the Aderant Expert API or agent
Integration happens inside Aderant Expert — 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 Aderant Expert with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Aderant Expert instance
30-minute call. We'll look at your actual Aderant Expert setup and show exactly how this workflow fits.