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