3 Ways a Records Retrieval Partner Can Reduce Your Workload

CSI - Courtroom Sciences Inc


Day in and day out, paralegals are constantly bombarded with extensive work demands and crucial moving parts that are essential to achieve a favorable position in their legal cases. Frequently among these duties is the tedious and time-consuming task of securing records. While these records, including medical, billing, court, employment, and insurance, among many other types of records, comprise a crucial component of most cases, records retrieval also represents a relatively high burden for trial attorneys. Any inefficiency in the retrieval of third-party records can cause delays in the discovery process and frustration for those involved in the case. 

While experienced trial attorneys know how critical third-party record retrieval is, they also understand how exhausting these non-legal tasks can be. By utilizing a records retrieval partner, law firms can more efficiently allocate the time and effort spent by their attorneys and paralegal staff to higher-value activities. 

At Courtroom Sciences (CSI), we know that accurate documentation for a case is crucial to your success. This is why our records department consists of highly trained and detailed oriented individuals who can help complete your record retrieval needs by drafting subpoenas and authorizations, serving subpoenas, locating, tracking, receiving and producing records. With decades of experience, you can trust our skilled team of litigation support experts to contact custodians to quickly retrieve any third-party record, helping paralegals and attorneys provide a superior service to their clients.

What are the benefits of working with a records retrieval partner?

Waiting on records or worrying that you may not receive them on time, can induce unnecessary stress and roadblocks. CSI’s litigation support can expedite the retrieval process accurately, securely, and efficiently, providing peace of mind before a deposition or trial. CSI works with countless custodians of records and healthcare providers across the country to accelerate the document retrieval process. 

 

The Most Common Benefits for Paralegals When Working With a Records Retrieval Partner

The three most common benefits cited by paralegals when working with CSI for records retrieval are:

●  Updated locations

●  Ease of accessing retrieved records 

●  Flexibility to deliver records in any requested format

CSI has a strategic vetting process that thoroughly investigates an individual, company, or other entity before requesting records. In addition, we handle locating, ordering, tracking, and receiving records, collaborating with countless custodians of records and healthcare providers across the country and vendors to accelerate the records retrieval process

CSI uses a secure, HIPAA-compliant system for ease of accessing retrieved records. This web-based portal accommodates optical character recognition and bates stamping of records to make them searchable and shareable and allows paralegals and trial attorneys to communicate with our team members. CSI customizes records delivery and scanning workflows to each firm's preferences to find critical information, eliminating the need to search through stacks of paper files.

A Records Retrieval Partner Can Reduce a Paralegal's Workload

CSI can help reduce a paralegal's workload by 

●  Drafting the subpoena 

●  Domesticating a subpoena

●  Reviewing records for accuracy and completeness

CSI complies with HIPAA Security Rules and federal and state rules of civil procedures to draft subpoenas, domesticate subpoenas and complete authorizations with accuracy. In addition to handling electronic filings and service of process needs, CSI tailors document preparation and delivers requested information according to your firm's preference. 

A Records Retrieval Partner Can Help Paralegals Save Time

By using CSI as a records retrieval partner, paralegals can save time knowing that Courtroom Sciences will: 

●  Vet the location to ensure the records request is going to the correct location

●  Obtain process servers to hand-deliver subpoenas

●  Contact and follow up with locations, providers, and vendors to obtain records

●  Research and hire local mobile notaries to perform a notarization when needed

Non-legal chores that drain paralegals' time are burdens that law firms don't need to endure. CSI believes that your clients benefit the most from you and your paralegals focusing on the vital legal activities of your case. Our record retrieval service simplifies the process, allowing paralegals more time to actively focus on core competencies, clients, and caseloads. 

Reduce your workload by removing the burden of records retrieval and focusing on more value-added tasks. Streamlined records retrieval from CSI drives efficiency, adds expertise, and provides peace of mind. Speak with one of our experts to get started.  

Key Takeaways

●  CSI works with countless custodians of records and healthcare providers across the country and vendors to accelerate the document retrieval process. 

●  CSI has a strategic vetting process that thoroughly investigates an individual, company, or other entity before requesting records. 

●  CSI tailors document preparation according to your firm's preference.

●  Streamlined records retrieval from CSI drives efficiency, adds expertise, and provides peace of mind.


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