15 Ways a Document Retrieval Company Can Help Your Law Firm

By ABI - September 6th, 2017

close up of businessman taking folders with papers from secretary hand in office

Many law firms outsource their document retrieval, and for good reason. By using a document retrieval service to get the medical records you need, you can save time, money, and resources.

However, these aren’t the only benefits. Here are 15 ways a document retrieval service can help your law firm.

  1. 1. Boost Your Productivity

For lawyers, time is always in short supply. Document retrieval is a necessary task, but one that can drain valuable hours out of the workday. This is where a document retrieval company can help.

At ABI, we help law firms obtain the records they need quickly and affordably, so they can devote their time and energy to higher priorities.

2. Get More Accurate Medical Records

According to the Centers for Disease Control and Prevention (CDC), 83.2 percent of adults and 92.4 percent of children in the U.S. had contact with a healthcare professional in 2016. A survey released by Practice Fusion reveals that the average person sees 18.7 doctors over a lifetime. For people over age 65, this average jumps to 28.4 doctors.

When medical records are integral to a case, it’s important to get a complete picture of the patient’s health and treatment history. Without accurate medical records, you can miss critical issues that directly impact the case. A document retrieval company can request medical records from multiple providers simultaneously, ensuring you receive the most accurate medical records possible.

3. Save Time with a Document Retrieval Company

Record retrieval is important, but is it really the best use of your time? By outsourcing your document retrieval to a company that is wholly focused on obtaining documents as quickly as possible, you can turn your attention to more profitable tasks.

4. Get Records Faster

In many cases, it’s difficult — if not impossible — to fully prepare without medical records and related documents. ABI has the largest team of field agents of any document retrieval company, and we operate in all 50 states. We’ve been able to streamline the record retrieval process, which allows us to deliver medical records faster and more efficiently than our competitors.

5. Protect Client Information

Cybercrime has skyrocketed over the past few years. In a 2016 report, PricewaterhouseCoopers found that cybercrimes are now the second most common reported economic crime.

At ABI, all electronic records are securely encrypted using an SSL connection. We also comply with all state and federal privacy and security laws.

6. Access Documents from Anywhere

With ABI’s web-based tool, eSummary Mobile, you can securely access and share medical records with any iOS mobile device.

7. A Document Retrieval Company Saves You Money

By relying on ABI’s team of more than 90 schedulers, who make appointments to retrieve the records, you can focus on higher priority tasks. We also advance the witness fees for the client so they don’t waste time requesting a check and then wondering how they will get it to the custodian.

8. Find the Information You Need Quickly

With ABI’s web-based tool, eSummary, your medical records are delivered in chronological order and accessible from an easy-to-use dashboard that allows you to sort and filter according to your needs.  

9. Create Instant Notes and References

Traditional record review methods require lawyers to manually create notes and references about information they need. With eSummary by ABI, you can simply highlight the information you need to make it appear in a custom note that automatically contains the date of service, provider name, and the type of document.

10. Refer Back to Records When You Need Them

With eSummary, your documents are literally right at your fingertips. You can say goodbye to the tedious, time-consuming process of searching for the files you need among boxes of stored paper documents.

11. Get Real Time Updates on the Status of Your Document Retrieval

ABI makes following up on your record requests easy and painless. When the status of your request changes, ABI sends an automatic email update, so you never have to worry about remembering to follow up or check in.

12. Make Collaboration Easier

Litigation is generally a team effort. Accomplishing goals as a team is much harder when you’re sorting through boxes of paper records or working off several different electronic versions of a document. With eSummary by ABI, multiple users can collaborate during records review, making it easy and painless for everyone on the team to do their part and share their work.

13. Make Multi-Party Litigation Painless

Law firms small and large can struggle to keep up with the demands of multi-party litigation. In many cases, even a large firm will hire new team members specifically to assist with a large case involving multiple parties. When you’re dealing with dozens of parties, even the process of preparing and serving subpoenas can take days or even weeks.

When you outsource these tasks, however, you eliminate the headaches involved in keeping track of numerous record custodians and their specific requirements, not to mention subpoena requirements for multiple jurisdictions.

14. Benefit from Established Relationships with Record Custodians

For more than 35 years, ABI has created long-term relationships with thousands of record custodians across the country. Our longstanding contacts enable us to obtain medical records much faster. We know what custodians require and which forms they need to fulfill a request.

15. Eliminate the Cost of an In-House Record Retrieval Team

A document retrieval company can help you obtain the medical records you need quickly and affordably, eliminating the need for an in-house record retrieval team. Because you use the document retrieval service only when you need it, you can cut overhead costs significantly.

Contact ABI to Learn How We Can Help Your Law Firm


Could you use more time in your day? ABI can make document retrieval easy and affordable. Contact ABI today to learn more.