Reach
Complete
Every network and portal, plus the long tail
- 425,000 provider organizations, all 50 states + DC
- Correct custodian and provider’s own authorization form, resolved for you
- Fax, portal, mail, email, or phone — whatever they respond to
Every medical record. None of the follow-up.
Tavrn requests, follows up and delivers records, bills and imaging from any US provider into the systems you already use.
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Trusted by 500+ organizations
- Sweet James Accident Attorneys
- Pond Lehocky
- Trust Guss Injury Lawyers
- Thompson Law
- Pasternack Tilker Ziegler Walsh Stanton & Romano
- Phillips Law Group
- Phoong Law
- Anapol Weiss
- Chaffin Luhana
- Richard Schwartz & Associates Injury Lawyers
- Oasis Orthopedic & Spine
- Redefine Healthcare
- Center for Independence
- Mindset Care
From solo practices to national organizations, coast to coast
Your work can’t move until the record does.
Every health-data network and portal combined returns about 63% of a patient’s visits.
The rest sits in fax queues, portals and records departments that nobody calls.
The rest sits in fax queues, portals and records departments that nobody calls.
- provider requests processed
- 100,000+
- of providers chased
- 100%
- automated follow-up
- Every48h
- Patient’s own portals20%
- Every network + portalto 63%
- Tavrnto 100%
How it works
A single process for medical record retrieval
A new request starts in the Tavrn platform, from Clio, SharePoint, Smokeball, Litify, SmartAdvocate, Dropbox, or from the API. 01Request
Start the request from the matter in Litify, SmartAdvocate, Clio, Smokeball, SharePoint, Dropbox, or the API. One signed HIPAA authorization covers every provider; Tavrn prepares each provider’s release.
Request a patient’s outside records from one screen, naming each hospital, clinic, imaging center, and lab. One HIPAA authorization covers every provider on the list.
Order records from inside your product. One request per provider under the patient’s signed authorization, sent through the REST API or uploaded as a spreadsheet.
Create one retrieval request per provider, with the patient’s signed authorization attached, and keep the request ID. Agents start at tavrn.ai/agents.md.
A status card with one row per provider: records received, confirming receipt with a provider-stated date, action required to approve a fee, and the next follow-up in 48 hours. 02Track
Every provider has its own status, stated date, and contact history. Tavrn follows up every 48 hours by fax, portal, mail, email, or phone, and flags fee approvals as action required.
Tavrn asks networks and portals first, then faxes, calls, or mails the providers they do not reach, following up every 48 hours. You see each provider’s status and contact history.
A webhook fires on every status change, so your product always knows where each provider stands. Tavrn follows up with every open provider every 48 hours until records arrive.
Providers answer on their own schedule. A webhook fires on every status change, or poll the request, while Tavrn follows up with every open provider every 48 hours.
A folder of checked documents filed by provider and date of service, with record type, page count and file type for each file. 03Deliver
Checked records land in the matter, with provider fees posted as case costs. Tavrn also pulls the accident report and verifies coverage with each carrier; chronologies and demands build from the file.
Notes, DICOM images, pathology reports, and labs arrive in one folder per patient, by provider and date of service, checked against the request. HIM files them to the chart.
Documents arrive as each provider responds: notes, imaging with DICOM, pathology reports, labs, and bills, filed by provider and date of service. Download by API or SFTP into your pipeline.
Each file is checked against the request: dates of service, record types, pages. Download documents with the same key, with record type, page count, and file type attached.
Our customers
Trusted with the records that outcomes depend on.
Hundreds of organizations trust Tavrn with their PHI and their deadlines. Here is what a few of them measured.
“If I’m getting six times the amount of demands out, that means I have the records. That means cases are moving.”
- 6xIncrease in demands sent
- ~70%Lower retrieval cost than the previous vendor
- 2–3Months to settle many minimum-policy cases
65%Increase in case filings, year-over-year
“Since implementing Tavrn, my filings are up almost 65% year-over-year because I can personally handle way more cases.”
Martay Law Office Read the Martay Law Office case study75%Rapid Turnaround
“Before Tavrn, obtaining complete medical records and manually analyzing files created significant challenges before and during litigation.”
The Levensten Law Firm Read The Levensten Law Firm case study“Tavrn gives us a faster, more streamlined approach to medical record retrieval so we can move cases quickly, reduce friction for clients, and build a scalable foundation for growth.”
Desert Injury Law Read the Desert Injury Law case study
10xCases closed
Bigos Law“Since implementing Tavrn, we’ve moved more cases into the demand stage over the last 3–4 months than we averaged each month throughout 2025… Strong AI tools plus a dedicated support team have made the partnership both easy and profitable.”
Matthew Bonilla, Director of Business OperationsTrust Guss Injury Lawyers “Tavrn has been exceptional!… It is delivering results in record time — faster than we could ever obtain them ourselves. It is literally saving our staff hours of waiting on hold and chasing down updates. By reclaiming those lost work hours, Tavrn is more than paying for itself.”
John T. Briggs, Owner & Managing AttorneyKellum Law Firm
Features
Move work forward with complete records
Speed
Fast & visible
Live status on every provider
- Per-provider status, provider-stated dates, and full history on every request
- Outreach Activity Report: every contact with the provider, exportable
Platform · Integrations · API
One retrieval engine, three ways in
Every path shares the same provider network, follow-up cadence and delivery. Pick the one that fits how your team works.
Platform
Request, track and receive records in the Tavrn app.
- Patient authorization captured once, reused across providers
- Live per-provider status and full outreach history
- Records, chronologies and demand letters in one folder per patient
Integrations
Start requests from the system of record you already use.
- Litify, SmartAdvocate, Clio, Smokeball, SharePoint, Dropbox
- Records land back in the matter, case or patient file
- No double entry, no exports
API
Retrieval as an endpoint for your product or agent.
- REST API: a webhook fires on every status change
- Structured records and metadata, ready for your pipeline
- Plain JSON, SDK-free, documented
Example request POST /v2/cases/{case_id}/retrieval-requests { "patient": { "name": "Jane Doe" }, "facility": { "name": "Example Medical Center" }, "requested_records": [ { "type": "medical_records" }, { "type": "billings" } ], "auth_form": { "upload_id": "b97c904a…" } }
Security
Controls for sensitive medical records
Protected health information, handled under HIPAA and audited for SOC 2.
FAQ
FAQ
What customers say
“It is delivering results in record time — faster than we could ever obtain them ourselves. It is literally saving our staff hours of waiting on hold and chasing down updates. By reclaiming those lost work hours, Tavrn is more than paying for itself.”
John T. Briggs, Owner & Managing Attorney, Kellum Law Firm “Since implementing Tavrn, we’ve moved more cases into the demand stage over the last 3–4 months than we averaged each month throughout 2025.”
Matthew Bonilla, Director of Business Operations, Trust Guss Injury Lawyers “Since implementing Tavrn, my filings are up almost 65% year-over-year because I can personally handle way more cases.”
Martay Law Office “Tavrn gives us a faster, more streamlined approach to medical record retrieval so we can move cases quickly, reduce friction for clients, and build a scalable foundation for growth.”
Desert Injury Law