# Tavrn — full site text > Tavrn requests, follows up and delivers medical records, bills and imaging from any US provider. Used by 500+ organizations. Each section is the Markdown twin of one page on https://www.tavrn.ai; the `canonical` line names the HTML page. Blog posts are indexed at https://www.tavrn.ai/blog/llms.txt. --- title: "Tavrn — Every medical record. None of the follow-up." description: "Tavrn requests, follows up and delivers medical records, bills and imaging from any US provider. Used by 500+ organizations." canonical: https://www.tavrn.ai updated: 2026-10-20 --- # 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. ## 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. - 100,000+ provider requests processed - 100% of providers chased - Every 48h automated follow-up ## A single process for medical record retrieval 1. **Request** — A new request starts in the Tavrn platform, from Clio, SharePoint, Smokeball, Litify, SmartAdvocate, Dropbox, or from the API. 2. **Track** — 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. 3. **Deliver** — A folder of checked documents filed by provider and date of service, with record type, page count and file type for each file. ### Law Firms - 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. - 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. - 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. ### Hospitals & Clinics - 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. - 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. - 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. ### Health Tech - 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. - 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. - 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. ### Agents - 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. - 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. - 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. ## Move work forward with complete records ### 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 ### 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 ## 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 [See the platform](https://www.tavrn.ai/demo) ### 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 [Browse integrations](https://www.tavrn.ai/integrations) ### 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 [Try the sandbox](https://sandbox.tavrn.ai) ## Use Tavrn with your existing systems Works with the systems your team already uses. - Clio - Dropbox - SmartAdvocate - Litify - Smokeball - SharePoint - Custom integration [Integrations](https://www.tavrn.ai/integrations) ## Controls for sensitive medical records Protected health information, handled under HIPAA and audited for SOC 2. - HIPAA compliance - SOC 2 - BAA - SSO - Audit trail [Security](https://www.tavrn.ai/security) ## FAQ ## What types of records can Tavrn retrieve? Medical records, billing records, radiology images, accident reports and insurance coverage from any US provider — plus medical chronologies and demand letters built from the record. ## Which providers can Tavrn reach? Around 425,000 provider organizations across all 50 states and DC: the health-data networks plus the long tail that only answers fax, portal, mail, email or phone. ## How long does retrieval take? Requests go to the provider the same day. Every open request is followed up automatically every 48 hours, and you see per-provider status and provider-stated dates live. ## Does Tavrn replace our existing system? No. Start requests from Litify, SmartAdvocate, Clio, Smokeball, SharePoint or Dropbox and records land back where you work; anything else connects over the API and webhooks. ## How long does it take to get started? Requests can start the day your team gets access to the Tavrn app. Litify, SmartAdvocate, Clio, Smokeball, SharePoint and Dropbox connect during onboarding without engineering work on your side; API keys are issued in the Tavrn dashboard after a 30-minute call. ## Ask anything Book a demo and bring your hardest provider — we’ll walk through it live. ## Book a demo See a request go out and the records come back. [Book a demo](https://www.tavrn.ai/demo) --- title: "Medical record retrieval for law firms" description: "Medical record retrieval for law firms: records and bills from every provider, followed up until they arrive and filed into your case management system." canonical: https://www.tavrn.ai/solutions/law-firms updated: 2026-10-20 --- # Medical records retrieved, chased, paid and filed in your CMS Tavrn requests treatment records and itemized bills from every provider on the matter, follows up by fax, portal and phone until they arrive, pays the provider invoices under your approval limit and delivers everything into Litify, SmartAdvocate, Clio or Smokeball. Built for personal injury, mass tort, medical malpractice and workers’ comp firms. ## Retrieval at a scale one firm never reaches - **100,000+** Completed record requests - **2–3 weeks** Most records back, request to delivery - **500+** Organizations retrieving with Tavrn ## Built for every plaintiff practice ### Personal injury Treatment records and itemized bills from every provider the client saw — ER, imaging, specialists, therapy — are the demand. Nothing goes to the adjuster until the last one is in. - **Demand-ready records** — Treatment and billing records from every provider, with live status on each. - **Prior treatment** — Pre-suit and litigation records, including prior treatment, on the same authorization. - **Follow-up every 48 hours** — Demand deadlines don’t wait on a fax queue. - **Filed to the matter** — Records and bills land in Litify, SmartAdvocate, Clio or Smokeball, with fees posted as case costs where supported. - [Landver Law: 6x demand output](https://www.tavrn.ai/customer-stories/landver) - [Desert Injury Law: a multi-state PI operation](https://www.tavrn.ai/customer-stories/desert-injury) ### Mass tort Hundreds or thousands of claimants, each with their own providers, each needing proof-of-use and injury records before the census or bellwether deadline. - **Bulk ordering** — One request per claimant, per provider, by spreadsheet or the API. - **Census-ready status** — Per-claimant, per-provider status and history, exportable for the census. - **Proof of use and injury** — Pharmacy and treatment records, chased at 100% of providers. - **Back to each claimant** — Records delivered to each claimant’s matter. - [Paul LLP: retrieval across hundreds of facilities](https://www.tavrn.ai/customer-stories/paul) - [The Levensten Law Firm: mass tort discovery](https://www.tavrn.ai/customer-stories/levensten) ### Medical malpractice The complete chart from the hospital and every treating physician, plus imaging, so your expert reviews the same record the defense will. - **Complete charts** — Requested provider by provider and checked against the request for anything missing. - **Imaging and film** — Requested alongside the chart. - **Expert review sets** — Provider-specific record sets for expert review. - **Outreach Activity Report** — Every request, contact and delivery logged. ### Workers’ comp Records and bills from the treating physicians and facilities on the claim, with updates as treatment continues, for the claim file and the hearing. - **Claim records and bills** — From the treating physicians and facilities on the claim. - **Ongoing treatment** — Updates requested as the claim develops. - **Chronology** — History, objective findings and MMI dates pulled from the record. - **Into your CMS** — Records delivered into your case management system. - [Martay Law Office: 65% more case filings](https://www.tavrn.ai/customer-stories/martay) ### SSDI Every treating provider on the disability file — primary care, specialists, mental health, hospitals — gathered from one authorization and assembled for the SSA submission. - **One authorization** — Every treating provider requested from a single authorization. - **Ready to submit** — The complete file, organized by provider and date of service. - **Follow-up every 48 hours** — Automated follow-up with live status on every provider. - **Fees at exact cost** — Provider fees passed through at exact cost. ## Every demand waits on the slowest provider ### Three weeks pass and nobody knows where the request stands A paralegal sends the authorization, then calls the records department whenever there is a gap in the day. Hospital portals, fax confirmations, wrong fax numbers and a provider that wants its invoice paid before it will release a page. **37%** of a patient’s record sits outside every network and portal combined ### Cases sit, clients call, and the fees land on the wrong matter Nothing goes to the adjuster until the last chart and itemized bill are in. Meanwhile provider invoices, clearinghouse fees and re-requests pile up with nothing tying them back to the case. ### Every provider chased, every contact logged, every fee on the matter Tavrn sends the request, confirms receipt, follows up by fax, portal and phone until the records and bills arrive, pays the provider under your approval limit and files everything to the matter in your case management system. **100%** of providers on a request followed up until they produce or confirm no records ## How Tavrn speeds up your records team ### Records filed straight to your CMS Records, bills and invoice PDFs land on the matter in Litify, SmartAdvocate, Clio or Smokeball, with no re-keying. ### Follow-ups handled for you Every open request is confirmed and chased by fax, portal or phone until the provider produces. ### Every delivery checked Each delivery is checked against the request, and missing pages go back to the provider automatically. ### Provider invoices paid for you Fees are paid at exact cost under the approval threshold you set, then posted to the matter as case costs. ## Everything a case needs. ### 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 ### Chased until it arrives Receipt confirmed, then followed up by fax, portal and phone - Each request goes to the custodian the way that provider actually responds: fax, portal, mail, email or phone. - Receipt is confirmed with the records department, so a lost fax is found in days, not at the deadline. - Open requests are followed up automatically, including by phone during the provider’s business hours, until records arrive. - A provider that stalls is escalated to Tavrn’s retrieval team, who work the request by hand. - Every contact is logged with date, channel and outcome, exportable as the Outreach Activity Report. - A provider with nothing on file returns a no-records statement, documented on the request. ### Records that hold up The hard requests, handled as part of the request - Certified copies and custodian affidavits requested with the record, notarized where the court needs it. - Every delivery checked against the request. Missing pages go back to the provider; a statement of no records is documented. - A deposition or trial date on the case moves its requests to the front of the queue. - Imaging and films, pharmacy, itemized bills and full charts, each requested the way that custodian requires. Mailed discs ingested. - Patient-portal retrieval when the client’s own portal is the fastest route, by secure text to the client. - Continued care: re-request the same provider for new dates of service, with duplicates detected. - Clearinghouses — Datavant/Ciox, MRO, Verisma, Sharecare — handled on their own portals and payment rails. - Delivered searchable (OCR), with a cover page, organised by provider and date of service. ### The whole case file, not just the chart Insurance coverage discovery and accident reports as products, requested the same way - Coverage discovery per matter: BI, PD, PIP/MedPay, UM/UIM lanes, each tracked to a written answer. - Letters of representation and disclosure requests sent to each carrier, followed by phone. - Written policy limits collected into one coverage packet for the demand. - Accident reports located, purchased and delivered to the matter. ### 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 ### Every provider fee, visible Provider fees paid for you, passed through at cost and tied to the matter - Provider and clearinghouse fees are paid by Tavrn and passed through to the firm. Your contract sets the pass-through terms. - Fees above the approval limit you set wait for a yes. Everything under it is paid so the records keep moving. - Disputed provider invoices, such as per-page charges above the state rate, are challenged for you. - One consolidated Tavrn invoice, by card or ACH, with every provider fee tied to its matter. - No separate rush fee: a deposition or trial date on the case moves its requests to the front of the queue. ### Every fee on the ledger Provider fees and Tavrn fees posted to the matter as native expenses - Litify Expenses, SmartAdvocate Disbursements and Clio expense entries, created from the request. No re-keying. - Provider fee and Tavrn fee kept separate, each with its own expense type, vendor and recoverable flag. - Provider invoice and Tavrn invoice PDFs filed to the matter next to the records. - A Case Costs page per matter: credits used, provider fees and total, ready for the settlement statement. - QuickBooks Online: fees posted as bills or purchases against the client, vendors kept in sync. ## Use Tavrn with your existing systems Works with the systems your team already uses. - Clio - Dropbox - SmartAdvocate - Litify - Smokeball - SharePoint - Custom integration ## The same records, already working - **Chronologies and demands** — Records delivered through Tavrn can feed a cited medical chronology and a demand drafted on your firm’s template, reviewed before it reaches you. - **Case costs** — Provider invoices paid at cost under your approval limit, then posted to the matter as expenses with the invoice PDF filed beside the records. - **CMS writeback** — Records, bills and invoice PDFs filed to the matter in Litify, SmartAdvocate, Clio or Smokeball, with status and expenses written back where the system supports it. - **Coverage and crash reports** — Letters of representation and disclosure requests to every carrier, verbal and written limits in one coverage packet, and the accident report purchased and filed. ## FAQ ## How long does retrieval really take? Most records are back within two to three weeks of the request going out. Each provider’s stated date shows on the request, and every open request is followed up until the records arrive. ## How do we know the records are complete and correct? Every delivery is checked against the request: pages, date range and record types. Anything missing goes back to the provider, and a provider with nothing on file returns a no-records statement. Each contact with the provider is logged, so you can see exactly what was asked for and when. ## Another vendor quotes a lower price per request. Why Tavrn? Provider fees pass through at cost under an approval limit you set, there is no rush fee, incomplete productions go back to the provider, and fees post to the matter as case costs. No paralegal hours on follow-up or invoice reconciliation. ## Do we have to commit before we have seen it work? No. Most firms start with a pilot on live requests from their own matters, with the same follow-up and visibility as a full account, and decide on an agreement when the results are in. ## Does Tavrn work with our case management system? Litify, SmartAdvocate, Clio, Smokeball, SharePoint and Dropbox are supported today, with an API for anything else. Records and invoice PDFs are filed to the matter; Litify, SmartAdvocate and Clio also receive status and expenses. ## We have an in-house records team. Does this replace them? It takes the chasing off their desk. Your team still decides what to request and reviews what comes back; Tavrn handles the sending, the confirmation calls, the follow-up, the provider invoices and the filing. ## We already use an AI tool for chronologies and demands. Is Tavrn redundant? No. Those tools start when the records are in hand; Tavrn is how they get there. Records retrieved through Tavrn can be used with your existing tools, or with Tavrn’s own chronologies and demands. ## Is Tavrn for a small firm? Yes. A solo practitioner with a few matters a month sends requests one at a time from the app or their case management system. Larger firms and mass tort dockets use bulk ordering and the API. ## Who pays the provider? Tavrn does, including on clearinghouse portals such as Datavant/Ciox, MRO, Verisma and Sharecare, so records are released without your staff cutting checks. The fee is passed through on your Tavrn invoice and posted to the matter. ## Which providers can Tavrn reach? Around 425,000 provider organizations across all 50 states and DC: the health-data networks plus the long tail that only answers fax, portal, mail, email or phone. ## Does Tavrn replace our existing system? No. Start requests from the Tavrn app or connect your own system over the API and webhooks; records land back where you work. ## How long does it take to get started? Requests can start the day your team gets access to the Tavrn app; API keys are issued in the Tavrn dashboard after a 30-minute call. ## Do we need to use a separate portal? No. Start requests from the Tavrn app or through the API, and records land back where you already work. ## Can Tavrn get certified copies and custodian affidavits? Yes. Ask for a certification or affidavit on the request and it goes to the custodian with the record request. Notarized affidavits are requested where the provider offers them. ## What happens when a provider sends an incomplete record? Every delivery is checked against what was requested. Missing pages or date ranges go back to the provider automatically, and a provider that has no records on file is documented as such on the request. ## Can we rush a request for a deposition or trial? Put the deposition or trial date on the case. Requests on that case move to the front of the work queue and get priority follow-up. There is no separate expedite fee. ## Which record types can Tavrn request? Medical records (full chart, ER, mental health, radiology reports), billing (physician, facility, ER, radiology, anesthesia, ambulance), imaging and films, pharmacy, accident reports and insurance coverage. Medicare, Medicaid and insurer claim files are not supported today. ## How do provider fees show up in our accounting? Provider fees and Tavrn fees post to the matter as native expenses in Litify, SmartAdvocate or Clio, split by type with a recoverable flag, and the invoice PDF is filed with the records. QuickBooks Online receives the same fees as bills or purchases. ## Book a demo See a request go out and the records come back. [Book a demo](https://www.tavrn.ai/demo) --- title: "Medical record retrieval for hospitals and clinics" description: "Medical record retrieval for hospitals and clinics: outside notes, DICOM, pathology slides and legacy charts from every US provider, on one authorization." canonical: https://www.tavrn.ai/solutions/hospitals-clinics updated: 2026-10-20 --- # Outside records, with the images and slides Tavrn requests notes, images and pathology slides from each provider a patient has seen, on one HIPAA authorization, and HIM files them to the chart. **100,000+** provider requests · **425,000** provider organizations in Tavrn’s directory · **Every 48 hours** follow-up with each open provider ## The outside chart decides the plan - **52%** of the information clinicians lacked at the visit sat outside the practice: the notes, labs and imaging reports. - **42%** of repeat CTs after trauma transfer were ordered because the outside scan was unavailable. - **Up to 67%** of admission medication histories contain at least one error. The prescriber’s list and dose changes sit in the outside chart. Tavrn requests all three from the providers that hold them. ## Where the outside chart is read first Service lines that plan treatment from records written elsewhere. ### Oncology Confirm stage before tumor board. Records: Slides and blocks, DICOM images, Treatment doses. Without them: Prior doses go uncounted. ### Fertility Choose the stimulation protocol. Records: Stimulation sheets, Embryology reports, Hormone and semen tests. Without them: Dosing starts over; the payer sees no prior cycle. ### Transplant evaluation Clear the candidate for listing. Records: Dialysis records, Psychosocial evaluation, Blood type. Without them: Listing waits. ### Neurology Confirm the referred diagnosis. Records: MRI as DICOM, EEG and spinal fluid. Without them: Repeat the MRI, or accept the referral’s diagnosis. ### Structural heart Choose catheter valve or surgery. Records: Echo loops, Gated CT, Cath films. Without them: The valve decision waits on repeat imaging. ### Behavioral health & SUD Set the medication plan. Records: Discharge summaries, Medication trials, Methadone doses. Without them: Failed medication trials restart. ## One signature to one folder ### Authorize The patient signs one HIPAA authorization. Tavrn prepares each provider’s own release form from that signature. ### Request Tavrn asks networks and portals first for what they hold, then faxes, mails, emails or calls the providers networks do not reach. Patient visits by route: **63%** networks, records vendors, portals; **37%** requested directly. Networks carry documents, rarely images; never slides, blocks, paper charts or bills. ### Follow up Tavrn contacts each open provider every 48 hours until the records arrive or the provider confirms there are none. ### Check Tavrn compares deliveries with the request: dates of service, record types and pages. A chart that stops early goes back to the provider. ### Deliver HIM receives one folder per patient, by provider and date of service, in the Tavrn app, SFTP or API. Provider fees are passed through at exact cost. ## How hospitals and clinics use Tavrn Who opens the request, and what moves when the records arrive. - **New-patient intake** — Patient access requests the outside records at booking, from each provider the patient names. - **Referral review** — The referral coordinator closes the consult with the outside result filed, not a note that it was requested. - **Tumor board** — The tumor-board coordinator lists the case with outside slides, blocks and DICOM in hand. - **Transplant evaluation** — The transplant coordinator takes dialysis run sheets, echo loops and prior operative notes to committee. - **Transfer center** — When the outside CT arrives as DICOM, the accepting team reads the images instead of repeating the scan. - **Prior authorization** — The authorization specialist attaches the dated outside physical therapy notes the payer requires. ### What comes back - Clinical notes - Imaging reports and DICOM images - Pathology reports, slides and blocks - Labs - Operative notes - Medication and infusion records - Itemized bills - Scanned and legacy charts - Behavioral-health and SUD records, under Part 2 consent ## Eligibility decided from documents, not codes ### Documents written at other centers Prior treatment regimens, biomarker reports, baseline scans and organ-function labs settle a match. Most were written at the diagnosing center and the treating practice. ### Requested on the research authorization Tavrn requests pathology, imaging and infusion records from each provider on the patient’s signed research authorization, valid to the study’s end. ## Before the first request ## Do we get the images and slides, or only the reports? Both. Imaging comes as DICOM with its report from the center that holds it. Slides or blocks come from the lab; no network carries them. The receiving pathologist reviews the original slides. ## Which providers can Tavrn request outside records from? Any US provider the patient has seen: hospitals, independent practices, imaging centers, labs and behavioral-health programs, about 425,000 organizations in Tavrn’s directory. ## How long does it take to get records back? The provider’s clock; a release on an authorization has no federal deadline. Tavrn follows up every 48 hours and shows each provider’s status throughout. ## What can providers charge for copies of records? Requests under an authorization follow state fee schedules. Each provider’s invoice appears on its own line of the request. ## Can Tavrn retrieve behavioral-health and substance-use records? Yes, on the patient’s consent. Substance-use program records require a written consent that meets 42 CFR Part 2, naming the program, the recipient, the information and the purpose. Tavrn requests them from the program directly. ## Can our research office use Tavrn for trial eligibility records? Yes, on the candidate’s HIPAA research authorization, which may run until the study ends. Tavrn requests pathology, imaging and infusion records from each provider directly. ## How do records reach our EHR or document system? In the Tavrn app, by SFTP into the document system, or through the API with a webhook on every status change. HIM files it to the chart. ## Will Tavrn sign a BAA, and is there a SOC 2 report? A Business Associate Agreement is available on request and reviewed during the security review. SOC 2 Type 1 and Type 2 reports and a HIPAA attestation are shared through the trust center on request. Tavrn handles protected health information under HIPAA. Records are encrypted at rest and in transit, and every outreach attempt on a request is logged. Details on the trust center. ## Book a demo See a request go out and the records come back. [Book a demo](https://www.tavrn.ai/demo) --- title: "Medical record retrieval API for health tech" description: "Medical record retrieval API for health tech: imaging, pathology and charts from each provider on one authorization; a webhook on every status change." canonical: https://www.tavrn.ai/solutions/health-tech updated: 2026-10-20 --- # Medical record retrieval as an API The patient signs once. Imaging, pathology slides and charts are requested from each provider they have seen; a webhook fires on every status change. **100,000+** provider requests · **425,000** provider organizations in Tavrn’s directory · **Every 48 hours** follow-up with each open provider ## What comes back from every provider Network connectors return what a site publishes: C-CDA, FHIR, some PDFs. They rarely carry DICOM and do not carry slides, infusion flowsheets or bills. Tavrn requests each record type from the provider that holds it, whether or not that provider is on a network. - Clinical and consult notes - DICOM images with the report - Pathology reports, slides and blocks - Labs from every lab and hospital - Infusion and medication records - Operative notes - Itemized bills - Scanned and legacy charts ## What you build on outside records Four products that start when the outside chart arrives. ### Care navigation and second opinion You build: Expert review after a serious diagnosis. Records: Slides, DICOM, Infusion records, Consult notes. What changes: The specialist reviews the original slides and images, not a summary of them. ### Clinical AI and chart review You build: Chart review across every provider’s records. Records: Scanned charts, Faxed notes, Labs. What changes: The model reads the faxed and scanned pages too. ### Virtual specialty care You build: Specialist care that begins by video. Records: Prior labs, DICOM, Medication records, Operative notes. What changes: Network treatment queries require a treating provider. Your request runs on the patient’s authorization alone. ### Trial matching and recruitment You build: Eligibility screening from the outside documents. Records: Prior regimens, Pathology and biomarkers, Baseline scans, Organ-function labs. What changes: Each criterion is settled from the outside documents. ## One request per provider, status by webhook Create a request per provider under the patient’s case, by API or spreadsheet, with the signed authorization attached. One authorization covers every US provider the patient has seen. ### One request per provider Each request carries its own status, contact dates and any provider fee, passed through at cost under the approval threshold you set. ### Networks, then direct Networks, records vendors and portals return about 63% of a patient’s visits; Tavrn requests the rest from each provider by fax, mail, email and phone. ### Follow-up until answered Every open provider is contacted every 48 hours until it answers. A webhook fires on every status change, or poll the request. ### Delivery as providers respond Records arrive as each provider responds. Download them with the same key, or take delivery by SFTP or in the Tavrn app. Create a request: ```http POST /v2/cases/{case_id}/retrieval-requests { "patient": { "name": "Nora Bellamy" }, "facility": { "name": "Cedars-Sinai" }, "requested_records": [ { "type": "medical_records" }, { "type": "billings" } ], "auth_form": { "upload_id": "upl_8f2…" } } ``` ## Research on the patient’s authorization Eligibility and long-term follow-up turn on outside documents: prior regimens and stop dates, pathology and biomarkers, baseline scans. - **Authorization** — Research is not a named network purpose, so your requests run on the patient’s HIPAA research authorization, valid to the study’s end. - **Cohort orders** — One request per cohort, one row per patient per provider. - **Source documents** — Each record is the provider’s own chart, delivered as the provider produced it. ## Questions before you integrate What a request returns, who may receive it, what it costs, and how it reaches your product. ## Do we get the images and slides, or only the reports? Both are requested. Tavrn requests the imaging report and the DICOM study from the imaging center that holds it, and the pathology report, with slides or blocks, from the lab for your pathologist’s re-read. ## Do we need a treatment relationship with the patient? No. Records are released to you under the patient’s signed HIPAA authorization, which names your organization and the purpose of use. Research and navigation requests do not depend on a treatment relationship. ## Can we request records for research rather than treatment? Yes, when the patient’s authorization describes the study; it may run to the study’s end and combine with informed consent. Research is not among the reasons the national networks list for sharing records; your request runs on the patient’s authorization. ## How long does it take to get records back? Each provider’s own clock. Tavrn follows up every 48 hours and shows each provider’s status on the request. ## What do providers charge for records, and who pays them? Fees follow each state’s schedule. Tavrn pays each invoice and passes it through at cost. ## How do records and status updates reach our product? Your product can order by API or by spreadsheet upload, get a webhook on every status change, and download the records with the same key or by SFTP. ## Can you request records from substance-use treatment programs? Yes, on the patient’s written consent. A federally assisted substance-use program releases records to a third party on a consent that meets 42 CFR Part 2, naming the program, recipient, information and purpose. Tavrn requests them on that consent. ## Will Tavrn sign a BAA with our company? A Business Associate Agreement is available on request and is reviewed with your team as part of the security review, alongside the documents on the trust center. SOC 2 Type 1 and Type 2 reports, a HIPAA attestation, and Tavrn’s security policies are on the trust center, shared once a request is approved. More on the security page. ## Book a demo See a request go out and the records come back. [Book a demo](https://www.tavrn.ai/demo) --- title: "Medical record retrieval API for AI companies and agents" description: "Medical record retrieval API for any US provider: one signed authorization, a webhook on every status change, structured documents. Agents: tavrn.ai/agents.md" canonical: https://www.tavrn.ai/solutions/agents updated: 2026-10-20 --- # Medical record retrieval, as an API One authorization in, complete record out. Create a case, request records from any US provider, get a webhook on every status change, and download structured documents into your product or agent. ## Get complete records without waiting weeks. ### Retrieval as an endpoint for your product or agent REST API: a webhook fires on every status change. Plain JSON, SDK-free, documented. ### Fees you can see and control Provider fees passed through at exact cost, under an approval threshold you set. - **Automated follow-up** — Every open request is followed up automatically every 48 hours. - **Missing records agent** — Checks every delivery against the request and goes back to the provider for anything missing. - **Live status on every provider** — Per-provider status, provider-stated dates, and full history on every request ## FAQ ## How do I get an API key? Test keys are self-serve: sign up at sandbox.tavrn.ai with a work email and get a tavrn_sk_test_ key for synthetic data in a minute. Production keys are issued to customer organizations in the Tavrn dashboard after a 30-minute call. The sandbox never touches production systems or protected health information; the call covers your use case, volumes and the BAA. ## How does authentication work? Send your key as a Bearer token on every request. Keys start with tavrn_sk_live_ and are scoped to your organization; rotate them from the dashboard. ## What does the patient have to sign? One HIPAA authorization per patient. Upload the signed PDF through the sign-upload endpoint and reference it as auth_form on each retrieval request; Tavrn handles every provider’s own forms from there. ## How do I know when records are ready? Subscribe a webhook (POST /v2/webhooks) and a signed delivery fires on every status change, or poll GET /v2/retrieval-requests/{id}: received → processing → completed, with action_required when the team needs something from you. ## Which record types can I request? Medical, billing and imaging lines on one request: medical_records, medical_records_er, medical_records_mental_health, abstract_medical_records, radiology_reports, rfc and the other 11 types in the reference, plus custom_* with your own label. ## Can an AI agent use Tavrn on my behalf? Yes. An agent can read agents.md, answer your questions from it, test against the sandbox with a key you create there, and book the call for you. Live record requests still need your organization’s production key and the patient’s signed authorization. ## What types of records can Tavrn retrieve? Medical records, billing records, radiology images, accident reports and insurance coverage from any US provider. ## Which providers can Tavrn reach? Around 425,000 provider organizations across all 50 states and DC: the health-data networks plus the long tail that only answers fax, portal, mail, email or phone. ## How long does retrieval take? Requests go to the provider the same day. Every open request is followed up automatically every 48 hours, and you see per-provider status and provider-stated dates live. ## Does Tavrn replace our existing system? No. Start requests from the Tavrn app or connect your own system over the API and webhooks; records land back where you work. ## How long does it take to get started? Requests can start the day your team gets access to the Tavrn app; API keys are issued in the Tavrn dashboard after a 30-minute call. ## Do we need to use a separate portal? No. Start requests from the Tavrn app or through the API, and records land back where you already work. ## Book a demo See a request go out and the records come back. [Book a demo](https://www.tavrn.ai/demo) --- title: "Build on the records API" description: "One REST contract for medical record retrieval from any US provider: create a case, attach the signed authorization, request records, get a webhook on every status change. Start on synthetic data today with a self-serve sandbox key." canonical: https://www.tavrn.ai/developers updated: 2026-10-20 --- # Build on the records API One REST contract for medical record retrieval from any US provider: create a case, attach the signed authorization, request records, get a webhook on every status change. Start on synthetic data today with a self-serve sandbox key. [Get a sandbox key](https://sandbox.tavrn.ai) · [API reference](https://docs.tavrn.ai/api-reference/v2) ## First request in four steps. Test keys are self-serve: sign up at sandbox.tavrn.ai with a work email and get a tavrn_sk_test_ key for synthetic data in a minute. Production keys are issued to customer organizations in the Tavrn dashboard after a 30-minute call. 1. **Sign up** — Create a sandbox account at sandbox.tavrn.ai with a work email. No call, no contract, no production data. 2. **Get a key** — Copy your tavrn_sk_test_ key from the key page and export it as TAVRN_API_KEY; every request to sandbox.tavrn.ai/v2 sends it as Authorization: Bearer. 3. **Create a case, request records** — POST /v2/cases, upload a synthetic authorization through sign-upload, then POST a retrieval request with X-Tavrn-Sandbox-Scenario: complete to force the happy path. 4. **Watch it complete** — Register a webhook and receive retrieval_request.status_changed, or poll GET /v2/retrieval-requests/{id} until status is completed. ## Sandbox quickstart ### 1 · Create a case ``` # Paste the key from the sandbox key page once per shell export TAVRN_API_KEY="tavrn_sk_test_…" # Create the case the records belong to curl -X POST https://sandbox.tavrn.ai/v2/cases \ -H "Authorization: Bearer $TAVRN_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "title": "Doe v. Example Motors", "client_name": "Jane Doe", "client_date_of_birth": "1980-01-15" }' # 201 Created { "id": "15e6af1b…", "case_number": "SBX-000001", "title": "Doe v. Example Motors", "client_name": "Jane Doe", "client_date_of_birth": "1980-01-15", "case_category": "other", "status": "active", "created_at": "2026-10-15T01:50:42.292Z", "updated_at": "2026-10-15T01:50:42.292Z" } ``` ### 2 · Request records ``` # Upload the (synthetic) signed authorization: presigned URL, then PUT the PDF curl -X POST https://sandbox.tavrn.ai/v2/cases/{case_id}/sign-upload \ -H "Authorization: Bearer $TAVRN_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "file_name": "auth_form.pdf", "file_type": "application/pdf", "purpose": "retrieval_attachment" }' # 201 → { "upload_id": "b97c904a…", "upload_url": "https://…", "expires_at": "…" } curl -X PUT "{upload_url}" -H "Content-Type: application/pdf" --upload-file auth_form.pdf # Request records from a sandbox facility (facility_id, or an inline facility with name + address); # the scenario header forces the outcome curl -X POST https://sandbox.tavrn.ai/v2/cases/{case_id}/retrieval-requests \ -H "Authorization: Bearer $TAVRN_API_KEY" \ -H "Content-Type: application/json" \ -H "X-Tavrn-Sandbox-Scenario: complete" \ -d '{ "patient": { "name": "Jane Doe", "date_of_birth": "1980-01-15" }, "facility_id": "{facility_id from GET /v2/facilities?q=General}", "requested_records": [ { "type": "medical_records" }, { "type": "billings" } ], "auth_form": { "upload_id": "{upload_id}", "file_name": "auth_form.pdf" } }' # 201 Created { "id": "c284b9fb…", "order_number": "T-SBX-00001", "case_id": "15e6af1b…", "status": "received", "created_at": "2026-10-15T01:51:31.464Z", "updated_at": "2026-10-15T01:51:31.464Z", "requestor_id": "43b3cb6d…" } ``` ### 3 · Outcome ``` # Poll the request (or register a webhook and wait for the delivery) curl https://sandbox.tavrn.ai/v2/retrieval-requests/{id} \ -H "Authorization: Bearer $TAVRN_API_KEY" # 200 OK — stages advance on their own; "complete" ends at status "completed" { "id": "c284b9fb…", "order_number": "T-SBX-00001", "case_id": "15e6af1b…", "status": "received", "stage": "submitted", "stage_label": "Submitted", "timeline": [ { "stage": "submitted", "state": "current", "occurred_at": "2026-10-15T01:51:31.464Z" }, { "stage": "locating_contact", "state": "pending" }, { "stage": "request_sent", "state": "pending" } ], "sandbox": { "scenario": "complete" } } # Webhook: one signed POST per status change curl -X POST https://sandbox.tavrn.ai/v2/webhooks \ -H "Authorization: Bearer $TAVRN_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "url": "https://example.com/tavrn", "events": ["retrieval_request.status_changed"] }' ``` Base URL https://sandbox.tavrn.ai/v2 · tavrn_sk_test_ keys only · same endpoints, stages and webhook signatures as production · API reference · OpenAPI. Scenarios: complete, action_required_payment, contact_missing, request_issue, no_records, stalled (append ,slow for realistic timing). ## Four resources. Plain REST. Every record request lives under a case. Statuses are coarse and public; documents are downloaded with the same key. - `POST /v2/cases` — A case to attach retrieval requests and documents to - `POST /v2/cases/{case_id}/sign-upload` — Presigned URL for the authorization PDF or attachments - `POST /v2/cases/{case_id}/retrieval-requests` — id, order_number, status - `GET /v2/retrieval-requests/{id}` — Status, timeline, action requests - `POST /v2/retrieval-requests/{id}/action-response` — Answer a question from the team - `GET /v2/retrieval-requests/{id}/documents` — Retrieved files, each with a download URL - `POST /v2/webhooks` — Signed deliveries on every status change ## Request status - **received** — Accepted; the team is validating the authorization and provider. - **processing** — Being worked with the provider; follow-ups every 48 hours. - **action_required** — Tavrn needs something from you — answer via the action-response endpoint. - **completed** — Terminal. Documents are ready to list and download. - **cancelled** — Terminal. Cancelled by you or because the provider cannot fulfil it. ## Three events, signed on every delivery. Register an HTTPS endpoint with POST /v2/webhooks and pick the events you need. Each delivery is signed so you can verify it came from Tavrn; retries follow the schedule in the reference. - `retrieval_request.status_changed` — Any status or stage change on a retrieval request. - `retrieval_request.action_required` — The team needs something from you; answer via action-response. - `retrieval_request.documents_available` — Retrieved files are ready to list and download. ## Same contract. Two things only a human does. Nothing in your integration changes between sandbox and production except the base URL and the key. ### Sign the BAA Tavrn handles protected health information under HIPAA. A Business Associate Agreement is reviewed with your team on a 30-minute call before any live request. ### Get a live key Production keys (tavrn_sk_live_) are created by an admin of your organization in the Tavrn dashboard; they are never self-serve and never work against the sandbox. ### Switch the base URL Point the same code at enterprise.tavrn.ai/v2, drop the scenario header, and send real signed authorizations. Endpoints, statuses, webhook payloads and error shapes are identical. ## Controls for sensitive medical records Protected health information, handled under HIPAA and audited for SOC 2. - [HIPAA compliance](https://www.tavrn.ai/security) - [SOC 2](https://www.tavrn.ai/security) - [BAA](https://www.tavrn.ai/security) - [SSO](https://www.tavrn.ai/security) - [Audit trail](https://www.tavrn.ai/security) ## Building with an AI agent? Everything on this page is also published as plain text for agents and crawlers. Point your agent at agents.md; it explains what Tavrn does, what needs a human, and how to book the call on your behalf. - [/agents.md](https://www.tavrn.ai/agents.md) — instructions for an agent acting for a user - [/llms.txt](https://www.tavrn.ai/llms.txt) — index of this site for LLMs - [openapi.json](https://docs.tavrn.ai/api-reference/v2/openapi.json) — Enterprise API v2 specification - [sandbox.tavrn.ai](https://sandbox.tavrn.ai) — self-serve test key, synthetic data only - [API reference](https://docs.tavrn.ai) — guides: retrieval, uploads, webhooks, errors ## Ready for real records? Book 30 minutes to cover your use case, volumes and the BAA. Production access is set up right after. [Book a demo](https://www.tavrn.ai/demo) --- title: "Integrations" description: "Request from Litify, SmartAdvocate, Clio, Smokeball, SharePoint or Dropbox and records land back in the file. Fees post to QuickBooks Online." canonical: https://www.tavrn.ai/integrations updated: 2026-10-20 --- # Records delivered into the systems your team already uses Start a request from the case or patient file. Tavrn does the requesting and the follow-up, and the records land back in the same file. No exports, no re-keying. ## What happens inside your system 1. **Import cases** — Matters import from your system, so nobody re-types client details. 2. **Create requests** — Pick the providers once, from the case. Tavrn prepares the authorization and sends every request. 3. **Records land where you keep them** — Tavrn chases every provider and keeps you posted on where each request stands. Records and bills file back into the matter or folder, the way your firm works. 4. **Costs tracked for you** — Provider and Tavrn fees post back as they happen. Nothing to re-key. ## Case management - Litify - SmartAdvocate - Clio - Smokeball ## Document storage - SharePoint - Dropbox ## Accounting - QuickBooks Online ## Everything else - API & webhooks ## Not on the list? It still connects Tavrn connects to any system your team runs on and sends an update the moment a request changes. Your developers get plain documentation and a sandbox to try it in. - Works with any other system - Bring over open requests in bulk - Sign in with your work accounts ## See it inside your own system Tell us what your team works in. We’ll walk through a request going out and the records landing back in it, live. [Book a demo](https://www.tavrn.ai/demo) --- title: "Security at Tavrn" description: "Protected health information, handled under HIPAA and audited for SOC 2." canonical: https://www.tavrn.ai/security updated: 2026-10-20 --- # Security at Tavrn Protected health information, handled under HIPAA and audited for SOC 2. [Visit our Trust Center](https://app.vanta.com/tavrn/trust/0tb5amch52699x97ykvhnb) ## Security by design ### Built for protected health information Tavrn handles protected health information under HIPAA. A Business Associate Agreement is available on request and is reviewed with your team as part of the security review. ### Encrypted at rest and in transit Records are encrypted at rest and in transit. They reach your team in the Tavrn app, over SFTP or through the API, whichever you choose. ### Access through your accounts Your team signs in to Tavrn with Microsoft or Google single sign-on, so access follows your organization’s own accounts. ### Every step on the record Every call, fax, email, mail and portal attempt Tavrn makes on a request is logged with its date, purpose and outcome. Ask for the Outreach Activity Report when you need the full history of a request. ### Independently verified Third-party auditors assess Tavrn’s controls. Our SOC 2 Type 1 and Type 2 reports and HIPAA attestation are on our Trust Center, shared once your access request is approved. ## What to know before you integrate The short version for engineering and security reviews. The full documents are on the Trust Center. ### HIPAA and a BAA Production API traffic carries protected health information under HIPAA. A Business Associate Agreement is available on request and is signed before a live API key is issued. ### Data residency: AWS us-east-1 The Enterprise API and the records it retrieves run in AWS us-east-1 (N. Virginia), encrypted at rest and in transit. [API reference](https://docs.tavrn.ai/api-reference/v2) ### Subprocessors The current list of subprocessors is available on request as part of the security review, alongside the SOC 2 reports and HIPAA attestation. ### Sandbox is synthetic-only sandbox.tavrn.ai runs in a separate AWS account with fictional facilities and patients. It never holds PHI, so you can integrate and run tests before any agreement is in place. [Get a sandbox key](https://sandbox.tavrn.ai) ## Compliance and documents Reports, attestations and policies are shared through our Trust Center on request. - **HIPAA compliance** - **SOC 2 Type 1 and Type 2** - **BAA** - **Security policies** [Visit our Trust Center](https://app.vanta.com/tavrn/trust/0tb5amch52699x97ykvhnb) ## FAQ ## Do you sign a BAA? A BAA is available on request. Ask during your demo and it is reviewed with your team as part of the security review. ## Can we see your SOC 2 report? The SOC 2 Type 1 and Type 2 reports, HIPAA attestation and security policies are on the trust center. Request access there; documents are shared once the request is approved. ## What does the audit trail record? Every call, fax, email, mail and portal attempt Tavrn makes on a request, with its date, purpose and outcome. Ask about the Outreach Activity Report if you need it per request. ## Request a demo Tell us about your organization and we will walk through the platform and your security review. [Request a demo](https://www.tavrn.ai/demo) --- title: "Frequently asked questions" description: "Straight answers on what Tavrn retrieves, where it reaches, and how it fits the way your team already works." canonical: https://www.tavrn.ai/faq updated: 2026-10-20 --- # Frequently asked questions Straight answers on what Tavrn retrieves, where it reaches, and how it fits the way your team already works. ## What types of records can Tavrn retrieve? Medical records, billing records, radiology images, accident reports and insurance coverage from any US provider — plus medical chronologies and demand letters built from the record. ## Which providers can Tavrn reach? Around 425,000 provider organizations across all 50 states and DC: the health-data networks plus the long tail that only answers fax, portal, mail, email or phone. ## How long does retrieval take? Requests go to the provider the same day. Every open request is followed up automatically every 48 hours, and you see per-provider status and provider-stated dates live. ## Does Tavrn replace our existing system? No. Start requests from Litify, SmartAdvocate, Clio, Smokeball, SharePoint or Dropbox and records land back where you work; anything else connects over the API and webhooks. ## How long does it take to get started? Requests can start the day your team gets access to the Tavrn app. Litify, SmartAdvocate, Clio, Smokeball, SharePoint and Dropbox connect during onboarding without engineering work on your side; API keys are issued in the Tavrn dashboard after a 30-minute call. ## Who uses Tavrn? Teams that need outside medical records to do their work: health systems and clinics, clinical research sites, healthcare startups, insurers, and law firms. ## What do we need to start a request? A signed patient authorization and what you know about the provider: name, location, and the dates of service if you have them. Tavrn resolves the custodian and the provider’s own forms from there. ## How is patient data protected? Tavrn handles protected health information under HIPAA; a BAA is available on request. Records are encrypted at rest and in transit, sign-in is single sign-on with Microsoft or Google, and every outreach attempt on a request is logged. See the trust center for details. ## Ask anything Book a demo and bring your hardest provider — we’ll walk through it live. [Book a demo](https://www.tavrn.ai/demo) --- title: "Customer stories" description: "Case studies from law firms that use Tavrn to retrieve medical records, build medical chronologies and get demands out faster." canonical: https://www.tavrn.ai/customer-stories updated: 2026-10-20 --- # Customer stories How law firms use Tavrn to retrieve medical records, build chronologies and move cases faster. ## [How Landver Law Personal Injury Attorneys increased demand output 6x with Tavrn](https://www.tavrn.ai/customer-stories/landver) Landver Law Personal Injury Attorneys · **6x** Increase in demands sent Landver Law Personal Injury Attorneys was struggling with slow, expensive medical record retrieval that delayed demands, settlements, and client payouts. ## [How Martay Law Office increased case filings by 65% with Tavrn](https://www.tavrn.ai/customer-stories/martay) Martay Law Office · **65%** Increase in case filings, year-over-year By automating medical chronologies and record review, Martay Law Office removed a critical operational bottleneck after a clerk responsible for medical summaries departed the firm. ## [The Levensten Law Firm Accelerates Discovery and Multiplies Case Capacity with Tavrn](https://www.tavrn.ai/customer-stories/levensten) The Levensten Law Firm · **75%** Rapid Turnaround By exporting Tavrn chronologies directly into Westlaw Co-Counsel, Scott can draft complaints and address complex medical issues simultaneously. This workflow enables a boutique firm to execute the workload of a full legal team in a fraction of the time. ## [How Desert Injury Law is building a scalable multi-state PI operation with Tavrn](https://www.tavrn.ai/customer-stories/desert-injury) Desert Injury Law Desert Injury Law launched with aggressive growth plans across multiple states and needed scalable operational infrastructure from day one. ## [Bigos Law Accelerates Productivity and Closing Cases 10x with Tavrn](https://www.tavrn.ai/customer-stories/bigos) Bigos Law · **10x** Cases closed Tavrn eliminates hours of manual work in every case. What used to take days and weeks of effort is now completed in minutes and hours – freeing Bigos Law to focus on client relationships and creative strategy. ## [How Paul LLP streamlined record retrieval with Tavrn](https://www.tavrn.ai/customer-stories/paul) Paul LLP The impact was immediate. What previously required multiple full days of paralegal time has been reduced to approximately one to two hours per week, depending on the number of plaintiffs involved. Key results include: ## See what Tavrn returns for your team [Book a demo](https://www.tavrn.ai/demo) --- title: "How Landver Law Personal Injury Attorneys increased demand output 6x with Tavrn" description: "Landver Law Personal Injury Attorneys reported a 6x increase in demand output, while many minimum-policy cases now settle in 2–3 months." canonical: https://www.tavrn.ai/customer-stories/landver updated: 2026-10-20 --- # How Landver Law Personal Injury Attorneys increased demand output 6x with Tavrn Landver Law Personal Injury Attorneys was struggling with slow, expensive medical record retrieval that delayed demands, settlements, and client payouts. - **Practice area:** Personal injury - **Products used:** Medical record retrieval ## Impact Landver Law Personal Injury Attorneys reported a 6x increase in demand output after implementing Tavrn. - **6x** — Increase in demands sent - **Faster settlements** — With faster access to records and bills, many minimum-policy cases now settle in just 2–3 months. - **Lower client costs** — By reducing retrieval expenses, clients retain more of their settlement proceeds. - **Increased operational efficiency** — Before Tavrn, staff spent hours: • Following up on records • Troubleshooting retrieval issues • Managing vendor communication Tavrn eliminated a major operational bottleneck and accelerated case throughput across the firm. ## The Challenge Landver Law Personal Injury Attorneys was struggling with slow, expensive medical record retrieval that delayed demands, settlements, and client payouts. Before Tavrn, the firm used multiple retrieval vendors that required constant follow-up, poor communication management, and high retrieval costs. In many cases, staff had to manually chase providers and vendors to identify missing information or stalled requests. The issue became even more costly because the firm routinely retrieves records from: • Multiple hospitals and physicians • Prior providers • Historical treatment records for exacerbation claims These delays slowed down the entire case lifecycle and negatively impacted both firm efficiency and client experience. ## The Solution Landver Law Personal Injury Attorneys implemented Tavrn Medical Record Retrieval to streamline retrieval workflows and accelerate case movement. With Tavrn, the firm gained: • Faster retrieval turnaround times • Lower retrieval costs • Improved communication and visibility • Reduced administrative burden • Faster demand preparation According to Alina Landver, Esq., MBA, Tavrn’s pricing was approximately 70% lower than the firm’s previous retrieval vendor. Meet our Client at www.LandverPersonalInjury.com ## Why Tavrn - **70% Lower Retrieval Costs** — Compared to the firm's previous vendor - **Faster Client Payouts** — Cases settle faster when records arrive faster. - **6x Faster Demand Output** — Enabled significantly faster case movement. - **Better Client Experience** — Clients receive quicker resolutions with lower case expenses. ## The Result > “If I’m getting six times the amount of demands out, that means I have the records. That means cases are moving.” > "Tavrn has completely changed the speed at which we can move cases. We’re getting demands out 6x faster because we’re no longer stuck waiting on records. Faster records mean faster settlements, happier clients, and better outcomes for everyone involved." > > — Alina Landver, Esq., MBA, Managing Partner, Landver Law Personal Injury Attorneys ## See what Tavrn returns for your team [Book a demo](https://www.tavrn.ai/demo) --- title: "How Martay Law Office increased case filings by 65% with Tavrn" description: "Martay automated medical chronologies and record review, removing a critical bottleneck after the clerk who handled medical summaries left the firm." canonical: https://www.tavrn.ai/customer-stories/martay updated: 2026-10-20 --- # How Martay Law Office increased case filings by 65% with Tavrn By automating medical chronologies and record review, Martay Law Office removed a critical operational bottleneck after a clerk responsible for medical summaries departed the firm. - **Location:** Illinois - **Practice area:** Workers' compensation - **Products used:** Medical record retrieval, Medical chronologies ## Impact By automating medical chronologies and record review, Martay Law Office removed a critical operational bottleneck after a clerk responsible for medical summaries departed the firm. - **65%** — Increase in case filings, year-over-year - **22K+ pages** — Thousands of pages processed in minutes, including records exceeding 22,000 pages - **Weeks to min** — Weeks of manual work reduced to minutes through AI-powered summarization and querying - **No backfill** — Eliminated the need to backfill a full-time clerk and paralegal workflow for medical record review - **+ Cases** — Enabled attorneys to personally handle significantly more cases without increasing headcount - **Faster insights** — Accelerated identification of key medical facts, including initial history, causation statements, and MMI dates ## The Challenge Martay Law Office, a high-volume workers' compensation firm in Illinois, faced a significant operational hurdle when a clerk of 12 years — who was responsible for medical chronologies — departed the firm. The firm’s existing workflow required a dedicated person for record retrieval and a full-time paralegal to manually tag history, objective findings, and surgical reports. Without this resource, the firm needed a solution that could handle massive volumes of medical records — sometimes exceeding 22,000 pages — without sacrificing accuracy or incurring the high costs of alternative legal AI platforms. ## The Solution The firm adopted Tavrn to automate their medical chronology and case review process. By leveraging Tavrn, Martay Law Office can now upload thousands of pages and receive intelligent, relevant summaries in minutes. Tavrn allows the firm to quickly identify initial history, causation statements, and MMI dates. Additionally, the platform’s interactive AI enables attorneys to ask complex questions directly to the medical records, receiving precise answers that could have previously taken a human clerk a week or more to process. ## Why Tavrn Martay Law Office chose Tavrn over general AI tools like ChatGPT and other legal platforms for several key reasons: - **Security & Compliance** — Tavrn provides a secure, HIPAA-compliant environment essential for sensitive medical data. - **Speed & Accuracy** — The platform’s ability to summarize hundreds of pages quickly allowed the firm to move more cases forward faster. - **Cost-Effectiveness** — Tavrn provides transparent and simple pricing that is the most cost-effective in the market. ## The Result Higher attorney throughput, faster case movement, and sustained growth without the cost or risk of additional staffing. > "The record retrieval and summarization of a couple hundred pages of medical records was unbelievable and crazy fast. Since implementing Tavrn, my filings are up almost 65% year-over-year because I can personally handle way more cases." > > — David Martay – Martay Law Office ## See what Tavrn returns for your team [Book a demo](https://www.tavrn.ai/demo) --- title: "The Levensten Law Firm Accelerates Discovery and Multiplies Case Capacity with Tavrn" description: "Exporting Tavrn chronologies into Westlaw Co-Counsel lets Scott draft complaints while addressing complex medical issues." canonical: https://www.tavrn.ai/customer-stories/levensten updated: 2026-10-20 --- # The Levensten Law Firm Accelerates Discovery and Multiplies Case Capacity with Tavrn By exporting Tavrn chronologies directly into Westlaw Co-Counsel, Scott can draft complaints and address complex medical issues simultaneously. This workflow enables a boutique firm to execute the workload of a full legal team in a fraction of the time. - **Practice area:** Individual litigation and mass torts - **Products used:** Medical record retrieval, Medical chronologies, SmartAdvocate integration ## Impact By exporting Tavrn chronologies directly into Westlaw Co-Counsel, Scott can draft complaints and address complex medical issues simultaneously. This workflow enables a boutique firm to execute the workload of a full legal team in a fraction of the time. - **Expanded Case Capacity** — Streamlining discovery prep allows the firm to comfortably take on more complex individual cases as well as major mass tort litigations without inflating overhead or staff costs. - **75%** — Rapid Turnaround Three-quarters of all record retrieval requests see fast turnaround times, accelerating the entire pre-litigation timeline. ## The Challenge Before adopting Tavrn, Scott Levensten-founder of The Levensten Law Firm—faced common operational challenges during trial preparation: - **Incomplete Medical Records** — Difficulty obtaining full record sets as trial dates approached. - **Manual Burden** — Labor-intensive processes for analyzing and synthesizing complex medical files. - **Discovery Bottlenecks** — Managing individual litigation alongside large-scale mass tort matters required a significant operational lift. ## The Solution The Levensten Law Firm adopted Tavrn AI Medical Record Retrieval & Chronologies to streamline both individual trial prep and mass tort discovery. - **Automated Medical Retrieval** — Seamless record ordering with direct platform control. - **AI-Powered Chronologies** — Rapid generation of structured medical timelines. - **Targeted Mass Tort Searches** — Targeted retrieval for specific proof of usage or injury in litigation such as Depo-Provera, avoiding unnecessary document bloat. - **SmartAdvocate Integration** — Direct compatibility with their case management system. ## Why Tavrn - **Superior Process Control** — Full visibility and adherence to specific billing guidelines. - **Workflow Synergy** — Seamlessly connects record retrieval to AI analysis tools. - **Unmatched Responsiveness** — Faster turnaround and customer responsiveness compared to traditional vendors. ## The Result > "Before Tavrn, obtaining complete medical records and manually analyzing files created significant challenges before and during litigation." > "If you are relying on manual retrieval or traditional paralegal workflows, adopting Tavrn gives you superior control, better billing compliance, and faster responsiveness than any other retrieval service." > > — Scott Levensten, Esq., Founder of The Levensten Law Firm ## See what Tavrn returns for your team [Book a demo](https://www.tavrn.ai/demo) --- title: "How Desert Injury Law is building a scalable multi-state PI operation with Tavrn" description: "Tavrn helps ensure records are retrieved quickly so demand and settlements are not delayed by administrative bottlenecks." canonical: https://www.tavrn.ai/customer-stories/desert-injury updated: 2026-10-20 --- # How Desert Injury Law is building a scalable multi-state PI operation with Tavrn Desert Injury Law launched with aggressive growth plans across multiple states and needed scalable operational infrastructure from day one. - **Location:** Nevada and Arizona - **Practice area:** Personal injury - **Products used:** Medical record retrieval ## Impact Desert Injury Law uses Tavrn to retrieve records quickly, so demands and settlements are not held up by administrative bottlenecks as the firm expands into Nevada and Arizona. - **Faster case movement** — Tavrn helps ensure records are retrieved quickly so demand and settlements are not delayed by administrative bottlenecks - **Lower operational costs** — Reduced retrieval costs help preserve profitability while improving client recovery outcomes. - **Scalable operations** — As Desert Injury Law expands into Nevada and Arizona, Tavrn provides a repeatable workflow that supports multi-state growth. - **Better client experience** — Faster retrieval enables: • Faster settlements • Faster payouts • Improved communication • Reduced client frustration ## The Challenge Desert Injury Law launched with aggressive growth plans across multiple states and needed scalable operational infrastructure from day one. The leadership team identified medical record retrieval as one of the most critical workflows to solve early because delays in records create: • Delayed demands • Slower settlements • Administrative bottlenecks • Poor client experience The firm wanted to avoid the slow turnaround times, fragmented communication, and high costs commonly associated with legacy retrieval vendors. ## The Solution Desert Injury Law selected Tavrn Medical Record Retrieval to support scalable growth across offices and jurisdictions. Tavrn enabled the firm to: • Centralize record retrieval • Reduce operational friction • Accelerate case movement • Support high-volume intake growth • Maintain lower retrieval costs Meet our Client at www.DesertInjuryLaw.com ## Why Tavrn - **Built for Scale** — Supports expanding PI operations without adding complexity. - **Lower Retrieval Costs** — Reduces operational expenses tied to records management. - **Faster Retrieval Turnaround** — Accelerates settlement timelines and demand preparation. - **Operational Efficiency** — Eliminates manual follow-up and fragmented workflows. > "As we scale Desert Injury Law into new markets, operational efficiency is critical. 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." > > — Kurt Hoffman, COO, Desert Injury Law. ## See what Tavrn returns for your team [Book a demo](https://www.tavrn.ai/demo) --- title: "Bigos Law Accelerates Productivity and Closing Cases 10x with Tavrn" description: "Hours of manual work that took days or weeks now take minutes or hours, freeing Bigos Law to focus on client relationships and creative strategy." canonical: https://www.tavrn.ai/customer-stories/bigos updated: 2026-10-20 --- # Bigos Law Accelerates Productivity and Closing Cases 10x with Tavrn Tavrn eliminates hours of manual work in every case. What used to take days and weeks of effort is now completed in minutes and hours – freeing Bigos Law to focus on client relationships and creative strategy. - **Products used:** Medical record retrieval, Medical chronologies, Demand letters ## Impact Tavrn eliminates hours of manual work in every case. What used to take days and weeks of effort is now completed in minutes and hours – freeing Bigos Law to focus on client relationships and creative strategy. - **10x** — Cases closed - **Faster, More Effective Negotiations** — With complete, well-organized case data at their fingertips, Bigos Law enters negotiations fully prepared. In one recent case involving three minors: • Negotiations concluded in just one week • Reduced typical timelines of up to six months - **Faster Settlements and Payments** — Speed in preparation translates directly to speed in outcomes. Bigos Law now: • Moves cases faster • Gets quicker settlements • Money to clients sooner In the example above, the firm expects a check 30-90 days faster than before. - **Scalable Growth Without Added Overhead** — Tavrn acts as force multiplier for the firm. By automating core workflows, Bigos Law can: • Handle higher volume • Improve quality and consistency • Grow business without increasing headcount ## The Challenge Before adopting Tavrn, Mike Bigos — founder of Bigos Law — experienced firsthand how time-consuming and fragmented case preparation can be. • Manual medical record retrieval • Disjointed chronologies • Slow, inconsistent demand letter preparation Bigos Law recognized a critical goal at launch: workflow friction must be eliminated If he wanted to build a high-volume, high-performing practice, he could not afford operational bottlenecks ## The Solution Bigos Law implemented Tavrn's full platform. From day one, Tavrn streamlined the entire case preparation workflow into a single, cohesive system. ## Why Tavrn - **Medical Record Retrieval** — Medicals retrieved automatically and efficiently. - **Medical Chronologies** — Chronologies generated quickly and consistently. - **Demand Letter Builder** — Demand letters built with complete, structured data, and firm preferences. ## The Result For Bigos Law, Tavrn is not just a productivity tool – it's a growth engine. By removing bottlenecks in case preparation and accelerating time to resolution, Tavrn enables the firm to operate faster, serve clients better and scale with confidence. > "If you’re handling more than 30 cases, you can’t afford to not invest in AI workflow efficiency." > > — Mike Bigos, Founder of Bigos Law ## See what Tavrn returns for your team [Book a demo](https://www.tavrn.ai/demo) --- title: "How Paul LLP streamlined record retrieval with Tavrn" description: "The impact was immediate: multiple full days of paralegal time are now about one to two hours per week, depending on the number of plaintiffs involved." canonical: https://www.tavrn.ai/customer-stories/paul updated: 2026-10-20 --- # How Paul LLP streamlined record retrieval with Tavrn The impact was immediate. What previously required multiple full days of paralegal time has been reduced to approximately one to two hours per week, depending on the number of plaintiffs involved. Key results include: - **Location:** Kansas City - **Practice area:** Complex litigation and mass torts - **Products used:** Medical record retrieval ## Impact The impact was immediate. What previously required multiple full days of paralegal time has been reduced to approximately one to two hours per week, depending on the number of plaintiffs involved. Key results include: • A dramatic reduction in time spent on medical record requests • Faster retrieval across large, multi-facility cases • Significant relief from administrative burden for paralegals • More time allocated to higher-value, case-specific work ## About the company Paul LLP is a Kansas City–based law firm specializing in complex litigation, including class actions, mass torts, toxic torts, antitrust, and product liability cases. These matters often involve large plaintiff groups and medical records sourced from hundreds of facilities, making speed, accuracy, and compliance essential. ## The Challenge Before adopting Tavrn, medical record retrieval was one of the most time-consuming operational bottlenecks at Paul LLP. Paralegals were responsible for preparing and submitting medical record requests, identifying the correct facilities and departments, following up on missing or incorrect information, and restarting requests when details were incomplete or inaccurate. On product liability and toxic tort cases, this work often required full eight-hour days, sometimes multiple days in a row, just to get initial record requests out. On large matters involving thousands of plaintiffs, even small inefficiencies compounded quickly. The process was manual, repetitive, and frustrating, pulling experienced paralegals away from higher-value legal work. At the same time, Paul LLP is cautious about adopting new technology—particularly AI, due to ethical obligations and data privacy requirements. Any solution needed to be HIPAA-compliant, secure, and purpose-built for legal workflows, not a general automation tool. ## The Solution Paul LLP adopted Tavrn to centralize and streamline medical record retrieval while maintaining strict compliance and oversight. With Tavrn, the firm can: • Initiate medical record requests through a HIPAA-compliant workflow • Eliminate manual facility research and repeated follow-ups • Track record requests without relying on spreadsheets, emails, or phone calls ## Why Tavrn Paul LLP chose Tavrn over general AI tools and traditional record retrieval vendors for several reasons: - **Security & Compliance** — HIPAA-compliant workflows designed specifically for legal and medical data - **Speed & Reliability** — Faster record retrieval than internal manual processes - **Operational Leverage** — Reduces low-value administrative work without adding headcount - **Built for Complex Litigation** — One of the few platforms capable of supporting large-scale, specialized litigation workflows. > "We love Tavrn. It’s saved our team an incredible amount of time and taken one of the most tedious, frustrating parts of our workflow off our plate. For firms that need to request records at scale, it’s a game changer." > > — Michaela Cussen, Director of Operations, Paul LLP ## See what Tavrn returns for your team [Book a demo](https://www.tavrn.ai/demo) --- title: "Careers" description: "Tavrn retrieves medical records from any provider in the United States for the law firms, health systems, research sites and health-tech companies that depend on them, then turns the records into the work product they need. We are a small team in San Francisco, working in person." canonical: https://www.tavrn.ai/careers updated: 2026-10-20 --- # Rebuilding how medical records move. Tavrn retrieves medical records from any provider in the United States for the law firms, health systems, research sites and health-tech companies that depend on them, then turns the records into the work product they need. We are a small team in San Francisco, working in person. ## What we do A medical record is the starting point for a legal case, a clinical decision, a research enrollment and an underwriting file. Getting it has meant fax machines, phone queues and weeks of waiting. Tavrn does the retrieval end to end, from any US provider, and delivers the record as the work product each customer needs. - **500+** organizations, from solo practices to national systems - **425,000** provider organizations reachable, all 50 states and DC - **100%** of providers chased until the record is in ## How we work Six commitments we hold each other to. They decide who we hire and how we make calls when the answer is not obvious. - 01 **Customers first** — Firms and health systems trust us with protected health information and with deadlines that decide cases and care. Every decision starts with what gets the right record to them sooner. - 02 **Ownership** — Nobody waits for permission. You see the problem, you own the fix, and you change the system so it does not come back. - 03 **High standards** — A chronology with one wrong date is a wrong chronology. We care about precision, craft, and getting measurably better every week. - 04 **Direct** — Clear, honest feedback, given early and in person. Low politics and low egos; strong opinions, held loosely. - 05 **Momentum** — We move quickly, not recklessly. Ship, measure, correct. The best idea wins regardless of title. - 06 **In the room** — We work from one office in San Francisco. Engineers sit with customers, sales works with marketing, operations is in the field. Problems get solved at the whiteboard. ## What we offer Pay and equity are stated on every posting, so you know where you stand before the first call. ### Pay and equity - Salary range published on every posting - Equity on the roles that carry it, stated in the posting - Commission plans stated on sales postings ### Health - Medical insurance - Dental insurance - Vision insurance ### Office and team - Daily catered lunch in the San Francisco office - Team offsites - Team events through the year: Giants games, padel, Napa, dinners Benefits apply to full-time roles. The specifics for each role are in its posting. ## What to expect Four conversations, in this order. Ask us anything at any of them. - 1. **Intro call** — Thirty minutes with the hiring manager about the role, the team, and what you want next. - 2. **Working session** — A practical exercise close to the actual job: a problem we are solving, not a puzzle. - 3. **Meet the team** — Conversations with the people you would work with, including a founder. - 4. **Offer** — A written offer with the range from the posting, and time to think it over. Tavrn is an equal opportunity employer. If you need an accommodation at any point in the process, tell us in your application and we will arrange it. ## Open roles Roles are based in San Francisco unless noted, and each shows the pay range from its posting. Links open the posting on our Ashby job board. ### Customer Success - [Customer Success Manager](https://jobs.ashbyhq.com/tavrn/01de86d9-fc07-4b16-8727-87dbd6e866ed) — San Francisco · Full-time - [Senior Customer Success Manager](https://jobs.ashbyhq.com/tavrn/979f22a6-484f-4b60-b3c6-60cf6ccddb4b) — San Francisco · Full-time ### Engineering - [AI Product Engineer](https://jobs.ashbyhq.com/tavrn/3e6f9ca3-455b-4ca7-a9b3-b7695aac38f0) — San Francisco · Full-time ### Operations - [Strategic Partnerships Lead](https://jobs.ashbyhq.com/tavrn/6bac1f6c-9cc9-472f-a0a0-31cc9394105f) — San Francisco · Full-time ### Sales - [Enterprise Account Executive](https://jobs.ashbyhq.com/tavrn/43ae8ee8-b835-4667-91b8-cd61b604a8c6) — San Francisco · Full-time - [Sales Development Representative](https://jobs.ashbyhq.com/tavrn/e74d9340-01f2-4c57-a2d9-268edcd3a745) — San Francisco · Full-time Don't see the right role? Send a general application through the job board. [Apply on Ashby](https://jobs.ashbyhq.com/tavrn). ## Work that hundreds of organizations depend on every day. If you want to build the system medical records move on, with a small team that works in person, we would like to meet you. [View the job board](https://jobs.ashbyhq.com/tavrn) --- title: "About Tavrn" description: "Tavrn retrieves medical records from any US provider for 500+ law firms, health systems and health-tech companies. A team in San Francisco." canonical: https://www.tavrn.ai/about updated: 2026-10-20 --- # One authorization in. The complete record out. Tavrn retrieves medical records from any provider in the United States for the law firms, health systems, research sites and health-tech companies that depend on them, then turns the records into the work product they need. We are a small team in San Francisco, working in person. - **500+** organizations, from solo practices to national systems - **425,000** provider organizations reachable, all 50 states and DC - **100%** of providers chased until the record is in ## A single process for medical record retrieval One signed HIPAA authorization covers every provider on the request. Tavrn prepares each release, works the provider by fax, portal, mail, email or phone, follows up every 48 hours and checks every file against the request. - 1. **Request** — A new request starts in the Tavrn platform, from Clio, SharePoint, Smokeball, Litify, SmartAdvocate, Dropbox, or from the API. - 2. **Track** — 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. - 3. **Deliver** — A folder of checked documents filed by provider and date of service, with record type, page count and file type for each file. ## Four kinds of organization, one retrieval process - [Law firms](https://www.tavrn.ai/solutions/law-firms): Medical record retrieval for law firms: records and bills from every provider, followed up until they arrive and filed into your case management system. - [Hospitals & clinics](https://www.tavrn.ai/solutions/hospitals-clinics): Medical record retrieval for hospitals and clinics: outside notes, DICOM, pathology slides and legacy charts from every US provider, on one authorization. - [Health tech](https://www.tavrn.ai/solutions/health-tech): Medical record retrieval API for health tech: imaging, pathology and charts from each provider on one authorization; a webhook on every status change. - [AI companies & agents](https://www.tavrn.ai/solutions/agents): Medical record retrieval API for any US provider: one signed authorization, a webhook on every status change, structured documents. Agents: tavrn.ai/agents.md ## What customers measured Trusted by 500+ organizations > 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 Operations, Trust 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 Attorney, Kellum Law Firm [Read the customer stories](https://www.tavrn.ai/customer-stories) ## Controls for sensitive medical records Protected health information, handled under HIPAA and audited for SOC 2. - [HIPAA compliance](https://www.tavrn.ai/security) - [SOC 2](https://www.tavrn.ai/security) - [BAA](https://www.tavrn.ai/security) - [SSO](https://www.tavrn.ai/security) - [Audit trail](https://www.tavrn.ai/security) ## See the platform on your own records Thirty minutes with the team: how a request moves from authorization to delivered record, and what it looks like in the systems you already use. [Book a demo](https://www.tavrn.ai/demo) [Work at Tavrn](https://www.tavrn.ai/careers) --- title: "Contact Tavrn" description: "Book a demo with the Tavrn team, reach support for the platform, or start a security review. One address for everything else: contact@tavrn.ai." canonical: https://www.tavrn.ai/contact updated: 2026-10-20 --- # Talk to Tavrn Pick the channel that fits. Sales calls are booked from the demo form; everything else reaches the team at one address. ## Sales Thirty minutes with the team on your records, your systems and your volume. The form shows live calendar slots. - [Book a demo](https://www.tavrn.ai/demo) - [contact@tavrn.ai](mailto:contact@tavrn.ai) ## Customers Existing customers manage requests in the Tavrn platform; for anything the platform does not answer, email the team. - [Log in to the platform](https://platform.tavrn.ai) - [contact@tavrn.ai](mailto:contact@tavrn.ai) ## Security review HIPAA, SOC 2 Type 1 and Type 2, the BAA and the security policies are shared through the trust center on request. Vulnerability reports follow our security.txt. - [Security at Tavrn](https://www.tavrn.ai/security) - [security.txt](https://www.tavrn.ai/.well-known/security.txt) ## Developers The API reference and a self-serve sandbox key with synthetic data. Production access is set up after the demo call. - [API reference](https://docs.tavrn.ai) - [Get a sandbox key](https://sandbox.tavrn.ai) ## Careers Open roles, in person in San Francisco, with the pay range on every posting. - [See open roles](https://www.tavrn.ai/careers) ## Everything else Press, partnerships and anything that does not fit above. - [contact@tavrn.ai](mailto:contact@tavrn.ai) - [LinkedIn](https://www.linkedin.com/company/tavrnla) Tavrn AI (Tavern, Inc.) · San Francisco, CA