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, Smokeball or Filevine. Built for personal injury, mass tort, medical malpractice and workers’ comp firms.
In numbers
Retrieval at a scale one firm never reaches
56,000+
Completed record requests
2–3 weeks
Most records back, request to delivery
500+
Organizations retrieving with Tavrn
Practice areas
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.
The problem
Every demand waits on the slowest provider
01Today
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
02The cost
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.
03With Tavrn
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 it works
From authorization to records in the matter
A new request starts in the Tavrn platform, from Clio, SharePoint, Smokeball, Litify, SmartAdvocate, Dropbox, or from the API. 01Request
Start a request from the matter in Litify, SmartAdvocate, Clio, Smokeball, Filevine, SharePoint, the Tavrn app or the API. Tavrn finds the right records department, attaches the client’s HIPAA authorization and sends the packet the same day.
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
Receipt is confirmed, then every open request is followed up by fax, portal or phone until the provider produces. Each contact is logged on the request and in an exportable Outreach Activity Report.
A folder of checked documents filed by provider and date of service, with record type, page count and file type for each file. 03Deliver
Records and itemized bills are checked against what was requested, the provider invoice is paid under your approval limit, and everything is filed to the matter with the fees posted as case costs.
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, Smokeball or Filevine, 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.
Features
Everything a case needs.
Integrations
Use Tavrn with your existing systems
Works with the systems your team already uses.
Clio
Dropbox
SmartAdvocate
Litify- Your custom integration
Smokeball
SharePoint
After retrieval
The same records, already working
Customers
Plaintiff firms on what changed
Owners, operations directors and paralegals at firms that moved record retrieval to Tavrn.
“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
Security
Controls for sensitive medical records
Protected health information, handled under HIPAA and audited for SOC 2.
Security detailsNext step
See your own providers in the platform
A 30-minute walkthrough on your matters, your case management system and your fee approval limit. Firms that want proof first run a pilot on live requests before signing.
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