
Medical Record Retrieval Cost Recovery for Lawyers: Ethics and Settlement Rules
How PI and litigation firms recover medical record retrieval as a case disbursement, and why staff time and software seats do not qualify.

Enterprise Account Executive at LlamaLab
Jake Bell is an Enterprise Account Executive at LlamaLab, where he works with personal injury and mass tort firms on medical record retrieval and case qualification. He has more than a decade in legal tech sales, including roles at Filevine, NetDocuments, and Actionstep, and focuses on how firms buy, implement, and get ROI from retrieval platforms.
5 articles

How PI and litigation firms recover medical record retrieval as a case disbursement, and why staff time and software seats do not qualify.

What personal injury and mass tort firms should expect in 2026: 30 to 60 days in-house, 4 days on average with a modern retrieval service.

Personal injury cases depend on medical evidence. Records come back in 4 days on average, and 30 to 40% come back the same day, so your firm can evaluate claims faster.

Automated retrieval delivers records in 4 days on average, with 30-40% returned same day, compared to the industry's 45-day average.

How staff hours, case delays, and unrecovered disbursements impact law firm profitability, and how to structure retrieval as a recoverable case expense.