The Medical Record Retrieval Playbook for PI and Mass Tort Firms

How plaintiff firms get complete medical records without spending the week chasing them: the request, the follow-up, the cost, and how to score a vendor. Free, 16 pages, sent to your inbox.

Cover of The Medical Record Retrieval Playbook for PI and Mass Tort Firms, a LlamaLab playbook

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What's inside

Ten short chapters that cover the whole job, from the first request to the settlement statement. It ends with a vendor scoring worksheet and a one-page checklist you can print.

  1. 1Where the hours goWhy one request turns into weeks of follow-up
  2. 2Software, service, or systemThree ways to get records, and who does the chasing in each
  3. 3Getting the request rightHIPAA authorization or subpoena, and what gets requests rejected
  4. 4Finding every providerThe treatment clients forget, and where to find it
  5. 5Follow-up and escalationState deadlines and what to send on day 15, 30, and 31
  6. 6Costs and recoverabilityOverhead vs. case disbursement, and what providers can charge
  7. 7Mass tort intake at volumeA retrieval workflow that holds up at docket scale
  8. 8Scoring a retrieval vendorA five-criteria worksheet for your next vendor call
  9. 9The retrieval checklistOne printable page for the records desk
  10. 10About LlamaLabHow a retrieval system runs a case

Who it's for

Plaintiff personal injury and mass tort firms that request records from many providers per case and want their staff working the case instead of chasing it. It is practical and educational, and it cites its sources.

PDF, US Letter, 2026 edition

Partners and firm owners
Deciding how the firm should get records, what it should cost, and what comes back at settlement.
Operations leads and records teams
Sending requests, tracking every provider, and answering the status calls in between.
Mass tort teams
Setting up intake and retrieval for dockets where manual follow-up stops working.