RecordsFlow replaces faxes, mailed authorizations, and follow-up calls with a single automated workflow connected to 104,000+ clinical endpoints.
Send your client a two-minute invitation. No printing, no wet signature, no trip to the office.
Your client authenticates with CLEAR and approves the release. Identity proven, not assumed.
The request routes over TEFCA-aligned connections straight to the custodian of record.
Records land in the platform ready to view, print, or export — every action on the audit trail.
Every request follows proper authorization and chain-of-custody handling, so retrieved records are litigation-ready.
No faxes or courier requests — records come straight from the provider's EHR through interoperability networks.
Know exactly where every request stands — ready to request, request submitted, or delivered — without calling to check.
Designed around how paralegals and case managers actually work — bulk requests, single or multiple staff permissions, and shared visibility.
Export organized records into the systems your firm already uses for matter and document management.
Firms move from a 30–90 day wait to records delivered in real time or near real time, on average.
“Every day a record sits with a provider is a day a case can't move. Direct-from-source retrieval turns weeks of follow-up into a single automated step.”