Medical Records Retrieval Lead (Legal, Experienced)

DESCRIPTION

At the company, we’re building the modern platform for end-to-end medical-records retrieval for lawyers and specialty healthcare providers.

We’re a well-funded, growing company with a multi-year runway and a clear path to category leadership. Our mission is to automate the record retrieval process so firms can serve clients faster, with less friction and zero error.

As a Legal Records Specialist, you’ll be on the front lines of our retrieval operations. This entails working directly with healthcare providers and internal tools to ensure records are obtained accurately, quickly, and compliantly.

This is a high-impact role at the center of our operations. You’ll combine process discipline with problem-solving creativity, and you’ll help shape the very playbooks and automation features we scale across the company.

WHAT YOU’LL DO

• Manage end-to-end record retrieval for assigned customers and providers.

• Build, standardize, and continuously improve playbooks for high-volume hospitals, billing groups, and provider networks.

• Ensure accuracy and compliance — clean ROIs, affidavits, billing records, and complete document sets with zero rework.

• Surface workflow improvements and partner with engineering and product to help automate repetitive steps.

• Collaborate with teammates to share learnings, standardize best practices, and raise our quality bar.

WHAT SUCCESS LOOKS LIKE

• Noticeable reduction in average days-to-receipt across your assigned providers.

• Playbooks for your facilities are documented, shared, and reused by teammates.

• Consistent delivery of complete, compliant record sets — no follow-up rework required.

• Ongoing contributions to process and product improvements.

WHAT WE’RE LOOKING FOR

• Significant prior experience in legal record retrieval. You should know the ins-and-outs of the retrieval process, providers, and records.

• A strong work ethic and ownership mindset — you take pride in getting things done right.

• Excellent communication skills — comfortable calling provider offices and following up until the job is done.

• Organized and detail-oriented — able to manage multiple requests without dropping balls.

• Tech-comfortable: quick to learn new tools and workflows.

• A team player who cares about improving the process, not just checking boxes.