Job Description
Role Description
We are looking for an experienced Legal / Medical Records Retrieval Specialist to join a growing, fully remote team focused on end-to-end medical-records retrieval for lawyers and specialty healthcare providers.
As a Legal Records Specialist, you will work directly with healthcare providers and internal tools to ensure records are obtained accurately, quickly, and compliantly. This is a high-impact role where you will combine process discipline with problem-solving creativity and help shape the playbooks and automation features used across the team.
- 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.
- Identify workflow improvements and collaborate with engineering and product teams to help automate repetitive steps.
- Share learnings with teammates, standardize best practices, and raise quality standards.
- What Success Looks Like
- Noticeable reduction in average days-to-receipt across assigned providers.
- Documented playbooks for facilities that are shared and reused by teammates.
- Consistent delivery of complete, compliant record sets — no follow-up rework required.
- Ongoing contributions to process and product improvements.
- Qualifications
- Significant prior experience in legal record retrieval, with a deep understanding of the retrieval process, providers, and records.
- Strong work ethic and ownership mindset — pride in doing things 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 errors.
- Tech-savvy — quick to learn new tools and workflows.
- Team player who cares about improving processes, not just checking boxes.
Company Description
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