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