Adding Control to Record Retrieval with an End-to-End Solution for Case Management

Legal professionals shouldn’t have to chase down records to build a case.
From litigation prep to settlement strategy, medical records are often the most time-consuming and disparate part of your workflow. When requests are scattered across emails, portals, spreadsheets, and paper files, your team is stuck wasting hours tracking, downloading, uploading, and re-verifying documents—over and over again.

That’s why legal teams are turning to end-to-end, digital record retrieval management to bring order, visibility, and control back into the process.

Ontellus centralizes and automates workflows so you have visibility to every step of the medical records lifecycle—empowering legal professionals to move faster, stay compliant, and stay focused on case strategy.

Centralized Record Access – All in One Place

Everything you need—accessible anytime.
Through Ontellus’ secure online portal, professionals can request, view, download, and share records with ease. All documents are HIPAA-compliant and accessible through an intuitive dashboard.

• Request records with a few clicks
• View real-time status updates and tracking
• Organize and download records from a centralized system
• Upload, share, and disctribute documents securely, including radiology/DICOM files

Automated Workflows – Less Manual Effort

No more copy-pasting codes or chasing down documents.
Ontellus works directly with your legal or claims teams within a secure platform, allowing seamless delivery of records.

• Eliminate repetitive logins and manual data entry
• Automate secure file transfers
• Integrate with claims platforms for real-time access
• Enable Single Sign-On (SSO) for frictionless authentication

Organized, Searchable Records – Faster Reviews

Stop flipping pages. Start finding insights.
Ontellus enhances every record set with value-added services like indexing, summaries, and OCR-searchable formats—saving your team hours of review time and helping identify key facts faster.

• Record Indexing with Bates labeling and OCR
• Chronologies by date, provider, and type
• Medical and billing summaries to spotlight key data
• Hyperlinked summaries for one-click access to medical events

Secure Record Sharing – Built for Legal Workflows

Share only what you need, with complete control.
With Secure Share, your team can distribute records and DICOM images to third-party experts (like IMEs or litigation consultants) while maintaining full audit visibility and strict access controls.

• HIPAA-compliant document sharing
• Set expiration dates for time-sensitive access
• Track who viewed what—and when
• Share depositions, DICOMs, and medical documents with ease

Real-World Results: Fortune 500 Case Study

A Fortune 500 property and casualty insurance company was losing hundreds of hours per month to the manual task of uploading medical records into their legal system. Adjusters and paralegals were forced to locate files and enter verification codes one-by-one—across more than 30 offices.

Ontellus delivered a tailored sFTP integration that eliminated these steps, providing secure direct access to records inside their internal system.

The Result: Over $250,000 in annual productivity savings

Read the whole case study.

Give Your Legal Team a Competitive Edge

As a leading provider of record retrieval and legal workflow solutions, Ontellus empowers legal professionals to:

• Centralize record workflows
• Reduce manual tasks and compliance risk
• Accelerate case resolution with faster access to critical records