Orvera AI

Every custodian, client and claimant call, worked to a finish.

For record retrieval and litigation support operations, plaintiff firms running an intake desk, and mass tort campaigns holding an inventory. Orvera builds, deploys and runs the agents across voice, chat and email, plus the assist and audit layer behind your own people.

SOC 2 Type II, HIPAA Compliant, GDPR
See the retrieval workflows
Why coverage decides it

How does Orvera measure quality across record retrieval and intake conversations?

Orvera AI scores every conversation against the firm's own scorecard, human-handled and AI-handled alike, and returns exceptions with the transcript attached. A quality program on a sample estimates an exposure rate rather than clearing a conversation. A solicitation breach, an advice-boundary breach, a consent defect and a recording made without the required disclosure are each a per-conversation event with per-conversation exposure.

A quality program on a sample

A sampleof conversations reviewed
  • Cannot tell an ethics partner the conversations it missed were clean
  • Estimates your exposure rate rather than clearing a conversation
  • Supervision that cannot be evidenced is supervision you cannot claim
  • The breach you have to answer for is rarely the call it caught

Orvera

100%of conversations audited
  • Scored against the firm's own scorecard, every conversation
  • Human-handled and AI-handled conversations alike
  • Exceptions returned with the transcript attached
  • SOC 2 Type II certified, HIPAA compliant, GDPR compliant
For record retrieval and litigation support

Which medical and legal record retrieval use cases does Orvera handle?

Orvera AI handles four medical and legal record retrieval use cases: custodian first contact and the requirements interview, the status chase inside the statutory clock, authorization clarification and rejection recovery, and the custodian friction map. The chase cadence runs against every open order rather than against a coordinator's capacity, and every result is written back to the order platform.

  1. Chase cadence, open orderDate committed
    Statutory ceiling
    30 + 30 days
    Commitment
    Recorded
    Chase attemptsD7 D14 D21 D28
    Actual status establishedYes
    Written to order platformDone
    The cadence runs against every open order, not a coordinator's capacity
    01

    Status chase inside the statutory clock

    A request passes 7, 14, 21 and 28 days with no response. Orvera runs the full chase cadence against every open order, reaches the custodian, establishes actual status, records the commitment date, and writes it back to the order platform.

    • Moves turnaround days from order to delivered production
    • The cadence runs against every open order, not a coordinator's capacity
    • Gives you chase cycles per order, a metric most operations do not have
    • Moves orders per coordinator per day
  2. Custodian first contactProfile written
    Requirements interview

    Accepted form, submission route, fee, turnaround.

    Captured on the call, not reconstructed from order notes later.

    Custodian reachedLive
    Profile createdNew desk
    Works the residual the electronic network cannot reach
    02

    Custodian first contact and requirements

    A new order opens against a records desk your floor has never worked. Portals and electronic exchange reach part of the book. The rest is a phone call, and Orvera places it, runs the requirements interview, and writes the custodian profile.

    • Moves first-submission acceptance rate
    • Works the residual the network cannot reach
    • The requirements interview is run, not guessed at
    • Moves orders per coordinator per day
  3. Authorization rejectedClock restarting
    Defect
    Scope of dates
    Profile updated
    Won't recur
    Rejection receivedORD-2210
    Clarification call placedSame day
    Conforming form confirmedYes
    What conforms is established in the custodian's own words
    03

    Authorization clarification and rejection recovery

    The custodian rejects the authorization for a defect and the clock restarts. Orvera calls on the rejection, establishes precisely what conforms in that custodian's own words, and updates the profile so the same defect does not recur there.

    • Moves first-submission acceptance rate and turnaround days
    • What conforms is established in the custodian's own words
    • The profile is updated so the defect does not recur there
    • Every rejection restarts the statutory clock. This stops the restart
  4. Voice of CustomerFrom the calls
    All
    Custodians

    A maintained profile, not a coordinator's memory

    Form, route, fee, turnaround, rejection reasons, escalation contact.

    Rejection reasonsRanked
    Turnaround varianceNarrowing
    Built from the conversations themselves, not from a survey
    04

    Custodian friction map

    Which custodians reject, why, and what they actually require lives in individual coordinators' heads today. Orvera mines every custodian conversation into a maintained profile: accepted form, submission route, fee, observed turnaround, ranked rejection reasons, named escalation contact.

    • Moves turnaround variance between coordinators
    • Built from the conversations themselves, not a survey
    • Accepted form, route, fee, turnaround, rejection reasons, escalation
    • Moves retrieval completion rate
For plaintiff firms and mass tort campaigns

Which law firm intake use cases does Orvera handle?

Orvera AI handles two firm-side use cases: a live advice-boundary guardrail on the intake conversation a firm is supervised on, and the missing-information chase that recovers a claimant acquisition cost already fully spent. Orvera captures facts, applies the firm's own written criteria, screens for conflicts and books the consultation. Orvera never evaluates a matter and never answers a legal question.

  1. Agent Assist, live on intakeBoundary held
    Caller asked

    “Do you think I have a case?”

    The firm's own approved language, surfaced before the specialist answers

    Escalation cueFlagged
    Legal question answeredNever
    Intervention loggedTo the record
    Orvera captures facts and books the consultation. It never evaluates a matter.
    01

    Live advice-boundary guardrail for intake staff

    A caller asks whether they have a case. Orvera surfaces the firm's own approved language on the specialist's screen before they answer, flags the escalation cue, and logs the intervention to the record.

    • Moves advice-boundary breaches per 100 intake conversations
    • The firm's own approved language, before the specialist answers
    • The intervention is logged, so supervision can be evidenced
    • Orvera never evaluates a matter or answers a legal question
  2. Pending bucket, one criterion shortQualified
    Criteria met
    5 of 6
    After the call
    6 of 6
    Missing element namedTreatment date
    Claimant helped to locateOn the call
    Moved to retainerYes
    Every lead recovered is an acquisition cost already fully spent
    02

    Missing information chase against case criteria

    A lead clears every criterion except one and parks in the pending bucket. Orvera calls the claimant, names the single missing element, helps them locate it, completes the qualification, and moves the record to retainer.

    • Every lead recovered is an acquisition cost already fully spent
    • The single missing element is named, not the whole form again
    • Produces the criterion-level failure mix nobody currently has
    • Moves retainer execution yield
Proof

What do Orvera's legal and record retrieval calls sound like?

Orvera AI's legal and record retrieval calls are nine real recorded conversations from three operations: a plaintiff firm's intake desk, a record retrieval floor, and a mass tort campaign. Each is a custodian, client or claimant call worked to a finish on the case management and retrieval systems the operation already runs, and each one is transcribed, summarized and scored the same way.

Law firm intake

New client intake, inbound

Inbound intake on a new matter. Structured fact capture, conflict and criteria screening, and a booked attorney consultation.

Missed call recovery

The callback after an inbound call abandons. The caller initiated contact, so the return call is a response.

Consultation confirmation and rebooking

Confirming a booked attorney consultation, and rebooking on the spot where the person cannot make the time.

Record retrieval and litigation support

Custodian first contact and requirements

First call to a records custodian. What form they accept, where it goes, the fee, the turnaround.

Authorization clarification after a rejection

The custodian rejected the authorization. This is the call that establishes precisely what conforms, before the clock restarts.

Record retrieval follow-up

The chase call on an open request. Actual status, the reason for delay, and a committed date.

Mass tort and class action intake

Mass tort intake qualification

Qualifying a campaign response against the published case criteria. Product, exposure window, diagnosis, treatment dates, jurisdiction.

Missing information chase

One criterion is outstanding. This is the call that names the missing element and helps the claimant find it.

Retainer execution follow-up

The unsigned retainer call. Confirming receipt, walking the claimant to signature, and clearing the practical obstacle.

Deployment lifecycle

Orvera AI connects to the case management or order platform a retrieval or litigation support operation already runs, plus its telephony and ticketing. Orvera does the build, the deployment and the integration on that existing system. Agents reach production through a structured lifecycle aligned to real contact center environments, not a switch you flip and hope.

01

Workflow creation

Your case criteria, approved intake language, custodian profiles and past interactions are turned into structured workflows the agent follows.

02

Testing and validation

Workflows are tested across real scenarios for accuracy, escalation handling and compliance before a single live call.

03

Controlled deployment

Agents go live through a defined process, monitored and connected to your case management or order platform, telephony and ticketing.

04

Continuous improvement

Live performance feeds back into the workflows, sharpening resolution and compliance week over week.

Speed to value

How long does deployment take for a record retrieval operation?

Orvera AI lands full production deployment in 3 to 6 weeks, from the operation's own case criteria and custodian profiles to live agents. The case criteria and the firm's approved language are mapped into executable logic, then tested and validated across scenarios before go-live. Orvera does the build, the deployment and the integration on the existing system.

3-6weeks

to full production deployment.

  • Your own case criteria and approved language mapped into executable logic
  • Tested and validated across scenarios before go-live
  • Orvera does the build, the deployment and the integration on your existing system

Timelines depend on workflow complexity and enterprise requirements.

Enterprise-ready

Orvera AI captures facts, applies the firm's own written criteria, screens for conflicts and books the consultation. Orvera never evaluates a matter and never answers a legal question. Agents answer only from the firm's own approved language, every conversation is scored across every channel, and each exception is returned with the transcript behind it.

Approved-knowledge grounding

Agents answer only from the firm's own approved language and written criteria.

The advice boundary, held live

Facts, criteria, conflicts and booking. Never a matter evaluation or a legal answer.

Supervision you can evidence

Every conversation scored, with the transcript behind each exception.

Granular controls

Permissions, guardrails and policy, configured per channel and use case.

SOC 2 Type II
SOC 2 Type II
HIPAA Compliant
HIPAA Compliant
GDPR Compliant
GDPR Compliant
Orvera AI
Get started

How does a record retrieval operation get started with Orvera?

A retrieval, litigation support or intake operation starts with the queue that is costing it the most, the custodian chase, the after-hours intake or the pending bucket, and Orvera AI scopes that queue against the operation's own numbers. Full enterprise deployment lands in 3 to 6 weeks.

Ask a question