Orvera AI Crosses 4.5 Million Annualized Custodian Outreach as Leading U.S. Record Retrieval Companies Move to AI-Run Operations

Retrieval operators on the platform report fulfillment up from 71% to 87%, turnaround down from 35 to 22 days, and 47% fewer requests canceled after suspension, with AI absorbing more than 150,000 hours of annual custodian hold time

SAN FRANCISCO, California, 08/11/2026: Orvera AI, the agentic AI platform for enterprise operations, today announced it has crossed a 4.5 million annualized run rate of custodian outreach interactions, spanning calls, faxes, emails, and portal follow-ups, executed for leading U.S. record retrieval companies.

Multiple national retrieval operators across plaintiff and defense litigation support, insurance, and provider-side clinical retrieval now run their end-to-end retrieval lifecycle on Orvera AI: intake, custodian outreach, expediting, exception handling, production coordination, QA, and operational analytics. At current volumes, the platform carries the day-to-day outreach workload of a full-scale retrieval operation, absorbing the hold time, repeated follow-ups, and system updates that otherwise consume staff capacity.

Record Retrieval is an operational system, not a calling function

Record retrieval creates revenue only when the correct record is delivered and billable; outreach activity alone does not. Every stalled or aged request becomes a cost center, consuming labor and frequently ending in cancellation or non-billable outcomes. Orvera AI is built around one operating goal: keep every request moving toward fulfillment. Its AI agents work voice-first, orchestrated across phone, fax, email, and custodian portals, and every action is synchronized back into retrieval platforms, client portals, and internal databases so the system of record is always current.

Built by Record Retrieval operators

Orvera AI's executive team brings nearly two decades of hands-on record retrieval operations experience, and the platform's models and workflows are trained on that operating history: where requests stall, why they age, what individual custodians require, and which actions reliably move cases to fulfillment.

In production, roughly 75-80% of retrieval cases move from intake to fulfillment without human intervention. AI agents handle outbound custodian calls, IVR navigation, hold management, status checks, scope clarification, persistent follow-ups, and system updates. The remaining 20-25% of cases involve custodian fee negotiations, complex authorization requirements, scope disputes, and escalations. These route to human specialists working in Orvera AI's Agent Assist, which surfaces case history, custodian context, and recommended next actions during live interactions, and automates after-call summaries and system updates.

"We didn't need another calling tool. We needed requests to stop aging," said the Chief Operating Officer of a record retrieval company operating nationwide. "Orvera reads the case, makes the follow-up, updates our systems, and pulls in a person only when judgment is actually required. Our turnaround dropped by nearly two weeks, and our team now spends its day on the cases that genuinely need them."

Full-population QA and AI-driven analytics

Orvera AI records, transcribes, and evaluates 100% of custodian interactions against each client's retrieval standards in a SOC 2 Type II certified, HIPAA-compliant environment, replacing sampling models that typically review only a small fraction of activity. Every interaction feeds a real-time analytics layer where operations teams query performance in natural language, from turnaround drivers and custodian bottlenecks to cancellation and suspension causes, through live dashboards that replace static business-intelligence reporting cycles.

"For the first time we can see every custodian interaction, not a two-percent QA sample," said the Senior Vice President of Operations at an insurance-focused record retrieval firm. "When a custodian changes a requirement, we know that day, not after thirty requests stall behind it."

Measured impact across Orvera-run retrieval operations

• Fulfillment rates, measured as completed and billable deliveries as a share of closed requests, increased from 71% to 87% over the trailing twelve months
• Average request-to-delivery turnaround reduced from 35 days to 22 days
• On-time delivery against client SLAs improved from 74% to 93%
• Requests canceled after suspension decreased by 47%
• More than 150,000 hours of annual custodian hold time absorbed entirely by AI

"Record retrieval is an operational system problem, and we built Orvera the way operators think," said Ali Merchant, Chief Executive Officer of Orvera AI. "Our executive team spent nearly two decades running day-to-day record retrieval operations, managing custodians, chasing aging requests, and handling every fee, form, and follow-up that decides whether a record gets delivered. Orvera is that experience turned into software: those years of operating insight shaped our workflows, trained our custom models, and taught the platform how retrieval actually behaves. Every request should move correctly from day one, with AI carrying the scale and people stepping in only where judgment creates value."

Because Orvera AI is already live across multiple retrieval operations, new clients start from pre-built integrations and retrieval-specific workflows. Full production deployments typically complete within 2-4 weeks, with voice AI, Agent Assist, QA, and analytics running in parallel rather than in sequence, delivered and managed as a full-service system across existing retrieval platforms and workflow tools.