RECORDS & CHRONOLOGY FOR FIRMS AND PROVIDERS

The whole records job, handled.

We chase every provider, organize the records, and write a source-cited medical chronology, so your team stops losing weeks to it.

Signed BAA before records move Every line cited to its page US-based
PHenson v. Coastal Freight
6 providers
Requested
Received
Built
4Delivered
03/14/26
ER visit, rear-end collision; lumbar & cervical strain
Gwinnett Emergency p. 12
03/21/26
Ortho eval; MRI ordered for L4–L5
Peachtree Orthopedics p. 47
04/02/26
Lumbar MRI: disc protrusion, L4–L5
Radiology Associates p. 9
0
pages turned into one cited timeline, on a recent case
0h
to deliver the chronology once records are in hand
0%
human-verified against the source pages
$0
what one botched in-house records request runs you
How it works

Two jobs, done together, off your desk.

You send one signed authorization. Penna takes it from there, and you watch every record land on a live status board.

01

Requests go out

We send the authorizations to every provider and log each one. Nothing waits on your team to chase it.

02

We chase the stubborn ones

The fax-only chiropractor, the hospital sitting on a request for six weeks. We stay on them until the records are in.

03

Records get organized

Everything that comes back is sorted by date and provider, de-duplicated, and read against the source.

04

Chronology in 72 hours

A page-cited timeline you write the demand straight off of. Gaps in care flagged. Delivered within 72 hours of records in hand.

What you get

A chronology built like a demand, not a data dump.

Every entry carries the six things you actually need, and every line points back to the exact page it came from. Nothing summarized that you can't verify in one click.

See an Example Chronology
PPer entry
every line cited
DATE03/21/26
PROVIDERPeachtree Orthopedics
FINDINGSReduced lumbar ROM, positive straight-leg raise
DIAGNOSISL4–L5 disc protrusion
TREATMENTMRI ordered, referral to pain management
BILLING$1,840 p. 47
Where our work stops

You stay the attorney. We coordinate the facts.

What we do

  • Send and track every records request
  • Follow up with the providers who ignore everyone
  • Organize the records that come back
  • Build the chronology and flag factual gaps
  • Cite every summary to a page

What we never touch

  • ×Legal advice or case strategy
  • ×Statutes of limitation or deadlines
  • ×Deciding which records matter legally
  • ×Interpreting causation or liability
  • ×Anything that reaches your client directly

You own every deadline, every legal call, and the final review. We coordinate and summarize the facts, and that is where our work stops.

Why Penna

Built for the firm too small to have a records person.

Who you'd useTheir gapPenna
Records services
Ontellus, Chartswap
Retrieval only, per-request fees, no summary, built for big firms.Retrieval plus chronology, priced per case. We chase the hard providers ourselves.
Legal AI platforms
EvenUp, Supio
$300 to 800 a demand, minimums, enterprise sales, and they don't even do retrieval.Per-case pricing, no minimums, and we do the retrieval they skip.
Offshore VA
$5/hr
No domain knowledge, no BAA, accuracy misses.US-based, real domain expertise, AI-checked accuracy, signed BAA on day one.
In-house paralegal~$144 a request plus 3 to 4 hours of oversight, roughly $35k/yr at half time.A fraction of the cost, none of the managing.
Pricing

Priced per case. No minimums. Cancel anytime.

A case means every provider on it, chased to the end, plus the cited chronology. No setup fee. Providers' own copying fees are billed to you at cost, with their invoice attached and nothing added.

Starter
$1,350/mo
3 cases a month, $450 each
  • Retrieval across every provider
  • A cited chronology per case
  • Live status board
Most firms land here
Standard
$2,400/mo
6 cases a month, $400 each
  • Everything in Starter
  • Best value per case
  • Priority on stubborn providers
Firm
$4,200/mo
12 cases a month, $350 each
  • Everything in Standard
  • Highest case volume
  • First in line
Prefer to try one first? A single case is $550, no commitment Unused cases roll over one month First chronology free on a closed, redacted case
The accuracy guarantee

Get a record wrong, and that case is free.

Every chronology is human-verified against the source pages. If we get a fact wrong against the records, you don't pay for that case. And your first paid case is risk-free: if it doesn't save your paralegal the hours we discussed, we refund it in full. No back-and-forth.

Questions firms ask

Before you hand over a case.

Do you sign a BAA?

Yes, before any records move. Penna works as a business associate under HIPAA under a signed agreement from day one. The work is done in the US, with no offshore subcontractors.

Who pays the providers' copying fees?

You do, at cost. Providers set those charges themselves and they vary widely by facility. We pass them through with the provider's invoice attached and add nothing to them. If a single request comes back unusually expensive, we get your approval in writing before ordering it.

What happens when a provider ignores the request?

That is most of the job. Every request is tracked and followed up on a schedule, and the providers who stall get chased rather than left to sit. You can see where each one stands instead of finding out weeks later that nothing moved.

How long does a chronology take?

Within 72 hours of the records being in hand. Retrieval itself runs on the providers' clock, which is the part we take off your desk.

Do you give legal advice?

No. We coordinate the records and build the chronology. Causation, strategy, deadlines, and what any record means for the case stay with you. Penna is not a law firm.

What if you get something wrong?

That case is free. Every entry is verified by a person against the source page and carries a page cite, so any line can be checked in seconds rather than taken on trust.

Is there a minimum or a contract?

No minimum and no setup fee, and you can cancel anytime. Unused cases roll over for one month. A single case is $550 if you would rather not commit to a plan.

How do I try it without risking a live case?

Send one closed case with the client's name and date of birth redacted. The first chronology is free, with no card and no commitment, and it is the same work a paying case gets.

See it on your own case

Send one closed case.
Get the chronology back, free.

Redact the client's name and DOB, send the records, and we'll show you exactly what you'd get. No card, no commitment.

A signed Business Associate Agreement is in place before any records move. US-based.