Nearshore Records Retrieval Outsourcing for LPOs

Offshore teams (Philippines, India) are often times more affordable than nearshore teams, but the value gap is real. Our nearshore records retrieval outsourcing specialists share your time zone, speak accent-neutral English, and have the cultural context to build genuine relationships with U.S. custodians. They don't just call to check a box. They call to move orders forward. When custodians feel comfortable with your team, turnaround improves. That's harder to achieve with offshore.

HIPAA-compliant controls are applied throughout our process: secure transmission, access controls, proper handling of PHI, and full audit trails. We maintain documentation for compliance reviews. Your data stays protected, and we can walk through our security protocols in detail during discovery.

We're transparent: offshore is cheaper. With us, you save around 40% vs. U.S. teams. With Philippines or India, you save more. But the LPOs who choose us aren't optimizing purely for cost. They're optimizing for quality, TAT, and client satisfaction. If your current offshore team is creating escalations and quality issues, the 'savings' aren't real.

Yes. Our records retrieval outsourcing has scaled for LPOs processing thousands of orders monthly. Our structured handoff process, in-process QA, and governance model are designed for volume. Regular calibration calls, KPI dashboards, and escalation matrices keep quality consistent as you grow.

Our playbook-driven approach means we're not starting from scratch. We've documented workflows for retrieval operations and can ramp teams faster than building in-house. During onboarding, we handle process transfer, system access, and training. Most clients see productive capacity within weeks, not months.

There's no AI platform that handles end-to-end records retrieval. You still need people to call custodians, negotiate fees, resolve deficiencies, and build relationships. AI can assist with indexing and data extraction, but the human follow-up work is where orders actually get completed. Our teams are trained to use AI tools where they add value, but the relationship work remains human.

You retain client relationships, legal authority (subpoena issuance), final delivery, and end-to-end case orchestration. We handle the execution-heavy operational work: order entry, expediting, follow-ups, production, QA, and status tracking. You own the strategy and client relationships; we provide the capacity.

Senior leadership stays close to every engagement. Our C-suite maintains relationships with your operations leadership, not just an account manager. We've traveled to client offices for on-site collaboration. That's the boutique, white-glove approach we're known for.

Workers' Compensation is our strongest area for records retrieval, followed by Personal Injury, Medical Malpractice, Mass Tort, and SSDI. We understand the state-by-state regulatory nuances, particularly in California and Texas where processes are unique.

Start with a capacity assessment. We'll discuss your current volume, backlog, TAT targets, and pain points. From there, we scope a records retrieval outsourcing pilot or full engagement based on your needs. No pressure, just a conversation about what's possible.