Legal Document Retrieval Specialist

Role Overview

• Manage end-to-end record retrieval for assigned customers and providers.
• Build, standardize, and continuously improve playbooks for high-volume hospitals, billing groups, and provider networks.
• Ensure accuracy and compliance — clean ROIs, affidavits, billing records, and complete document sets with zero rework.
• Identify workflow improvements and collaborate with engineering and product teams to help automate repetitive steps.
• Share learnings with teammates, standardize best practices, and raise quality standards.

Requirements

• Significant prior experience in legal record retrieval, with a deep understanding of the retrieval process, providers, and records.
• Strong work ethic and ownership mindset — pride in doing things right.
• Excellent communication skills — comfortable calling provider offices and following up until the job is done.
• Organized and detail-oriented — able to manage multiple requests without errors.
• Tech-savvy — quick to learn new tools and workflows.
• Team player who cares about improving processes, not just checking boxes.