Data & Compliance
Medical Record Sorting & Indexing Services
Handling messy, unorganized medical records?
With our AI tool, we sort, clean, and index large volumes of records into well-structured, easily navigable files that save time and reduce stress. From removing duplicates to applying Bates numbers, we bring clarity to document-heavy cases.
1M+ Pages
Sorted & Indexed Annually
24 Hours
Standard Turnaround
30%
Deduplication Rate
99.8%
Accuracy Rate
Why Choose Us for Medical Record Sorting & Indexing?
Our sorting and indexing services eliminate document clutter and simplify medical record review. We organize records with accuracy and consistency, making it easier to access critical information, reduce review time, and manage complex cases with confidence.
Why Our Organization Matters

Locate vital documents in seconds, not in hours

Avoid wasting time reviewing duplicate pages

Make expert review and depositions easier

Present clean, professional records to opposing counsel
Document Chaos Statistics
Average duplicate rate
35%
Time wasted searching
40%
Review time reduction
-95%
Cost per page
$0.25-0.50
Our Sorting & Indexing Medical Records Features
Logical Organization
Records are organized by date, provider, record type, or custom categories for easy navigation.
Comprehensive Indexing
Each file includes a detailed index with dates, page numbers, record types, and sources for fast retrieval.
Deduplication
We identify and remove duplicate pages while ensuring no important records are lost.
Consistent File Naming
Standardized naming conventions make records easy to identify and upload into databases.
Organization Methods We Use
Chronological Sorting
Records arranged by date of service from earliest to latest.
Best For:
Understanding treatment timelines, spotting gaps, trial prep
Provider-Based Sorting
Records grouped by treating doctor, clinic, or hospital.
Best For:
Cases with many providers, expert witness prep, treatment analysis
Record Type Sorting
Documents categorized by type such as labs, imaging, visits, or surgeries.
Best For:
Quick access to specific documents, IME/QME/CME prep
Custom Category Sorting
Records organized based on your firm’s preferences or case needs.
Best For:
Complex cases with custom needs or firm-specific workflows
Document Types We Organize
Medical records from multiple providers
Hospital and emergency room records
Diagnostic imaging and lab results
Billing and insurance documents
Legal documents and correspondence
Expert reports and evaluations
Employment and wage records
Discovery documents
Deposition transcripts
Any case-related documentation
Index Components
Document description
Date of service/creation
Page numbers (Bates or sequential)
Source/provider name
Record type category
Number of pages per document
Where Sorting & Indexing Make a Difference
Multi-Provider Cases
Bring structure to records from multiple doctors and facilities.
Voluminous Discovery
Organize thousands of pages for faster attorney and expert review.
Trial Preparation
Quickly find documents during trial without searching entire files.
E-Discovery Management
Prepare records for upload into review platforms and databases.
Case Transfers
Ensure smooth handover between attorneys or law firms.
Settlement Packages
Give clean, professional records to insurers & opposing counsel.
Our APS Summarization Process
1
Document Receipt
Upload or send records in any format—scanned PDFs, paper files, electronic records
2
Organization Preference
Specify sorting method (chronological, by provider, by type) and Bates numbering if needed
3
AI Duplicate Identification
AI locates and flags duplicates for deduplication or organization
4
AI Sorting & Indexing
AI organizes and indexes medical records according to agreed specifications
5
Human Precision
Experts verify all docs to ensure correct order, indexing, and numbering
6
Delivery
Receive organized records and master index in PDF, Excel, or database-ready format
Frequently Asked Questions
Have questions about our medical records indexing services? Get your answers here!
Yes. We can follow your firm’s preferred structure, naming conventions, and indexing format to ensure consistency across cases.
Chronological sorting is most common for injury and malpractice cases. Provider-based sorting works well when multiple doctors are involved. We can also combine methods.
Yes. Paper records are scanned and OCR-processed. Electronic records are organized directly. All final files are searchable unless requested otherwise.
Yes. We can organize medical records alongside legal, billing, deposition, and discovery documents in a single indexed set if requested.
We follow strict data security measures, including secured cloud file transfer, access controls, and confidentiality agreements.
Yes. If your needs change, we can reorganize existing files without starting from scratch.
You can get your records sorted and indexed in less than 24 hours.
Yes. Index fields such as document type, provider, dates, or notes can be customized based on your needs.
We routinely sort and index cases with tens of thousands of pages for mass tort claims, MDL and clinical trial process.
Yes. All final PDFs are OCR-processed, making them fully searchable for fast keyword lookup.
Overwhelmed by Multiple Sets of Unorganized Documents?
We sort and index your records to make review faster and discovery easier.

