Beyond the Basics: How Tailored Records Retrieval Solutions Deliver Real Value

When Litigation Support providers think about customizing records retrieval, they tend to focus on things like billing preferences or choosing between hard copy and digital formats. While those choices are important, they only cover the basics. A provider delivers real value by creating workflows that reflect how each client actually works, making the process more straightforward, secure, and easier to manage.

At MCS, we’ve seen an increased demand for this level of customization. More legal and insurance teams are seeking true service partners who can go beyond the basics and deliver technology-enabled solutions that align with their internal processes. It’s not about bells and whistles: it’s about real impact.

Why “One-Size-Fits-All” Falls Short

Standard retrieval processes often assume every client operates the same way. But the reality is, organizations vary widely in how they manage claims, data access, approvals, compliance, and collaboration. Rigid systems force legal teams to work around vendor limitations rather than getting support that fits their operations.

That’s where tailored solutions come in. By working closely with clients to understand their workflow, we can make the records retrieval process smarter, faster, and more secure.

Examples of Tailored Solutions in Action

Here are just a few ways MCS helps clients improve and strengthen their retrieval processes through thoughtful customization:

• Configurable and Secure Sharing with Experts
  Share retrieved records directly with outside counsel or medical experts using secure, role-based access, no extra logins or manual forwarding required.
• Adjusting Workflow Within the Portal
  Some clients want to approve every step. Others prefer automated release once records are received. We adjust portal workflows to support each team’s ideal pace and process.
• Integration with Client’s SSO
  Security and simplicity go together. With Single Sign-On (SSO) integration, users can access MCS platforms without needing extra credentials, while internal access controls and audit trails remain in place.
• Streamlining Subpoena Workflow with E-Signatures
  State-specific requirements for subpoenas can get complicated. We help clients digitize and refine this workflow, tailoring electronic signature options and delivery formats based on jurisdictional needs.
  

  The Bigger Picture: Efficiency, Compliance, and Confidence

  When workflows are aligned with how teams already operate, everything moves more smoothly. Retrieval timelines shrink. User adoption improves. Legal risk is reduced. And clients gain the confidence that their vendor understands their world.

  Tailored solutions aren’t just a perk, they’re a differentiator. And at MCS, we’re delivering more of them than ever.

Looking for a more flexible, secure way to manage records retrieval?

Let’s talk about how we can support your team’s workflow.