Codes Health GTM brain

Codes Health retrieves and organizes medical records for plaintiff law firms using AI and human review.

category

Legal medical record retrieval

market profile

  • text: Plaintiff firms need records from many providers, each with its own request and release process.
  • text: The market includes managed retrieval services and provider-facing exchange platforms with different operating models.

personas

  • title: Managing partner at a plaintiff firm
    pains:
    • Case progress stalls while staff wait for medical records
    • Incomplete records weaken case evaluation and settlement preparation
  • title: Records coordinator or paralegal
    pains:
    • Calling and faxing providers repeatedly to follow up
    • Tracking missing documents and requests across cases
  • title: Mass tort operations director
    pains:
    • High volumes of provider requests across many claimants
    • Turning large medical files into usable case timelines

icp

  • text: US plaintiff law firms handling personal injury, workers compensation, disability, malpractice or mass tort matters.
  • text: Firms with repeat record requests across multiple providers, including practices using Filevine or SmartAdvocate.

message pillars

  • text: Remove the provider follow-up burden from legal staff.
  • text: Make request status visible throughout the process.
  • text: Combine automation and people to check files.

objections

  • objection: Our firm cannot risk exposing protected health information.
    response: Review the security documentation, contractual safeguards and integration controls before sending records.
  • objection: An outside service may miss records or delay a case.
    response: Pilot representative matters and measure turnaround and completeness against current performance; the vendor describes human and AI verification.

competitors

  • name: YoCierge
    why: Managed retrieval for plaintiff and mass tort firms.
  • name: ChartRequest
    why: Record request and retrieval workflows for legal users.
  • name: Lexitas
    why: Legal support provider offering managed medical record retrieval.

keywords

  • medical record retrieval for law firms
  • personal injury medical records retrieval
  • medical records chronology service
  • plaintiff record retrieval
  • mass tort medical records
  • medical record request tracking

voice

  • Direct and service-oriented
  • Reassuring about speed and visibility

signals

  • text: A plaintiff firm is growing its case load or expanding mass tort intake.
  • text: A firm uses Filevine or SmartAdvocate and has records staff chasing providers.

stack

  • Filevine
  • SmartAdvocate

hiring

  • People Operations Lead
  • Software Engineer
  • Account Executive
  • Customer Success Lead, Commercial

pricing

model: usage

motion

sales_led

channels

  • SEO
  • LinkedIn
  • referrals
  • events
  • outbound

confidence

high

Founders

  • name: Alvaro Rivera
    title: Founder/CEO
    role: CEO
    bio: Co-Founder & CEO of Codes Health (S24)
  • name: Cody Durr
    title: Founder/CTO
    role: CTO
    bio: Co-founder & CTO at Codes Health
  • name: Austin Mills
    title: Founder/COO
    role: COO
    bio: Co-Founder of Codes Health (S24)

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