Stop chasing
records.
Morris is your AI medical records specialist. She calls every provider on every open request, gets a real status and turnaround date, confirms the fax-back number, and unblocks stalled requests — every day, until the records are in your file. Your paralegals get their afternoons back.
You're the provider's billing office. Jessica is calling to verify a patient's account balance. Pick up and put her through it — make her clear your phone tree, push back on HIPAA, transfer her, send her to voicemail, or answer as your own AI assistant.
Answer Jessica's callSample medical bill verification calls to provider billing departments. Illustrative only — Jessica verifies balances, payments, adjustments, payor and collections status; she does not discuss clinical details or the underlying case, and gives no medical or legal advice.
Records requests are where cases go to die.
You fax the HIPAA authorization. Then you wait. Two weeks later a paralegal calls the records department and gets voicemail. She calls again. She gets put on hold and transferred to a nurse who says "we never got that fax." She re-sends it. Two more weeks pass.
Multiply that by every provider on every open matter. Your paralegals spend half their week on hold. Cases that should be demand-ready sit stuck in "waiting on records" for months. Statute clocks keep ticking.
Morris is the first thing built to actually pick up the phone every single day and get the records moving.
One agent. Every provider. Every day.
Fits the way records already move.
Morris works with the fax vendors, storage systems, and case management platforms your firm already uses. The signed authorization goes out through the normal channel. The records come back through the normal channel. Morris just makes sure they actually move.
Outbound fax of the request letter and HIPAA authorization; inbound fax receipt tracking to close requests.
Records land straight into the client's case folder with the case reference and provider tags.
Every request, every call, every status update synced to the matter timeline.
Everything else was built to store records. Morris was built to get them.
Records retrieval services (Ontellus, ChartSwap, Record Grabber) charge $50–$150 per chart, take 6–12 weeks, and give you a portal to check on the status yourself.
Case management software (Clio, Filevine, SmartAdvocate) tracks the requests you have open. It doesn't make phone calls.
Your paralegals are your best chasers. They're also your most expensive resource, and they burn out fastest when they spend three hours a day on hold with St. Thomas.
Generic voice AI platforms (Bland, Retell, Vapi) are developer toolkits. Morris is a packaged records chaser you turn on in an afternoon, trained specifically on how records departments actually work.
Do the math on a napkin.
Three sliders. What records chasing is really costing your firm every month, based on your own numbers. Morris pays for herself in the first week.
Firms in early access recover about 6–8 hours per paralegal per week and cut average time-to-records by more than half.
Assumes Morris removes ~72% of paralegal chase time by handling calls, follow-ups, and blocker diagnosis. Average across early-access firms.
Priced against paralegal hours, not per chart.
Flat monthly rate by firm size. No per-chart fees. No annual contract, cancel anytime. Overages metered transparently at cost.
- Outbound calls to records departments
- Fax integration (send + receive tracking)
- Blocker diagnosis + paralegal digest
- Call transcripts + audio for every follow-up
- Everything in Solo
- Records land straight in the case folder
- Priority provider escalation queue
- Custom follow-up cadence per matter type
- Weekly digest + priority support
- Everything in Pro
- Bulk request orchestration
- Dedicated success manager
- SLA, custom retention, and audit exports
Straight answers.
What does Jessica actually do on the call?+
She places outbound calls to provider billing offices to verify a patient's account: current balance, payments and which payor made them, adjustments and write-offs, who owes the remainder, insurance status, denials, and whether the balance has gone to collections. She reads everything back once to confirm it, then logs the result.
How does she follow our process?+
She follows whatever the firm already does. Whatever your paperwork path is — however your office normally sends and receives documentation — she asks for it, captures the exact address, contact name, and reference number, and hands it back to your paralegal. We don't impose a workflow on you.
What information does she give the provider?+
Only what the office asks for to locate the account, one item at a time: patient name, date of birth, dates of service, account number, address, phone, or last four of SSN. She never volunteers information, never reads a full SSN, and never discusses diagnoses, treatment, or clinical detail. She's verifying billing only.
Can she get through phone trees and voicemail?+
Yes. She stays silent through IVR menus and presses the right option with touch tones, waits through holds and transfers without dropping the line, and re-introduces herself when a new person picks up. If it goes to voicemail, she leaves a complete callback message with the patient details and the firm's callback number.
What if the office pushes back on HIPAA?+
She never argues. She asks whether an authorization from your firm is already on file, and if not, asks exactly where to send one and what else they need. She captures the contact details, the reference number, and the name of the person she spoke with, then flags it to your paralegal to resolve once.
What if the other side is also an AI?+
More billing lines answer with their own voice assistant now. She keeps going — short, literal, one fact per turn, which those systems parse far better. If it loops or can't produce payment and payor detail, she asks for a human representative or the direct billing line and a callback window.
Does Morris replace my paralegals?+
No. It replaces the hours they spend on hold. Your paralegals still make the strategic calls, still handle the legal work, still own the case. Morris just handles the phone tag and hands back a clean, structured verification record.
First 25 firms get lifetime pricing.
We're onboarding one firm a week. Design partners lock in $299/mo for life, get direct access to the team, and shape the roadmap.