PARTNERS INITIATE THE PROCESS.

INDIVIDUALS CONTROL THE ACCESS TO THEIR RECORDS.

PARTNERS

Records for your clients

Register your firm to create a dedicated client portal with digitized client summaries. Track client records in real time and via a customized dashboard. Pay only for successfully retrieved records.

register my firm

INDIVIDUAL

Request my records

Your attorney or broker will provide you with a personalized link to begin the process. If you have your link, open it to register and authorize your retrieval — if not, we can help you request a new one below.

request my link

PARTNERS INITIATE THE PROCESS.

INDIVIDUALS CONTROL THE ACCESS TO THEIR RECORDS.

PARTNERS

Records for your clients

Register your firm to create a dedicated client portal with digitized client summaries. Track client records in real time and via a customized dashboard. Pay only for successfully retrieved records.

register my firm

INDIVIDUAL

Request my records

Your attorney or broker will provide you with a personalized link to begin the process. If you have your link, open it to register and authorize your retrieval — if not, we can help you request a new one below.

request my link

PARTNERS INITIATE THE PROCESS.

INDIVIDUALS CONTROL THE ACCESS TO THEIR RECORDS.

PARTNERS

Records for your clients

Register your firm to create a dedicated client portal with digitized client summaries. Track client records in real time and via a customized dashboard. Pay only for successfully retrieved records.

register my firm

INDIVIDUAL

Request my records

Your attorney or broker will provide you with a personalized link to begin the process. If you have your link, open it to register and authorize your retrieval — if not, we can help you request a new one below.

request my link

How it works for partners

From sign-up to delivery, every request moves forward in one place. 

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Built for compliance
Built for compliance
Built for compliance
Register MY firm

Have a link to get started? Open it to request your records > 

 

If we require any additional information or documentation, a member of our team will reach out promptly.

Should you have any questions, concerns, or need assistance at any point during the process, please don’t hesitate to contact us >

We’re here to help every step of the way.

Register MY firm

Have a link to get started? Open it to request your records > 

 

If we require any additional information or documentation, a member of our team will reach out promptly.

Should you have any questions, concerns, or need assistance at any point during the process, please don’t hesitate to contact us >

We’re here to help every step of the way.

Register MY firm

Have a link to get started? Open it to request your records > 

 

If we require any additional information or documentation, a member of our team will reach out promptly.

Should you have any questions, concerns, or need assistance at any point during the process, please don’t hesitate to contact us >

We’re here to help every step of the way.