What YoCierge does

YoCierge is a privately held legal technology company founded in 2017 and headquartered in Wayne, Pennsylvania. The company provides HIPAA-compliant medical record retrieval services, processing nearly 400,000 medical records annually on behalf of personal injury law firms, defense firms, large multi-office litigation groups, insurance companies, and private individuals referred by client law firms. Its core offering is a cloud-based platform that combines flat-fee record retrieval (no per-page charges) with AI-powered document analysis, a HIPAA-compliant secure vault, and proprietary e-authorization via the trademarked YoSign system using NIST IAL2 identity verification. Orders placed before 4 PM are processed same day at no additional rush fee, and direct EHR downloads from approximately 8,000 healthcare providers arrive in roughly 30 minutes versus the industry baseline of 20-22 days.

The platform is differentiated by deep native integrations with more than 15 legal case management systems (including Filevine, Clio, SmartAdvocate, Litify, Neos, PracticePanther, Smokeball, MyCase, Lawcus, GrowPath, Soluno, and Zoho Projects) plus cloud infrastructure providers (Google Workspace, Microsoft 365/SharePoint, Dropbox, FTP/SFTP). These integrations embed YoCierge into attorney workflows via bidirectional sync, automatic record uploads, and automated expense reconciliation. Revenue is generated through per-request flat fees, subscription access to the portal and API, and premium add-on services including the Instant Medical Record Locator (IMRL) statewide record discovery service (currently available in NY, DE, NV, and CT), the DICOM Radiology Viewer, and the suite of AI tools. The company holds SOC 2 Type II, ISO 27001, ISO 22301, CARIN Code of Conduct, HIPAA, and NIST 800-53 accreditations.

YoCierge operates a bootstrapped, founder-controlled model under CEO George Bessenyei, with minority board representation from Blue Sea Investments. The company has not raised external venture funding and states it is not seeking capital or acquisition offers. Recent strategic activity has centered on partnership-driven ecosystem expansion (Supio, Sharecare, Civitas Networks for Health), geographic expansion of the IMRL service, and the layering of AI-powered add-on products onto the core retrieval platform.

Name

YoCierge

Legal name

YoCierge Inc.

Website

https://yocierge.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

YoCierge is a legal technology platform providing HIPAA-compliant medical record retrieval, AI-powered document analysis, and proprietary e-signature services primarily for personal injury law firms, defense firms, and insurance companies across the United States.

Ownership category

akta.pro rank

Product category

Legal Technology / Medical Record Retrieval Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Services-Prepackaged Software (7372)

akta.pro primary industry

Payer-Provider Data Exchange (X12, prior auth, claims/clinical attachment) (HLACABAK)

akta.pro secondary industry

Record Locator Services (RLS) & Longitudinal Record Aggregation (HLACABAH)

Keywords

• Medical record retrieval
• Legal technology platform
• HIPAA compliant records
• Case management integration
• Medical record retrieval API

Headquarters

HQ city

Wayne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Record Retrieval Services: YoCierge charges flat fee pricing for record retrieval services based on volume. No per-page charges apply even for thousands of pages. Fees are pre-approved and predictable, eliminating surprise costs. Custodial charges can be controlled by setting maximum amounts per location.
2. Technology Platform Subscription: Access to the YoCierge client portal, API, integrations with case management software, and cloud-based vault storage. Enterprise clients receive dedicated support and custom integrations.
3. Premium Add-On Services: Additional revenue from premium features including YoSign e-authorization, DICOM viewer, AI-powered tools (ReChron, AI Summaries, Medical Expense Tables), and EHR direct downloads.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

YoCierge provides a cloud-based medical record retrieval platform that enables law firms to request, track, receive, and store medical records from healthcare providers under a HIPAA-compliant workflow. The service combines flat-fee retrieval, a Record Retrieval API, deep case management system integrations, and proprietary AI-powered document analysis tools (chronological ordering, summaries, billing tables, fee review). Premium add-ons include the Instant Medical Record Locator (IMRL) for statewide record discovery, Electronic Health Record (EHR) direct download, YoSign e-authorization, and a browser-based DICOM radiology viewer.

Product overview

YoCierge is a legal technology company offering a cloud-based record retrieval platform primarily serving personal injury and litigation law firms. The core platform provides medical record retrieval, a HIPAA-compliant document vault, e-authorization (YoSign), and integration with 12+ legal case management systems. The product portfolio includes both core services and AI-powered add-on modules: the flagship Record Retrieval Platform handles request management and document delivery; YoSign provides proprietary NIST IAL2-compliant e-signature and identity verification; the Record Retrieval API enables programmatic access; and AI-powered modules (ReChron for chronological ordering, Medical Expense Table for billing summaries, AI Summary for record condensation, AI Record Fee Review for invoice auditing, and AI-powered OCR for document processing) extend the platform with intelligent automation. The Instant Medical Record Locator™ (IMRL) service enables statewide medical record discovery within minutes. DICOM Radiology Viewer provides integrated radiology image viewing. All services are delivered through a private cloud with native integrations into case management platforms (Clio, Filevine, Litify, SmartAdvocate, Neos, PracticePanther, Smokeball, Soluno, MyCase, Lawcus, GrowPath, Zoho Projects) and cloud storage providers (Google Workspace, Microsoft SharePoint, Dropbox), with optional FTP/SFTP delivery for on-premise setups.

Differentiator

Problem solved

Functional benefit

Brands

• YoSign: HIPAA-compliant e-signature and remote authentication solution using NIST IAL2 identity verification for secure client verification
• Instant Medical Record Locator
• ReChron
• YoCierge Patient Facing Record Retrieval App

Products and services

• YoCierge Record Retrieval Platform Flagship cloud-based platform for law firms to request, track, and receive medical records from healthcare providers with flat-fee pricing, a HIPAA-compliant document vault, live order tracking, Bates numbering, e-authorization via YoSign, and integrations with leading legal case management software.
• YoSign Proprietary HIPAA-compliant e-signature and remote identity authentication solution using NIST IAL2-compliant verification (selfie plus government-issued ID), with automated and manual identity checks, client-created signatures, mobile-optimized interface, encrypted PDF transmission, and audit trails with IP addresses and timestamps.
• YoCierge Record Retrieval API Token-based REST API enabling programmatic access for initiating requests, checking status, downloading pending requests, retrieving records, accessing actionable items, and retrieving invoices; designed for closed-system integration with documented OpenAPI/Swagger specifications.
• Electronic Health Record (EHR) Download Direct download of electronic health records from healthcare provider servers via the CURES Act patient-facing app framework, arriving in approximately 30 minutes versus 20-22 days traditionally, with no copy service charges; supports nearly 8,000 medical providers across all 50 states and DC.
• AI-Powered OCR AI-enhanced Optical Character Recognition that processes tens of thousands of medical record pages daily, rendering them searchable and accurately recognizing text on low-quality, multi-generation faxed and scanned documents with font sizes below 8pt; foundation for ReChron, AI Summary, and AI Record Fee Review.
• ReChron AI-powered chronological ordering service that analyzes every page to identify dates of service, ignore extraneous timestamps, scan for ICD-10 codes, and produce a consolidated, chronologically ordered PDF file.
• Medical Expense Table AI-generated Excel file organizing billing records with separate sheets per provider visited, detailing treatment descriptions, patient versus insurance payment breakdowns, and CPT codes where available.
• AI Summary AI module that automatically generates concise, information-packed paragraph summaries of each received medical document, highlighting core conclusions and key text related to injuries and pain; available in the client portal and notification emails.
• AI Record Fee Review AI system that reviews incoming provider invoices and compares charges against state-mandated medical record fees, flagging non-compliant fees with red warning messages in notification emails and detailed explanations on the approval screen.
• Instant Medical Record Locator (IMRL) First-in-kind service enabling law firms to help clients identify and retrieve medical records across an entire US state within minutes using NIST IAL2-compliant identity verification, statewide health information network searches, and authorized downloads within hours; available in New York, Delaware, Nevada, and Connecticut.
• DICOM Radiology Viewer Browser-based integrated radiology image and report viewer for disc-based X-rays, MRIs, and CT scans, requiring no software installation, accessible on desktop and mobile, with exam list, sequential image playback, and .iso format download.
• AutoPay with Stripe Integrated automatic payment solution via Stripe for credit card and ACH debit covering flat-fee charges and custodian fees, with AutoPay enrollment, bank account micro-deposit verification, monthly Excel transaction lists, and matter numbers on credit card statements.
• YoCierge Patient Facing Record Retrieval App Mobile and web application for patients to authorize medical record downloads, manage consent preferences, access and download personal health information, control data sharing with third parties, and review audit logs of all data access; governed by HIPAA and CARIN Code of Conduct standards.

Quantifiable outcome

• Record retrieval time reduced from 20-22 days to 30 minutes for EHR downloads
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability7 records

Feature10 records

Partnerships

14 partnerships are on record, tiered core and major.

• SupiocoreStrategic or Co-development Partner · 20 January 2026Strategic partnership combining Supio's AI platform for personal injury firms with YoCierge's record retrieval and document handling services. Goal is to help PI firms streamline case management from intake through settlement with HIPAA-compliant, end-to-end workflows. Includes joint integrations, educational programs, and co-hosted webinar scheduled for February 10.
• Civitas Networks for HealthcoreTechnology or Integration · 16 July 2025YoCierge joined Civitas Networks for Health, the largest national health information exchange network. Partnership strengthens interoperability between legal, insurance, and health sectors. Enables real-time medical record access, reduces paper-based workflows, and supports compliance with TEFCA and 21st Century Cures Act information blocking rules.
• SharecarecoreTechnology or Integration · 26 March 2025Tech-enabled collaboration integrating Sharecare's medical record retrieval capabilities and healthcare provider network into YoCierge workflow. Benefits include accelerated access to records, cost savings through streamlined processes, real-time healthcare provider data updates, and seamless integration across platforms including supported case management systems.
• FilevinecoreTechnology or IntegrationDeep integration allowing law firms to search Filevine matters directly from YoCierge portal. Auto-populates patient details, dates of loss, custodian locations. Records automatically upload to Filevine Meds section. Expense items and invoices created automatically. YoCierge request status syncs back to Filevine.
• CliocoreTechnology or IntegrationIntegration with Clio case management software. Search Clio matters from YoCierge portal with auto-populated data. Records upload to Clio Medical Records entries. HIPAA form management with document archiving. Live status updates sync back to Clio.
• SmartAdvocatecoreTechnology or IntegrationIntegration allows assigning medical record requests to YoCierge directly from SmartAdvocate. Automatic record uploads to SmartAdvocate case files. Expense items and invoices created automatically. DICOM radiology viewer integration enables viewing images directly in SmartAdvocate.
• LitifycoreTechnology or IntegrationDeep integration with Litify and Docrio. Search Litify projects from YoCierge portal with auto-populated contact details. Records upload to Litify Request entries and Docrio. Automatic expense registration and invoice uploads. Optional direct ordering from within Litify.
• PracticePanthermajorTechnology or IntegrationIntegration with PracticePanther case management software. Search PP matters from YoCierge portal. Auto-populated patient and subject data. Support for parent/child contact scenarios. Automatic expense recording in PracticePanther.
• NeoscoreTechnology or IntegrationMost comprehensive integration to date. Real-time search of Neos cases from YoCierge portal with intelligent recognition of parties and related cases. Auto-populated patient details, date of loss, contact information. Records delivered straight into Neos Case Docs. Automated Value items, Due to Firm entries, and CheckRequest generation for expense management.
• SmokeballmajorTechnology or IntegrationIntegration with Smokeball cloud-based case management. Search Smokeball matters directly from YoCierge. Auto-populated contact details and provider information. Records upload automatically to Smokeball. Expense items and invoices created automatically.
• Zoho ProjectsmajorTechnology or IntegrationIntegration with Zoho Projects for project management. Search Zoho Projects from YoCierge portal. Auto-populated project details including client names, dates of birth, incident dates. Records upload to Zoho. Integrated expense tracking with automatic invoice logging.
• MyCasemajorTechnology or IntegrationIntegration with MyCase legal case management platform. Search MyCase matters directly from YoCierge portal with real-time API. Auto-populated case details and client information. HIPAA authorization forms with YoSign e-signature. Automatic record uploads to MyCase.
• Google WorkspacemajorTechnology or IntegrationIntegration with Google Workspace. Records delivered to shared Google Drive folder. Sign in with Google credentials. HIPAA-compliant direct download links. User management through YoCierge admin controls.
• Microsoft 365 (SharePoint)majorTechnology or IntegrationIntegration with Microsoft 365 and SharePoint. Records delivered directly to designated SharePoint site and library. Sign in with Microsoft credentials. HIPAA-compliant delivery with firm's Microsoft 365 security and compliance controls applying. Admin controls for user access.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• CI Information Management: CI Information Management (formerly CIBR) is one of the largest US providers of medical record retrieval and litigation support services, serving law firms, insurance carriers, and government agencies. It is a direct competitor to YoCierge in the medical record retrieval for legal/insurance vertical, with overlapping customer segments including personal injury firms.
• U.S. Legal Support: U.S. Legal Support is a national litigation services company providing record retrieval, court reporting, and legal outsourcing to law firms. Its record retrieval and subpoena services directly compete with YoCierge for personal injury and defense firm customers, with similar HIPAA-compliant workflows and flat-fee-style offerings.
• Veritext Legal Solutions: Veritext is a major litigation services company offering court reporting, record retrieval, and e-discovery solutions to law firms nationwide. Its record retrieval and deposition services overlap directly with YoCierge's offerings, particularly for PI firms requiring medical records for depositions and trial prep.
• EMS Legal Records Retrieval: EMS Legal specializes in medical record retrieval and subpoena preparation for law firms, insurance companies, and government agencies. It competes directly with YoCierge in the PI litigation vertical with comparable HIPAA-compliant retrieval, tracking, and document delivery workflows.
• HiQ Analytics: HiQ Analytics provides medical record retrieval services and analytic platforms specifically for personal injury and mass tort law firms. Its focus on PI firms and emphasis on structured data extraction from medical records makes it a close direct competitor to YoCierge's retrieval-plus-AI offering.
• Quest Litigation Solutions: Quest Litigation Solutions offers medical record retrieval, chronology summaries, and paralegal support for plaintiff and defense law firms. Its record retrieval and chronologies services are highly comparable to YoCierge's core retrieval and ReChron AI chronological ordering capabilities.
• Datafied: Datafied provides record retrieval and electronic data services to law firms, insurance carriers, and corporations. As an established retrieval vendor with HIPAA-compliant workflows, it competes with YoCierge for legal and insurance clients seeking outsourced medical record handling.

Broad incumbents

• Sharecare: Sharecare is a large digital health company whose provider network and patient access infrastructure YoCierge integrates with via their 2025 partnership. While Sharecare itself offers broader health and wellness platforms, its record retrieval capabilities overlap with YoCierge's EHR direct download service for law firm clients.

Emerging players

• Supio: Supio is an AI-powered platform built specifically for personal injury law firms, offering medical record summarization, demand letter generation, and case insights. Its 2026 strategic partnership with YoCierge creates an integrated PI workflow stack, and its AI capabilities represent a complementary (and partially competitive) approach to YoCierge's ReChron and AI Summary features.
• Filevine: Filevine is a leading legal case management platform serving PI firms and has deep native integration with YoCierge. While primarily a workflow/case management vendor, Filevine's matter data, document storage, and growing AI features make it a potential future competitor (or partner) in record retrieval-adjacent capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/YoCierge

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about YoCierge