What Compex Legal Services does

Compex Legal Services, Inc. is a privately held, Torrance, California-based professional services company operating in the litigation support and medical record retrieval category for more than five decades. Its core offering is nationwide medical record retrieval for law firms, insurance carriers, third-party administrators, and class action and mass tort matters across all 50 states, complemented by court reporting, medical and social media canvassing, independent medical examination review, and the AI-powered Asabell medical record summarization product. Operations are supported by a proprietary NEXT Operating System and an intuitive client portal that enables both enterprise sales engagements and self-service ordering, with a SOC 2 Type II and HIPAA-compliant security posture.

The business runs on professional services revenue across multiple product lines, all billed on a per-project or per-service basis under 30-day invoice terms. Go-to-market is enterprise field sales targeting insurance carriers and law firms, supplemented by a self-serve portal for mid-market customers and integration partnerships with legal technology platforms such as SmartAdvocate. The customer base spans 5,000+ law firms and 350+ insurance carriers, with disclosed enterprise pilots producing measurable outcomes including 33% turnaround improvement, 75% response time improvement, and 80% response time improvement with 100% carrier satisfaction at top-5 and top-20 national insurers. Leadership comprises CEO Paul Boroditsch, Chief Growth Officer Josh Rosenberg, CTO Kevin Harbauer, and COO Venkataraman KR; the company is privately held with no disclosed institutional investors or M&A activity.

Name

Compex Legal Services

Legal name

Compex Legal Services, Inc.

Website

https://www.compexlegal.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

251–500 employees

Short description

Compex Legal Services is a privately held, Torrance-based litigation support firm providing nationwide medical record retrieval, court reporting, medical canvassing, and AI-powered medical summaries to 5,000+ law firms and 350+ insurance carriers across all 50 states.

Ownership category

akta.pro rank

Product category

Litigation Support Services

NAICS

Legal Services (5411), Court Reporting and Stenotype Services (561492), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Health Services (8000), Services-Legal Services (8111), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Consent, Preference & Data Rights Management (incl. HIPAA/GDPR support) (HLACAIAG)

akta.pro secondary industry

Patient Intake, Digital Registration & eForms (HLACAEAF)

Keywords

• Medical record retrieval
• Litigation support services
• Court reporting services
• Medical canvassing investigations
• Claims document retrieval

Headquarters

HQ city

Torrance

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Medical Record Retrieval Services: Core service providing medical records discovery, summaries, and reviews for law firms, insurance carriers, and third-party administrators. Operates nationwide across all 50 states with a technology-enabled client portal.
2. Court Reporting Services: Comprehensive court reporting including online calendaring, interpreters, and videographers. Manages the entire deposition and court reporting process to ensure prompt, dependable results across all 50 states.
3. Medical Canvassing: Medical, pharmacy, and specialty canvassing services to uncover pre-existing injuries, suspicious claims history, or other relevant information for claims and litigation.
4. Social Media Canvassing: Digital investigation services that systematically review an individual's digital presence and online behavior to reveal discrepancies or patterns of behavior relevant to claims.
5. AI-Powered Medical Record Summarization (Asabell™): Premium AI-powered summarization service providing organized 360-degree medical history summaries focused on details relevant to litigation and claims resolution.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Compex Legal Services provides medical record retrieval, court reporting, medical and social media canvassing, and AI-powered medical record summarization (Asabell™) to law firms, insurance carriers, third-party administrators, and class action/mass tort clients nationwide across all 50 states. Services are delivered through a proprietary NEXT Operating System and an intuitive client portal that supports record requests, status tracking, and document access. The company is SOC 2 Type II certified and HIPAA compliant, handling protected health information under Business Associate Agreements.

Product overview

Compex Legal Services provides a unified litigation support platform focused on medical record retrieval and related services. The core offering is the Record Retrieval service powered by the proprietary NEXT Operating System and accessible via an intuitive Client Portal. The platform offers several integrated modules including Asabell™ (AI-powered medical record summarization), Court Reporting services, Medical Canvassing (Compex Canvass™), and Social Media Canvassing. These products work together to provide law firms and insurance carriers with comprehensive record retrieval, summarization, and investigative services across all 50 states.

Differentiator

Problem solved

Functional benefit

Brands

• Asabell™: AI-powered medical records summarization service that delivers clear, organized medical summaries providing a complete 360-degree view of medical history.
• Compex Canvass™
• Ivy

Products and services

• Record Retrieval Cost-effective, hassle-free medical record retrieval across all 50 states for law firms and insurance carriers, including medical records discovery, summary, and review, powered by an intuitive client portal.
• Asabell™ AI-Powered Medical Record Summarization AI-powered summarization service that delivers clear, comprehensive medical history summaries organized around details relevant to legal claims and litigation.
• Court Reporting Services Comprehensive court reporting services including online calendaring, interpreters, and videographers, managing the entire deposition and court reporting process nationwide.
• Medical Canvassing (Compex Canvass™) Nationwide medical, pharmacy, and specialty canvassing service that uncovers pre-existing injuries and suspicious claims history for use in claims and litigation.
• Social Media Canvassing Technology-driven digital investigation service that systematically reviews individuals' digital presence, social connections, and online behavior to surface discrepancies or patterns relevant to claims.
• Medical Records Review (IME) Independent Medical Examination (IME) record review service for evaluating medical documentation in claims and litigation matters.

Quantifiable outcome

• 33% turnaround time improvement for top-20 insurer
• +5 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature8 records

Partnerships

One partnership is on record.

• SmartAdvocatecoreTechnology or Integration · 13 November 2025Integration partnership connecting Compex Legal Services' record retrieval platform with SmartAdvocate's legal case management system. The integration allows law firms to request, receive, and view medical records directly within SmartAdvocate, with live status updates and automatic record uploads. Announced November 13, 2025 via PR Newswire.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Veritext Legal Solutions: Veritext is the largest US court reporting and deposition services provider, and has expanded into record retrieval and litigation support. Direct competitor to Compex in court reporting and increasingly in medical record retrieval for law firms.
• US Legal Support: US Legal Support provides court reporting, record retrieval, interpreting, and trial support services to law firms nationwide. Closely comparable to Compex in service breadth, customer base, and technology-enabled delivery model.
• Lexitas: Lexitas offers record retrieval, court reporting, legal process serving, and eDiscovery to law firms and insurance carriers. A direct peer in medical record retrieval with similar enterprise client mix and nationwide footprint.
• Magna Legal Services: Magna provides court reporting, record retrieval, and trial support services to law firms. A direct competitor in the same medical record retrieval and deposition services space, with comparable technology-enabled delivery.

Broad incumbents

• Epiq: Epiq is a large incumbent in legal services including eDiscovery, document review, and class action administration. While broader than Compex, it overlaps in records-related litigation support and serves many of the same enterprise legal clients.
• KLDiscovery: KLDiscovery (KLD) provides eDiscovery, data hosting, and managed document review services to law firms and corporations. Adjacent but overlapping in serving large insurance carriers and law firms with litigation support technology.
• Consilio: Consilio is a major legal consulting and managed services provider specializing in eDiscovery, contract review, and legal operations for large law firms and corporate legal departments. Overlaps with Compex in serving enterprise insurance and law firm clients with litigation support services.

Emerging players

• DISCO: DISCO is a legal technology company specializing in AI-driven eDiscovery and document review. While not a direct record retrieval competitor, it represents the AI-native legal tech direction that could disrupt traditional retrieval and summarization workflows.
• Relativity: Relativity provides AI-powered eDiscovery and legal data management software to law firms and enterprises. An adjacent legal tech player whose AI capabilities and platform approach represent both a competitive threat and a potential integration partner for Compex.
• ChartSquad: ChartSquad is a technology-forward medical record retrieval and summarization provider serving plaintiff law firms. A more narrowly focused competitor in the same medical record retrieval and AI summarization niche as Compex's Asabell™ product.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@CompexLegalServices
• LinkedInlinkedin.com/company/compex-legal-services

Compliance2 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 Compex Legal Services