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Records Retrieval Services

As trusted partners in document retrieval, we secure and deliver the records law firms and professionals depend on for everything from preparing subpoenas to serving documents.

California Retrieval Services & National Record Retrieval

For decades, we’ve assisted lawyers, law firms, insurance companies, and other service professionals with reliable document retrieval services. That experience is what makes Bosco Legal Inc. a seasoned leader among record retrieval companies. Customer satisfaction is our top priority, which is why we go above and beyond for clients — most of whom have been with us for over 10 years.


Our Advantage


There is no one-size-fits-all approach to records retrieval. We understand that each client has unique needs, requirements, and preferences. Our approach is tailored on a client-by-client basis, drawing on best-in-class knowledge to deliver results.


Our Record Retrieval Services


Our talented and tenured team is available to help with:

  • Preparing subpoenas or authorizations
  • Mailing notices to opposing counsel and other third-parties
  • Serving documents
  • Making follow-up contact with facilities as needed
  • Returning to facilities to copy records

What is Record Retrieval?

Record retrieval is the process of locating relevant documents, files, and records that are often lost or buried away. Locating these documents can be a lengthy and resource-intensive process if handled internally. However, they can make all the difference in a legal outcome.

We step in to unburden you, your firm, or your business by obtaining the right documents, from the right facilities, at the right time.

What Are Some of the Records That Can Be Retrieved?

The most common inquiries we receive are in the following types of records. We apply a tailored approach to each, based on the unique needs of the situation.

Medical records can be vital to the outcome of your case. Medical records can be obtained by Bosco Legal Services with either a signed authorization from the patient or a records subpoena. Bosco Legal Services can assist with both California state court subpoenas and Federal District Court subpoenas. We also keep a repository of authorizations for a variety of medical facilities. Reach out to our records department for assistance with either your authorization or subpoena needs.

Not only can Bosco Legal Services obtain court records from Federal District and California state courts, we can also assist with obtaining records from the Workers’ Compensation Appeals Board. As these are public records, a subpoena is not needed. Bosco Legal Services will use a public records request form to obtain the needed files for you.

Financial records, such as those held by banks and investment companies are heavily protected by those financial institutions. The Notice to Consumer and Employee must be completed correctly and properly served in order to obtain the records needed. There are also important timelines to be followed before the subpoena can be served on the witness. Bosco Legal Services has experience obtaining these difficult records and can assist you with the proper Notices and timing.

During the course of an insurance claims investigation, insurance claim files can be subpoenaed in both Federal District and California state cases. To identify and obtain the correct file, we need the name of the insured, the insurance policy number, claim number, and date of loss. Similar to other records, a proper Notice to Consumer or Employee must also be served.

What Is the Record Retrieval Process?

We operate on your behalf by communicating with the facilities and authorities that hold records. We work with these parties to locate relevant records and release them. Along the way, we keep you informed with a level of responsiveness that leaves nothing to question.

For the purposes of an insurance claims case, lawyers on behalf of either party may require sensitive medical records to better understand the case and move towards and equitable settlement or the desired verdict. Document retrieval services can obtain the necessary records for use in litigation.

We work with legal professionals (such as attorneys and paralegals), law firms, and businesses to understand and deliver their document retrieval needs.

Medical Record Retrieval Services

Medical records can be the difference in the outcome of a legal case. Our professional edge over other medical record retrieval companies enables us to get the protected files needed for success on behalf of your clients or business.

We provide medical record retrieval for lawyers, law firms, and insurance companies. We know that medical records are an essential piece of a case or insurance claim. We make sure that all the records we obtain are correct and up-to-date with your request.

Yes, our process is compliant with HIPAA regulations.

While an agent can work on your behalf to secure known documents, an investigation can discover and obtain unknown records.


In addition to medical records retrieval, we also have the ability to identify and secure undisclosed or otherwise unknown medical records for our clients through HIPAA-compliant Medical Background Investigations.


During the investigation, our specialists may identify doctor’s offices, hospitals, pharmacies, and other healthcare facilities that were previously unknown by using proprietary databases, online sources, and good old-fashioned gumshoe techniques.

Yes. When we copy records, we ensure quality through a rigorous process that involves multiple levels of quality control.

Record Retrievals Services FAQs

Record retrieval is a complicated process with many regulatory and legal implications. We’re here to bring clarity to the process.

There are two categories of records that need a signed authorization for release in California:


  • Sensitive medical records detailing treatment for mental illness-, child-, elder-, sexual-, or domestic abuse, genetic testing, HIV/AIDS testing and/or treatment, psychotherapy notes, drug and alcohol abuse, and/or recovery.
  • Telephone records (including wireless phones) are protected. California Civil Procedure Code § 1985.3(f) states a subpoena duces tecum for personal records maintained by a telephone corporation (which is a public utility, as defined in Section 216 of the Public Utilities Code) shall not be valid or effective unless it includes a consent to release, signed by the consumer whose records are requested, as required by Section 2891 of the Public Utilities Code. In order to obtain phone records for a California account, a signed authorization is needed from the account holder (often not the actual user of the phone).

We do not email medical records. Instead, we use a secure website to manage and deliver digital records. Once a file is ready, you will receive an email with a protected link to download it.

You can log in to our client portal and see status updates on any of your orders. You can also reach out to us by email or phone with questions or concerns regarding an order.

Need Record Retrieval Services?

If you need assistance with records retrieval, Bosco Legal Services has the experience, expertise, and network to deliver for clients nationwide. Call us today at (877) 353-8281 or fill out our online job submission form.

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