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AI drafting and medical recordsReviewed

PlaintiffStack vs Tavrn

PlaintiffStack vs Tavrn: a medical records retrieval service with chronologies and demands, compared with California case management with AI.

The short answer

Tavrn's core is getting medical records, bills, imaging and reports from providers across the US, then building chronologies and demands from them. PlaintiffStack is a California case management platform that tracks requests and reads what comes back but doesn't retrieve records for you. The two do different jobs, and a firm could reasonably use both.

Medical records retrieval, with chronologies and demands

Tavrn

Law firms, hospitals and health tech companies that need records from outside providers

Funding
$15M Series A (2025) led by Left Lane Capital, with A*, Hummingbird and BoxGroup
Core product
Records retrieval from US providers, plus chronologies and demands built from the file
Practice focus
Personal injury; third-party profiles also list workers' comp, SSDI and malpractice
Scale
500+ organizations and 100,000+ provider requests (company figures)
Pricing model
Not published on its site; a third party reports retrieval plans from $299.99 a month for 20 requests
Security
HIPAA, audited SOC 2, BAA, SSO and audit trail (company site)

Case management and AI on one record

PlaintiffStack

High-volume plaintiff firms in California: personal injury, workers' comp and employment

Price
$250 per case, every app included, no monthly fee. AI usage is billed separately, with an estimate shown before each run.
Practices
PI, workers' comp and employment, on California rules
Security
A BAA with every firm; one US AWS account, models included. SOC 2 in progress

Side by side

PlaintiffStack and Tavrn compared
WhatTavrnPlaintiffStack
What it isRecords retrieval service: requests, follows up on and delivers records, bills, imaging, accident reports and coverage detailsCase management with AI case tools
Practice areasPersonal injury first; third parties also list workers' comp, SSDI and malpracticePersonal injury, workers' comp (applicant) and employment (plaintiff), each with its own phases, pages and case tools
GeographyProviders across all 50 states and DC, per TavrnBuilt on California rules: WCAB captions and ADJ numbers, CRD right-to-sue deadlines, pleading format. Other states aren't supported
Case management includedNo; delivers into Clio, Litify, SmartAdvocate, Smokeball, SharePoint and Dropbox, or by APIYes: intake, contacts, matters, tasks, calendar, documents, client portal, settlement statement and lien tracking
Records retrievalCore product, with provider fees approved and posted as case costsDoesn't retrieve records; flags untouched requests and produces a missing records report
Reading recordsChronologies and demands built from the retrieved fileReads searchable PDFs, Word and text files. No OCR yet: scans and faxes aren't read
PricingNot published (third-party estimate above)$250 per case, every app included. AI usage is billed separately, with an estimated cost shown before each tool runs
ContractNot publicNo monthly fee and no long lock-in contract
SecurityHIPAA, audited SOC 2, BAA, SSO, audit trailBAA signed with every firm; one US AWS account, models on Amazon Bedrock; firm data never trains models. SOC 2 Type II and ISO 27001 in progress
IntegrationsClio, Litify, SmartAdvocate, Smokeball, SharePoint, Dropbox; REST API, webhooks and SFTPMicrosoft Word and Dropbox live; RingCentral in early access; Outlook, Gmail, Google Drive and others coming

Choose Tavrn if

  • Chasing providers for records and bills is your biggest bottleneck.
  • You need records from providers in many states.
  • You want records delivered into Clio, Litify, SmartAdvocate or Smokeball automatically.
  • Many of your records arrive as scans, which PlaintiffStack can't read yet.

Choose PlaintiffStack if

  • You want a case management system for California PI, workers' comp and employment with AI inside it.
  • You want record requests tracked on the case, with untouched requests flagged each morning.
  • You want the chronology, demand, settlement statement and liens in the same case.
  • You want a published per-case price with every app included.

What Tavrn does

Tavrn is a medical records company first. It requests, follows up on and delivers medical records, billing records, imaging, accident reports and insurance coverage details from providers across the US, and builds medical chronologies and demand letters from the file it collects. It serves law firms, hospitals and health tech companies, and offers an API and webhooks for teams that want records inside their own product. Tavrn reports more than 500 organizations and 100,000 provider requests.

Tavrn raised a $15M Series A in 2025 led by Left Lane Capital, with A*, Hummingbird and BoxGroup. Third-party profiles list workers' comp, SSDI and malpractice alongside personal injury; Tavrn's own site speaks to law firms generally.

Where Tavrn is strong

  • It does the chasing. Records retrieval is slow, repetitive work, and Tavrn takes it off your staff, including follow-ups and fee approvals.
  • National reach. It works with providers in every state, which matters for firms with clients who treated far from home.
  • Plugs into your system. Records arrive in Clio, Litify, SmartAdvocate, Smokeball, SharePoint or Dropbox, or through its API.
  • Security basics covered. Tavrn lists HIPAA, an audited SOC 2, a BAA, SSO and an audit trail.

Where PlaintiffStack differs

PlaintiffStack doesn't retrieve records. It is a case management system for California personal injury, workers' comp and employment that tracks the requests your team sends and reads what comes back. Morning checks flag record requests nobody has touched, the missing records report shows what the case still needs, and agents build a treatment chronology with each entry cited to its page. Those facts feed the demand, and the settlement statement and lien tracking sit in the same case. In workers' comp, the same records work feeds the QME records index and flags records due to the QME.

The limits:

  • No retrieval service. Your team, or a service like Tavrn, still has to get the records.
  • No OCR yet. Agents read searchable PDFs, Word and text files. Scanned records and faxes aren't read, and scanned pages inside an otherwise searchable PDF aren't flagged. If your providers send scans, that's a real gap.
  • California only.

In practice, the two can divide the work. A retrieval service gets the records; PlaintiffStack keeps the case: who asked for what and when, what's still missing, what the records say, which deadlines are coming, and what the settlement statement will show. Firms that use a retrieval vendor should still keep the request log in the case, because a missing record is often why a demand or a QME report slips. Ask any retrieval vendor whether delivered files are searchable text, since that decides whether PlaintiffStack's agents can read them today.

For requests, our free medical records request letter generator and the guide to California medical records request laws can help.

Pricing

Tavrn doesn't publish prices on its site; a third-party roundup reports retrieval plans from $299.99 a month for 20 requests, with provider fees on top as case costs. PlaintiffStack is $250 per case with every app included and no monthly fee. AI usage is billed separately, with an estimated cost shown before each tool runs; how usage is billed is part of your quote.

Who should pick which

These products overlap less than they seem to. Pick Tavrn if retrieval is your bottleneck, and keep it whatever case management system you run. Pick PlaintiffStack if you want the case, its deadlines and its drafting in one California-built system. Tavrn doesn't list PlaintiffStack as an integration today; it does deliver to Dropbox, and PlaintiffStack syncs two ways with case folders in Dropbox. See also how to build a medical chronology.

Questions firms ask

Sources

  1. Tavrn home page (products, integrations, security, scale)
  2. Fenwick: Tavrn $15M Series A
  3. Startup Intros: Tavrn profile (third-party; practice areas)
  4. Vaquill: AI software for plaintiff firms (third-party pricing)

Tavrn is a trademark of its owner, named here only to compare. Facts come from the sources above as of the date shown; prices and features change. If something here is out of date, email privacy@plaintiffstack.com with the page and the source, and we'll correct it.

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