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
| What | Tavrn | PlaintiffStack |
|---|---|---|
| What it is | Records retrieval service: requests, follows up on and delivers records, bills, imaging, accident reports and coverage details | Case management with AI case tools |
| Practice areas | Personal injury first; third parties also list workers' comp, SSDI and malpractice | Personal injury, workers' comp (applicant) and employment (plaintiff), each with its own phases, pages and case tools |
| Geography | Providers across all 50 states and DC, per Tavrn | Built on California rules: WCAB captions and ADJ numbers, CRD right-to-sue deadlines, pleading format. Other states aren't supported |
| Case management included | No; delivers into Clio, Litify, SmartAdvocate, Smokeball, SharePoint and Dropbox, or by API | Yes: intake, contacts, matters, tasks, calendar, documents, client portal, settlement statement and lien tracking |
| Records retrieval | Core product, with provider fees approved and posted as case costs | Doesn't retrieve records; flags untouched requests and produces a missing records report |
| Reading records | Chronologies and demands built from the retrieved file | Reads searchable PDFs, Word and text files. No OCR yet: scans and faxes aren't read |
| Pricing | Not 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 |
| Contract | Not public | No monthly fee and no long lock-in contract |
| Security | HIPAA, audited SOC 2, BAA, SSO, audit trail | BAA 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 |
| Integrations | Clio, Litify, SmartAdvocate, Smokeball, SharePoint, Dropbox; REST API, webhooks and SFTP | Microsoft 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
No. PlaintiffStack tracks the requests your team sends, flags untouched ones each morning and reads the records that come back if they're searchable. Retrieval itself is Tavrn's core product.
Not yet. Agents read searchable PDFs, Word and text files. Scans and faxes aren't read because OCR isn't built.
As separate tools, yes. Tavrn doesn't list a PlaintiffStack integration, but it delivers to Dropbox, and PlaintiffStack's Dropbox integration syncs two ways with case folders.
Third-party profiles list workers' comp among Tavrn's practice areas; ask Tavrn about California comp providers specifically. PlaintiffStack's comp tools include a QME records index and a check for records due to the QME.
Sources
- Tavrn home page (products, integrations, security, scale)
- Fenwick: Tavrn $15M Series A
- Startup Intros: Tavrn profile (third-party; practice areas)
- 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.
Keep comparing
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- PlaintiffStack vs PrecedentFlat-fee AI demand letters (Demand Composer)
- PlaintiffStack vs FinchAI-assisted outsourced pre-litigation team
- PlaintiffStack vs ProPlaintiffAI demands, chronologies and agentic case management for PI
Thinking about Tavrn? See PlaintiffStack on your own case types first.