Case study

Daly & Black traded "helter skelter" for a system

When every case depends on getting the right records, Daly & Black needed a medical record retrieval partner they could trust to improve their current process.

Codes HealthCodes Health
Client profile
Customer

Daly & Black

Industry

Personal Injury

Mass Torts

Med Malpractice

Team

20+ attorneys
30+ case managers

Active caseload

500+ active cases

1

100%

0

Overview

The Problem

Retrieving medical records was either done in-house with no real system in place or through inefficient vendors that took months of constant follow-up to get requests back.

DOB:
05/14/1968
Date:
11/26/2018
Codes Health key mark and record retrieval seal
Overview

The Solution

With Codes Health, the firm now has a single dashboard to track every request from submission to delivery. Retrieval that once took months now happens reliably and quickly.

Handwritten physician signature
DOB:
05/14/1968
Date:
11/26/2018
Archive / Clinical / 2026

Daly & Black

The biggest difference Codes Health has made is efficiency. I submit my request, they handle everything, and I get to focus on my clients.

Codes Health key mark
Trusted by firms handling high-volume caseloads
About
Daly & Black

About the company

Daly & Black is a litigation firm that handles a number of different case types. Without the correct medical records, they cannot move a case forward, as they rely on the records for both the investigation and as evidence in a case.

Historically, the medical record retrieval process was inefficient and disorganized. It slowed down investigations and cases while wasting hours of employee time. Sometimes retrieval was handled in-house; other times they used outside vendors requiring constant follow-up.

Hospitals Are Hard to Move

Hospital records offices are hard to move. Getting their staff to prioritize a request used to take Daly & Black a long time. Codes now handles that follow-up and retrieves records the firm once struggled to get.

Solutions

©2026
New York
“Before Codes, our process was helter skelter. We had no way of knowing whether records came in, whether they were still out there, or whether we'd paid for them.” — Karen Satriano, Firm Administrator

Codes stood out as technologically forward compared with other medical records vendors. Charles Brown also cited Codes' understanding of the underlying pain points around obtaining records.

Daly & Black now sends every medical record request through Codes Health instead of splitting the work between in-house staff and outside vendors. Case managers submit their requests, and Codes handles everything from there. The firm tracks each request in a single dashboard, so they always know whether records have come in, are still outstanding, or have been paid for.

What changed after
The partnership
Across the caseload
Faster, more reliable retrieval

Record requests that previously could take months are now handled reliably and quickly.

Visibility into every request

The team previously had no orderly way to know whether records had arrived, remained outstanding, or had been paid for. Codes gives them a single place to track requests.

Now the team can focus on clients

Case managers can now submit a request and trust that everything else will be handled, freeing up time for everyone at the firm.

Choosing Codes Health

©2026 New York

What Daly & Black values most is follow-through: a team they enjoy working with that does what it promises, at the price it quoted.

“Most vendors stop following through once they get the deal. Codes Health is different. They do exactly what they say they'll do, at the price they promised.”

Daly & Black

The biggest difference Codes Health has made is efficiency. I submit my request, they handle everything, and I get to focus on my clients.

Codes Health key mark
Trusted by firms handling high-volume caseloads
AI-powered medical
record retrieval

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