The Course

This course is designed specifically for legal professionals and support staff seeking a more efficient, compliant, and cost-effective way to manage third-party record requests. Participants will be introduced to Full Service Requests (FSRs) — Tracument’s outsourced solution that streamlines the process of obtaining medical, employment, government, and financial records critical to legal matters.

Through detailed instruction and screen demos, this course demonstrates how FSRs can reduce administrative burden by allowing Tracument’s experienced team to handle the entire process — from drafting and sending request letters to managing follow-ups, making payments, and securely delivering searchable digital copies. Participants will also learn how FSRs integrate with legal workflows, support client cost recovery, and ensure transparency at every step.


What you will learn

By the end of this course, legal professionals will be able to:

  • Identify the types of records relevant to litigation, personal injury, insurance defense, and other legal contexts that can be requested through FSRs.
  • Understand the full lifecycle of an FSR — from initial submission to digital delivery.
  • Utilize automated tools to generate client authorizations with one click.
  • Track all request activity with full transparency and receive real-time status updates.
  • Leverage volume-based pricing for increased cost efficiency.
  • Implement direct cost recovery of request charges and third-party invoices into legal billing systems.





Curriculum

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