Intake
Receive orders through the portal, integrations or fast internal entry.
Records retrieval operations platform
Manage the Entire Records Lifecycle With WinCopy
Connect order intake, subpoena preparation, provider follow-up, document production, billing and secure client delivery in one proven platform.
Desktop + web portalSecure document deliveryBuilt for records professionals
30+ YearsBuilt around real legal-support operations
Industry ProvenPurpose-built for professional records retrieval
Client Self-ServiceOrders, statuses, documents and downloads online
Connected OperationsOffice workflow, portal and billing working together
Flexible DeploymentCloud-hosted or installed within your environment
One connected workflow
From Request to Records Delivery
WinCopy keeps every case, facility, subpoena, follow-up, document and financial event tied to the same order.
Prepare
Generate subpoenas, authorizations, notices, instructions and letters.
Serve & Track
Coordinate service, provider contact, due dates and follow-up activity.
Receive
Capture incoming records, invoices, declarations and correspondence.
Produce
Organize, process and securely deliver responsive documents.
Bill
Apply flexible rates, invoice work and track accounts receivable.
Core capabilities
Everything Your Records Team Needs to Keep Work Moving
Fast Order Entry
Capture case, party, court, release, facility and document information through structured workflows.
Document Generation
Create subpoenas, notices, authorizations, instructions and correspondence from order data.
Ticklers + Follow-Up
Keep provider calls, due dates, overdue activity and next actions visible to the right team.
Records Search
Help clients locate and download productions by work order, file, patient, facility and record type.
Secure Delivery
Deliver records, invoices and supporting documents through protected client-access workflows.
Integrated A/R
Track invoices, payments, statements, finance charges, witness fees and third-party billing.
Client-facing order intake
Make Complex Records Requests Easier to Submit
Guide clients through case information, release requirements, facility details, instructions and attachments without forcing your staff to re-enter the order.
- Structured subpoena and authorization workflows
- California court selection and validation
- Draft orders for work in progress
- Attachments connected to the correct request
- Optional PDF-assisted data population
Facility-level precision
Capture Exactly What the Provider Needs
Associate each facility with its custodian, contact details, record dates, requested materials, special instructions and supporting documents.
MedicalBillingX-RaysPathologyEmploymentInsuranceDentalPrescriptionPayrollLegal
- Multiple facilities on a single matter
- Record-type-specific requests
- Documents assigned at the facility level
- Clear instructions and custodian details
Client experience
Give Customers Answers Without Another Phone Call
Clients can place orders, monitor progress, search completed productions and securely retrieve files through a branded web portal.
Search and Download Records
Filter by patient, facility, work order, file or record type, then download selected productions or export results.
Connected Back-Office Administration
Customer, branch, contact, court, billing and web-access settings remain connected to operational work.
Financial control
Turn Completed Work Into Accurate Revenue
WinCopy’s incorporated accounts-receivable tools connect operational completion with invoicing and collections.
Configure customer, service, record, witness-fee and third-party insurance billing rules.
Track monthly invoices and payments, produce statements and calculate finance charges.
Create and track provider payments as part of the same records-retrieval workflow.
HIPAA-Conscious Delivery
Support sensitive-record workflows with protected client access, controlled document retrieval and secure online delivery.
Built to Scale
Support growing teams, high order volumes, multiple branches and client-specific workflows without losing operational visibility.
Ready to Modernize Your Records Operation?
See how WinCopy can connect your staff, clients, facilities, documents and billing.