80%
Of calls fully resolved by AI Agents
Record retrieval is a core operational pillar for legal firms, insurance providers, and verification companies. From intake to fulfillment, every step in the process affects case timelines, claim evaluations, and overall workflow efficiency. Accurate and timely record retrieval helps optimize operational costs, improve claim settlement TAT, boost staff productivity, and support steady business growth.
Our AI-driven Record Retrieval Assistant provides a comprehensive solution for the entire retrieval workflow, from request logging to final document delivery. It automatically identifies the right data sources, pulls the required records without unnecessary delays, and maintains clear visibility into each record’s status throughout the process. Its automated voice communication and inquiry handling help organizations operate with greater accuracy, predictable timelines, and stronger adherence to security and regulatory requirements.
Of calls fully resolved by AI Agents
Reduction in Operational Cost
Improve staff efficiency through task automation
Faster Record and Data Handling
Reduced Missed Calls with 24/7 Availability
TechWize provides an AI-powered Voice Assistant designed for record retrieval agencies looking to improve efficiency and enhance client communication. The agent manages call intake, verifies request details, identifies missing information, and keeps clients updated with real-time status alerts. It handles follow-ups, addresses common questions about timelines, document formats, and compliance requirements, and ensures every request moves through the workflow without delays. This creates a more streamlined experience for clients, allowing your operations team to focus on record processing instead of handling administrative calls.
Our Conversational AI Agent is built to support record retrieval operations across multiple industries, including legal services, insurance providers, compliance agencies, financial institutions, and verification companies. Whether you're managing case files, claims documents, background checks, or regulatory records, the Voice Agent can be fully tailored to your internal workflows. By automating the entire retrieval cycle, it improves coordination, reduces manual touchpoints, and delivers faster, more consistent communication for clients across every sector.
We have a dedicated team of 15+ AI and Voice Automation specialists, including solution architects, conversation designers, AI and machine learning engineers, and Voice Agent implementation consultants. Our team brings extensive experience in building and deploying intelligent voice agents specifically designed for record retrieval, document management, and client communication across legal, insurance, and verification services.
TechWize brings a highly skilled and dedicated team of AI and voice automation specialists with extensive experience in designing and delivering custom Conversational AI voice agent solutions for record retrieval agencies. Our experts leverage the latest AI-driven conversational interfaces and intelligent voice automation technologies to create seamless, reliable, and client-friendly record retrieval systems. We are committed to providing high-quality support, ensuring every implementation is smooth, efficient, and tailored to meet the unique needs of your agency. By combining enterprise-grade Conversational AI platforms with record retrieval workflow expertise, we help legal, insurance, compliance, and verification teams enhance client engagement, streamline retrieval processes, and optimize operational efficiency.

Assisting our clients across different sectors and domains
Connect with TechWize today to implement AI-powered Voice Agent solutions that accelerate record retrieval and keep your clients informed in real time.
501, Fifth Avenue, Suite 805 New York, NY 10017