Frequently Asked Questions

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Legacy Document Services provides independent, audit-ready medical–legal documentation and verification for matters where factual integrity, timelines, and third-party confirmation are critical.

We are engaged when documentation must stand on its own—under scrutiny, escalation, or review.

No.

We do not provide legal advice, medical opinions, claim negotiation, or case strategy.
Our role is limited to factual documentation, verification, and compliance-focused review.

This separation protects the defensibility of the record.

Paralegals and assistants document matters internally.

Legacy Document Services is engaged when:

• independence is required
   
• documentation must withstand audit or dispute
   
• internal records cannot self-validate
   
• third-party confirmation is necessary
   

We operate outside the firm’s chain of control, which materially changes how documentation is received, weighed, and relied upon.

Firms typically contact us when:

• Timelines are disputed or unclear
   
• Documentation gaps delay a claim or proceeding
   
• escalation, audit, or litigation exposure arises
   
• third-party verification is required
   
• after-hours or time-sensitive documentation is needed 

If documentation becomes a risk factor, that is when we are engaged.

We support:

• Personal Injury & Workers’ Compensation law firms
   
• Insurance and claims professionals
   
• Court-ordered or court-appointed matters
   
• Compliance-driven medical–legal cases 

All engagements begin with a formal intake review.

Legacy Document Services is Texas-based but supports matters nationwide, subject to jurisdictional requirements and scope limitations.

Remote documentation and verification are available where permitted.

Yes.

All deliverables are:

• indexed
   
• date-stamped
   
• scope-limited
   
• methodologically documented
   
• independently prepared
  
  Reports are designed to withstand review, audit, and scrutiny.

 Notarization and sworn statements are available when requested and appropriate.
Notarial services are performed in accordance with applicable law and scope limitations. 

Availability depends on scope and urgency.

We offer:

• standard review timelines
   
• expedited services
   
• after-hours and time-sensitive documentation
   

Urgency must be identified during intake.

All matters begin with submission of our Documentation Intake Form.

This allows us to:

• assess scope
   
• confirm availability
   
• determine appropriate deliverables
   

Unscoped requests are not accepted.

All final deliverables are provided as secure, locked PDF reports via encrypted email or approved delivery method.

Loose documents, folders, or partial submissions are not provided.

No.

Legacy Document Services operates on flat-fee, retainer, or scoped engagement pricing only.
This preserves independence and eliminates conflicts of interest.

Because internal documentation cannot independently validate itself.

When neutrality, defensibility, and audit-readiness matter, an external documentation authority is required.

Submit a documentation request through our intake form.
Once reviewed, we will confirm scope, availability, and next steps.

👉 Request Documentation Review