YoCierge

YoCierge is a premium provider of record retrieval and information security services for law firms, insurance companies, and private individuals. Their offerings include business communication tools, record retrieval services, and information security consulting.


The integration allows for a seamless transfer of PracticePanther matter and contact information into YoCierge, making the record retrieval process a matter of clicking a button. 

About PracticePanther & YoCierge

Medical Record Retrieval

IT Services

Contact & Matter Transfer From PracticePanther

No Duplicate Data Entry


2 - Select "Connect with PracticePanther".

3 - Connect by clicking on "Grant Access".

4 - Under the "Order Records" tab, you can now search for PracticePanther Matters.

How the Integration Works

1 - Start off clicking on "My Preferences".

5 - When requesting records, all the contact information automatically transfers from PracticePanther into YoCierge. 

See Our Video Tutorial

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