Resources

Forms, answers and your client portal.

Download the forms you need to start an order, find answers to common questions, and manage every request from one secure place.

Forms & downloads

Start with the right paperwork.

  • Authorization

    HIPAA Authorization Form

    Release form for protected health information, ready for your client’s signature.

    Download PDF
  • Subpoena

    Subpoena Request Form

    Everything we need to draft and process a records subpoena for your matter.

    Download PDF
  • Onboarding

    New Client Form

    Set up your firm’s account and portal access in one step.

    Download PDF
  • Pricing

    Fee Schedule

    Current rates for retrieval, copying, filing and service.

    Download PDF
Client portal

Order, track and review records in one secure place.

  1. Order

    Submit a request

    Log in, complete the order form, and we begin processing the same day it arrives.

  2. Track

    Watch status in real time

    Every order updates inside your portal, with an email notice as each milestone is reached.

  3. Review

    Open, print or download

    View documents on screen, print them, or save a copy to your computer.

  • 24/7 Access
  • Phone Support
  • Secure Portal
  • HIPAA Compliant
  • Store & Download Files
Order trackerSample data

2

In progress

1

Received

1

Delivered

OrderRequestStatus
CM-24-0147Medical recordsDelivered
CM-24-0148Subpoena prepIn progress
CM-24-0149Radiology filmsIn progress
CM-24-0150Court filingReceived
CM-24-0148 · Subpoena prepSample timeline
  1. Order received

    Mon 9:12 AM

  2. Authorization verified

    Mon 11:40 AM

  3. Subpoena being prepared

    In progress

  4. Ready for your review

    Email notice sent when complete

Common questions

Answers before you ask.

Still unsure? Call or text (855) 457-5583.

How quickly do you start on an order?

Orders are processed the same day they arrive. Rush service is available when your deadline calls for it.

How do I track an order?

Log in to the client portal to see the status of every order. You also receive an email notice as each milestone is reached.

Are you HIPAA compliant?

Yes. Confidentiality is built into our process, and protected records are handled under HIPAA from intake to delivery.

How will I receive my records?

Finished records are available in your portal to view on screen, print, or download. Microfilm and microfiche can be converted to paper or accessible PDF.

Can you file with the court for us?

Yes. We file electronically through eFile or in person at the clerk’s office.

What are your hours?

Our office is open Monday to Friday, 8:00am to 5:00pm. The client portal is available 24/7.

Get in touch

Didn't find what you need? Send us a note.

How can we help you?

Visit our shop
18075 Ventura Blvd #212
Call or text
(855) 457-5583
Email
info@copymasterservices.comContact us anytime
Hours
8:00am – 5:00pmMonday – Friday