Orvera AI Crosses 4.5 Million Annualized Custodian Outreach as Leading U.S. Record Retrieval Companies Move to AI-Run Operations

SAN FRANCISCO--(BUSINESS WIRE)--Aug 11, 2026--

Orvera AI, the agentic AI platform for enterprise operations, today announced it has crossed a 4.5 million annualized run rate of custodian outreach interactions, spanning calls, faxes, emails, and portal follow-ups, executed for leading U.S. record retrieval companies.

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Multiple national retrieval operators across plaintiff and defense litigation support, insurance, and provider-side clinical retrieval now run their end-to-end retrieval lifecycle on Orvera AI: intake, custodian outreach, expediting, exception handling, production coordination, QA, and operational analytics. At current volumes, the platform carries the day-to-day outreach workload of a full-scale retrieval operation, absorbing the hold time, repeated follow-ups, and system updates that otherwise consume staff capacity.

Record Retrieval is an operational system, not a calling function

Record retrieval creates revenue only when the correct record is delivered and billable; outreach activity alone does not. Every stalled or aged request becomes a cost center, consuming labor and frequently ending in cancellation or non-billable outcomes. Orvera AI is built around one operating goal: keep every request moving toward fulfillment. Its AI agents work voice-first, orchestrated across phone, fax, email, and custodian portals, and every action is synchronized back into retrieval platforms, client portals, and internal databases so the system of record is always current.

Built by Record Retrieval operators

Orvera AI's executive team brings nearly two decades of hands-on record retrieval operations experience, and the platform's models and workflows are trained on that operating history: where requests stall, why they age, what individual custodians require, and which actions reliably move cases to fulfillment.

In production, roughly 75-80% of retrieval cases move from intake to fulfillment without human intervention. AI agents handle outbound custodian calls, IVR navigation, hold management, status checks, scope clarification, persistent follow-ups, and system updates. The remaining 20-25% of cases involve custodian fee negotiations, complex authorization requirements, scope disputes, and escalations. These route to human specialists working in Orvera AI's Agent Assist, which surfaces case history, custodian context, and recommended next actions during live interactions, and automates after-call summaries and system updates.

"We didn't need another calling tool. We needed requests to stop aging," said the Chief Operating Officer of a record retrieval company operating nationwide. "Orvera reads the case, makes the follow-up, updates our systems, and pulls in a person only when judgment is actually required. Our turnaround dropped by nearly two weeks, and our team now spends its day on the cases that genuinely need them."

Full-population QA and AI-driven analytics

Orvera AI records, transcribes, and evaluates 100% of custodian interactions against each client's retrieval standards in a SOC 2 Type II certified, HIPAA-compliant environment, replacing sampling models that typically review only a small fraction of activity. Every interaction feeds a real-time analytics layer where operations teams query performance in natural language, from turnaround drivers and custodian bottlenecks to cancellation and suspension causes, through live dashboards that replace static business-intelligence reporting cycles.

"For the first time we can see every custodian interaction, not a two-percent QA sample," said the Senior Vice President of Operations at an insurance-focused record retrieval firm. "When a custodian changes a requirement, we know that day, not after thirty requests stall behind it."

Measured impact across Orvera-run retrieval operations

"Record retrieval is an operational system problem, and we built Orvera the way operators think," said Ali Merchant, Chief Executive Officer of Orvera AI. "Our executive team spent nearly two decades running day-to-day record retrieval operations, managing custodians, chasing aging requests, and handling every fee, form, and follow-up that decides whether a record gets delivered. Orvera is that experience turned into software: those years of operating insight shaped our workflows, trained our custom models, and taught the platform how retrieval actually behaves. Every request should move correctly from day one, with AI carrying the scale and people stepping in only where judgment creates value."

Because Orvera AI is already live across multiple retrieval operations, new clients start from pre-built integrations and retrieval-specific workflows. Full production deployments typically complete within 2-4 weeks, with voice AI, Agent Assist, QA, and analytics running in parallel rather than in sequence, delivered and managed as a full-service system across existing retrieval platforms and workflow tools.

About Orvera AI

Orvera AI is an agentic conversational AI platform for the enterprise that Orvera builds, deploys, and runs as a managed service. Its omnichannel AI agents resolve conversations across voice, chat, and digital channels, with deep specialization in Voice AI, while Agent Assist and AI Auto QA, at 100% coverage, support the human agents who handle the rest. Orvera is model-agnostic, orchestrating third-party models in its governed layer on the customer's existing stack, so enterprises stay on the frontier without lock-in. Full deployment lands in three to six weeks. Headquartered in San Francisco, California, Orvera serves US enterprises running high-interaction-volume contact centers, and is SOC 2 Type II and HIPAA and GDPR compliant, and operates under Business Associate Agreements with covered clients. For more information, visit orvera.ai

Ali Merchant, Chief Executive Officer of Orvera AI, on how record retrieval operations run on the platform.

KYIV, Ukraine (AP) — Russia attacked Ukrainian cities with missiles, drones and glide bombs Tuesday, killing at least nine civilians, officials said, as President Volodymyr Zelenskyy said Moscow is getting new military help from North Korea for its more than 4-year-old invasion.

Zelenskyy said Russian forces used ballistic missiles supplied by North Korea in an overnight attack on the southeastern city of Zaporizhzhia, where officials said six people were killed and 19 wounded.

Three more people, including a 15-year-old boy, were killed by Russian drones and artillery in the central Dnipropetrovsk region, authorities said.

In addition to the ballistic missiles, North Korea is preparing to deploy more of its troops to Russia, Zelenskyy said late Monday.

Russian President Vladimir Putin and North Korean leader Kim Jong Un signed a strategic partnership agreement in 2024, pledging mutual aid if either country faces aggression.

Kim has sent thousands of troops and huge supplies of weapons to support Putin’s full-scale invasion of Ukraine. Some experts say the engagement with Moscow is helping improve North Korea’s military capabilities, and Zelenskyy said the battlefield experience would help Pyongyang menace other countries in its region.

Ukraine says Russia is scaling up its production of ballistic missiles, aiming to exploit Kyiv’s critical shortage of Patriot air defense interceptors that can stop them, and claims Moscow is preparing to recruit more troops for a new push on the front line that stretches 1,250 kilometers (775 miles) along eastern and southern Ukraine.

“Every step Russia takes — increasing ballistic missile production, bringing in North Korean equipment, preparing for mobilization — all of this shows that Moscow is preparing not for peace, but for escalation,” Zelenskyy said on social media.

U.S.-led diplomatic efforts to stop the war have fizzled as Washington grew frustrated with the lack of progress and its attention turned to the Iran war.

“The Kremlin will not enter serious negotiations or make meaningful compromises on its demands as long as Putin believes that he has a viable military path to achieving his full objectives,” the Institute for the Study of War, a Washington-based think tank, said in an analysis Monday.

“Ukraine’s Patriot shortages offer Russia an opportunity to cause very serious damage to Ukraine over the coming winter and will therefore contribute to delaying meaningful negotiations and protracting the war,” it said.

Russian forces also struck parts of the Ukrainian capital, Kyiv, overnight, according to officials. One strike hit the grounds of a children’s hospital, leaving two craters and shattering windows, the State Emergency Service said. Children and medical workers were in bomb shelters and nobody was hurt, it added.

At another location in Kyiv, a Russian strike started a fire in a warehouse that spread across about 1,200 square meters (nearly 13,000 square feet), according to emergency officials.

The Russian Defense Ministry said its forces overnight struck “military industrial facilities and transport and logistics centers” in Kyiv and Zaporizhzhia with “ground-based precision weapons.”

It said in a statement that it hit civilian storage facilities housing drones in Kyiv and a metallurgical plant in Zaporizhzhia.

Russia targeted both cities with Zircon anti-ship missiles and Iskander ballistic missiles, while launching 120 long-range strike drones across the country, Ukraine’s air force said.

Meanwhile, the Russian Defense Ministry said its air defenses overnight intercepted nearly 400 Ukrainian drones over 14 regions and Crimea, the peninsula that Moscow illegally annexed from Kyiv in 2014.

Russia’s biggest online retailer, Wildberries, said in a statement its logistical facilities in the Voronezh region on the border with Ukraine came under attack and caught fire. It added that the fire was extinguished and goods stored there were “largely undamaged.”

Ukraine has repeatedly struck Wildberries warehouses and has also bombarded Russian oil facilities in what it says is a strategy to compel Putin to negotiate an end to the invasion.

Ukraine’s General Staff said its forces struck an oil refinery in the city of Orsk in Russia’s Orenburg region near the border with Kazakhstan, about 1,500 kilometers (930 miles) from Ukraine, causing a fire.

The refinery, with an annual processing capacity of about 44 million barrels of crude oil, produces gasoline, diesel and aviation fuel, among other products. The extent of the damage was being assessed, the military said.

Follow the AP’s coverage of the war in Ukraine at https://apnews.com/hub/russia-ukraine

Russian President Vladimir Putin speaks during a meeting at the Siberian Ring Source of Photons synchrotron radiation facility designed for multidisciplinary research in Koltsovo near Novosibirsk, Russia, Tuesday, Aug. 11, 2026. (Gavriil Grigorov, Sputnik, Kremlin Pool Photo via AP)

FILE - Ukraine's President Volodymyr Zelenskyy looks on during his meeting with U.S. President Donald Trump on the sidelines of the NATO summit in Ankara, Turkey, on July 8, 2026. (AP Photo/Alex Brandon, File)