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ABOUT US
Expert Institute is the nation's leading expert consulting and insights platform, helping client law firms win more cases and increase their profitability. Established in 2010, Expert Institute has grown significantly to support over 5,000 of the best law firms nationwide, across all practice areas.
We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ, leveraging proprietary data and analytics, to give our client law firms a winning edge for everyone they represent
At Expert Institute, at our core, we provide exceptional tools and resources for trial attorneys. Trial attorneys who want the best outcome for their clients. Trial work is demanding and intense and so is the work we do every day at Expert Institute. We believe a winning spirit requires a relentless commitment to high performance and that we win as a team. And everyone on the team will do their best every day to ensure we win together.
That's a winning mindset. If you have it, we'd love to hear from you.
POSITION OVERVIEW Expert Institute is seeking a driven and detail-oriented Client Advisor to serve as a key liaison between our organization and trial attorney clients. In this role, you will play a critical part in shaping case strategies by providing expert witness selection and litigation consulting. This position is ideal for self-directed professionals who thrive in a fast-paced, technology-driven environment and excel in 1:1 client service, legal analysis, and project management. The workload is intense but rewarding, for the right professional.
KEY RESPONSIBILITIES
Client Consultation & Strategy
- Conduct comprehensive case intake discussions with trial attorneys to assess litigation strategies and expert witness needs.
- Analyze case details and develop customized expert search strategies that align with proposed legal arguments.
- Transform complex client requirements into actionable research initiatives that you will own to identify the most relevant experts.
Project & Case Management
- Oversee the full lifecycle of client engagements, ensuring smooth execution across multiple service lines.
- Monitor client usage and engagement throughout their contract term to maximize service value.
- Coordinate timely and high-quality expert recommendations, maintaining precision and efficiency in deliverables.
Relationship Development & Client Success
- Build and maintain trusted relationships with attorney clients, becoming a reliable resource throughout the litigation process.
- Present expert witness findings and strategic recommendations to key stakeholders.
- Proactively identify and address potential challenges, ensuring seamless service delivery.
Ability and confidence to thrive in a fast-paced, high-volume environment; and independently manage multiple projects.
Ability to thoughtfully and pursuasively speak on the phone, over video or in-person
Bachelor’s degree (B.A. or B.S.) preferred.
1-3 years of experience in client service, consulting, or a related field a huge plus.
Strong analytical and critical thinking skills with a meticulous attention to detail.
Excellent written and verbal communication skills.
Demonstrated problem-solving ability with a creative and strategic mindset.
Experience in legal, research, or professional services industries is a plus.
WHY JOIN EXPERT INSTITUTE? This is a unique opportunity to join a fast-growing, innovative organization at the intersection of law and expert consulting. You will work directly with leading attorneys on high-impact litigation, contributing to case success through your expertise and strategic insights.
All information provided will be kept confidential in accordance with EEO guidelines.
