Client Advisor

Company Description

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.

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, we give plaintiff firms a winning edge.

About the Role

As a Client Advisor, you'll be a crucial link between Expert Institute and our attorney-clients, directly impacting case outcomes through expert witness selection and strategic consulting. This role combines legal analysis, client service, and project management in a fast-paced, technology-driven environment.

Key Responsibilities

Strategic Client Partnership

Lead comprehensive case intake conversations with attorneys

Analyze case theories and develop targeted expert witness search strategies

Translate complex legal needs into actionable research parameters

Project Management

Oversee end-to-end client engagements across multiple service lines

Track and monitor client usage across the extent of a client’s contract

Ensure timely delivery and exceptional quality of all deliverables

Relationship Management

Build and maintain strong relationships with attorney clients

Present findings and recommendations to key stakeholders

Proactively identify and resolve potential challenges

Serve as a trusted advisor throughout the litigation process

Qualifications:

Bachelor of Science or Bachelor of Arts

1-3 years of client or customer service experience

Exceptional attention to detail and commitment to accuracy

Strong analytical and critical thinking abilities

Demonstrated ability to work independently in a fast-paced environment

Outstanding written and verbal communication skills

Proven track record of meeting deadlines and managing multiple priorities

Natural problem-solver with a creative approach to challenges

Previous experience in legal, research, or professional services industries