Job Description

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.

Qualifications

• 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.

Additional Information

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.