🔥 13 hours ago
Own enterprise client relationships from onboarding through expansion, lead research engagements that turn strategic questions into actionable insights, and shape the playbooks and product feedback that scale client service.
Legal Client Advisor - Remote PST
🔥 12 hours ago
Client ServiceCase IntakeLegal AnalysisExpert Witness Research
📜 Description
- Lead case intake conversations with attorneys and analyze case theories.
- Develop targeted expert witness search strategies and translate legal needs into research parameters.
- Oversee client engagements from intake through delivery, ensuring timely, high-quality work.
- Build attorney-client relationships and present findings and recommendations to stakeholders.
- Proactively identify and resolve challenges throughout the litigation process.
🛠️ Requirements
- 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 preferred but not required
Full job description
Company Description
* MUST BE LOCATED in PST time zone
New grads encouraged to apply!
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.
Job Description
As a Client Advisor on the managed billing team, 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
- 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 preferred but not required
Additional Information
All your information will be kept confidential according to EEO guidelines.
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