Your quick reference list for terms used throughout the platform!
Expert Radar – a core Expert Institute service, Radar compiles every aspect of an expert’s legal and professional history—from depositions and challenges to publications, disciplinary actions, and even social media—into one interactive, searchable profile
Engagement – a requested service from Expert Institute (Expert Search, Medical Record Review, Strategic Research, Expert Radar) that uses a credit
Expert iQ – a proprietary expert witness management portal from Expert Institute, through the portal, clients may submit service requests, manage ongoing Engagements, and schedule conference calls with expert candidates
Expert Search – a core Expert Institute service, a custom-designed search for an expert witness leveraging both our internal database of 3,000,000 experts and organic outreach for every search
Matter – a primary file that houses all related Engagements, an organizational structure to keep related casework grouped within the platform
Medical Record Review – a core Expert Institute service, a case review with a member of our in-house medical team
Medical Chronology – a core Expert Institute service, distilling thousands of medical records into an easy-to-navigate summary with links to original documents
Partnership Program – a subscription-based model for firms to engage Expert Institute’s services offering personalized support and flexible billing
Payment Receipt – downloadable receipts for individual services to facilitate firms’ billing back to clients to recoup costs, this is accessible through the Account Activity feature in Expert iQ
Service Usage Report – a downloadable report outlining your firm’s usage of Expert Institute services to date accessible by designated Expert iQ users, this is accessible through the Account Activity feature in Expert iQ
Strategic Research – a core Expert Institute service, a custom, thoroughly cited research report on any drug, product, or presentation, compiled by a member of our medical team