The Expert Search Index page contains quick links to all of your Expert Searches: your custom requests for industry professionals....

Submit a new Expert Search via your Homepage, the Expert Search Index page, or an existing matter. You can also...

Navigate to any individual Expert Search to access: Overview & Expert Questions – Brush up on the summary and questions...

We always suggest scheduling a phone consultation with your preferred expert to discuss preliminary questions and determine if they are...

Have you completed your conference calls and are ready to retain an expert? Click Retain Expert to receive the expert’s...

Expert iQ is your exclusive expert witness management portal, powered by Expert Institute. Expert iQ brings all your casework with...

The Homepage is your launchpad for: Engagement Requests – Create a Matter to get started with your Strategic Research, Medical...

The Experts link in the left menu contains a summary view of all of the expert witnesses Expert Institute has...

Access your User Profile in the Admin section of your User Account Menu. Your User Profile contains your professional profile...

Select the Availability tab on your profile page to access your personal scheduling calendar. Mark your availability to speak with...

Need immediate troubleshooting assistance? Have suggestions to improve Expert iQ? Click Need Help in the resources section of your User...

The User Management page displays all users that are associated with the firm.  Users that have registered with Expert iQ...

The Medical Record Review Index page contains quick links to all of your Medical Record Reviews: on-demand case consultation with...

Submit a new Medical Record Review via your Dashboard, the Medical Record Review index page, or an existing matter. Use...

Navigate to any individual Medical Record Review to access: Overview, Theory, & Questions – Brush up on the Medical Record...

Once your Medical Record Reviewer has completed reviewing the case documentation, we’ll send you an email notification to log in...

The Challenge Study Index page contains quick links to all of your Challenge Study requests: overviews of an opposing expert’s...

Navigate to any individual Challenge Study to access: Challenged Expert Details – Brush up on the expert’s name and specialty....

Service Usage Reports allow you to easily view the engagements used by your firm. These reports can be generated directly...

Payment receipts can be generated directly via Expert iQ for any Engagement. Simply navigate to the Engagement details page, and...

If you have a large number of files to upload to a Medical Record Review, please compress files into a...

Disclaimer: This checklist is not meant to be exhaustive or limiting, but is meant to indicate where the physician’s initial...

The Matter Index page contains quick links to all of your Matters: master files organizing all Engagements. Use the Action...

Matters are used to organize all of your related Engagements under one umbrella.  Create a new matter to get started...

Navigate to the Matter details page to begin adding Engagement requests. As your Engagements progress, status and summary information for...

Organize existing Engagements by linking them to a Matter. Engagements that are not currently associated with a parent Matter can...

The Strategic Research Index page contains quick links to all of your Strategic Research requests: customized research reports on any...

Submit a new Strategic Research request via your Homepage, the Strategic Research Index page, or an existing matter. You can...

Navigate to any individual Strategic Research request to access: Overview & Theory – Brush up on the Strategic overview and...

Your quick reference list for terms used throughout the platform! Expert Radar – a core Expert Institute service, Radar compiles...

Take a quick tour of Expert iQ by watching a short video from our iQ onboarding specialist, Bette Needle

Streamline your Payment Receipt process with Batch Payment Receipts. Start by applying a filter for the receipts you would like...

With our annotation tool, you can find exactly what you’re looking for in seconds, highlight important phrases, add comments, or...

Access expert deposition and trial transcripts shared among the leading plaintiff law firms in Expert iQ. Simply upload your transcripts...

Expert Institute’s Medical Chronology service uses Natural Language Processing (NLP) to identify and organize the data according to the timeline...

Our Expert Radar service ensures you have the expert intel that matters — challenges, litigation activity, social media posts, and...

Workspace is your secure and collaborative area to connect with your retained expert. Seamless file sharing: Centralize your document sharing...

Our Expert Radar bookmarking and printing features enable you to efficiently save records for future reference, share them with colleagues,...