Navigate to any individual Expert Search to access:
- Overview & Expert Questions – Brush up on the summary and questions for experts.
- Researcher Contact Details – Don’t hesitate to contact your Case Researcher with any questions about your Expert Search.
- Shared Expert Profiles – Review your experts’ initial feedback, qualifications, CVs, and fee schedules.
- Expert Search Files – Documents can be attached to Expert Searches for record-keeping purposes. Please note that this is for your records only. At this time, Expert Institute does not share client documentation with any experts we have shared with you.
The Actions menu contains options to manage your Expert Search details, download the intake form for your records, and generate a payment receipt.
Experts Shared – What’s Next?
Once we’ve sourced the perfect batch of experts, we’ll send you an email notification to log in to Expert iQ and review their profiles.
Once you’ve reviewed each expert, it’s time to choose how you’d like to proceed.
- Schedule A Call – Our suggested next step is to always schedule a phone consultation with your preferred expert to discuss preliminary questions and determine if they are a good fit for your case.
- Retain Expert – Selecting this option notifies our research team that you want to retain the expert immediately. Upon receiving this notification, we’ll send you the expert’s full contact details and CV so you can begin working with them directly.