Legal Client Advisor - Remote PST

SmartRecruiters, Inc.; Milwaukee (WI); Remote; USD 65,000 - 90,000; Full time

Job summary

Expert Institute in Milwaukee, WI is seeking a Client Advisor on the managed billing team to bridge between attorney-clients and our data-driven platform. You will influence case outcomes through expert witness selection, strategic consulting, and meticulous client service in a fast-paced tech-enabled environment.

The role combines legal analysis, project management, and proactive communication to ensure timely, high-quality deliverables while building trusted advisor relationships with clients

Qualifications

• Bachelor of Science or Bachelor of Arts degree.
• 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.

Responsibilities

• 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.
• Oversee end-to-end client engagements.
• Ensure timely delivery and exceptional quality of all deliverables.
• 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.

Skills

Attention to detail

Analytical thinking

Communication skills

Independent work

Education

Bachelor of Science or Bachelor of Arts

Job description

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.