Introducing Workspace for Experts - Streamlined Attorney + Expert Workflow

What you'll learn

Navigate and use the Expert IQ platform.

Collaborate securely with attorneys via Workspace.

Share and track documents with attorneys.

Set and manage your consulting rates.

Optimize your Expert IQ profile for opportunities.

Understand the process of expert witness retention.

Webinar Details

Expert Institute’s Implementation expert, Bette Needle, shares all the capabilities of Expert iQ’s Workspace—a brand-new feature designed to transform the way experts work with attorneys.

Intro: Walk through the Workspace environment and see how we’re improving the attorney + expert workflow.

Secure file sharing: See how easy it is to share files, documents, and evidence between attorneys and experts.

Activity tracking: Learn how activity logs keep everyone informed and your case moving forward.

Resource hub: Access essential legal resources such as W9s and sample agreements.

Date: Thursday, February 22nd, 2024

Who is this for:

Plaintiff attorneys

Trial teams

Expert witnesses

Plaintiff attorneys in medical malpractice

Legal nurse consultants

Plaintiff attorneys in personal injury cases

Content

Introduction and Objectives

3 Min

Expert Institute Overview

5 Min

Expert Retention Process Explained

6 Min

Expert IQ Platform Overview

5 Min

Profile Setup and Optimization

6 Min

Engagements and Case Tracking

5 Min

Workspace File Sharing Overview

7 Min

Billing and Payments via Workspace

5 Min

Security, Confidentiality, and Compliance

4 Min

Optimizing Case Selection

3 Min

Future Workspace Features Roadmap

3 Min

Audience Q&A

18 Min