Expert Atlas is Exlitem's research product. You name an expert — one you're considering retaining, or one on the other side — and our analysts compile a sourced, verified record of their litigation history, credentials, and credibility risks. Every finding cites the filing, order, or transcript it came from.

Find it at Expert Atlas in the sidebar (G E). If you don't see it, Atlas isn't enabled on your account — the page reads "Expert Atlas isn't available" and you'll need to contact [email protected].

#What you can order

Your screening always credits toward the report, so a full dossier costs $1,900 after a screening and a discounted one $900.

Why start with a screening? If the file turns out to be thin, we tell you and you can stop at $100 rather than pay $2,000 for a hollow dossier.

Reports are typically ready in five business days. We email you and post a notification the moment one lands.

Prices shown in the app are always the live ones. If your firm has a negotiated rate card, that's what you'll see — the figures above are the standard list. Viewers and Restricted Viewers don't see prices at all, so order buttons and cost columns appear blank or hidden for them.

#Ordering research

#On an expert we already have

Start typing their name into the hub's Order research on an expert search box. As you type, a dropdown shows the top four matches — pick one to open their Atlas view. Press Enter, or click See all N results →, and the full match list opens as a panel directly under the hero, paged and left in place until you Clear search, so you can work through a long list without losing the orders board below it. That board is never narrowed by an expert lookup: to find something you've already ordered, use the separate Filter orders… box above the table.

You can also reach an expert's Atlas view from the Background research action on a search result card. Either way, what you see depends on what already exists:

• Nothing yet — a summary of what an Expert Atlas Report contains, a locked table of contents, and a Run preliminary screening button.
• Your firm already has data — the snapshot is shown, with options to refresh the screening or order the full report.
• The last screening found nothing — a refresh re-checks every database for anything new.
• Another firm already has a delivered report — you can buy instant access to it at full price rather than waiting five days for one to be built.

#On an expert who isn't in the directory

If your search comes up empty, the dropdown offers "Can't find them? Request research on …". Our analysts will locate the person and prepare a full report.

The request form asks for:

• Expert name, discipline, country, state, and city — all required, so we research the right person
• CV (optional) — PDF, DOC or DOCX up to 10MB
• Notes (optional, up to 500 characters) — specific cases, prior testimony, anything else that helps

#Paying

Two payment modes, depending on your firm's arrangement:

• Card on file — the confirm button reads "Pay $X & order report" and charges immediately. If there's no card on file, ordering is blocked with an inline prompt rather than a declined charge.
• Post-paid — the button reads "Place order — invoiced monthly" and the total is added to your firm's monthly invoice.

If a charge fails, nothing is ordered and nothing is charged — the sheet says so plainly and lets you retry.

#Matter and claim numbers on orders

Some firms need every research order tagged with a claim number, matter number, or similar reference for billing. If yours is one of them, those fields appear on every order surface — the purchase sheet, the request form, and the monitoring dialog — and must be completed before the order goes through.

• The fields, their labels, their format rules, and whether each is required are configured for your firm by Exlitem. To change them, contact support.
• Recently used chips let you re-apply a combination you've entered before in one click.
• Each configured field also becomes a column on the orders table and a filter in the toolbar.
• You can correct the values on an existing order from the orders table without re-ordering anything.

#Tracking your orders

The Your orders board lists every order your firm has placed, in two states: In research and Completed. Narrow the list with:

A Clear (N) button appears as soon as anything is filtered, with the count of active filters.

Sorting spans your entire order history, not just the page you're looking at — for Ordered and Status the server does the sort, so it's correct across every page. Expert, Kind, Ordered by, Price, and any custom-reference column can only be sorted within the loaded page; when that's the case (and only once your results span more than one page) a note under the table says so and points you to Ordered or Status for a full-set sort.

#Putting an order on a matter

The Matter column on each report row is where you attach a report to one of your matters, so it shows up on that matter's Atlas Research tab.

• Click the cell to pick a matter from the list, or choose Add a new matter to create one on the spot. The cell then shows the matter — by its claim/matter numbers if your firm uses them, otherwise by the matter's name — with a checkmark beside the current matter whenever you reopen the list.
• To move a report, click the cell again and pick a different matter.
• To take a report off its matter entirely, choose Remove from matter at the bottom of the list. The cell returns to Unassigned.
• You can do all of this on your own orders. Firm admins can also do it on a colleague's.

Preliminary screenings show their matter but can't be changed from this cell.

#If you're a Restricted Viewer

The hub is framed around what has been shared with you rather than what the firm has ordered:

• A Your matters card lists every matter you've been given access to, with the date it was granted. Click one to narrow the board to that matter. Until someone adds you to a matter, it reads "No matters yet".
• The board is headed Shared with you instead of Your orders, and holds only the reports shared with you directly plus everything on your matters. When nothing has been shared yet it says so — "Nothing has been shared with you yet" — rather than implying the firm has no orders.
• The Scope options that imply firm-wide visibility aren't offered.

#Reading a dossier

A delivered report opens as a full-screen dossier with its own navigation: four categories — Overview, Litigation Activity, Professional, and Risk & Credibility — holding 38 sections between them.

Things worth knowing:

• Co-pilot — ask questions about the expert in plain English and get answers with inline citations you can click straight through to the source case, document, and exact passage. It suggests questions tailored to whichever section you're in.
• Bookmarks — star anything, then use the topbar toggle to filter the whole dossier down to what you've marked.
• Search — searches cases, documents, and profile content together; results deep-link to the exact page and passage.
• Case detail — clicking a case opens a drawer with its parties, documents, and passages side by side. Documents link out to LexisNexis and Docket Alarm, where you can open the full record with your own subscription.
• Each dossier carries a Delivered date so you always know how current it is.
• If a dossier's header ever fails to load — a network drop, a server error — you'll see a "Couldn't load this dossier" notice with a Retry button rather than a skeleton that never resolves.

#Trusting a Co-pilot answer

Co-pilot cites its sources inline, but not every citation carries the same weight, and not every answer is complete. Rather than presenting everything with the same confidence, it flags what's uncertain:

• Citation markers are amber by default. If a quoted excerpt couldn't be verified against the source document, or had to be re-grounded after the model's own quote didn't match, the marker turns muted and is labelled Unverified or Re-grounded — hover it (or open the citation) to see why.
• Answer-quality caveats appear under the answer itself when relevant: the response was cut off by the model's length limit, some documents weren't searchable, no citation could be verified at all, or the answer was reconciled against the case ledger.
• A model-reported confidence percentage may appear alongside those caveats — this is the model's own self-assessment, not a system-verified score, and is labelled as such.

Dr. Miller has testified in 14 matters1, one of which was excluded under Daubert2.

Some documents were not searchable for this answerModel-reported confidence: 72%

Unverified

Re-grounded

#Stopping, retrying, and read-only chats

• While Co-pilot is composing an answer, the Send button becomes a Stop button. Stopping keeps whatever has streamed so far — it doesn't discard the partial answer.

Idle

Streaming

• A turn that fails to complete can be retried from its error note, which re-asks the same question.
• Opening a chat you don't own — a colleague's shared link, or one of your own chats you've since archived — puts the panel in read-only mode: the composer is replaced by a banner, and the chat header carries a Shared or Archived pill so you know which.

SharedA colleague's chat

ArchivedYour own, archived

• If your chat list itself fails to load, you'll see a Retry control in its place instead of a misleading "No chats yet."

Couldn't load your chats.

Retry

Couldn't load this dossier

Something went wrong loading this section. Please try again.

Retry

#Sharing a report

Reports are billed to the firm and visible to your team by default. Beyond that, the Share menu on an order row offers three things:

• Share with a colleague — opens as its own dialog, pick teammates from a checkbox list. The report gets highlighted for them. Colleagues who can already see it show up checked and locked, with the reason beside their name — Sees all firm research for a firm-wide role, or Sees this via matter access for someone holding a grant on the report's matter — so you never create a redundant share.
  • Not in your firm yet? — Org Admins also get an email box under the list, for someone who isn't a firm member. Enter their email and pick the role they'll join as. It defaults to Restricted Viewer: they get an email to join your firm, and once they accept they see this report — nothing else. Pick a firm-wide role (Org Admin, Member, or Viewer) and the invitation still goes out, but that role already sees all firm research, so the share itself adds nothing for them. Roles are explained in Expert Atlas: Team Roles & Setup.
  • Revoking the last direct share — uncheck everyone (with no invite typed) and Share stays enabled, because removing the last remaining share is itself a real change to submit. Confirming shows "Removed all direct shares on this report." rather than leaving you guessing whether anything happened.

• Share externally by email — we email a secure, read-only link to an address you specify. The link expires after one year and can be revoked at any time. There's no copyable URL: delivery is email-only, so the link goes exactly where you sent it.
• Manage share links — every external link ever sent for the report, each with its status (Active, Expired, or Revoked), when it was sent and when it expires, and view history. Resend rotates the link and re-emails the same recipient; Revoke cuts off access immediately after a second, confirming click.

Org Admins can share any order; members can share their own.

If your firm has uploaded a logo (Settings tab of the Organization Console), it appears beside the Exlitem wordmark on the page an external recipient opens — co-branded, not a replacement, so the Exlitem name that tells them the link is genuine still always shows:

Once a report has been shared, its row carries a Shared · N pill — the number of colleagues it's been shared with directly, with their names on hover. The pill is shown only to the people who can share that report (whoever ordered it, and Org Admins). Colleagues who merely hold a share, and Restricted Viewers, don't see who else has it.

To give someone everything on a matter — including reports ordered later — grant them matter access from the matter's Access tab instead of sharing report by report.

#Monitoring an expert

Once a report is delivered or a screening is complete, a Monitor this expert — $X/mo button appears. Monitoring watches for the expert's new cases and case activity and shows what's changed since your report.

Before it starts, the confirmation spells out the three things that matter:

• The month's fee is charged now, in full — not prorated.
• It renews on the 1st of each month.
• You can cancel any time; monitoring runs to the end of the month you cancel in and stops billing after that.

#What monitoring shows

The Monitoring section inside the dossier gives you:

• New since your report — everything found since the report was delivered
• Cases found since monitoring started — new filings, each flagged unconfirmed until our researchers verify the expert is actually in that case
• Activity — the full timeline, with major events marked

Monitoring is a delta, not a backfill. Activating it doesn't re-pull the expert's existing caseload — the report you already bought is the authority on history. So a brand-new monitor showing nothing is normal and says so plainly: "As of today, nothing has been found involving this expert."

If every case being tracked closes, the section flags it — monitoring keeps running and keeps billing, so that's your prompt to decide whether to keep it on.

#Who's being monitored

The Monitored experts panel sits below the orders board on the hub and on the console Overview. It lists each expert, when monitoring started, the monthly cost, the matter it's booked to, who started it, and the last activity. Stop ends it at the end of the current month.

#How much you hear

The Following control sets your personal alert volume for one expert:

Not following and Mute are different states and are shown differently: the first means you never asked to hear about this expert, the second means you asked not to be told. A bulk "Follow all" never overwrites a deliberate mute.

Firm-wide defaults live in Settings → Monitoring alerts — see Account Settings. Turning off immediate alerts there silences immediate email for every expert, including any you've individually set to "All activity".

#What each role can do

See Expert Atlas: Team Roles & Setup for the full breakdown of what each of the four roles can do in Atlas, and how an Org Admin sets up and manages the team.

If your role can view Atlas but not order, a notice on the expert view explains why the order buttons aren't there.

#Related

• Matters & Expert Pipeline — the Atlas Research tab on a matter
• Firm & Team Management — roles, the Organization Console, and firm billing
• Account Settings — monitoring alert defaults