Expert Atlas

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].

Screenshot

The Expert Atlas hub. At the top, a dark charcoal 'Order research on an expert' hero with a search field and three facts beneath it: 'From $2000 per expert', 'Delivered in 5 business days', 'Billed to firm · shared with your team'. Below the hero, a filter toolbar with dropdowns for status, scope, matter, orderer and date range, then a table of orders showing Expert, Status, Matter, Ordered by, Ordered, and Spent columns.

#What you can order

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

Why start with a preview? 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

Search for them in the hub's Order research on an expert hero, or open their Atlas view directly. What you see depends on what already exists:

• Nothing yet — a summary of what an Atlas Report contains, a locked table of contents, and a Run Preview button.
• Your firm already has data — the snapshot is shown, with options to refresh the scan or order the full report.
• The last scan 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

#Ordering several experts at once

Any order surface has an Add to order button beside the pay-now button. Adding builds up a cart you check out in one go — useful when you're vetting a whole panel of experts on the same matter.

The cart holds one line per expert-and-product pair, each with its own matter details, since a single checkout legitimately spans several matters. At checkout:

• Every line must have its required details filled in — one incomplete line blocks the checkout, and the sheet tells you how many need attention.
• If a price changed while the item sat in your cart, that line is flagged and you'll be asked to remove it before continuing.
• Lines are committed individually. If some succeed and some need more information, the successful orders stand and the rest stay in the cart with their messages — one bad line never discards a sibling's order.

#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 cart, 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.

Screenshot

The Atlas purchase sheet sliding in from the right. Header reads 'Expert Atlas Report on Dr. Jane Miller'. Below it a 'Total today $2,000.00' panel, then two labelled inputs for Claim Number and Matter Number with a row of 'Recently used' chips above them, a payment method card showing a Visa ending in 4242, and a full-width 'Pay $2,000.00 & order report' button.

#Tracking your orders

The hub 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.

#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.

Screenshot

The Atlas dossier view. A left sidebar lists sections grouped under bold category headers. The main pane shows the Overview with an identity card, a risk donut, and litigation analytics charts. A topbar carries 'Back to Atlas', the expert name and current section, a 'Bookmarked' toggle with a count, and an amber 'Co-pilot' button. A docked chat panel on the right shows a cited answer with numbered citation pills.

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.

#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 two things:

• Share with a colleague — pick teammates from a checkbox list. The report gets highlighted for them.
• 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.

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

#Monitoring an expert

Once a report is delivered or a scan 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

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