Concierge Search
Hand the search to our team and get a curated expert shortlist within 48 hours.
When you'd rather not run the search yourself — an unfamiliar discipline, a tight deadline, or a specialty that's hard to phrase — Concierge hands it to our team. You describe the case, we source candidates, and you get a curated shortlist within 48 hours.
Find it at Concierge in the sidebar, under Communication.
Free to submit. A $500 success fee applies only if you retain an expert from the shortlist — nothing is charged for the search itself.
Screenshot
The Concierge Search page. Header reads 'Concierge Search' with the subtitle 'Get a curated expert shortlist — you only pay when you retain', and a 'New Request' button on the right. Below, a list of request cards each showing the specialty needed in bold, a coloured status badge (Sourcing, Shortlist Delivered), the case type and jurisdiction, and a line reading 'Submitted 3 days ago · 5 experts on shortlist'.
#Submitting a request
Click New Request and fill in what you need:
| Field | Required | Notes |
|---|---|---|
| Case Type | Yes | Medical Malpractice, Personal Injury, Intellectual Property, Construction, Employment, Environmental, Financial, Product Liability, or Other |
| Specialty Needed | Yes | Free text — e.g. "Orthopedic surgery", "Patent valuation" |
| Jurisdiction | No | State or court where the case is filed |
| Case Summary | Yes | At least 50 characters. The more specific, the better the shortlist |
| Timeline | No | Urgent (within 1 week), 2–4 weeks, 1–2 months, or No rush |
| Budget Range | No | Under $5,000, $5,000–$15,000, $15,000–$50,000, $50,000+, or Flexible |
| Additional Notes | No | Preferences, constraints, conflicts to avoid |
| Number of Experts | — | 3 or 5. Defaults to 3 |
One at a time. You can only have one active concierge request open. While a request is Submitted, Sourcing, or Shortlist Delivered, the New Request button is disabled and a banner explains why. Retain, complete, or cancel the current one first.
#Following a request
Each request has a status timeline running across the top of its detail page:
| Status | What it means |
|---|---|
| Submitted | We've received it and are picking it up |
| Sourcing | Our team is actively finding candidates |
| Shortlist Delivered | Your curated experts are ready to review |
| Retained | You've retained one of them |
| Completed | The engagement is closed out |
Two more statuses sit outside the timeline: Canceled (you withdrew it) and Expired.
While we're still sourcing, the page shows a plain waiting state — "We're finding the best experts for you" — rather than an empty shortlist. We notify you when it's ready.
#Reviewing the shortlist
Each expert on the shortlist shows their name, headline, specialties, state, hourly rate where we have it, and — most usefully — a Why recommended note explaining what made them a fit for your case specifically.
Screenshot
A concierge shortlist. Three expert cards stacked, each with a name in bold, a headline, specialty badges, a location and hourly rate row, a grey 'Why recommended:' panel with a short paragraph, and a 'Retain This Expert' button on the right. The first card is highlighted in amber with a purple 'Retained' badge.
#Retaining an expert
Retain This Expert appears on each card once the shortlist has been delivered. Confirming moves the request to Retained and marks that expert on the shortlist.
The $500 success fee is charged after the engagement begins — not at the moment you click. A banner on the request stays visible afterwards as a reminder.
#Canceling
You can cancel while a request is Submitted or Sourcing — once the shortlist has been delivered, the work is done and the cancel option goes away. Canceling can't be undone, but you're free to submit a fresh request afterwards.
#Related
- Searching for Experts — running the search yourself
- Expert Atlas — deep background research on a named expert
- Case Analysis — upload a court document and get matched experts