Concierge
Have our team source, vet, check conflicts, and manage outreach until your expert is retained.
Concierge hands the whole search to our team — an unfamiliar discipline, a tight deadline, or a specialty that's hard to phrase. You describe the case, we source candidates, run outreach, check conflicts, and manage the process until an expert is retained.
Find it at Concierge in the sidebar, under Get an Expert.
Free to request. You're charged $2,000 per expert retained — nothing for the search itself, and nothing for candidates you don't retain.
#Requesting Concierge
Concierge orders are opened by our team, not submitted directly. Use the Request Full Concierge form (from the Concierge page's empty state, the dashboard's "Request an Expert" tile, or the pricing page). It walks you through four short steps:
- You — how to reach you, your firm, and anyone else who should get updates.
- The matter — matter name and number, case type, jurisdiction, court, and the parties (shared with experts only so they can check for conflicts).
- The expert — a case summary, expert requirements, type of expert, consulting or testifying, how many candidates you want, budget, and key dates.
- Review — check everything and submit.
Your request
Step 1 of 4
We follow up by phone or email to confirm the details, then place the order — you'll get an order-placed email with the order number and a link to its page. There's a target of 5 business days to first candidates, shown on the order page.
#Following an order
Each order shows a status timeline:
| Status | What it means |
|---|---|
| Placed | We've received it and are picking it up |
| Sourcing | Our team is actively finding candidates |
| Outreach | We're contacting candidates and checking availability and conflicts |
| Candidates ready | Vetted candidates are presented for your review |
| Retained | You've retained one of them |
Two more states sit outside the timeline: On hold (paused, we'll explain why in a message) and Closed — with an outcome of retained, no fit found, withdrawn, or expired.
CO-2031
- Placed
- Sourcing
- 3Outreach
- 4Candidates ready
- 5Retained
Your request
Reyes v. Summit Rail Corp.
Rail-yard collision case — need a structural/mechanical engineer to assess signal-system failure and coupling design. Deposition likely in November; trial not yet scheduled. Plaintiff-side, Cook County, IL.
Contacts
- Sofia Reyes
- Daniel Cole(colleague)
Concierge owner
Renee Castillo
#During outreach
While we're reaching out to candidates, your order page shows contacted/responded/cleared counts plus a coarse card per candidate — discipline, credential type, region, experience band, and side lean, without a name, photo, employer, or profile link. Tell us More like this or Not this type on any card (with an optional note) and we'll factor it into who we contact next. We may turn this preview off for sensitive matters; when it's off you'll still see the counts.
#Reviewing presented candidates
Once we present candidates, each card shows a profile link, availability, conflict status, hourly rates, earliest start date, the expert's own note, whether a CV is on file, and our recommendation. Three actions per candidate:
- Request intro — we connect you directly with the expert.
- Pass — decline with a reason, so we can keep refining the search.
- Retain — request retention. Staff confirm with the expert and raise the invoice as a separate step; nothing is billed automatically.
Dr. Naomi Fischer, PE
Board-certified structural engineer — 20+ yrs rail & bridge failure analysis
Testified in three similar rail-yard collision matters in the last two years.
"Happy to review the incident report and align on scope on a quick call."
#Staying in touch
Something wrong? Message the concierge team opens a direct conversation with whoever owns your order — shown in the side panel along with everyone on the order (add a colleague from your firm any time). If the candidates presented aren't right, use Request more candidates. If the case has resolved another way, Withdraw order closes it out.
#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