Research Engagement Coordinator

Posted Yesterday
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Milwaukee, WI
Hybrid
Entry level
Legal Tech • Professional Services • Software • Business Intelligence • Consulting
Expert Institute is a high growth start-up that has been disrupting the legal-tech space since 2010.
The Role
As a Research Engagement Coordinator, you will manage expert-attorney engagement processes, maintaining records, coordinating schedules, and building relationships with expert witnesses and attorney clients. You will ensure excellent client service through proactive communication and attention to detail while managing multiple engagements daily.
Summary Generated by Built In

Company Description

ABOUT US

Expert Institute is the nation's leading expert consulting and insights platform, helping client law firms win more cases and increase their profitability. Established in 2010, Expert Institute has grown significantly to support over 5,000 of the best law firms nationwide, across all areas of practice.

We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ, leveraging proprietary data and analytics, to give our client law firms a winning edge for everyone they represent
At Expert Institute, at our core, we provide exceptional tools and resources for trial attorneys. Trial attorneys who want the best outcome for their client. Trial work is demanding and intense and so is the work we do every day at Expert Institute. We believe a winning spirit requires a relentless commitment to high performance and that we win as a team. And everyone on the team will do their best every day to make sure we win together.
That's a winning mindset. If you have it, we'd love to hear from you.

Job Description

Location: Third Ward, Milwaukee, WI

About the Role:
We are seeking a highly motivated and detail-oriented Research Engagement Coordinator to join our team in Milwaukee. This entry-level role serves as the critical link between our expert network and attorney clients, ensuring seamless and successful expert-attorney partnerships. The ideal candidate is a proactive communicator, exceptional organizer, and natural relationship builder who thrives in a fast-paced environment.

Key Responsibilities:

  • Manage Expert-Attorney Engagements: Coordinate and oversee the full lifecycle of initial expert-attorney connections, handling approximately 15 engagements daily.
  • Relationship Management: Build and maintain strong relationships with expert witnesses and attorney clients through proactive, professional communication.
  • Scheduling & Coordination: Lead all scheduling logistics for expert-attorney consultations, ensuring seamless and timely interactions.
  • Comprehensive Documentation: Maintain accurate and detailed records of all engagements for internal tracking and reporting.
  • Multi-Channel Communication: Utilize phone, email, and text to effectively manage engagement processes and maintain strong relationships with all stakeholders.
  • Client Experience & Service Excellence: Drive positive client experiences by providing responsive, professional, and solution-oriented service.

Qualifications

  • Bachelor’s degree preferred (Bachelor of Science or Bachelor of Arts).
  • Proven track record of customer service excellence and client relationship management.
  •  
  • Strong organizational and time management skills with the ability to handle multiple engagements and competing priorities.
  • Demonstrated ability to work independently in fast-paced environments while maintaining high attention to detail.
  • Excellent written and verbal communication skills to interact effectively with clients and internal teams.
  • Experience managing multiple stakeholders and balancing competing priorities.
  • Background in relationship management, account coordination, or client service preferred.
  • Self-starter with an entrepreneurial mindset who thrives in dynamic, growth-oriented environments.

Additional Information

Why Join Us? This is a unique entry-level opportunity to join a fast-growing, innovative organization at the intersection of law and expert consulting. You will work directly with leading attorneys coordinating communications, and contributing to case success through your expertise and strategic insights.

  • Gain insider exposure to the legal industry and high-profile litigation.
  • Work in a dynamic, fast-paced environment where no two days are the same.
  • Be part of a team that values curiosity, innovation, and professional growth.
  • In addition to working with amazing people in a team-oriented culture, we offer staff development opportunities, and world-class benefits, including a 401(k) with a match, and free office lunches on Wednesdays and Fridays.

This role operates Monday–Friday, 9:00 AM – 6:00 PM CST.
If you’re looking for an engaging role that blends proactivity and client service, we’d love to hear from you!

All your information will be kept confidential according to EEO guidelines.

What the Team is Saying

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The Company
Milwaukee, WI
185 Employees
Hybrid Workplace
Year Founded: 2011

What We Do

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.

We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ. Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.

Our team is composed of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for the brightest talent to join our team.

Why Work With Us

Expert Institute is a team of born innovators making an impact on the legal-tech industry. We are focused on creating a truly fantastic culture with meaningful team values. Our employees are our greatest assets, and we believe in providing the support and guidance to help our employees grow, and position them for success throughout their career.

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Expert Institute Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Milwaukee, WI
New York, NY
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