Expert Witness & Litigation Support Planner

Streamline your expert witness and litigation support operations

A robust expert witness management software that coordinates schedules, secures document sharing, tracks time accurately, and ensures compliance. Perfect for legal consulting firms seeking efficient case handling and enhanced outcomes.

Trusted by legal consulting firms worldwide
Expert witness management platform dashboard preview

The Core Problem

Small to mid-sized legal consulting firms face challenges in coordinating expert witness schedules, leading to potential conflicts and inefficiencies. This platform streamlines scheduling, ensures secure document sharing, and enhances case preparation to maintain compliance, improve outcomes, and optimize operations.

  • Scheduling conflicts leading to expert disqualifications
  • Insecure document exchanges risking compliance breaches
  • Untracked time resulting in billing inaccuracies
  • Delayed client updates causing case inefficiencies

Outcome

A self-hosted platform that coordinates expert engagements, secures data, and tracks activities for compliant, efficient litigation support.

Designed for Every Role

Manager (Admin)

Oversees all engagements, billing, compliance, and team activities with detailed dashboards for real-time insights and control.

Expert

Accesses assigned schedules, preparation checklists, documents, and notifications to deliver effective testimony and manage tasks efficiently.

Client (Lawyer)

Submits service requests, views case updates, accesses secure documents, and communicates through a dedicated portal for transparency.

Manager Dashboard

Access intuitive tools for comprehensive oversight, tailored for efficient management of expert witness and litigation support activities.

  • Engagement overview with status filters and color-coded indicators for quick assessments
  • Conflict calendar displaying expert schedules and highlighting potential overlaps
  • Document feed showing recent uploads with detailed access logs for oversight
  • Time analytics charts tracking billable hours, unbilled time, and associated expenses
  • Secure messaging hub for all communications, with compliance flagging features
  • Compliance tracker generating exportable reports on secure actions and logs
  • Alerts feed notifying of conflicts, new uploads, requests, and disputes
  • Activity log providing real-time updates on all case-related actions and changes
Expert witness management dashboard preview

Standard Plan

Essential features for managing expert witnesses, scheduling, document security, and compliance in litigation support.

Expert Profile Management

Included

Maintain comprehensive profiles for experts including qualifications, specialties, and certifications.

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Conflict Calendar

Included

Detect and prevent scheduling overlaps for expert engagements and key dates.

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Case Assignment

Included

Match experts to cases based on specialty and availability with validation checks.

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Secure Document Sharing

Included

Upload and distribute encrypted case files with controlled access for relevant parties.

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Preparation Checklist

Included

Create customizable checklists to guide experts through case preparation steps.

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Time Tracking

Included

Log billable hours and expenses with approval workflows for accurate billing.

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Progress Updates

Included

Share real-time status changes on cases visible to clients and team members.

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Billing & Invoicing

Included

Generate invoices automatically from approved time logs and track payments.

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Dispute Resolution Log

Included

Document and manage case disputes with assignment and resolution tracking.

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Compliance Reports

Included

Produce exportable reports on access logs, communications, and activities for audits.

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Reminder System

Included

Schedule automated alerts for deadlines, depositions, and preparation tasks.

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Activity Log

Included

Maintain a secure audit trail of all actions with timestamps and user details.

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Secure Two-Way Messaging

Included

Enable compliant communication threads within the portal for all roles.

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Client Request Portal

Included

Allow clients to submit service requests with attachments for efficient intake.

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Basic Analytics

Included

View summaries of case volumes, billable hours, and trends with export capabilities.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited engagements
  • Email notifications + ICS
  • Role-based access
  • Client portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and insights.

Automated Follow-Up Campaigns

$25

Re-engage clients with automated email sequences after case completion.

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Advanced Analytics Dashboard

$28

Access in-depth charts on revenue, expert performance, and case trends.

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Document Version Control

$22

Track and manage revisions of case documents with approval workflows.

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E-Signature for Documents

$24

Facilitate digital signing of contracts and documents within the portal.

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Multi-Language Support

$20

Provide portal translations for global clients to enhance accessibility.

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Smart Waitlist Management

$21

Prioritize and manage expert assignments during high-demand periods.

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Payment Gateway Integration

$23

Enable secure online payments for invoices directly in the portal.

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Case Priority Tagging

$20

Flag urgent cases for prioritized handling and reminders.

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Client Feedback System

$22

Gather post-case ratings and comments for service improvement.

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Document Redaction Tool

$20

Redact sensitive information in documents before sharing.

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Case Notes Repository

$25

Store and search notes related to cases for quick reference.

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Automated Compliance Alerts

$21

Detect and notify of potential compliance issues in real-time.

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Voucher and Discount Sender

$20

Create and distribute discounts to encourage repeat engagements.

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Expert Performance Tracking

$22

Monitor expert metrics like completion rates and resolutions.

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Case Archiving System

$20

Securely archive closed cases with long-term retention and searchability.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily operations

$99
  • Expert Profile Management
  • Conflict Calendar
  • Case Assignment
  • Secure Document Sharing
  • Preparation Checklist
  • Time Tracking
  • Progress Updates
  • Billing & Invoicing

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Automated Follow-Up Campaigns
  • Advanced Analytics Dashboard
  • Document Version Control
  • E-Signature for Documents
  • Multi-Language Support
  • Smart Waitlist Management
  • Payment Gateway Integration
  • Case Priority Tagging

What Legal Firms Are Saying

“Expert scheduling conflicts are eliminated, and secure document sharing has transformed our operations.”

— John, Legal Consultant

“Case assignments and compliance tracking are now seamless, saving us significant time.”

— Emily, Firm Manager

“Preparation checklists and real-time updates ensure I'm always ready for testimony.”

— Michael, Expert Witness

Ready to optimize your expert witness management?

Begin with the Standard Plan and enhance with add-ons for superior litigation support.