Expert Institute
Expert Institute is a technology-enabled expert witness and medical record review platform serving U.S. law firms in personal injury, medical malpractice, mass tort, and commercial litigation through its Expert iQ platform and AI-powered Expert Radar and Medical Chronologies tools.
- Company typePrivate
- Founded2011
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Expert Institute does
Expert Institute is a New York-based technology platform that connects U.S. law firms with expert witnesses and provides physician-led medical record review services. Founded in 2011 and currently owned by Levine Leichtman Capital Partners (following a September 2024 acquisition from Spectrum Equity), the company serves plaintiff-side practices in personal injury, medical malpractice, mass tort, and commercial litigation through a four-pillar offering: custom Expert Witness Search (access to 1M+ vetted experts, starting at $3,500 per engagement), Medical Record Review (75+ on-staff physicians across 35+ specialties), Medical Chronologies (AI-powered summarization of medical records), and Expert Radar (AI-driven expert due diligence across litigation history, depositions, publications, and media).
The platform is built around Expert iQ, an attorney-expert collaboration workspace with secure file sharing, case management, and a transcript network, accessible both via direct enterprise sales and self-serve. AI capability is concentrated in two proprietary modules: Expert Radar, which applies machine learning and large language models to surface challenge history, bias, and credibility issues from unstructured legal text, and Medical Chronologies, which uses medical natural language processing to convert thousands of pages of records into searchable, hyperlinked timelines (reviewed by physicians for accuracy). The architecture supports HIPAA-compliant medical record handling and SOC 2 Type II information security.
Revenue is generated primarily through fee-for-service professional engagements billed as case costs, with custom pricing for ongoing partnerships and subscription tiers for high-volume firms. Distribution is dual-track: a sales-led enterprise field sales motion for complex, high-value matters (including 24-hour expedited services), and a self-serve product-led growth motion via Expert iQ. The customer base consists of thousands of distributed law firms rather than concentrated enterprise anchors. Strategic momentum is supported by ongoing PE sponsorship, the June 2025 acquisition of ExpertConnect Litigation Support, and active product extension into Mass Tort Accelerator and Life Care Planning services.
Expert Institute firmographics
Firmographics- Name
- Expert Institute
- Legal name
- Expert Institute
- Website
- https://expertinstitute.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Expert Institute is a technology-enabled expert witness and medical record review platform serving U.S. law firms in personal injury, medical malpractice, mass tort, and commercial litigation through its Expert iQ platform and AI-powered Expert Radar and Medical Chronologies tools.
- Ownership category
- akta.pro rank
Expert Institute industry classification
Industry- Product category
- Legal Services — Expert Witness and Medical Record Review
- NAICS
- All Other Legal Services (541199), Other Legal Services (54119), Court Reporting and Stenotype Services (561492)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Litigation Support & Expert Witness Services (BPAHALAG)
- akta.pro secondary industries
- eDiscovery, Litigation Support & Expert Witness Services (BPAKAHAD), Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG)
Keywords
Where Expert Institute is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Expert Institute business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Expert Witness Search Services: Custom expert witness search services for law firms, with pricing starting at $3,500 per search. Includes comprehensive candidate screening, initial case feedback from experts, introductory conference calls, and unrestricted consultation with retained experts.
- Medical Record Review Services: Physician-led medical record reviews and case evaluations for attorneys. Provides merit screening, case strategy development, and expert consultation across medical specialties.
- Medical Chronologies: AI-powered medical record summarization services billed on a per-page rate. Transforms thousands of pages of medical records into organized, searchable documents.
- Expert Radar Reports: AI-driven expert witness research reports delivered within 3-5 business days. Includes litigation history analysis, deposition transcripts, disciplinary actions, and 12 months of monitoring post-delivery.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Single Expert Witness Search - Starting at $3,500 |
| Usage-based | Pay-as-you-go | Expert Witness Fee Structure |
| Unit Pricing | Pay-as-you-go | Medical Chronologies - Per-page pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Expert Institute product offering
Product offeringCore offering
Expert Institute matches attorneys at U.S. law firms with vetted expert witnesses across 1M+ candidates, supports them with AI-powered due diligence on opposing experts and AI-generated medical record summaries, and delivers physician-led medical record review and Certificate of Merit filings. Its Expert iQ platform combines custom expert search, secure attorney-expert collaboration, and two AI modules (Expert Radar and Medical Chronologies) to accelerate case preparation for personal injury, medical malpractice, mass tort, and commercial litigation matters.
Product overview
Expert Institute operates as a modular legal technology platform centered on its Expert iQ platform, which serves as the unified workspace for attorneys to manage expert witness engagements. The core service offerings include Expert Witness Search (custom recruitment of vetted experts across all disciplines) and Medical Record Review (physician-led case evaluations with Certificate of Merit support). These are augmented by AI-powered modules: Expert Radar (AI-driven expert witness due diligence research with 12-month monitoring) and Medical Chronologies (AI-powered summarization of medical records into searchable timelines). Additional platform features include Case Management, Transcript Network, and specialized services such as Mass Tort Accelerator and Life Care Planning. The architecture follows a platform-plus-modules model where Expert iQ serves as the hub, with specialized AI and expert services delivered as integrated modules.
Differentiator
Problem solved
Functional benefit
Brands
- Expert iQ: Technology platform providing expert witness search, AI-driven expert research (Expert Radar), medical record review, and medical chronologies for law firms and legal professionals.
Products and services
- Expert Witness Search Custom expert witness recruitment service that matches attorneys with vetted expert witnesses across all industries, disciplines, and subject matter areas. Includes comprehensive candidate screening, written case feedback, complimentary conference calls with candidates, and unrestricted consultation once an expert is retained, with a 3-5 day standard turnaround and 24-hour expedited service available.
- Expert Radar AI-driven expert witness research tool that provides in-depth analysis of an expert's litigation history, deposition and trial transcripts, publications, certifications, disciplinary actions, news, media, and social media presence to identify conflicting testimony, potential biases, and questionable credentials for cross-examination and Daubert/Frye challenges. Includes 12 months of post-delivery monitoring.
- Medical Record Review On-demand physician consultation service providing comprehensive case evaluations, medical record analysis, and Certificate of Merit filings across 35+ medical specialties (delivered in 2-3 days) to inform litigation strategy and assess case merit. Powered by 75+ in-house physicians trained across medical disciplines and a HIPAA-compliant platform.
- Medical Chronologies AI-powered medical record summarization service that transforms thousands of pages of medical records into concise, hyperlinked, searchable, timeline-organized documents with categorized indexes for labs, vitals, imaging, and medications. Output is reviewed by physicians to ensure accuracy.
- Expert iQ Platform The central attorney-expert collaboration platform providing a unified workspace with secure file sharing, real-time activity tracking, case management, and a built-in resource hub for managing expert engagements across the legal services life cycle.
- Mass Tort Accelerator Service designed to accelerate plaintiff intake processes for mass tort litigation, providing case validation and expert solutions at scale for firms managing mass tort and class action matters.
- Life Care Planning Expert witness and consulting services for developing life care plans in personal injury and medical malpractice cases.
- Certificate of Merit Certificate of Merit service issued by board-certified physicians in 35+ medical specialties, delivered in 2-3 days and tailored to jurisdictional requirements for medical malpractice filings.
Quantifiable outcome
- $120B+ in class action and mass tort cases supported
- +7 more outcomes
Companies that use Expert Institute
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles4 records
Expert Institute technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature4 records
Expert Institute partnerships and signals
Strategic signalScale indicators15 records
Recent moves8 records
Expansion highlights5 records
Expert Institute competitors and assessment
Company assessmentDirect peers
- ForensisGroup: ForensisGroup provides expert witness referrals and consultation services primarily for plaintiff attorneys in personal injury, medical malpractice, and product liability matters. It is a close substitute to Expert Institute's custom search service for med-mal and PI firms.
- TASA (Technical Advisory Service for Attorneys): TASA is one of the longest-standing expert witness referral networks serving plaintiff and defense attorneys across the U.S. It competes head-on with Expert Institute in custom expert search, expert vetting, and multi-specialty coverage for personal injury, med-mal, and commercial litigation.
- JurisPro: JurisPro is an online expert witness directory and marketplace where attorneys search for experts by specialty and jurisdiction. It overlaps directly with Expert Institute's expert search offering, particularly for attorneys seeking self-serve expert discovery.
- Roundtable Group: Roundtable Group is an expert witness referral firm specializing in placing academic and industry experts for complex litigation, particularly IP and antitrust. It is a direct peer in custom expert search serving sophisticated plaintiff and defense practices.
- ALM Experts: ALM Experts (formerly Expert Witness Directory) is a major online directory and referral service for expert witnesses owned by ALM Media, the same publisher of legal industry rankings cited in Expert Institute's awards. It competes directly on attorney-facing expert search and marketing exposure for experts.
Broad incumbents
- Consilio: Consilio is a large eDiscovery and legal consulting services firm offering end-to-end litigation support to law firms and corporate legal departments. It is comparable to Expert Institute as a broad litigation-support services provider, though it does not specialize in expert witness matching.
- Thomson Reuters: Thomson Reuters (Westlaw, Practical Law, FindLaw) is a broad incumbent in legal research, practice tools, and attorney marketing services. It competes indirectly through legal research and AI-powered practice tools (CoCounsel) that increasingly overlap with Expert Institute's AI research and document summarization.
- LexisNexis: LexisNexis provides legal research, news, and public records with growing AI-driven analytics (Lexis+ AI, LexisNexis Protégé). It competes indirectly with Expert Institute on AI-powered legal research and investigator workflows and could expand into expert witness intelligence.
Emerging players
- HaystackID: HaystackID is a specialized eDiscovery and litigation support vendor with growing AI capabilities for document review and investigations. It is an adjacent peer given Expert Institute's expansion into AI-driven litigation intelligence and its recent acquisition of ExpertConnect Litigation Support.
- Casetext: Casetext (acquired by Thomson Reuters) provides AI-powered legal research including deposition and brief analysis. It overlaps with Expert Institute's AI litigation intelligence capabilities, especially in deposition transcript analysis historically delivered via Transcript Network.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Expert Institute social profiles
Digital presenceExpert Institute compliance and trust
Trust signalCompliance2 records
Expert Institute financial estimates
Financial estimateRevenue estimate
Valuation estimate
Expert Institute leadership team
Management profileNumber of profiles
Profiles15 records
Expert Institute subsidiaries and ownership
Company hierarchySubsidiaries1 record
Expert Institute funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Expert Institute M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Expert Institute
What does Expert Institute do?
Expert Institute matches attorneys at U.S. law firms with vetted expert witnesses across 1M+ candidates, supports them with AI-powered due diligence on opposing experts and AI-generated medical record summaries, and delivers physician-led medical record review and Certificate of Merit filings. Its Expert iQ platform combines custom expert search, secure attorney-expert collaboration, and two AI modules (Expert Radar and Medical Chronologies) to accelerate case preparation for personal injury, medical malpractice, mass tort, and commercial litigation matters.
Is Expert Institute a public or private company?
Expert Institute is a private company. It is classified as private equity controlled and is currently operating.
When was Expert Institute founded?
Expert Institute was founded in 2011. It employs 101 to 250 people.
Where is Expert Institute based?
Expert Institute is headquartered in New York, United States, in the North America region.
How does Expert Institute make money?
Four revenue lines are on record. Expert Witness Search Services are the primary driver. The others are medical Record Review Services, medical Chronologies and expert Radar Reports.
Who are Expert Institute's main competitors?
Direct peers on record are ForensisGroup, TASA (Technical Advisory Service for Attorneys), JurisPro, Roundtable Group and ALM Experts. Broad incumbents are Consilio, Thomson Reuters and LexisNexis. Emerging players are HaystackID and Casetext.
Does Expert Institute have an API?
No public API is recorded for Expert Institute.
What industry is Expert Institute in?
Expert Institute's product category is Legal Services — Expert Witness and Medical Record Review. Its primary akta.pro industry code is BPAHALAG, Litigation Support & Expert Witness Services, with a secondary code of BPAKAHAD, eDiscovery, Litigation Support & Expert Witness Services. Its NAICS code is 541199 and its SIC code is 8111.