Research Analyst - Managed Billing (p)

Sorry, this job was removed at 04:12 p.m. (CST) on Monday, Jul 14, 2025
Milwaukee, WI
Hybrid
Legal Tech • Professional Services • Software • Business Intelligence • Consulting
Leading the future of legal tech with AI-driven expert witness solutions and litigation intelligence.
The Role
Company Description

ABOUT US

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.

Job Description

ABOUT THE POSITION

This is a unique opportunity for those interested in building a career in a client-facing role or within the legal industry. Research Analysts are the foundation of Expert Institute’s Expert Search service- which is responsible for sourcing, screening and vetting expert witness candidates who will aid in the litigation needs of attorney clients. A valuable addition to a law firm’s workflow, Research Analysts act as consultants to provide the research and insight that clients need to make an informed, data-backed decision. This team plays a critical role in supporting engagements where revenue is generated through managed billing. Under this business model, our company manages all billing and invoicing between expert consultants and attorney clients.

On a daily basis, you will:

  • Receive and review invoices from different individuals (Experts) for accuracy and completeness, ensuring all required itemization is included.
  • Enter invoice data into Salesforce and generate corresponding client-facing invoices.
  • Send invoices to attorney clients and follow up as needed to ensure timely payment.
  • Maintain clear, consistent communication with both experts and attorneys via email and phone.
  • Manage follow-ups and clarifications related to invoice submissions, payments, and related documentation.
  • Provide exceptional customer service and maintain professionalism in all interactions.

No two projects are ever the same and the deliverables we provide our clients play a significant role in the outcomes of litigation. As a result, our Research Analysts must be insightful, pay close attention to detail, be great teammates, and strive to create an outstanding client experience.

Qualifications

Qualifications

  • Internship to 3+ years of relevant work experience
  • Bachelor’s degree preferred
  • A client-focused mindset, prior customer service experience is a plus
  • Excellent communication and active listening skills
  • Ability to learn complex material and multitask
  • Continuous self-learner and a competitive drive
  • Proven experience being a great teammate
  • Ability to work autonomously and achieve individual performance metrics
  • Computer literacy; comfortable using cloud-based solutions to manage day-to-day business (i.e. Salesforce)
  • Strong work ethic and a positive presence

Additional Information

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

What the Team is Saying

Austin
Nora
Chelsea
Meredith Kalberer
Celia
Bill
Jason

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The Company
Milwaukee, WI
185 Employees
Year Founded: 2011

What We Do

Expert Institute is the leading legal technology platform transforming the way attorneys navigate high-stakes litigation. Since 2010, we’ve been reimagining how law firms leverage expert witnesses, and legal intelligence—combining human expertise with cutting-edge AI to drive better outcomes, faster.

Through our proprietary Expert iQ platform, attorneys gain unmatched access to world-class subject matter experts, litigation intelligence, AI-powered medical record analysis, and precise future cost projections. Every insight, every expert, and every analysis is strategically tailored to give our clients the advantage they need.

Powered by a team of legal strategists, developers, and physicians, Expert Institute integrates technology and expertise to propel litigation teams ahead of the curve. From complex personal injury cases to nationwide mass torts, we deliver the intelligence attorneys need to outmaneuver the opposition and secure better results.

Headquartered in New York City, we partner with over 5,000 law firms nationwide—including Am Law 100 firms, top plaintiff practices, and boutique litigation teams. Attorneys rely on Expert Institute for precision, speed, and a decisive edge at every stage of litigation.

At Expert Institute, we aren’t just elevating cases—we're redefining the future of legal strategy.

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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