# Expert Witness / Vendor Coordination — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Expert Witness / Vendor Coordination

Coordinate scheduling and logistics with experts, appraisers, or other third-party vendors.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Confirms availability and scheduling with the engaged expert/vendor, via the PMS's vendor engagement records.

Tracks deliverable due dates and follows up ahead of the deadline.

Coordinates payment/invoice processing for the vendor per the firm's approved process, written to the PMS.

Flags any delay risk to the assigned professional immediately.

## Data sources

Practice management vendor/expert engagement records

## What it targets

Vendor deliverables tracked with proactive follow-up Target 95%

Vendor-caused matter delays Target -30%
