Professional Services · Matters

Expert Witness / Vendor Coordination

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

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

  1. Confirms availability and scheduling with the engaged expert/vendor, via the PMS's vendor engagement records.
  2. Tracks deliverable due dates and follows up ahead of the deadline.
  3. Coordinates payment/invoice processing for the vendor per the firm's approved process, written to the PMS.
  4. 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%