No More Guesswork in Expert Sourcing
A fast, practical guide to avoid bad expert picks
Conflicts, exclusions, weak testimony — risks surface late. This checklist shows what seasoned litigators check upfront, so you can move faster, catch warnings early, and protect client trust.
Modeled on Your Workflow
Most last-minute scrambles come from issues that could’ve been checked earlier.
We built this guide around the same diligence steps attorneys use every day: quick questions, direct checks, and documented diligence you can run before partner review.
This guide helps you:
- Spot conflicts before partner review
- Catch Daubert history early
- Avoid experts who can’t hold up under cross
- Test for clear, courtroom-ready communication
Use it before your next search or shortlist review.
At Patexia, we’ve helped IP and litigation teams vet hundreds of experts across venues. Too often, late-discovered conflicts or weak testimony created case risk.
This guide is built from attorney workflows + Connect’s data-backed sourcing process designed to give associates and case leads a safety net, and partners more confidence in their experts.
Get the Expert Red Flag Checklist
Use this checklist to see what litigators check first, so you move quicker, catch risks early, and protect client trust.
No spam. Your data is safe with us. Unsubscribe anytime.
What’s Inside
- 7 red flag areas every litigator checks upfront
- Fast ways to spot conflicts and Daubert history
- How to confirm courtroom readiness and writing clarity
- Tips to avoid billing disputes and missed deadlines
- IP Agent queries to speed up expert vetting
- Reusable checklist format — for individuals or firm-wide
It’s practical, fast, and built to save you from defending an avoidable mistake.
Trusted by U.S. law firms that litigate to win
Trusted by U.S. law firms
that litigate to win
We analyze case history, courtroom testimony, industry standards, financial records, and scientific expertise, plus conflict signals to surface the right expert fast using AI and litigation Big Data. So you’re never chasing the wrong lead.
“We shaved days off our expert vetting and avoided conflicts we would have missed.”
Am Law 100 Litigation Practice
Need help
on your current case?
Patexia Connect helps IP teams move faster - without compromising on fit.
We're here if you want to:
before you go:
Use this checklist once — and you’ll never run a search without it again.
Smart Data-Backed Expert Search Platform that Saves Your Time