No More Guesswork in Expert Sourcing
A practical guide to evaluating expert sourcing partners. It helps you ask smarter questions and avoid generic services before committing to your next search .
Use it to sharpen your own sourcing - or guide a firm-wide vendor review
What Smart Firms Ask Before They Commit
You’re not just hiring a search vendor. You’re entrusting part of your case strategy.
This guide helps you:
- Ask the same questions top teams use to vet sourcing partners
- Avoid costly slowdowns, weak matches, and vague processes
- Understand what really happens behind the “expert shortlist”
Patexia often gets called into expert searches when timelines are tight and trust is critical. Working with leading firms across IP, life sciences, technology, and other complex cases has shown us what helps and what hurts.
This guide simply shares what we’ve learned, so you can hold any search partner—us included—to a higher standard.
This checklist gives you a clear edge when choosing an expert sourcing partner - whether it’s your first time working with one or you're re-evaluating after delays, poor matches, process fatigue, or just questioning your practice.
and protect your case later.
Get the
Expert Provider Vetting Guide
Get the
Expert Provider
Vetting Guide
Run through this checklist before you start your next search - or before you choose who helps you run it.
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What’s Inside
- Six expert sourcing criteria, with questions covering match quality, case-type experience, vetting process, speed, workflow model, and engagement terms
- Advanced follow-up questions to dig deeper
- Real-world context: why each factor counts, based on attorney workflows
- A one-pager summary of red flags to watch for in search partners
- All in practical format you can use to improve your process, or question your firm-wide vendor approach
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, tech domain overlap, and conflict signals to surface the right expert, and we do it fast using AI and IP litigation Big Data - so you’re never chasing the wrong lead.
“Every expert search firm sounds great at first. This guide helped us separate a sourcing partner from a CV-forwarding directory.”
IP Practice Group
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:
Before your next expert search, ask the right questions — of yourself or your search provider. It’s a simple step that can save time, cut stress, and protect your case.
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