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For Attorneys

Our Process — How Patexia Connect Works

From your first case brief to a fully onboarded expert, Patexia Connect handles every step. Here's exactly what happens — and when.

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How It Works

Your Search, Step by Step

No guesswork. No waiting. Just a clear, managed process from day one.

1
Step 1 · Minutes

Submit a Case Brief

Use our short request form to tell us the case type, technical area, deadline, and any specific requirements — prior testimony history, plaintiff or defendant side, geographic constraints. No lengthy intake process. We start working the moment you submit.

Free to submitNo commitment
2
Step 2 · Within Hours

Our Team Reviews & Aligns

A Patexia sourcing specialist reviews your brief and may schedule a short 15-minute intake call to align on nuances — specific journal-level expertise, deposition versus trial experience, budget constraints. This is a real person who will own your search from here.

What we clarify: IPC code precision, plaintiff/defendant history, deposition vs. trial role, technical sub-specialization, timeline constraints.
3
Step 3 · 24–72 Hours

Data Search + Human Sourcing

We run a two-track search. First, our proprietary IP litigation database — built from district court, PTAB, ITC, and CAFC records — surfaces candidates with verified testimony history and IPC-matched expertise. Second, our team conducts a targeted broader search across academic institutions and industry to find experts who may not appear in court records but are ideal for your case.

📊 Data TrackLitigation records, prior testimony, IPC codes, conflict history
🤝 Human TrackAcademia, industry leaders, referrals, professional networks
4
Step 4 · Before Delivery

Conflict Check & Pre-Screening

Every candidate is manually checked for conflicts — opposing party ties, prior representation of related entities, industry overlap with defendants or plaintiffs. We also confirm availability, willingness to engage, and rate alignment before a single profile reaches you. You only see candidates who are ready.

5
Step 5 · Delivery

You Receive 2+ Vetted Candidate Profiles

We deliver a curated shortlist — typically 2 to 4 candidates — with a summary of each person's relevant experience, prior testimony history, conflict-clear status, and rate. No noise, no 40-resume dumps. Each profile is personally endorsed by your sourcing specialist, who can walk you through trade-offs between candidates.

6
Step 6 · Engagement

We Handle Everything Else

Once you select a candidate, Patexia manages the full engagement lifecycle: intro call coordination, NDA execution, engagement letter, billing, invoicing, and ongoing support. Your expert works with you; we handle the administration so nothing falls through the cracks.

NDAsEngagement lettersInvoicingSchedulingOngoing support
Why It Works

What Makes Our Process Different

Most expert search firms are directories with a phone attached. We're a managed sourcing service powered by real litigation intelligence.

🎯

Case-Specific, Not Keyword-Matched

Every search is tailored. We look at the actual litigation — the patent, the technology, the opposing parties — before touching a database.

Speed Without Compromise

We typically deliver in 24–72 hours because our data infrastructure eliminates the research phase — our team starts at vetting, not discovery.

🤝

One Team, Full Lifecycle

Your sourcing specialist stays with your matter from intake through invoice — no handoffs, no dropped context, no starting over.

Ready to Start a Search?

Submit a case brief in 5 minutes. 2+ conflict-checked, pre-vetted candidates in 24–72 hours — no cost to search.

Request an Expert →