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.

Start Your SearchSchedule a Call →

How It Works

Your Search, Step by Step

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

  1. 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 submit
    • No commitment
  2. 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.

    • IPC code precision
    • Plaintiff/defendant history
    • Deposition vs. trial role
    • Technical sub-specialization
    • Timeline constraints
  3. 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 track: litigation records, prior testimony, IPC codes, conflict history
    • 🤝 Human track: academia, industry leaders, referrals, professional networks
  4. 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. 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. 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.

    • NDAs
    • Engagement letters
    • Invoicing
    • Scheduling
    • Ongoing 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.

Start Your Search →Schedule a Call →