How to Automate ExpertClear

Testimony is a business with a filing cabinet behind it

ExpertClear is practice management software for expert witnesses and litigation consultants, and the person in front of it is running two jobs at once. The first is the one they trained for: a physician, an engineer, an economist, an accident reconstructionist. The second is a small business made entirely of engagements, and each engagement belongs to a law firm rather than to a client of the expert's own finding.

What the platform holds is the case: its metadata, its status, its due dates and its tags, moving through workflow steps the expert defines. Around that sit the hours, the expenses, the documents and the rate sheet the engagement was accepted on.

The company aims it at solo experts and growing practices, which is most of this market. An expert with a reputation is usually one person, an assistant on some days, and a calendar that other people fill in.

The retaining firm sets the dates and the expert absorbs them

The expert is the only party to the arrangement who does not control the schedule.

The deposition on the 3rd was moved to the 17th, and the notice reached a paralegal who forwarded it two days later. The records that were supposed to arrive in March landed last night as a link with four hundred files behind it and no note saying what is new. The supplemental production everyone agreed to has still not appeared, which means the report cannot be finished, which means the due date has become a conversation.

The money moves the same way. An invoice issued in April is somewhere inside a firm's accounts payable, ahead of nothing in particular. A retainer on another matter ran down a fortnight ago and nobody noticed, because noticing is a job somebody has to remember to do.

ExpertClear

One worklist of what never arrived The records promised in March, the transcript still outstanding and the exhibit set a version behind, gathered per engagement instead of per memory.

A moved deposition caught from the notice Dates checked against the latest thing the firm sent rather than the one written in the diary, so a change on Thursday is visible on Friday.

Aged invoices with the last word attached Every unpaid invoice ranked by matter and firm, each carrying the last thing anybody said about it, so following up takes a minute.

ExpertClear makes the time record defensible before anyone questions it

On the record-keeping side the platform is already doing the disciplined thing, and an expert still billing from a notebook should fix that before looking at anything else.

Cases are created and tracked through workflow steps the expert customises, carrying metadata, statuses, due dates and tags. Billable hours go on a built-in start and stop timer or are entered by hand, and each entry is tied to the workflow step it belongs to, which is what makes the record hold up when somebody questions it later. Expenses are captured by category with receipts attached, so travel, lodging and filing fees stay against the right case. Documents are uploaded and classified by type, from medical records and transcripts through to reports and evidence photos. Rate sheets carry separate categories for depositions, trial testimony and report writing, and the rates lock at case activation, so a matter running three years is billed on what was agreed at the start.

All of that records what the expert did and what the expert holds. None of it opens the firm's file transfer site, reads the amended notice that moved the deposition, or finds out where an invoice sits in somebody else's payables.

Records, dates and unpaid invoices can arrive already sorted

The retaining firm's side of an engagement can be checked without an email being sent to ask.

Case folders watched for what has actually landed, so a production dropped at seven in the evening is logged against the right engagement by morning rather than sitting unopened for a week. What is still missing turned into one worklist per case: the records that never came, the transcript that was promised, the exhibit set that is a version behind.

Deposition and report dates checked against the latest notice instead of the diary entry. Retainers read against billed time, so a balance running down becomes a note before the next block of work rather than an awkward email after it. Unpaid invoices aged by matter and by firm, each carrying the last thing anybody said about it. A new engagement request read the day it arrives, the parties and counsel set against every case in the practice, and a conflict-check note drafted for the expert to decide on.

Reading, gathering and drafting run unattended. No conflict is cleared, no report or invoice goes to counsel, and nothing is confirmed to a court until the expert has read it and said so.

The expert signs the report, and everything else can be prepared

The firm retained this expert and not another one, and the reason had nothing to do with how promptly the invoices go out.

WebRun is an AI agent that drives a real Chrome browser, signed in as you. It opens ExpertClear beside the firm's file transfer site, your calendar and the accounting system, reads what each one shows, and hands back the missing-records worklist, the aged invoice list or the conflict note already written.

It runs on your schedule in your own private environment, sessions are not shared between tools, and a workflow can be held to a named list of sites. You can watch a run and stop it.

Every workflow below is explicit about where it goes.