Expert Institute Tech Stack

AI-powered expert witness marketplace connecting law firms with specialists

Legal Services New York, NY 201–500 employees Founded 2010 Privately Held

Expert Institute operates a two-sided marketplace connecting law firms with expert witnesses, backed by a modern martech stack (Salesforce, HubSpot, Marketo, Braze, Customer.io) and active expansion across marketplace growth, marketing automation, and lifecycle journeys. The hiring mix leans heavily toward legal and sales roles, with ongoing focus on reducing administrative friction and scaling user acquisition — indicating a business navigating both marketplace depth (expert quality, firm relationships) and breadth (volume, engagement).

Tech Stack 14 technologies

Core StackSalesforce Customer.io HubSpot Marketo Braze Google Workspace Westlaw Bloomberg Law LexisNexis HTML CSS Liquid HTML/CSS SQL

What Expert Institute Is Building

◆Challenges

Drive utilization
Reducing administrative burden
Streamlining office operations
Seamless expert-attorney partnerships
Expanding two-sided marketplace
Grow user base
Optimizing marketing automation
Scaling marketing automation
Maintaining list hygiene
Improving engagement and conversion

▲Active Projects

Automated lifecycle journeys
Office event planning
Trade show logistics
Vendor management
Expanding two-sided marketplace
High-impact experiments
Email marketing campaigns
A/b testing program
Sales collateral development

Hiring Activity

Steady15 roles · 6 in 30d

Department

Legal

Sales

Marketing

Ops

Product

Research

Seniority

Junior

Senior

Director

Intern

Mid

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About Expert Institute

Expert Institute connects law firms with expert witnesses across multiple disciplines through a technology-enabled marketplace platform. Founded in 2010 and based in New York, the company serves mid-market and enterprise legal practices seeking to streamline expert identification and engagement for litigation. The platform is supported by integrations with major legal research tools (Westlaw, Bloomberg Law, LexisNexis) and a customer engagement stack spanning Salesforce, HubSpot, Marketo, and Braze. The organization is actively growing its expert directory and firm customer base while building operational infrastructure around marketing automation, event logistics, and vendor management.

HeadquartersNew York, NY

Company Size201–500 employees

Founded2010

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Expert Institute use?

Salesforce, Google Workspace, HubSpot, Marketo, Braze, Customer.io, plus integrations with Westlaw, Bloomberg Law, and LexisNexis for legal research workflows.

What is Expert Institute working on?

Expanding the two-sided marketplace, automating customer lifecycle journeys, scaling marketing automation and A/B testing programs, and optimizing operational workflows including trade show logistics and office events.