Case Research Specialist

IMS Legal Strategies is a trusted partner to law firms and corporations worldwide, providing the expertise and technology needed to solve dispute-related challenges and protect reputations. IMS delivers strategic solutions for the entire litigation lifecycle, including advisory and analytical support, specialized expert witness services, data-driven jury consulting, powerful trial graphics, and seamless presentation technology. Our integrated teams have decades of practical experience in more than 65,000 cases and 6,500 trials.  

“Together, we win” is the IMS company motto and a genuine philosophy that guides our work with clients, experts, and one another. From entry-level to executives, we are driven by five core values: 1) Ownership Thinking, 2) Humble Confidence, 3) Quality and Excellence, 4) Honor the Relationship, and 5) Operate as One. 

We invite you to join our thriving company, committed to shared success. Visit imslegal.com for more.

JOB SUMMARY:

The Case Research Specialist is an integral part of the IMS team impacting sales initiatives and case pursuit strategies. The Case Research Specialist provides complex case research and analysis for both Domestic and International markets to Sales Professionals by gathering and compiling key case data to include the nature of the case, venue, firms and attorneys, and case milestones to assist with firm and company revenue growth. This position requires collaboration with multiple stakeholders across the company and is responsible for consistently updating our CRM/Lead Database with targeted cases for sales and consulting professionals to follow up on.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Enters firm and client information into IMS’ proprietary database
• Leverages a variety of research strategies to gather intelligence on potential cases to pursue
• Assesses expert relationships and case history to identify targeted litigating matters for experts to be presented to
• Evaluates existing business to identify opportunities to expand service offerings on the case
• Conducts legal research using various legal tools and google browser to identify targeted cases with high grossing revenue potential for venues in both the United States and Internationally based
• Reviews legal documents (primarily complaints and scheduling orders) to determine case relevance and validity and exercises independent judgment on whether the case should be added for pursuit or not
• Lead conversion trends and developments reports
• Performs conflict checks (searching various databases to determine if a potential case we are pursuing overlaps with any existing cases we have worked on) prior to adding any of the case data into our CRM and Lead database
• Reviews and analyzes case information to identify key data needed and enters the relevant case information into IMS’ CRM and Lead database
• Conducts research to provide the Sales leadership team updates on the legal industry (both domestic and abroad) to include industry trends by practice area, firm updates, and attorney moves
• Serves as a backup to the RevOps team by conducting conflict checks on new matters originated by our Sales and Consulting professionals
• Tracks all targeted cases (case progression and timelines) added into the CRM and Lead Database until the case closes or IMS lands the work
• Supports Revenue Operations leadership as needed on strategic business development initiatives
• Monitors legal news of targeted firms and cases to identify targets to add to IMS’ CRM and Lead Database
• Confirms accuracy of reported case milestones and firm/attorney involvement
• Tracks and reports on case pursuit conversion report to Sales leadership and professionals respectively
• Retrieves documents from WestLaw and Monitor Suite for distribution to sales professionals as needed
• May be pulled into other RevOps Team initiatives as needed

SKILLS & EXPERIENCE:

• Able to learn and use technology to complete tasks
• Strong research skills
• The ideal candidate displays a positive, outgoing approach to service for internal and external clients
• Handles multiple projects simultaneously, with little direction, and with high sense of urgency
• Efficiently meets critical deadlines and delivers accurate work under pressure.
• Proven ability to work independently and as a team member
• Displays excellent interpersonal, communication, organizational and analytical skills
• Demonstrates sound judgment and tact
• Exercises critical thinking and problem-solving skills
• Critical thinker
• Ability to give and receive feedback

EDUCATION & TECHNICAL REQUIREMENTS:

• Bachelor’s Degree preferred; Some college required
• Minimum of 3 to 5 years of business experience required
• High proficiency with MS Office 2017– specifically Word, Excel, PowerPoint and Outlook
• Familiarity with Smartsheets and Monday.com is a plus
• Experienced working withing an ATS/CRM tool required (i.e. Bullhorn, Salesforce, Zoho, Act, Dynamics)
• Familiarity with Docket Alarm, Lexis, or Westlaw is a plus
• Advanced experience conducting searches via the internet required
• Data entry experience required
• Effective and efficient use of Quick Keys preferred

LOCATION:

This position is 100% remote and supports east to west coast time zones 

Our Employer Value Proposition Includes

• Competitive compensation package with 401K match  
• Flexible PTO and 12 paid holidays  
• Robust health and welfare benefits, including medical, dental, vision, HSA, short-term disability, long-term disability, and life insurance, all with generous company contributions  
• Career development programs supported through an integrated Learning Platform  
• Talent Identification Program to recognize and reward our high-performing, high-potential team members through career growth opportunities and unique development experiences  
• Values-driven culture based on respect, care, growth, and excellence 

IMS Legal Strategies is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.