Process

How Criterion Works

From your first case submission to a confirmed expert engagement — here is exactly what happens, in what order, and what to expect at each step.

1 business day first response
24–48 hour expert profiles
Conflict-cleared candidates only
Full vetting before any introduction
The Process

What happens after you submit a case

Every engagement follows the same structure. There are no surprises and no ambiguity about what we are doing or when.

You submit your case details
Use the case intake form to tell us the specialty you need, the expert specialty, practice area, jurisdiction, timeline requirements, and case theory.
We search & vet
A Criterion search specialist reviews your case, searches the Panel for qualified candidates, and conducts conflict, credential, and Daubert screening.
Expert introduced
You receive a detailed profile of a matched expert with credentials, rates, availability, and engagement terms. No surprises. No vague CVs.

Step-by-step breakdown

01
You submit your case details
Use the case intake form to tell us the specialty you need, the expert specialty, practice area, jurisdiction, timeline requirements, and case theory. Include any relevant documents (demand, prior expert reports, medical records). The more detail you provide, the better our search.
02
Criterion responds within 1 business day
A Criterion search specialist will reach out to clarify any details about your case, ask follow-up questions about your preferred expert profile, and confirm your timeline and budget. We want to understand your case — not just the checkbox version.
03
We search the Panel
Our specialist searches the Criterion Expert Panel for practitioners who match your needs: practice setting, experience level, jurisdiction familiarity, and specialty depth. This is an active search, not a database query.
04
Conflict & credential screening
All candidate experts undergo conflict-of-interest review, credential verification, and Daubert/admissibility assessment. Prior adverse findings are reviewed. Only candidates who pass all screening move forward.
05
Expert profiles delivered (24–48 hrs)
You receive a detailed profile for each candidate expert: full CV, practice summary, relevant case history, rates, availability, and any limiting factors. You are never surprised by an expert's background or opinions.
06
You review and decide
Review the profiles at your pace. Ask us questions. Request additional candidates if none of the initial profiles are the right fit. We support your decision-making — not pressure it.
07
Direct introduction
Once you select an expert, we make the introduction and step back. You and your expert work directly from that point forward. We remain available for logistics, scheduling, or additional expert needs on the case.
08
Case support through completion
If you need additional experts on the same case, process updates, or changes to the engagement, let us know. We manage the relationship and ensure deadlines and deliverables stay on track.

Ready to submit a case?

Tell us what you need and we'll begin searching immediately. Pre-vetted expert profiles delivered within 24–48 hours.