
These key features bring together the essential tools needed to manage enquiries, matters, documents, deadlines and billing in one connected workspace. Designed around the realities of expert witness work, they help support a more organised, efficient and professional practice.
Manage enquiries, matters, contacts, finances and activity in one connected workspace, giving you greater visibility over every case from instruction through to completion.
Configurable matter lifecycles designed for multi-year litigation
Case dashboards showing status, deadlines, and recent activity at a glance

Keep bundles, reports, records and supporting files structured within each matter, making documents easier to manage, review and retrieve when needed.
Secure, encrypted document upload and transfer linked directly to matters
Version control with clear labelling (drafts, addenda, disclosed, final)

Track tasks, key dates and outstanding actions in a single view, helping you stay organised and focus on what needs attention next.
Caselinked task lists with priorities, due dates, and dependencies
Court deadline cascades that automatically generate task chains

Record and manage charges against each matter, making it easier to monitor activity, review billing and maintain financial visibility.
Matter linked invoice creation with itemised billing
Real time visibility of outstanding, overdue, and paid invoices

Keep appointments, contacts and matter activity connected, so scheduling remains closely aligned with the wider case workload.
Matter linked appointment scheduling with negotiation stages
Regional and batch views to group hearings, clinics, and visits

Support good governance with clear audit trails, activity tracking and visibility over key actions throughout the lifecycle of a matter.
Full audit trail of every action across cases, documents, and billing
Designed to support compliance with UK GDPR requirements


Expert Genie Pro is a purpose-built practice management platform for expert witnesses. It brings together case management, document handling, billing, scheduling, communications, and compliance into one secure system, designed specifically for expert witness work rather than adapted from generic business software.
Expert Genie Pro is designed for practising expert witnesses across all disciplines, including medical, engineering, financial, scientific, construction, forensic, and others. It supports both established experts managing active caseloads and professionals building or formalising an expert witness practice.
Expert Genie Pro is currently being used by members of our Early Adopter Programme, with full commercial launch planned very soon.
Early Access allows a limited number of practising expert witnesses to use Expert Genie Pro ahead of general release. Participants use the platform in real casework, provide feedback, and receive structured onboarding prior to wider launch.
Yes. Expert Genie Pro is built on Microsoft Azure with UK data residency. The platform is designed with UK GDPR compliance from the ground up, including encryption at rest and in transit, role-based access controls, and full audit trails. Cyber Essentials and ISO 27001 certification are in progress.
No. Your case data, documents, and practice information are not shared with other experts or third parties. Any optional intelligence features operate only on anonymised, aggregated patterns and require your explicit permission.
Expert Genie Pro is a technology-first platform, and intelligent features will form an increasingly important part of its ongoing development. As the platform evolves, new capabilities will be introduced to help streamline administration, improve efficiency and support expert witnesses in managing their practice.
Expert Genie Pro was created by people with direct experience of expert witness practice. It was founded by a practising expert witness with over 13 years’ experience, supported by a leadership team with deep expertise in regulated technology, financial services, and legal environments.
To stay up to date with the latest Expert Genie Pro news, including product updates, new features and upcoming events, join our mailing list by entering your email address into the signup form in the footer.