IMS Legal Strategies

• Design surveys and experiments: develop draft questionnaires and stimuli, develop draft sampling plans, and conduct background research • Program surveys: program questionnaires, check programs, and coordinate with programming vendors • Collect data: manage sampling using DIY platforms and coordinate with sample vendors • Analyze data: draft code frames, code responses to open-ended questions, and tabulate data • Write reports: draft and proofread reports that clearly and concisely explain the research methodology, key findings, and conclusions • Communicate with clients: provide clear insights during client calls and presentations • Manage research projects: ensure projects are completed on time and within budget, coordinate the work of other staff on assigned projects • Manage other assigned projects and administrative duties

• Lead initial scoping and early-stage client engagement to align opportunities with client objectives • Act as a strategic advisor to clients, translating needs into structured engagement approaches • Facilitate early client meetings, presentations, and scoping discussions; ensure seamless transition to delivery teams • Develop and present clear recommendations, solution frameworks, and value propositions • Maintain accurate documentation of opportunity progression and conversion into engagements • Lead and support pursuit activity for new opportunities across consultants, experts, and sales partners • Identify and convert new client opportunities through networking, conferences, and proactive outreach efforts • Expand existing client relationships through cross-service opportunities and follow-on engagements • Support and participate in client pitches, relationship-building meetings, and business development initiatives • Apply market intelligence, research, and internal data to improve pursuit outcomes and win rates • Partner with sales, consultants, and experts to shape proposals, pricing strategy, and messaging • Build strategic relationship maps within client organizations and targeted markets • Represent the firm at industry conferences, client meetings, and networking events to generate new business opportunities • Help increase visibility of consultants and experts by connecting them with prospective clients and opportunities • Strengthen and expand relationships with senior stakeholders across client organizations • Serve as a cross-functional connector across sales, consultants, experts, and leadership • Mentor team members and partners on pursuit strategy, client engagement, and best practices • Collaborate with internal stakeholders to refine scalable solutions and engagement strategies • Act as a subject-matter-informed resource aligning client needs with firm capabilities

• Develop new business opportunities via telephone and electronic communications • Initiate sales process by cold calling, strong emphasis on outbound phone calls • Develop a complete understanding of the organization’s structure and key buying influences of appropriate C-Level decision makers • Follow up on suspect opportunities and conduct research to identify and further quality potential prospects • Conduct a thorough needs analysis and determine prospects budget, decision makers, need, and timelines (BANT) • Build and cultivate potential prospect relationships by initiating communications and conducting follow-up communications to BANT qualify opportunities for the sales organization • Work with the client managers to ensure an ideal handoff of BANT qualified prospects • Work with the Sales Integration Manager to develop and grow the sales pipeline with highly qualified sales opportunities • Manage data for new and prospective clients in database, ensuring all communications are logged, information is accurate, and documents are attached • Participate in training designed to complement the needs of the role • Prepare and analyze lead pipeline reports and dashboards

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Complete comprehensive training across all IMS departments and service offerings to effectively cross-sell and position the full IMS portfolio • Develop and implement tactical plans to achieve sales quotas and territory goals • Execute required outreach and meeting activity with accuracy and consistency • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach • Meet productivity expectations and case initiation targets • Function as the client’s advocate while collaborating with internal teams to meet case and project needs

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Complete comprehensive training across all IMS departments and service offerings to effectively cross-sell and position the full IMS portfolio • Develop and implement tactical plans to achieve sales quotas and territory goals • Execute required outreach and meeting activity with accuracy and consistency • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach • Meet productivity expectations and case initiation targets • Function as the client’s advocate while collaborating with internal teams to meet case and project needs

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Complete comprehensive training across all IMS departments and service offerings to effectively cross-sell and position the full IMS portfolio • Develop and implement tactical plans to achieve sales quotas and territory goals • Execute required outreach and meeting activity with accuracy and consistency • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach • Meet productivity expectations and case initiation targets • Function as the client’s advocate while collaborating with internal teams to meet case and project needs

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Complete comprehensive training across all IMS departments and service offerings to effectively cross-sell and position the full IMS portfolio • Develop and implement tactical plans to achieve sales quotas and territory goals • Execute required outreach and meeting activity with accuracy and consistency • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach • Meet productivity expectations and case initiation targets • Function as the client’s advocate while collaborating with internal teams to meet case and project needs

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Complete comprehensive training across all IMS departments and service offerings to effectively cross-sell and position the full IMS portfolio • Develop and implement tactical plans to achieve sales quotas and territory goals • Execute required outreach and meeting activity with accuracy and consistency • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach • Meet productivity expectations and case initiation targets • Function as the client’s advocate while collaborating with internal teams to meet case and project needs

• The Senior Accountant plays a critical role in ensuring accurate, timely financial reporting and supporting the integrity of IMS’ accounting operations. • Key contributor to the monthly close process and responsible for journal entries, balance sheet reconciliations, and maintaining general ledger accuracy. • Partners closely with Accounts Payable and cross functional teams, supports audits, and contributes to process improvements and integration efforts related to acquired entities. • Detail focused, deadline driven, and takes ownership of accounting processes from start to finish. • Comfortable balancing multiple priorities in a fast-paced environment and communicating effectively across teams.