IMS Legal Strategies

• 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.

Title: Conflicts Specialist - WA, OR, CA, NV, ID, AZ Location: Fully Remote WA, OR, CA, NV, ID, AZ Job Description: 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 Conflicts Specialist at IMS is responsible for identifying, assessing, and resolving conflicts of interest as they arise and evaluate the risk to IMS, our firm clients, and our reputation within the legal industry. The Conflicts Specialist leverages various sources, to include our primary CRM and any acquired organization documentation to research and analyze our ability to provide services for an incoming need. The Conflict Specialists team serves as a gatekeeper for our inbound/intake process and is the primary point of contact to investigate and identify any perceived issues in taking a new case on. Requirements ESSENTIAL DUTIES & RESPONSIBILITIES: - Receives and reviews new incoming service requests to determine if all pertinent data has been provided and communicates with internal and external clients to procure conflict data - Performs searches on party names, firms, issues in the case, patent numbers, and other relevant data points from a complaint to determine if a conflict exists - Receives incoming requests from external clients and assesses the need along with the case type to determine the service fulfillment center that will address the need - Generate new leads for our sellers and consultants to pursue to determine if a new case is ideal for our IMS model - Performs intake steps to include gathering pertinent details around cases and the needs, communicates with counsel to gather expert details, and declines incoming requests, as appropriate, when the need does not align with the IMS model - Analyzes conflict trends and cascades trends to revenue and consulting leaders across the IMS enterprise - Creates appropriate entities, based on the service need, within IMS’ systems and ensures all documentation related to the evaluation and assessment of the case is stored within the project in our CRM - CRM data management and analysis - Monitors new activity for existing cases from various legal tools and cascades key case calendared dates and progress to sellers and consultants as well as updates matters within the CRM - Proactively analyze, research and document detailed information through legal dockets and legal news focusing on activity within the federal and state courts, the International Trade Commission (ITC) and other various specialized courts - Power user of IMS CRM/ATS - Docket analysis and interpretation - Responsible for upkeep of business conflicts and documenting any firms, companies, or case issues that must be escalated for evaluation before moving forward on accepting a new case - Responsible for assessing and recommending changes to our search acceptance policy and collaborating with RevOps leadership on the implementation of those changes companywide - Participates in merger and acquisition conflict analysis during due diligence - Adheres to IMS compliance criteria as it relates to conducting and evaluating conflicts - Prepares escalation documentation for the escalation committee that includes details on IMS’ relationship with the firm, attorney, revenue trends, and practice area trends - Receives add on requests and appropriately creates new services to existing projects - Evaluates incoming needs to determine which service line is best positioned to quickly and efficiently service the need - Supports Director on strategic business development initiatives SKILLS & EXPERIENCE: - Strong technical aptitude and ability to master various software programs and web-based software tools - 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 - Works well when faced with critical deadlines, works efficiently under pressure, and produces a high volume of accurate work - Proven ability to work independently and as a team member - Experienced in researching, collecting, analyzing and reporting complex data to executive level leadership - Displays excellent interpersonal, communication, organizational and analytical skills - Demonstrates sound judgment and tact - Exercises critical thinking and problem-solving skills - Possesses a high aptitude for conducting detailed legal research and understanding case progression - Functions well in a team setting as both motivator and support player EDUCATION & TECHNICAL REQUIREMENTS: - Bachelor’s degree preferred or equivalent experience - Minimum of 4 years of business experience - Minimum 3 years of experience preferred with collecting, analyzing, and reporting complex data - Experienced in evaluating conflicts of interest is strongly preferred - Minimum of 2 years of experience preferred working within a law firm or legal services organization required (will consider candidates who have previously worked in a banking, compliance, or a contracts role) - Experience with Smartsheets and DOMO a plus - High proficiency with MS Office 2017– specifically Word, Excel, PowerPoint and Outlook (intermediate to advanced skills required) - Familiarity with ATS/CRM tool a plus (Sales Force, Dynamics, Bullhorn, etc.) - Advanced experience conducting searches via the internet required - Familiarity with legal tools such as Lexis, Westlaw, Juris Medicus, Global Arbitration Review and/or Law360 a plus - Data entry experience required - Prior data analysis experience required - Effective and efficient use of Quick Keys preferred LOCATION: - This position is 100% remote and supports east to west coast time zones. Candidates must reside in one of the following states: WA, OR, CA, NV, ID, or AZ. 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.

• Prepare and issue accurate invoices for professional services rendered • Monitor and track billing schedules to ensure timely invoicing • Reconcile billing discrepancies and address client inquiries timely and professionally • Maintain up-to-date and accurate records of billing activities • Coachable and adept to change • Collaborate with finance and client service teams to enhance billing processes • Ensure compliance with legal regulations and company policies • Maintain accurate and organized daily records with high attention to detail • Critical thinking to interpret and apply complex billing instructions • Generate detailed financial reports to support decision-making • Serve as a subject matter expert and resource for all coding and billing processes

• The Sr. HRBP provides guidance and solutions to business teams pertaining to all human resources disciplines specializing in strategic HR programs, with a focus on Compensation and knowledgeable and proficient in the M&A process with the ability to work on projects. • This senior position will be collaborating with all levels of management to facilitate the delivery of various HR shared service initiatives. • The ideal Sr. HRBP will primarily serve as the point of contact for leaders regarding the Employer Value Proposition (EVP), including IMS’ Total Rewards Package, drives and support the Talent Management program providing innovative and creative best practices and trends. • This position will be the dedicated support to the Client Services (Consulting) teams and act as a results-oriented change and integration agent for mergers & acquisitions (M&A’s).