• 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

• Monitoring clinical trial sites to ensure adherence to study protocols, regulatory requirements, and Good Clinical Practice (GCP) standards • Conducting site visits to assess site performance, resolve issues, and provide support to ensure successful trial execution • Collaborating with cross-functional teams to ensure timely and accurate data collection and reporting • Providing training and guidance to site staff and other CRAs to maintain high standards of clinical trial conduct • Building and maintaining effective relationships with site personnel and stakeholders to facilitate smooth trial operations

• Conducting site qualification, initiation, monitoring, and close-out visits for clinical trials. • Ensuring protocol compliance, data integrity, and patient safety throughout the trial process. • Collaborating with investigators and site staff to facilitate smooth study conduct. • Performing data review and resolution of queries to maintain high-quality clinical data. • Contributing to the preparation and review of study documentation, including protocols and clinical study reports.

• Monitors investigator sites with a risk-based monitoring approach: applies root cause analysis (RCA), critical thinking and problem-solving skills to identify site processes failure and corrective/preventive actions to bring the site into compliance and decrease risks. • Ensures data accuracy through SDR, SDV and CRF review as applicable through on-site and remote monitoring activities. • Assesses investigational product through physical inventory and records review. • Documents observations in reports and letters in a timely manner using approved business writing standards. • Escalates observed deficiencies and issues to clinical management expeditiously and follow all issues through to resolution. • Conducts monitoring tasks in accordance with the approved monitoring plan. • Initiates clinical trial sites according to the relevant procedures to ensure compliance with the protocol and regulatory and ICH GCP obligations, making recommendations where warranted. • Provides trial status tracking and progress update reports to the Clinical Team Manager (CTM) as required.