Format of the Expert Report

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Time
1 hour 49 minutes
Difficulty
Intermediate
CEU/CPE
2
Video Transcription
00:01
less than 4.1 is on the format of the expert report, and the importance of the expert report
00:08
in this video will cover the role of the expert Report.
00:13
Expert Report is the
00:16
official record
00:18
of
00:19
findings, analysis and
00:23
fax that an expert will speak about during testimony.
00:28
It's going to be prepared and signed by the witness,
00:31
and it must contain, according to federal rules, the following a complete statement of all opinions the witness will express and the basis and a reason for them.
00:42
The fax or data considered by the witness informing the opinions.
00:47
Any exhibits that will be used to summarize or support the the opinions.
00:52
The witness's qualifications, including a list of all publications authored in the previous 10 years.
00:59
Ah, list of all other cases in which, during the previous four years, the witness testified as an expert at tri ALS or by deposition
01:08
and a statement of the compensation to be paid for this study and testimony in the case.
01:15
So as we said that billable hours the time spent, those case notes that you might put in your billing system, this is where they become discoverable on where it could be
01:27
very problematic if you've made notes in your time system specific to what you did. So you want to try to keep your
01:38
case notes, at least from the billing standpoint or your summaries from building standpoint, rather general to avoid any issues.
01:51
There are many tips, many
01:53
pieces of advice and
01:56
or rules related to the expert
01:59
report.
02:00
You want to use your professional letterhead.
02:02
You want to use 12 point font and 1.5 space line spacing
02:08
you want to create topic headings and short, concise paragraphs
02:13
provide a unique number for each page table. Charton exhibit.
02:17
You want to include a cover page and table of contents.
02:22
You want to indicate when and by whom your report was requested.
02:25
You want to include the date you received the documents and formed your opinion.
02:30
You want to state that you have
02:32
may have additional opinions or revised opinions If new information or documents are provided,
02:39
you want to define any technical language, any jargon and explain any abbreviations,
02:46
and you want to include a summary of your conclusions and opinions.
02:51
It's also very important that you
02:53
refer to your local rules or to the rules of the court that you're going to be testifying in to see if they've got any specialized rules or changes to these tips
03:04
that they require in order for,
03:07
um, reports to be submitted and considered acceptable and admissible.
03:13
So it's very important again that you abide by any rules established by the court.
03:21
You know, it's also important to remember that your funk looks good
03:25
because your font will
03:29
matter.
03:31
In summary, we covered the role of the expert report and some tips and tricks for creating the actual expert report.
03:40
In addition, we talked about what needs to be included in the expert report.
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