casemark/expert-witness-designation
skills/legal/expert-witness-designation/SKILL.md
Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
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SKILL.md
- name:
- expert-witness-designation
- language:
- en
- description:
- Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
Expert Witness Designation
Drafts a procedurally compliant expert designation that positions the expert's qualifications and opinions strategically while satisfying all disclosure requirements.
Prerequisites
Gather before drafting:
- Case info — caption, case number, court, judge, designation deadline
- Operative pleadings — to map disputed issues the expert addresses
- Expert details — full name, address, phone, email, title, current CV, engagement letter, preliminary reports/findings
- Prior testimony — cases testified in during previous 4 years (FRCP 26(a)(2)(B)(v))
- Prior designations — from other matters for consistency
- Compensation — hourly rates by activity type, total paid to date
Quick Start
- Confirm governing rule (FRCP 26(a)(2) vs. state equivalent, e.g., CA CCP § 2034.260)
- Identify each discrete opinion the expert will offer
- Map every qualification to a specific case issue — no generic CV dumps
- Draft opinion summaries with Daubert/Frye compliance built in
- Attach or reference expert report per FRCP 26(a)(2)(B)
Document Structure
Front Matter
- Case caption matching court records
- Title: "[Party]'s Expert Witness Designation Pursuant to [Rule]"
- Governing rule citation
- Procedural context: timely designation, sequential/simultaneous exchange, rebuttal status
Expert Identification
- Full name, address, phone, email
- Precise subspecialty tied to case issues
- Good: "Board-certified forensic pathologist specializing in biomechanics of traumatic injury"
- Bad: "Medical expert"
- Current professional role
Qualifications Narrative
Present under FRE 702 framework:
- Education — degrees, institutions, honors, relevant fellowships/certifications
- Experience — positions relevant to disputed issues; quantify where possible ("performed over 500 of the procedure at issue")
- Credentials — licenses (jurisdiction, number, status), board certifications, professional memberships
- Publications — peer-reviewed articles on case-relevant topics, textbooks, treatises, editorial positions
- Prior testimony (4-year) — case name, court, jurisdiction, issues, depo/trial; note plaintiff vs. defendant balance; address prior Daubert exclusions proactively
Opinion Summary
For each opinion:
- Conclusion — definitive statement addressing a claim element or disputed fact
- Methodology — analytical framework, testing protocols, standards applied
- Data reviewed — specific documents, exhibits, depositions, test results (cite by exhibit number)
- Reasoning — logical chain from data + methodology to conclusion
- Reliability — Daubert/Frye factors: peer review, error rate, general acceptance
- Limitations — assumptions, rejected alternatives, qualifications
Use technically accurate but jury-accessible language.
Expert Report Checklist
Confirm the attached report per FRCP 26(a)(2)(B) includes:
- [ ] Complete opinion statement with basis and reasons
- [ ] All data/information considered
- [ ] Supporting exhibits
- [ ] CV and qualifications
- [ ] Publications (10-year list)
- [ ] Prior testimony (4-year list)
- [ ] Compensation statement
Compensation Disclosure
- Rates by activity (consultation, document review, report writing, deposition, trial)
- Total paid to date and estimated total through trial
- Non-standard arrangements (flat fees, retainers, expenses)
Closing
- Duty to supplement acknowledged (FRCP 26(e))
- Certification under FRCP 26(g) — disclosure complete and accurate
- Attorney signature block with bar number
- Certificate of service
Pitfalls
- Generic qualifications — every credential must connect to a specific case issue
- Untraceable opinions — each opinion must cite specific case evidence, not generalities
- Daubert vulnerability — build methodology defense into the designation itself; don't wait for the challenge
- Bias exposure — address repeat retention and publication positions proactively
- Jurisdiction mismatch — verify procedural requirements for the specific court and judge
- Non-retained experts — flag exceptions under FRCP 26(a)(2)(C) separately; different disclosure obligations apply
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