Letter to Expert
(All Purpose) (Federal)

Summary

This template is a letter to an expert witness in a federal case, and includes language for multiple circumstances, such as to inform the expert about the services which must be completed, to request revisions to previously submitted work, and to terminate the expert. This template includes practical guidance, drafting notes, and alternate clauses. Open communication with an expert is key to optimizing the relationship for the benefit of your client. You should send formal letters like this one to the expert to memorialize important information. For more by Ronald J. Levine, see Business Development for Litigators, Managing Client Expectations in Litigation, Litigation Business Pitches: Five Tips, How to Use AI to Manage the Attorney-Client Relationship, AI and the Evaluation of Outside Counsel, Drafting Client Memos and Emails, Tips on Dealing with Difficult Litigation Clients, and Engagement Letter to Expert (Federal). For a related resource kit, see Expert Witness Resource Kit (Federal). For more on experts, see Expert Witness Disclosures Checklist (Federal), Expert Witness Discovery Checklist (Federal), and Expert Privilege and Confidentiality Checklist (Federal).