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Carl G. Kline, MBA
copyright 1997-2005
-�������� numerous techniques on how to write a powerful, persuasive and defensible report
-�������� how much retaining counsel can assist you in writing your report
-�������� the superfluous information and dangerous language that should be left out of your report
-�������� advanced techniques to defend against 40 of counsel�s most devastating tactics used to attack you through your report
-�������� legal requirements regarding Rule 26 expert reports and reports used in summary judgment motions, and
-�������� the techniques used by a dozen leading experts to write and defend an expert report.
Experts who write reports need to read this book.�
Here's What Your Colleagues Have to Say:
�Comprehensive,
meticulously detailed and eminently practical. Bristling with lists,
examples both model and horrible, caveats, pitfalls and key words. A classic
of its kind.�
Most valuable are the hair-raising transcript excerpts.���
Thomas G Gutheil, MD Professor of Psychiatry, Harvard Medical School
�Clear,
concise, and comprehensive!�
A must read.��
Daniel Pacheco, P.E.
��the
rarest of legal works�fulfills a real need�organized in a user friendly
format set forth in clear and graceful English.���
William C. Lanham, Esq.
�Simply
phenomenal!! It would take an expert of many years to discover all these
pearls for her/himself�on second thought, you simply couldn�t come up
with all this valuable information without this book.��
�Malin Dollinger, MD
�A
great resource for professionals!���
Martha Sorensen, Ph.D
�Learn
the hard way or just read this.���
Jerome H. Poliacoff, Ph.D
�An
essential resource for any expert,�
novice and veteran.���
Vince Gallagher
�Read
It!!���
Ken MacKenzie, MCBA, FIBA, MBA
About The Authors:�
Steven Babitsky
and
James J. Mangraviti,
Jr.
are the nation�s leading and most prolific authors and trainers on expert
witness issues.� They are both
former trial lawyers whose past texts include:�
How To Excel During Cross-Examination: Techniques for Experts that
Work,� How To Excel During Depositions: Techniques for Experts that
Work, and The Comprehensive Forensic Services Manual: The Essential
Resources for all Experts.� Attorneys
Babitsky and Mangraviti have trained thousands of experts on the skills needed
to be more effective and better assist the trier of fact.
CHAPTER 1� INTRODUCTION����
1.1 WHY COUNSEL MAY WANT A WRITTEN REPORT������
1.2 THE IMPORTANCE OF A WELL-WRITTEN REPORT������
1.3 THE GOLDEN RULE OF EXPERT REPORT WRITING�����
1.4 LEGAL REQUIREMENTS����
1.5 WORKING WITH COUNSEL����
1.6 FORMATTING AND PROOFING��
1.7 DISCLOSURE OF DOCUMENTS REVIEWED��
1.8 QUALIFICATIONS OF THE EXPERT���������
1.9 EXPRESSING FACTUAL ASSUMPTIONS���
1.10 THE IMPORTANCE OF STAYING WITHIN THE EXPERT�S TRUE AREA OF EXPERTISE���
1.11 STATING OPINIONS���
1.12 THE IMPORTANCE OF RESEARCH���
1.13 THE WELL-WRITTEN EXPERT REPORT������
1.14 WHAT NOT TO INCLUDE IN AN EXPERT REPORT������
1.15 DEFENDING THE EXPERT REPORT������
1.16 HELP FROM COLLEAGUES�������
CHAPTER 2� DISCOVERABILITY OF EXPERT REPORTS AND RELATED MATERIAL��
2.1 EXECUTIVE SUMMARY���
2.2 ATTORNEY-CLIENT PRIVILEGE��
2.3 WORK PRODUCT PROTECTION��������
2.4 NON TESTIFYING EXPERTS�������
2.5 TESTIFYING EXPERTS�������
2.6 ORAL AND DRAFT REPORTS����
CHAPTER 3� LEGAL REQUIREMENTS: RULE 26 REPORTS, REPORTS USED IN SUMMARY MOTIONS, AND MAGIC WORDS��������
3.1 EXECUTIVE SUMMARY���
3.2 RULE 26�������
3.3 SUPPLEMENTAL RULE� 26 REPORTS
3.4 REPORTS USED TO SUPPORT OR OPPOSE MOTIONS FOR SUMMARY JUDGMENT���
3.5 TIMELINESS
3.6 REQUIREMENTS UNDER STATE LAW��
CHAPTER 4� PREPARATION OF REPORTS AND THE ASSISTANCE OF COUNSEL����
4.1 EXECUTIVE SUMMARY���
4.2 VULNERABILITY ON CROSS-EXAMINATION�����
4.3 LEGAL REQUIREMENTS OF RULE 26�������
CHAPTER 5� FORMATTING�����
5.1 EXECUTIVE SUMMARY���
5.2 COVER PAGE�
5.3 FONT�
5.4 TOPIC HEADINGS���
5.5 SHORT, CONCISE PARAGRAPHS������
5.6 SPACING�����
5.7 PAGE NUMBERING�����������
5.8 INCLUDE AN EXECUTIVE SUMMARY���
5.9 SUMMARY JUDGMENT REPORTS IN THE FORM OF AFFIDAVIT
CHAPTER 6� PROPERLY DISCLOSING PRECISE DOCUMENTS REVIEWED��
6.1 EXECUTIVE SUMMARY���
6.2 THOROUGHNESS�
6.3 NUMBERING LISTS�
6.4 �INCLUDING� AND �INCLUDING, BUT NOT LIMITED TO�����
6.5 �RELEVANT PORTIONS OF�����
6.6 �VARIOUS���
6.7 MISSING RECORDS AND DOCUMENTS NOT REVIEWED��
6.8 ADDITIONAL EXAMPLES��
CHAPTER 7�
STATING THE EXPERT�S QUALIFICATIONS ACCURATELY AND OBJECTIVELY������
7.1 EXECUTIVE SUMMARY���
7.2 LEGAL REQUIREMENTS����
7.3 ACCURACY
7.4 OBJECTIVITY��������
7.5 UNEARNED DESIGNATIONS OR DEGREES����
7.6 KNOWLEDGE OF LITERATURE���������
CHAPTER 8� HOW TO BEST EXPRESS AND DOCUMENT DETAILED AND SPECIFIC FACTUAL ASSUMPTIONS������
8.1 EXECUTIVE SUMMARY���
8.2 PROVIDE DETAILED AND SPECIFIC INFORMATION�����
8.3 CITATIONS TO INFORMATION SOURCE������
8.4 DO NOT GUESS ABOUT THE FACTS���������
8.5 INCORRECT FACTUAL ASSUMPTIONS���
8.6 DATES���������
8.7 RELIABILITY OF DATA AND INFORMATION�����
8.8 ILLEGIBLE RECORDS����
8.9 INFORMATION SUPPLIED BY RETAINING COUNSEL����
CHAPTER 9� THE IMPORTANCE OF STAYING WITHIN ONE�S TRUE AREA OF EXPERTISE�
9.1 EXECUTIVE SUMMARY���
9.2 BEYOND AREA OF EXPERTISE���
9.3 LEGAL TERMS���������
9.4 COSTS, VALUE, MONEY��������
CHAPTER 10� STATING OPINIONS AND CONCLUSIONS IN A DEFENSIBLE MANNER�
10.1 EXECUTIVE SUMMARY���
10.2 STATE OPINIONS CLEARLY AND WITH CONFIDENCE���������
10.3 STATE REASONS FOR OPINIONS���
10.4 NET OPINIONS���
10.5 FAILURE TO DISCLOSE FACT/EXPERIMENT IN REPORT������
10.6 STATE ALL OPINIONS TO WHICH EXPERT WILL TESTIFY������
10.7 CONCLUSORY STATEMENTS���������
10.8 VAGUE, EQUIVOCAL, AND UNCERTAIN REPORTS INADMISSIBLE����
10.9 DOCUMENTING A RELIABLE METHODOLOGY���
CHAPTER 11� HOW TO USE CITATIONS TO TEXTS, GUIDELINES, CODES, ARTICLES, AND OTHER AUTHORITY TO BOLSTER A REPORT�S CREDIBILITY���������
11.1 EXECUTIVE SUMMARY���
11.2 CITING AUTHORITY PROPERLY�
11.3 CONSEQUENCES OF FAILURE TO CITE AUTHORITY SPECIFICALLY������
11. 4 DATED AUTHORITY�����������
11.5 QUOTING AUTHORITY�����������
11.6 AUTHORITATIVE���
CHAPTER 12� MAKING YOUR REPORT POWERFUL, PERSUASIVE, AND UNDERSTANDABLE�������
12.1 EXECUTIVE SUMMARY���
12.2 STATE THINGS CLEARLY AND DIRECTLY����
12.3 DO NOT GUESS���������
12.4 GUESSING ABOUT COSTS, VALUE, AND MONEY
12.5 AVOID BOILERPLATE LANGUAGE�
12.6 AVOID ABSOLUTE WORDS���������
12.7 AVOID VAGUE, EQUIVOCAL, AND UNCERTAIN REPORTS����
12.8 DO NOT USE EMPHASIS WHEN EXPRESSING FINDINGS OR CONCLUSIONS������
12.9 USE ACTIVE VOICE�����������
12.9 USE PRECISE LANGUAGE�
12.10 USE FIRST-PERSON SINGULAR����
12.11 USE CONFIDENT LANGUAGE AND AVOID HEDGE WORDS���������
12.12 DEFINE TECHNICAL TERMS AND JARGON�����
12.13 USE OBJECTIVE LANGUAGE�
12.14 EXPLAIN EXPLICITLY THE MEANING OF ABBREVIATIONS��
12.15 AVOID ARGUMENTATIVE LANGUAGE�
12.16 BEWARE OF COMMENTING ON THE CREDIBILITY OF WITNESSES
12.17 MAINTAIN CONSISTENCY IN AND AMONGST REPORTS����
12.18 AVOID REPORTS THAT APPEAR BIASED OR PARTISAN���
CHAPTER 13� DAMAGING SUPERFLUOUS LANGUAGE AND INFORMATION THAT SHOULD NOT BE INCLUDED IN EXPERT REPORTS�����
13.1 EXECUTIVE SUMMARY���
13.2 �FRIENDLY� LANGUAGE DIRECTED AT COUNSEL����
13.3 SPEECHES����
13.4 LETTERHEAD��������
13.5 COVER LETTERS������
3.6 DISCUSSIONS WITH RETAINING COUNSEL����
13.7 ADDITIONAL EXAMPLES OF SUPERFLUOUS LANGUAGE�
CHAPTER 14� RED-FLAG WORDS TO AVOID����������
14.1 EXECUTIVE SUMMARY���
14.2 AUTHORITATIVE���
14.3 �LEGAL� OR �LEGALLY���
14.4 �DRAFT��������
14.5 �WORK PRODUCT,� �CONFIDENTIAL,� OR �PRIVILEGED��������
14.6 �PROBABLE� AND �POSSIBLE��
14.7 �SUBSTANTIALLY�
14.8 �OBVIOUS���
14.9 �APPEARS�
14.10 �PRESUMABLY�
14.11 �EVIDENTLY�
14.12 �SUPPOSEDLY�
14.13 �IS SAID��
14.14 �HE,� �SHE,� �IT,� �THEY,� AND OTHER PRONOUNS
14.15 ROYAL �WE���
14.16 �IT SEEMS,� �COULD,� �APPARENTLY,� �I BELIEVE,� AND OTHER HEDGE WORDS���������
14.17 �CLEARLY� AND �OBVIOUSLY��������
14.18 �COMPLETE,� �THOROUGH,� �METICULOUS,� �EXHAUSTIVE,� AND OTHER SUCH WORDS���������
CHAPTER 15� PROOFREADING FOR MISTAKES��
15.1 EXECUTIVE SUMMARY���
15.2 SUBSTANTIVE MISTAKES����
15.3 BAD GRAMMAR��
15.4 TYPOGRAPHICAL ERRORS������
15.5 SPELLING����
15.6 RUN-ON SENTENCES�
16.1 EXECUTIVE SUMMARY���
16.2 TACTICS
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