Joey N. Friedman, CPA, ABV, M.Acc, MIB
What To Include When Contacting the Firm About a Litigation Matter
A short case summary, the current posture of the matter, the deadlines, and the records already available are the fastest way to scope a potential engagement.
When contacting the firm for litigation support or expert-witness consultation, attorneys and referral sources can accelerate the intake process by providing the following information up front:
- Case type and dispute type — commercial litigation, divorce / marital dissolution, insurance claim, contract dispute, or other civil matter
- Pending deadlines — trial date, expert-disclosure deadline, and any court-ordered valuation cutoff dates
- Available records — financial statements, tax returns, bank records, existing appraisals, or prior expert reports already in hand
- Opposing expert status — whether an opposing financial expert has been retained or disclosed
- Work product needed — expert report, rebuttal report, deposition preparation, trial testimony, or consultation only
The firm handles forensic accounting, business valuation, economic damages, and comprehensive expert witness and litigation support engagements throughout Florida and nationally. Use the form below or call 954-282-9615 to discuss your matter.