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