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Resources for independent experts

Field notes for the independent expert witness.

Practical, honest guides on disclosure and record review — the parts of the engagement that decide whether your opinion survives cross-examination.

Expert disclosure

FRCP 26(a)(2)(B): what an expert's report must contain

The six required elements of a Rule 26 report, why the 4-year prior-testimony list does more damage than experts expect, and how to keep the whole package current across engagements.

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Method

Building a defensible medical-record chronology

A working method for a page-cited chronology that survives Daubert — what to capture, how to flag conflicts and treatment gaps, and exactly where AI helps the review versus where it can't.

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Practice management

The independent expert's practice toolkit

The four moving parts a solo practice has to keep current — page-cited chronology, the Rule 26 4-year testimony list, conflict checks, and clean billing — and why the back half of the engagement is where practices actually break.

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Daubert & discovery

Using AI without a Daubert problem

A court has already ordered an expert's AI prompts produced, and proposed FRE 707 looms. What's safe, what's discoverable, and the one bright line — organizing facts vs. forming opinions — that keeps AI use defensible.

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Comparison

Page-cited chronology tools compared

"Page-cited" is now table stakes — so what should "verified citation" actually mean? A fair, capability-by-capability way to evaluate AI chronology tools, from code-verified fidelity to a discovery-ready record.

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See it on your own case — free.

Upload the case bundle counsel sent you and get back a page-cited chronology, a source citation on every line, conflicts flagged for your judgment. Your first chronology is free.

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