Expert Witness Pre-Retention Intake Form

Contact Information

Law Firm Name*

Attorney Name*

Attorney Email*

Attorney Office Phone*

Attorney Cell Phone*

Case Information

Case Name*

Court Jurisdiction

(if different than complaint)

Case Number

(if different than complaint)

Is Discovery open? Yes, currently openNo, Discovery has closedNo, Discovery is not open yet

Documents Requested

PUBLIC INFORMATION ONLY

Complaint (last amended if applicable)
Defendant’s Answer(s)
Exhibits attached to Complaint or Answer
Case schedule or docket summary page

Files

Max. file size: 128 MB.

Additional Attorney Notes

PUBLIC INFORMATION ONLY

Notes (Optional)

"Do not submit case-specific private information—such as strategy, strengths/weaknesses, privileged communications, other expert opinions, or non-public documents—until a signed engagement letter and retainer are in place. Discussions may be terminated immediately under such circumstances."