Facilitator Guide
Tips for Working with Your Expert
Facilitator Guide
Tips for Working with Your Expert
- Topic
- Experts
- Duration
- Format
- Remote or in person
What’s Covered
- Educating yourself about the expert and the subject matter
- Setting expectations for the expert
- Draft reports
- Communications with your expert
- Sending information to your expert to form their opinion
- Monitoring the expert’s work
Before the Session
Prepare the Attendees
Send the attendees an invitation for the session. Include this link, which has the videos and exercise they’ll need to prepare.
https://www.hotshotlegal.com/trainings/tips-for-working-with-your-expert/attendee
Prepare Yourself
Watch the videos and read the exercise so you’re familiar with the Hotshot material.
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Course
Tips for Working with Your Expert
Tips and strategies for the day-to-day workings with the expert on your case. Includes how to prepare to work with your expert and how to set clear expectations at the outset. Also covers how to manage communications with your expert given the discovery rules, including sending documents to the expert to form their opinions, and revising their report.
During the Session
- What steps should you take to learn the subject matter? What about to learn about your expert?
- Since communications with experts may be discoverable, what are some protocols and practices for your team when communicating with your expert?
- Should the expert do research or analysis beyond what’s been assigned to them? Why or why not?
- How should you decide what documents and information to share with your expert?
- Anecdotes and war stories (e.g., about a near-disaster or a tough negotiation)
- General practice tips (dos and don’ts)
- Firm-specific guidance and practices
After the Session
About Hotshot
Hotshot helps lawyers develop their legal, business, and technology skills through short videos, quizzes, and summaries, and we help law firms and law schools plan and deliver engaging training programs. Our customers include Am Law 200 firms, top law schools, and regional and international firms.
Contact us at info@hotshotlegal.com if you’re interested in a free consultation about remote training for your firm.
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