Define the question first
Start with the issue the court must decide and the opinion evidence needed to assist it. A precise question makes it easier to identify the relevant discipline and prevents unnecessary work.
- ✓Proceedings and court or tribunal
- ✓Key issues requiring opinion
- ✓Client circumstances and assessment needs
- ✓Report and hearing deadlines
Provide a clear letter of instruction
The letter should identify the parties, summarise the factual background, list the documents provided and set out each question neutrally. It should also identify the procedural rules, funding position and any permission already granted.
- ✓Avoid suggesting the conclusion sought
- ✓Separate factual assumptions from questions
- ✓State page limits or required format
- ✓Confirm arrangements for supplementary questions
Confirm independence and availability
Before instruction, confirm that the expert has no conflict, has current experience in the relevant field and can meet every procedural date. Pearl Experts completes these checks as part of the matching process.
This guide is general information, not legal or clinical advice. Always apply the current rules and directions governing your case.
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