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Expert Witness Report Template
Present expert findings, analysis, and opinions in an organized, court-ready format with this Expert Witness Report Template.
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Expert Witness Report Template
Case Name: [Case Name]
Court/Tribunal: [Court Name]
Case Number: [Case No.]
Party Retaining Expert: [Plaintiff/Defendant/Other]
Expert Name: [Full Name]
Expert Title/Discipline: [Title / Field]
Report Date: [Date]
1. Expert Qualifications
1.1 Professional Summary. [Brief summary of expertise and role]
1.2 Education. [Degrees, institutions, dates]
1.3 Licenses/Certifications. [License numbers, jurisdictions, dates]
1.4 Relevant Experience. [Relevant positions/projects]
1.5 Prior Testimony (Optional). [List or state “Available upon request”]
1.6 Publications (Optional). [Key publications]
2. Assignment and Scope
2.1 Engagement. I was retained by [Party/Attorney] on [Date] to provide expert analysis regarding: [Scope].
2.2 Questions Presented. I was asked to address: [Questions/issues].
2.3 Limitations. This report is based on information provided as of the Report Date and may be supplemented if additional materials become available.
3. Materials Reviewed
3.1 I reviewed the following materials (non-exhaustive):
[Pleadings/complaint/answer]
[Contracts/policies]
[Medical records/financial records]
[Depositions/interviews]
[Photographs/video]
[Other]
4. Background Summary
4.1 Summary of Facts. [Neutral factual overview based on reviewed materials]
4.2 Timeline (Optional). [Key dates/events]
5. Methodology and Standards
5.1 Methods Used. [Testing, inspection, financial modeling, medical review, etc.]
5.2 Standards/Guidelines. [Industry standards, protocols, best practices]
5.3 Assumptions. [Key assumptions]
5.4 Data Sources. [Where data came from]
6. Analysis
6.1 Findings. [Explain analysis in logical steps]
6.2 Calculations/Models (Optional). [Summaries; attach details as exhibits]
6.3 Alternative Explanations Considered (Optional). [If applicable]
7. Opinions
7.1 Opinion #1. [Opinion statement]
Basis: [Key reasons and citations to materials]
7.2 Opinion #2. [Opinion statement]
Basis: [Key reasons and citations to materials]
7.3 Opinion #3 (Optional). [Opinion statement]
Basis: [Key reasons and citations]
8. Reliance and Limitations
8.1 Reliance. I have relied on the materials listed in Section 3 and information reasonably relied on by experts in my field.
8.2 Limitations. My opinions may change if additional relevant information is provided.
8.3 No Legal Conclusions. This report provides expert opinions within my discipline and is not legal advice.
9. Compensation (Optional)
9.1 Rate. My rate is $[] per hour.
9.2 Total Billed to Date (Optional). $[].
9.3 Contingency. My compensation is ☐ contingent ☐ not contingent on case outcome.
10. Exhibits
10.1 Exhibit List:
Exhibit A: [Description]
Exhibit B: [Description]
Exhibit C: [Description]
Signatures
I declare that the opinions expressed in this report are true and correct to the best of my knowledge and based on my professional expertise.
Expert Name: [Full Name]
Date: [Date]
Signature: ___________________________
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What’s Included
Legal Research
Legal Research
Legal Research
Contract Drafting
Contract Drafting
Contract Drafting
Document Review
Document Review
Document Review
Risk Analytics
Risk Analytics
Risk Analytics
Citation Verification
Citation Verification
Citation Verification
Easy-to-understand jargon
Easy-to-understand jargon
Easy-to-understand jargon
Details
Learn more about
Expert Witness Report Template
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
EXPERT WITNESS REPORT TEMPLATE FAQ
What is an expert witness report?
An Expert Witness Report is a formal written report prepared by a qualified expert to present their opinions in a legal matter. It typically explains the expert’s qualifications, the materials reviewed, the methods used, the facts considered, the opinions reached, and the basis for those opinions.
When is an expert report required?
It depends on the court rules and type of case. Many civil cases require expert disclosures and written reports by specific deadlines. This template is a general structure; always follow the rules of the court or tribunal where the case is pending.
What should be included in an expert witness report?
Most expert reports include: expert credentials, assignment scope, case background, materials reviewed, methodology, analysis, opinions, assumptions and limitations, exhibits, and a statement of truth/attestation. This template includes a clean structure that works across many case types.
How detailed should the methodology be?
Detailed enough that another qualified professional could understand how you reached your opinions. Include key assumptions, calculations (summarized), standards relied on, and where data came from — without overwhelming the reader.
Should you include exhibits and supporting documents?
Yes, when possible. Use labeled exhibits (A, B, C) and reference them in the report. This template includes an exhibit list and a place to attach or cite supporting materials.
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