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: ___________________________