The Key to Successfully Find an Expert Witness

By: Sameer Somal |  September 14, 2023

To find an expert witness holds immense importance while preparing legal strategy, as they offer specific insights into intricate matters. The search for the right expert witness proves paramount, given their credibility and expertise’s substantial influence on the case’s strength. A qualified expert witness enhances the court’s ability to ensure fairness and effectiveness in making informed decisions.

Strategies to Successfully Find an Expert Witness

  • Start Early and Assess Qualifications:

Initiate the expert witness search promptly to prevent scheduling conflicts. Carefully evaluate qualifications, aligning their experience with the case strategy. Assess their expertise, courtroom history, impartiality, and communication skills for a thorough selection process.

  • Request Reports and Investigate:

Request prior reports, depositions, and trial transcripts to determine the expert’s comprehension and communication skills. Investigate their background, references, and online presence to confirm impeccable credibility and character.

  • Research Subject Matter and Use Search Engines:

Many expert witnesses have SEO-optimized websites so Google and explore individuals who’ve written or spoken on the topic. Social media, like LinkedIn, can be valuable for qualifications. Expert witness diligence is crucial for case success.

  • Expert Witness Directories and Referral Services:

Explore expert witness directories and referral services where they’re paid upon hiring, but fees may be marked up. Local bar associations offer cost-effective, location-specific options. However, limited experts may be available due to listing fees.

  • Recommendations from Legal Networks:

Legal network recommendations from past cases can be a cost-effective and time-efficient option with valuable feedback. However, it is wise to be cautious about potential bias concerns when repeatedly using the same expert.

Related

How to Become an Expert Witness

Essential Responsibilities of an Expert Witness

  • Providing Specialized Knowledge:

Expert witnesses offer invaluable specialized knowledge in legal proceedings, adept at clarifying intricate matters with impartiality and credibility. Selecting the right expert is essential as it helps bolster the case’s strength and preserve the integrity of justice. Meticulous research and due diligence, along with informed referrals, guide the identification of the ideal expert witness.

An expert witness is explaining complex information to its clients,

Source: Freepik

  • Testimony and Reports:

Expert witnesses communicate their findings through testimony and reports by explaining the specialized knowledge in greater detail. Testimony involves verbal explanations in court, while reports provide written documentation. Both are crucial in legal cases, helping judges and juries understand complex information.

  • Supporting Legal Arguments:

Expert witnesses are instrumental in fortifying legal arguments for the attorneys who engage them. Their specialized knowledge and impartial insights provide essential support. Through diligent selection processes, including research and referrals, attorneys find an expert witness who contributes significantly to crafting compelling and persuasive legal arguments in court.

How to Determine the Quality of an Expert Witness

An individual is accessing several profiles, to find the best expert witness.

Source: Freepik

  • Ability to Communicate:

When one attempts to find an expert witness, their ability to communicate is paramount, bridging the gap between complex information and comprehension for both the client and the court. Effective communication ensures transparency and aids in presenting a strong, persuasive case.

  • The Impact of Likability:

The likability of an expert witness significantly influences juror perceptions. It can sway opinions, and credibility, and ultimately impact the outcome of a case. Understanding this dynamic is essential in legal strategy.

  • Quick on his Feet:

Charisma and dynamism are essential in conveying complex concepts effectively. Even the most esteemed experts can lose persuasive power if they cannot communicate clearly with the jury or respond effectively in cross-examination, potentially impacting juror perceptions.

  • Reputation Beyond Professional Work:

An expert’s reputation beyond their professional work can raise character and credibility concerns. Issues in their personal life or public image may influence how their testimony is perceived in legal proceedings.

  • References: Degree of Credibility:

Credibility during cross-examination hinges on demonstrating an expert’s trustworthiness. Proving their reliability through references and consistent, well-informed responses is paramount in establishing their credibility before the court.

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Common Pitfalls to Avoid While Locating an Expert Witness

  •  Lack of Clarity in Case Needs:

When trying to find an expert witness, establishing clear priorities and comprehending the specific areas where their insight was crucial was paramount. This precision in defining the unique case demands not only ensured the expert’s testimony aligned with the legal strategy but also fostered a more efficient working relationship. Neglecting these aspects could lead to misunderstandings, eroding the expert’s courtroom testimony credibility.

It is also necessary to understand if the case requires expert witness consulting or expert witness consulting services as the dynamics and complexities of every case is different in order to decide whether an expert witness is required or not.

Additionally, it can result in costly revisions or the engagement of additional experts to rectify misunderstandings, consuming valuable time and resources. On the other hand, when there exists a clear grasp of these factors, the expert witness selection process is optimized, bolstering the overall strength of the case and increasing the likelihood of a favourable outcome in the legal proceedings. Therefore, meticulous attention to these case-specific details is foundational to successfully locating an expert witness.

  • Disregarding Referral Services:

Neglecting referral services or directories while locating an expert witness is a self-imposed limitation and can significantly hamper access to a broader and more diverse pool of qualified experts. These services display a comprehensive list of expert witnesses across various fields and specialties, streamlining the often-challenging process of finding the right expert for your case.

These central hubs enable connecting directly with experts who might or might not be available through regular means. Their databases are quite extensive as they cover various jurisdictions with each expert being able to offer their own qualifications and experience. Disregarding such a resource can make the preparation of legal strategy much harder.

Furthermore, these expert witness referral services and directories generally come with pre-screening of the experts, which ensures that the list is certified with quality and credibility standards. This aspect can save a significant amount of time and resources as the experts are already vetted.

  • Overlooking Communication Skills:

Even if all the other pitfalls are tackled with proficiency, this particular drawback can have unforeseen repercussions. It’s unfortunately a common mistake made in the legal profession as the ability to communicate effectively is as crucial as expertise when it comes to presenting a compelling case in court. The brilliance of the expert witness can be overshadowed by their inability to effectively communicate their expertise. Sometimes even the most qualified expert can become a liability if they cannot translate their knowledge into terms that a judge and jury can comprehend.

Communication here not only includes verbal skills but also the ability to prepare well-structured reports and provide concise, articulate responses during cross-examination. A poorly written report will damage their credibility. But the far more pertinent test of their communication skills is during the cross-examination, as the opposing counsel will likely exploit any weaknesses in the expert witness’s testimony, including their communication shortcomings to damage the expert’s credibility and expose impartiality.

  • Neglecting Background Checks:

Background checks extend beyond reviewing an expert’s professional background as they unveil past misconduct, legal entanglements, or controversies that can be exploited by opposing counsel. Neglecting these checks while trying to find an expert witness can result in unwanted surprises regarding an expert’s qualifications, potentially undermining their credibility. Despite impressive credentials on paper, deeper investigation may reveal shortcomings.

In the high-stakes arena of litigation, where each detail influences the outcome, overlooking background checks can lead to harmful results. To mitigate these risks, prioritizing a thorough background check when selecting an expert witness is key, which can involve verifying educational and professional qualifications, scrutinizing their career history for warning signs, and evaluating their track record in prior cases.

Additionally, uncovering personal and professional associations can also expose potential conflicts of interest. This process ensures that the expert engaged has their qualifications, credibility, and character aligned with the demands of the case, safeguarding against unforeseen setbacks in the courtroom.

Common Resources for Finding an Expert Witness

  •  Quick Browser Search:

Using a search engine to find an expert witness is one of the most common methods to locate one, if not the most common. Search engines such as Google, Yahoo and Bing are popular for such queries. The effectiveness of such a method hinges on the precision of the query as the order in which search terms are entered can also influence the results.

In the situation that the search is not concise and finely tuned, Google can return overly inclusive results. The Advance Search feature can also be utilized to refine results as using quotation marks in searches for exact phrases can yield more precise outcomes and it can also allow access to PDF files, Microsoft Word documents, and PowerPoint presentations, enhancing the relevancy of the search.

Furthermore, experimenting with keywords and their arrangements can enable access to new information, leading to the retrieval of the most pertinent results. For example, if someone requires finance expert witness then specifically typing these words in the search bar will provide more refined and specific results.

  • Book Websites:

An alternate source that can help identify expert witnesses and verify their quality includes book websites. Commercial websites like Amazon.com and barnesandnoble.com come under his category as they’ve evolved into powerful research tools. They have a huge catalogue of books available in the market, but it has an upper hand due to all of them being digitized which makes research even easier.

Such websites can offer an impressive array of results, so locating an expert witness and conducting expert witness background checks is simpler. Each book listing is accompanied by a comprehensive synopsis, the author’s name, a table of contents, a publisher’s note about the work, and often, reviews from readers. This wealth of information allows researchers to quickly assess the relevance and credibility of potential resources.

Furthermore, these websites extend beyond books. In the case of Amazon.com, the same search will yield not only books but also manuals and reports authored by potential experts.

An illustration of a desktop is shown, on which research is being conducted to find an Expert Witness

Source: Freepik

  • Personal Contact:

Personal contacts and references within the legal field are invaluable when one attempts to find an expert witness. Lawyers regularly engage in discussions and consultations with their colleagues, seeking advice and recommendations, particularly concerning expert witnesses. These endorsements often originate from experts who have consistently demonstrated excellence in previous cases, establishing them as highly credible sources.

Many attorneys initiate their search for expert witnesses by reaching out to their colleagues. Firms and legal networks often rely on email communications to solicit feedback on specific experts or request recommendations within specialized fields of expertise. These inquiries frequently result in follow-up phone conversations and discussions with trusted attorneys who have either collaborated with or opposed the expert in question.

The Legal network recommendations not only aid in identifying potential expert witnesses but also offer insights into their strengths and weaknesses. Attorneys can leverage the collective knowledge and experience of their peers, ultimately facilitating the selection of the most suitable expert witnesses for their cases.

  • Expert Witness Referral Companies:

Even though not an attorney’s first choice, Expert witness referral services can lessen the burden of finding experts. They act as an intermediary and connect attorneys with experts who are custom-picked to meet a certain set of specifications. Such services are helpful when the expert belongs to a highly specific field.

Such referral services have access to a huge database of qualified experts across industries and practice areas, as well as other search tools that are not commonly available. Due to their services, attorneys can save a lot of time looking for experts and focus on working on their legal strategies.

But these referral services come with their own drawbacks too which include the fact that a fee is generally involved in using the service, such as a significant markup of the expert’s hourly rate. The association of the expert with the referral agency may be brought in front of the jury to show bias and these experts aren’t coming from a trusted colleague’s opinion so their effectiveness is questionable.

  • Expert Witness Directories:

Expert witness directories offer a cost-effective means to find consultants based on their expertise and testimony history. Users can directly find an expert witness within a specific field without charge. On the other hand, experts pay a listing fee, rendering the service free for those seeking their services. These directories provide valuable information about experts, including their areas of expertise, education, professional background, and testimony history.

Numerous legal associations, including the Los Angeles County Bar Association and the San Francisco Bar Association, offer online directories of expert witnesses. Additionally, commercial expert witness directories like Experts.com provide free access to a diverse range of expert information for attorneys, businesses, reporters, insurance companies, judges, librarians, and the media. These listings often include contact information, brief biographies, and links to the expert’s email address and website.

Local bar associations provide location-specific directories, which are affordable and easy to access. However, experts may incur listing fees, potentially limiting the available experts.

Conclusion: Finding Your Expert Witness

Given the myriad complexities of legal proceedings, the task to find an expert witness stands out as a crucial piece to assemble. An unbiased, credible expert witness can sway outcomes in favor of attorneys and clients. Given their value in and out of court, the pursuit of the right expert witness deserves constant attention.

Find an Expert Witness: FAQs

  • What questions should I pose to an expert witness before making the decision to hire them?

Their professional portfolio and any previous experience in being an expert witness will be useful information. Furthermore, asking questions that would display how they communicate and simply concepts would also be useful.

  • Are there any useful resources or services for locating expert witnesses, aside from personal research?

Expert witness referral services are well-tuned for this specific purpose. They ensure the expert is vetted and exactly what their clients are looking for, but it’s coming at a cost.

  • How can I investigate the credibility and character of an expert witness I’m considering?

To evaluate an expert witness, review qualifications, experience, publications, and past cases. Check for biases or conflicts of interest. Seek peer reviews and consult legal professionals for guidance.

  • When should I start looking for an expert witness for my legal case?

The process of finding an expert should start when the priorities in the case have been established and the areas of expertise required are determined. Hiring them while legal strategy is being prepared would be preferable.

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Published by Sameer Somal

Sameer Somal is the CEO of Blue Ocean Global Technology and Co-Founder of Girl Power Talk. He is a CFA Charterholder, a CFP®️ professional, and a Chartered Alternative Investment Analyst. Sameer leads client engagements focused on digital transformation, risk management, and technology development. A testifying subject matter expert witness in economic damages, intellectual property, and internet defamation, he authors CLE programs with the Philadelphia Bar Foundation. Sameer is a frequent speaker at private industry and public sector conferences, including engagements with the Federal Home Loan Bank (FHLB), Global Digital Marketing Summit, IBM, New York State Bar Association (NYBSA), US Defense Leadership Forum, and US State Department’s Foreign Service Institute. He proudly serves on the Board of Directors of Future Business Leaders of America (FBLA) and Girl Power USA. Committed to building relationships, Sameer is an active member of the Abraham Lincoln Association (ALA), Academy of Legal Studies in Business (ALSB), American Bar Association (ABA), American Marketing Association (AMA), Business Transition Council, International Trademark Association (INTA), and Society of International Business Fellows (SIBF). A graduate of Georgetown University, he held leadership roles at Bank of America, Morgan Stanley, and Scotiabank. Sameer is also a CFA Institute 2022 Inspirational Leader Award recipient and was named an Iconic Leader by the Women Economic Forum.

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Sameer Somal
Sameer Somal, CFA, CFP®, CAIA

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