expert-witness-designation
Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
Best use case
expert-witness-designation is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
Teams using expert-witness-designation should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/expert-witness-designation/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How expert-witness-designation Compares
| Feature / Agent | expert-witness-designation | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Expert Witness Designation
Drafts a procedurally compliant expert designation that positions the expert's qualifications and opinions strategically while satisfying all disclosure requirements.
## Prerequisites
Gather before drafting:
- **Case info** — caption, case number, court, judge, designation deadline
- **Operative pleadings** — to map disputed issues the expert addresses
- **Expert details** — full name, address, phone, email, title, current CV, engagement letter, preliminary reports/findings
- **Prior testimony** — cases testified in during previous 4 years (FRCP 26(a)(2)(B)(v))
- **Prior designations** — from other matters for consistency
- **Compensation** — hourly rates by activity type, total paid to date
## Quick Start
1. Confirm governing rule (FRCP 26(a)(2) vs. state equivalent, e.g., CA CCP § 2034.260)
2. Identify each discrete opinion the expert will offer
3. Map every qualification to a specific case issue — no generic CV dumps
4. Draft opinion summaries with Daubert/Frye compliance built in
5. Attach or reference expert report per FRCP 26(a)(2)(B)
## Document Structure
### Front Matter
- Case caption matching court records
- Title: "[Party]'s Expert Witness Designation Pursuant to [Rule]"
- Governing rule citation
- Procedural context: timely designation, sequential/simultaneous exchange, rebuttal status
### Expert Identification
- Full name, address, phone, email
- Precise subspecialty tied to case issues
- Good: "Board-certified forensic pathologist specializing in biomechanics of traumatic injury"
- Bad: "Medical expert"
- Current professional role
### Qualifications Narrative
Present under FRE 702 framework:
- **Education** — degrees, institutions, honors, relevant fellowships/certifications
- **Experience** — positions relevant to disputed issues; quantify where possible ("performed over 500 of the procedure at issue")
- **Credentials** — licenses (jurisdiction, number, status), board certifications, professional memberships
- **Publications** — peer-reviewed articles on case-relevant topics, textbooks, treatises, editorial positions
- **Prior testimony (4-year)** — case name, court, jurisdiction, issues, depo/trial; note plaintiff vs. defendant balance; address prior Daubert exclusions proactively
### Opinion Summary
For each opinion:
1. **Conclusion** — definitive statement addressing a claim element or disputed fact
2. **Methodology** — analytical framework, testing protocols, standards applied
3. **Data reviewed** — specific documents, exhibits, depositions, test results (cite by exhibit number)
4. **Reasoning** — logical chain from data + methodology to conclusion
5. **Reliability** — Daubert/Frye factors: peer review, error rate, general acceptance
6. **Limitations** — assumptions, rejected alternatives, qualifications
Use technically accurate but jury-accessible language.
### Expert Report Checklist
Confirm the attached report per FRCP 26(a)(2)(B) includes:
- [ ] Complete opinion statement with basis and reasons
- [ ] All data/information considered
- [ ] Supporting exhibits
- [ ] CV and qualifications
- [ ] Publications (10-year list)
- [ ] Prior testimony (4-year list)
- [ ] Compensation statement
### Compensation Disclosure
- Rates by activity (consultation, document review, report writing, deposition, trial)
- Total paid to date and estimated total through trial
- Non-standard arrangements (flat fees, retainers, expenses)
### Closing
- Duty to supplement acknowledged (FRCP 26(e))
- Certification under FRCP 26(g) — disclosure complete and accurate
- Attorney signature block with bar number
- Certificate of service
## Pitfalls
- **Generic qualifications** — every credential must connect to a specific case issue
- **Untraceable opinions** — each opinion must cite specific case evidence, not generalities
- **Daubert vulnerability** — build methodology defense into the designation itself; don't wait for the challenge
- **Bias exposure** — address repeat retention and publication positions proactively
- **Jurisdiction mismatch** — verify procedural requirements for the specific court and judge
- **Non-retained experts** — flag exceptions under FRCP 26(a)(2)(C) separately; different disclosure obligations applyRelated Skills
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witness-prep-session
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witness-prep-ethics
Evaluates witness preparation activities for ethical compliance under ABA Formal Opinion 508 and Model Rules 3.3, 3.4, 8.4. Distinguishes permissible preparation from prohibited coaching. Use when planning deposition or trial prep, reviewing proposed prep activities, or checking witness coaching ethics. Triggers: witness prep, deposition prep, coaching ethics, ABA 508, testimony preparation.
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expert-witness-summary
Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications, methodology, opinions, assumptions, and quantitative findings into a navigable reference. Use when summarizing expert witness reports, retained expert disclosures, or rebuttal expert reports in US litigation.
expert-witness-report-analysis
Critiques opposing expert witness reports for admissibility challenges, disclosure deficiencies, and cross-examination vulnerabilities. Triggers when the user provides an expert report for analysis, needs Daubert/Frye assessment, requests a motion to exclude or limit expert testimony, or prepares deposition or trial cross-examination of an opposing expert.
expert-witness-omissions
Identifies medical records an expert witness failed to review, cite, or address by cross-referencing the expert's materials-reviewed list against the full case record set. Produces a tiered omissions register, methodology critique, bias analysis, and strategic recommendations for cross-examination and exclusion motions. Use in personal injury or medical malpractice litigation when challenging or defending expert credibility during discovery, pre-trial, or trial preparation.
expert-witness-impeachment
Analyzes expert witness materials (reports, depositions, CVs, publications) to identify inconsistencies, opinion drift, and methodological failures for impeachment. Produces a prioritized inconsistency register, cross-examination questions, and Daubert/Frye challenge assessment. Use when challenging expert reliability or credibility during discovery, pre-trial, or trial in commercial litigation.
expert-witness-deposition
Drafts litigation-ready expert witness deposition workflows for U.S. federal and state matters, covering preparation, examination, and defense strategy. Use when handling expert depositions, Daubert or Frye admissibility issues, Rule 26(a)(2) or 26(b)(4) disclosures, qualification and methodology challenges, bias and compensation probing, prior testimony impeachment, or work-product objections.
expert-testimony-summarization
Produces structured expert witness analyses covering qualifications, opinions, methodology, admissibility (Daubert/Frye), and cross-examination vulnerabilities. Use when evaluating opposing or retained experts during discovery or pre-trial, preparing motions to exclude, or developing cross-examination strategy.
expert-report-summary
Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materials, findings, opinions, assumptions, limitations, and quantitative results with pinpoint citations. Use when summarizing expert reports, preparing for depositions or trial, reviewing expert disclosures, or planning cross-examination.