In this week’s episode of The Expert Witness Playbook, Chris Woodruff and Brian Woodruff, MD, break down the essential steps every new expert needs to take before accepting their first case, from setting up your legal entity to protecting client data.
What you’ll learn:
- How to create a professional CV that highlights your qualifications
- Why you need a separate business entity, bank account, and tax ID
- The four documents every attorney will ask for (CV, fee schedule, retention agreement, W-9)
- How to securely receive, store, and review sensitive case materials
- Tools and software that make running your practice easier
This is your starter kit for becoming a credible, compliant and well-prepared expert witness.
Listen to the full episode and start building your expert foundation the right way.
