Maria Covlea, founder of Goldentell, a marketing and operations firm for expert witness practices, returns to the Expert Witness Playbook for part two of her conversation with Dr. Brian Woodruff. Part one covered getting noticed. This episode covers getting retained and staying organized, from the first phone call through the yearly review.
In this episode, you’ll learn:
- Why a dedicated practice phone line and a professional voicemail greeting matter
- What details to collect on the first call
- Why a conflict check comes before any retention agreement
- What to do if records arrive before you are formally retained
- What to include in a retention agreement, from fees and deadlines to how the engagement ends
- How password managers, multi-factor authentication, and a professional email account help protect case files
- When to move from a spreadsheet to a practice management system for cases and billing
- The yearly reviews that keep a practice current, from fees to liability coverage to professional contacts
You can connect with Maria Covlea here:
Website: www.goldentell.com
Email: maria.covlea@goldentell.com
LinkedIn: https://www.linkedin.com/in/maria-covlea/
You can also connect with Dr. Brian Woodruff here:
LinkedIn: https://www.linkedin.com/in/brian-woodruff-md/
Website: https://childneurologyexpert.com/
