1. Deposition Preparation

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A. Case & Opinion Review

• Re-reviewing: Medical records, Timelines, Literature and guidelines, Prior reports and opinions, Opposing expert materials

• Refreshing: Factual details, Opinion foundations, Key medical and legal issues

B. Strategy & Risk Review

• Conferences with counsel to understand goals, identify high-risk areas, and plan defensible answers.

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2. Pre-Deposition Conferences

• Meetings with counsel and defense team to align on scope, terminology, and record review.

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3. Exhibit Review & Preparation

• Thorough review of records, policies, and timelines; preparing to defend opinions using exhibits.

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4. Giving Deposition Testimony

• On the record testimony, describing methodology, defending opinions, and answering challenges.

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5. Testimony Management

• Maintaining precision in language and consistency with prior reports; avoiding overstatement.

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6. Post-Deposition Activities

• Reviewing transcripts, errata sheets, and debriefing with counsel.

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7. Litigation Strategy Support

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Assisting with summary judgment or Daubert motions; preparing for trial testimony.