Expert Witness Coordination
Law firms can manage expert engagement, deliverable tracking, and testimony preparation
The Challenge
Law firms coordinating multiple expert witnesses across complex litigation face overwhelming management challenges tracking engagement agreements, work assignments, deliverable deadlines, testimony preparation, and fee administration. Managing experts in multi-party litigation or class actions requires coordinating technical experts, damages experts, industry specialists, and rebuttal experts whose work must be sequenced carefully to meet court deadlines and opposing expert disclosures. Email-based coordination creates visibility gaps where expert deliverables arrive late, preparation sessions get scheduled without adequate lead time, and fee arrangements lack clear tracking for client billing. Without centralized expert management, litigation teams duplicate effort coordinating the same logistical details across multiple experts, miss dependencies between expert workstreams (damages analysis requires technical causation findings), and face deadline crises when expert reports don’t arrive as scheduled.
How Lupl Solves This
Lupl transforms expert witness coordination by creating individual Workstreams for each expert or group of experts within the litigation Matter, ensuring expert-specific details remain organized while maintaining case-wide visibility. Forms standardize expert engagement information and information intake. Automations send experts deadline reminders for reports and data requests, trigger preparation session scheduling when report deadlines approach, and alert litigation teams when expert deliverables are overdue. Document management within each expert Workstream maintains engagement agreements, work product, data provided to experts, and deposition/trial preparation materials. Dashboards provide litigation teams visibility into all expert deliverables by status, upcoming deadlines, preparation session schedules, and dependencies between expert workstreams.
Key Capabilities
- Expert-specific workstreams tracking engagement details, work assignments, deliverable deadlines, document exchanges, and testimony preparation for each retained expert
- Deliverable deadline tracking with automated reminders to experts and litigation team alerts when reports or analyses are approaching due dates or overdue
- Dependency management linking expert tasks where one expert’s deliverable depends on another’s analysis (rebuttal experts awaiting opposing reports)
- Preparation coordination scheduling deposition prep sessions and trial preparation based on testimony dates with automated reminders to experts and trial teams
- Document exchange tracking maintaining records of materials provided to experts and work product received for privilege protection
Who This Is For
This solution is designed for law firms with complex litigation practices managing multiple expert witnesses in patent litigation, class actions, mass torts, securities litigation, and other matters requiring coordinated expert testimony.
Frequently Asked Questions
How does Lupl track which documents and data have been provided to each expert?
Each expert Workstream maintains a record of materials provided to that expert, ensuring litigation teams can quickly identify what each expert has reviewed for privilege logs, deposition preparation, and opposing counsel requests.
Can the platform manage dependencies where one expert’s work depends on another expert’s analysis?
Yes — Workstreams can reflect dependencies so teams understand when rebuttal experts are awaiting opposing disclosures or damages experts need technical causation findings before completing their analysis.
Does Lupl track expert fees and billing for client reporting
While Lupl focuses on work coordination rather than financial management, custom fields in expert Workstreams can track engagement fee structures, hourly rates, and invoice status for client budget reporting.
Ready to transform your process?
See how Lupl can transform your expert coordination.