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You MUST use this before any creative work - creating features, building components, adding functionality, modifying behavior, or planning anything new, in software or out of it (a talk, a business, a renovation).
expert-depositionGuides taking or defending U.S. expert witness depositions with Daubert/Frye methodology testing, Rule 26(a)(2) compliance, and Rule 702/703 foundations. Use when building expert deposition outlines, preparing Daubert challenge records, defending expert prep sessions, reviewing expert reports for admissibility, or creating expert testimony lock-in strategie…
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Builds a motion-ready expert deposition record or defense-prep plan targeting Daubert/Frye admissibility. Covers qualification limits, methodology attacks, bias/compensation exposure, and opinion lock-in.
Begin every expert deposition task with an intake snapshot:
| Field | Detail |
|---|---|
| Jurisdiction | Federal/State, Daubert/Frye, local rules |
| Expert | Name, field, retention side, role |
| Opinions | Enumerated list from report |
| Methodology | Methods, standards, tools, testing |
| Materials | Documents reviewed, gaps, assumed facts |
| Bias | Compensation, retention history, firm ties |
Then choose the appropriate workflow: Taking (Deliverable A) or Defending (Deliverable B).
I. Qualifications and Boundaries
II. Engagement, Scope, and Compensation
III. Materials Reviewed and Assumptions
IV. Methodology and Reliability
V. Each Opinion (state, basis, certainty)
VI. Application to Case Facts
VII. Prior Testimony and Publications
VIII.Lock-In and Completeness
| Topic | Objective | Key Lines |
|---|---|---|
| Qualifications | Define limits | "Expertise is X, not Y?" / "How recent is hands-on work?" |
| Engagement/Bias | Expose incentives | "Rate?" / "Percent income from litigation?" / "Prior exclusions?" |
| Materials | Show gaps | "What did you review?" / "Did you see [critical doc]?" / "Independent investigation?" |
| Methodology | Build Daubert record | "Tested? Peer-reviewed? Error rate?" / "Governing standards?" / "Alternatives considered?" |
| Opinions | Lock in | "State opinion precisely." / "Basis and data?" / "Degree of certainty?" |
| Application | Test fit | "Inputs used?" / "If X fact wrong, opinion changes?" |
| Impeachment | Show inconsistency | "In [case/publication] you said ___?" / "What changed?" |
Always close with:
Flag each ground that applies:
| Session | Goal | Materials |
|---|---|---|
| Report Mastery | Clear explanation of each opinion | Final report, exhibits |
| Methodology Defense | Articulate reliability and fit | Standards, literature, calculations |
| Mock Deposition | Practice hostile questioning | Prior testimony, publications |
| Protected | Discoverable |
|---|---|
| Draft reports (26(b)(4)(B)) | Facts/data considered |
| Attorney-expert draft opinion communications (26(b)(4)(C)) | Assumptions from counsel |
| Attorney mental impressions | Compensation terms |
FRCP 26(a)(2), 26(b)(4) | FRE 702-703 | Daubert v. Merrell Dow | General Electric v. Joiner | Kumho Tire v. Carmichael | Frye v. United States