Expert Witness Engagement Letter for the United Kingdom

Expert Witness Engagement Letter Template for England and Wales

An Expert Witness Engagement Letter is a formal document used in England and Wales to establish the terms of engagement between an instructing party and an expert witness. It outlines the scope of expert services, obligations under Civil Procedure Rules (particularly Part 35), fees, timelines, and the expert's duties to the court. The document ensures compliance with legal requirements while protecting both parties' interests in legal proceedings.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get template free
Upload to review

Your data doesn't train Genie's AI

You keep IP ownership of your docs

4.6 / 5
4.6 / 5
4.8 / 5

What is a Expert Witness Engagement Letter?

Expert Witness Engagement Letters are essential documents in the English and Welsh legal system, used whenever expert opinion is required in legal proceedings. The letter serves as a formal contract between the instructing party and the expert witness, clearly defining the scope of work, responsibilities, and terms of engagement. It must comply with Civil Procedure Rules Part 35 and related Practice Directions, ensuring the expert understands their primary duty to the court. The Expert Witness Engagement Letter typically includes details about confidentiality, fees, timelines, and specific instructions regarding the expert opinion required.

What sections should be included in a Expert Witness Engagement Letter?

1. Identity and Contact Information: Expert's details, instructing party's details, and case reference

2. Case Background: Brief description of the case and context for the expert opinion

3. Scope of Instructions: Detailed outline of what expert opinion is required and specific questions to be addressed

4. Expert's Duties: Statement of duties to the court and reference to CPR Part 35 obligations

5. Fees and Payment Terms: Hourly rates, estimated costs, payment schedule and terms

6. Timelines: Key dates, deadlines, and court dates if known

What sections are optional to include in a Expert Witness Engagement Letter?

1. Conflict Check Confirmation: Confirmation of no conflicts of interest, used when specifically requested in complex cases or where multiple parties are involved

2. Document Handling Protocol: Specific instructions for handling sensitive documents when dealing with confidential or sensitive information

3. Travel Requirements: Details of any required site visits or court appearances when physical presence or site inspections are needed

What schedules should be included in a Expert Witness Engagement Letter?

1. Expert's CV: Current curriculum vitae showing qualifications and experience

2. Fee Schedule: Detailed breakdown of fees and charges

3. List of Documents Received: Inventory of all documents provided for review

4. CPR Part 35 Declaration: Standard form expert declaration as required by courts

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Publisher

Genie AI

Cost

Free to use

Find the exact document you need

Pro Bono Engagement Letter

An England & Wales legal document formalizing free legal service arrangements between providers and recipients.

Download

Private Placement Engagement Letter

A formal engagement letter under English and Welsh law establishing terms between a financial advisor and client for private placement services.

Download

Legal Engagement Agreement

A formal agreement under English and Welsh law establishing the terms of engagement between a law firm and client.

Download

Financial Plan Engagement Letter

An English law-governed engagement letter establishing the terms of financial planning services between advisor and client, conforming to FCA requirements.

Download

Success Fee Engagement Letter

A formal engagement letter under English and Welsh law establishing terms for legal services with fees partially contingent on successful outcomes.

Download

Business Broker Engagement Agreement

A legal agreement under English and Welsh law establishing the terms for business brokerage services, including scope, fees, and obligations.

Download

Preparation Engagement Letter

A formal engagement letter under English law establishing terms between accountant and client for financial statement preparation services.

Download

Expert Witness Engagement Letter

A formal engagement document used in England and Wales to retain expert witness services, outlining terms and obligations under CPR Part 35.

Download

Audit Engagement Letter

A formal agreement under English and Welsh law establishing the terms of engagement between an audit firm and its client for audit services.

Download

Evergreen Engagement Letter

A continuing professional services agreement under English law that establishes an ongoing engagement between service provider and client without a fixed end date.

Download

Contractor Engagement Letter

A formal engagement letter under English and Welsh law that establishes the terms between a contractor and client company.

Download

Valuation Engagement Letter

A formal engagement letter for valuation services under English and Welsh law, establishing the terms and conditions for professional valuation services.

Download

Client Engagement Agreement

An England and Wales-governed agreement establishing terms between a service provider and client.

Download
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it

2 Docs LeftAccess Now