Consulting and Testifying Engagements
Some matters need an expert in the background, helping counsel understand the construction issues, evaluate a claim and plan discovery. Others need a disclosed expert who will write a report and testify. Paul accepts both kinds of engagement, and a consulting engagement can convert to a testifying engagement if counsel decides to disclose him.
In a consulting role, Paul typically reviews the file, identifies the workmanship issues that matter, flags missing records, and helps counsel frame inspection requests and deposition questions for contractor witnesses. In a testifying role, he adds a formal inspection, a written report that sets out each opinion and its basis, and testimony.
What an Engagement Can Include
- Early case assessment. A candid read on whether the workmanship issues support the position being considered, before significant expense is incurred.
- Document review. Contracts, plans, specifications, change orders, RFIs, submittals, daily reports, photographs, invoices and correspondence.
- Site inspection. Field examination and photographic documentation of the installed work under an agreed protocol, including joint inspections with other experts.
- Workmanship analysis. Comparison of observed conditions with the contract documents, adopted code, manufacturer instructions and trade practice.
- Repair scope and cost. A description of the corrective work required and a cost of repair for the work within his experience.
- Rebuttal. Review of an opposing expert's report and a written response that addresses each opinion.
- Testimony. Deposition, arbitration hearing and trial testimony.
What Falls Outside the Scope
Paul's opinions are limited to construction workmanship, installation methods, contractor practices, code compliance of installed conditions within his experience, and repair scope and cost. He does not provide:
- Structural engineering or structural adequacy opinions
- Architectural or design professional standard of care opinions
- Mechanical, electrical or plumbing engineering design opinions
- Laboratory testing, materials science or geotechnical opinions
- Medical, health effects or toxicology opinions
When a matter needs one of these disciplines as well, Paul will say so at the outset so counsel can retain the appropriate professional.
Starting an Engagement
Every engagement begins with a conflict check. Send the names of the parties and a short description through the contact page. Once the conflict check is cleared, Paul sends his engagement agreement. Work begins when the signed agreement and retainer are received. The engagement fees and terms are set out below so that counsel and claims professionals can plan for them.