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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

We protect your documents and personal data by following strict security and privacy standards.
As non-testifying experts, the federal rules do not require consulting experts to provide disclosures to the other parties. By contrast, testifying experts are required to provide disclosures to the opposing party, including an expert report, and their work and opinions are afforded less protection against discovery.
Depending on the jurisdiction, a consulting expert's identity may not be discoverable. In other words, the work of a consulting expert need not be disclosed to the opposing party, whereas the testifying expert's opinions, notes, and work product are all discoverable.
There are two major exceptions to the lawyer-client privilege under the California Evidence Code, as discussed below. 2.1. Crime or fraud. 2.2. Preventing death or substantial physical harm.
Depending on the jurisdiction, a consulting expert's identity may not be discoverable. In other words, the work of a consulting expert need not be disclosed to the opposing party, whereas the testifying expert's opinions, notes, and work product are all discoverable.
Crime or Fraud Exception. If a client seeks advice from an attorney to assist with the furtherance of a crime or fraud or the post-commission concealment of the crime or fraud, then the communication is not privileged.
In general, consultants provide information but do not testify, whereas testifying experts provide deposition testimony and/or testify in court. When you retain a consulting expert, you benefit from the expert's knowledge and experience in a technical or complex field.
What Is a Consulting Expert? A consulting expert works exclusively behind the scenes. They assist legal teams by offering technical analysis, reviewing evidence, and shaping case strategies. Their work is usually protected under confidentiality rules, ensuring it remains private unless disclosed.
The attorney-client privilege applies to communications “to whom disclosure is reasonably necessary for the transmission of the information or the accomplishment of the purpose for which the lawyer is consulted.” Cal. Evid. Code § 952. This includes communications to an expert consultant.
They may also include documents that a client prepares at the express direction of a lawyer. Privileged documents and communications can take many forms. They could be words spoken aloud, emails, a Word document, a spreadsheet, or an audio file. But there are many situations in which the privilege does not apply.
Rule 3: Label the top of the communication or the subject line of an email: "Privileged and Confidential: Attorney-Client Privileged Communication." This notice should be prominent and easily viewable as soon as someone receives the communication.