Pathway 2: Independent Expert Witness (Attorney-Retained)

Submit this form to retain Dr. Long & Associates for independent expert services.

We will review your submission and respond within 24 hours.

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This pathway is for cases where expert testimony is, or may become, necessary. All initial work is conducted under attorney work-product protection, giving you the opportunity to receive our findings before deciding whether to designate us as your testifying expert.

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Select Your Service Track

Track A: Forensic Evaluation of Your Client
Comprehensive psychological evaluation including record review, clinical interview, and psychological testing

• Stage 1 ($3,500 flat fee): Complete evaluation with verbal findings delivered under work-product protection
• Stage 2 ($2,000 flat fee): Written FRCP 26 report prepared upon your designation
• Testimony ($300/hour): Deposition prep and testimony billed hourly under separate agreement

Track B: Rebuttal Expert / Critique of Opposing Expert
Independent analysis and critique of opposing expert's report, methodology, and conclusions

• Stage 1 ($3,500 flat fee): Complete critique with verbal findings delivered under work-product protection
• Stage 2 ($300/hour): Upon designation, testimony preparation begins immediately. No separate written report generated.

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How It Works

1. Complete this referral form with your referral question and case documents
2. We review and respond within 24 hours — either accepting the engagement or requesting clarification
3. Upon our acceptance, this form becomes our binding agreement and Stage 1 begins immediately
4. All Stage 1 work is protected under attorney work-product privilege
5. You receive verbal findings and decide whether to designate us for testimony
6. If you designate us, Stage 2 commences per the track-specific structure above

No consultation occurs until this referral form is completed.

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What We Need From You

To ensure the analysis is complete and defensible:

✓ Send us:

• All relevant case records (pleadings, discovery, depositions)
• Expert reports (yours and opposing counsel's)
• Medical, mental health, or other records relevant to the psychological issues
• Any documents that inform the case — even if they seem unfavorable

✗ Don't send:

• Internal strategy memos or case theories
• Attorney opinions about the parties
• Work product or privileged communications

We form our own independent opinion based on the case record. The validity of that opinion depends entirely on having access to complete information.

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Evaluator Qualifications

Dr. Long maintains licensure under the Psychology Interjurisdictional Compact (PSYPACT), authorizing telepsychological services in participating states.

👉 View PSYPACT Map
👉 Access Dr. Long's CV

Jurisdictional Limitations: Services are not available in non-PSYPACT jurisdictions.

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Complete the form below to begin your engagement

Upload Primary Case Documents

The defensibility of an expert opinion depends on the completeness of the record reviewed. Please upload all relevant documents, including:

• Pleadings (complaint, answer, motions)
• Discovery responses and depositions
• Expert reports (yours and opposing counsel's)
• Medical, mental health, or employment records
• Any information that may seem adverse to your case

An opinion based on partial information is easily invalidated on cross-examination.

Please upload up to 20 files (40 MB maximum per file).

For large case files, files over 40 MB, or if you prefer to share via a secure file service (Google Drive, Dropbox, etc.), please email us with the link or transfer instructions.

Acknowledgment & Engagement Terms

By submitting this form, I acknowledge and agree:

1. I have reviewed the service description and two-stage engagement structure for the selected track.
2. Stage 1 is a protected consulting engagement. Dr. Long will act as a non-testifying consultant. All work product is for my internal trial preparation and is protected under attorney work-product privilege.
3. I will provide a complete case record. I understand that withholding relevant information compromises the validity and admissibility of the expert opinion.
4. I will not share litigation strategy or case theories. To maintain the independence of the expert opinion, I will not provide attorney work product, strategic memos, or opinions about the parties.
5. My client is physically located in a PSYPACT-participating state. Services are not available in non-PSYPACT jurisdictions.
6. This submission is my request for Stage 1 services. Upon Dr. Long & Associates' written acceptance via email, this referral form automatically becomes our executed engagement agreement. The Stage 1 flat fee is due within 48 hours of acceptance.

Electronic Signature Authorization: By entering my name below, I certify that I am authorized to retain expert services on behalf of my client and agree that upon acceptance by Dr. Long & Associates, this electronic signature constitutes a binding agreement with the same legal force and effect as a handwritten signature.