Goal & what you need

Goal

Prevent missed expert deadlines, role confusion, stale reports, undisclosed materials, privilege mistakes, fee surprises, deposition failures, and incomplete supplementation.

What you need

Verified matter, responsible lawyer, expert identity, engagement or appointment authority, orders, discovery, and current contact information
Written lawyer direction on classification, expected use, disclosure scope, privilege, opinions, reports, materials, deadlines, deposition, fees, and closure
Current Florida Family Law Rules 12.200, 12.280, 12.281, 12.310, 12.330, 12.365, 12.380, 12.390, 12.400, and 12.410
Restricted version-controlled workspace separating expert materials, disclosure packages, lawyer work product, deposition materials, fees, holds, and proof

Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.

Step-by-step preview

Members can open all 20 steps.

1Establish the verified matter, responsible lawyer, expert identity, discipline, retaining or appointing source, anticipated role, and current contact and engagement information.
2Obtain written lawyer direction identifying the expert’s lawyer-controlled classification, expected use, disclosure scope, opinion subjects, materials, privilege boundaries, deadlines, deposition posture, and approval chain.

Continue the full course

Open the complete SOP and every learning asset

Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.

Sources & references (8)

Preview two sources. Members can open the complete source list.

OfficialThe Florida BarPrimary source

The Florida Bar, Florida Family Law Rules of Procedure effective October 1, 2025, including Rules 12.012, 12.280, 12.281, 12.285 and 12.287

Source reference