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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
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
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
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