Agree the expert questions and prepare for the conference of experts
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the pleadings, the issues list and each side’s proposed questions, build a comparison table of the questions, facts and assumptions proposed, mark where they differ or are framed selectively, and draft a proposed joint set and conference agenda for the lawyer to rework.
- What the lawyer must review
- The lawyer settles the questions and assumptions so they are unbiased and not selective, negotiates them with the other side, confirms each expert has agreed to the Code, and manages the conference and joint report process.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the pleadings, the issues list and each side’s proposed questions, build a comparison table of the questions, facts and assumptions proposed, mark where they differ or are framed selectively, and draft a proposed joint set and conference agenda for the lawyer to rework. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the material (including produced and subpoenaed documents subject to the implied undertaking or any confidentiality order) may go into the tool before it is used.
- Check every assumption against the evidence.
- Confirm each expert has signed the Code acknowledgement.
- Confirm the agenda covers every issue on which the experts differ.
Sources
- Federal Court of Australia, Expert Evidence Practice Note (GPN-EXPT) and Harmonised Expert Witness Code of Conduct · 2026-10-18
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.