How to Never Be Retained Again: Add to Someone's Workload

𝗛𝗼𝘄 𝘁𝗼 𝘀𝘁𝗮𝗻𝗱 𝗼𝘂𝘁 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗲𝘅𝗽𝗲𝗿𝘁 𝘄𝗶𝘁𝗻𝗲𝘀𝘀 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝗼𝗻?

Do your job so well it doesn't become someone else's


My standard engagement process is simple:

1. Litigation Consult
2. A Retainer is Received
3. Medical Records are Reviewed
4. A Phone call or Zoom Meeting is held

Here the "Precisor 🤺 Process" cross-road is reached


❌There was no breach in the standard of care

𝙊𝙍

✅The breaches in the standard of care were ...


From there, it goes in many directions


1) Attorney: "𝘞𝘦'𝘥 𝘭𝘪𝘬𝘦 𝘢 𝘳𝘦𝘱𝘰𝘳𝘵"

Me:
• 2 Weeks
• 8 Hours of Work
• 6 Pages of Litigation Gold


2) Attorney: "We'd like to bring on an OB/GYN expert"

Me:
• Reviews list of expert connections
• Sends email to see if interested in serving
• Crafts introductory email to attorney and expert


3) Attorney: "We'd like an affidavit of merit"

Me:
• Write me a legal draft
• Revises it to fit my thoughts
• Signs, Notarizes, Mails the original


4) Attorney: "We'd like to understand spinal headaches"

Me:
• Sends case studies and literature
• Zoom call with manakins and props
• Loom video to review asynchronously


5) Attorney: "We'd like to make a video graphic"

Me:
• Coordinates with videographer
• Voice narrates the critical medical events
• Proceeds with multiple revisions till perfection


What's missing in all these requests❓

✅A follow-up question seeking clarity


The attorney's job is to lawyer

The expert's role is to be an expert


Anything else is amateur hour

𝙏𝙝𝙚 𝙨𝙩𝙖𝙠𝙚𝙨 𝙖𝙧𝙚 𝙩𝙤𝙤 𝙝𝙞𝙜𝙝 𝙛𝙤𝙧 𝙖𝙢𝙖𝙩𝙚𝙪𝙧 𝙝𝙤𝙪𝙧



𝙃𝙖𝙫𝙚 𝙮𝙤𝙪 𝙙𝙚𝙖𝙡𝙩 𝙬𝙞𝙩𝙝 𝙚𝙭𝙥𝙚𝙧𝙩𝙨 𝙩𝙝𝙖𝙩 𝙘𝙡𝙚𝙖𝙧𝙡𝙮 𝙙𝙤𝙣'𝙩 𝙜𝙚𝙩 𝙩𝙝𝙚 𝙥𝙧𝙤𝙘𝙚𝙨𝙨 ... 𝙃𝙤𝙬 𝙙𝙞𝙙 𝙮𝙤𝙪 𝙥𝙧𝙤𝙘𝙚𝙚𝙙?