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The Litigation Side of Forensic Accounting Copyrighted 2001 D. Larry Crumbley, CPA, Cr.FA, CFD KPMG ... - page 42 / 275

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© D.L. Crumbley

That First Telephone Conversation

1.

Answer all the questions and keep the conversation simple and to the point; avoid hesitation and long pauses. The attorney is well experienced is asking questions; in a sense, you are being cross-examined.

2.

Let the attorney explain fully the case, in his way at his pace. Be a good listener ( attorneys like that).

3.

Ask as many questions as necessary in order for you to understand the case. Show that you know what you need to know in order to evaluate the situation.

4.

If you have been contacted by the opposing party in this particular matter, immediately disclose that to the caller. Some courts do  not allow an expert to testify for one side if he has been contacted previously by the opposing side.

5.

When asked your expertise and experience, especially in the particular area of interest, be succinct.  Say, “ I have given expert testimony in

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