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The materials explain why written agreements are sound practice to clarify scope, provide written evidence for parties’ mutual understanding, reduce dispute risk, and support enforceable terms. Guidance covers editing for specific assignments and jurisdictions, signing and dating requirements, and documenting any modifications to the original agreement, alongside key liability and representation limitations.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/sample-engagement-letter-for-litigation-consultingexpert-witness-services-instructions-for-use/275595/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/sample-engagement-letter-for-litigation-consultingexpert-witness-services-instructions-for-use/275595.png","ImageObject",442,249,{"name":88,"@type":89},"Aran","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-04","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the sample engagement materials and instructions?","Question",{"text":109,"@type":110},"The materials provide helpful reference information for preparing letters of agreement or engagement related to litigation consulting and/or expert witness services. 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All rights reserved.  \nPrinted in the United States of America. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical , photocopy, recording or otherwise, without the prior written consent of the publisher  \nNOTICE  \nTHESE MATERIALS (SAMPLES AND INSTRUCTIONS) ARE DESIGNED TO PROVIDE HELPFUL INFORMATION AND TO SERVE AS A RESOURCE IN THE PREPARATION OF LETTERS OF AGREEMENT OR ENGAGEMENT , WHICH MAY CREATE LEGALLY BINDING OBLIGATIONS ON THE PARTIES. THESE REFERENCE MATERIALS ARE PROVIDED WITH THE UNDERSTANDING THAT THE APPRAISAL INSTITUTE IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING OR OTHER PROFESSIONAL SERVICES. THE APPRAISAL INSTITUTE DOES NOT ASSUME ANY RESPONSIBILITY OR LIABILITY FOR ANY SERVICES PERFORMED PURSUANT TO USE OF OR RELIANCE UPON THESE MATERIALS NOR DOES THE APPRAISAL INSTITUTE MAKE ANY REPRESENTATION OR WARRANTY THAT THESE MATERIALS CONTAIN TERMS AND CONDITIONS APPROPRIATE TO ANY PARTICULAR APPRAISAL ASSIGNMENT. UNDER NO CIRCUMSTANCES SHALL THE APPRAISAL INSTITUTE BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR EXEMPLARY DAMAGES ARISING OUT OF OR IN CONNECTION WITH USE OF THESE MATERIALS.  \nUSERS SHOULD SEEK THE ADVICE OF COMPETENT LOCAL LEGAL COUNSEL IN THE PREPARATION OF LETTERS OF AGREEMENT AND ENGAGEMENT IN PART TO ENSURE THAT USERS’ INTERESTS ARE PROPERLY REPRESENTED, THAT TERMS AND CONDITIONS ARE APPROPRIATE FOR ANY PARTICULAR APPRAISAL ASSIGNMENT, ARE ENFORCEABLE , HAVE THE DESIRED MEANING AND ARE COMPLIANT WITH LOCAL LAWS.  \nIntroduction  \nThe sample engagement letter addressed by these instructions is intended as a reference for litigation consulting and/or expert witness services within the United States. In 2018, sample engagement materials were developed by the Appraisal Institute and made available as a reference for non-litigation valuation services. Unique concerns arise, however, when appraisers provide consulting or expert witness services for litigation (whether in court or in arbitration) , compelling the use of different terms of engagement. One primary concern is that an appraiser’s engagement letter itself may become a subject of inquiry during cross-examination when an appraiser is serving as an expert witness. In addition, the liability risks for appraisers serving in a litigation consulting or expert witness capacity are substantially different than for non-litigation assignments. Accordingly, this sample engagement letter has been developed to assist appraisers and their clients in drafting engagement terms for litigation-related services.  \nThe sample engagement letter results from the work of a project team comprised of Paula Konikoff, JD, MAI, AI-GRS and Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS, with assistance from Christina Mitakis, Esq. , Associate General Counsel with the Appraisal Institute , and Peter Christensen, Esq. of Christensen Law Firm.  \nThe sample letter referenced below together with the sample agreements for services relating to non-litigation assignments are available to appraisers and clients in the Professional Practice section of the Appraisal Institute’s website at [www.appraisalinstitute.org](www.appraisalinstitute.org).  \nThe sample engagement letter is designed to be edited or modified as appropriate for specific assignments and different jurisdictions.  \nWhy Use an Engagement Letter for Litigation Consulting/Expert Witness Services?  \nValuation standards recognize that an “assignment” or “engagement” is the result of an agreement between an appraiser and a client about a service. Valuation standards do not require that an agreement between an appraiser and client about a service be in writing. However, using a written agreement to set out the details of proposed services is a sound business practice for ","cbCail7AtWDUSg3i","https://ap.wps.com/l/cbCail7AtWDUSg3i","pdf",129724,"English","# NOTICE\n## Materials purpose and limitations\n## Liability and professional scope\n# Introduction\n## Background and rationale\n## Cross-examination and liability risks\n## Development team and references\n# Why Use an Engagement Letter for Litigation Consulting/Expert Witness Services?\n## Written agreement benefits\n## Drafting responsibilities and timing\n## Signing, dating, and retention\n# Completing the Sample Engagement Letter","[{\"question\":\"What is the purpose of the sample engagement materials and instructions?\",\"answer\":\"The materials provide helpful reference information for preparing letters of agreement or engagement related to litigation consulting and/or expert witness services. They are intended to support drafting terms that may create legally binding obligations.\"},{\"question\":\"Why is a written engagement letter recommended for litigation consulting or expert witness services?\",\"answer\":\"Written agreements clarify service terms, provide written evidence of the parties’ agreement, and make disputes easier to resolve when prepared in advance. The process of drafting and reaching a “meeting of the minds” also helps address issues that might otherwise be missed.\"},{\"question\":\"How should engagement letters be handled regarding signatures and modifications?\",\"answer\":\"The engagement letter should be signed (electronically if permitted by law or in ink) and dated by both parties, with both retaining copies. If modifications occur, they should be documented in writing and agreed to by both parties and retained with the original signed letter.\"}]","Sample Engagement Letter for Litigation Consulting/Expert Witness Services - Instructions for Use | PDF",1789488470]