Professional Services

Expert Witness & Medical Record Review Engagement Agreement

Please review and complete the engagement letter below. Fields marked with * are required.

Expert Urology Consulting PLLC

Mark A. Wille, MD, FACS, Managing Member

P.O. Box 60712, Chicago, IL 60660-0609

1. Parties

This agreement governs the engagement of Expert Urology Consulting PLLC ("EUC"), a professional limited liability company organized under the laws of the State of Illinois, and the retaining client identified above.

EUC provides professional consulting services through its Managing Member, Mark A. Wille, MD, FACS.

2. Scope of Services

EUC provides professional services that may include:

  • medical record review
  • case consultation
  • preparation of written reports
  • deposition testimony
  • trial testimony
  • litigation consulting

Services are limited to consulting and expert witness activities only.

EUC does not provide clinical care or medical treatment, and no physician-patient relationship is created through this engagement.

3. Independence of Expert Opinion

All opinions rendered by EUC are independent professional judgments based on medical knowledge, training, experience, and the materials reviewed.

Opinions are not contingent upon litigation outcome, settlement, or client expectations.

EUC reserves the right to modify opinions if additional records or information become available.

4. Materials Provided for Review

The retaining party is responsible for providing all materials necessary for review.

EUC's analysis and opinions are based solely on the records and materials provided. EUC has no responsibility for identifying missing records or independently obtaining additional materials unless specifically requested and agreed upon in writing.

If additional records are received after opinions have been formed, EUC may revise its opinions accordingly.

5. Fees and Billing

Professional services are billed as follows:

  • Record review and consulting: $600 per hour
  • Deposition testimony: $800 per hour (Four-hour minimum billing)
  • Trial testimony: $800 per hour (Full-day minimum billing)
  • Travel time: billed at $600 per hour

Billing increments: Fees will be billed by the tenth of an hour, with a minimum charge for any discrete task of two tenths of an hour (12 minutes).

Additional expenses including travel, lodging, and reasonable out-of-pocket costs will be billed to the client.

Travel and Expense Reimbursement

  • Travel by Car: 62.5 cents per mile
  • Travel by Air or Train: The actual cost of the round-trip ticket, plus a ten percent (10%) handling fee
  • Lodging: For any travel of more than eighty (80) miles from the office, reimbursement for the cost of meals and lodging, plus a ten percent (10%) handling fee
  • Car Rental: For travel beyond the local area, reimbursement for the cost of a mid-sized rental car and any associated expenses, plus a ten percent (10%) handling fee
  • Other Expenses: Expenses associated with photography, reproduction of documents and photographs, preparation of exhibits, storage of materials or evidence, and other reasonable expenditures shall be reimbursed at market rates

Tip: You may avoid the ten percent handling fee associated with certain travel expenses by arranging to directly purchase round-trip travel tickets on behalf of EUC, and by arranging for the direct payment of any car rental expense, lodging, and meal expenses by your office.

Graphic Design and Exhibit Preparation

Time spent preparing graphics or exhibits will be billed at $600 per hour, regardless of who performs the associated services.

In the event that EUC outsources the preparation of graphics or exhibits, the client shall reimburse for the actual cost of the outsourced services, plus a five percent (5%) handling fee; however, the fee for outsourced services shall not exceed the rate of $600 per hour without client approval. The fees outlined in this paragraph do not include the cost of materials.

6. Retainer

A non-refundable retainer of $2,400 is required before work begins.

The retainer will be applied to the final invoice. If services exceed the retainer amount, the client will be billed for the remaining balance.

EUC may require additional retainers depending on the scope of the engagement.

7. Invoices and Payment Terms

Invoices are typically issued periodically during the engagement.

Payment is due upon receipt.

Invoices not paid within 30 days may result in suspension of services until payment is received.

Interest on Delinquent Balances: Interest shall accrue to any delinquent balance at the maximum rate permitted by law.

In the event that a bill remains unpaid for sixty (60) or more days after the date of issuance, EUC shall have the unrestricted right to withdraw from performing additional services for the client on any and all cases that EUC is working on for the client.

8. Scheduling of Testimony

Depositions and trial testimony must be scheduled in advance.

Late cancellations within 72 hours of a scheduled deposition or testimony appearance may be billed at the applicable minimum appearance fee.

Trial scheduling requires advance coordination and may require a reserved testimony day fee.

9. Confidentiality

All case materials and communications received by EUC are treated as confidential and will be used solely for purposes of the engagement.

EUC may disclose information if required by court order, subpoena, or applicable law.

10. Handling of Protected Health Information

EUC may receive materials containing protected health information (PHI) or other confidential records.

Such information will be stored in secure electronic systems with appropriate administrative, technical, and physical safeguards consistent with applicable privacy laws and professional standards.

PHI Representations and Indemnification

In the event that you provide EUC with any Protected Health Information (PHI) pursuant to this agreement, you hereby warrant and represent that:

  • Lawful Acquisition: All PHI provided to EUC has been lawfully obtained in compliance with the Health Insurance Portability and Accountability Act (HIPAA) and applicable state privacy laws.
  • Authorized Disclosure: The disclosure of PHI to EUC complies with HIPAA and applicable state privacy laws, and that proper authorization has been obtained from the patient(s) whose PHI is being disclosed.
  • Indemnification: You agree to indemnify and hold EUC harmless from any and all claims, damages, or expenses arising from any unlawful disclosure of PHI by you, including but not limited to violations of HIPAA, state privacy laws, or any other applicable law or regulation.

You acknowledge that EUC is relying on these representations in agreeing to receive and review any PHI in connection with the services provided under this agreement.

11. Record Retention

EUC retains consulting case files for seven (7) years following completion of the engagement unless a longer retention period is required by law or by written agreement.

After the retention period expires, EUC may securely destroy case materials without further notice.

Clients are responsible for maintaining their own copies of all materials and reports.

12. Conflict of Interest

Prior to accepting an engagement, EUC conducts a conflict review based on the information provided by the client.

If a conflict becomes apparent after the engagement begins, EUC reserves the right to withdraw from the engagement.

13. Limitation of Use

Reports and opinions produced by EUC are intended solely for the specific case or matter for which EUC was retained.

EUC's work product may not be reused, redistributed, or relied upon in other matters without written permission.

14. Limitation of Liability

EUC's services are professional consulting services provided in good faith based on available information.

To the fullest extent permitted by law, EUC's liability arising from this engagement shall be limited to the amount of professional fees paid for the engagement.

15. Governing Law

This agreement shall be governed by the laws of the State of Illinois.

Any disputes arising from this agreement shall be resolved in the courts located in Cook County, Illinois.

16. Entire Agreement

This agreement constitutes the entire understanding between the parties regarding this engagement and supersedes any prior discussions or representations.

Any modifications must be made in writing.

17. Acceptance

By signing below or by requesting that EUC begin work on the matter, the client agrees to the terms of this engagement agreement.

Agreement Expiration: This agreement expires one (1) year following the date of execution.

Note: Information submitted through this form is not considered confidential. Do not include any sensitive or private information you wish to keep confidential. You may contact our office directly at [email protected] if you are concerned about the confidentiality of any content entered in a form.

I accept the terms of this agreement:

Instructions will be presented after you click submit.