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Run Conflict Checks Before Accepting Expert Witness Engagements

Expert witnesses risk disqualification if they've previously worked adverse to a party. Check each new engagement's parties against your prior-case history before you accept.

difficulty Intermediatesetup 30 minresult Conflicts surface before engagement, protecting your credibility and fees from mid-case disqualification.—
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  1. 1

    Capture the Engagement

    Add a Typeform Trigger collecting all parties and opposing counsel.

  2. 2

    Search Prior Work

    Add an Airtable node checking parties against your case history.

  3. 3

    Flag Overlaps

    Add an IF node surfacing any prior adverse relationship.

  4. 4

    Decide Before Accepting

    Route flagged engagements for careful review before you sign on.

  5. 5

    Activate and Test

    Activate the workflow with a conflicting test party. Confirm the flag fires.

Frequently asked questions

Why is this critical?

A discovered conflict mid-trial disqualifies your testimony and torches your reputation — pre-screening protects both.

Side-switching rules?

Flag any party you've opposed too, since testifying against a former client raises its own issues.

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