Services

Four lines of work.

Each engagement is scoped in writing before any opinion is formed. Fees are disclosed up front. The work below is what most matters look like.

01 · Case Review

Case Review & Expert Opinion

Independent review of the complete record — operative notes, imaging, anesthesia records, post-operative course, billing — with a written opinion appropriate for filing or for internal counsel review. The opinion is written from the record forward, never from the brief's framing.

  • Initial review of records, imaging, and timeline
  • Identification of the actual standard-of-care questions
  • Written narrative opinion with citations to record pages
  • Supplemental review as records are produced

02 · Testimony

Deposition & Trial Testimony

Sworn testimony at deposition and at trial, with preparation grounded in the specific factual record. The opinion offered under oath is the same opinion offered in writing — counsel knows, in advance, what will be said and what will not.

  • Deposition preparation with counsel
  • Direct, cross, and redirect testimony
  • Demonstrative-aid review prior to trial
  • Travel as required (CONUS)

03 · Peer Review

Peer Review & Quality Assurance

Internal review for hospital systems, DSOs, and credentialing committees — performed under peer-review privilege where applicable. The deliverable is a written assessment with practice-pattern observations, not a punitive finding.

  • Chart review against current AAOMS / ABA standards
  • Practice-pattern analysis across providers
  • Sentinel-event reconstruction
  • Privileged written assessment

04 · Retainers

Advisory Retainers

Ongoing advisory access for insurers, DSOs, and counsel handling recurring OMS volume. A retainer makes early-case triage and informal consultation predictable; matters that develop into full engagements are billed against the retainer.

  • Quarterly or annual retainer terms
  • Same-week response on intake calls
  • Triage opinion before formal engagement
  • Standing access to written analysis

Not every matter is a fit. When the medicine in a case does not support an opinion, that is communicated in writing before depositions are scheduled and before significant fees are incurred.

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