Expert Packet Assembly Guide
A Structured litigation-ready framework for assembling complete, defensible expert packets for nursing home cases.
Our Approach
Expert testimony is only as strong as the packet behind it. The Lexcura Summit Expert Packet Assembly Guide provides a clear, comprehensive structure for organizing medical records, facility documentation, chronologies, deviations, and case materials into a cohesive, litigation-ready expert packet.
This guide reflects the same methodology used in active nursing home litigation nationwide - ensuring your expert receives exactly what they need, in the order they need it, with no gaps, no confusion, and no missing records.
What This Guide Helps You Do
• Assemble complete, defensible expert packets
• Ensure experts receive all relevant records and documentation
• Avoid missing or incomplete materials that weaken testimony
• Organize case materials in a logical, litigation‑ready sequence
• Strengthen expert opinions, reports, and deposition readiness
• Reduce back‑and‑forth between legal teams and experts
What’s Included in the Expert Packet Assembly Guide
1. Case Overview Materials
• Case summary
• Allegations and key issues
• Timeline of events
• Parties involved
• Facility background
2. Medical Records (Organized Chronologically)
• Nursing home records
• Hospital records
• Emergency department records
• Ancillary provider records
• Physician/provider notes
3. Facility Documentation
• Care plans
• MDS assessments
• CNA flow sheets
• MAR/TAR
• Incident reports
• Investigations
• Policies & procedures
4. Chronologies & Summaries
• Medical chronology
• Deviation summary
• Causation analysis
• Inflection points
• Documentation gaps
5. Deposition Materials
• Prior deposition transcripts
• Deposition summaries
• Key testimony excerpts
• Corporate representative outlines
6. Expert‑Specific Materials
• Expert instructions
• Scope of review
• Questions to address
• Relevant standards of care
• Case‑specific clinical issue
7. Exhibits & Supporting Evidence
• Photos
• Wound images
• Facility logs
• Staffing records
• Survey reports
• State investigations
8. Organizational Structure
• Binder or digital folder structure
• Labeling conventions
• Indexing and tabbing
• Cross‑referencing materials
Why This Guide Matters
A well‑assembled expert packet:
• Strengthens expert opinions
• Reduces delays and confusion
• Ensures no critical record is overlooked
• Improves deposition and trial readiness
• Supports a clear, defensible case narrative
• Enhances expert credibility
Experts consistently deliver stronger, more confident opinions when they receive a complete, organized, and aligned packet.
Need help assembling an expert packet?
Lexcura Summit provides litigation‑ready expert packet assembly, including record organization, deviation analysis, chronology development, and expert‑specific preparation.
Lexcura Summit provides nationwide medical‑legal consulting for nursing home litigation, including expert packet assembly, deviation analysis, medical chronologies, deposition preparation, and causation mapping.