Instruction & issues
The Letter of Instruction, questions for the expert and the procedural context are reviewed so the required evidence is clear.
Selective expert witness instructions
SurveyAll considers selected building surveying expert witness instructions after the formal issues, competence, conflicts, legal instructions and court requirements have been reviewed.
Different from ordinary client advice
Under CPR Part 35, the expert's overriding duty is to help the court on matters within the expert's expertise. That duty overrides obligations to the person giving instructions or paying the expert.
For that reason, expert witness work is not treated as an upgraded defect survey. The precise expert questions, legal framework, documents, timetable and any Court Directions need to be understood before SurveyAll confirms whether the instruction is appropriate.
Before appointment
Formal acceptance comes after the instruction has been checked, not simply after an enquiry is received.
The Letter of Instruction, questions for the expert and the procedural context are reviewed so the required evidence is clear.
SurveyAll considers whether the issues fall within the surveyor's expertise and whether any conflict prevents acceptance.
Relevant pleadings, schedules, photographs, previous reports, repair records and access requirements are identified before the scope is finalised.
The inspection, report, further questions and any later expert activity are scoped against the court timetable and the work reasonably required.
Potential areas of instruction
Professional boundaries
The report addresses the questions the expert has actually been instructed and permitted to address.
Material facts that support or detract from an opinion must be considered rather than advocacy adopted.
Questions outside expertise or conclusions that cannot be reached from the available evidence are identified.
Where Part 35 applies, the report is prepared to the applicable procedural requirements and declarations.
Often a simpler report is enough
Many property concerns first need clear factual evidence, not court evidence. Using the proportionate route avoids unnecessary formality and cost.
Common questions
No. Expert witness work is accepted selectively. The subject matter, formal issues, competence, conflicts, timetable and procedural requirements must be reviewed before an appointment is confirmed.
Yes. For a potential CPR Part 35 instruction, SurveyAll expects the formal issues and required expert evidence to be defined through the legal instruction. Court Directions and relevant pleadings, schedules, reports or evidence should also be provided where applicable.
An expert instructed for proceedings has an overriding duty to help the court on matters within the expert's expertise. The report has formal content and declaration requirements and is not simply a stronger version of an ordinary client report.
SurveyAll generally requires formal legal instructions for CPR Part 35 work and does not treat a normal homeowner dispute enquiry as an expert witness appointment. An independent evidence report may be the more appropriate starting point in many cases.
No. An expert should only give opinions within their expertise and should identify when a matter requires another discipline or when the available evidence is insufficient for a definite opinion.
Solicitor-led formal instruction
Send the proposed Letter of Instruction, relevant Court Directions and a concise summary of the matter. SurveyAll will review the scope before confirming whether the appointment can be accepted.