The first contact an attorney makes with the expert may be by telephone, e-mail, letter or in person. At this point, the expert should write an intake memo. The memo should include the:  

• Date.
• Name, address, phone number and e-mail address of attorney.
• Name, address and phone number of opposing attorney.
• Date of the subject event.
• Location of the event or evidence involved.
• Location of relevant documents and information.
• Brief description of the problem or situation and the alleged crime or event.
• Statement of terms of initial assignment.

Some initial contacts do not result in cases. It is a good idea to maintain a file of contact memos entitled, "pending matters/not yet cases." The memo could be important when checking for possible conflicts, should the expert be contacted later by opposing parties.

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