Designing breach settlement expert witness designation and report review UI in Figma: WIT-EXP-* experts, RPT-EXP-* reports, and CHL-DAU-* challenge workflows

Quick answer

Expert witness UI governs who may opine, what they saw, and how opposing counsel challenges the report—not a shared folder of PDF drafts. Design WIT-EXP- expert profiles* with CV, conflicts check, and ACL-EXP- room access* under protective order tiers, RPT-EXP- report versions* with redline and privilege scrub, and CHL-DAU- Daubert challenge* workflows tied to court deadlines. Experts must only access CONF- tiers* their designation permits; every RPT-EXP-* export runs SCRUB-EXP- against PRIV- and RED-DSQ-* tags** before disclosure. Without this UI, late expert supplements violate scheduling orders and Daubert motions lack structured response tracking. Start from the Figma guides hub and pair with deposition exhibit UI, DSQ export, and court monitor reporting.

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Who this is for

• Product designers building expert disclosure, report collaboration, and challenge-response modules in settlement litigation software.
• Settlement counsel and expert coordinators managing WIT-EXP-* designations across multiple defendants and MDL matters.
• Legal ops proving ACL-EXP-* compliance when opposing counsel moves to exclude expert testimony.

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Expert witness lifecycle overview

ExpertWitnessProgram — WIT-EXP-992-003 · matter: SET992 · Status: Designated
├── Triggers:
│   ├── Court expert disclosure deadline
│   ├── Expert retained · CV and fee schedule submitted
│   ├── RPT-EXP-* draft ready for internal review
│   ├── CHL-DAU-* motion filed · response due
│   └── Supplemental report after new DSQ-* production
├── ID namespace:
│   ├── WIT-EXP-* (expert witness) · RPT-EXP-* (expert report)
│   ├── DES-* (designation filing) · CV-* (curriculum vitae pack)
│   ├── ACL-EXP-* (expert data access scope) · SCRUB-EXP-* (report privilege check)
│   ├── CHL-DAU-* (Daubert challenge) · RSP-DAU-* (challenge response)
│   ├── FEE-EXP-* (fee schedule) · LOG-EXP-* (expert access audit)
│   ├── DEP-EXP-* (expert deposition exhibit link)
│   └── LINK-DSQ · LINK-ROOM · LINK-PRIV
├── Expert categories:
│   ├── Damages · liability · causation · security · economics
│   ├── Rebuttal · hybrid fact/expert (flagged)
│   ├── Court-appointed · jointly retained
│   └── Consulting expert (non-testifying · restricted ACL)
├── Workflow:
│   ├── Onboard WIT-EXP-* · conflicts · CV-* upload
│   ├── Grant ACL-EXP-* to ROOM-* tiers per PO-*
│   ├── Draft RPT-EXP-* with citation links to Bates
│   ├── Internal review · SCRUB-EXP-* · designate DES-*
│   ├── Opposing CHL-DAU-* → RSP-DAU-* task queue
│   └── Expert dep prep · DEP-EXP-* demonstratives
└── Outcomes:
    ├── Timely expert disclosure package
    ├── Defensible LOG-EXP-* for access disputes
    └── Structured Daubert response audit trail

WIT-EXP-* role	ACL-EXP-* scope	RPT-EXP-* disclosed
Testifying damages	ROOM-STD + designated DSQ-*	Full report
Security rebuttal	ROOM-HIGH with WM-*	Redacted appendices OK
Consulting only	No DSQ-* · summary stats only	Not disclosed
Court-appointed	All parties equal access	Joint filing workflow

Verdict: Designate ACL-EXP- before granting any ROOM- access— experts are USR-GST-* with extra scrutiny.**

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WIT-EXP-* onboarding and designation UI

ExpertProfile — WIT-EXP-992-003 · party: Defendant · Status: Pending designation
├── Identity and credentials:
│   ├── Name · firm · specialties · prior testimony count
│   ├── CV-* upload · publications · prior cases list
│   ├── FEE-EXP-* hourly · retainer · billing cap
│   └── Conflicts check workflow · co-defendant sharing rules
├── Designation package (DES-*):
│   ├── Topics opined · data relied upon summary
│   ├── Estimated report date · deposition availability
│   ├── Link to proposed RPT-EXP-* outline
│   └── Local rule checklist (page limits · format)
├── ACL-EXP-* configuration:
│   ├── ROOM-* checkboxes per CONF-* tier
│   ├── DSQ-* subset (not entire production by default)
│   ├── TOK-EXP-* expiry aligned to report deadline
│   ├── Watermark profile WM-EXP-* on all views
│   └── Block download · allow view-only notes export
├── Approvals:
│   ├── Lead counsel sign-off on DES-*
│   ├── Co-defendant consent if shared expert
│   └── LOG-EXP-* starts at first ACL grant
└── Integration:
    ├── Map to USR-GST-* in [data room](/designing-breach-settlement-protective-order-compliance-and-restricted-data-room-ui-in-figma/)
    ├── [IP allowlist](/designing-ip-allowlist-and-network-restrictions-ui-in-figma/) for firm network
    └── [MFA requirement](/designing-two-factor-authentication-and-security-settings-ui-in-figma/) for ROOM-HIGH

Use forms UI for designation fields, file upload for CV-* packs, and team roles for co-counsel approval chains.

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RPT-EXP-* report drafting and version control UI

ExpertReport — RPT-EXP-992-003-v2 · wit_id: WIT-EXP-992-003 · Status: Internal review
├── Document structure:
│   ├── Sections with court-required headings
│   ├── Citation panel: Bates · DEP-* · external sources
│   ├── Data appendix · methodology · assumptions
│   └── Privilege footnote flag per paragraph
├── Version control:
│   ├── v1 draft · v2 post-counsel review · v3 designated
│   ├── Redline compare · comment threads · resolve workflow
│   ├── Lock v3 on DES-* filing · supplemental v4+ branch
│   └── Export PDF with hash · store in COC-RPT-*
├── SCRUB-EXP-* validation:
│   ├── Cross-check citations against PRIV-* withheld ranges
│   ├── Flag quotes from RED-DSQ-* redacted text
│   ├── Warn if CONF-AEO material cited in open report section
│   └── Require counsel waiver or move to sealed appendix
├── Review roles:
│   ├── Expert author · associate reviewer · lead counsel approver
│   ├── Opposing counsel view only after designation (separate portal)
│   └── [Court monitor](/designing-breach-settlement-court-monitor-and-special-master-reporting-ui-in-figma/) read-only if appointed
└── Outputs:
    ├── Designated RPT-EXP-* PDF for DES-* filing
    ├── Public redacted version if sealed appendix exists
    └── Source data index for CHL-DAU-* response

Pair with badges for version status, accordions for long methodology sections, and audit log for comment and approval events.

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CHL-DAU-* challenge and RSP-DAU-* response UI

DaubertChallenge — CHL-DAU-992-007 · target: RPT-EXP-992-003-v3 · Status: Open
├── Challenge intake:
│   ├── Filing party · motion date · hearing date
│   ├── Grounds: methodology · reliability · relevance · bias
│   ├── Pinpoint citations to RPT-EXP-* sections
│   └── Link supporting DEP-* or DSQ-* exhibits
├── Response workspace (RSP-DAU-*):
│   ├── Task list per challenge paragraph
│   ├── Assign expert vs counsel sections
│   ├── Deadline countdown · court calendar sync
│   ├── Attach rebuttal RPT-EXP-* supplement if needed
│   └── Generate response outline export
├── Collaboration rules:
│   ├── Expert edits in tracked mode only post-challenge
│   ├── Counsel cannot alter expert methodology claims without expert ack
│   └── LOG-EXP-* on all RPT-EXP-* changes during challenge
├── Hearing prep:
│   ├── Link [deposition exhibits](/designing-breach-settlement-deposition-exhibit-and-trial-binder-ui-in-figma/) for demonstratives
│   ├── TRL-* load for expert testimony slides
│   └── Outcome recording: granted · denied · limited
└── Outcomes:
    ├── RSP-DAU-* filed · version locked
    ├── If excluded: mark WIT-EXP-* inactive · revoke ACL-EXP-*
    └── If limited: RPT-EXP-* v4 with redacted opined topics

Use progress steppers for response deadlines, tables for grounds matrix, and inline alerts when hearing date conflicts with supplement deadline.

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LOG-EXP-* access audit and fee transparency UI

ExpertAccessAudit — LOG-EXP-992 · wit_id: WIT-EXP-992-003 · period: Sep 2026
├── Events captured:
│   ├── ROOM-* enter · document view · search · print denied
│   ├── RPT-EXP-* edit · comment · export
│   ├── ACL-EXP-* grant · revoke · TOK-EXP-* refresh
│   └── Hours billed vs LOG-EXP-* active time (optional reconcile)
├── Dashboards:
│   ├── By expert · by DSQ-* · anomaly: bulk download attempts
│   ├── Compare expert data access to RPT-EXP-* citations
│   └── Export for Daubert hearing · [compliance pack](/designing-compliance-exports-and-legal-hold-ui-in-figma/)
├── Fee transparency (FEE-EXP-*):
│   ├── Rate disclosure in designation
│   ├── Invoice redaction before privilege log
│   └── Cap alerts before retention exhausted
└── Retention:
    ├── LOG-EXP-* per PO-* schedule
    └── Link [archive](/designing-breach-settlement-archive-and-long-term-record-retention-ui-in-figma/) after matter close

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Comparison: testifying vs consulting expert vs rebuttal expert

Dimension	Testifying WIT-EXP-*	Consulting (non-testifying)	Rebuttal expert
Disclosure	Full DES-* + RPT-EXP-*	Often none	After opposing expert
ACL-EXP-*	Scoped ROOM-*	Minimal or aggregate data	Opposing RPT-EXP-* + DSQ-*
SCRUB-EXP-*	Required at designate	N/A	Cross-check opposing quotes
CHL-DAU- risk*	High	Low	Medium-high
Best UI focus	Version control + ACL	Access firewall	Citation compare tools

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Common mistakes

1. Experts get full DSQ- access*— over-disclosure and impossible LOG-EXP-* defense.
2. No version lock on designated RPT-EXP-*— supplemental reports blur without v3/v4 branching.
3. SCRUB-EXP- skipped*— report quotes privileged text from RED-DSQ-* productions.
4. CHL-DAU- tasks in email*— missed deadlines and inconsistent RSP-DAU-* filings.
5. Consulting experts in same USR-GST- pool*— accidental testimony waiver.

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Recommended workflow

1. Onboard WIT-EXP-* with CV-, conflicts, and FEE-EXP- before any data access.
2. Configure ACL-EXP-* to minimum ROOM-* and DSQ-* subset per designation topics.
3. Draft RPT-EXP-* with Bates citations · run SCRUB-EXP-* before internal review.
4. File DES-* with locked RPT-EXP-* v3 · grant opposing counsel designated view.
5. If CHL-DAU- filed*, open RSP-DAU-* task queue with deadline tracking.
6. After ruling, update WIT-EXP-* status, ACL-EXP-, and prep DEP-EXP- for testimony.

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FAQ

Co-defendants share one expert?

Single WIT-EXP-* with multi-party DES-* consent · ACL-EXP-* shared · RPT-EXP-* joint authorship flags · split FEE-EXP-* billing views.

Expert needs data not in DSQ-* yet?

Block RPT-EXP- citation* until EXP-DSQ-* completes · flag supplemental report track · notify discovery lead.

Opposing expert report received— rebuttal workflow?

Create WIT-EXP- rebuttal role* · import opposing RPT-EXP-* PDF · side-by-side citation tool · shorter ACL-EXP-* if only reviewing their report.

Sealed expert material?

RPT-EXP-SEAL- appendix* · separate ACL-EXP-* · TRL-SEAL-* for hearing · LOG-EXP-* enhanced.

Expert deposition scheduling?

Link WIT-EXP- to DEP-EXP- prep** · deposition exhibit UI for demonstratives · calendar integration optional.

After exclusion— data retention?

Revoke ACL-EXP- immediately* · retain RPT-EXP-* for appeal · LOG-EXP-* and COC-RPT-* per retention policy.

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Next steps

• Design breach settlement deposition exhibit and trial binder UI in Figma — DEP-EXP-* demonstratives at expert dep
• Design breach settlement protective order compliance and restricted data room UI in Figma — ACL-EXP-* room enforcement
• Design breach settlement privilege log and confidentiality designation UI in Figma — SCRUB-EXP-* source rules
• Design breach settlement court monitor and special master reporting UI in Figma — Monitor view of expert filings
• Design vendor risk assessment and third-party security reviews UI in Figma — Expert firm security review