Glossary and Scope of Training
Chapter 1: Building the Legal Foundation of Your Expert Practice
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Chapter 1
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Opening
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Welcome (1:00)
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Let's Get Started (2:28)
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EIN Registrations in your State
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What is a Fee Schedule? (0:47)
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All About Fee Schedule
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Fee Schedule Generator
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Conflicts Check
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Conflicts Checks: Pausing Before You Proceed (1:11)
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"Is this a Conflict?" Lab
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Conflicts Check Acknowledgement
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Conflict Identified: Disclosure & Next-Step Notice
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Knowledge Check
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Closing
Chapter 2: Designing a Court-Ready Curriculum Vitae
Chapter 3: Contracts That Protect You: Structuring Defensible VE Agreements
Chapter 4: The Gold-Standard Intake: Building Your Defensible Initial Interview Framework
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Chapter 4: The Gold-Standard Intake: Building Your Defensible Initial Interview Framework
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Opening
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Intake Purposes (1:29)
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Why Initial Intake?
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Initial Inquiries with Attorneys
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Intake Disclosure
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Downloadable Intake Disclosure
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Functional Questioning
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Functional Questioning Scripting
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Follow-Up Questioning Lab
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Initial Interview Template
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Knowledge Check
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Closing
Chapter 5: Thinking Like an Expert, Not a Service Provider
Chapter 6: Ensuring Impartiality: Mastering Conflict-of-Interest Protocols
Chapter 7: Core Principles of Vocational Evaluation in Private Law
Chapter 8: Advanced Foundations of Private-Law Vocational Practice
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Chapter 8
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Opening
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The Defensible Vocational Evaluation Workflow (Private Law)
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The Private-Law VE Workflow™ (13-step proprietary method)
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SOAPing medical records
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Knowledge Check
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Translating medical jargon → vocational language
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Knowledge Check
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Record Review Matrix™ (how to extract vocational data from clinical files)
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Weighing Conflicting Medical Opinions I
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Weighing Conflicting Medical Opinions II
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Medical Opinion Credibility Scale
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Complex Functional Capacity Intro
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Complex functional capacity synthesis
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Knowledge Check
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Closing
Chapter 9: The Confident Expert: Mindset, Presence, and Professional Authority
Chapter 10: Inside the Process: Real-World Case Walkthroughs & Testimony Breakdowns
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Chapter 10
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Opening
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Complex case types: stroke, PTSD, hand injuries, chronic pain
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Knowledge Check
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Specific Vocational Preparation (SVP)
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When DOT contradicts real-world job demands
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Occupations generally performed vs actually performed
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Knowledge Check
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Absenteeism and Off Task Behavior
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Knowledge Check
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Closing
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Break Session (0:46)
Chapter 11: Building and Defending Vocational Opinions in Litigation
Chapter 12: Staying in Your Lane: Avoiding Speculation in Reports and Testimony
Chapter 13: Evidence-Based Assessment: Proper Use of Vocational Testing Tools
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Chapter 13
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Opening
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When Testing Helps/Hurts Vocationally
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Checklist
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Test-by-Test Overview (WRAT5)
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Test-by-Test Overview (RAIT)
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Test-by-Test Overview (WIAT4)
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Test-by-Test Overview (ONET Interest Profiler)
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Test-by-Test Overview (Copes, Cops, Caps)
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Test-by-Test Overview (SDS)
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Knowledge Check
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Decision Drill: Which tool would you use?
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Additional Vocational & Related Assessments (Overview Only)
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Closing
Chapter 14: Mastering Transferable Skills Analysis in Private Law Cases
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Chapter 14
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Opening
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Advanced TSA methods (remote feasibility, hybrid analysis, hybrid DOT roles)
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Transferable Skills Scenario Trainer
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Transferable Skills Advanced Decision Tree
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Triangulation Method: Functional capacity + TSA + earnings + legal question
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Step-by-Step Triangulation Exercise & Knowledge Check
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Mock Testimony TSA
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Closing
Chapter 15: Crafting Defensible Private-Law Reports
Chapter 16: Ethical Excellence in Private Law Practice
Chapter 17: Understanding Admissibility Standards for Vocational Experts
Chapter 18: Advanced Labor Market Analysis for Expert Testimony
Chapter 19: Deposition Mastery: Strategies, Responses, and Avoiding Traps
Chapter 20: Delivering Credible, Confident, and Defensible Testimony
Chapter 21: What Vocational Experts Really Make: Market Data, Trends, and Benchmarking
Chapter 22: Financial Leadership: Implementing the Profit-First VE Business Model
Chapter 23: Client Acquisition Strategies for the Modern Vocational Expert
Chapter 24: Performance Metrics: KPIs, Payroll Structures, and Scaling Your VE Practice
Chapter 25: What to Request — What to Look For — What to Cite
Chapter 26: Essential Tools & Resources for the Modern Vocational Expert
Chapter 27: Branding, Marketing & Positioning
Chapter 28: Risk Management Essentials: Insurance for Expert Witnesses
Chapter 29: Organizing Your VE Practice Like a Law Firm
Chapter 30: Mastering Billable Time: Tracking, Billing, and Maximizing Your Value
