Before you retain an expert, find out what the record actually shows.
How instructions workA technical analysis of the record, prepared for the instructing party’s internal use. Not evidence, not an expert report — the reading that comes before either.
Neurosurgeon and spine surgeon, 25 years in practice. Also a qualified lawyer, and six years as a court-appointed medical expert. The work is documentary and is carried out entirely remotely.
One document, written for the lawyer who instructed it. It answers a single question: does the record show a departure from accepted practice, and where.
This point comes before everything else, because it governs how the review is written and how it should be used.
A review is a technical medical analysis. It is not an expert report, it is not sworn or certified for filing, and it proves nothing. No court is asked to receive it and I do not testify to its contents. It exists to inform your own assessment of the file — what the record shows, and on what medical grounds — not to be put before a tribunal.
Where a matter proceeds, a properly qualified expert in the relevant jurisdiction is retained to produce the report that will be filed. My work sits upstream of that and is designed to make it faster and narrower.
The review is written for the instructing party alone. In common-law systems, work of this kind, commissioned by counsel for the dominant purpose of a contemplated or existing action, is ordinarily covered by litigation privilege — it is created because of the litigation, and is therefore generally shielded from disclosure to the other side.
Two consequences follow, and both matter.
Medical practice is not local knowledge. The management of a cauda equina syndrome, the indications for fusion, the window for decompression, the reading of a post-operative deficit — these rest on institutional protocols and a body of published evidence that circulate the same way everywhere. Surgeons are trained from the same journals and the same trials wherever they practise.
What changes from one jurisdiction to another is the legal test applied to the medical answer — the burden of proof, the treatment of consent, the standard against which conduct is measured. That part belongs to counsel, and I do not trespass on it.
The review itself is never generic. It is built from your record, on your dates, around the specific decisions your clinicians made or failed to make.
Every file reaches me the same way — through a licensed lawyer. What differs is only how you get to that point.
I take instructions from counsel, and from parties who are already represented. I do not accept a file directly from a patient, and I do not assess anyone’s case for them before a lawyer is involved.
There are two reasons, and both work in your favour. The first is privilege: a review commissioned by counsel in preparation for an action is ordinarily shielded from disclosure, which is what allows it to be candid. The second is scope: my work is the medicine in the record. Whether that medicine gives rise to a claim, whether a limitation period has run, whether an action is worth bringing — those are legal questions for the lawyer on the file, and I do not answer them.
Ask your lawyer to instruct me. I do not take instructions from patients directly.
This is not a formality. A review commissioned by your lawyer, in preparation for your case, is ordinarily privileged — it cannot be demanded by the other side, and it is therefore free to tell your lawyer that the record is weak without that ever reaching them. A review you commission alone may carry no such protection, and if it turns out badly it could reach the very people you are complaining about.
Screening a file before committing to a retained expert.
Both depend on the same two things: how long the record is, and how difficult the medicine is. A single admission with clear imaging is not a fifteen-year history across four institutions. You are quoted a fixed price before anything starts — never an open hourly account.
Payment is by PayPal, in US dollars, once scope and price are confirmed and the engagement letter is signed. There is no charge for the initial call in which we establish what you need decided.
A spine surgeon who also trained in law, and who has spent six years reading records for the courts.
I am a neurosurgeon and spine surgeon in São Paulo with 25 years in practice. I trained in medicine and then in neurosurgery at UNIFESP / Escola Paulista de Medicina, where I later served on staff, and I coordinate the spine surgery group for the neurosurgery residency at Hospital CHS. My clinical work is instrumentation and fusion, decompression, percutaneous procedures, and the neurological complications that follow them.
I then read law, and I hold a practising licence at the São Paulo bar in health law and medical defence. For the past six years I have worked before the São Paulo State Court as a court-appointed medical expert and as a technical assistant to parties, in medical liability and health coverage litigation. That work is the whole of this service: reading a record against the medicine and against the questions a court will actually ask. I am the author of six books on surgical technique and medico-legal subjects.
I practise clinically in Brazil. The review work has always been done from the record itself, and is carried out entirely remotely, wherever the instructing party is based.
Rua Borges Lagoa, 1065 — cj. 78
Vila Clementino, São Paulo — SP
Brazil
Office +55 11 3459-4916
WhatsApp +55 11 97454-1233
contact@theindependentmedicalreview.com
Instructions must come from a lawyer licensed in the jurisdiction where the matter sits. If you are a patient or a family member, ask your lawyer to write to me — I cannot open a file without a licensed lawyer standing behind the request.
Counsel: describe the matter, roughly how many pages the record runs to, and what you need decided. A reply within two business days, with a price and a date.
contact@theindependentmedicalreview.com
WhatsApp +55 11 97454-1233 · Office +55 11 3459-4916
Rua Borges Lagoa, 1065 — cj. 78, Vila Clementino, São Paulo, Brazil