“The relationship between the expert and the lawyer is a lot like a horse and a rider. I don’t want you to lead me in a dangerous situation, and I don’t want to lead you in a dangerous situation.”
On this episode of Trial Lawyer Nation, host Michael Cowen is joined by his partner Sonia Rodriguez, for a discussion on the dos and don’ts of working with retained expert witnesses. Sonia and Michael discuss the importance of consistent communication with your expert and remembering that while they may be the expert in their field, you’re the expert in the courtroom. Experts are equipped with technical knowledge, but when it comes to getting a jury to believe your story, it’s best to keep things simple. Just like a rider guides a horse, lawyers must guide their experts–the expert must know why they’ve been hired and how the lawyer sees them fitting in the case.
Featured Guest
Name: Sonia Rodriguez
About: Sonia Rodriguez, a native of San Antonio, Texas, is a partner at Cowen Rodriguez Peacock. Sonia has represented only plaintiffs for nearly 20 years, and she practices in the areas of personal injury trial and appellate law. Beyond the practice of law, Sonia has provided unwavering support to a number of important civic and community causes, including the Young Women’s Leadership Academy and the SAISD Foundation.
Company: Cowen Rodriguez Peacock
Connect: LinkedIn
Episode Highlights
[2:07] The frustration of experts who don’t cite their sources: Retained experts may refuse to back up their opinions with authorities and publications, however, it’s vital that juries hear those citations. The best kinds of experts are natural teachers who want to back up their opinions with data.
[5:42] Dealing with unwieldy experts: When faced with an expert who doesn’t want to anchor their opinions, Sonia reminds the expert that she is trying to protect them because Daubert motions are a real risk.
[7:37] Ensuring nothing is missed: In order to keep everyone on schedule, Sonia communicates with her experts early and often, and always provides a “fake” deadline that builds in plenty of room for flexibility. Sonia also tells experts what they will be using to tell their story to the jury, so they can craft their trial testimony accordingly.
[14:00] When one expert relies on another: Sometimes experts rely on the opinions of another testifying expert to craft their report, so Sonia recommends connecting experts and coordinating schedules as early as possible.
[19:42] How to ensure testimony is cohesive and persuasive: Sonia suggests figuring out where the expert’s opinion fits into your larger story at trial to utilize their testimony most effectively. Keeping the opinions in plain English is always a must.
[24:45] “Dr. Jekyll and Mr. Hyde” Experts: Sometimes experts can be charming and forthcoming on direct examination, but completely turn into another person on cross-examination, becoming defensive and argumentative. That’s when you know it’s time to stop using those experts!
[26:53] Pitfalls of listserv recommendations: While Sonia praises fellow members of the plaintiff’s bar for providing expert recommendations on the listserv, Michael cautions that you must always take these recommendations with a grain of salt and consider the source.
[30:20] Sonia’s final advice on experts: Don’t rely on staff to handle communications with experts; managing experts yourself minimizes the risk of miscommunications. Next, don’t forget to provide experts with key discovery materials as they are uncovered. Finally, build a personal relationship with experts.
Connect with Trial Lawyer Nation
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In this popular and award-winning podcast for trial lawyers, noteworthy author, sought-after speaker, and renowned trial lawyer, Michael Cowen explores critical topics distinctive to the legal profession with some of the biggest names in the industry – specifically focused on developing extremely efficient law practices, securing a competitive edge in the industry, and wildly excelling in the courtroom.
Produced and Sponsored by LawPods.
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129 – Peter Anderson – Powerful Persuasion: Unveiling Peter Anderson’s Trial Strategies and Energy Secrets
On this episode of Trial Lawyer Nation, host Michael Cowen is joined by Peter Anderson, a former insurance claims manager, renowned trial lawyer, and founder of the Law Offices of Peter M. Anderson.
They discuss Peter’s innovative use of simple props and analogies to convey complex medical information to juries, the importance of being calm and prepared in trials, and the challenges of selecting arguments. They also delve into the significance of empathy and respect in depositions, Peter’s approach to calculating damages, and the value of self-care in maintaining a successful legal career. Peter shares insights from notable cases he has worked on, emphasizing the importance of knowing oneself and mastering the art of oration, as well as understanding insurance companies’ tracking methods in settlement negotiations.
Featured Guest
Name: Peter Anderson
About: Peter M. Anderson “PMA” is a former insurance claims manager, national trial tactics lecturer, and expert dirt bike racer. He has tried jury trials every year for two decades, and during this time he’s won over 96% of his jury trials. Attorney Anderson has received money in 16 straight jury trials, and in the past two years he has tried five 18-wheeler semi-truck jury trials. Colorado-based attorney Anderson co-counsels large semi-truck cases, and this year, in 2023 alone, he’s received over $12M in jury verdicts, and with his truck crash settlements this year has exceeded $40 million.
Company: www.coloradopersonalinjury.com
Connect: LinkedIn
Episode Highlights
[07:42] Effective communication with props and analogies: Peter uses props and analogies to explain things like nerves carrying pain or illustrating the weight of the human head, to help jurors understand complex concepts.
[13:56] The importance of self-education and personal growth: Peter engages in constant learning through reading trial guides and holding seminars. He also dedicates himself to self-improvement, waking up early to practice voir dire and voice work.
[25:40] Developing an emotional connection with juries: Peter builds credibility, trust, and emotional connections with jurors by sharing vivid scenes and stories that resonate with them.
[28:27] Gathering powerful stories: Peter spends time listening to clients, seeking powerful moments that emotionally resonate. He uses the “20-20-20 rule” to identify critical aspects of the case.
[33:15] Respecting experts and delivering strong closing arguments: Respecting experts, choosing the moral high ground, and delivering compelling closing arguments that connect with jurors’ emotions are all important.
[49:36] Distinction and board certification for trial lawyers: Peter and Michael discuss the possibility of a distinction or board certification for trial lawyers to recognize the specific skills and dedication required in trial work.
[54:18] Uncertainty and change in the legal industry: Peter and Michael express uncertainty about the future of the legal profession. They discuss the rise of trial teams in advertising firms and the potential impact of non-lawyer ownership of law firms.
Connect with Trial Lawyer Nation
☑️ Follow us on Twitter, Facebook, Instagram & LinkedIn.
☑️ Subscribe to Trial Lawyer Nation on Apple Podcasts, Spotify, Google Podcasts, and YouTube.
In this popular and award-winning podcast for trial lawyers, noteworthy author, sought-after speaker, and renowned trial lawyer, Michael Cowen explores critical topics distinctive to the legal profession with some of the biggest names in the industry – specifically focused on developing extremely efficient law practices, securing a competitive edge in the industry, and wildly excelling in the courtroom.
Produced and Sponsored by LawPods.
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132 – Malorie Peacock – The Hidden Power of Lay Witnesses
Lay witnesses. Whether you call them eyewitnesses, ‘before and after’ witnesses, or damages witnesses, you need them to help you make your case. And sometimes the most unexpected ordinary people can be the greatest witnesses.
“There’s obvious ones like the spouse or the children or family members of your plaintiff. But beyond that, there’s coworkers, there’s neighbors, there’s the pastor, there’s the guy that runs a corner store at the end of the block, their kid’s teacher…it could be a whole universe of people out there.”
On this episode of Trial Lawyer Nation, Michael Cowen and Malorie Peacock explore how to identify potential lay witnesses and the importance of building trust with these witnesses to ensure that they feel comfortable disclosing pertinent information. They also examine the importance of obtaining visual evidence, such as photos and videos, to make events more real for jurors. But when it comes to getting these lay witnesses, lawyers have to be willing to do the legwork.
Tune in to gain valuable insights and strategies for building a compelling case through effective lay witnesses.
Featured Guest
Name: Malorie J. Peacock
About: Malorie J. Peacock is a Partner at Cowen Rodriguez Peacock. She was born and raised in San Antonio, Texas and received her J.D. from the University of Houston Law Center. During her time with Cowen Rodriguez Peacock, Malorie has worked on numerous commercial vehicle, trucking, and wrongful death cases. Malorie brings close attention to detail, commitment to finding safety issues and areas of neglect, continued utilization of technology and cutting-edge visuals in cases, along with a sincere passion to help those who have been hurt, to each and every case.
Company: Cowen Rodriguez PeacockConnect: LinkedIn
Episode Highlights
[03:28] Don’t call lay witnesses “moaners and groaners”: Labels and words matter because they impact client and staff mindset. Clients are supposed to be survivors and not victims.
[05:59] Bullseye of witness credibility: Michael emphasizes the need to go beyond the obvious best friends and family members when identifying witnesses.
[08:48] Demystifying the legal system for witnesses: Lay witnesses don’t have any experience with the legal system. What they know is what they see on TV and it’s super dramatic. So explaining that to them is important in order for them to be comfortable in sharing their stories.
[13:30] The magic number for lay witness selection: Michael explains their process for getting quality witnesses.
[14:21] How to build trust with lay witnesses: Michael and Malorie share their insights on what you need to do to find, meet, and earn the trust of lay witnesses, and whether you meet them individually or in a group setting.
[27:26] Extracting the best witness testimony: Michael and Malorie emphasizes the importance of tailoring questions to the witness, the nuances of guiding non-natural storytellers in describing experiences, and how exploring the before & after of the plaintiff’s life can provide a richer narrative for the court.
[29:23] Using visuals to connect, comfort, and convince: Learn how the use of visuals provided by lay witnesses not only contributes to the credibility of a witness’s testimony, but also serves as a tool to calm nervous witnesses and help them relate their story with more ease and confidence.
[33:01] Nobody gets the witnesses that lawyers get: While you may be able to have your paralegal get things started, putting in the work yourself can lead to the discovery of more witnesses and better witnesses to build a compelling case, understand your client’s story, and tell it at trial.
[35:37] The impact of early lay witness disclosure: Grasp how this strategy can shape the opposition’s perspective and recognize the dual role it plays – fostering comprehensive case readiness and sending a strong signal to the defense about your intentions.
Connect with Trial Lawyer Nation
☑️ Follow us on Twitter, Facebook, Instagram & LinkedIn.
☑️ Subscribe to Trial Lawyer Nation on Apple Podcasts, Spotify, Google Podcasts, and YouTube.
In this popular and award-winning podcast for trial lawyers, noteworthy author, sought-after speaker, and renowned trial lawyer, Michael Cowen explores critical topics distinctive to the legal profession with some of the biggest names in the industry – specifically focused on developing extremely efficient law practices, securing a competitive edge in the industry, and wildly excelling in the courtroom.
Produced and Sponsored by LawPods.
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128 – Malorie Peacock – Mastering the Art of Case Valuation: Strategies and Insights for Successful Negotiations
In this week’s episode, Michael Cowen and Malorie Peacock discuss the importance of accurately valuing personal injury or wrongful death cases.
They recommend lawyers form groups to discuss and share insights on case valuation, using a carefully curated form to identify critical factors influencing a case’s value.
The round table can also provide a more confident and persuasive stance when negotiating with insurance companies or at mediation. Michael and Malorie emphasize the importance of determining when a case is ripe for settlement and the need for sufficient information to be gathered before engaging in negotiations. They challenge the notion that sending a demand letter makes a lawyer look weak and highlight the importance of considering all relevant factors, such as medical bills, potential for future treatment, insurance coverage, and the likelihood of winning at trial.
Case valuation is an art that requires careful analysis and consideration of all available information. The attorneys also encourage lawyers to form mastermind groups to share ideas and perspectives on cases, improving their knowledge and skills.
Featured Guest
Name: Malorie J. Peacock
About: Malorie J. Peacock is a Partner at Cowen Rodriguez Peacock. She was born and raised in San Antonio, Texas and received her J.D. from the University of Houston Law Center. During her time with Cowen Rodriguez Peacock, Malorie has worked on numerous commercial vehicle, trucking, and wrongful death cases. Malorie brings close attention to detail, commitment to finding safety issues and areas of neglect, continued utilization of technology and cutting-edge visuals in cases, along with a sincere passion to help those who have been hurt, to each and every case.
Company: Cowen Rodriguez Peacock
Connect: LinkedIn
Episode Highlights
[01.11] Accurately valuing personal injury cases: The hosts emphasize the importance of accurately valuing personal injury cases to ensure that clients receive fair compensation for their injuries.
[06.12] Considering all relevant factors in case valuation: Correctly valuing a case requires considering all relevant factors, including liability, damages, insurance coverage, and potential jury verdicts
[08.11] The importance of gathering sufficient information: Engaging in settlement negotiations without adequate information can result in missed opportunities, undervaluing or overvaluing a case, and a less favorable settlement outcome
[11.07] Challenging the notion that sending a demand letter is weak: Sending a demand letter can be a powerful negotiation tool that can demonstrate a lawyer’s confidence in their case and their willingness to fight for their client’s rights
[20.23] The round table approach to case valuation: The round table allows for a more comprehensive analysis of a case and helps lawyers prepare a stronger negotiation strategy.
[30.41] Improving knowledge and skills through mastermind groups: The hosts encourage lawyers to form mastermind groups for improved knowledge and skills. They discuss the benefits of collaborating with other lawyers and provide tips for finding or creating a group.
[32.39] Using a carefully curated form to identify critical factors: Using a carefully curated form to identify key factors can help lawyers systematically and objectively evaluate a case’s strengths and weaknesses, which can lead to a more accurate valuation.
[36.43] The benefits of sharing knowledge within the plaintiff’s bar: Plaintiff attorneys shouldn’t see each other as competitors but rather as colleagues who can collaborate and share knowledge to improve their skills and the quality of legal representation for their clients.
Connect with Trial Lawyer Nation
☑️ Follow us on Twitter, Facebook, Instagram & LinkedIn.
☑️ Subscribe to Trial Lawyer Nation on Apple Podcasts, Spotify, Google Podcasts, and YouTube.
In this popular and award-winning podcast for trial lawyers, noteworthy author, sought-after speaker, and renowned trial lawyer, Michael Cowen explores critical topics distinctive to the legal profession with some of the biggest names in the industry – specifically focused on developing extremely efficient law practices, securing a competitive edge in the industry, and wildly excelling in the courtroom.
Produced and Sponsored by LawPods.
