Episode

61 – Malorie Peacock – Elite Litigation: Strategies to Maximize the Value of Every Case

In this Trial Lawyer Nation podcast, Michael is joined by his law partner Malorie Peacock for a discussion of strategies they use to maximize the value of every case. They cover steps to take when you first get a case, storyboarding, gathering evidence, conducting a targeted discovery, the benefits of spending 3+ uninterrupted hours on a case, and so much more.

Michael and Malorie start off the episode with a conversation about what you should do when you first get a case to end up with the maximum value. They both agree you need to conduct a thorough investigation right away. Michael describes how he used to believe if he spent money on a case, he had to get a settlement out of it and get his money back. He would spend $20,000 to investigate and find out it was a tough liability theory but still file the lawsuit, do a ton of work, and spend even more money just to end up with a reduced settlement value and an unhappy client. He has since learned to write off these cases so he can spend his time and money on a case with potential for a better outcome. Malorie then explains how you can research the case yourself if you really don’t want to spend money early on, but Michael and Malorie both agree it’s best to hire an expert as soon as possible.

The discussion shifts to the topic of storyboarding early on in a case. Malorie explains how you plan out exactly how you want things to unfold, but you don’t need all the information right away to plan for a deposition. She describes her highly effective outlining strategy of placing information into “buckets” based on what she needs to talk to each of the witnesses about, constantly asking herself, “What do I really need? What makes this impactful for a jury or not?”

Michael then urges listeners not to appear nitpicky to the jury by bringing up non-causal violations. He shares an example of a different lawyer’s case with a truck driver who did not know any English. While truck drivers are required to speak enough English to understand road signs, the crash had nothing to do with this. That is, until they dug deeper and discovered a massive, shocking flaw in the trucking company’s training procedures.

While many of these strategies can be effective in making the case about the company and maximizing case value, Malorie emphasizes how you can’t ignore what happened in the crash. If it’s the worst company in the world but they had nothing to do with the crash, it doesn’t matter. Michael argues you should always try to make it a systems failure, but if you investigate and there is no credible story, you need to change course. They then discuss other places to look for systems failures which are often overlooked, including the company’s post-crash conduct. Finding these creative case stories and being willing to change course if you find a better story are key to maximizing case value.

Malorie brings up that there are lots of places to gather evidence, many of which are often overlooked. Michael urges listeners to go out to the crash site and walk around, look for cameras, and talk to people whenever possible. He also sees Freedom of Information Act requests as a valuable asset in any case involving an industry with regulations. You can see more than just past crashes, audits, and violations. He explains how sometimes you will see a trucking company who earned the highest score in a safety audit because they promised to fix the issues they had, which they never fixed. Malorie accurately replies, “That sounds like gross negligence.” They both discuss other types of companies who break promises often, and how showcasing this can be a valuable tool in showing the jury this company didn’t just make one mistake, they purposefully lied and tried to cover it up.

Michael and Malorie then discuss how they conduct a targeted and specific discovery. Michael shares how forms can be useful, but adds that you need to look at the issues in your case and adjust those forms accordingly. He describes his strategy of conducting a root cause analysis to dig deep into the reasons a crash may have occurred, a strategy which is incredibly useful for any plaintiff’s attorney. Michael and Malorie then agree on the importance of reviewing depo notes immediately after the depo is concluded and share a useful practice tip to make this process more efficient. After reviewing depo notes, Malorie highlights that many attorneys are hesitant to send a request for production for just one document. She disagrees with this thought process and has found doing this shows opposing counsel you know what you are doing and can even put you in favor with the judge.

Malorie then asks Michael to elaborate on a strategy they use at their firm based off the book “The 4 Disciplines of Execution”, where you block out a 3-hour window of time each week to brainstorm on a case. Michael explains how this time does not include depo prep, discovery, or other “defensive” items, but is meant to be spent “playing offense.” Attorneys are directed to do something to purposely move the case towards resolution and increase the value of that resolution. Michael then emphasizes the importance of these being three uninterrupted hours, because “It takes time for things to gel.” If you spend 30 minutes, 6 times in one week on the case, you have to refresh your memory of all the documents and details, and never dive deep into the critical thinking this activity is meant to promote. This is why Malorie spends the first part of her time reviewing every important document in the case, and inevitably this process leads her to ask questions and explore the answers. She urges listeners to not be intimidated by this process, and notes you don’t need to have a specific goal in mind besides to understand the case better and seek answers to the question, “What is this case about?”

Another strategy they use at their firm is “Workdays.” This is where they gather 3-6 people, including both attorneys and non-attorneys, to spend an entire day working through one case together. Malorie emphasizes the importance of everybody participating and being committed to spending this time on the case at hand. This doesn’t work if people come and go or try to discuss a different case. Michael adds that you don’t need an 8-attorney firm to do this. He’s found success in scheduling once-a-month lunches with peers and implementing a similar strategy.

Malorie has also found utilizing focus groups early-on in the case to be critical in understanding juror perceptions about the immediate facts of a case. Michael agrees this strategy can provide valuable insight into the direction you should take a case story, what questions you need to answer and how your client and experts appear to jurors. They then discuss a time they hosted a focus group where only three people attended, which shockingly ended up being one of the most useful focus groups of the entire case.

To wrap up the episode, Malorie notes “You’re not maximizing the value of a case by wasting time on it.” Michael urges listeners to look at each case individually and carefully, then triage it. Some cases are just not great, whether it be because of tough liability, a great recovery, or a client who presents poorly. Malorie aptly concludes by saying, “Maximizing value doesn’t mean getting $20 million on every case… It’s about allocating your time and resources carefully.”

60 – Matthew Pearson – A New Era: A Look Inside the First Zoom Jury Trial

In this Trial Lawyer Nation podcast, Michael is joined by Matthew Pearson, the plaintiff’s lawyer in the highly publicized first Zoom jury trial in the country. They discuss the trial in detail including how Matthew’s case was selected, how a summary jury trial works, the jury selection process, case presentation, and what (if anything) Matthew would do differently.

The episode begins with a discussion of Matthew’s background and how he became involved in the nation’s first Zoom jury trial. He specializes in first party insurance cases in construction defect from the property owner’s side. Michael notes this is different from most of his other guests, but Matthew identifies some parallels in what he does with other plaintiff’s lawyers.

The case he tried by Zoom involves a commercial building hit by a hailstorm in Collin County, Texas where the insurance company did not want to pay out the claim. As part of Collin County’s ADR process, the parties must hold a summary jury trial before they are allowed a full jury trial. The goal is for a settlement in mediation after the summary jury trial. Matthew’s summary jury trial was originally set for July, but he was asked (or “volun-told”) to move it forward to May 18th and do it virtually. He was a little nervous, but excited overall for the opportunity.

Michael and Matthew then briefly discuss how a summary jury trial is nonbinding and has far less rules than a full jury trial. Each side has an hour and a half to put on their case, then the jury deliberates and comes back with a non-binding verdict. Both sides can then ask the jury questions about the verdict and their deliberation. Matthew finds this approach to be a great opportunity for feedback and to identify areas to improve should the case go to full trial.

Diving right into the jury selection process, Matthew describes how typically in a summary jury trial the mediator will select the jury and only dismiss jurors “on the fringe” of either side. When the court noticed the publicity surrounding this Zoom trial, they decided to give each side 15 minutes to do voir dire (on the Friday evening before the Monday trial no less). Michael asks Matthew how a Zoom jury would do things like raise their hands when asked a group question, a process Matthew describes as “The Brady Bunch on steroids.”

The conversation continues with a look at case presentation. Michael asks if Matthew presented his case differently than he would in an in-person trial. Matthew says he tried to go about it like a regular trial as much as possible. He typically uses PowerPoint for his opening, which worked perfectly for the virtual presentation. He utilized Trial Director software to talk the client though evidence and instructed his expert to use PowerPoint to present key documents as well. The expert also used a digital pen to circle key points and blew up pictures as he presented. Michael notes he typically tries to avoid using too much PowerPoint during trial but agrees it would be necessary when presenting virtually.

The importance of building strong group dynamics in a jury has been discussed in the podcast often. Is it possible to create group bonds when everybody is sitting in their own homes? Matthew notes it wasn’t vital for a one-day non-binding trial but agrees this would be difficult for a week-long trial. He describes how the jurors ate lunch by themselves and when the day is over, they just turn off their computers without interacting with the rest of the jury (it would be improper for them to communicate via phone once the day is over).

Whether a strong group or not, the jury did deliberate for 30 minutes and reached a unanimous verdict. Matthew was pleasantly surprised by the fact they found his expert to be credible, even over Zoom. Leading both to agree on the huge cost savings down the line if trial lawyers no longer needed to pay for experts to travel to a trial.

In Matthew’s case, the damages were all economic. Looking at it from a personal injury perspective, Michael worries about jurors’ ability to assess pain in a virtual trial. He gives an example of people who are more moved by a 30-minute TV show than they are by most trials and sees an opportunity for a new group of consultants to emerge from this. An interesting comparison to Saturday Night Live is mentioned that you have to tune in and hear in order to fully appreciate.

Now for the big question: Would Matthew do a Zoom trial if the result was binding? He’s not so sure if he would. While this experience went very smoothly, it was only a one-day experiment. All the jurors were able to find a quiet place without interruptions and they had no technical issues. If this was a full-blown trial it would go on for much longer. He’s also not confident the results could be replicated for such a large endeavor. And has doubts a jury could go through so much evidence and make a decision based off the evidence virtually. Michael and Matthew discuss possible solutions to this but agree this would be a huge concern.

They close off the episode with Michael asking, “Would you do anything differently?” Matthew replies he would present the same way, with an opening, putting on witnesses, and a modified closing. But he would change his use of technology. He urges listeners to have at least two screens set up and to leave the jury on one screen for the entirety of the trial to monitor their reactions. He would also have his paralegal join to help control documents, like he would in a regular trial. Lastly, they both agree while they are very hesitant to hold a binding trial via Zoom, they may be forced to if this goes into 2021.

This podcast also covers jury engagement, body language, whether Zoom trials can provide a representative jury pool due to the technology involved, the importance of trial consultants, how to share lengthy exhibits with jurors, Matthew’s appearance in Sari de la Motte’s Hostage to Hero Facebook group, and more.

If you’d like to reach Matthew to discuss his virtual trial experience or discuss a case with him, visit his law firm’s website at pearsonlegalpc.com or email him at mpearson@pearsonlegalpc.com.

 

Bio

Matthew Pearson is the founder of Pearson Legal PC based out of San Antonio, Texas.  He has over 25 years of experience litigating matters in federal and state courts throughout Texas and the United States.  He has extensive experience in cases involving insurance law, construction defects, business disputes and employment law, and has earned a reputation for successfully representing his clients in the courtroom.  Mr. Pearson was recognized by Verdict Search for receiving the largest insurance verdict in Texas two years in a row. Verdict Search also recognized Mr. Pearson for receiving the fifth largest contract dispute verdict in Texas and the second largest employment verdict in Texas.

Mr. Pearson is Board Certified in Civil Trial Law and Personal Injury Trial Law by the Texas Board of Legal Specialization.  Mr. Pearson also writes articles and frequently speaks on insurance and construction law issues.

 

59 – Malorie Peacock – Discover Your “Why”: Committing to Organizational Health

In this Trial Lawyer Nation podcast, Michael sits down with his law partner Malorie Peacock. They discuss their recent “deep dive” 2-day management retreat, the organizational health of your law firm, Zoom jury trials, and implications of the shut down on future business.

The episode begins with a review of their firm’s recent 2-day management retreat, which was a “deep dive” into their firm’s core values, focus, and goals based off the book “The Advantage: Why Organizational Health Trumps Everything Else in Business” by Patrick Lencioni. The retreat starts off with a seemingly simple question: Why does our law firm exist? Michael admits he was worried everyone would think the idea was “hokey,” but Malorie insists she was surprised at how complex the question really was. Michael, Malorie, and the rest of their management team spent significant time reflecting on this and decided their firm’s purpose is to “provide a ‘Special Forces’ level of representation to people who are hurt.” Michael recognizes this as an extremely high aspirational standard (which is why he hesitated at first to share) and sees this as their goal for the firm.

After deciding the firm’s purpose, their team was tasked with choosing the firm’s core values. Both Michael and Malorie emphasize the importance of choosing values you will embrace and commit to. As an example, Michael highlights the common PI lawyer core value of safety. He asks, “What do you do when you get a 5 million dollar offer without a safety change, or 1 million dollars with a safety change?” If the firm’s core value is safety, they should take the lower offer. Malorie echoes this sentiment and adds that PI lawyers face a lot of backlash from society, so they tend to overcompensate by expressing an unrealistic emphasis on safety over getting justice for their clients. The key is choosing values that truly represent your firm and its goals.

On the note of goal setting, Michael explains the importance of choosing one large goal and sticking to it. Citing Gary W. Keller’s book “The One Thing,” Michael reflects on past experiences of having lots of great ideas, but something would always come up and they would be forgotten. By choosing the one area which adds the most “bang” to your law firm, you can truly focus on that area and strive towards your goal every day. This strategy requires buy-in and personal work from every attorney at your firm, but when achieved is very effective.

Michael and Malorie then reflect on the implications of states re-opening and how it affects their ability to conduct legal work remotely. Malorie has already had opposing counsel insist on doing things in person again, but worries about what she’ll do down the line if the court forces her high-risk client to have an in-person deposition. Michael shares these concerns, stating “eventually I’ll be ordered to do something I’m not comfortable doing.”

As they switch to the topic of Zoom jury trials, Michael is quick to share his hesitance towards the idea. His concerns include a lack of nonverbal communication, distractions, a loss of group dynamics, and the inability to obtain a representative jury pool by excluding citizens without adequate internet or access to childcare. He does add that online focus groups have shown the numbers aren’t very different from in-person jury trials, but he would like to see more research before committing to one. Malorie also notes an interesting difference between an in-person trial and a virtual trial. In a virtual trial you have to sit in the same place for the entirety of the case, which means you can’t have witnesses act things out, do demonstrations, or have multiple ways of showing people information. This makes it more difficult to keep the attention of the jury. Michael and Malorie end this discussion by agreeing if this goes on for years, they will eventually have to adapt. And Michael ends by agreeing to try a jury trial case via Zoom with a podcast fan, an offer you’ll have to tune in to hear all of the details.

They finish off this episode with a conversation about future business implications because of this shut down. Malorie has noticed more people on the roads recently and only anticipates a 3-4 month lull in new cases, but believes it will pick back up quickly. Michael agrees and adds that people are getting stir crazy, and driving more recklessly than before, stating “gear up and get ready.” With that being said, Michael and Malorie encourage scrutiny when deciding what cases to invest in right now. Malorie believes small insurance companies may be less willing to pay out claims, and Michael is being very cautious with cases involving a risk retention group or a self-insured company. Many are currently teetering on insolvency and may not be able to pay out claims.

This podcast also covers answering legal questions for friends, “Zoom fatigue,” time management, return-to-office prep, and more.

 

 

 

58 – Nick Rowley – Brutal Honesty

In this long-awaited podcast, Michael sits down with renowned trial lawyer Nick Rowley. They discuss Nick’s journey to success, how he came up with “brutal honesty,” his book “Running With the Bulls,” the secret to settling high value cases, saying “no” to the defense, and Nick’s advice for how to become a better trial lawyer.

The conversation begins with Nick sharing his path to becoming the record-breaking trial lawyer he is today. Nick describes himself as a “juvenile delinquent” when he was a child. He was bullied a lot in school and expelled from every school he attended. After graduation, he decided to join the military to “kill bad guys,” but ended up becoming a medic. It was this role that fueled him with purpose. Using his GI Bill, Nick finished his bachelor’s degree and attended law school to continue his desire to help others, which he describes as an addiction.

Nick was never afraid to take tough cases to trial and losing, because he grew up getting beat up. He adds that even if he does lose, he learns more from his losses than his wins and they help make him a better lawyer. Michael echoes this sentiment and agrees that losses hurt in the short-term, but don’t bother him in the long run.

The conversation shifts when Michael shares how he’s noticed most top trial lawyers weren’t “born with a silver spoon in their mouth,” to which Nick wholeheartedly agrees. “It’s about life experience,” Nick states. He goes on to explain how if you’ve never had to work hard, experience failure, been afraid, or gone without, you don’t have the same “hunger” as someone who has. Nick emphasizes the importance of inner drive and notes trial lawyers who grew up without anything know if they don’t put in the work, no one else is going to do it for them. Michael also explains how it’s easier to feel comfortable in a client’s home when you’re used to the environment most of them live in. Both share stories of getting to know clients on a personal level and how this translates to a successful jury verdict.

Michael then transitions by asking Nick which case he is most proud of in his established career. Instead of talking about his largest verdict, he shares a story of a smaller verdict on a particularly challenging case. After being called upon by a lawyer having severe health issues the day before his trial was set to begin, Nick flew out to Santa Monica to help get the case continued. The defense lawyer was uncooperative and lacked the slightest bit of sympathy for the attorney, so Nick decided to try it without any prior knowledge of the case. His description of voir dire and addressing what he saw as the pain points of the case with brutal honesty is riveting and concludes with a $1.5 million verdict based solely on non-economic damages.

Nick is highly regarded as a trial lawyer for many reasons, but he is probably most famous for coining the term “brutally honest” in jury selection. Nick shares the story of how he came up with the term and explains why it works so well. He emphasizes the importance of asking jurors to define “brutal honesty” themselves, then asking them to please be brutally honest with you. This strategy has made a huge difference in Nick’s jury selection process. As an example, Michael role plays as a juror who doesn’t believe in money for pain. Through this example, Nick shows how he would address a juror with these views. Michael and Nick both agree stereotyping jurors immediately is an ineffective strategy and should be avoided.

The conversation shifts into a discussion of Nick’s book, “Running With the Bulls.” Michael inquires as to why Nick decided to write a book about settling cases when he is most famous for trying cases. Nick answers simply, “I do settle cases.” Nick insists the secret to settling cases for high value is “having the balls to go to trial.” He describes his frustration with not getting paid after a jury verdict and started thinking of ways to preemptively strike against this, so as soon as he gets his jury verdict he is “able to collect it immediately.” This resulted in Nick crafting a process to “expose the bullshit” and the insurance company puppet masters, a process he shares with fellow plaintiff attorneys to help raise the bar for everyone.

Michael shares the chapter of the book which resonated with him the most, “The Power of No.” He explains how he still feels bad for saying “no” to the defense, even though he knows better. Nick believes most trial lawyers are gentle, accommodating people by nature. He shares a strategy for re-framing this mindset when it comes to the defense, ending with, “They are the enemy, because they’re working for the enemy … be kind and accommodating. But when it comes to money, don’t hold anything back.”

The two transition into a discussion of criteria for accepting cases. Nick states there aren’t criteria. For him it is asking himself – Do I feel something inside? Is there something I can do for this person? Can I imagine myself standing in front of the jury? He notes that in an ideal world, he would only work on large cases, but argues the small cases are just as important, stating “If I’m not willing to take these cases, who else is?” For example, a case where a child was killed in a state with a $250,000 cap on non-economic damages is still a case worth fighting for. Nick emphasizes the need for industry leaders to set an example for other lawyers by taking on these worthy cases, even if they don’t lead to a huge payout.

The conversation ends with Michael asking Nick what he thinks a lawyer needs to do to be the next Nick Rowley. Nick states, “I want the lawyer who has the drive to do whatever it takes.” He emphasizes the importance of learning everything available from industry experts, listing off a multitude of names including Keith Mitnik, David Ball, Randi McGinn, and many more. He adds that having the guts to try difficult cases, learning from your losses, and breaking the mold are incredibly important in the journey to becoming a successful trial lawyer.

If you’d like to learn more from Nick Rowley, subscribe to the Trial By Human and Trial By Women list serves, attend his seminars, or visit his website to find more information about bringing Nick in on a case. You can also support Nick’s political efforts to fight the $250,000 cap on non-economic damages by visiting fairnessact.com.

This podcast also covers taking care of yourself during trial, lifting state caps on non-economic damages, the pain of trying a wrongful death case, where Nick is trying to improve, and so much more.

 

BACKGROUND ON NICK ROWLEY

Many consider Nicholas C. Rowley to be the most accomplished trial lawyer of his generation. He has extensive courtroom experience representing victims of serious injuries and medical malpractice, especially those who have suffered traumatic brain injuries, spinal injuries, and chronic pain. In 2009 and 2010, the Consumer Attorneys Association of Los Angeles (CAALA) named Nick as a finalist for its prestigious “Trial Lawyer of the Year” award. Nick was also recognized by the Los Angeles Daily Journal for winning a “Top Verdict of 2010” for his $31.6 million jury verdict for the victim of a traumatic brain injury. In 2012, Nick was a finalist for the “Consumer Attorney of the Year” award, given by CAOC (Consumer Attorneys of California). In 2009, the Consumer Attorneys of San Diego awarded Nick its “Outstanding Trial Lawyer” award. In 2013, Nick was honored with the organization’s top award – “Outstanding Trial Lawyer of the Year“.  Also Some of Nick’s other recent successes include a record-setting $74,525,000 verdict for a victim of medical malpractice, a $38,600,000 jury verdict for a young man who fell from a hotel balcony while intoxicated, a $17,000,000 win for woman who suffered a mild traumatic brain injury caused by a fall from a hotel window and a $13,860,000 win for a mild traumatic brain injury caused by an automobile crash.

Nick has served as an instructor at Gerry Spence’s famed Trial Lawyers College and delivers keynote addresses nationwide on his revolutionary approach to voir dire and damages. Other lawyers, faced with low settlement offers from insurance companies, frequently bring Nick into their cases just before trial. Nick is a relentless warrior who has prevailed in the courtroom time and time again. He prides himself on his caring and empathetic approach to working with his clients and their families, and his ability to help juries find the truth and deliver justice to the injured.

Nick is on the Board of Directors of the Imagination Workshop, which is a non-profit theater arts organization committed to using the unique power of the theater to provide life-changing artistic opportunities to the mentally ill, homeless veterans, senior citizens, and ‘at-risk’ young people. IW programs give troubled people, frequently alienated or overlooked by society, a safe way to express themselves and gain insight that often helps make their lives more successful.

Nick is also on the Honorary Board of Governors of TLC, Los Angeles Trial Lawyers’  Charties, a non-profit organization whose purpose is to make a positive difference in the quality of life for people within the greater Los Angeles area, focusing on issues related to education, children, battered women, persons with disabilities, and homelessness, by providing financial assistance to needy persons and groups in the greater Los Angeles area.

Nick is the author of the book Trial By Human, where he candidly shares his approach that brings brutal honesty and humanity into the courtroom.

 

57 – Sonia Rodriguez – The Digital Frontier: Technology, Roadblocks & Creative Solutions

In this Trial Lawyer Nation podcast, Michael sits down with his law partner Sonia Rodriguez. They discuss pushing cases during COVID-19, educating the defense and clients on Zoom, the increased need for technology in law firms, finding creative solutions, the effect of the pandemic on jury attitudes, and strategies to safely return to the office.

The discussion begins on the topic of pushing cases and overcoming defense delay tactics during COVID-19. Sonia emphasizes the need to continue to move cases, even if you’re met with objections from the defense, saying “The wheels of justice don’t come to a complete halt.” Sonia suggests offering a clear, transparent proposal for technology to the defense prior to depositions. Fellow Cowen Rodriguez Peacock attorney Jacob Leibowitz has created guides for Zoom for Depositions and Zoom for Mediations which have been helpful in easing uncertainty surrounding this new technology. Michael has also found success in offering practice sessions to the defense counsel, noting that this works well when people are acting in good faith.

Unfortunately, not all defense attorneys are acting in good faith with their objections to this technology and will try to drag the case out. In these situations, Sonia encourages attorneys to file a Motion to Compel Deposition. She has found success in this because courts in Texas have been utilizing the technology themselves. This makes it hard for defense attorneys to suggest depositions by Zoom aren’t appropriate when the hearing may very likely be held by Zoom. Sonia and Michael agree that it’s in every firm’s best interest to keep their cases moving during COVID-19 and to find creative solutions to problems which may arise.

The conversation shifts to a discussion of preparing clients for Zoom depositions. Sonia insists the process isn’t much different, other than a loss of “relationship feel” between the client and the attorney during deposition prep. The important factor in this is ensuring you create a comfort level for your client that makes them feel prepared.

Sonia and Michael agree the biggest roadblock they’ve faced regarding client preparation is a lack of available technology for the client. Many clients do not have a laptop, Wi-Fi, or a room where they can sit privately and quietly for a 3-4-hour deposition. Their firm has mitigated this issue by sending tablets to clients who need them and emphasizing technology training during deposition prep. They note that this strategy does not always work, and some depositions will inevitably need to be delayed until we can meet in person again. The underlying goal is to keep 95% of your cases moving.

Michael and Sonia move the conversation to the overall increased level of understanding regarding video conferencing technology like Zoom. Sonia describes her experience with sharing exhibits through Zoom, and her trial and error of doing so. She’s noticed how advanced the knowledge of this technology is for many court reporters and mediators and has learned through their advice as well. She then shares a story of when she served a witness with a Zoom deposition subpoena. She expected a lengthy process of explaining the technology to the witness, who shockingly replied that she was well-versed in Zoom through her children’s virtual school courses. Michael notes that he doesn’t know how enforceable a Zoom deposition subpoena would be, but again emphasizes the goal to move 95% of cases and save the rest for when we return to normal. Sonia echoes this by explaining the duty we have to our clients to move cases and represent them earnestly. While we cannot guarantee their trial date will go through, we can guarantee we are continuing to work on their case.

Michael makes the point that we all only have a given amount of energy to spend in the day. While it’s easy to get caught up in things outside of your control, it’s crucial to not let this suck up your energy. He emphasizes the importance of spending your energy on what you can control right now- moving your cases. Sonia agrees and adds that as trial lawyers, we are wired to be creative and tackle the unexpected in our cases and in the courtroom. She shares a brilliant example of this comparing today’s landscape with an elmo projector.

There has been much speculation around how COVID-19 will affect jurors’ perceptions in the long run. In Sonia’s opinion, this will depend on the economic situation once juries come back. If people have been out of work and cannot afford to be there because of their economic situation, this will not be good for the plaintiff’s side. She believes if the economy can stabilize, jurors may feel a heightened sense of civic duty and comradery around rallying on a jury. Michael has hesitations about trying a case where the jurors feel endangered by being present, but has a positive outlook on the long term effects, stating “Americans have an incredibly short memory.” He notes the worries of juror perception after events like 9/11 and the 2008 financial collapse, which had no long-term negative effect.

Sonia and Michael conclude with a discussion of how and when firms will begin to gather in a physical office space again. Sonia says our top priority needs to be to keep our clients and our families safe. Michael shares his hesitation to open too quickly by saying, “We sue companies for putting profits above people” and we should hold ourselves to this same standard.

This podcast also covers ethical concerns with virtual depositions, when to provide hard copies of exhibits in virtual depositions, bench trials via Zoom, overcoming technical issues, and much more.

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