In this Trial Lawyer Nation podcast, Michael Cowen talks with Vista Consulting’s Owner, Tim McKey, who has been consulting on operational matters with successful plaintiff law firms since 2008.
Tim’s CPA background steers his focus toward numbers and metrics but he concedes that there is a lot more that goes into running a successful practice such as culture and human resources, which allows him to approach firms from a holistic stance. As a client of Vista, Michael shares that he has a personal appreciation for Vista’s value to plaintiff firms, which he also acknowledges has allowed him to sleep better at night knowing the firm runs smoother than ever.
Michael explores with Tim his launching point in working with plaintiff firms; and discovers the strategic decision Tim made after owning his own CPA firm, which drove him to work with attorneys in a big way. Tim also describes his passion for helping firms define success and desire to help CHANGE the score instead of just KEEPING the score as a substantial motivation. During his transition to the consulting world, Tim lightheartedly recalls how similar the process turned out to be for his first two clients; those being a plaintiff’s attorney and business at the polar opposite end of the spectrum (tune in to hear what the other business was). The process Tim uses to examine and analyze a firm is noted to work regardless of years in practice and focuses specifically on tightening up potential deficiencies within the firm and its client acquisition practices.
While being empathetic to the fact that attorneys, in general, are not introduced to business practices before setting out to run their own law practice, Michael recalls his early days in another law firm where trial and error was the modus operandi of their operations, long before he was introduced to Vista’s techniques. The difference between effective and efficient systems and processes are the cornerstone to what Tim advises throughout this episode as he offers listeners insights into breaking down their firm’s data to a dashboard view of the practice and what to do next.
This podcast concludes with Tim explaining things a step further to amplify the importance of having a project point person throughout the process of using what he calls the “public restroom theory.” It’s a wild analogy, but it hits home tremendously to anyone who tends to have lists of 100 “great ideas” being worked on by the firm. And for anyone who has felt the pain of turnover in their office, Tim talks about the mentality of “hire slow and fire fast,” along with the tools, training, and expectations being a key part in the onboarding process to set an employee up for success.
Background on Tim McKey
Tim co-founded Vista Consulting in 2009 with a vision to help plaintiff law firm owners reach their full potential. Tim has traditional CPA experience with local, regional, and national CPA firms. However, it is through Tim’s prior consulting practice that he found his passion. He has worked with many business owners assisting them with defining and attaining success in their business and personal lives.
Tim’s experience and interest allow him to assist Vista clients with developing a realistic vision of their firm into the future, creating a strategic plan to achieve that vision while working with firm owners in designing their desired lifestyle. Tim assists his clients in reviewing firm tax entity structure and accounting systems analysis, and financial reporting.
For more info on Tim McKey visit https://www.vistact.com/meet-the-team/tim-mckey.
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By Michael Cowen — 2 years ago
In this Trial Lawyer Nation podcast, Michael Cowen sits down with attorney and founder of Copo Strategies, Wayne Pollock, for an in-depth discussion on the court of public opinion [copo] and how it can affect your clients, cases, firm, and reputation.
Having graduated college and working in public relations for a PR firm for about four years, he was introduced to the legal world through one of his clients at the time, Fox Rothschild, now an AM Law 100 law firm, which inspired Wayne to go to law school. Graduating law school from Georgetown University, he went to work at a big law firm for six and a half years as a litigation associate while he never stopped liking public relations. Wayne describes himself as an attorney focused on the court of public opinion, which really means he helps other attorneys and their clients, ethically, strategically, and proactively engage public opinion in order to help those clients resolve their cases favorably. Wayne does this work to help the attorneys build their practices, he also goes in as a consultant to law firms, and other times as limited scope co-counsel to the actual clients. Overall, his goal is to help clients resolve their cases favorably through the media and through outreach to the public, essentially blending media strategies with legal strategies, and ethical compliance with defamation avoidance.
Wayne describes the launch of this offering from his firm, mainly because he didn’t see this kind of fixture being offered to attorneys and clients. Often, he describes seeing, attorneys and clients who are talking to the media in connection with active litigation, but they didn’t seem to have a strategy. They don’t seem to be thinking about what’s happening in court when they’re saying things publicly. They certainly aren’t always thinking about the ethics. And he’s also seen plenty of press releases where the PR firm or the law firm is clearly defaming the other side. So, he took that need in the market and thought his services could be used in a different way, thereby launching his firm a couple of years ago, to do just that.
When it comes to being in the media, Wayne admits it’s daunting for many attorneys, mostly because unlike a normal litigation practice, there are no rules. There are literally no rules of evidence, no rules of procedure, and it’s somewhat of an “every person for themselves” type environment, and that’s difficult for attorneys to get used to. He points out there are obviously ethical rules and defamation rules, but in terms of how you engage with the media and what you say, there’s really no set core set of practices that are established. Regardless, Wayne still encourages his clients, and their end clients, to always be thinking about the court of public opinion and engage it head on as a part of their legal toolkit, because often times, they find that what happens in the court of public opinion impacts what happens in the court of law in this era of social media, online news, and the viralness of both. From Michael’s previous experience, he’s also found competing mindsets of the ego of wanting to be on TV and wanting to be quoted, pitted against the fear of not wanting to cause harm to anyone, especially his clients. Wayne goes on to discuss the privilege issue and how it is a huge problem when law firms hire outside PR firms. He explains it all in detail, but once he realized that he could help get around the privilege issue by serving as an attorney, the light bulb went off and he said to himself, “I guess I’m just going to have to do this myself.”
Wayne defines the “court of public opinion” as people who are not parties to a legal dispute, but whose perceptions of the dispute could impact how the dispute is resolved and how the litigant’s reputation or prosperity could be affected. He goes on to describe the many different types of pools of people who can be affected by the court of public opinion, as well as organizations who stand for the same kind of qualities a client, or their case, do which can help bolster a case by piggybacking on the case and drawing more attention to it. Wayne also describes the effects of the ripple far and wide when information is spread in the court of public opinion, whether it is compelling others to call in with crucial evidence or even developing additional suits with others who have experienced the same thing being tried in a current case, all of which adds to the snowball effect that is created. He’s even had judges tell him they will dot their i’s and cross their t’s that much more closely when they know they’re involved in a high-profile case because they know more eyeballs are on them. And he adds exactly how plaintiff attorneys can use the court of public opinion to their advantage to fight the David v. Goliath fight against the big law firms hired to represent defendants.
From a marketing perspective, Wayne talks about how being seen in public media outlets can give an attorney instant social proof of the work you’re doing, by literally seeing you in action. “It’s not just you sending a press release or someone visiting a website. They see you quoted in an article, they see you being an advocate for a client, and they think to themselves, wow, he/she really knows what they are doing. Maybe I should contact them. That’s a lot different than just Googling ‘trucking attorney in Texas’ and hoping that somehow they get to you.”
Michael and Wayne explore a myriad of topics surrounding the court of public opinion throughout this episode, including: the ethics surrounding being in the media and the change of societal narratives and perceptions; anchoring – a tactic rooted in psychology and persuasion; the rules of professional conduct when engaging with the media; getting consent from a client, especially with the understanding that there are many mean-spirited people in the world who are ready to say bad things; core factors to consider when determining if a case is newsworthy and how to frame cases to be “sexier” in the eyes of the media; and so much more. This episode is one to listen to several times for attorneys who are thrust into the spotlight feeling unprepared, as well as for attorneys with cases that could have greater potential through exposure from the court of public opinion.
“Please note the TLN19 discount code mentioned in this show has now expired.”
Wayne founded Copo Strategies in 2016 after spending over a decade achieving favorable legal and public relations results for his clients.
Prior to starting Copo, Wayne was a litigator at Dechert LLP, one of the largest and most prominent law firms in the world, with more than 900 attorneys worldwide, and more than $1 billion in annual revenues. In his more than six years at the firm, he obtained favorable outcomes for clients by analyzing and presenting complex legal and factual issues. While at the firm, Wayne worked on high-stakes, high-profile matters that were often reported on by local, national, and international media outlets. For example, he was on the Dechert team that represented the ten former independent directors of Lehman Brothers in the wave of investigations and litigation triggered by Lehman’s September 2008 collapse. He was also on the team that represented Takata, a leading automotive parts manufacturer, in litigation and regulatory investigations related to the company’s recall of tens of millions of potentially defective airbags. And, Wayne was on the team that represented the Marshall family in litigation against Vickie Lynn Marshall (a.k.a. Anna Nicole Smith).
Before law school, Wayne practiced public relations at The Star Group, a one-time Advertising Age “Top 100” marketing communications firm. In his four years at the firm, he developed and executed public relations and marketing initiatives on behalf of regional, national, and international clients. While at Star, Wayne cultivated relationships with journalists and secured dozens of placements for clients in national and regional media outlets including USA Today and The Wall Street Journal, regional television network affiliates, and national trade media outlets.
Publications, Media Appearances, and Speaking Engagements
Please click here for a list of Wayne’s publications, media appearances, and speaking engagements.
Wayne graduated in 2009 from Georgetown University Law Center, where he was Senior Special Projects Editor for The Georgetown Law Journal.
Wayne graduated magna cum laude in 2002 from the S.I. Newhouse School of Public Communications at Syracuse University, where he majored in public relations.
Wayne is admitted to practice law in all state courts in Pennsylvania and New Jersey. He is also admitted to practice in the U.S. District Court for the Eastern District of Pennsylvania, the U.S. Court of Appeals for the Third Circuit, and the U.S. Court of Federal Claims.
Wayne resides in Center City Philadelphia. If you keep an eye out, you might find him running on one of Philadelphia’s numerous running trails, desperately trying to keep Father Time away from his knees.Post Views: 5,278
By Michael Cowen — 12 months ago
In this Trial Lawyer Nation podcast, Michael sits down with trial attorney Brendan Lupetin out of Pittsburgh, Pennsylvania. Brendan, a self-proclaimed “trial nerd,” is one of just a handful of attorneys who has tried a case in the era of COVID-19, receiving a $10.8 million dollar jury verdict on his medical negligence case. They’ll discuss Brendan’s background, the details of the case, how he prepared, what it was like trying a case during a pandemic, and his advice for lawyers and courts across the country to start having jury trials again.
The episode begins with an overview of Brendan’s background and how he became the successful trial lawyer he is today. He explains how he began by trying about 10 bad cases where he lost “in brutal fashion,” and finally found his first victory with a $500 rear-end car case verdict. Since then, he’s focused on reading everything and anything he can on trials. Now, he’s tried 40 cases to jury verdict and has found great success in the last 10.
As a self-proclaimed “trial nerd,” Brendan spends most of his free time reading and studying the work of other great trial lawyers and legal scholars, citing Rick Friedman, Keith Mitnik, David Ball, Artemis Malekpour, Jude Basille, and many others. He and Michael discuss the difficulties of implementing all the trial theories and strategies available today, but Brendan explains how his approach is to blend them all together to find what works best for him. A sentiment echoed by Michael and certainly a recurring theme on the show.
Michael then asks Brendan about the details of the medical malpractice case he recently tried. While the difficulties of trying a case during a pandemic are apparent, Brendan insists his job was made easier by the fact that this was truly a great case. Brendan’s client, a 41-year old father and project manager, went to the hospital for an MRI. He had an allergic reaction to the contrasting chemical they injected him with. While the hospital had policies in place to protect patients in the event of an allergic reaction, none of those policies were followed and Brendan’s client was unfortunately left with a severe brain injury.
Michael then notes that Brendan ended up with such a simple theory, which Brendan explains was a long road to get to. They originally had 3 defendants, but after numerous focus groups and hiring John Campbell of Empirical Jury to run a study after Brendan “serendipitously” listened to his podcast episode 3 ½ weeks before the trial, they decided to drop one of the defendants because he complicated the story. Michael agrees that this was a smart move, quoting Rodney Jew by saying, “If you chase two rabbits, you won’t catch either one.”
Brendan also kept in mind Mark Mandell’s case framing theory throughout the trial and describes how he was tempted to dispute the defense’s timeline of events because he found they were about a minute and a half off. But after employing the case framing theory, he and his partner decided to leave that out because it drew away from the main focus of the case – “Policy violations caused delay, and delay is never good in an emergency.”
Michael then asks Brendan what else he’s learned throughout his study of advocacy that he used in the trial, to which Brendan simply replies, “everything.” He describes his journey to crafting the perfect opening statement, employing techniques from David Ball, Nick Rowley, Keith Mitnik, and many others. He also recorded the final product and shared it on his YouTube channel. It’s clear throughout the episode that Brendan is truly a lifelong learner and is constantly honing his craft as a trial lawyer.
After gaining insight into the case and Brendan’s trial techniques, Michael asks the question on everyone’s mind – What was it like trying a case during the pandemic? Brendan first gives credit to Judge Jackie Bernard and the court system for setting up an incredibly safe and effective trial plan, and emphasizes the need for more courts to follow suit and begin holding jury trials again.
The court began by sending out a questionnaire to potential jurors which asked hardship questions, immediately excluding anybody who had health concerns or was extremely uncomfortable attending a trial because of COVID-19. Voir dire was held in a huge courtroom with 45 people in the room, and 45 others in a separate room watching on video. The process was so streamlined and well planned that they were able to select the jury in less than four hours.
Once the trial began, this attention to detail became even more evident. Everybody wore masks for the duration of the trial, there was plexiglass around the judge and witness stand, and the jury was spread out around the room in a way so creative you have to hear it to believe it. By using these precautions, the trial went on without a hitch and with a significantly lower risk of infection than a traditional trial set up.
Brendan and Michael agree that without a significant threat of a trial, their big cases won’t result in a fair settlement. They discuss the immediate need for courts to find a safe solution to continue jury trials and the need for plaintiff lawyers to work together to persuade their courts to do so.
They end the episode on a surprising note. Brendan explains how everybody thinks trying a case during the pandemic is this crazy experience, but he said it really didn’t feel very different from trying a case in a courtroom you haven’t been in before. You always need to adapt to a new judge’s rules, a new courtroom set up, etc. This wasn’t much different than that. And by implementing the safety precautions Brendan described, courts around the country can begin to open and allow the pursuit of justice instead of pushing trials off further and further. As Brendan poetically put it, “Hope is not a plan.”
This podcast also covers Brendan’s favorite closing strategy, obtaining a representative jury during COVID-19, the “freaky” accurate results of Brendan’s Empirical Jury study with John Campbell, and so much more.
Interested in hearing more COVID Era trial stories? Check out our other Masked Justice episodes:
Brendan is a trial lawyer in Pittsburgh, Pennsylvania. He focuses on medical malpractice, product defect and personal injury law. He loves helping the people he represents and trying their cases to jury verdict when necessary.
Brendan is a trial nerd and truly enjoys reading trial books, studying trial videos and seminars, watching trials and “talking shop” with fellow trial lawyers.
The son of a doctor and trauma counselor Brendan learned early on the importance of compassion, empathy and to always stand up for what is right, no matter the consequence.
Following a four-year tenure as a scholarship swimmer, Brendan received his B.S. from the University of Pittsburgh in 2000 and his J.D. from the University of Pittsburgh School of Law in 2005.
During his career, Brendan has tried numerous cases of all types to jury verdict. Over the course of the past several years, Brendan has obtained numerous multi-million-dollar verdicts for his clients – all of which far exceeded the highest offers of settlement.
What Brendan loves more than anything, however, is spending time with his wife and high school sweetheart Lacey and their three sons Nathan, John and Owen.Post Views: 2,899
By Michael Cowen — 2 years ago
In this Trial Lawyer Nation podcast, Michael Cowen sits down with Ken Levinson, a successful trial attorney who is also very active with his trial consultant focus group practice, for a discussion on how his unique practice is getting big results in the courtroom. Ken selfishly loves his “split practice” primarily because of its process of constant learning which comes with both sides of his practice, noting that he’d never want to give either of them up.
The conversation begins by exploring focus groups, as Ken talks through how they help in cases because lawyers are able to find out what resonates with people and then test it before ever stepping into the courtroom. “Over time, I’ve learned the better approach is to accept what people tell you. Listen, and in a neutral way, find out what’s going on.” Ken goes on to say “I don’t want to fall in love with my case or a witness or a theory without really stepping back and almost looking at your case in a different way” which is exactly what focus groups help him do while pointing to the teachings of Michael Leizerman [link to Michael Leizerman episode] of needing to have a “Zen mind” or a beginners mind. He adds “I think we get lost in the language of being a lawyer and I’ve really tried to train myself to talk like real folks in everyday life about our cases.” Michael then points out how it is incredibly important to be yourself, noting the power that authenticity brings to human communication both inside and out of the courtroom.
After working with so many great lawyers, Michael wonders what Ken has seen separates the good from the elite. Ken points out two factors he’s seen in elite lawyers: 1. They know their cases inside and out and although they may seem to talk very casually about things in the courtroom, they actually work extremely hard; and 2. The better trial lawyers he’s gotten to know are always learning. Ken goes on to point out there are some firms he might do 20+ focus groups for in a given year, and although they have been getting multi-million dollar verdicts for decades now, they are always learning, testing, reading, revising, and thinking about how to improve.
Michael speaks to his own experiences on learning and how over the years, while there are some basic human things that don’t change, many things do change over time and thus, lawyers need to be open to continuing to learn in order to be effective in the courtroom. Ken follows up to describe some of the other things he’s doing to continually get better, such as reading a lot on decision-making, psychology, and metaphors, then discussing what he’s learned with friends and colleagues, testing things for himself in focus groups, case preparations, depositions, and in the courtroom. He also goes to seminars and holds in-house trainings. Ken also discusses some of the ideas he’s learned from R. Rex Parris [link to Rex episode] on metaphors and how he’s been able to incorporate them into his courtroom proceedings.
Talking more about Ken’s experiences with focus groups and testing theories within them, he describes a few exercises he’s used to better understand the imagery that focus group juries associate with their case using simple techniques. Then he takes things a step further to discuss the findings, one-on-one, with the focus group participants. Through this process, he’s discovered many great metaphors and images that have helped his cases as well as some that needed to be tweaked or reworked for a case, noting that it’s better to find out and understand things which can negatively impact your case prior to trial, than during it, of course.
Beyond running his law firm and focus groups, Ken has also written books and articles, which begs the question – how does he have time for all of this? Ken describes his methods of time management which include getting up several hours before his wife and kids, but also includes time blocking and scheduling things based on his own understanding of the best times for him to get work done, which he details more in this episode. Michael also talks through the structures he’s implemented in his life and his firm to help to “move the ball forward” toward accomplishing his goals.
Michael turns the conversation toward what lawyers can do to set themselves up to achieve their goals, whether it is getting a $43 million verdict or a $6 million settlement, to which Ken turns the table a little bit and points out some great advice he had heard from Michael about taking on the right cases and turning away the others. Michael elaborates on this point and discusses the juxtaposition of the normal mentality associated with turning down cases, which really hits the nail on the head in terms of getting more of the types of cases lawyers want to get and building their practice.
Their conversation rounds out in a discussion revolving around the terms Ken has seen come up over and over in focus groups involving trucking cases specifically. Ken talks about terms he’s found to be important to focus groups and juries alike such as “professional driver,” and ideas revolving around vision and forgiveness. Truly insightful information that Ken discusses more in depth, which not only brings perspective to trucking cases at their face value, but also the impact focus groups can have in helping to bring another element of humanity into our cases by getting the perspectives of what’s important in the eyes of others.
Ken Levinson is a passionate advocate for accident survivors and child safety. For more than 20 years, he has represented disenfranchised clients against corporate giants. By using the law, the court system and his skill as a lawyer, his goal is to level the playing field for those facing the most challenging times of their lives.
- Former Section Chair of the American Association for Justice Motor Vehicle Collision, Highway and Premises Liability Section
- Vice Chair of the American Association for Justice Trucking Group
- Board Member of the American Association for Justice National College of Advocacy
- Co-chair of Overcoming Jury Bias Litigation Group
- Regional Coordinator of the American Association for Justice Chicago Student Trial Advocacy Competition
- American Association of Justice Board of Advocates
- American Association for Justice Law Schools Committee
- American Association for Justice Voter Protection Committee
- Committee Chair of the American Association for Justice Litigation Group Coordination Committee
- Press Advisory Board American Association for Justice
- Chair Chicago Bar Association Solo & Small Firm Practice Committee
Ken also serves as chair of the section’s Practice Resources Committee, which compiles documents such as pleadings, research, expert reports and other information that might be helpful to fellow trial lawyers. As part of AAJ, Ken acts as Secretary of Motor Vehicle Collision, Highway, and Premises Liability Section and Chair of the newsletter committee; he has served as Education/CLE Vice-Chair of the Trucking Litigation Group (2014–2015) and Co-chair of Publications Committee (2013-2014). Additional memberships include the Chicago Bar Association, where Ken has also been the Solo & Small Firm Practice Committee Chair from 2009-2019, Vice Chair (2008 – 2009), and the Illinois Trial Lawyers Association, where he is currently a member of its Board of Managers. Under ITLA, Ken is also a co-chair of the legislative committee. In 2010, Ken was elected to serve a three-year term on the Trial Lawyers College Alumni Board. He is currently serving on the editorial board of The Warrior, the Trial Lawyers College magazine.
Ken has written numerous articles for prestigious lawyer publications and spoken at dozens of conventions for trial lawyers and American Bar Association organizations. Ken also recently appeared on an episode of the Trial Lawyer Nation podcast.
Honors and Awards
Ken is currently the Vice Chair of the American Association of Justice Trucking Group. Ken also formerly served as Chair of the American Association for Justice Motor Vehicle Collision, Highway and Premises Liability Section and Illinois Board of Governors for the American Association for Justice, a designation that carries Illinois Trial Lawyers Association (ITLA) Board status. He has been recognized by Leading Lawyers and Super Lawyers magazines as one of the top attorneys in Illinois, including the Super Lawyers Top 100 in 2012, 2016, 2017, 2018 and 2019. He is the co-author of Litigating Major Automobile Injury and Death Cases, a two-volume reference series designed to help attorneys build strong cases for their clients by highlighting real-life case studies related to Major Auto Injury and Death. The book is published by AAJ Press/Thomson Reuters.
Named one of The 40 Lawyers Under 40 to Watch in Illinois by the Law Bulletin Publishing Company, Ken is among a select group of trial attorneys that has graduated from legendary lawyer Gerry Spence’s Trial Lawyers College, which is dedicated to training and educating lawyers who represent people against corporate and government oppression. Ken is one of only 100 trial lawyers from Illinois selected for The American Trial Lawyers Association, where membership is by invitation only.
After receiving his Bachelor of Arts degree from Hobart College in 1989 and his Juris Doctor in 1992 from Case Western Reserve University School of Law, Ken was appointed an Assistant Illinois Attorney General, representing state agencies and employees in civil matters, including both personal injury and civil rights cases. He has been admitted to practice before the Illinois Supreme Court and the Northern District of Illinois, United States District Court since 1992. Levinson is also admitted to the Federal Trial Bar.
Ken volunteers his time and resources to a variety of community and charitable organizations in the Chicago area, such as sponsoring the Tristin Speaks Benefit, which raised funds for autism awareness. Ken is a former member of The Citizens’ Council of LaGrange, a non-partisan community group that promotes better government through the recruiting and evaluation of candidates for local public office, having co-chaired the Council’s Qualifications Committee. Ken participated in the 39-mile, two-day Avon Breast Cancer Walk and the St. Jude Walk/Run to End Childhood Cancer. Ken also supports Art in Motion, an event hosted by the Associate Board to raise funds for the Rehabilitation Institute of Chicago, now known as the Shirley Ryan AbilityLab.
Ken is an area native, born in Chicago and currently living in LaGrange, IL. He is happily married and the father of three boys, keeping him very active in youth and sports-related activities. One of his favorite pastimes is to go with his wife to their sons’ high school varsity games and in-state and out of state tournaments for basketball and volleyball.
Ken can be reached at all hours via email: Ken@LevinsonStefani.com
RESOURCESPost Views: 7,456