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 — 4 years ago(1 votes, average: 5.00 out of 5)
Every month, our podcast receives questions from our listeners (which we love by the way, keep them coming) and we take the time to respond to each individually. After 8 months of being on the air, we thought it might be fun and valuable to dedicate an episode to reflect and respond to some of these questions in a new series we’re calling “TLN Table Talk.” In this episode of Trial Lawyer Nation, sought-after trial lawyer and fellow partner at Cowen | Rodriguez | Peacock, Malorie Peacock, flips the script and puts Michael in the “hot seat” for an open discussion to answers questions from our listeners.
Malorie digs right in with a note from a listener that asks – “Knowing that we all need to try more cases to get better, and sometimes you just can’t get to trial for one reason or another, how do you practice for the big moment of going to trial?” Michael reveals how he personally prepares for each trial and his approach toward different types of cases and jurors, along with his thoughts on prepared scripts. He goes on to share outstanding insights about planning and practicing for voir dire, where you don’t know what the jury panel is going to say; and allowing the truth to be acknowledged without letting it throw you off your intended path. Interestingly enough, Michael’s use of pizza and beer to get a deeper understanding of a case, while simple in practice, can also be incredibly useful in the courtroom. Michael also opens up about his rekindled respect for inclusive voir dire with a recent example of a case that turned a $125k offer into a $1.25M verdict, seemingly built in voir dire, before any evidence was ever discussed.
From there, Malorie talks with Michael about the firm’s strategy in trying most cases in pairs and asks him why he believes it’s better. His answer is perhaps not what you might expect, and the discussion shifts toward courtroom perceptions. Michael and Malorie both agree that every perception matters: from how you dress, to how you interact with your staff, to how people see you drive away in the parking lot. The same goes for your client too! Both also agree that understanding visual communication is extremely important as a trial lawyer.
Trial technology seems to be a hot topic for our listeners with all kinds of questions around what types we use, how we utilize them, and the thoughts around why we use them (or not). Michael is quick to point out that we all need to remember the purpose of the tech and the need to tailor the tech to the case, so you don’t look too slick when the other side brings in a manila folder and a legal pad. He does recommend that if the courtroom, and your budget, allows, there are some specific pieces of technology that are far better in his opinion in helping jurors understand pieces of evidence, so long as you are comfortable with it and prepared to proceed when it doesn’t work.
Michael and Malorie close the conversation in talking through strategies on figuring out how much money to ask a jury for and how to actually ask for it, the details of which you’ll have to listen to learn. Trial Lawyer Nation plans to do more “Table Talks” in the future as this podcast has always been about inclusive learning for all in our industry, which includes learning from each other! Please keep submitting your questions, comments, and topic suggestions to firstname.lastname@example.org; and be sure to like, share, and subscribe to get the latest from the Trial Lawyer Nation podcast!
For more information about Michael Cowen, go here.
For more information about Malorie Peacock, go here.Post Views: 8,049
By Michael Cowen — 2 years ago
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.Post Views: 8,075
By Michael Cowen — 2 years ago
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 email@example.com.
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.Post Views: 3,830