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In this Trial Lawyer Nation podcast, Michael Cowen sits down with a licensed attorney and founder of Preferred Counsel, Morgan Matson. Morgan specializes in connecting job seekers with great firms and vice versa for law firms and legal departments in companies of all sizes who are looking for legal talent.
Starting as a litigator doing mass pharma defense work, then moving on to work for a smaller boutique firm handling medical defense litigation, Morgan found his purpose to be more of a “connector” than a “divider” which then drove him to start working for a recruiter and ultimately owning his own recruiting firm since 2007. He notes his enjoyment for working with small to mid-sized law firms mainly due to finding that “all the boxes that need to be checked” when those firms are looking for a candidate, become amplified when the office dynamics are much more close-knit than in a larger firm.
In a world that has taken “digital” job searches to seemingly every corner of the globe, Morgan is not only happy to be a legal “headhunter” but explains that his localized, relationship-driven recruiting tactics actually have an even greater competitive advantage in this day and age. Morgan leverages his experience as a litigator to find the needle in the haystack for law firms, oftentimes finding the people who are NOT actually looking to make a move to be the best candidates as they are happily working … until Morgan calls with a very unique opportunity. Michael also points out from his own experience the troubles that come with having to sift through hundreds of resumes and find many with exaggerated qualifications.
For those who are looking to break into the legal industry, Morgan sites that recruiters can be an extremely good resource along with professional social media platforms, such as LinkedIn. Morgan elaborates on LinkedIn as being a fairly under-utilized resource in that there are many groups you can join and ways you can find commonalities with others who are doing what you want to be doing, at which point you can connect with them and find out if there is an opportunity foreshadowing or being hired at their firm. Michael and Morgan also discuss the need to get involved and start having conversations with those who you aspire to work with, whether that’s through attending CLE courses and starting conversations, or by simply picking up the phone and politely pursuing those who are either in the position you want to be in or who may have the ability to hire you. All of this contact, of course, should be done with respect and in search of understanding what it may take to achieve your career goals.
Morgan reveals several other tips for candidates and those looking to hire talented legal professionals throughout the podcast and ends with a striking description of his firm’s fee structure, for both candidates and employers, which is likely not how you think … remember, “relationship-driven.” Michael also uncovers a particularly beneficial reason to utilize a recruiter which ALL law firm partners can certainly relate to. All in all, Morgan is the type of recruiting resource any candidate can appreciate and any sensible law industry employer needs.
Background on Morgan Matson
Morgan is a 1999 graduate of The University of Texas School of Law. From there, he worked as a litigation associate with Fulbright & Jaworski (n/k/a Norton Rose) and later Ball & Weed, a litigation boutique where his practice focused on the defense of healthcare professionals in civil litigation matters and before the state licensing boards. In 2007, he founded Preferred Counsel, a legal recruiting firm focusing on the placement of lawyers and support staff in law firms and corporate legal departments throughout Texas on a direct hire, contract, and part-time basis.
For more info on Morgan Matson visit:
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78 – Randy Sorrels – Masked Justice: Part 4
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In this episode of the Trial Lawyer Nation podcast, Michael sits down with former President of the State Bar of Texas, Randy Sorrels for another installation of our Masked Justice series. Randy recently tried an interesting case where he represented the sons of two former professional baseball stars and received a $3.25 million verdict. They’ll cover that recent victory, how this trial was different from a pre-COVID trial, what it’s like representing famous clients in high profile cases, Randy’s service to his clients, and more.
They start off the episode by digging into Randy’s background. As a defense lawyer at a large firm early in his career, he was able to gain experience trying cases quickly after law school. That experience has proved invaluable since transitioning to exclusively plaintiff’s work, and he notes some interesting differences between how a plaintiff’s lawyer and a defense lawyer try a case. He then sums this up by stating, “Trials always happen because one side mis-evaluates the case. I’ve been on both sides of that.”
Michael then transitions the conversation to Randy’s recent trial verdict, and Randy starts by sharing the facts of the case. His clients were two minor league baseball players, who just happened to be the sons of former professional baseball players (and close friends) Roger Clemens and Mike Capel. The two young men were at a high-end bar/night club on New Year’s Eve of 2018 when they were brutally attacked by a bouncer and, Randy claims, the owner of the venue. After a “scuffle” which neither of the men were involved in broke out, they were both violently thrown out of the bar, causing Kacy Clemens injury to his throwing elbow and Conner Capel a fracture to the skull. But more importantly, they both suffered tarnished reputations for “being in a bar fight,” something the MLB does not take lightly.
Randy was hired on the case almost immediately, leading Michael to ask what he did to preserve evidence. He shares how the police attempted to preserve the security footage from the incident, but after a suspicious interaction with the owner, they were informed the cameras only live stream and do not record. Luckily, video of the incident had been captured on cell phones from patrons. This footage was the evidence needed to prove neither of the men were involved in the fight.
Michael then digs deeper into the mechanics of Randy’s COVID-era trial, which was held in person in Harris County, Texas. Randy explains how they selected the jury in a large convention center and how the judge did an excellent job with maintaining a safe environment for everybody. The courthouse setup placed the jurors where the audience usually sits and placed the witnesses in the jury box. If you stood up, you had to wear a mask- something Randy avoided doing for the first couple days of trial, but once he stood up with the mask on, he noticed jurors were paying better attention than when he was seated and mask-less.
Randy then discusses why he does not believe there was a negative effect on the jurors with Covid safety protocols, and though he was initially concerned the jury pool would lean conservative, it ended up being a very diverse and representative jury. And while this trial was far from “normal,” Randy is very satisfied with the $3.25 million verdict he received for his clients and was highly impressed with Harris County’s system for in-person trials during the pandemic.
Aside from the unusual circumstances surrounding the trial brought on by the pandemic, Michael is curious as to how you convince a jury to award a professional athlete’s son a 7-figure verdict. Randy explains how it was a challenge, especially because both clients were working within 10 days of the incident, but in the end it worked out. In fact, Roger Clemens’ testimony was especially powerful to the case. Randy shares an amazing story of what happened when the defense attorney tried to grill Roger about allegations of steroid use, but ended up saying, “I’m a huge fan, and you’re a hell of a baseball player.”
This wasn’t Randy’s first rodeo representing a famous client. Early in his career, he also represented Ozzy Osbourne after he was rear-ended in a taxi in Houston (something that left Michael star struck)! While his whiplash injury was seemingly minor, Randy explains how it turned into a fairly large case because Ozzy had to cancel 3 shows for the most rockstar reason you’ve EVER heard. This story is a must-listen for metal fans and legal enthusiasts alike!
Randy also explains how important service is to him through his time as the State Bar of Texas President, a mostly unpaid position which he served in for a year. He believes interacting with lawyers on both sides has made him an even better trial lawyer today, and helped give him the state-wide notoriety to start his own firm, Sorrels Law. Michael also points out how Randy will share when he gets the policy limits on a case with a $30,000 policy limit. But Randy explains why those cases are still important and deserve representation, something he’s happy to give them.
The pair end the episode with another unbelievable story from Randy’s most recent trial, involving a lovable defense witness with a hidden secret. This really is one you need to hear to believe!
This podcast episode also covers why Randy was hired so quickly on the Clemens case, a creative place to search for footage of a crash, the safety precautions taken by the court, whether or not you should conduct jury research before a trial, why big verdicts are good for all plaintiff’s lawyers (even if it’s not your own), and so much more.
If you’d like to speak with Randy Sorrels you can email him at randy@sorrelslaw.com or call his cell phone at (713) 582-8005.
Guest Bio:
Randy Sorrels is the Immediate Past President of the State Bar of Texas, which consists of almost 105,000 lawyers. Texas lawyers voted him to this position by the widest margin of victory in State Bar election history. As a Texas lawyer, Randy has also been named one of the top 100 lawyers in Texas for the last 14 years by Texas Super Lawyers magazine.
Randy holds five board certifications from the Texas Board of Legal Specialization and the National Board of Trial Advocacy. He has extensive experience handling personal injury cases, medical malpractice cases, and business disputes – including “bet the company” cases.
Most recently, Randy has been named the Best Lawyers® Medical Malpractice Law – Plaintiffs “Lawyer of the Year”, in Houston, and this is his third time for him to receive this honor. He has also been awarded some of the highest legal honors in Texas. He has been awarded the State Bar of Texas’ President’s Award (recognizing the one Texas Lawyer who provided the most outstanding contributions through distinguished service to the lawyers of Texas), the Judge Sam Williams Award (recognizing the Texas lawyer who provides the greatest contribution to both local bars and the State Bar of Texas), and the Houston Bar Association President’s Award (recognizing significant contributions to an HBA program). Early in his career, Randy was honored with the Woodrow B. Seals Outstanding Young Lawyer of Houston Award (recognizing the one young Houston lawyer who exemplified significant professional traits both inside and outside the practice of law).
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06 – Lisa Blue – A Psychologist’s View on Jury Selection
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In this Trial Lawyer Nation podcast, Michael Cowen sits down with a legendary trial attorney, Lisa Blue of Baron and Blue.
Lisa’s credentials go on for miles with over $350 million in jury verdicts and an equally impressively long list of hundreds of millions of dollars in settlements; as well as being seen as the national authority on jury selection having written multiple books on the matter and being brought in on mega-cases all around the country. It becomes clear very quickly in her conversation with Michael, that she has put her two master’s degrees and Ph.D. in psychology to great use within the legal field as she recounts her early days in private psychology practice and how she originally became interested in law and becoming a lawyer.
Thinking back to her first time in court, her description of the “warm” welcome she got sounded more like jury selection by fire! Fortunately, for her and all of us listening, that experience only fueled her passion for the business and instilled to her how much she loved it, further driving her to continue in this line of work. Lisa goes on to talk about her experiences working for Henry Wade (yes, of Roe vs Wade) and pulls back the curtain on a lunch conversation she had with him, revealing what he said which ultimately led to her pursuing a career as a lawyer. Lisa’s perspective on specializing was also instilled in her early on in her legal career and has since then only strengthened her position in the industry.
Michael digs in a little deeper with Lisa regarding the advantageousness of using her background in psychology when talking to clients and is surprised at the commonality that she points out between jury selection and a therapy session. The details Lisa explains about the similarities are profound in theory and yet seemingly approachable in practice. The overall voir dire in both is very noticeable the way she describes it. Lisa continues throughout her conversation with Michael to deliver powerful tips on jury selection, mindfulness, and success while also acknowledging how the changing political climate has also affected the courtroom.
This incredible podcast concludes with Lisa’s outlook on some of the greatest things you can do to grow as a lawyer and even just as individuals in general, each of which truly applies to all of us regardless of years in the industry or specialty. Truly an inspirational icon in the industry and time extremely well spent learning from her.
Background on Lisa Blue
Lisa Blue, a lawyer with the Dallas firm Baron and Blue, received her undergraduate degree from the University of Georgia and two master’s degrees from the University of Virginia in Counseling Psychology. After a brief teaching career, she returned to school and earned a Ph.D. degree in Counseling Psychology from North Texas State University and a Juris Doctorate from the South Texas College of Law.
After completing law school, Ms. Blue joined the Dallas County District Attorney’s office where she prosecuted more than 125 cases to verdict and later advanced to the DA’s Organized Crime Division. In 1985, she moved to the law firm Baron & Budd where she specialized in environmental and toxic tort law. Lisa and her husband, Fred Baron, supervised 800+ employees and managed all financial aspects at Baron & Budd, the largest environmental law firm in the United States.
Ms. Blue’s accomplishments in trial courts nationwide have been widely recognized, including being named one of the Top 50 Women Litigators in the U.S. by the National Law Journal, Trial Lawyer of the Year by the Texas Chapter of the American Board of Trial Advocates, as well as receiving the Honorary Barrister Award from the University of Texas Law School and the Distinguished Alumni Award from South Texas College of Law. Blue was named Trial Lawyer of the Year in 2006 by the Dallas Bar Association. In 2007, she received the Louise Raggio Women’s Legal Advocate Award from Legal Aid of Northwest Texas and was awarded the Ronald D. Secrest Outstanding Trial Lawyer Award from the Texas Bar Foundation in 2008. Ms. Blue was honored to accept the 2009 Rayburn Johnson Award posthumously on behalf of her husband, Fred Baron. In July 2009 Ms. Blue received Speaker Nancy Pelosi’s “Know Your Power” Award. Selected to the 2014 Texas Lawyers List, an honor reserved for lawyers who exhibit excellence in practice. DMagazine elected her Best Lawyer in Dallas 2014 in Tort Product & Medical Liability Litigation. In April of 2015, Lisa was inducted into the Trial Lawyer Hall of Fame.
Lisa’s new quest is campaigning and running for The State Bar of Texas President-Elect for 2019.
In addition to her legal practice, Ms. Blue maintains a private consultancy as a forensic psychologist and is a nationally renowned expert in jury selection. With her unique background, Blue has been a commentator for several high-profile trials covered by Court TV and has co-authored numerous articles on jury selection.
For more information on Lisa Blue, visit https://baronandblue.com/about-lisa-blue/ .
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53 – Malorie Peacock – The Verdict Is In! Post Trial Discussion
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In this Trial Lawyer Nation podcast, Michael Cowen talks with his law partner Malorie Peacock about their recent jury verdict. (In Episode 51 they discussed trial prep and included how they were preparing for an upcoming trial.) This time they will be discussing their $3,420,000 jury verdict, what worked well, how they overcame the challenges of this case, and the power “of a trial to heal.”
Malorie starts by sharing the background on the case. This was a construction site incident where their client was working when a trench collapsed and killed him. OSHA (Occupational Safety and Health Administration) found the company did not provide the required trench protection. (For our listeners outside of Texas, Michael explains that in Texas there is optional workers comp, so the company did not have workers comp at the time and he was able to directly sue the employer.)
At face value, this may seem “like an easy win.” However, there were challenges in the case. The first was the lack of eyewitnesses, which was an obstacle for liability, so the case required the use of witness statements. OSHA keeps their witness statements anonymous, so the ambiguity made it more difficult than using a live person. Because of this Michael and Malorie knew there would be doubt in the minds of the jurors, so Michael had to use Keith Mitnik’s philosophy “doubt is not an out” in order to address the issue of anonymous statements that didn’t answer all of the questions in this incident.
Another challenge on the case, which related to damages, was the client being undocumented and working under a different name. This was “the elephant in the room,” which Michael and Malorie discuss in detail explaining why they chose to share this information in trial (even if most lawyers fight to have this excluded). Michael also points out his absolute shock with the defense alleging this was a sham marriage just for papers and provides insight on how a lack of photos and the appearance of the widow was used to argue this.
After sharing the challenges of the case, the topic shifts to jury selection and how a large portion of their jury panel knew about OSHA. Michael also shares his disappointment to his question “who would like to be on the jury,” but Malorie felt differently and was very impressed with the response. In this trial Michael used Sari de la Motte’s inclusive voir dire, shares how it was received by the jury panel, and the result of it making the defense “be reactive instead of proactive.”
Using visuals to educate the jurors was also important, but this doesn’t happen overnight. They discuss how they planned the visuals, why you need to show them to your experts, and talk about how they can be used in an expert testimony. When you use PowerPoint in trial it forces you to stick to a visual plan, but with poster boards you can decide IF you want to use it AND when. Malorie loved when a juror would ask one of them to “move a little bit over” so they could read a poster board. And Michael loved that the jury felt comfortable enough to ask them to move out of the way. This showed them the jury wanted to understand the information and knew why it was important to see it.
The podcast ends with an emotionally raw and incredibly honest conversation about the power “of a trial to heal.” Malorie shares the moment when the jury put money in the blanks the client “started sobbing uncontrollably” and how powerful it was for both her and their client. Trial is “the last stage of closure” in a death case. It is extremely significant and impactful for your client.
This podcast also covers the interesting questions the jury asked and how those questions were answered, feedback from the two alternate jurors, what you can learn from the defense voir dire, dealing with spacing issues in the courtroom, the surprising link between OSHA and high school theatre sets, the process of building trust with your client, the differences between an injury case and a death case, as well as other trial details you will want to hear.
