business

80 – Tim McKey – Peak Performance: Developing Systems for Optimum Success

In this episode of the Trial Lawyer Nation podcast, Michael sits down for the second time with Tim McKey, co-founder of Vista Consulting. As a business consultant who works with law firms, Tim was welcomed back to the show to talk about the effects of COVID-19 on law firms, measuring success using KPI’s, organizational culture, hiring, optimum vs. maximum, new trends in the industry, and transparency at your firm.

Michael and Tim begin their conversation with a look at remote work and how to measure the performance of your team members when you can’t see them. Tim’s solution doesn’t vary whether or not there’s a global pandemic. He insists you should ALWAYS measure success using KPI’s (Key Performance Indicators). This strategy focuses on the output of the employee, not the input. For example, a common KPI for a paralegal is to contact every client and conduct a meaningful check-in every month. Measuring this produces an objective number which can be used to evaluate performance and coach the team member on.

Michael then speaks to his experience using the KPI dashboard, and how he used to struggle to stay on top of it. Tim explains how the highest performing firms have somebody assigned to it, such as an Operations Manager. Some firms find success in the owner managing KPI’s, but Tim says it all comes down to what the owner is passionate about and good at. The goal is to remove as much of the other “fluff” as possible and hire great people to do the rest.

A brief discussion about the merits of having daily meetings leads Michael to ask Tim how to maintain culture when many are still working remotely. Tim explains that it’s even more crucial to intentionally develop culture when you’re not meeting in person. You do this through daily meetings, social events, strong core values, and reminding everyone of their part in the firm. After sharing an enlightening example of a receptionist and their huge purpose in the firm, Michael proudly recites his firm’s core values. He says them at the beginning of every meeting to remind his team members (and himself) of why they do what they do. This has also helped make decisions in the office and staying true to their values.

Tim adds that defining your core values makes the hiring process a lot easier, which leads Michael to dig deeper into Tim’s advice for hiring good team members. Tim insists that finding a good cultural fit is even more important than finding someone with the right skills, because it’s easier to train skills than values. His hiring process, which he calls “intentional hiring,” takes a LOT of time. He brings the prospective team member into the office, has them sit beside people, and explains to them in detail what their values and KPI’s are. Even with this lengthy hiring process, Tim says, “You’ll never bat 1000.” But, as Michael agrees, you can’t measure the cost of a bad hire. This thinking is why his firm is now creating an internal paralegal training program to help him continue to promote from within.

After a conversation that tied culture to college football, which will resonate with Alabama and A&M fans alike, they move on to discuss Optimum vs. Maximum, first in the context of intakes. Most lawyers saw a downturn in intakes during the pandemic, but Tim shares how there are two ways to a grow a law firm – get more cases, or add more value to the cases you already have. Citing The Dip by Seth Godin, Tim explains that while your reservoir of cases may be low, it’s not dry. Work on pushing the cases you DO have over the dam. Michael then ties this in beautifully to how far you push a case. It makes sense to push certain cases all the way to trial, but on other cases it’s better for the lawyer and the client to settle earlier on.

As a business consultant for law firms, Tim is always ahead of the curve when it comes to news and trends that effect how law firms do business. Something he’s keeping a close watch on is non-lawyer ownership of law firms, which recently became legal in both Utah and Arizona.  He and Michael discuss the possible consequences of non-lawyer ownership, most notably consolidation of firms into large national practices. Michael says he’s already noticed this happening in large markets, and he’s very glad he found a niche in trucking litigation. Tim agrees within the next 10 years, it’s going to become very hard to be a general firm if you don’t have a huge advertising budget.

Tim and Michael end their conversation by talking about transparency. Tim shares an enlightening “10% rule” that he encourages every lawyer listening to consider. And while he falls on general transparency as much as possible, he acknowledges some limits to that.

If you’d like to learn more from or work with Tim, you can visit his website, email him at tmckey@vistact.com, or call his cell at 225-931-7045. He also has his annual conference coming up May 6-7 in Dallas, Texas, which will have in person and virtual attendance options.

This podcast episode also covers a creative way to take advantage of the competitiveness of lawyers, why daily meetings and word choice are so important, the problem with traditional recruiters, developing “a discipline” in your team members, why Michael has two types of “clients” at his firm, deciding who can work remotely vs. who needs to work in the office, and so much more!

 

56 – Marc Whitehead – Build Your Lifestyle Law Firm: Optimizing Your Practice, Strategy, & Mindset

In this Trial Lawyer Nation podcast, Michael sits down with disability attorney and business coach Marc Whitehead. The two discuss disability law, running a firm using systems, marketing strategies, case selection, building a great team, finding opportunity in chaos, and how to run a “lifestyle law firm” that works for you.

Michael and Marc begin by discussing disability law, which Marc defines as representing disabled workers and veterans for disability benefit claims. Marc began as a PI lawyer and decided to make the switch to disability law after referring out a lot of disability cases. He realized how much he enjoyed disability law and stopped taking PI cases altogether. Marc’s “5-Star” cases are disability insurance claims for dentists and doctors, but he notes how veterans seeking retroactive benefits can be very lucrative as well. He also refers to social security claims as his “bread and butter” because of their quantity. And he encourages personal injury lawyers to be mindful of clients who will have continued medical issues, as those clients may have a disability case and need additional legal help. Marc sums up his goals in disability law by stating, “If you haven’t been hugged by your client this week, you’re not doing your job.”

The conversation then shifts its focus to business management and running a law firm, which Marc coaches other lawyers on. Marc shares a story sure to resonate with many young lawyers, describing a cycle of winning a large verdict, then going broke again three months later. After stepping back and evaluating his business, he decided “The practice should serve me, I shouldn’t be serving the practice.”  Marc believes you have a duty to yourself and your clients to be profitable so you can do your best work for them.

On the note of profitability, Michael asks Marc what he did to make his firm profitable. Marc emphasizes the importance of time management, which he refers to as “focus management.” Marc chooses to live in his calendar instead of living in his inbox, which lets him dictate his own day instead of “constantly putting out fires.” Doing this allows you to focus your productivity and prioritize the best use of your time as a business owner.

Marc then shares his experience of learning to delegate tasks to other people. While Michael and Marc both agree this can be difficult at times, Marc insists learning to do this will allow you to spend your time where it’s most valuable. Marc practices delegation in his firm by developing checklists and flow charts for every task. This implements consistency throughout his firm and allows Marc to spend his time where it adds the most value.

Besides his law firm management and coaching prowess, Marc is well-known for his newsletter “The Successful Barrister.” Marc’s strategy is not to advertise his firm or bore lawyers with updates on disability law. Instead, he aims to provide a funny (he and his lawyers are shown as caricatures), informative resource lawyers will actually read and enjoy. Marc sends the newsletter to a list of 4,000 lawyers and has found great success in this, which leads Michael to share his experience sending a magazine to 1,600 lawyers and the challenge of accurately identifying its ROI. Michael and Marc discuss other successful marketing strategies and how to tailor your marketing approach to a high-volume firm vs. a “high-end, niche” firm.

Choosing to accept or reject a case is a complicated process. Marc has streamlined this process by establishing a separate intake department and removing lawyers and paralegals from the process. This intake team uses a set of checklists and flow charts to determine acceptance or denial of most cases, so Marc only has his hand in dictating the most difficult decisions. Michael agrees with this strategy and finds if he is involved in all the decisions, he will take on cases he shouldn’t because he knows he could find a way to win the case. Upon more reflection, Michael has found accepting these cases leads to unhappy clients and disappointed referral partners. Marc and Michael discuss letting go of the “hero mentality” and not accepting every case they could win. Marc now only accepts strong cases which work with his systems and workflow and refers out many winnable cases to other attorneys. Michael agrees with this strategy, saying, “All the time you’re working on that case, you’re not working on another case where you could add real value.”

Michael then asks Marc how he manages time between running a practice and coaching. Marc describes how he’s built a high-quality team to run his systems, which grants him the time to focus on marketing the firm and coaching. To build this team, Marc invests money into his hiring process. He utilizes an extensive interview process and two personality tests – the DISC Assessment and the Hiring MRI. While searching for the perfect candidate, Marc uses temp agencies to fill the vacant positions and strongly believes in the “hire slow and fire fast” mentality. Even though temps will cost him more money in the short term, Marc says it’s worth it to find the right candidate in the long run.

This transitions Michael and Marc into a discussion of COVID-19 adaptation. While many firms are laying off employees, this gives other law firms an excellent opportunity to hire previously unavailable, top talent. Marc describes COVID-19 as a great pressure test for your firm’s systems.  This will expose any weaknesses and allow you to fix systems that are not working. And he firmly believes, “Where there’s chaos, there’s opportunity.”

Marc has put together numerous resources for business and marketing in a way that builds a law firm that serves your life. He offers all of them for free because, as stated so many times on Trial Lawyer Nation, “A rising tide lifts all boats.” To receive a free copy of Marc’s marketing plan template or subscribe to “The Successful Barrister,” email him at marc@marcwhitehead.com.

This podcast also covers case management software, the differences between a high-volume firm and a niche firm, running a more efficient intake department, book writing, and so much more.

 

ABOUT THE GUEST

Marc Whitehead is double board certified in both Personal Injury Trial Law and Social Security Disability Law.  He dedicates his practice to disability law, specializing in long-term disability insurance denials, Social Security Disability and Veterans Disability.  He has authored multiple books on the topic of disability benefit claims and litigation.  Based in Houston, Texas, Marc runs a national practice and has successfully litigated disability claims in 44 states and counting plus Puerto Rico.

Marc is the editor and publisher of the bi-monthly newsletter, “The Successful Barrister–Marketing, Management & Life Skills that Probably Won’t Get You Disbarred.” Marc is an adjunct practice advisor for Atticus, through which he advises and coaches other lawyers on running successful practices.

Mr. Whitehead is a past president of the Houston Trial Lawyers Association (HTLA), and a member of the Board of Directors of the Texas Trial Lawyers Association (TTLA). He is actively involved in the American Association for Justice (AAJ) where he was a past chair of the Insurance Law Section. He was also a member of AAJ’s Marketing and Practice Development Committee among many others. Mr. Whitehead generously donates to AAJ as a PAC Eagle and his firm is an AAJ Leaders Forum member.

 

43 – Joseph Camerlengo – The Complexity and Rewards of Operating a Specialized Law Firm

In this Trial Lawyer Nation podcast, Michael Cowen sits down with Joe Camerlengo, an extremely successful trucking lawyer from Jacksonville, FL, who is also the outgoing president of the Academy of Truck Accident Attorneys (ATAA), for a deep dive conversation on the specialization of trucking law.

Joe’s start as a lawyer began after being a finance major in undergrad, going to law school to be the CEO of a Fortune 500 company, and then falling in love with being a trial lawyer after taking a trial practice course. From there he only interviewed at defense firms and only wanted to be a defense lawyer, having “drank the Koolaid,” and thinking people were exaggerating their claims, lying, and cheating. But his perspective changed after his then-girlfriend, now wife got T-boned in her car and suffered a soft tissue injury which he quickly realized are very real and hurt. At that point he started to plan his exit although he didn’t want to leave, having only been at a defense firm for two and a half years. What he really wanted, was to wait until he tried cases and learned more about excess coverage in multiple layers and multiple defendants, which he did, and then waited until he was on the eve of being a partner at the defense firm and left to start his own plaintiffs firm.

Michael wastes no time in asking Joe how he became a trucking specialist, to which it all started with a single case Joe recalls vividly. The Tony and Johnson case was a case where a 19-year-old girl was killed by a double trailer truck which was driving on a small county road. Joe immediately dove into the regulations, bought Michael Leizerman’s book, The Zen Lawyer: Winning with Mindfulness, went to seminars, and fell in love with the complexity and being able to do real justice in that first trucking case. While the results of that case would obviously never bring Tony back, he was able to resolve it in a way that brought justice to her family and further pushed the trucking company to agree to not drive their double trailers on county roads anywhere in the state of Florida.

Michael then contrasts this with automobile cases where the driver who caused the wreck is a major factor. You can resolve those cases or if you try them, you rarely get full justice because a large percentage of responsibility is going to go to someone else. Plus, when you try them, you’re not going to win them as often, so the settlement values are such that instead of fully taking care of somebody, you are helping them more than they would have been helped had you not been there, but not really getting them full justice. As an example, he points to award a couple of million dollars for a quadriplegic over a lifetime is not really going to take care of them, as opposed to a trucking case. They both agree that with trucking cases there’s more likely to be a situation where the trucking companies are at fault, they DO have the resources, you can actually do more complete justice and in some cases, when you really have a good case, you can force them to agree to safety changes as part of a settlement and it just feels better knowing the impact you’ve had beyond the case itself.

Joe talks through the financial ups and downs of having your own practice and the discipline it takes to stay the course and be focused on the cases you are looking to take on while maintaining the expenses of the rest of your practice. Michael goes on to describe the conversation he had with Michael Leizerman when Cowen wanted to know how he got to the point where he only had good trucking cases and recalls Leizerman’s simple words, “I just said no to everything else.” Michael and Joe continue to talk about what goes into building a successful firm in direct relationship to the profitability of narrowing the scope of cases they’re willing to take on, which in large part, includes a firm’s capacity. Joe brings up a point that’s so often overlooked where you cannot run your people or yourself at 100% capacity. “That’s when you will break down. That’s when you’ll burn out. That’s when you’ll make mistakes,” Michael explains. Joe describes the need to have space in your inventory for that new call, because if you’ve said yes to some of those smaller cases because you had capacity at the time, and now you’re almost at capacity when the 9-figure case calls, the firm will likely not be in a position to do its best work on that case or the others. You need to have some capacity in your life, in your firm to take on arising unknown opportunities. The unfortunate side of the self-imposed stress placed on people when running at capacity all the time is the drugs, alcohol, suicide, infidelity, and everything else people do when they’re managing the stress in a bad way. You have to do what’s right for you and develop a stress level to where you’re still having quality time with your family and you’re not overworking yourself or your people. Joe recalls “they say people make you money,” whereas his theory at his firm is “happy people make you more money,” strongly suggesting the need to give your people support and “treat them like they’re gold.”

Michael and Joe continue to talk through a variety of topics regarding the solid building blocks they’ve both used in building successful practices including: Systems within the firm (intake checklists, forms, etc.) and the idea that when you follow the systems, it frees you up to do the creative stuff; The necessity to never neglect the business side of your firm and the impact it can have on your clients; Savvy accounting tips for lawyers who focus specifically on phantom income and their associated taxes; and several other important factors for law firms to consider.

This jam-packed podcast concludes with an in-depth look at one of Joe’s latest trial successes that have been 8½ years in the making and culminated with an astonishing $11.32M verdict for, of all things, a car wreck case involving their firm’s long-time IT employee. Joe is gracious enough to share so many details about the trials and tribulations of this case, and they were plentiful over the course of the life of the case.

BACKGROUND

Joe Camerlengo is a founding partner of The Truck Accident Law Firm where he maintains a nationwide trial practice specializing in the areas of serious personal injury and wrongful death caused by trucking, bus, and commercial motor vehicle crashes.   He is extremely hardworking and a passionate advocate for his clients.   Joe is board certified in truck accident law by the National Board of Trial Advocates and board-certified in civil trial law by both the Florida Bar and the National Board of Trial Advocates.   Joe is a member of ABOTA, has achieved a preeminent AV rating by Martindale Hubbell and has been voted a Florida Super Lawyer in Civil Trial and Personally Injury Law every year since 2008.  Joe serves as the President of the Academy of Truck Accident Attorneys, the Education Chair for the American Association for Justice Trucking Litigation Group, Chair of the Florida Justice Association’s Trucking and CMV Crash Section and serves on the board of the National Board of Trial Advocates and the National Board of Trucking Trial Advocates.  Joe speaks all over the country on issues relating to handling Trucking Crash cases and advanced trial techniques.  He has been a repeat speaker for the American Association for Justice, the Florida Justice Association, the Academy of Truck Accident Attorneys, the 360 Advocacy programs, and many other trial lawyer organizations.

An extremely hardworking and passionate advocate for our clients, Joe Camerlengo specializes in the areas of serious personal injury and wrongful death caused by a tractor-trailer and commercial motor vehicle crashes.  Joe is board certified in civil trial law by the Florida Bar and the National Board of Trial Advocates.  Joe lectures other attorneys on handling tractor-trailer crashes all over the county and has served as faculty at the AAJ Truck Litigation College.  Joe has achieved a preeminent AV rating by Martindale Hubbell and has been repeatedly voted by his peers as a Florida Super Lawyer, a member of Florida’s Legal Elite and a National Trial Attorneys top 100.

Joe is passionate about making our roads safer by pursuing and helping other attorneys pursue, bad trucking companies and dangerous truck drivers.  Joe remains actively involved in the leading trucking litigation attorney organizations.  He is the President and Board Member of the Academy of Truck Accident Attorneys; the Education Chair and Board Member of the American Association for Justice Interstate Truck Litigation Group; a board member of the National Board of Trucking Trial Advocates; and Co-Chair of the Florida Justice Association’s Trucking Litigation Group.

Joe began his legal career defending insurance companies and corporations for 7 years before founding the Camerlengo Law Group in 2001 to focus on civil justice.  He has been representing plaintiffs in serious injury and death cases since then and enjoys the challenge of taking on large corporations and insurance companies. In 2014, Joe and his team joined Coker, Shickel, Sorenson, Posgay, Camerlengo & Iracki.  In 2017, Joe joined forces with leading trucking trial attorneys Michael Leizerman and Joe Fried to form The Truck Accident Law Firm, handling trucking crash cases all over the country from the home office in Jacksonville, Florida.

Joe is a double Gator, having received his B.S.B.A. in Finance in 1991 and his Juris Doctorate from the University of Florida Levin College of Law in 1994, both with honors. Joe has been a member of the Florida Bar since 1994 and is also admitted to the United States District Court, for the Middle and Southern Districts of Florida and the United States Eleventh Circuit Court of Appeals.

Joe is actively involved in the Florida and Jacksonville Bar and his community and is a recognized leader on diversity and inclusion issues.  Joe currently serves on a Florida Bar Grievance Committee.  He has served on the Florida Bar’s Diversity and Inclusion Committee since its inception, serving as chairman in 2011-2012.  He is a Past President of the Jacksonville Bar Association. Joe also supports several charitable and community organizations such as the American Cancer Society, the Jacksonville Human Society, the Jacksonville Host Committee for Florida’s Children First and Leadership Jacksonville.  He enjoys coaching kids’ sports, playing golf, working out, surfing and, most importantly, spending time with his wife and their daughters.

Joe can be reached at jvc@truckcrashlaw.com

Additional Information:

EDUCATION
The University of Florida, Warrington College of Business, B.S.B.A. in Finance with honors (1991), Levin College of Law, Juris Doctorate with honors (1994)

CERTIFICATIONS
Board Certified in Civil Trial Practice, The Florida Bar, Board Certified in Civil Trial Practice, National Board of Trial Advocates

BAR ADMISSIONS
Florida Bar, member since 1994, Board Certified in Civil Trial since 2011, U.S. District Court, Middle and Southern Districts of Florida, U.S. 11th Circuit Court of Appeals

PROFESSIONAL HONORS, ACTIVITIES & AFFILIATIONS: 
Academy of Truck Accident Attorneys
President (2018 – 2019), Vice President (2017-2018), Board of Regents (2016 – present)

National Board of Trial Advocates
Board Member (2016-present)

National Board of Trucking Trial Advocates
Board Member (2016-present)

American Association for Justice, Interstate Trucking Litigation Group
Education Chair (2018-present), Membership Chair (2017-2018), AAJ Truck Litigation College Co-Chair (2018), Vision Zero Committee (2016-present), Side Underride Committee (2015-present)

Florida Justice Association,
Trucking Litigation Section Co-Chair (2016-present), Eagle Member, since 2006

American Board of Trial Advocates, since 2015

Jacksonville Bar Association, since 1994
Chair – Diversity Committee (2010-2011), President (2008-2009), Founder, Diversity Symposium (2009), President-Elect (2007-2008), Board of Governors (2000-2006), Co-Chair, Entertainment and Sports Law Committee (2004-2005), Foundation Advisory Committee (2001-2005)

President, Young Lawyers Section (2000-2001), President-Elect, Young Lawyers Section (1999-2000), Secretary, Young Lawyers Section (1998-1999), Board of Governors, Young Lawyers Section (1996-1998), Sports Commissioner, Young Lawyers Section (1994-1996)

Founder, 4th Judicial Circuit Trial Docket (2000-2001)
Florida Bar Association, since 1994
Executive Council, Florida Bar Standing Committee on Diversity & Inclusion (current), Chairman, President’s Special Statewide Committee on Diversity and Inclusion (2011-2012), Appointed to President’s Special Committee on Diversity and Inclusion (2010)

American Bar Association, since 1994
American Association for Justice, since 2001
Jacksonville Justice Association, since 2001
Treasurer (2006-2009), Secretary (2005)

University of Florida Bull Gator, Since 2006

Frequent CLE Presenter on Trucking and Trial Strategies

Certified NFL Agent (2000-2005)

 

RECOGNITIONS

Martindale Hubbell AV Rated, National Trucking Lawyers Top 10, 2017-present, National Trial Lawyers of the Year Top 100; 2012-present, Florida Super Lawyer, Plaintiff’s Personal Injury & Civil Trial; 2008-present, Florida Trend’s Legal Elite, 2014 to present, AVVO Superb Rating – 10 out of 10; 2008-present, Leadership Jacksonville, Class of 2010, Jacksonville Business Journal, 40 under 40, 2009, Florida Justice Association Bronze Eagle Award, 2008, Florida’s Legal Elite, Civil Trial Practice, FLORIDA TREND Magazine, 2006, Million Dollar Trial Advocates, Member since 2003

 

CIVIC ACTIVITIES:
Assumption Catholic School League Soccer Coach (2011-present), Armada Jacksonville Football Club Soccer Coach (2014-present), Arlington Football Club Soccer Coach (2010-2014), Leadership Jacksonville, Class of 2010, Jacksonville Host Committee, Florida’s Children First (2004-present), Jacksonville Area Legal Aid Volunteer, Sulzbacher Center Volunteer

REPRESENTATIVE CASES:
Tractor Trailer Wrongful Death:  Settled $8.8 million total recoveries, Tractor Trailer vs. Motorcycle serious injury:  Settled $6 million Policy Limits

10 level Spinal Fusion:  Judgment $5.86 Million, Rear End Collision by parts delivery truck:  Jury Verdict $4.85 Million, Tractor Trailer Head-On Collision:  Settled $3.975 Million, Tractor Trailer Rear-End Collision on Interstate:  Settled $3.5 Million, Head-On Collision with Limo Van:  Settled $2.65 Million, Tractor Trailer vs. Motorcycle Wrongful Death:  Settled $2.6 million, Tractor Trailer Tire Came Off:  Settled $2.2 Million, Head-On Collision with Small CMV:  Settled $2.05 Million, Commercial Vehicle vs. Pedestrian crash:  Settled $2 Million, Fatal Bus vs. Pedestrian Crash:  Settled $1.65 Million, Intersection Collision:  Settled $1.43 Million, Intersection Collision:  Jury Verdict $1.2 Million, Intersection Collision:  Jury Verdict $1.1 Million, Commercial Vehicle Crash at Port:  Settled $1.1 Million

QUOTE:
“I have been privileged to represent many families that have suffered greatly at the hands of bad tractor-trailer companies or overworked commercial drivers.  The more I know about semis, tractor-trailers and their companies, the greater my passion to pursue justice for the harms and losses they cause.  Trucking experience is critical.  Do not call a car crash lawyer to handle your trucking case.  Our firm specializes in Tractor Trailer and Commercial Vehicle crash cases and has the knowledge, experience, and resources to achieve full justice for you and your family.”

RESOURCES

Be the CEO of Your Law Firm

Authored by Alexandra Lozano 
Mentioned by Joe Camerlengo

20 – Alexander Begum – A Practice Built by The Law Giant

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In this Trial Lawyer Nation podcast, Michael Cowen sits down with founding shareholder of the Begum Law Group LLC, Alexander Begum, who has offices in San Antonio, Brownsville, Laredo and McAllen. Alex admits early on in his conversation with Michael that he didn’t originally know he wanted to be a lawyer. He didn’t have any immediate connections to the law field, and friends and family members initially forced him to study for his MBA as a fallback. A blessing in disguise, this actually helped him to bring a business perspective to the field of law.

From early on, Alex found himself valuable by leveraging his business and finance education. He turned down a $75k/yr position at a defense firm, has his sights on something better, only to take 4 years to break the $100k mark. He first started with just about any case he could bring in the door from child custody to divorce to criminal and corporate, but eventually transitioned to personal injury when he got a big “break” from an owner of a managing agency who saw him in the courtroom as a defense lawyer who won a settlement against the plaintiff through a counterclaim. They liked what they saw so much they essentially fired another firm they had been working with and sent all their car wreck defense cases to his office. Listening to him tell the story is reminiscent of something from the movies with a van full of case files, in varying stages of pre-lit and litigation, being dropped at their front doorstep. Jumping right into the cases, it didn’t take long for him to see the limitless potential in the personal injury world. After having been exposed to several practice areas of law and through the process of elimination, Alex landed on plaintiff personal injury. The fact that his father was an immigrant further solidified his decision to fight for the small guy, beat all odds and led him into representing people who had been victimized in some way.

The conversation fast-forwards and switches to a more “tactical” view of trial strategy involving the practice of NOT including medical bills in a trial. The studies that Michael and Alex have both reviewed are striking, but the actual implementation of this in Alex’s practice has proven to be successful with 6 and 7-figure verdicts on cases – some of which have $4k of medical bills! The explanation from Alex on why he thinks this practice works is extremely insightful, to say the least, and shows that litigation without medical bills may become the standard practice by necessity. Michael points out that, ironically, he believes the industry is going to end up with bigger recoveries. They also talk through the effects the different strategies have on juries in awarding damages and how one of the tactics can anchor down the numbers, whereas the other can allow jurors to think about the true impact of what’s been taken from a client and their family.

Alex shares some of his insights on how he balances the administration of running his firm and keeping cases on track with trying cases himself. He shares everything from the software they use to his endless checklists, which Michael is able to draw a parallel to form a brief past in aviation where pilots are known for going through their checklists regardless of how many times they’ve flown the airplane – all in the name of quality control.

Michael asks Alex about the journey of advertising, which they both agree is “painful.” But, Alex goes on to talk about the evolution of advertising in the legal industry and the importance of dominating a niche market with examples like “The Jewish Lawyer,” “The Hammer,” or in his own case, “The Law Giant.” He talks about a significant focus group he conducted that helped him realize the overwhelming weight given toward recalling a branded nickname/persona more than any other factor in an attorney’s practice. In Alex’s view, things like trial experience, verdict history, or even the name of the attorney play very little into the public’s perspective of who to call. Some of the examples he gives of niche type tactics are tried and true when it comes to advertising on everything from billboards down to business cards.

Michael wraps up the podcast by asking on behalf of all the aspiring PI lawyers listening, “How did you get to where you are?” Alex’s reply is priceless and timeless all at once: “It’s funny how the harder I work, the luckier I become.”

Background on Alexander Begum

Alexander Begum is a founding shareholder of the Begum Law Group LLC, with offices in San Antonio, Brownsville, Laredo, and McAllen. Mr. Begum completed his undergraduate studies at Trinity University in San Antonio earning a double major in marketing and finance. Thereafter, he attended Harvard University in Boston where he studied finance and legal writing. Following the completion of his undergraduate studies, Alex acquired a Juris Doctor and a Masters of Business Administration with a concentration in finance from Texas Tech University.

After graduating from law school, Alex did not cease in his quest for learning and improving his skills. In 2010 Mr. Begum was chosen to be among the elite few who are accepted into the Trial Lawyers College. This intense program is intended to push each individual student toward a greater understanding of themselves and others. Every attorney that graduates from the Trial Lawyers College walks away knowing they have improved not only their skills as attorneys but have improved their “personhood” as well. Attending such a program is not an easy task. Alexander Begum made the choice to be away from his home, family and law practice to devote the time to attend and graduate from the Trial Lawyers College. He willingly made this sacrifice for a singular purpose. He wanted to be better able to help his clients and serve his community.

For more information on Alex Begum, visit https://www.texaslegalgroup.com/Attorneys/Alexander-Begum.shtml

 

04 – Tim McKey – The Business Side of Practicing Law

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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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