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

By Michael Cowen — 3 years ago

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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.

 

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47 – Delisi Friday – Analyzing Your Marketing Strategies for the Year

By Michael Cowen — 3 years ago

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In this Trial Lawyer Nation podcast, Michael Cowen sits down with his in-house Director of Marketing and Business Development, Delisi Friday, for another Table Talk episode. This show focuses specifically on an inside look at what they’re doing to market their law firm, why it’s important to analyze their efforts every year, and how they determine when to pivot on specific marketing strategies.

Delisi starts the conversation describing why an annual review of their firm’s marketing is imperative and how it gives them a chance to see what’s working and what’s not. It also allows their team to see things early enough to allow for them to pivot in order to make something work better. Michael adds that they have also been known to double down on what’s working, in order to accelerate their success in receiving more cases. Although, the “sunk cost fallacy” occasionally gets in the way of making changes once you’ve put time, and money into an effort and continue with it even though (if it’s not working) you might be better off spending your time on something else. He uses their firm magazine as an example of this. “People tell us that it’s great branding all the time, but it doesn’t bring in big cases” Michael states. They detail how this marketing strategy costs $5,000 every month in printing and mailing, not to mention the time (another associated cost) spent on writing and designing. Which is why Michael states the money on this strategy can be much better, and successfully, spent in other ways benefitting their top referral attorneys. He also suggests that sometimes you need to try 10 things to find the 1 or 2 things that do work for your firm. “We gave it a good shot,” Delisi concludes.

The conversation shifts to a discussion on segmentation and how Delisi and Michael determine each segment and the strategies, and marketing costs, involved at each level. Delisi discusses her system for reviewing their mailing list each month to ensure those who are receiving their marketing are more likely to refer a case and thereby keep marketing costs down. This also goes to the point of spending more marketing efforts on existing relationships versus continuously dripping smaller efforts on those you’re trying to establish a relationship with, in hopes that someday they’ll start referring cases. Michael leans toward a 2 year rule, where if an attorney they are targeting hasn’t engaged with them in 24 months, then they stop using the more expensive types of marketing and simply let them continue receiving their emails, which costs almost nothing for them. Michael also describes some of the more elaborate ways they have fostered their existing relationships while finding the most important marketing tactic to keep in mind, is just to spend time with people and keep building relationships.

Continuing the topic of referral attorneys, Delisi brings up an important note about the customer experience being more than just the experience of the client at the center of the case. It goes to the deeper point of nurturing the relationships they have with their referral attorneys and not overlooking the experience they provide to them. Michael explains some of the hesitancies he’s heard from referral partners coming from “other herds” regarding cases being referred out and then having a lack of communication until a check was received or a problem arises in the case, or worse, a call to them describing the need to change the deal splitting fees. Michael and Delisi are both adamant those types of scenarios would never happen at their firm and Michael firmly disagrees with such tactics. Leading Delisi to say “your integrity is worth more than that.” They go on to discuss how their firm avoids surprises for their referring attorneys, the communication strategies they follow to keep everyone involved in each referred case, and why their relationships “truly are a partnership.”

One of the more interesting shifts in the Cowen | Rodriguez | Peacock marketing this last year was when they decided to have Delisi manage the intake department and marketing department. Delisi explains why she has been absolutely delighted by the change and how it has given her a more holistic view of their marketing efforts by not just seeing the number of cases referred, but also the value of those cases and other extremely useful insights to help her guide future marketing efforts. She describes how the relationships with the referring attorneys and their staff has grown after this decision and allows her a chance to help with each new case as it comes into the firm.

Michael segues from Delisi’s internal job of marketing to some external marketing factors and how some past experiences have led to the decisions they are making today. Delisi points out how Michael’s decision to no longer handle small auto cases which tend to settle in pre-lit has changed their marketing and also the success of their firm, but “it didn’t happen overnight.” Next, Michael discusses how they previously used a marketing firm that only did legal marketing but found their track record quickly became “triple the price for half the results.” Today, they use a marketing company with only a few legal clients, which they see as a benefit to them. But Michael adds this decision also leads to some disconnect on messaging, because the B2B marketing tactics used with attorneys is delicate and not a hard sell like other industries. They’ve also learned the same lesson by hiring a local graphic designer to help with visuals for cases, which again helps to get the perspective of someone who does not have a background in the legal world and can help to design trial visuals universally understood.

The TLN Table Talk podcast comes full circle to a discussion on why it is important to analyze, measure, and decide on the next year’s marketing efforts before the new year begins. Michael describes their process of looking at ROI (return on investment) and how it drives much of his decision-making process as well as how it is slightly different for their firm, being that they do not market direct to consumers and focus all of their efforts on referral attorneys. Delisi ends by stating why it is important for attorneys to make time for marketing no matter how busy they are, why consistency can help during those slow business months, and shares a Henry Ford quote for everyone to keep in mind when considering a reduction of their marketing budget.

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 podcast@triallawyernation.com; and be sure to join our “Trial Lawyer Nation – Insider’s Circle” group on Facebook to privately interact with the show!

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

By Michael Cowen — 4 years ago

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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

The Power Of A System: How To Build the Injury Law Practice of Your Dreams

 

Authored by John H Fisher 
Mentioned by Joe Camerlengo

Advice for Lawyers
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09 – Artemis Malekpour – All-Inclusive Trial Strategy

By Michael Cowen — 5 years ago

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In this Trial Lawyer Nation podcast, Michael Cowen sits down with a nationally renowned trial consultant, Artemis Malekpour whose strength lies in her trial litigation strategy consulting. She describes it by boiling it all down to, “we help your case.”

However, the sheer magnitude of the scope of her work ranges from before you even file a case, to the end result, and everything in between, including focus groups, trial strategy, mediation strategy, discovery, pre-suit issues, voir dire, and opening statements to name just a few. Artemis describes her entry into the profession as coming initially from a background of psychology and starting down the pre-med path when realizations came to her, along with a pretty dramatic chain of events, that aligned her studies with a passion toward the legal industry. Her dilemma with the situation turned into learning more and taking in feedback from many different subsequent cases and being introduced to them from the inside, which eventually confirmed she was heading in the right direction for herself.

Empathizing with Michael, who also has a psychology degree, Artemis describes several of the cases she’s been through where the emotions start to take over and the desire to help everyone kicks in. Both Michael and Artemis give several examples of intake processes now firmly in place to help avoid accepting cases which are not suitable to take on both for the good of the firm or for the good of the client.

Artemis also opens up about her focus group experiences across the country, averaging sometimes around 40 per year, and divulges some of the trends she is seeing as a result of our current political climate. An interesting moment is a conversation between her and Michael about the power of silence, be it in the courtroom or with a focus group, and how it can be used to benefit your case. And while this technique and others are discussed, Artemis reinforces the importance of understanding there is no “magic formula” for success and describes what she believes the best trial lawyers do after trial.

The insights Artemis shares throughout the conversation are not just insightful, but practical toward any case. Michael jokingly refers to these insights as a “list of the things we do to screw up our own cases.” But we also know even that depiction is sometimes an understatement, which is why talking with Artemis was such a pleasure in this episode. She tells it like it is, and we all come out better on the other side.

Background on Artemis Malekpour

Artemis Malekpour is a partner in the litigation consulting firm of Malekpour & Ball.  With a background in psychology and psychiatric research, she specializes in focus groups, case strategy, damages, and jury selection.  Artemis did her undergraduate work at the University of North Carolina at Chapel Hill, then earned a Master’s in Healthcare Administration from UNC’s School of Public Health and a law degree with honors from Duke University.  She has consulted on a wide variety of cases across the country, with a knack for identifying potential landmines, incorporating her knowledge from years of watching jury deliberations and talking with jurors.

For more info on Artemis Malekpour visit https://www.trialguides.com/authors/artemis-malekpour/