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77 – Gregory Cusimano – Understanding & Utilizing The Jury Bias Model

In this episode of the Trial Lawyer Nation podcast, Michael sits down with trial lawyer and consultant Gregory Cusimano. As one of the authors of “Winning Case Preparation: Understanding Jury Bias, Gregory has conducted a plethora of research on why plaintiff’s lawyers win and lose cases. He and Michael discuss his 10 part jury bias model in detail and how you can apply it to your own cases. 

They start off the episode with Michael asking Gregory how he first got involved with this research. He explains how it began as an AAJ committee which he co-chaired with attorney David Winters. The committee was instated because there had been a trend of good lawyers losing good cases, and they wanted to understand why it was happening. After conducting around 1,000 focus groups on every case type imaginable, they developed the foundations of the jury bias model. 

Gregory goes on to share how it didn’t take long to identify the five common anti-plaintiff biases, which they called “untried issues.” These are issues which are important to a jury, but not to the plaintiff’s lawyer, so most lawyers would try the case without ever addressing them. The initial 5 untried issues included personal responsibility, suspicion, victimization, “stuff” happens, and “blame the plaintiff.” While some of these may seem obvious, Gregory explains why understanding these issues is critical for your case 

Michael then asks Gregory what plaintiff’s lawyers can do about these issues, which he admits was the much harder answer to find. In time, he was able to come up with the “10 Commandments,” or 10 decision-making events or aspects that tend to work. He emphasizes that these are in no way a fool-proof formula to win every case, but instead are a way to use social science to present your case in the best way possible.  

The first (and incredibly important) step is to develop the trial storyThe story should be discovered through jury research. Then, you frame your trial story to be consistent with the beliefs of the potential jurors in your venue. Gregory then eloquently ties in the concepts of Fundamental Attribution Error and Availability principle to explain how important framing and ordering of the facts is to the success of your case.  

The next step is to elicit confirmation. Once you’ve found through research what the jurors in your venue believe, you need to present the case in a way which is “hand in glove” to what they already believe. When Michael asks Gregory how the lawyer should figure this out, his answer is fitting with the research he’s done: concept focus groups. If the case warrants it, this is the gold standard in Gregory’s opinion. If it’s a smaller case or you don’t have the funds to hire an outside consultant to hold the focus group, Gregory STRONGLY cautions against attempting to do it yourself. Instead, you should ask colleagues, friends, or family to participate in the process. This is because lawyers are already so invested in their own cases it’s nearly impossible to not project your own biases to your mock jury. Lastly, it’s important to remember that a focus group is qualitative, not quantitative research. A group of 10 is not a big enough sample size to conclude why you need a specific type of person on your jury. 

Another “commandment” is to “head the norm.” Gregory explains how this stems from the “norm principal,” and when applied to trial it means if the conduct of the defendant is “according to the norm,” juries are not likely to find liability. He shares an example of a case he had where a man was on the back of a garbage truck that crashed into another vehicle, amputating the man’s leg. He thought the case was perfect, but he kept losing in every focus group and mock trial. Eventually, he realized even though men standing on the back of a garbage truck is incredibly dangerous, every juror had seen people doing it. It was the norm, so they never found liability.  

They move on to discuss another commandment, “plan for hindsight bias.” This is framing your case in a way where a jury would think, “I knew that was going to happen.” For example, a product liability case begins in a corporate boardroom six years ago when they decided not to go with a safer option. As you share the subsequent meetings and decisions made, the jury already knows how the story is going to go when your client swerves to avoid a puppy in the road.  

The next commandment is to create empathy. ReferencingThinking Fast, Thinking Slowby Danny Kahneman, he explains how there are two distinct ways in which people make decisions – intuitive or logical and reasonable. It may seem backwards, but if you can get the jury to project empathy, they will begin to use more logic and analyze. Gregory then emphasizes empathy is NOT sympathy, and shares why it is such an important distinction. 

They move on to briefly discuss Michael’s favorite commandment, “drop the anchor” before the 10th and final commandment, “build the frame.” Citing Mark Mandell, Gregory elaborates that framing can be both overall and very minor. He and Michael both share examples they’ve used in cases which appear minor, but made a huge difference in the jury’s perception of a statement. 

They conclude the episode by discussing the third and final section of Gregory’s book, the new method for putting a case together. He describes how he uses the 10 commandments in such a clear and concise way anyone who puts in the work can do it. In fact, this strategy has been so successful that Gregory and his team have found it will move a good case 15-20% into the plaintiff lawyer’s favor! This incredibly informative episode is truly a must-listen for any plaintiff lawyer who wants a leg up with the jury!  

If you’d like to contact Gregory to learn more from him or to consult on a case, you can email him at greg@winningworks.com or call his office at 256-543-0400.  

 

Guest Bio:  

Gregory S. Cusimano is an owner of the law firm of Cusimano, Roberts, Mills & Knowlton, LLC in Gadsden, Al. and Winning Works LLC a national trial consulting firm. He concentrates his practice on serious personal injury and death cases.   He is a frequent speaker at continuing legal education programs throughout the country. Mr. Cusimano was twice elected to serve on AAJ’s Executive Committee and budget Committee, was chair of the ATLA Blue Ribbon Committee to study juror bias and continues to conduct research on tort reform rhetoric and juror attitudes.  He, along with David A. Wenner, developed the Jury Bias Model™ that many say revolutionized how cases are tried today. 

Cusimano has held every elected office in the Alabama Trial Lawyers Association, including president. The Association has honored him with an annual Cusimano Symposium.  He was appointed by the Alabama Supreme Court to committees to rewrite Alabama Rules of Evidence, the Alabama Pattern Jury Instructions, and to revise the Alabama Rules of Civil Procedure. On two occasions, Mr. Cusimano was asked to be the plenary speaker at his State Bar Association’s annual meeting. He served on the President’s Council of the ATLA, (American Association for Justice – AAJ), and was the first to be made a Lifetime Member of the Board of Governors, 

Mr. Cusimano has published numerous articles in state and national magazines and contributed to articles in various treatises.  He is contributing editor of the two volume Alabama Tort Law book, through the fourth edition and co-edited the six-volume set Litigating Tort Cases. He is one of the authors to Winning Case Preparation  published by Trial Guides. He is listed in Best Lawyers of America and is a Life Member in the National Registry of Who’s Who in American Law. Cusimano was the second inductee into the Hall of Fame of the Small Office Practice Section of AAJ.  He is a Diplomate of the International Academy of Litigators and The American Board of Trial Advocates. The designation of Diplomat and Champion of Trial Advocacy was bestowed on him by AAJ’s National College of Advocacy.  He was inducted as a Fellow of the American Bar Foundation, and the Alabama Law Foundation.  Cusimano served as Chairperson of the National College of Advocacy.  He was given the prestigious Lifetime Achievement Award by the Association of Trial Lawyers of America and the Leonard Ring Champion of Justice Award by AAJ. 

76 – Benedict Morelli – Never Deviate: Telling the Truth, Trusting Your Instincts & Taking Risks

In this episode of the Trial Lawyer Nation podcast, Michael sits down with legendary trial lawyer Benedict Morelli. With several 8 and 9-figure verdicts under his belt from a wide range of civil litigation areas, Ben’s track record as an attorney and advocate is known across the country, from suing Bill O’Reilly for sexual harassment and representing Tracy Morgan in his trucking case against Walmart. He and Michael discuss Ben’s story and path to success, a number of his high-profile cases, how he connects with the jury, and so much more.

Ben’s legal career started over four years before he passed his bar exam, while he was working at a law firm in an administrative role. There, he had the opportunity sit in on several jury trials and jury selections. Because of this, he had a head start in figuring out what strategies worked for him, namely authenticity in front of the jury. He continues to hone his craft today by researching other cases and their results. Interestingly, he doesn’t focus so much on the amount the jury awarded. Instead, he digs deeper into the facts of the case to analyze how great the verdict really was and encourages his team of young lawyers to do the same.

After Ben explains that he simply refuses to play by the insurance’s rules of offering about half of what you ask for, Michael digs deeper into where Ben gets his courtroom confidence from. Ben uses something he calls “Ben Morelli’s personal moot court” and seeks feedback from his friends and family. He also references Tracy Morgan’s trucking case against Walmart, eloquently stating “When I have a royal flush, I don’t play it as a pair of two’s.” If you have a strong case in a good venue, have the guts to stick to your number while also analyzing the risk vs. the reward.

Ben is now at the point in his career where his reputation precedes him, and he shares a SHOCKING story from his case against Live Nation where it worked to his advantage.

Michael then digs in to one of Ben’s biggest strengths, how skilled he is at connecting with the jury. His short answer is, “I am them. I’m exactly them.” He grew up like most of them, doesn’t talk down to them, and ALWAYS tells them the truth. He also NEVER uses jury consultants or a mock jury, which is in stark contrast with how many of our previous guests choose a jury. Instead, he goes into voir dire with no bag, paper, or even a pen and ALWAYS sticks to his theory. He insists that his own instincts and knowledge have served him better over the years, and that “When I bet on the jury, I win.” While a unique approach, this technique has served him so well that he’s been told my numerous judges that he won the case in jury selection. He concludes this topi by clarifying that the most important thing is that you stick to who you are, and find what techniques work for you instead of “drinking the Kool-Aid.”

Ben is also unique by today’s standards because instead of specializing his practice, he takes on a wide variety of cases in different practice areas. His philosophy on this is that if it’s a civil case, he can learn it. He also genuinely enjoys the challenge and takes a lot of pride in the diversity of his practice, something he urges other lawyers to consider before they specialize.

Michael then asks Ben how he motivates and educates his large team of young lawyers.  Ben describes his daily meetings with his lawyers and also with his staff. “I’m never too important,” he continues. Every attorney in the firm knows he will personally read every single thing they write. Michael agrees with this philosophy, and he and Ben discuss why it’s so imperative to stay involved in the litigation aspect of your firm, even after you’ve built up a great team.

The pair ends the episode by discussing two of Ben’s star-studded cases – Tracy Morgan’s trucking case against Walmart and suing Bill O’Reilly for sexual harassment. After sharing what it was like to represent a celebrity of Tracy Morgan’s caliber, he explains how suing Bill O’Reilly was one of the most nerve-wracking cases he’s ever had. They went after Ben, his wife, and his practice “with a vengeance.” The details of this story are shocking and Ben’s decision to stick with the case is truly inspiring.

This podcast also covers individual case lawyers vs. mass tort case lawyers, how Ben orders his witnesses (and why it’s SO important), how to internalize what your client’s been through, the power that plaintiff’s attorneys have, Ben’s record-breaking sexual harassment suit verdict, why Ben chose not to specialize his practice, and so much more. This episode is full of insightful and inspiring stories that are well worth the listen!

 

Guest Bio:

Benedict Morelli is one of the most successful plaintiff attorneys in the country, securing numerous multimillion-dollar results, including a $95M verdict in a sexual harassment case and a $102M verdict against Live Nation. He also helped negotiate a $265M settlement – the largest settlement for a passenger railroad accident in US history – for victims of the 2015 Amtrak train derailment. Mr. Morelli and his firm often litigate high-profile cases, including representing comedian Tracy Morgan in his lawsuit against Walmart and being one of the first to successfully sue Bill O’Reilly and Fox News for sexual harassment. He has deep experience in a variety of civil matters, including personal injury, truck and auto accidents, employment discrimination, medical malpractice, and product liability.

 

75 – Delisi Friday – Keys to Success: Lessons From Zoom Trial Prep

In this episode of the Trial Lawyer Nation podcast, Michael sits down with his marketing “genius” Delisi Friday to discuss what they did to prepare for a Zoom jury trial. While the case settled one day before the trial was set to begin, they learned some key takeaways on what it takes to prepare a case for trial in this new and exciting format.

They jump right into the episode by discussing the need for movement in a virtual trial. Michael insisted from the beginning that he needed to be able to stand up and move in order to engage with the jury, especially for voir dire and opening. He compares this to a live TV show, versus a normal trial being like live theater. He also emphasizes the importance of proper lighting, the jury being able to see your facial expressions clearly, making “eye contact” with the jury through a camera, and practicing (and recording) every single aspect of your presentation to ensure it goes off without a hitch.

Michael then goes into detail about how he planned to conduct voir dire and maintain eye contact throughout – something he says, even with a ton of practice, “was weird.” They mitigated this challenge by displaying the jury on a 70 inch TV located above the camera. Additionally, they had a smaller screen located underneath the camera where they “spotlighted” the speaker. This allowed Michael to both see the entire jury panel and make “eye contact” with the juror he was currently talking to.

He then explains why “practice, practice, practice” is SO crucial for a virtual trial. This includes using ALL of the equipment you plan on using ahead of time, sharing an embarrassing test voir dire he did with a group of lawyers that was riddled with technical issues. You don’t want to be thinking about whether the tech will work or not, you want to be thinking about your connection with the jury. Delisi agrees and adds that you need to know when to stop adding new things in your effort to be better, give yourself enough time to practice with everything, and minimize the stress of last-minute changes.

They move on to discuss the advantages of a Zoom jury trial versus a regular trial. Michael shares how jurors no longer have to get up and go to the courthouse, they’re excited about the novel concept, and as plaintiff lawyers, you now control what the jury can see. Delisi agrees and shares that they learned so much through this process, including the (shocking) importance of using less visuals.

Michael continues by sharing how important his trial lawyer friends’ input was in this process. The love and sense of community he felt was extraordinary, and the process of practicing with them helped him hone his presentation and gave him a sense of confidence. Delisi agrees and adds that seeing the development of his opening statement was so “magical,” and that she could really see the difference and the growth throughout. She also adds how the Zoom medium and the excessive amount of practice allowed Michael to take more risks and resulted in a much more dramatic and engaging opening statement.

Michael then takes a step back to explain that even if you don’t have a “team of pro’s,” you can incorporate some of these steps as long as you have someone to help you. Delisi agrees and adds that most of the materials they purchased were very affordable – she even utilized a cardboard box to block sunlight from hitting Michael’s face!

They conclude the episode by discussing their main takeaways. Michael shares how he would have tried to have a pre-trial conference earlier to hammer out some issues ahead of time, and started practicing with the technology further in advance. Delisi adds that she learned how important simplicity was in this process, and next time she wants to consider that in how we aid in the storytelling process. Michael agrees and once again emphasizes that you need to practice, record yourself, and watch those recordings. He also reiterates that it’s not about the lawyer or their ego – it’s about the jury and your client. And when the jury trusts you, they’ll work through a technical issue with you. If you trust in them, it takes a lot of your stress away.

While Michael is a bit disappointed that the case settled and he didn’t get to try it, he knew that the settlement offer was what was best for his client and was happy to take it. This process still provided valuable practice for the next time he gets the opportunity to try a case by Zoom, something he firmly believes is the best option for getting justice on personal injury cases right now. He urges any trial lawyer listening to seize this opportunity if it’s presented to them.

This podcast also covers hand gestures, learning to use two cameras on Zoom, the importance of camera angles, light reflections, and considering the video of your witnesses who are not in your office.

SHOW NOTES:

Some of the materials discussed and used for their “Zoom courtroom” are linked below and available for purchase online:

  1. Grey backdrop (under $20)
  2. Headphone extension cable (under $10)
  3. Wireless lavalier microphone (under $80)
  4. Backdrop System Kit (under $70)
  5. Micro HDMI to HDMI cable (under $20)
  6. Cam Link 4K (under $125)

 

74 – Ed Ciarimboli – Masked Justice: Part 3

In this episode of the Trial Lawyer Nation podcast, Michael sits down with fellow trial lawyer Ed Ciarimboli from Pennsylvania. Ed is part of the elite class of lawyers who have been able to take a case to trial in the COVID era. And with the final witness testimony being so monumental to the case that they settled immediately after he left the witness box, this trial story is one you need to hear to believe!

They begin with a brief discussion of Ed’s background and how he started trying cases. A partner at a 12-lawyer and 3 location firm, Fellerman & Ciarimboli, Ed mainly focuses on commercial motor vehicle cases. He got into the AAJ speaking circuit about 9 years ago, where he began to really hone his skills as a lawyer. It was a couple of years after that when he was told he needed to become great at trying cases. When Ed asked why, the other lawyer responded, “Because you’re the worst lawyer I’ve ever seen at settling a case.” So, Ed took the advice and has since focused his energy on being as comfortable as possible in the courtroom.

When asked to elaborate on what he did to develop his skills as a trial lawyer, Ed insists the biggest factor was his investment in his education. He urges young lawyers to do more than join a webinar- they should go to conferences and workshops to truly focus on the different aspects of trial and HOW they’re doing it. Body language and movement are crucial to a lawyer’s performance in the courtroom, and after working with a long list of consultants and gurus on these topics, Ed encourages everyone who wants to be a great trial lawyer to put the effort into this.

He then clarifies that this doesn’t mean following the dogmatic approach of one pro- it’s about learning the fundamentals (taking depositions, cross-examinations, etc.) then studying different approaches to storytelling and choosing the best one for your particular case.  This approach requires much more work than a cookie-cutter strategy, but both Ed and Michael agree that it’s well worth the effort.

Michael then starts to dig into the facts of Ed’s case, which was unique and incredibly tragic. Ed explains how the defendant company purchased a huge molding machine from a broker. The defendant company signed the paperwork and assumed responsibility for the machine, then hired a crane company for the rigging and transportation of said machine. The crane company was told nothing about the details of the machine, notably the 55-gallon drum of hydraulic fluid still inside the machine. In the process of moving the machine onto the flatbed truck for transportation, the hydraulic fluid sloshed to the side and caused the machine to tip over onto Ed’s client, killing him instantly.

Ed then explains how they ended up suing the company who purchased the machine and shares how his extensive work on commercial motor vehicle cases set him up for success on this case. Ed knew the Federal Motor Carrier Safety Regulations “100 million times better than the defense,” which he used to his advantage in placing the blame on the defendant company whose only real defense was, “We hired this company.”

Michael continues the conversation by asking Ed how jury selection was handled. Ed shares how voir dire was conducted in a large old theater instead of a courtroom in order to allow for safe spacing between the potential jurors. And while he admits he was more nervous for this jury selection than any he’s ever done before, the process went incredibly smoothly. He gives high praise to the judge, his jury consultants, and the jurors themselves, stating, “I truly believe we won this case in jury selection.” He also notes that the demographic composition of the jury pool was not skewed, something which will surprise listeners who believed COVID would cause people to resist sitting on a jury.

Ed then shares the setup of the courtroom, which included the jurors sitting in the gallery with two large screens in front of them. He explains in-depth the lengths he and his team went to effectively present to a jury largely spaced out, including the widespread use of visuals that any trial lawyer trying to get back in the courtroom needs to hear.

Michael then digs deeper into Ed’s sequencing of the case and presentation to the jury, which is something he did with incredible craft and thoughtfulness. He began by simply stating, “George James went to work one day and never came back. Why?” before introducing the jury to the company, who was very experienced in dealing with hazardous materials. He then boiled this complex case down into one simple graphic of the transportation cycle, highlighting the defendant company was both the shipper and the receiver of the machine.

Ed then called the corporate representative as his first witness, who did “TERRIBLE,” and came off smug, angry, and unwilling to accept the responsibility which was so clearly his. Next was their expert, then the moment which Ed was most concerned about, the client’s blue-collar co-workers from the crane company. His fears were quickly abandoned as these witnesses talked plainly and honestly about their lack of experience with hazardous materials, further securing the blame on the defendant company who assumed the responsibility. But the most powerful moment of all was seeing the way they all talked about Ed’s client and how amazing of a person he was, causing many of them to break down on the stand.

As the trial went on, the defense kept offering more money to settle the case, but it was nowhere near enough. Ed had rested and was ready for closing until the defense called their final witness, an economic expert. While Ed had chosen to leave economic damages out of the case completely, the defense thought it wise to have their witness testify that based on the client’s income and life expectancy, his life was only worth $61,000.

Considering the client was such an upstanding person that his EX-WIFE was one of the key damage witnesses, this was a shocking move. After Ed’s brutal cross-examination of this witness (which you need to hear to fully appreciate), he was rushed in the hallway by corporate counsel eager to settle for the amount he wanted. Ed agreed and the case was settled right before closing.

While Ed’s trial story and success in the age of COVID are admirable, Michael wants to know – would Ed recommend other lawyers to push their cases to trial, or should they wait until COVID has passed? Ed simply states, “I say do it.” It’s scary filled with uncertainty, but as lawyers, we are not doing our jobs if we are not pushing our cases.

As a follow-up, Michael curiously asks, “What about if your only option is a Zoom trial?” to which Ed is a bit more hesitant. They go back and forth discussing the merits and limitations of Zoom trials, which Michael is set to partake in starting February 1st. Ed praises Michael for taking this leap and wishes him luck in this upcoming trial.

This podcast episode also covers why sequencing your witnesses properly is so important, using experts, how Ed found his “best jurors,” the details of the FMCSR’s on transporting hazardous material, what the jurors said when Ed reached out to them post-trial, and so much more. This is truly an inspiring trial story that you DON’T want to miss!

 

Interested in hearing more COVID era trial stories? Check out our other Masked Justice episodes:

 

Guest Bio:

Attorney Edward Ciarimboli is a founding partner at Fellerman & Ciarimboli Law PC. He graduated from Wilkes University with a dual degree in political science and engineering and applied science. While at Duquesne University School of Law, he was admitted to the Order of Barristers for Excellence in Courtroom Advocacy and was named a national semi-finalist in the American Trial Lawyers Association Moot Court Competition.

After receiving his Juris Doctor, Attorney Ciarimboli served as a law clerk to the Luzerne County Court of Common Pleas and the U.S. District Court for the Middle District of Pennsylvania.

Attorney Ciarimboli concentrates his practice on trucking and auto collision and medical malpractice litigation. He is active in many professional organizations, including the American Association for Justice, the Pennsylvania Association for Justice, and the Luzerne County and Pennsylvania Bar Associations. He serves on AAJ’s National College of Advocacy Board of Trustees and the Board of Governors for the Pennsylvania Association of Justice, donates to AAJ’s PAC, and is a member of AAJ’s Trucking Litigation Group; Motor Vehicle Collision, Highway and Premises Liability; Insurance Law; and Professional Negligence sections.

Attorney Ciarimboli has been selected for inclusion in the Pennsylvania Super Lawyers® list every year since 2008. He was named Top 40 Under 40 by the National Trial Lawyers Association and named to the Top 10 National Trial Lawyers’ Trucking Trial Lawyers Association. He was also named as one of the Nation’s Top One Percent by the National Association Distinguished Counsel.

In addition to his extensive trial practice, Attorney Ciarimboli frequently teaches lawyers across the country on both deposition and trial skills.

Attorney Ciarimboli is also an active member of his community. With his partner, Attorney Greg Fellerman, he began the Safe Prom Pledge in 2010 as a way to promote a drug-free and alcohol-free prom night for students throughout Eastern Pennsylvania. To date, they have spoken to more than 25,000 high school students on the dangers of driving under the influence of drugs and alcohol.

Attorney Ciarimboli lives in a 115-year-old farmhouse with his wife, Jennifer, their children, two dogs, two cats, countless chickens, roosters, and an occasional pheasant.

 

73 – Pat S. Montes – The Secret Weapon: Your Client’s Story & The Human Experience

In this episode of the Trial Lawyer Nation podcast, Michael sits down with his good friend and “secret weapon,” Pat S. Montes. A practicing lawyer herself, Pat has developed a consulting business where she works with lawyers and their clients to help the clients tell their stories more effectively.  They’ll take an in-depth look at her process for depo and trial prep and why it is so effective (and healing) for clients to tell their whole story.

They begin by looking at Pat’s background and how she got into her consulting business.  A proud Mexican American and one of six siblings, she explains how her upbringing was hugely influential to her and played a substantial role in her success. She goes on to share how she attended the Trial Lawyers College in 2002 where she realized then that she didn’t really know her clients or their voices. She began a long journey of research and self-discovery, attending countless seminars on psychodrama and storytelling. While Pat does not do psychodrama herself, she utilizes many of the same techniques in her practice. She focuses on getting beyond the client’s outer layer to their inner layer, so they can show the jury what’s really going on inside them.

Pat continues by explaining what psychodrama is, which she simply defines as “finding truth in action.” In this process typically used for group psychotherapy, the “star” (the client) acts out scenes and stories from their life while the present group connects with that experience. In relation to the legal practice and our clients, it is a way of being able to connect with other humans and other human experiences and “finding the truth in the story.” Pat uses role reversal, teaches the clients how to “concretize” their feelings, and more to help them translate their feelings into a story for the jury.

They move on to dig into Pat’s process for preparing the lawyer and their client for deposition. Michael begins this section by asking Pat how she discovered that putting something into action helps the client describe it better. She shares how this process gets the client convicted about how they feel and always begins by asking about the effect of the crash on the client’s life. Their immediate answer to this first question reveals a lot about who they are and how they’ve processed this life-changing event. She will then dig deeper into that answer to uncover the “whole truth,” a process which Michael has seen Pat do with his clients many times and strongly believes is incredibly important to the case, cathartic for the client, and vital for the lawyer to fully understand their client. Michael also notes the importance of the client being completely honest with the jury, because “juries have great bullshit detectors” and will punish you if they sense you’re being dishonest.

Pat will then dig into the client’s “before,” something she thinks is crucial for the client to be able to explain vividly to the jury, saying “If the jury can feel the before, then the jury can feel the loss.” She goes on to say that it’s perfectly fine if the client’s “before” was less than perfect. For example, if the client was in a transition phase before the crash, the last thing they needed was a life-altering injury.

Another important part of Pat’s process is teaching the client how to describe their pain and how it makes them feel. This not only helps them explain it vividly to the jury, but it can even uncover injuries and ailments that have been unnoticed by doctors. She then explains how the lawyer should model this to the client by first describing a recent pain they’ve had. She provides her own example of dealing with Sciatica in such detail that listeners are sure to feel the exact sensation of her pain as she says it.

While this process is meant to build trust and understanding between the lawyer and their client, it also serves to prepare the client to bare the burden of proof for the jury. Many clients initially believe they shouldn’t have to prove anything, or that their story speaks for itself. But Pat will constantly remind the client of how what they say looks to a jury. For example, if the client doesn’t remember the date of the accident, that could appear incongruent with their assertation that “the crash was devastating.”

To help the client go into their deposition feeling emboldened or proud, Pat employs a number of insightful techniques. One example she gives even uses the client’s sense of smell to bring them into their “safe place” which has a number of useful applications in the courtroom and in life. This also makes their story more engaging to the jury and helps the lawyer connect with the emotions they felt in that moment.

Pat then notes the importance of the client describing the joy that their past activities brought to their life. For example, when she asks most clients about their past job, they’ll talk about how it brought them respect and made them feel fulfilled. They typically don’t even mention the money! And when we talk about what these things meant to the client’s life, Pat says that’s where we get the anguish and the “struggles.”

This leads Michael to ask her to explain more about “struggles” and what she means by that. Pat provides a common example of a client saying, “I can’t even walk,” when in reality they can. Many lawyers shut off at hearing this because they think the client is overexaggerating or overly complaining. But while they can walk, they are doing so in a lot of pain. She then makes it clear to the client that they shouldn’t diminish anything, but they should not exaggerate anything.

Michael also adds that when clients are overstating, they’re often scared that if they don’t exaggerate, nobody will listen to them. This is why trust between the lawyer and the client is key, and Michael credits Pat for helping build many of his most trusting relationships with clients. He poetically adds, “Even if it’s not the perfect story, the truth is so powerful in the courtroom.” Pat agrees and adds that the less you have, the more you lose. So even if the client’s “before” story is filled with missteps, it’s vital to tell the whole truth to the jury.

They move on to discuss an insightful way to find the best witnesses for the client. Part of this process is the client acting out scenes from their life, which inherently reveals some people in their life that were there for those moments. Usually, they’re not anybody who the client would list unprompted, but end up being the perfect person to attest to the client’s loss.  As Pat puts it, “It’s who knows your character, not who can speak to it.”

While most of this episode has been about Pat’s depo prep process, she and Michael briefly move on to discuss her trial prep process. This involves setting up a mock jury and having everybody rotate positions to be the jury, the defense lawyer, and the client. This prepares the client for the scrutiny of the defense and the jury, giving them the confidence they need to survive the brutal attacks that can happen in the courtroom. They’ll also cover things like eye contact, what a juror needs, practicing a direct, practicing a cross examination, and more. Between this and the depo prep described in this episode, the client will come out prepared, trusting, and sometimes even “healed” from their emotional wounds.

If you’d like to contact Pat Montes about consulting on a case, you can email her at patmontes@monteslaw.com. She is fluent in both English and Spanish. Michael hesitates to say this because he’s nervous about her getting booked up, but in the spirit of truthfulness, he highly recommends working with Pat to develop your clients’ trust and storytelling skills.

This podcast also covers how long this process takes, going to trial without medical bills, why you should ask your clients who influenced them to be the person they are, why the connection you share with your client should be your voir dire question, how acting out a scene can help clients understand the mechanics of their injury, how lawyers can learn more about this process, why the lawyer needs to be present for this to work, why the plaintiff lawyer should NEVER play the defense lawyer in a role play scenario, why this process feels like therapy, and so much more.

 

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