How to Create Your Own Virtual System for Jury Research [Ep 126]

Join Elizabeth Larrick as she explores the transformative power of virtual focus groups for trial lawyers. In this episode, Elizabeth discusses her course, “DIY Virtual Focus Groups for Beginners,” designed to equip trial lawyers with the skills to run their own focus groups. Elizabeth shares her experience of how these methods have enhanced her practice by providing crucial jury insights and improving case decisions. The course offers practical tools, including recorded Zoom sessions, a detailed workbook, and a supportive community, addressing common challenges like recruitment, presentation, and moderation.

Elizabeth emphasizes the importance of integrating feedback into legal case preparations, aiming for clarity and simplicity in jury communication. Discover how running your own focus groups can refine your presentation strategies, connect more effectively with juries and clients, and enhance your overall courtroom success. 

In this episode, you will hear:

  • Introduction to DIY Virtual Focus Groups for trial lawyers
  • Strategies for recruitment, presentation, and moderation in focus groups
  • Importance of integrating feedback for effective jury communication
  • Benefits of running personal focus groups for case preparation

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Supporting Resources:

To learn more about the on-demand course Do-It-Yourself Virtual Focus Groups go to https://elizabethlarrick.com/on-demand-course-focus-groups/

To hear other episodes about running your own virtual focus groups check out:

DIY Focus Groups with Clint Shumacher [Ep 83]

Setting Up Your Focus Group System [Ep 81]

Focus Group Recruiting [Ep 80]

DIY Virtual Jury Research Part 1 [Ep 19]

DIY Virtual Jury Research Part 2 [Ep 20]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Episode Transcript

Hello, and welcome back to the podcast. I’m your host, Elizabeth Larrick, and I’m glad you’re here today. This episode is going to be a bit different from my normal style. I am going to be sharing information about my on demand course, DIY virtual focus groups for beginners. I’ve talked quite a bit about virtual focus groups on this podcast.

That’s not normal. Even if you’re just now joining me, you may have probably heard some other episodes That were in the feed or that you saw before episode 19, episode 20, episode 80, and a great interview with Clint Schumacher on DIY Focus Groups. All those links will actually be in the show notes if you want to go back and take a look at those.

What I found though is that it was a little bit of a piecemeal information and I get a lot of questions in my email inbox about running virtual focus groups and several pitfalls that people may run into. And so I decided that I could create a course to help folks that are out there either getting started, they’re interested in it, or maybe they’re running them at their own office right now and they’re just getting stuck.

But before I did that, I went out and I looked at what resources right now are available for lawyers, specifically, that gives them a full picture on creating virtual focus groups, not just the recruiting piece, but also the presentation piece and the moderating, which can be really challenging for us because sometimes it turns into cross exam.

And knowing that the importance of running your own virtual focus groups, having that information To make decisions in your case is really key. That’s how I was able to run my law firm. I learned how to do them and put that into practice very quickly to help me make decisions because I didn’t have a lot of resources.

So I wanted to make sure that I could maximize my cases that I had with the basically the resources I had to put into them. And I just really didn’t want to pick the wrong case to go to trial on and possibly lose or make the wrong decision about investing in a case that really wasn’t going to get very far with the jury.

And I believe every lawyer should have access to jury research, no matter where you are, because it really helps overall with running your law firm, making good decisions and having a lot of confidence and assurance in what you’re doing when sometimes it feels like you’re just operating in a vacuum.

There are not very many other resources that we can Really used to get feedback about what other people jurors actually people were making decisions about the cases think right. We can talk to their lawyers. That’s nice. That experience is good. But if you ever been a trial, you know, it’s never going to go exactly as somebody else’s trial has gone.

And so you just want to make sure that you’re testing that. So. I looked at my process and again, I looked back at what people were asking me. I ran several webinars back as well in March and February to help kind of give some information to see where things were needing, where people were lacking. And I even asked again, did other polls to make, ask lawyers.

And what I found was, Or what I’ve created was a live three sessions, zoom sessions where everybody could come in and ask questions and go through the material together. There’s so much material that I created a workbook to go along with everything. And of course you record everything. Which is now what this episode is about the on demand version of that course.

It’s still all the great information about the very actionable steps that you can take along with options. I know that my way is not the highway. There are lots of ways that folks run focus groups. And so I tried to provide those options as well for you along with, you know, really an overview with timelines that you can look at and thinking through the ability.

to delegate to staff members. And so I really encourage lawyers and their staff to join our meetings that we had back in May. Again, that’s exactly what this episode is about. That on demand course that is now available until December 1st. and access will be available all the way through the end of 2024.

And what I’ve also done is because it’s so vital for us to be able to ask questions and get information is I’ve also scheduled an Ask Me Anything on December 2nd so that we can get together and you can pick my brain and I can ask you questions as well about how things are going. And also the platform that is hosting the course allows for a lot of community interaction, a lot of posting.

And that I feel like is always really helpful when you’re doing something new and you have questions and lawyers are really good about questions. You immediately can go there, post a question and get an answer. Okay. So that’s really, I think a helpful part of it as well. And what can you really gain from taking this course?

Well, number one, DIY do it yourself, virtual focus groups, right? Get in yourself, literally those step by step actions to get over that starting place where you’re thinking, how do I get started? And naturally that’s going to save costs and that’s going to make it really convenient for you and. Your office to get answers on questions.

But really, what is gained is confidence and certainty in the evidence that you have and assurance that you have been able to flip those negative facts into either positive positive or even just neutralize them. Really be able to issue spot things that you can’t see as a lawyer, right? We’ve always got some blind spots, especially when we are really invested in a case.

It’s hard to see the other point of view and that’s where focus groups are so awesome at seeing things that we can’t. themes, being able to really look at those facts and targeting concerned areas with these one hour, two hour, even three hour virtual focus groups and getting the clarity that you want, right, to make decisions about cases.

And here recently, right, I had a lawyer who perfectly summarized it. He said, I’m so relieved because. You give this presentation and hearing their feedback that we don’t have to go into a trial and really educate people about something so boring as our case. And it’s like, yes, it is so much simpler than what we make it to be, right?

We tend to complicate things because we have so much information and facts. And really that’s where a focus group, even a short focus group can help you see the simplicity of the case without any complication. And of folks that have taken this course, right? I mean, you know, one of the reviews that I’ve gotten is that, you know, it’s the course has information about gathering people and have forms for different types of focus groups that are available and even interpreting the information, which is kind of critical, right?

We want to make sure that we interpret things correctly. So. All of that is packaged right into three on demand videos and three workbooks that go with that. And the workbooks just kind of accentuate, meaning they’re going to give you more information than what is in the video, but you can go in there and play the videos that you need.

Again, having you and staff be able to have access to those so everybody’s on the same page. And then again, that December 2nd Ask Me Anything, so everybody can come in and get their questions answered. It was definitely one of the highlights of the live version that we had in May, because there is just so much information in there, and sometimes, you know, it’s hard to necessarily connect to it.

everything. Plus, there’s always generally a nuanced question that folks have about maybe their particular practice area or how do you focus group this topic or this problem, right? So that’s always a great question to ask as well. So if you’re interested in learning more about the on demand course, head over to ElizabethLarrick.

com slash on demand course Focus groups, long link. I understand it’ll be in the show notes. So if you’re driving or walking, just know, check those show notes later to find that link. And plus, if you are just not sure if making, doing your own virtual system for jury research is what you’d like to do, then go back to those episodes I mentioned before, 19, 20, 80.

Again, the links will be in the show notes to see, you know, is this something that I want to do? And, um, You know, I encourage folks that it is much simpler than you think to get it started. And it’s, of course, it feels simple to me because I’ve been doing it for years, but I want every lawyer who is practicing in this space, plan of personal injury, employment law, business litigation, to have a tool to help them make decisions to, and also educate their client.

You know, that’s one of those things that sometimes we have clients that are really fixated on Certain facts and certain pieces of their damages, which maybe just don’t hit the jury the same way, right? And it’s hard for them to understand that until they actually see it. And that’s just one of the benefits that you have is.

You can run one of these focus groups right when you need it with the perfect amount of time that you need with an efficient cost and get that answer and then be able to move forward in the case. So many times what I see people do is really hesitate. when it comes to getting information to move a case forward.

And the hesitation could be there’s other cases going on or well that mediation got moved so I’ll just, I’ll just wait to do that later. That’s not a pressing thing that I need information on. I’ll just move it down. Right? You reprioritizing things based on trial dates and expert depositions, and mediations.

Here’s where that becomes a huge problem. That’s really underestimating the amount of amazing information and perspective you will get from a virtual focus group. And you will want to marinate on that information because initial blush may be You want to, you know, run to the bathroom, Ralph, because it’s all terrible information.

But once you really need to digest it to be able to see, Oh, okay, wait a second. Let me get a little bit deeper here on what they’re saying and really try to integrate this into the case earlier than waiting. LLC. Many a times what happens is at first blush, it sounds like they really they’re putting your case in the garbage pan, right?

Like they don’t like it. It sounds like they’re creating more problems for you than not. But most of the time, if you sit with it, go back over it. And this is where that interpretation comes from. You realize I can answer all of these questions, but wow, I need to make that really clear. up front and how do I do that now with, with what I have left, right?

Like maybe it’s the mediation presentation. Maybe it’s these expert depositions that I need to get those questions in up front and very clear so that it’s the jury has those answers. They’re not sitting there wondering about these things. And again, the longer we can marinate on this feedback, the more we can integrate it into our cases and make them better.

Even if at the end of the day, it’s going to be a settlement. That’s okay. Because most of the decision makers on our cases fit more into the Drupal than they do, than they do on our side of things, right? They’ve got very few of things, but having a little bit of clarity and simplicity fits everybody because our brains love that that is persuasive.

And that’s a huge piece of what you can get from running your own purchase groups. Okay. Well, that’s it. I hope that this episode, although different than the normal ones, was helpful and maybe if you’re not ready yet, that’s okay. This is still a good place to maybe peruse the page. Look at the information and see like, okay, listen to the other episodes.

Maybe this is, maybe this isn’t, but just know that that is available for you until December 1st. All right. Thank you so much. I appreciate it.

Mock Jury isn’t the ONLY Way to do Your Trial Preparation [Ep 125]

In this episode, Elizabeth explores innovative and cost-effective strategies for trial preparation that go beyond traditional mock juries. Designed with solo practitioners and small law firms in mind, this episode examines techniques like focus groups that can provide valuable insights without the high costs. Learn how attorneys like Ryan Squires and Peter Levine successfully used virtual focus groups to refine their trial strategies, leading to significant verdicts and settlements. Gain actionable tips to enhance your courtroom skills and connect more effectively with juries. 

In this episode, you will hear:

  • Exploring cost-effective alternatives to mock juries for trial preparation
  • Benefits and insights of using focus groups, both in-person and virtual
  • Overcoming traditional trial prep challenges for solo practitioners and small firms
  • Practical tips for conducting short, targeted focus groups

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Supporting Resources:

Want to get in-depth insight straight to your inbox? Join the Trial Lawyer Prep Newsletter at www.larricklawfirm.com/connect to get a specially crafted email once a month from Elizabeth that gives lawyers extra resources, tips and information on preparing the best case.

Here are the episodes mentioned by Elizabeth:

Ep 35 Ryan Squires and his Record Setting $40 million verdict

Ep 19 DIY Virtual Jury Research Part 1

Ep 20 DIY Virtual Jury Research Part 2

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Episode Transcript

Hello and welcome back to the podcast. I’m your host, Elizabeth Larrick, and I’m glad you’re here and joining me today.

This episode, we are going to talk about a common misconception That I hear when I talk with lawyers and we’re thinking about trial prep and what to do and where to go to learn about jurors attitudes, case themes, you know, who are the good jurors demographically, who are the not good jurors demographically.

And what I always get back is that it’s a mock jury. But this is really kind of the only way that you’re going to be able to learn what you need to learn. To do your trial prep correctly and listen that is not the only way and I want to put together this episode because I know if That’s very much a traditional thought, right?

We’ve learned it from somebody else. It’s been passed down, right? And mock juries are really cool. Don’t get me wrong. I’ve done them. They’re great. But if that’s the only way we think about trial prep, that really starts to exclude a lot of people because they’re so expensive and time consuming. And I can tell you like right here as a solo running my own law firm, thinking of doing a mock jury on my own, like there’s no way I couldn’t afford to do that on any of my cases.

And lo and behold, right, working with other folks and starting to do focus groups on my own, you know, just started to do it. This is what I had available to me. So that’s what I did. Now, when I doing my consulting work and talking with lawyers now for several years, I still keep hearing kind of this, not that it’s a roadblock, but that it is the only way.

Right. Oh, we’re going to do a trial. Oh, we’re doing a mock jury. And so that’s really what this episode is about is, hey, we’ve got alternatives here and why would we need alternatives? Well, again, like I said, number one, thinking about mock jury as the only way to do your trial prep really knocks a lot of people out just based on time consumption.

And money, right? The resource. And that’s because, I mean, traditionally a mock jury is where you’re going to run the full case. So that’s one, a lot of time consumption in putting tech together. So a lot of people, they’re going to have. you know, openings, they’re going to have video evidence, sometimes even live people come and play or read the depositions and you’re gonna have closings, you know, jury instructions.

So it really is the full case and then you watch the deliberations. And so there’s a big resource in, you know, location, videographer, your staff, right. And just helping put these things together. Plus being there, not to mention your, your taxing in the sense time tax in that it’s, you know, You’ve got to put together all these things, all the openings, think about it, get, get extra lawyers to come play all these things.

And so ultimately, it is very clunky when it comes to putting it together and it’s like a whole project management. And it’s really hard to get some qualitative information on specific issues that may be concerning you. Because what you end up getting with a mock jury is you watch deliberations and you get that kind of verdict, right?

And there may be like a debrief and sometimes there is where basically after they finish deliberating, which you’re watching and then you have somebody go in and start, hey, let me ask some questions and just try to get information out of them. They really can’t give you a lot of clear information because they’ve been there all day.

They’ve consumed so much new information. They really probably can’t give you specifics. more than they’ve already talked about in deliberation. So you, you kind of lose out on some of those real sticking points that maybe you wanted to know about or pieces of evidence or, or witnesses, right? So you’re really getting very much a high level, what I call yes, no, right.

You’re getting that verdict where, how they came up with that. Yes, you watch deliberations, but I’m sure if you’ve done one of these, you’re You have the same concern I have, which is like one person is going to nominate right or which what I’ve also seen is where instead of actually like. thinking through and putting together something thoughtful.

They just vote and they just divide and do math and they just move on, right? They’re done. So it’s very hard sometimes to figure out what people are really thinking about the issues because they just kind of do an aggregation of their thoughts instead of actually like kind of debating it like you would think the deliberations go.

So. The other thing is too, once you finish these things, usually you’re spent, right? You’re, you’re exhausted. You’ve got to really move on to doing trial things, motions and liminees and answer all those emails and the judge and you really only have time to do one of these. So you don’t even have comparison information after you get this.

Generally you get, you know, kind of a really large report. You’re not gonna be wrong, like there are definitely, you know, votes along the way and other things to kind of look and test along the way, but again, without having a little bit of a, like a stop in discussion, people just lose it, right? They can’t hold all that information in their brain, then regurgitate it later on in deliberations or rather in the discussion debrief.

So, you know, mock jury, it’s great, but it can be really clunky and, and very traditional. So let’s talk about two alternatives. And number one is the short in person focus group. And when I say short, we’re talking two hours, three hours, maybe four hours max. And why I say that is because thinking through four hours, you’re going to have a couple of breaks, but you’re going to try to get people in and out of there without having to do a meal.

And again, that’s just trying to think through expenses. We’re going to have to get a location. We’re going to have to get a videographer. We’re still going to have this a little bit of an expense to get a neutral location and a place with enough bathrooms. All those things, you know, to make sure participants want to show up and they’re not coming to your office and already having a biased thought about, Hmm, I’m in a lawyer’s office.

I wonder if this is their case, right? Of course, they’re going to assume it’s your case. So the other reason why thinking through these short, like, two hour, three hour in person is in person is still going to allow you the opportunity to practice your presentation style, getting on your feet, practicing that tone, that cadence, It’s the movement, right?

How it works with your PowerPoint. A lot of people really love that piece of a mock jury. It gets them. They put the suit on, you get on your feet and you’re looking people in the eye and you’re delivering the information. Super important, right? That really helps you with practice. That’s why I say one alternative is these short in person focus groups.

And with the shorter version, though, you can really Specifically do pieces of the trial, right? So you can really practice jury selection and you can practice an opening statement. Maybe you skip the jury selection and just do an opening statement and some witness videos. But you’re allowing them to really absorb one piece, get the feedback on that piece, and really jump in and understand what’s behind, right, their reactions or their attitudes and following up to get that information right there, what’s on the top of their brain.

And then moving to the next piece, right? So think about a two hour, you want to do what deer for an hour and you, then you want to run an opening statement. Great. Like you’re going to be able to do that in a way where you’re going to be able to then go back. Well, and you’re getting on your feet, you’re practicing, you’re listening, you’re doing all the good things that what do your requires of us.

And then you’re going to do your opening statement and you’re going to have somebody else get up and do that discussion piece, but you’re going to get the feedback. That you need to hear on those specific issues without crowding more information into their brains. On top of that, and again, thinking if you added an hour, do three hours, right?

So adding in a defense opening here. So there’s a lot of flexibility when we look at just focusing on specific pieces of trial to get you ready and to get that immediate feedback. What also allows you to do is to repeat it, right? Maybe you want to redo your opening or you want to change some things based on what you heard and test it again.

Well, you have the ability, cause these again are shorter. They’re going to be a little more cost effective, but they’re still going to give you that in person presentation style that you want to practice. And then you’re again, going to have this extra data to be able to build more of a data set versus just doing one mock jury.

And again, like I said, it’s much less burdensome on the planning, the putting it together, the time and the money resources. Plus, like I said, you’re getting more qualitative information about specifics that you may have concerns about versus overcrowding them with lots of information and just getting that high level, yes or no, what percentage of responsibility.

Now, you’re still going to get answers to those questions. Like even if you didn’t want them to give it to you, that’s generally what they’re going to do anyhow. So you’re going to get that information, But you’re going to get what’s behind it in a much different format versus watching them deliberate, right?

You’re going to have that moderator asking questions, following up, really digging into the responses that you’re getting. Now, the other alternative, which if you’ve been listening to this podcast, you knew it was already coming, which is short virtual focus groups, because I think that these are so helpful in allowing.

Nearly every lawyer going to trial access to jury research because we are conserving even more money and time by doing these things virtually, there’s no travel, no location fees, no videographers, Right. And everybody just tunes in on their computer. You run everything, share the screen. And again, we’re talking about the same kind of targeted presentations, jury selection, opening statements, Witness videos, it’s the same materials, the materials aren’t really going to change, you’re going to dial them back, right?

If you’re just going to do a one hour focus group, you’ve got to pick your pony. Which one are you going to do? Are you going to practice? And are you going to really then focus in on the target issue or the big worry that you have? Maybe it’s liability, so it’s going to be an opening statement based on liability.

Maybe it’s damages. But you’re really still doing trial prep because you’re taking all the information in, you’re organizing it, and you’re going to put some advocacy in it. You’re going to put it in a sequence. You’re going to try to be persuasive with the information, just like you would in a mock jury, right?

So we’re not losing out on that trial prep aspect, just by having it being one or two hours and on virtual. And again, We’re going to do the same kind of moderating. We’re going to get that instant feedback, that simple feedback, that discussion to help you learn more about your opening statement, your concern areas.

And then you can easily repeat it, make those changes, come back, do a longer one. You’re going to get a comparison of data based on, you know, being able to run these virtuals more often than doing in person. And Again, because of the flexibility of these short focus groups, you can start doing them, right, much earlier than 30 days before trial.

And you would want to do that because then you’re going to get more information and be able to integrate things and be, be much more ready for trial if it does happen. If you start a little further out and that’s kind of where these.

And again, even the better part here is you can do these things on your own. I will put a link to the show notes for our focus group, DIY episodes. So that you can do these without needing a consultant, right? Sometimes they make our lives easier, but sometimes we can’t afford them. That’s totally fine.

Listen, I didn’t ever hire a consultant when I did my own focus groups. I took the CLEs or took the classes. I went to the seminars to learn how to do these things so that I could do them on my own and I know that you are the same way. I know that you are the same way. That’s why you’re here, right? You want to learn the skills and do it on your own and that’s totally respectable.

We all have businesses that we need to run. We got to be very cost conscious in what we’re doing for our clients. And again, if you’re a personal injury, you’ve got a big risk here and you want to make sure that. You’re taking the right risks and that’s where focus groups help you make those decisions.

So two main examples I want to talk about here before we conclude this episode. Number one is attorney Ryan Squires. He did an episode with me, 35. It’ll be linked in the show notes where he talked about. His big verdict that he got, but what he did to prepare at the time it was in 2021 and so we just, all we had were virtual focus groups at the time that the trial was also going to be virtual.

So they did three virtual focus groups and in every focus group, they did opening statements. That’s all they did. And they were months out from trial, but what he explains in my interview is he had so much confidence. and felt so prepared because that opening was steel tight. I mean, they had dialed in their visuals, their PowerPoint based on what people were saying and being able to convey that in such a clear, simple way.

And they had a complicated case. It was a 20 year history between family members with hundreds and hundreds of emails about moving money and fiduciaries and investing. And so it was easy to get complicated and bogged down and overwhelm the jury with too many facts. And I think that’s why they came and they said, we’ve done it.

This is all we want to do. We just want to do opening statements. We want to get this dialed in and surefire. It was very well dialed in, you know, other things happened at trial, but they ended up getting a 40 million verdict in that particular case. The other example that I have is a lawyer that I work with.

In California, his name is Peter Levine, and he likes to build the focus groups. And again, they’re always still for trial prep, though, you know, we’re not, you know, things aren’t going to get started churning doing focus groups very seriously until we’re, you know, four or five months out. And then he’s kind of building, doing these one hour, two hours, three hours, and building on the information as we get it and continuing to test everything until, you know, we’re Again, we’re coming down to the last two or three and doing opening statements to make sure.

Right? We’ve gathered the information. We’ve listened to what the focus groups have said before, but also right, giving it back to make sure and test everything and, you know, having good success doing that as well, that the couple of times that we have worked together the past five years, mostly we’re med mals, but also all kinds of other cases as well that basically really end up turning up where the, they settled in the middle of trial or set it right before trial, but giving them the confidence to know what jurors were thinking.

So they can make that decision about settlement. So here’s the bottom line. You are not stuck with mock juries. Okay. It is not the only way to do trial preparation. And again, that thought that, uh, mock jury. Okay. But it’s so expensive. Like that forces so many lawyers out of just not doing them all together.

Right. Oh, this case isn’t worth it. Right. Now that’s an easy way to say, like, I’m not doing any jury research. I’m just guessing. So. Again, let’s go back. We’ve got two alternatives here. We’ve got our short in person focus groups and we’ve got our virtual focus groups. Because here’s what you need. You’re coming down to the wire.

You’ve had this case, you know all the facts, and it’s coming to the time of trial. We’ve got to make a lot of hard decisions about evidence and order of proof and final settlement offers. And what you really need is digestible feedback in short bursts, efficient with your time and your money that’s effective on the issues that are keeping you up and worrying you the most.

And it’s repeatable. Right? You can go back and repeat it and test it to really gain confidence and assurance that your case, when you give it over to the jury, is going to be the winning case. And that’s what we need, right? We have to give it over. Jurors are the ones that make decisions. So don’t walk in blind, right?

You’re not left out in the cold here if you don’t have money for a mock jury or a large data survey or, you know, one of the other large jury research products that are running around there. So I hope that this episode was helpful. I hope that you, you know, look at some alternatives and again, cool thing about virtual and even in person, you can set those up as well on your own.

The shorter versions make it easier and digestible for you and your staff to be able to put them together. So. I hope that you enjoyed this episode. If you did, I’m going to ask you to join the trial lawyer prep newsletter using the website that is listed in the show notes, www. laricklawfirm. com slash connect.

I send out an email just once a month, trial tips, strategies, extra resources. It’s really more of an in depth place where I put my thoughts on the same topics that we discuss here in the podcast. Okay, until next time, thank you so much. Oops, I meant to mention before we close out this episode right now in this month, I am doing a special offer to my email list.

For the on demand DIY virtual focus groups for beginners. However, I’m only giving it to the email list. So be sure and go to that website to fill out the form and get yourself on the email list for the emails that are going out this month. And you’ll get the added bonus for being on the email list. www.larricklawfirm. com/connect.

The Easiest Place to Start if You are New to Virtual Jury Research [Ep 124]

In this podcast episode, host Elizabeth Larrick provides guidance for individuals new to virtual jury research, focusing on starting with opening statement focus groups. Drawing on her experience working with lawyers and conducting virtual focus groups, Elizabeth explains how running a 20-30 minute opening statement session can simplify trial preparation and produce valuable feedback. She highlights the benefits of using virtual focus groups to understand case themes, address specific legal challenges, and improve trial outcomes, citing a $44 million verdict and a $22 million verdict as examples. Elizabeth encourages listeners to join her email list to access an upcoming on-demand course for virtual focus groups.

00:00 Introduction to Virtual Jury Research

01:44 Defining Virtual Jury Research

03:03 Starting with the Opening Statement

04:36 Benefits of Using Opening Statements

06:40 Gathering Feedback and Adjusting

09:53 Real-World Success Stories

12:38 Conclusion and Next Steps

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Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Episode Transcript

Hello, and welcome back to the podcast. I’m your host, Elizabeth Larrick, and I’m glad you’re joining me today. This episode is going to be for folks who are new to doing virtual jury research, or maybe you’ve tried it out once or twice and you’re kind of unsure of what would be the next step in growing your virtual jury research knowledge.

And so today’s episode is about the easiest place to start if you’re new to virtual jury research. And I wanted to provide this episode because working with lawyers, running my own virtual jury research, I have found sometimes the biggest hurdle is knowing where I can start that’s easy and simple. And so in watching folks do focus groups and helping people run focus groups and mock juries, The easiest place we can start is a place that we know, which is the opening statement.

And I want to take just a quick moment here to clarify, what do I mean when I say virtual jury research? And There are so many options available now online and what I am talking about is when you put together a kind of small group of 8 to 10 to 12 individuals to come together on Zoom or whatever online platform you are using for a few hours.

Maybe it’s 1, 2, 3 hours, maybe it’s even 4 hours. And you’re going to moderate that group yourself, or maybe have somebody else moderate it in your office. And you’re going to really ask questions and get what I would consider qualitative, right? A lot more understanding what’s in their brains about their responses versus what could be compared to data surveys, where there’s going to be hundreds of folks who look at the evidence.

Maybe they listen to something and then they give feedback and you end up getting kind of a large data report. So this is the virtual jury research, which I normally talk about as focus groups, where again, we’re taking a smaller group of people and we’re really talking to them about their thoughts and kind of watching them discuss and deliberate in front of us with guidance through moderation.

And I believe that the solution to getting started if you’ve not done a virtual focus group is to run an opening statement. of 20 to 30 minutes. And again, let me just make sure that we’re coming in on the right and thing, which is most of the time when we come to a virtual focus group or coming to virtual jury research, we are stuck.

We’re having a problem in the case. Maybe we’ve got some challenging liability. We’ve got a, he said, she said, and The opposing counsel is being very obstinate about their point of view and their facts, right? So there’s kind of an impasse. Maybe there’s hard to value damages where it’s a unique set of damages, or maybe there’s some pre existing that makes it a little challenging for causation.

And of course, sometimes we have the other bucket that we hear sometimes about witness credibility and, you know, how is this. Person going to come off to a jury. And so why I believe that an opening statement helps you do this would be that you would create an opening statement that’s around this particular problem, right?

So it’s 20 to 30 minutes. We’re not going to run the whole enchilada here. We’re just going to do maybe the one taco plane. Okay. And that just means we’re going to tackle one issue. Maybe it’s just liability. And this is a very familiar. Virtual focus group that we run and I suggest to people who are new to coming to my focus groups and they’re going to do, you know, their own material.

And the number one reason why is we know how to do this, right? We’re lawyers. We’ve been talking about opening statements. Even if you’ve never done a trial, which is not unusual, by the way, you’re not alone in that camp. Like there’s a lot of talk. There are a lot of books. There’s a lot of guidance.

There’s a lot of examples that you can find. And so this is something that it’s not Something we have to go create that may be difficult for us. For example, when a lawyer tries to put together a neutral narrative, it can be challenging because we are invested. We feel very strongly about our side of the case, so being neutral and creating this neutral narrative can be difficult.

Also other things like cutting deposition clips and just creating a presentation that way, or even visuals, timelines, things that are not necessarily directly in our wheelhouse as lawyers, litigating lawyers. And so that’s why start where we know, which is writing an opening statement. And the other main reason why this is an easy place to start is because we have to do this really no matter what.

we are or where we are for trial preparation, we’re going to have to do an opening statement. And this step of sitting down and making yourself do a 20 to 30 minute opening statement on something very specific. Like I said, liability. Maybe it’s causation really makes you organize your thoughts, put it down, pen to paper.

We talk about that a lot, how important it is to, even at the first pass to write it out because it really gets things on the paper, out of your brain. And then you can really look at cutting things out. Remember 20, 30 minutes really makes us regulate how much information we can give, but also you’re going to put things in your case themes.

You’re going to organize that evidence in the way that you feel strongest about it, which is a great task to do. But also again, that then leads us to our third reason to do an opening statement as your place to start with a virtual focus group. Because it is so easy to understand the feedback, right?

You’re going to get uncomplicated, straightforward feedback about your case, your problem, and your award winning statement. Your case themes, like your evidence, if you think that’s the strongest, right? And so you’re really able to make this process easy on yourself by using the chat, right? So when we run an opening statement virtual focus group, the first 20 to 30 minutes of Is the opening statement and then the group answers very simple questions, like yes, no questions in the chat.

And then you begin the discussion where you just have a very open question. What do you think? And you get everybody’s feedback. And then of course the ponies are out of the gate at this point, right? And they’re all influencing self and it’s easy then to continue to ask questions though about what was confusing.

We heard a piece about how this person said it was a red light, but the other person said it was a green light. What do you all think? Or we heard that the main person who was injured was a passenger and they weren’t paying attention to what was right. Is that a problem? Okay, so there’s lots of easy ways to ask direct questions about your problems and get that feedback.

And of course, you know, the main question that we normally always have as lawyers is what am I missing? Where are the blind spots and what facts do you want to hear or know about that would help you make a decision? And so again, really simple set up one. We know, right? We write opening statements. We’re already organizing things in our brain about where we think the strongest themes are strongest claims and our evidence.

And then this just makes us put pen to paper and really organize it and again make the cut here. We’re going to have lots of information more than that fits in 30 minutes. Making you sit down and squeeze it into that 20 30 minutes really makes you analyze what is the best. and how to sequence it. And then of course, we want to start in a easy place that we can understand what feedback we’re getting.

It’s uncomplicated. Okay. And that’s why I love suggesting that lawyers who are new or lawyers who have maybe tried virtual focus groups and they want to take it to the next step, or they’re not really unsure what would be the next focus group to do an opening statement focus group, virtual focus group.

Um, is an excellent place to get started and feel successful. And that’s the thing too, is doing an opening statement leans into where we naturally are in a case. It leans into our advocacy. It’s okay to be an advocate in this situation. And of course, the flip on that is just make sure that a different person is asking questions, right?

Especially You know, it’s very hard to kind of flip faces in a focus group where you’re being a total advocate and then you flip to try to be neutral and ask questions. Just have somebody else come in and ask the questions. And again, you could write the questions out for your staff to basically just ask the questions and nothing else.

And still you’d be able to get that easy feedback. Understand, you know, did my theme hit or did not hit? Was this the best evidence or do they want to see something else? And, you know, the two main examples that I have are, you know, in the very beginning of the pandemic had a case here in Austin that was going to be one of the first virtual and so got together and really looked at, you know, How can we make this complicated case about a fiduciary duty simple?

And so they were very streamlined. The lawyers wanted to do just opening statements and we did three virtual focus groups just with opening statements. And by the time the case got to trial, they were actually able to do in person. However, they felt really strongly, very comfortable, very confident that their opening statement was basically going to nail the case down clearly.

Quickly and simply, and there’s no way that the defense would ever be able to come back. I think that’s absolutely true. They end up getting a 44 million dollar verdict in that case. And additionally, recently, and this will be upcoming on the podcast soon, my guest spot with Michelle Gessner talking about her case against Wells Fargo, where she again used virtual focus groups.

And using her opening statement, many, you know, over and over again, at least I think four or five times. Again, just tweaking it. And again, that’s another follow up with an easy, the next easiest one to do is to tweak that opening and come back, but her redoing her opening statement, uh, many times, and she talks about this in our episode together about how it really helped her one, understand her fame and her evidence, but allowed her to pivot.

Because she had done it so many times, she knew where the jury was, but she was able to pivot if she’d gotten objections, which of course she did in her opening statement. Uh, but that case turned out in a 22 million verdict. So, you know, the proof is in the pudding. This is the easiest one, but that doesn’t mean that you’re not going to get the best outcomes.

You are going to get simple, understandable feedback here. So, Here is the theme, which is it doesn’t have to be complicated. We tend to overcomplicate things as lawyers, but I really, you know, the strive in this focus group to make. I strive in this podcast to make it easy and simple to encourage you to start using virtual focus groups.

You think about this as jury research to help you make decisions in your case, get the feedback that’s clear and understandable to really help and ease your trial preparation burden earlier than that 30 day mark before and get some significant help so you can sleep better at night. Right. And that’s where this opening statement focus group comes in to really get your brain to organize everything, put it on paper, and then be able to feel confident in moving forward.

So I hope that this easy place to start our opening statement virtual focus groups will help you get started if you haven’t, or give you an idea for your next virtual focus group in a case that may be stumping you. All right. Thank you again so much for tuning in. I want to encourage everybody who is listening to join the email list.

The link will be in the show notes and specifically because right now I am going to be launching my on demand course for do it yourself virtual focus group, but I’m only launching it to my email list. And because I love my email list and my loyal I’m Folks over there, there’s going to be a bonus that is just going to be exclusive to the email list.

So check the show notes. It is www. larricklawfirm. com slash connect. If you are not able to check those show notes, get signed up and then you will learn very shortly about what is happening with that on demand course. All right. Thank you so much.

Forget Jury Instructions start HERE for Trial Preparation [Ep 122]

Think jury instructions are where to start with getting ready for your jury trial? Think again.

Join Elizabeth Larrick as she shares key strategies for achieving courtroom success. Learn why understanding a judge’s rules and procedures is as important as knowing your case facts. Elizabeth delves into the specifics of voir dire, discussing time allocation and format variations to connect with jurors.

Elizabeth offers strategies for adapting trial preparations to meet the demands of any courtroom environment. Learn to manage expert witness schedules and align your presentation to the judge’s persona to avoid unexpected setbacks. Through real-life examples, this episode highlights the importance of meticulous planning and understanding a judge’s expectations to ensure effective execution of every trial element.

In this episode, you will hear:

  • Maximizing trial success strategies
  • Navigating trial preparations and judge persona
  • Nuances of voir dire: time allocation and format variations
  • Strategies for connecting with jurors
  • Legal research and preparation for judge’s trial persona to avoid unexpected setbacks

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Supporting Resources:

Are you interested in booking a free consultation call about focus groups or trial strategy?

Use this link to find a convenient time for you to talk with Elizabeth.

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Episode Transcript

Hello, and welcome back to the podcast. I’m your host, Elizabeth Larrick, and I’m excited that you’re here today for this episode.

Before we dive in to our episode, I just want to recognize that today, the release date for this episode will be September 11th. And knowing what [00:01:00] a crucial date that was for our history, I just want to take a quick moment to pause for silence.

Alright, thank you so much. And if you’re listening to this later on, which can happen for folks in their download, that’s totally fine. Uh, I always want to recognize we have a major technical issue. Date that comes through if it’s on my release date. All right, so let’s jump right in This is an episode for anybody who is going to trial at any point in their career Okay, because we have been taught as lawyers that the place to start you get a case in Where do you go is to get those jury instructions and figure out what you need to prove And that puts us all on our legal track about all the facts we need to go find, the investigation that we need to do, and we’re fully engaged in our lawyer brain, right?

And that’s where law school tells us that. A lot of times our first jobs will tell you that. Okay, well what do you need to prove? Go [00:02:00] find those jury instructions. But a smarter place to start would be to go find the judge’s rules and procedures for trial because that will tell you a whole lot more about how you can try your case.

Because in trying cases, it is much more important about the how versus the what. Almost every case that I get involved with, cases I see and hear about, the lawyers have the what. They have the facts. They go investigate. They get the depositions. They talk to the witnesses. It’s the how that we are all striving to work on.

How do we talk to the jury? How do we present this the best way possible? The delivery of the information here is key, which is why we have so many trial consultants, focus groups, data surveys, jury consultants, right? Books upon books, CLEs upon CLEs [00:03:00] that try to tell us, help us understand how we can talk to juries and how we can communicate our cases.

So, The reason why I think we need to start with looking at our judge’s rules and procedures is because that will significantly craft how we will put on our trial. And the number one thing you want to find out about your judge in their courtroom is how they conduct voir dire. How much time do you get And what is the format?

Very significant. Some folks come in and you may, you may give you all day. Some may give you three hours, some 45 minutes, some 20 minutes, right? That is a huge difference. 20 minutes to a whole day, cover a whole lot more things in a full day. So you really want to be able to know how much time do I have?

Because then that will help me hone in on what are the key questions, [00:04:00] right? What are the key things that I need to talk Um, and then also allowing you to practice that because sometimes we’re used to having a significant amount of time and when we don’t, we have 20 minutes, we even have 45 minutes compared to normally having a day, we really have to work on making that succinct, but still being true to who we are and making connections with our jury.

The other part about this is the format or the style of what deer. Some folks, it’s. You turn around and you face the whole jury panel because they’re sitting where the public, in the gallery, where they would normally sit. And you get to see all faces and you talk to everyone all at once. Other folks, other judges like to put 12 in the box, 14 in the box, and that’s who you talk to.

Right. And then they just replace them as they go along. And that kind of makes it a little difficult for like, where are we putting our body and who we’re talking to and knowing that everyone is listening to us. [00:05:00] Right. Same thing, right? How are we navigating that and what kind of questions that we want, because Jury selection is this place that we actually can talk to jurors, where we build our credibility and this is our golden time to talk to them.

So we really want to use it wisely and have it designed the best way we can for our case. And best example I could give you is thinking about how Nick Rowley does jury selection. His key thing about jury selection is Eye contact, right? And being fully present with the folks that are talking to him and engaging with them on a real personal level, even though you’ve just met.

Um, and he does that a lot through eye contact, knowing what he’s going to say, but also again, being very present in that. And if we find out last minute, [00:06:00] we find out 30 days out. Oh, hey, by the way, this is going to be your jury selection. That doesn’t give us a lot of time because we’re putting all the other pieces of trial together.

We really want to make sure that we show up and we’re not surprised and we’re not hurrying, right? We’re being as present as we can with those folks because that’s that golden time, right? To be one on one with them and ask them questions, right? And be present in their answers. No other time do we get to do that in trial.

Uh, you may think, oh, well, we get to do closing arguments. Honey, if you, if you’re waiting to close an argument to bond, like connect, build credibility, you just missed the whole window, right? Missed the whole trial there. So number one, we want to find out from our judge, how are they doing jury selection?

Now, this also includes the ability to plan if you need to use a questionnaire. If 20 minutes, Then let’s do a questionnaire. And now you have the whole case to be thinking through what goes on this questionnaire. [00:07:00] What are the key things? key factors that we could ask on a questionnaire. That’ll get through, right?

Because we’re just gonna be thinking about what the other side’s gonna object to and what the judge will allow, right? Same thing. We want to be able to think that through and really practice that out and use our focus group information to plan out our questionnaire. And same thing if you may You’ll be able to file a motion to extend, you’ll know what your stats about how that’s going to work out for you or not, but just to be able to plan for that as well.

Again, there are lots of balls in the air when we think about getting in that 30 day mark before trial. Motions in limine. deposition diagnosis, then cutting those depots, you know, getting on the phone with counsel, getting all our witness lines lined up, talking to our experts. There’s a lot going on. And so that’s why we want to get this out early so that we can plan for it ahead of time.

The second key thing that we want to get and learn about our judge Transcribed by https: otter. ai Is there trial procedure, literally [00:08:00] how they like to have their evidence presented? Do they allow a PowerPoint, right? Do you have, are there special rules they want so that you can make sure the jury gets a copy of everything?

And then also their daily schedule. Judges have other stuff to do, right? And so some like to start late to allow business before the jury gets started. And some like to block off extra time at lunch. Some want to end early, some skip an entire day, some skip two days in a week to be able to handle this extra stuff.

And that is really crucial in planning your order of proof, planning out your witnesses, who is going to go and how are they going to end and what happens if you end on cross exam one day, like what kind of witness will that be? And that really becomes significant when you’re thinking about playing videos versus live witnesses.

And if you have some shortened days and you can predict around those now, that will significantly help you maybe be able to [00:09:00] avoid extra fees with our experts having to stay over because we know that our opposing counsel will be watching that clock and seizing that moment if they can. And that’s just kind of one of those things.

Can we plan around that a hundred percent? No, things come up that we can’t plan around. However, we can know at least several months out or even right when we start how this judge is going to run that daily schedule that will really help us be able to shape our evidence. And also to know, like, have a plan, a backup.

Maybe we have extra before and after witnesses to fill in gaps, right? Most of the time, this is kind of an afterthought. Like, oh, well, if we have them, great. If not, no big deal. However, think of it as, okay, we could have a whole different, we could have a whole group, a whole gang of folks that there always will be somebody ready every single day if we run out of things or if we need to have a gap filler, right?

Nothing wrong with that. Is there? Of course not. And again, that just shows the judge you’re ready and you’re [00:10:00] ready to go and try the case and you’ve got people waiting outside no matter what happens. And that is a significant thing. You want to make sure the judge knows that and the defense counsel does too.

All right, our last piece we want to dig into here with our judge’s procedures and rules is we want to do some legal research and find out what is the judge’s trial persona. How do they act in a trial? Some judges are the same, same emotion, same with trials. Some of them become this larger than life character.

Right? And we’re all just taking our place and they’re telling us what to do. And some really love trials. They love having trials, letting lawyers do their thing, watching it. They give lots of room here. Others do not. So they’re not, maybe they’re not going to pay attention at all. Maybe they’re going to be working on other things they have to do.

And that makes it difficult, right? If you’ve got a really contentious opposing counsel. to get things done because it’s [00:11:00] really going to slow things down if you’ve got a judge who’s just not into it and not paying attention. And so you want to go out and you want to ask other lawyers. What their experience has been, uh, and then you really just want to go watch, right?

Go see how they act and go see how they like to have things done. When there is a trial, there is a huge difference for most judges between how they are regularly in a motion docket and how they are in trial, right? Having that juror in the room significantly changes things. And again, you also think about, at least for us here in Texas, our judges are elected, right?

And so. That’s their, that’s their electorate right there picking them. So they, again, it really depends on, I’ve had judges who just, they love it. They ham it up. They tell jokes and that really, you know, not that it’s a problem, but it can kind of be a little bit of like, okay, let’s, you know, or they, Like to plant themselves in the trial, right?

They’re very active. Like they ask their [00:12:00] own questions or some don’t. And so you really want to know what is their persona so that you can be prepared for that. The last thing you want to do is be surprised by judge behavior because that can really throw you off. And you know, basically we’re in a fishbowl here and the jury is watching and I’ve definitely had stories where judges can break your trial.

Where they have made up their minds already that this is not going to be a place where there’s going to be a big verdict. This is not going to be a place where we’re going to use the reptile. And you just don’t want to catch them off guard either. And you want to be prepared for surprising them, right?

Because they’re, some of them will do their research of you too, and some of them won’t. You know, and that’s kind of the place where you really want to make sure if you need to adjust what you’re doing, meaning you need to file trial briefs months out, you need to have research on hand, branded out, ready to go, as soon as there’s an objection, [00:13:00] and be prepared to ask for that proffer in the face of defeat.

Right. And just knowing, okay, I’m not going to be caught off guard. I don’t want to caught, catch the judge off guard. So how do we do that? How do we, you know, graciously do that and play along their rules in their sandbox. So where does this episode come from? I’m working with a lawyer doing some virtual focus groups for several months now, getting up ready for a trial that’s coming up and They brought me the judge’s rules and procedure, and it was kind of a, you know, a big blow to the case because it was such a limitation, specifically, let’s talk about the schedule.

So, they have half days. And every other day, there’s no Friday. So when they were looking at, we’re looking at, okay, how do we create this, this order of proof when before the plan [00:14:00] was, let’s be fast. Let’s be efficient. Let’s, let’s get this done in two weeks. Now it’s looking like this is four or five. This could be a six week trial with very disjointed.

attention, right? If you were just doing half days and then coming back and maybe missing a Friday here and there. And so the other thing too is like, oh my gosh, the, the time expense of being out of the office, the extra expert fees, right? If they get caught on the stand and cross exam keeps going and they got to come back the next day and then the next day.

You know, it can really significantly add up with that time expense. The other limitations were on jury selection and trial briefing. And there was a little bit of sliver lining with it with the questionnaire, but it really kind of was a blow for how they had been thinking about and planning already, right?

We’d been doing focus groups, how they’re planning to do this, and then [00:15:00] looking at how do we adjust. What, how do we adjust and work with this particular rules, procedures, and then also the persona. Because the persona was, this is one of the toughest, right, folks, cause they just don’t really like trying cases.

So they make it very, very difficult. That’s why a lot of these rules are here. They don’t, they want to rule the roost. And so how do you do that and prepare yourself, but also prepare them so they don’t feel like, Oh. You’re just like everybody else, right? Not gonna follow the rules. And that was one of the things that is that right at the top of the judge’s rules, know the rules.

And so, okay, you know, how do we learn more about this? But really, you know, you just don’t want to be in that place where you’ve been working really hard, pairing your case, you’re taking all these depositions, and then you just get a, like, just a gut punch with the procedures and just, oh my gosh, like, how are we going to do this?

In an efficient way and keep attention [00:16:00] and memory right thinking through how do we make this memorable for the jurors who may be here for six weeks, but they’re only getting a half day of information, you know, just really. Okay. How do we do that? And how do we design direct? You know, how do we kind of plan for cross?

Like, how do we make our depo videos? Like, how do we plan for jury selection, voir dire? So, you know, we always want to be thinking about these things. But the simple truth is, if you don’t start your trial preparation, when you file, with the judge’s rules and procedures, you can be left creating a case that you never get to put on.

And that’s not what you want to do, right? We want to make sure we want to be time efficient. with ourselves and budget efficient with our cases. And so, you know, number one, we need to learn our jury selection, how our judges like to run voir dire. We need to learn about what is their daily schedule? What is their procedure for admitting evidence?

What do they want to see and [00:17:00] hear? Right? It’s a print and paper kind of person. And what is the judge’s trial persona? Do they let you do visual aids? Do they not? You know, are they, uh, love trials or do they not? How is it going to be in that room? Everyone in there and how that judge is going to perceive the things that are going on.

And as trial lawyers, we must always, we must be thinking about how we will try our cases. How will we talk to the jurors? How will we deliver the case? The evidence? So, we need to know the rules of the playground. We need to know those early. We avoid extra expenses. Build our case, our evidence, the way that fits in with the rules of the playground, the ability.

To practice all those things and design your jury selection and really feel confident and not surprised by your judge and their persona that you may encounter. All right. I [00:18:00] hope that this episode was helpful. If you are curious about doing focus groups with me or even a trial strategy call, you can book a free consultation with the link in the show notes.

And until next time, thank you so much.

Client Deposition Preparation: A Quick but Crucial Tip [Ep 121]

Client depositions in 2024 are still virtual, but how are you preparing your client? Virtual? In person? Equip yourself with strategies that ensure your client is not just ready but confident and composed. Join me as I dive into the essential practice of virtual deposition preparation. You’ll learn why it’s crucial to simulate the actual virtual environment during practice, helping clients handle technical hiccups and communicate effectively when things go awry.

In this episode, I share actionable tips drawn from real-life experiences. From practicing with Zoom to managing on-screen documents, discover how segmenting preparation sessions can vastly improve client performance. Tune in to understand why treating these practice sessions with the utmost seriousness can set your clients up for success, making those virtual depositions less daunting and more manageable.

In this episode, you will hear:

  • Importance of simulating the virtual environment during practice
  • Handling technical issues and communicating effectively online
  • Benefits of segmenting preparation sessions for better client retention

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We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Transcript

Hello, and welcome back to the podcast. I’m your host, Elizabeth Larrick, and I’m really glad that you’re here today.

This is going to be a short episode, but very vital to what you do every day because we are talking about client deposition preparation, nearly any litigation case. your client is going to have to be deposed. It’s just part of the process. It’s how the other side does their calculations. And mostly like we’ve talked about before in other episodes, your client has got a really big target on their back.

So they want to get their bite at your client in a deposition. However, here we sit and it’s 2024 and a majority of client depositions are still being taken virtual. In my experience, what I have been seeing it in helping lawyers with deposition prep. A good chunk is still being taken virtually. And so I wanted to put this episode out to kind of a little bit of refresh, but also tell you what the experience has been that I have seen that really helps specifically with preparation.

And it comes out of a conversation that I had with a lawyer recently who asked me what my opinion was about preparing clients in person or virtually. And what I told him was, Hey, listen, here’s how I think of it, which is practice. Like you play, if your deposition is going to be taken virtually, you need to be doing the preparation, all of it, or a good chunk of it.

Most of it needs to be done virtually with your client because we want to give them the best preparation possible. So even if. You are going to just spend maybe an hour on one day and an hour on another day with your client. Again, we’ve talked about the extreme benefits of separating your prep file on two different days.

That little trick alone will significantly increase client success of retention of the information you’re giving them. But Again, going back to different days when we’re just going to have two hours, one hour on each day, having that preparation virtually, even if you have access to your client, you live in the same town, they want to drive down.

Like you still want to put them in a different room, put them in front of a computer and practice being on front of the zoom, because there are so many frustrations that to us now, we’re four years in. Okay. To doing a lot of things virtually. We, it’s now normal to us, but most of our clients have gone back to doing most of their things and their jobs back in person.

So they have forgotten about the frustration that can come when you can’t hear or the vigilance you have to have, that if that last part of that sentence cuts out or that question, you have to stop and say, can you start over? I didn’t hear that. And that can cause a lot of frustration. For the client in the deposition in the virtual depositions.

And so you just, you really want to give them a good head start with practicing in preparation on zoom. The other thing I find really helpful is that when you practice looking at documents. Because again, there is a lot of extra burden on the person being deposed to say, I can’t see that. Can you make it bigger?

Or I can’t hear you. Or I need you to repeat that, which wouldn’t happen if you were in person. So if you’re practicing, you’re preparing your client in person for virtual, They’re going to miss out on that whole practice they would have with the virtual. So again, this is a short but crucial tip in preparing clients for depositions when it’s going to be virtual and practice like you play.

I used to play a lot of team sports, soccer, basketball. And if we’re out there lollygagging or doing whatever our coach would be like, if you, this is how you practice, then this is how you’re going to play a game time. So we have to practice hard. Like it is a game time. And that’s exactly what I always say here.

People ask me like, well, what’s your preference? And I always say, well, we have a moment in time to prepare people to do their best In the step position where they may only have one, two, three hours to give everything they’ve got to this other side for evaluation for, you know, all these things, how they are perceived, what they say, how they say it.

And so we have so much to pack in, in the form of information, in the form of. Here’s how things are going to happen. And so doing this simple step of doing it on virtual, really, we’re covering that step. Instead of me explaining to somebody in person, Oh, you’re going to have to do this. They have the actual practice of Oh, I can’t hear you.

Oh, say that again. Oh, I can’t see that document. Or, you know, can you highlight that for me? Like being very proactive in being able to hear and see what’s going on. And again, just working through some of that frustration, not to mention the small things that we talked about originally when virtual came out.

Depositions came about, which is, do they have the right setup? Meaning do we need to get them somewhere where they can have good internet and good lighting? Do we need to change their background or teach them how to put the blurry background on so that that’s not even a problem with the deposition. You know, that way, again, we’re starting out on the best foot possible and giving the best practice.

Now, if our deposition is in person, then yes, all or most of your preparation should be in person. Again, for that same reason, being face to face. having that different emotional connection that you, that somebody may have or that pressure, right. Of being, you know, deposed with a bunch of strangers in a room.

Again, this is always why when we are preparing for deposition in person, we don’t prepare somebody at their home at a place where they are very comfortable. Like we prepare in a stale conference room, because that is how that deposition will be a stale. emotionless room versus being at home, right?

There’s a lot of comfort. And that’s the same thing with virtual, right? That is a huge benefit of being in a comfortable place, being at home versus, being in this, you know, stale environment where, you know, any emotions being sucked out of the room by the opposing counsel. And you want to be able to, again, practice that with folks they’re getting ready for deposition.

So this is a short episode of, I felt it was really important because in my conversation with this lawyer, where we talked about that, like, do we do it virtual or do we do it in person? And Oh, this is how I’ve always done it is go in person. And then it was like, he said, wow, I never thought of it that way.

And you should be telling people this because they’re probably thinking the same way I am, which is, Oh, it’s a deposition. I’m going to go in person and prepare this person and, you know, have a better connection and, uh, you know. Well, sure, but we’re missing out on that practice. So this is me telling all of y’all, uh, one of the easiest, smallest things to do is switch that preparation from in person to Zoom when you have that virtual deposition notice.

Okay. And also think of this too, when it comes to experts, which I think we are already doing this. Um, yeah. But if you’re not, same rule applies for our experts, right? Give them that practice. If they’re not used to it, give, especially with the documents. And that’s a whole different ballgame. Most of our clients don’t have to tackle a ton of documents, right?

We may have medical records, maybe some emails, text messages, uh, maybe some contracts, things we have to look at not nearly as much as our experts may. So remember practice like you play. Right. And this applies, you know, when I talk about this too, when we talk about focus groups, right? Practice like you play because you want it to feel as realistic as game time as possible.

Right. So that’s what we’re doing here today. Okay. I hope that this episode was helpful. If it was, please pass it on to somebody else. Click that little share button, text it to somebody, send an email to somebody who you know is possibly needs to hear That they could lift a burden off themselves, but also do this virtual preparation before depositions with clients to give them that added bonus, that added benefit of practicing with that platform before they get there.

Okay. Thank you so much for listening. I hope that you enjoyed it. If you would please leave a review. I got to tell you, it’s been a little while, almost a year. So somebody just reach down there, pick those five, hit the rating, but also leave a little review and it helps other people find this podcast. All right.

Until next time. Thank you so much.

Trial Lawyers Stop This Habit if You Want Reliable Case Feedback

Trial lawyers: Did you know that seeking feedback from friends and family might be sabotaging your trial preparation? Join me as I break down why this common practice can be a trap rather than a helpful shortcut. In this episode of Trial Lawyer Prep, you’ll uncover three fundamental reasons why feedback from close individuals is inherently unreliable. From the biased nature of their opinions to the undue credibility they grant you, and how these skewed perspectives can infiltrate your subconscious decision-making—understand why these pitfalls can negatively impact your case.

I’ll also shed light on the significance of impartial jury research, and how recruiting unbiased participants can make all the difference. Discover why feedback from neutral strangers offers a more accurate simulation of a real jury’s perspective and why cutting corners due to time, money, or fear of negative feedback could jeopardize your case’s success. Don’t miss this vital discussion on enhancing your trial strategies with reliable, unbiased feedback!

In this episode, you will hear:

  • The dangers of relying on feedback from friends and family for trial preparation.
  • Three main reasons why friendly feedback is unreliable: inherent bias, undue credibility, and non-representative sample.
  • The subconscious influence of biased feedback on decision-making in trials.
  • Importance of impartial jury research and recruiting unbiased participants for focus groups.

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Beyond the Obvious: Using Focus Groups to Expose Hidden Dimensions of Liability

Ever wondered how focus groups could be the game-changer for navigating complex liability issues in civil litigation? Imagine unlocking jurors’ hidden perspectives and using these insights to your strategic advantage. This episode takes you through real-world applications, like contributory negligence in construction injuries or multiple defendants in medical malpractice cases. We dive into the nuances of a recent car crash case involving seatbelt usage to show you how a layered presentation strategy can yield invaluable insights.

We also discuss the crucial practice of conducting and recording debrief sessions right after focus groups. Learn why transcribing and creating memo reports can elevate your mediation preparation and case strategy. From clarifying responsibility to uncovering critical facts, we lay out how focus groups can help frame information for the best outcomes. Plus, we offer practical resources and invite you to join our email list for upcoming courses on running your own focus groups. Don’t miss out on these essential techniques that could transform your approach to complex liability cases.

In this episode, you will hear:

  • Navigating a common challenge in civil litigation: problematic liability
  • The value of a layered presentation strategy 
  • The role of focus groups to uncover hidden factors in complex liability cases
  • The importance of conducting and recording debrief sessions immediately

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Supporting Resources:

In the episode, I mentioned Episode 112 where we look at a specific case example for flipping contested liability and expanded blog.

Are you interested in taking my online course: Virtual Focus Group Foundations Workshop?

Please register for my email list and you will receive the announcement when the course is offered again.

Register here: https://larricklawfirm.com/connect/

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Trial Lawyer John Prudhomme Analyzes How His Virtual Focus Group Compared to the Real Jury Trial

Join us as we speak with John Prudhomme from CPM Injury Lawyers about a gripping case involving a fuel tanker rear-ending a dump truck on I-35. Despite undeniable footage and an outright admission from the tanker driver, the defense stood firm with no settlement offers. Find out how a virtual focus group became a game-changer in predicting jury perceptions and why the trial venue added layers of complexity to an already dramatic case.

John also shares insights from a case involving a veteran client whose trial took an unexpected turn. We discuss how the jury’s interest veered from medical details to family dynamics, revealing the nuanced way personal stories can sway verdicts. With veterans on the jury panel and collateral source issues lurking in the background, emphasizing the family impact became crucial. Tune in to hear how highway speed regulations and surveillance footage reshaped the narrative and influenced the jury’s decisions.

We also get into the nitty-gritty of trial strategies and financial considerations. From life care plans to the client’s lifestyle choices, find out how these elements played a crucial role in the jury’s perception. John emphasizes the unpredictable nature of trials, the importance of expert testimonies, and the critical role of pre-trial preparations. This episode is a goldmine of insights for any trial lawyer seeking to refine their skills and connect more effectively with juries

In this episode, you will hear:

  • Case study: fuel tanker rear-ending a dump truck on I-35.
  • Utilizing virtual focus groups to understand jury perceptions and defense strategies
  • Adjusting trial tactics based on real-time feedback
  • Challenges of dealing with surveillance evidence and unexpected jury reactions
  • The critical role of life care plans and financial implications in influencing jury decisions
  • Importance of pre-trial preparations and adapting to unpredictable trial elements

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Supporting Resources:

Would you like to talk to John Prudhomme about his experience? Questions about his trial?

You can reach out to John by email: jprudhomme@caglefirm.com 

Learn more about John’s practice here: https://www.caglefirm.com/ 

If you are interested in working with me on a focus group, please book a free call using this link: www.calendly.com/elizabethlarrick

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Montana Plaintiff Lawyer Keif Storrar Explains His Firms Approach to DIY Focus Groups

What if rethinking your approach to trial preparation could transform your outcomes in court? Join us as we uncover the journey of Keif Storrar, a partner at Doubek, Pyfer & Storrar, who revolutionized his firm’s use of focus groups after attending Don Keenan’s Edge Colleges in 2018. Keif walks us through the shift from using focus groups sporadically for catastrophic injury cases to a more systematic and frequent application. Learn how his firm navigated the transition to virtual formats during the pandemic, the logistics of consistent implementation, and the intriguing possibility of creating a dedicated business entity for managing focus groups. 

Keif also shares invaluable strategies on leveraging focus groups for witness credibility, case development, and testing deposition clips. This episode dives into the evolving landscape of online survey focus groups, offering a wider audience perspective on damages, and the critical importance of honing case themes early. We tackle the nuts and bolts of running virtual focus groups, emphasizing effective recruitment and fraud prevention. If you’re looking to refine your approach or start fresh with focus groups, we provide practical tips and strategies to streamline the implementation process. 

In this episode, you will hear:

  • The logistics and benefits of implementing focus groups regularly
  • Evaluating witness credibility and shaping case development
  • The advantages of using focus groups to test deposition clips
  • Virtual focus group recruitment strategies
  • The differences between virtual and in-person recruitment

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Supporting Resources:

Would you like to talk to Keif about his focus group experience? Have a case in Montana?

You can contact Keif by email: keif@lawyerinmontana.com 

Website: https://lawyerinmontana.com/keif-storrar/ 

Are you interested in taking my online course: Virtual Focus Group Foundations Workshop?

Please register for my email list and you will receive the announcement when the course is offered again.

Register here: https://larricklawfirm.com/connect/

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Personal Injury Lawyers: Watch out for THIS Harmful Assumption You May be Making In Your Cases

Can you really trust your instincts when it comes to trial preparation? In this episode, we uncover the hidden pitfalls of overestimating evidence clarity and the transformative power of focus groups. Drawing from extensive experience with over a thousand focus groups, we reveal why lawyer assumptions often miss the mark and how understanding the jury’s perspective can be a game-changer in the courtroom.

Learn practical examples of cases where the evidence seemed crystal clear but proved to be surprisingly ambiguous. We’ll also discuss the importance of not relying solely on recent jury verdicts or seasoned instincts and explore how focus groups can offer invaluable insights into how jurors interpret evidence. Don’t miss this essential guide for trial lawyers aiming to refine their courtroom strategy and build stronger connections with juries.

In this episode, you will hear:

  • Why you shouldn’t base your assumptions solely on experience or recent jury verdicts
  • Video evidence revealing driver’s responsibility
  • Challenges with video evidence in court
  • Avoiding communication mistakes in legal strategy

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple ‘+’ in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Supporting Resources:

Want to learn more inside tips and tricks for jury research and focus groups?

Sign up for Elizabeth’s monthly email list by visiting: www.larricklawfirm.com/connect

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.