Client Testimony that Touches Your Heart: An Interview with Jim Lyons

In this episode, I’m sharing an interview with my good friend Jim Lyons in which we talk about his recent post-COVID trial and the things that he did to connect his client to the jury. We talked about several different ways to do that.

For the past 20 years, Jim’s practice has been in the litigation arena, concentrating on personal injury cases. He also does business litigation and just about any other type of litigation of significant size. 

As lawyers, one of the biggest things we forget is that, while our clients hire us, we really should be thanking them for opening up. Therefore, it’s essential to gain their trust so they also gain confidence in us. 

 

When people hire a lawyer, they’re most likely going through a life-changing event, especially in a significant injury or death case. These types of events are extremely tough on them. You have to trust them to be able to tell their stories and tell them well. 

 

Jim highlights the importance of understanding how people express love in a relationship, especially in wrongful death cases where we’re talking to juries. You have to trust that your clients are going to get there and be themselves. Even if the way they get to be themselves isn’t perfect, as long as people are being authentic, jurors will respect them. 

 

In this episode, you will hear:

  • An overview of Jim’s case
  • How to facilitate a relationship with your clients
  • Changes and challenges in the courtroom after the pandemic
  • How Jim prepared his client (a deceased husband’s wife) for trial
  • How to do witness prep
  • What Jim brought out of his client’s testimony and used for his closing
  • The results of the case and what Jim could have done differently

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Supporting Resources:

Larrick Law Firm

 

Episode Credits:

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Episode Transcript:

Hello, my fellow podcast listeners. I’m excited to share this interview with my very good friend, Jim Lyons, where we talk about his recent trial post COVID and the things that he did to connect his client to the jury. We talk about several different ways to do that. So let’s jump right in.

All right. Well, I am very excited to introduce everyone to my dear friend and fabulous attorney, Mr. Jim Lyons. Jim practices up in Arkansas and it’s been doing that for a little while. I’d say I made a little bit 40 years or more. So Jim, if you wouldn’t mind, just tell us a little bit about yourself and what you practice.

Sure. I practice primarily in the litigation arena, concentrating on personal injury cases, but I also do business litigation, just about any type of [00:01:00] litigation of significant size I do. I have been doing that primarily for the past 15, 20 years. I used to do more transactional work in business, but I’ve gotten away from that.

I’ve got a partner that handles most of that now. Primarily personal injury, but I still do a good bit of business litigation because we handle a lot of business litigation So awesome, and you know you and I met probably Been about five or six years ago through doing some continuing legal education classes together with At the time it was called the reptile now.

It’s the keen and edge I think did we was it a I want to say it was a seminar maybe we met at for the first time. I think that that’s correct, but I wouldn’t swear to that. Might have been, might have been a course, but I think it was probably a seminar. Sure. A lot of things we’ve done together along the road, so I’m really excited to have you join us here today because you have.

Absolutely. You have gotten [00:02:00] to actually go back into the courtroom after COVID. And I know a lot of us are super curious about your experience and you know, maybe things that you did a little differently or maybe the courtroom was positioned differently. So I’d like to us to talk a little about that, but I also want us to know, get everybody, you know, what we’re going to talk about also today is really the.

direct exam that you did of your client and the things that you used to have her and her story connect with the jury. But before we jump into that, let’s talk a little bit about, give us a quick synopsis of the case that went to jury so we can follow along with the story. Okay. Well, I’ve had two cases, but the PI case that I had, it was a case involving a trucking company where a trucking company ran Through a railroad crossing.

And it was in a railroad yard, [00:03:00] so they were shoving cars backwards. And my client was riding on the back of the train, and caused, the truck caused the car to derail, and it fell on top of him. And literally landed on his head. Alright, and you have, I mean, this is a case, I remember when we kind of talked about it before, you’ve had this case for a while.

Yeah. Yeah, yeah. We started, it occurred in 2017. We started the litigation late 17, early 18. Uh, got postponed for over a year because of COVID. And just recently in Arkansas, they’ve started jury trials. My first one was in May, and then this one was in October. Okay. And, uh, you know, as far as, kind of, You know, introducing who your client was, tell us a little bit about who your client was in this particular case.

My client was a [00:04:00] personal representative of the estate. Her name is Marla Melton. She and her husband had been married for over 40 years and, uh, salt of the earth people. Just a wonderful, wonderful family. And that made the case that much more enjoyable. Awesome. And I know, uh, along the way you guys became fairly, uh, uh, tight knit, good relationship.

What are some of the things that you did to help facilitate that relationship with your client? Well, the main thing that you have to do in order to do that is do two things. One, you have to spend a lot of time with your client and I don’t mean like a few hours. I mean, hours and hours and hours, and you have to spend it on their turf, not coming into your office and just sitting.

I’ve been to their home, I’ve been to their kids home, I’ve [00:05:00] met them at places to go out to eat. They’re from near Little Rock, and I’m in Jonesboro, which is about an hour and a half away. And so, there’s no telling how many times I drove down there and met with them. But a lot of times, and spend a lot of time with them.

And that’s essential to gaining their trust and them gaining confidence in you. And that’s what you gotta have, to try a case and try it well. Gotcha. And when this case came in the door, did you kind of already know when you’re meeting with them, when you’re learning about this, this is going to be a case that’s, that’s going to trial?

Or did you think that there was a possibility of settlement? No, I really thought that there was a possibility of settlement. But they did have a decent defense to the case because my client was partially at fault. And so that’s what they were banking on. They thought they could prove that he was equally or [00:06:00] more at fault.

And therefore, it was a case that Originally, I didn’t think was going to trial, but the more I learned about their defense, the more I understood why that they thought it should go to trial and why we had to go to trial. So there was, uh, no offer case until just a week or two before trial. And then during trial, trial did not go as well for them as they wanted.

And so they made one significant move, but it wasn’t nearly enough. And so my clients, main point was to prove that he was not the one who was primarily at fault. And so that’s what we accomplished. Gotcha. Okay. And just to kind of unravel the story just a little bit so that our fellow podcasters listening understand you had in this case, the, the truck driver, the truck driver company, and also the employer, the railroad [00:07:00] company of the deceased husband, right?

Right. They were all defendants. There were actually two trucking companies involved. Then the Little Rock Port Authority and the driver were the four defendants in the case. Okay. So you’re juggling kind of a lot of preparation on top of kind of weaving the story and liability all at the same time. Yes.

Yes. And the Little Rock Port Authority was not a primary defendant because that’s a FILA claim for those of you who are familiar with that and your damages are severely limited in under FILA and so from the outset we knew that and our intent was to put as much fault as possible on the trucking company and the driver as possible and to minimize the fault of the uh, Little Rock Port Authority.

Okay. And at the same time, you said the [00:08:00] defendants had a really good kind of hold on liability or kind of a defense, which would be blaming the deceased husband, right? Yes. My client was riding on the back of the train, which he, where he was supposed to be riding, but he also, he was the foreman of the railroad crew.

And under the Federal Railroad Administration rules and regulations, as well as under the rules of the Little Rock Port Authority, the crossing was supposed to be covered, as they call it. And there was no traffic for a while, and so the crossing was not covered, because they didn’t see any traffic until the last few seconds, but there’s no excuse for that under the Federal Railroad Administration regulations.

Okay, so you got four defendants in the case. They’re all blaming your deceased husband and you got your, your client is the, the widow. [00:09:00] Let’s talk a little bit about before we jump into kind of her and, and helping her get ready and what actually happened at trial. Tell me a little bit about, you know, going into this courtroom, like you said, it’s your second trial after the pandemic, you know, Were there any modifications to the courtroom, to, you know, masks, and I know a lot of people are super curious about your experience in going back in the courtroom after the pandemic.

Can you talk a little about that? Sure. In both of the cases that I’ve tried, it was done fairly similarly. In the first one I tried, we actually chose, uh, voir dire in a gymnasium. And so that was an experience. That was the first time I’d done that. And then, in this case, we, they didn’t have a place nearby.

And so we had to do them in groups. And we did groups of 18 in the courtroom. Everybody had to be masked. But, when you were speaking, [00:10:00] You did not have to be masked. And so we would have jurors stand up, take off their masks, and then answer questions. And same thing for me. When I was questioning, I could take off my mask.

When defense attorneys were questioning, they could take off their masks. And so the witnesses on the stand also, if they’re on the stand and answering questions, they could take them out. Okay. After Gwadir, when we got into the trial, the witnesses were allowed to take off their masks. And that was true in both of the cases that I’ve tried.

Did you have any kind of concerns about You know, missing any body language from the jurors after they were seated in the box? Oh, absolutely. Because all you can see is essentially from here up, because they were required to wear their masks throughout the trial. And so it’s much tougher to read them when you can’t see their entire face.

So that was one of the things that’s a challenge. in Arkansas right [00:11:00] now in regard to COVID. So, it’s something that, that you have to work at. Uh, but it’s hard, it’s something that becomes much harder because I’m used to been trying cases for 40 plus years and have read body language for a long time, have studied it, feel like I’m decent at it, I’m not great by any means, but it makes it much tougher to do that when you can’t see the person’s entire face.

And were they spread out six feet or were they still sitting in the box together? No, they were spread out. They actually had them, and we had, in this case, we had half of the jurors directly in front of you were, as, The podium was already set up and it was not one that you could move because it was a good size.

And but then I had half of the jurors sitting to my right and so I would have to turn to them [00:12:00] to talk to them for a while. Then I would have to turn back to the jurors who are in the box. And then we also had alternates who were sitting to My left and what would be the right side of the box if you’re sitting in the box.

So we had jurors on both sides of the box and you had to try and be sure you were addressing everybody. And so that’s a challenge. It’s fairly easy to make eye contact with people if they’re all right in front of you. It’s hard to do that when you’ve got to turn this way. And then you’ve got to turn this way and then you’ve got to turn this way.

So did you practice that at all? As far as knowing where they were going to be seated, did you, you know, if you’re practicing opening or questioning, did you kind of do that body movement to get used to it? No, because unfortunately, uh, we did not know we were going to trial in this case until the Friday before.

The judge was not as good as he should have been in my estimation [00:13:00] in regard to telling us whether we were going or not. And uh, We could not even get into the courtroom to know what the setup was going to be. And we didn’t know literally until we walked down that morning to see what the setup was in my other case, everybody was seated in front of me.

They just added a row in front of the box. And so I. I could face everybody straight on, which was much more normal. I was just farther away. But in this case, we had them spread essentially on three areas of the courtroom. And so it was tough for, in this case, to do it and to communicate with them and much tougher to talk to people over here and here and here, as opposed to just those in front of you.

Absolutely. And, you know, we talked about finding out late at, you know, it’s really kind of a common problem that we have with most people that are, [00:14:00] you know, judges aren’t letting people know until, you know, two or three days ahead. But I know from having talked to you about this case before you guys had done a lot of preparation, you know, as far as focus groups and having, you know, the pieces opening those kinds of things done in leading up to October.

So you guys had actually really tried to be prepared In the event of trial, right? Yeah, and unfortunately another thing that this judge did was to postpone the pretrial hearings until the very end. And so we were focus grouping it one way, and then we found out the judge was going to keep out.

Significant amount of evidence because he would not let us pursue a direct negligence claim against the trucking companies and we had 45 minutes of video clips and of those 45 minutes of video clips from one of the owners of one of the [00:15:00] trucking companies, I was only able to use 20 minutes and 22 seconds because he Prevented me from using the rest of that, which that, that was the thing that substantially reduced the value in the case because the personal responsibility of my client.

Became a non factor when you got in all the evidence against the trucking company because the trucking company was so bad but when you kept out the trucking company information trucking company evidence and trucking company admissions from the One of the owners of the trucking company then it became a much much closer case Because now you’re just comparing the driver To the guy who’s on the back of the train, and they both essentially had close to equal duties, although trains do have the right of way.

So that substantially changed the case, how we had to try [00:16:00] it, and the value of the case. Gotcha. Yeah, and I remember we, uh, when we did that focus group together, we definitely had in mind that those things would be able to come into the jury, and that made quite a bit of difference in our, in our adversarial focus group.

Right. Right. Gotcha. Gotcha. And that’s actually one of the things, you know, as far as in Texas, that’s one of the newest things that we have going for us as there’s a big change in the law, you know, no, we can’t have direct actions against a trucking company. So, you know, that’s something that we’re going to be facing here, you know, in the next few months, how to pursue those and waiting for one of those to go to trial, uh, to see what happens.

So, well, let’s talk a little bit about your client, Marla. Let’s talk a little bit about getting her ready, but really I’m curious about what were things that you saw in her story that connected her to, to jurors? Well, she, I mean, the people who are old enough to remember Ozzie and Harriet. [00:17:00] If you don’t, it was a story of raising kids, but it was a perfect marriage.

And You know, even though my parents were very much like that, I was very lucky. There’s wasn’t perfect, but it was near perfect. But I mean, this, if there was ever a perfect marriage, perfect marriage between Marla and Donald Melt, they’d been married, they were high school sweethearts, got married when she was 17 and he was 18, married for 40 plus years.

He’d worked two jobs in his entire life. He worked at, uh, General Electric until that plant closed and then worked, uh, went to work for the Little Rock Port Authority and worked for them for the rest of his life until he was killed. And so what were some things you wanted to bring out on direct exam for her to talk about?

Well, we brought out the [00:18:00] length of their marriage. They did literally everything together as a family, including their two adult children, uh, and grandkids. Donald was a huge hunter. Uh, his son went, grandkids went, The whole family went plus friends. That was something that was the highlight of his life separate from Marla.

That was really about the only thing that he ever did separate from her besides go to work. Uh, so, and the rest of the time they spent. everything together. Growing up in the Bible Belt, they were religious, and so they did everything at the church, essentially, that you could possibly do. And so, as a result of that, they literally I mean, she was absolutely, positively one of the best clients I’ve ever had as far as the [00:19:00] defense not being able to even touch her.

In fact, they did not even cross examine her at trial. They didn’t even cross examine any of the kids at trial. Because There was absolutely nothing that could be said about Marla Melton that was bad. Nothing that could be said about either of the children that were bad. So, that part made it extremely easy for me.

Okay, and that was actually one of my questions. Were you ever worried about cross exam questions when it came to Marla? I was never worried about that. Uh, we’d spend a good deal of time with him. Uh, knew she was fully prepared. I also knew the defense attorney for the Leroy Port Authority. And I were more or less on the same side, even though technically we weren’t, because I had told him from the very beginning, I’m not after your client, because Anything I get from y’all is going to be so substantially reduced [00:20:00] that I don’t want any fault on you And he saw enough that he believed me and he knew that I was going to be truthful about that and I wasn’t pulling the wool over his eyes and so He said after we met with them.

He said he and the other defense attorney talked and they were like, oh We can’t Touch these people and we’re not going to touch these people. So I knew that the likelihood of anything, unless there was some surprise at trial, uh, that they weren’t going to be able to do anything with them. So it made, it made it easy.

Usually you don’t have it that easy with, uh, Sure. Sure. What were some of the things I know, you know, wrongful death cases can present unique challenges when it comes to damages and having people talk about the damages because you’re kind of riding that line between, you know, sympathy and empathy. What were some of the things that you [00:21:00] had her either talk about or give examples or stories about when it came to, you know, the grief she experienced in the loss.

Yeah, the main thing we did to her so she didn’t come across as boo hoo, woe is me, because that generally doesn’t sit too well with jurors, uh, was to simply tell her, Story and their, I had them tell their story through a lot of pictures, and they took pictures at everything Donald attended every birth of every child and every grandchild and their family, and so it was very easy to do that.

Because they had taken pictures for years and years and years. I mean, back when all you had was a Polaroid camera. Uh, and so that made it very easy for us to tell their story. And [00:22:00] then we were able to tell his story through his work records, his commendations at work. He had joined the military just because he felt like he needed to.

And he joined when he was 34, and which was light. He was in the National Guard. He was not actually in active duty, although he was selected to be in active duty and was actually getting ready to go, uh, overseas to the Middle East. And a day or two before that happened, he ended up, they ended up canceling those orders and stuff.

But it was interesting because he competed against, uh, 18, 19, 20 year olds and everything and virtually every medal that you could possibly get he got it. Gotcha. So you guys really used photographs to [00:23:00] tell stories and then you know was there anything in that you used from after he was gone to help kind of contrast that?

Well, we used before and after witnesses. Uh, we used people who were witnesses who knew them beforehand and then knew them afterwards. They objected to a couple of them. The judge overruled them and allowed those witnesses to testify. But we didn’t call 20. We had about five or six of our best ones. And Uh, that worked well as far as I was concerned because they, they were not able to do much cross examination of, of, uh, before and after witnesses.

And they had some excellent before and after witnesses for us that, that Marla was able to get. So, that part made it easy too. Okay. And was there any particular stories that stick out to you that the before and afters could tell that maybe your family [00:24:00] clients couldn’t talk about? Yeah. I mean, it was the loss that we didn’t want Marla talking about and how it’s affected her.

And how she’s become depressed, and how she used to be always happy, always talkative to these people. And now she just kind of makes her way through. Now, certainly, she’s still trying to get on with her life, and we wanted to portray that as best as possible. But, with the, through the before and after witnesses, you could tell that there was a significant loss to her.

And when you lose a partner, and I mean truly a partner for 40 years, it’s a significant loss. Absolutely. And did you, um, we talked a little bit about demonstratives as far as using pictures. Were there any other demonstratives that you used with, you know, either Marla or the other family members? [00:25:00] Yeah, the two main things that were used with Marla besides pictures and Donald’s medals were.

We had his lunchbox and we had a chain. He was, uh, past retirement age, actually. But he had agreed to stay on at the railroad through the end of the month of June, and he was down to eight days, and somebody in their group had made a chain with a circle for every day, and they were connected. And when he would get home every day, he would cut.

One circle off. And so he was literally counting down the days until he was fully retired because I had plans for travel. We threw their financial planner, who also was in their church, were able to tell about their, their plans for travel. And we let him tell about [00:26:00] that. The other thing that we used that I thought was powerful, certainly hit home with Marla and hit home with several of the jurors was his lunchbox.

And when I say lunchbox, I mean, the true lunchbox that most of the kids had growing up. He took a lunchbox to school. It’s the true lunchbox. It was black lunchbox, had a thermostat, thermos in it. And she had packed that for him every single day that he went to work throughout their entire marriage, which was 40 plus years.

She knew that we had that. She didn’t know for sure we were going to use it. Don’t prepare them for that sort of thing because you want the true emotion coming out. And that was actually what a lot of times when I talk to lawyers and, you know, in, in, we’re teaching witness prep, we get excited. Sometimes as lawyers, we have this really cool, you know, [00:27:00] demonstrative.

And we want to just, you know, slap it out there to really have a shock factor and any of this emotional, you know, impact to the client while they’re on the stand. But I appreciate you kind of pointing out that the client knew that you had it, that she knew that it was a possibility, but that you guys kind of reserved whether or not to actually put it out there, but she had the knowledge that it was going to, that it could come.

Yeah, that was correct. And of course when she pulled it out, or when we pulled it out, then what happened was of course she immediately laughed and then just started crying. And there were several of the jurors who were crying too. And that, you know, that’s kind of the, it’s one of the things we always want to do is make sure it’s authentic.

And so did you really feel like you guys had gotten true authentic reaction to her instead of, you know, trying to pull heartstrings and being sympathetic? Oh, absolutely. I mean, she did an excellent job of [00:28:00] testifying strong testimony because there were parts of it that were lighthearted. where she would be laughing about things that she remembered, but then there were parts of it where she would be crying.

And so you try to balance that because you don’t want her sitting up there, live, just crying all of the time. Uh, I think that the juror thinks, Oh, well, they’re doing this for purposes of sympathy, and these are crocodile tears. With her, You could tell they were real. Is that something, you know, like you said, you’ve really studied body language and people, and I know we’ve talked a lot about, you know, psychology of all, you know, people and clients and that kind of thing.

Did you know pretty early on like, The Marla that you were talking to was, you know, the true Marla, you know, there wasn’t any putting on any airs and she was, she was just kind of a really authentic person. Yeah, I mean, it didn’t [00:29:00] take long to figure that out, you know, because first time I met him, I spent a long time with him and then try to spend a good length of time with him every time I’m with him.

You know, go out to eat, do things on their home turf where they’re comfortable, and then you get to know a person. If they’re coming in, sitting in your office, and that’s all they ever do, you don’t get to know them that way. And so you, you have to spend some time. You’ve done that for me in the Med Mal case, and spent two days with one of my clients.

And that’s actually learned on I knew that but I saw it through you and so it’s something that you do extremely well. Well, I appreciate you saying that that’s one of my one of my favorite times spending time with her was such a wonderful. Like eye opening experience. Um, so I appreciate you let me [00:30:00] spend some time with her and of course, you know one of the biggest things I think we forget is You know, they hire us But we should really thank them for opening up because it you know People are going through a life changing event when they have to hire a lawyer, you know Sure, and and especially when it’s a significant injury or death case So when you have that occur, that’s extremely tough on them And you have to gain their trust.

And then you have to trust them to be able to tell the story and to tell it well. Right. Absolutely. And that’s one of the things that I always try to convey to other lawyers is, you know, do you trust them? Do you trust they’re going to get there and be themselves? And just because maybe the way that they get to be themselves isn’t what you, it’s not perfect, you know, but as long as people are being authentic, juror will totally, you know, jurors will respect that a hundred percent.

Sure. Absolutely. Yeah. [00:31:00] So was there anything else that you, you know, we talked about the lunchbox, you know, were there any other things that you felt or stories that while Marla was on the stand, you could kind of see the jury connecting with her? Yeah. The, the, the one thing that, that I think I connected with was his entry into the military.

You know, because he felt a calling to do that and so he felt it was his obligation and so I think that that helped connect one of the things I’ve also done here is, you know, what did you choose and what did you kind of bring back to the jury from Marla’s testimony and using closing? Well, primarily it was about their relationship and.

You could tell that through a lot of the pictures, and you could also tell that I used the lunchbox. We kept the lunchbox after, uh, [00:32:00] we used it, it stayed on council table, so it was there for the jury to see every time they came in, and then I carried it with me to the podium and kept it on the floor, and then put it up on the podium.

When I got to that point in my closing where I wanted them to see it and to recall, because it did bring back so many memories to her because it epitomized 40 plus years. Right. You know, one of the things that I always talk about with, especially in, you know, wrongful death cases is when we’re talking to the juries, it’s really helpful for people to understand how.

You know, in a relationship, how people express love and so many times it comes down to service and making someone’s lunch every day for 40 years, you know, wow, 40 years and oh man, that’s love, you know, that’s service because there’s got to be days you don’t want to do that. Oh, absolutely. There’d be days where [00:33:00] I wouldn’t do it.

And I’d say, honey, you’re going to make your own lunch today. Sorry. Exactly, exactly. Well, awesome. Well, I really want you to tell everybody what ultimately what the results were with with the case. The results were that we had, there were four questions that jurors had to ask or answer. The first question was whether, and the trucking companies were not on there from the standpoint of the trucking company’s fault for failure to monitor, failure to train, failure to supervise, failure to qualify, et cetera, which we had a ton of information on, which.

Totally inflamed the jurors and made archives work for them. If that evidence had come in without that, then we’re left with simply showing, uh, what the trucker [00:34:00] did wrong, and we couldn’t explain that so much of this. He became the bad guy rather than the trucking company. And if you make the trucking company the bad guy, as well as the trucker, but it’s not the trucker’s fault, then they’re going to be a hell of a lot madder at the trucking company than they’re going to be at an elderly gentleman who’s driving a truck and still trying to make a living at his age.

And so that. reduced to from the focus groups and I went back and checked just to see in all the focus groups we did, and I probably did between 15 and 20 focus groups for this case, in all the focus groups we did, we averaged about 1. 7 percent fault on my client. Um, in this case, they answered 12 0. That it was the fault of the [00:35:00] truck driver.

Uh, then I answered 11 to 1 that Donald Milton had some fault in it. They then Answered out of order the damage question, and then they sent a question out to us in writing, as they’re allowed to do under Arkansas law, where the bailiff brings out a question that jury asks, and I said, they wanted to know what the effect of Posting fault or putting fault on Donald Melton would be on their verdict.

Arkansas is one of those states, unfortunately, where you don’t get to tell them. I know in Florida, you get to tell them because it’s in the jury instructions and tell them exactly what happened. Uh, they had already determined the amount of damages that they wanted to award, which was 4 million. But then, because they didn’t get the answer to that question, [00:36:00] unfortunately, they put 40 percent of fault on Donald.

And so in Arkansas, that reduces it by 40%. And so we ended up with a verdict of 2. 4 million. And the defense attorneys knew that they had skated. In fact, one of the defense attorneys said, Well, I guess we’ll get to try this case again. Because he knew the judge was wrong, because there’s strong Arkansas law showing that it’s wrong, because he did allow punitive damages to go to the jury.

But he didn’t let me put any of that evidence in on punitives. And so, had that come in on punitives even, then we would have, got a large punitive award, I anticipate. But because he kept all those things out, it really hurt our case from a damages standpoint. And at one point in time, the defense attorney had actually opened the door to The training issue and so the first question that I got up after her [00:37:00] direct was I asked about training and the judge says counsel approach.

He had us approach the bench and he said I thought we weren’t getting into this and I said judge I agree. We weren’t supposed to but she’s the one who opened the door and She said I did not and he said ma’am you did I heard you and she turned to her Cohort and he said well, I don’t I didn’t hear her say that and he said young man I’m not talking to you.

You shut up. And so this was judge that did not put up with anything but he said I’m not gonna spend four or five more days now trying this on punitive damages and get all this evidence in. And so he said, we’re gonna finish this case and, but I’m going to tell you. Talking to the defense attorney, if you [00:38:00] mention another word that opens the door at all, it’s all coming in and we’ll stay here as long as it takes and she had enough sense to be extremely careful to not even go close to that.

And so that was something that really, really, really hurt us in this case, because I mean, there was just no fault placed on Donald Melton. I mean, I say none, I mean, less than 2 percent fault placed on Donald Melton, unless you just compared the truck driver with Donald Melton. But when you compare the trucking company and the truck driver to Donald Melton, then Donald Melton’s failure to cover the crossing paled in comparison because we had tons of admissions from the trucking company, one of the owners of the trucking company, and that just completely covered over Donald Melton’s.

personal responsibility or negligence in the [00:39:00] case essentially compared to all. Yeah, absolutely. Well, you kind of in wrapping up and I appreciate your your time and I just want to ask, you know, as far as looking at a post pandemic trial and wrongful death, a pretty big employer a little rockport authority And trekking company.

Was there anything different that you did in approaching? The trial knowing it was a post pandemic journey Yeah, I did. I mean one of the questions that I asked in wadir Was to ask about how COVID had affected them because I knew that many of them would say, I haven’t been able to see somebody in their family or somebody that they’re close to, but either because they’re susceptible to.

They have some sort of [00:40:00] complications that are going to cause them. They’ve had been treated for cancer. They have something that if they got COVID, it could really, it could very likely kill them. And so there were several jurors who said something to that effect. And I think that that’s a good thing. An excellent question to ask or something like that.

It doesn’t have to be worded just like that but has covid affected your family because There’s still a lot of people who are affected by it and my family’s affected by it because my sister Has had cancer and said treatment for it. And so she’s just super super super cautious, even though she’s vaccinated To assure that she’s not around people who might give it to her Gotcha.

Um, awesome. Well, is there anything you want to add as far as getting Marla prepared or her direct exam, you know, as far as helping other lawyers kind of preparing their clients for trial? Well, and [00:41:00] you haven’t asked me to say this, but, but, um, what are you going to say? I’m going to say that if you want to learn how to focus group something, use you.

You, one, I’ve seen you prepare witnesses, you do an excellent job at that. I’ve seen you conduct an adversarial focus group all day, you did an excellent job at that. I’d say, I’d be texting you, hey, what about this? And you say, well, we can’t ask that. And there’s always a tendency, even if you’re trained, and I am trained, not to do that.

But sometimes you just can’t help yourself. And that’s why it’s good to have somebody that’s removed at least one or two of your focus groups for a case to make sure you’re not putting your finger on the scale at all. Absolutely. And that’s [00:42:00] sometimes one of the hardest things when you, you know, it’s easy where you’ve got a real big vested interest in making sure that we win.

And sometimes it’s hard to take off our advocate hat and, and put on our researcher hat and ask research questions. So, right, right. Absolutely. I actually, that leads me to a kind of a different question. Did you focus group Marla or any of the family members or before and after witnesses at I really did not, you know, Certainly, if you’ve got, and I would strongly suggest it and recommend it, if you’ve got a client that you’ve got any questions about.

You’ve got questions that you’re going to ask them that you don’t, not really sure whether that answer connects, but I mean, this was one of those cases where you had, the family was so near perfect that. I knew that they were never going to ask [00:43:00] them a question. And the before and after witnesses, they did ask maybe one or two questions and did object and try and prevent us from using some of them, but the judge allowed those in.

And so they really didn’t lay a glove on anybody on that. So, uh, knowing that going in, because I was kind of befriended. And I was befriending to one of the defense attorneys. I learned a little bit about their side, and I knew that they weren’t going there. And, or if they were, they were going to make things a whole lot worse for themselves.

And they at least had enough sense. I don’t give defense lawyers a lot of credit, but they, they had enough sense to know. We’re making a big mistake if we’re trying to attack anybody who’s on the stand talking about this family. Gotcha. Absolutely. Well, awesome. Well, Jim, I really appreciate your time and [00:44:00] jumping on, uh, this podcast to talk about your trial and getting ready, you know, post COVID and then also talking a lot about getting Marla ready and how you helped her tell the story with demonstratives and connecting the jury to her.

Well, thanks. I appreciate you having me and I always enjoy it. Absolutely. Awesome. Thanks so much.

Thank you so much for joining us on this episode of Trial Lawyer Prep. We had a great interview with my dear friend, Jim Lyons. We talked about different ways that he used tangible demonstratives to connect his client to the jury. And also made, you know, having testimony be just a little bit more fun and interactive.

Talked about using the lunchbox, photographs, and even medals from the husband’s prior time in the army. I hope everybody enjoyed this episode. If you did, [00:45:00] please subscribe. Or hit a like on whichever podcast app that you’re choosing to listen to on Apple, Google, Stitcher, Spotify, whichever one is your favorite.

Also, if you like the episode, please leave us a great review or just share it with somebody who you feel like might enjoy it. Thanks a bunch.

Impactful Focus Groups to use NOW

Do you feel stuck in a case? Would you like a quick way to get moving? In this episode, I’m giving you two quick, efficient focus groups setups that will get you moving on your case today. 

One of the biggest questions that I get when talking to other lawyers about focus groups is what focus groups they should do right now. Now, there are lots of different ways to answer that question. 

But first, what is the problem that you’re trying to solve right now? And if it feels like you’ve got too many problems you’re trying to solve, that’s okay. Today, let’s jump into two great focus groups setups that you can use right now that can have a major impact on your case.

These are focus groups that are going to give you new ideas and a new perspective. You’re probably going to get some answers that you like and that you don’t like. But all in all, it’s going to give you some feedback. 

Then you can move the case forward, whether that’s in the form of getting some ideas and new avenues for discovery or some ideas for deposition questions, or maybe there’s a mediation coming up. 

Overall, these things are going to help you sleep better at night because you’re working on it and you’re preparing this case. You’re going to get many pieces of information that are really going to impact what you’re doing right now with the case.

In this episode, you will hear:

  • What is a snapshot focus group setup
  • How to put together a snapshot presentation and the best time to do it
  • What is an opening statement focus group setup
  • Gathering information from an opening statement setup
  • The benefits of these two setup groups

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Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.

Find out more at https://emeraldcitypro.com

Episode Transcript:

Do you ever feel stuck in a case? Would you like a quick way to get moving? Well, great to hear because this is an episode to give you two quick, efficient focus group setups that will get you moving on your case today. So let’s get started. Hello and welcome. This is Elizabeth Larrick and you’re listening to an episode of Trial Lawyer Prep.

This podcast is designed and created for trial lawyers working with difficult cases, problematic clients, and taking those difficult and problematic cases seriously. to trial. The goal is to help you connect with juries and clients in order to improve your abilities in the courtroom.

Today’s episode, we’re going to move straight into two impactful focus groups you can use right now.

Now, as one of the biggest [00:01:00] questions that I get when talking to other lawyers about focus groups, it is what focus group should I do right now? And there’s lots of different ways to answer that question, but I like to look at, you know, one by one, what is the problem that you’re trying to solve right now?

And if it feels like you’ve got too many problems to try to solve, that’s okay. Um, And instead of trying to maybe prioritize it, I always like to jump into two great focus group setups that you can use right now that you will get major impact from. What do I mean by major impact? Well, I mean, these are focus groups that are going to give you new ideas.

It’s going to give you a new perspective. You’re probably going to get some answers that you’ll like. They’re going to get some answers that you don’t like, but all in all, it’s going to give you some feedback so you can move the case forward. Either, maybe you’re going to get [00:02:00] some ideas for new avenues for discovery, or some ideas for questions for a deposition you have coming up, maybe there’s a mediation coming up.

All in all, these are things that are going to help you sleep better at night. Because you’re working on it, you’re preparing it, meaning you’re preparing this case, but you’re going to get some good piece of information, many pieces of information that are really going to impact what you’re doing right now with the case.

So, let’s jump in and talk about these two impactful focus groups to do now. The first one is one I like to call a snapshot, which is really a very, very simple setup. And when I say snapshot, I just mean like a snapshot glimpse of the facts of the case because you know, as lawyers, we can get super wrapped up in all the details.

You know, we, we get a case in the door and we’ve got. Two [00:03:00] sentences, maybe. There’s a rear end collision and it happened, you know, November 6th. And, you know, somebody ran a red light. Okay. There we go from there. So then we investigate, we find all these extra details, we get what all the witnesses say, we talk to the police officer, we get, you know, maybe we have cameras, we can get pictures, and there’s so much detail that we get, which is so important, but in all of that, we can get kind of lost, and so Snapshot is really designed at just looking at Just the facts.

And really kind of even paring those facts down because you want to use your snapshot to find the holes. And, you know, maybe you know there are some glaring holes or some glaring problems in the case, and maybe there are some hidden ones that you haven’t seen. But this particular focus group setup will help you find those very quickly.

And, Generally, you’re going to find some solutions on how to fix it. So let’s talk about the presentation, [00:04:00] what you’re going to present to this focus group. It’s going to be very, very fact based. These are kind of like you’re thinking about putting together like a paragraph about the facts. You’re thinking if you give one side, give the other side.

And you really kind of want to give enough facts to eliminate some very basic questions that somebody might have, they asked you about the case. And again, you want to pare this down. And so you don’t want to give them every single detail, right? Just kind of give very, very clear shot about what’s going on in the case.

A good example for us to talk about is using a car wreck case. So say you have a car wreck case, you’ve got a rear end collision. And how do you put together this presentation? Well, you want to be thinking about, you know, pictures of the car. You want to be able to think about giving a picture of the intersection, talking about the day it happened, the time, the weather.

Did [00:05:00] the police show up? What is each driver saying happened? Are there any witnesses? Did the witnesses give any statements? And you’re really kind of confining all the information that you have to that day, unless something Another major fact happens after the crash that you would want to look at. And again, this kind of snapshot and, you know, the facts that we’re talking about here at CARAC, we’re really kind of looking at responsibility.

When we’re thinking about finding holes and in the responsibility, the liability part of the case. And so once you do this kind of, you know, snapshot presentation, and we’re talking about maybe 15 minutes max. And because, again, you really want to keep them engaged by showing them pictures of the cars, pictures of the location, you know, what each person is saying.

And just to get them up to speed, you know, please, if there are any tickets, typically I leave out tickets when it comes to this particular setup. And really the questions that you’re asking in debrief are [00:06:00] super simple. It’s just, once you give them all the information, you know, you just ask them what happened.

Very broad, open ended question. What do you think’s going on? And just listen. You know, one of the things that we can do really quickly in focus groups is if we hear one problem, We really hone in on that one problem, and we, we stick with that one person, and we ask them, you know, a bunch of questions about that one problem, and then we forget to turn to the rest of the group and gather up any other problems that they may see.

So what I like to do is just kind of give that real broad open ended question, and then as a moderator, make sure I’m checking in with each person to gather up. All the things that they’re seeing and then coming back, right, to ask somebody to go deeper on, on what it is that they said. And that’s pretty much what you do.

You maybe you hear a question about, somebody is saying, well, you know, rear end automatically, somebody gets [00:07:00] rear-ended. Then it’s, you know, the other person’s fault. Let’s dig a little deeper into that and maybe somebody has a different perspective on it, right? So I wanna take those people one at a time.

After I gathered everybody’s general impression and follow back up and dig a little deeper on that. And then after you finish digging deep, you can come back again to the group and just ask, you know, what would you advise these two people? You know, look like we got a situation here, right? There’s some property damage going on.

What would you advise for them to do? And you’re going to get, you know, some solutions or, you know, the other great question is to what other information If any, what do you want to get? What else would you want to understand about this situation if you had to make a decision? And again, these are super simple setup, super simple questions.

And in, as long as you remember in this particular setup, we are truly just gathering. We are gathering, gathering, gathering. We’re not advocating one way or the [00:08:00] other, but just truly spending a lot of time gathering information about what they see, what else. They would need to know or want to know if they had to make a decision.

And sometimes that’s so important with our questions. And, you know, later on in this podcast, we’re definitely going to spend some episodes on moderating and crafting questions and making sure that we’re using the best question we can, because questions are so important to get good answers. And that’s, you know, one of the questions that we’ve been talking about here is what other information, if any.

Don’t make an assumption that they need more information, they may not, you know, so I always like to make sure that I’m giving that out, if any, that option if they don’t need any more information. So we’ve talked a little bit about, okay, use this snapshot, we’ve learned about some real basic problems, maybe that they’re seeing and some ideas on how to fix it or what other information they would want to get.

Again, that’s a huge impact for a case and you can use a snapshot [00:09:00] picture, I mean a snapshot, you know, kind of focus group set up. really any time in the case. I love for people to do it before they file a lawsuit. You know, I love when people put it together and do it after they finish discovery. Those are great times because no matter what happens, you always want to make sure you’re tracking about any issues that you’re not seeing, right?

So issue spotting. So let’s talk about the second impactful focus group that you can do now. And that would be an opening statement. And you may be thinking, Elizabeth, whoa, whoa, like I’m not going to trial for another two years or another year, six months, and even then it’s going to be reset. Totally hear ya, but check it out.

If you sit down and write the opening statement, you are doing so much preparation work and kind of big picture work on your case, and it really is going to help you know, one, where are you at in this case? [00:10:00] What are you missing? If you’re going to put together the case in such a way, do you have all the evidence that you need?

And how does it need to come together? In order for you to get the verdict. So I love opening statement because it really forces you as a lawyer to pony up, spend some time, put it all together. And that’s fantastic. That’s really going to get you down the road. That’s a huge impact there. But once you give it to the focus group, that particular setup, super easy again, you’re just going to give the opening statement and again, ask a really broad question, you know, What’s going on here?

What’s happening? You know, you can ask them to do a vote if you want, who’s responsible. And typically opening statements at this particular time, meaning if you’re just putting it together before you have a trial setting near, is you could always just focus the opening on just the liability portion or put both liability and damages in there too.

You know, [00:11:00] I encourage you to do both because again, you want to get the most impact, then do the best preparation that you can. So put those opening statements together on both sides. But really you’re going to be Testing your theory. And again, these big, broad questions are going to give you great feedback.

You’re going to be able to ask, what was confusing? Is there a better way to say this? Is there a visual aid that would help? What is the one thing you remember from this entire opening statement? Like, that’s a huge question, you know, because that’s really going to What is it that you said that really made them listen?

That’s really what you want to know. And then of course you can ask questions about, Hey, is it believable? Is it, do you have everything that you would need to make a decision? And again, these are just kind of big, broad questions and you’re going to kind of do the same kind of moderation here, which is just scooping up all this information, just scoop it up.

Just because again, they’re just hearing one [00:12:00] side of it. So you really want to know what is the. The initial impact that they see. So you’re scooping all that stuff up. You don’t need to ask necessarily questions about the other side. Although I would encourage you, it would be great to ask them a question.

It’s like, what do you think the other side is going to get up and say, that’s a good way to get their perspective on the opposite side of the case, uh, and really test what their theory is. But either way, you know, you are going to get some great feedback on opening statement setups. And the really fantastic thing about both of these focus groups is they can be done in an hour.

That is super efficient. We’re talking about setting up a three hour or a four hour focus group and you can do a lot of heavy lifting in one hour. That’s fantastic. That’s super efficient. And both of these are going to give you information maybe you didn’t [00:13:00] know, hidden problems you didn’t see. Always you’re going to get a new perspective, which is what you want when you’re talking to folks in the community, getting a new perspective.

And then also some ideas on how to fix it, meaning what other information would help them. Make a better decision. Maybe it’s questions you need to be go finding answers to in discovery. Maybe it’s questions that you need to be asking about in depositions. And maybe it’s just information that’s out there.

You just need to go gather it that you can get on your own. And this would be two fantastic things you could do right now in your case. So we’re talking about really time efficient focus groups. You can do these virtually. You can do them in person. Super simple setup. with the information that you have right now.

You don’t necessarily need more information. You can do both of these right now and be able to move that case forward. So I hope that, uh, you found this podcast episode helpful. And if you try it out, please let me know. I’d love to get some feedback. If you have [00:14:00] any questions, also let me know. Again, thanks so much for listening here today.

As you know, we’ve got a bright new shiny podcast. So if you could subscribe to this podcast on your favorite app, whether it be Apple, Google, Stitcher, whichever you prefer, if you enjoyed this episode, please give us a five star rating or leave us a great review. And of course, share this episode with somebody, you know, that could use this help for focus groups to use today.

Thanks again.

Trial Preparation of the Client

The trial represents the end date, the final gauntlet. The case is coming to a close and, hopefully, everything will end well. However, it’s also a huge step for your client. In this episode, we discuss how to prepare your client for trial. 

As a trial lawyer, you want to help your clients prepare for their testimony where they’ll get up on the stand and speak to the jury. You want to prepare them for cross-examination and make sure they understand the heart of a trial: sitting while they are waiting to testify (or after testifying) and listening to the things said about them and to the presentation of evidence by the opposing counsel. 

Remember, the number one target of the opposing counsel is your client. You have to prepare your client for that. 

In this episode, you will hear:

  • Getting the client ready for their role in the deposition
  • Grasping the physical and mental aspects of trial
  • How to prepare for direct examination
  • Things to think about before trial prep and as you get closer to trial

Subscribe and Review

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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.

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Supporting Resources:

Larrick Law Firm

 

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.

Find out more at https://emeraldcitypro.com

Episode Transcript:

Getting your client ready for trial, the final gauntlet. How do you do that and also keep your sanity? Well, let’s tune in to learn a little more about trial preparation for your client.

Welcome to Trial Lawyer Prep. What if you could hang out with trial lawyers and jury consultants? Ask them about connecting with clients and juries more effectively. Then take strategies, tactics, and insights to increase your success. Each week, Elizabeth Larrick takes an in depth look at how to regain touch with the everyday world, understand the emotional burden of your clients and juries, and use focus groups in this process. Elizabeth is an experienced trial lawyer, consultant, and founder of Larrick Law Firm in Austin, Texas. Her goal is to help you connect with juries and clients in order to improve your abilities in the courtroom. Now, here’s Elizabeth. Hello and welcome. This is Elizabeth Larrick and you’re listening to an [00:01:00] episode of Trial Lawyer Prep. This podcast is designed and created for trial lawyers working with difficult cases, problematic clients, and taking those difficult and problematic cases to trial.

The goal of this podcast is to help you connect with juries and clients in order to improve your abilities in the courtroom.

This episode we’ll be talking about how to prepare your client for trial. Trial represents the end date, the final gauntlet. It’s coming to a close and hopefully everything will end well, but it’s also a huge risk step for your client.

So how do we help them prepare for testimony? Getting up on the stand and talking to the jury and making sure they are able to speak to them, but also preparing them for a cross examination and what they will face when that happens. And also kind of the overall part of a trial where they’re waiting to testify or after they testify and they’re sitting having to listen to other [00:02:00] things that are being said about them and of course the opposing counsel’s presentation of evidence when it comes over to their side.

Now we always talk about in deposition preparation and in trial preparation that the number one target for the opposing counsel is always going to be your client. They’re kind of the easy target in the case and that’s generally the number one thing they do at trial and this is kind of amplified. But knowing that, how do we then prepare the client for that and then also more importantly looking at cross exam?

In our deposition preparation, we really look at taking three steps to correct the client’s mindset, getting them ready for their role in the deposition and in the case. We use different tools to refresh memory, organize things that they’re prepared for, the questions they’ll receive, and ultimately doing some role play to get them really to understand how everything will work and kind of given a dress rehearsal on that.

So we do all those things for trial as well, but we [00:03:00] also like to add in a few more steps to really grasp the physical and mental aspects of trial. The nerves and the idea of the risk. It’s all or nothing. Plus some of that. Going to the courthouse, sitting in the courtroom and having 12 people staring at you, judging you day in and day out, that’s a very taxing thing for a client.

It’s very unusual. Most people would run from that experience if given the choice. We also have the huge flip flop versus deposition where we as the lawyers get to go first and now there’s a lot more pressure on us and then naturally there’s a lot more pressure for those cross exam questions with the jury and the judge watching.

Trial preparation is a much heavier burden for you, the lawyer, than it would be deposition. Think about it. Deposition, we prepare our clients, we send them off into the world, and they do their thing, and we pretty much sit back. You know, there may be some [00:04:00] objections here and there, but really, it’s in a comforting conference room, there’s no judge there, there’s gonna be months more work to do, and other things that happen, so that’s kind of one piece of the puzzle at that time.

And then, of course, the converse of that in trial where you got to put your case on, you got to order of proof and opening and dealing with the judge, emotions and other things that are coming from the opposing counsel. And a big piece of trial prep for you and for the jury. For the client is getting that direct exam set up.

What are the things that the jury needs to hear from your client, and who are other witnesses that are coming and what are the things that they are gonna say that will echo what your client says? Or at least go along, or maybe they’ll be able to say things that your client can’t say. And of course, trial always comes with you.

orchestrating everything. You’ve got to think about all these balls in the air and how do you make sure that the client stays all in order while still handling all those things. And [00:05:00] we’ve got to also think about for trial preparation, exhibits and demonstratives and things that maybe the client has to do.

To talk about whether they like it or not. Maybe it’s medical records or maybe there’s some pictures or things that they need to talk about that nobody else can talk about. So there’s a lot more preparation for the lawyer involved before even sitting down with the client. One of the things that I like to do before leading up to deposition, but also I think it’s very important for leading up to trial, is.

Taking a piece of video from your client’s deposition and putting that video in front of the focus group. And really seeing what the focus group reaction is. Do they like this person? Is there credibility issues? What is it that they would need to hear from your client? And that’s really helpful, I believe, in giving you a lot of clarity as the lawyer.

As trial comes in, the pressure builds, and we have these sometimes unfounded worries that our client is rambling too much, or they won’t stay on question, and they’re just really [00:06:00] going to get destroyed on cross exam, and the jury’s just not going to like them, and in reality, that Maybe true, but maybe not.

Let’s use a focus group to really figure out are these fears real or not? Because at times, unfortunately, as travelers, we can waste a lot of energy on things that just aren’t true. You know, our perception can get kind of smeared because we live with the case for so long that our thoughts then become our reality.

And focus groups can sometimes bring us back to the truth, bring us back to what’s really going to happen at trial. What do we really need to be worried about now? Sometimes focus groups can confirm all those fears and then you might have a different problem on your hands. If you know that the focus groups telling you your client is not believable and has a huge credibility issue.

And so we look at trial preparation and the client, you have to get your direct exam topics ready. You’ve got to do a lot of preparation, fine tooth combing that [00:07:00] client deposition and cross examine topics, whether they’re in the deposition or maybe they’ve been telling you about the whole time the insurance gesture tells you what the problem is.

Generally, like I said, the problems are going to be And so, we want to take time to do our preparation, which is, like I said, much more heavy job for trial. And then the really nice thing, I think, about trial preparation with a client is that can actually happen at least a week, two weeks out before you have the trial.

Because, again, we want Client’s always available in there. As you get closer to trial, you’re really, bullets start flying. Maybe you get extra motions that you have to deal with, plus turning in deadlines, talking to experts and getting those people ready, coordinating other little smaller pieces. Maybe take a visit to the courthouse to make sure you got the technology correct.

Sometimes those fine tune last minute motions that happened in the last week and trying to squeeze in that client preparation can make it even more stressful. So kind of back it out. [00:08:00] The client is there. The information you need to get them ready can be done just a little bit earlier. And you know, we sit down with our client just like we do for deposition, but with a little bit different eye because again, They’re really going to be leaning on you for more information about what is it you’re going to ask and what are we going to do.

And when I do trial preparation with a client, I spend a lot of time going over what they should expect about the courtroom, what they should expect about the schedule. What they can expect will happen at least every day, day one, I can at least tell them what to expect and what the schedule is going to be like and when they’re going to be breaks and where they can expect the jury to be sitting at and where they’re going to be sitting because I know from my experience, trial changes so quickly.

so quickly and as the lawyer, I got to be on my toes. I got to be ready for anything to happen because I know there’s work that I have to do along the way and there’s tweaks that I have to make along the way at trial. I can’t necessarily be giving a lot of attention to managing kind of what my [00:09:00] client is going through, fears or concerns.

Maybe they’ve got all these questions now because they get to hear all the motions and all this stuff that the defense says, but it doesn’t make a lot of sense to them because they’re not lawyers, which you know, I don’t. Think that they need to, but that’s why I spent so much time giving them a really good visual picture of at least some kind of certainty about their schedule and where they’re going to sit and what their job is.

And I always say everybody who walks into trial is on our team and everybody has a different role. And it’s so important that when we get in there and bolts are flying and things are changing and schedules messing up, we all still know where our role is and what our job is. And we can all rely on that.

And because, you know, you got to delegate things to make sure everything gets done and happens. One of those things that I think is super important is to give the client somebody who they can always go to and ask questions. I don’t suggest that be your lead lawyer. Sometimes even the second chair. But some of it, they can always go.

If they have questions, they go to [00:10:00] that person first and they know that that person is going to be able to answer those questions or find answers for them because they’re going to have questions. It just always happens. The other thing that we always do with client prep is their job is they’ve got to read back for the deposition, which I know it can be really, really painful.

And some people have like three volumes of things to get through. But what I remind them is this is really the best way for you to understand what you’re going to be asked on cross exam. Because people always think, Oh, this is so unknown and I don’t know what they’re going to ask me. And trust me, it’s already in the deposition.

They’ve already ferreted out the topics that they’re going to talk to you about. And maybe there’s a few new things that have popped up since then, or maybe things in your background they’re going to ask you about. All those things would be things that we would be able to point out as trial lawyers.

Hey, Here are these things they’re going to ask you about. Let’s practice some of these questions that we know they’re going to ask you. And so we really want to sit down and walk through what are the things that are going to be on the direct topic list? What are things going to be in the cross exam topic list?

Taking those one at a time to talk to [00:11:00] them about it, to listen, to ask questions, and using some of our tools to help organize our facts. You’ve done that job during deposition prep, you just get to bring that preparation right back out, right? Use those tools, get those same things back up there in front of the client and creating new ones, depending on how much time has passed between deposition and trial.

And again, if you’ve done the depo prep with the extensive time and asking questions and really understanding, they’re tracking with you. It’s just going to be a little bit different ball game. prepare for me to talk to you first? And how do you like to answer questions? And what are things that really make you nervous?

There’s gonna be 12 people staring at you. Here’s the piece of paper that you’re gonna have to look at and answer questions. And how do you do that? You know, and how do you not feel nervous about staring at a piece of paper and trying to find an answer? And movies and TV are really where clients get their ideas about trial.

And as we all know, Those are not really accurate. I mean, they’re way more exciting on TV than they are in reality at [00:12:00] times because the TV and movies doesn’t show you hours of cross exam or hours of direct testimony just going through medical records or going through some scientific journals to describe how the scientific thing and chemicals reacted.

And that’s important for trial. I mean, as trial lawyers, we know we can’t do that. Skip any steps. We got to get all A to B and be able to get those questions answered for the jury, but it’s sometimes just not as glamorous. And that’s also sometimes what you’ve got to tell the client too. You won’t be first, so you’ll be able to have the ability to watch everybody and watch how it works.

Your lawyer goes first. I go first. They go second. Asking questions and the judge is there to be the regulator. And. How does that really work and what does it look like? Well, don’t worry, you’ll have the ability to watch and observe before it’s your chance to get up there. We talked about the direct exam topic lists and exam, cross exam topics and using tools to help organize their deposition answers to make sure they’re [00:13:00] still queuing up with the same stuff and how that feels.

I always love to role play getting that deposition transcript down. If you say something different, how is that going to be used by the opposing party? counsel and how does that work with a deposition transcript and taking it out, reading it. Did you say this? And why are you saying something different now?

Having that feeling of, Whoa, you caught me like, Oh, I’m telling a lie. Maybe you’re not really telling a lie. You’re probably just using some different words, but that’s the one thing that is the ultimate cross exam is trying to catch somebody in a lie or changing their answers. That’s a really fearful thing that clients have, too, is that they’re going to somehow change their answers up.

That’s why we really try to study that deposition to make sure that they’re going to queue it up, those same answers they had before, and feeling comfortable in knowing that that’s still the truth. That’s really what’s going to protect them. The other part of trial prep is how do we keep the jury engaged?

At times it can feel pretty monotonous and just question and answer and are they paying attention? Sometimes [00:14:00] they fall asleep, it happens to all of us, so how do you be engaging? One thing I always like to encourage people when they’re putting together direct exam is can you make it like a conversation?

Does it have to be so wordy? Can you really remove yourself from the conversation? I think at times we get kind of off balance thinking that we need to have some super wordy questions or super long questions. And I just sometimes really just want to say, can you just make it a conversation? Cause it’s like an interview.

I mean, the jurors are getting to know your client and you’re basically interviewing them. And some of the best interviewees use really simple questions. Because you really want the client to be talking, you don’t want to be talking. You do a lot of talking in trial, let the client talk. And that’s what the jury really wants to hear, is them talking, not you talking.

And not you leading the client with questions. One of the things that in future episodes that we will probably talk about more in depth is to be engaging with your client. How do you craft direct exam [00:15:00] questions that reveal to the jury the client’s story and doing that in a way where it feels like a conversation versus feeling like a script.

Other episodes we’re going to talk about. What kind of demonstratives are great to use with clients on the stand? And can we work together to create some kind of demonstrative together on the stand? What is the purpose of the demonstrative? A lot of times I like to create a demonstrative with the client because it’s not going to be an exhibit, but it’s going to be something that we as a trial team can use later in closing or maybe we can use later with a defense witness.

So I always love to do something interactive with the clown on the stand. The other thing we’ll talk about is how do we role play for direct exam and how do we role play cross exam? In other episodes, we’ll also talk about what are some of the tips and tools to help the client get through trial. We talked about that [00:16:00] physical and mental drain that they’ll experience.

What are some things that we can really help assign their role and really have them feel a big part of the team, but also knowing what. It’ll feel like so that mentally they’ll be prepared to be able to sit there. Uh, have interviews with lawyers and talk about these specific topics and maybe how they like to craft their direct exam or how they like to look at their trial and set up when the client will I know that sometimes that’s the biggest question I always get from lawyers is when do I put my client on the stand?

And there’s a lot of factors that go into that. That’s kind of a 30, 000 foot question because you have to think about it from the jurors perspective at times. And I even like to back it up and just say, Hey, well, let’s look at your jury instructions. And what’s question number one? Because most of the time, question number one, May or may not involve the [00:17:00] client.

If it doesn’t involve the client, you probably ought to put some other people on in order for the jury to answer question number one the way you want it, and then put on your client so that they’ll have some information to answer question number two, which is generally the how much kind of question.

But we’ll talk about that. We’ll take an episode and I think that’s probably really helpful to hear from other lawyers about how they approach that question and how they prepare their clients and maybe there’s some tips or tricks that they can help us with as well. We will take a much more in depth look at trial preparation in future episodes, but just a very quick recap about for trial preparation of the client.

We really are looking more about trial preparation for the lawyer and for you and what are the steps that you should take before you get the client in there and what are the things you should look at. What are other witnesses looking at the deposition? How to walk through that deposition, uh, and spot those [00:18:00] cross exam topics and then creating some good role play for that client to feel that cross exam and know how that dress rehearsal is going to go.

Okay. You’re welcome. And we’ll talk about how to ease that burden. What are some things that you can do early on before trial preparation really gets going? And what are some key things to look at and think about as you’re getting ready for preparation? For example, one of the things I like to do very early is, and when I say early, I’m talking like 60 days out.

Pick out that client transcript and read through it. Think about it in the sense of, what are things in here that need to be included in a motion in Lemony? Because there may be some unique things that are in the deposition transcript that need to be limited by a motion in Lemony and just not even talked about.

They’re not even related. It’s prejudicial. And at times, we can get caught up on a lot of other things. Other issues when we think about motions in limine and not really fine tuning what it is, we need to put on the no list [00:19:00] as I like to say for our clients cross exam or even direct. And that’s just one of those things.

Smaller things you can do really early on. You can repair a really nice motion in Lemony and be ready versus scraping by at the last minute thinking, Oh gosh, we really shouldn’t be talking to the client about six Porsches or four Ferraris. That doesn’t really have anything to do with being injured in a car crash.

It doesn’t. And how do we craft that motion in Lemony? So we’ll look at some of those tactics and things for you to do to prepare better and then really how do we spend our quality time with our client and making sure that they feel prepared for the experience of trial and then also prepared to take the stand.

I’m super excited to delve into this topic later on and more depth and into really nitty gritty details. But as far as this episode goes, I really appreciate your time and attention. As you know, this show is new and shiny and any and all support is greatly appreciated. If you haven’t already done so, please subscribe on the Apple podcast, Google podcasts, and [00:20:00] Spotify or wherever you listen.

If you like it, please give us a five star rating and review. And of course, share with other trial lawyers who you know would appreciate more information about how to prepare. Thanks again.

Focus Groups: Just the Basics

As lawyers, we can sometimes get sucked into our cases. Once we bring a case in the door, we start doing research, investigating, and bringing in all the facts and details. We bury ourselves with all of this information that we can get a little lost at times. 

As you’re preparing cases, remember, a focus group is a great system you can set up to prepare for any kind of claim, whether it’s a medical malpractice case, a premises case, or a car wreck case. Once you’ve learned the nuances of setting up focus groups, it will give you the clarity, certainty, and confidence you need. 

Now, there has been this big missing block of information about what a focus group is and how it works. Most of the time, what trial lawyers automatically think about when talking about focus groups are the adversarial mock trial groups. Those are great focus groups but it takes a lot of time and energy to put those together. Well, I prefer to do the smaller ones because they’re easier to manage and it’s also a great way to gather information before having to do one of the larger adversarial mock focus groups. 

In this episode, I’m going to discuss the basics of focus groups as well as what you should be expecting from future episodes as we get down to the nitty-gritty of how to set up focus groups. The goal is to provide you with a how-to guide so you can start running your own focus groups, or improve your focus group skills, if you’re doing them already. 

In this episode, you will hear:

  • What is a focus group?
  • What a virtual focus group looks like
  • Confidentiality forms for everyone’s protection
  • What you get from focus groups: clarity, certainty, and confidence
  • Running multiple focus groups
  • Different styles of presenting information
  • The importance of planting good questions
  • More details about focus groups that you can expect from future episodes

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Episode Transcript:

Now here’s Elizabeth. Hello and welcome. This is Elizabeth Larrick and you’re listening to an episode of Trial Lawyer [00:01:00] Prep. This podcast is designed and created for trial lawyers working with difficult clients. problematic cases and taking those difficult and problematic cases to trial. The goal of this podcast is to help you connect with juries and clients in order to improve your abilities in the courtroom.

In this episode, we’re going to be talking about Focus groups and getting a little bit in depth with focus groups, but also kind of laying out what you can expect in this podcast about episodes that will go into detail about specifics on focus groups. We will talk a lot about focus groups. And so my goal is to always provide you a how to, how can you take this back and start running your own focus groups or improve your focus group skills.

So, without any further ado, let’s talk a little bit about what is a focus group. Many times we hear presentations, CLE [00:02:00] webinars about really large cases or even decent sized cases and trials where they talk about, Oh, well, we learned about this in a focus group or focus groups told us that we shouldn’t use this word.

And that’s really helpful to know that’s where they got the information, but there’s generally big missing block of information about what it is, what is it, what is a focus group and how are you doing it and all these kinds of questions that always pop up in my mind. And I started out focus groups learning from Mr.

Keenan and my year that I spent with his law firm and doing different trials of different types of cases. And What we found, or rather, I should say my drawback, my conclusion from that was, wow, this is a really great system that can go with any kind of claim. So we had a medical malpractice case, a premises case, and then a car wreck case.

All of which had different facets and different [00:03:00] facts and those kinds of things, but using focus groups to really continue to prepare the case. So that’s kind of my background on focus groups and just kind of jumping in at the ground level and then after that time really building on that information.

I taught focus groups in the Kenan Trial Institute for a little while and then of course been running them myself in my law firm. Let’s just talk from a very basic level. What is a focus group? Well, focus group is where you’re going to get. eight, 10, sometimes 12 people together in a room, you’re going to show them a presentation and then you’re going to ask questions.

The variety of ways to run a focus group. There’s just tons of ways to do it, but from a most basic level, you’re getting a span of people together. And you’re just putting something in front of them and asking them really basic questions and just getting their opinions, their feedback, what is it that they see, you know, what questions pop up in their mind, [00:04:00] where’s their confusion.

And most of the time, you know, these folks are just going to give you what they see and what they hear. They’re going to give you some really great feedback on maybe things that you’re not seeing. Maybe they’re going to confirm things that you believe. But they’re mainly going to give it back to you with the way that they see it, their point of view.

Which is super helpful when we’re preparing cases. We don’t really want to get lost. We want to make sure we’re always keeping that front and center when we’re preparing a case. And focus groups do a great job of bringing you back and using those along the way. We also with focus groups can run them in person where we had the pandemic, all of my focus groups were in person once the pandemic hits transitioning for me and my business in the way that I do focus groups, moving them to virtual, which was a mental challenge on one hand, but also a learning curve, just having to learn that.

way of doing it, that style, the different trade offs that [00:05:00] come when you’re virtual versus in person. I still love the virtual format and right now, hopefully we’ll get back to doing some in person focus groups in the few months to come. But of course, always putting health and safety first. Virtual, using the zoom to get people together in person, using, you know, a large conference room to get people together.

But she always wanted making sure you’re recording everything and that way you can go back and watch it again. You know, you want to preserve the things that they’re saying and feedback they’re having. As we always happen sometimes with cases, we get started, we maybe run a folks group, a couple months go by, and you get back into the case and you forgot what they said.

So always recording things to help remember and go back and refresh your memory. And just really simple things, confidentiality forms, making sure we’re. Staying, confidentiality forms to keep everybody protected. These are real cases and live people. And you just want to make sure that folks are aware that [00:06:00] if they do get called for jury service and they do hear the case, that they could go ahead and raise their hand and stand up and have a conference with the judge and let them know.

And of course, for your purposes of being a lawyer and running these things, it’s pretty important for your client as well to have that confidentiality protection. So you run the focus group, meaning you present your presentation, you ask the questions, you record everything, and then what do you get? This is probably one of the biggest questions that I get about focus groups.

What do you get? What can you get? We talked about clarity, certainty, and confidence. So let’s talk a little bit about those really quickly. And more importantly, why, what brings you to doing a focus group? For me personally, it’s just, I can get stumped. Maybe there’s an unusual set of facts or maybe there’s an unusual claim.

That I’m just not really certain of or really what people may think about a particular piece of the [00:07:00] case or I’m running up against the case and I’m getting a lot of pushback from the other side And I’m just wondering am I missing something? What is it that I I’m not saying focus groups will help you with that, right?

So clarity with focus groups, we can sometimes as lawyers get sucked in to our case, bring a case in the door and start doing research and start investigating and looking at background stuff and bringing in all these details and these facts and just bury ourselves with all of this information. We can kind of get a little lost at times and that’s where focus groups will help with the clarity and.

Simplicity. And they’ll just give it to you simply. You give them a whole heap of facts and they’ll just give it back to you what they think is the most simple explanation or the simple way to describe things. That’s so helpful. I think as far as when we think about trial presentation or even mediation presentation or even motion practice, if you can [00:08:00] really.

clarity and be able to simply state what your case is about in two sentences. It’s really helpful for the judge and the opposing counsel and anybody else who’s coming in to the case as either a player or as somebody who’s going to be coming in either as a mediator as well. The other thing that focus groups can really help you with is certainty.

A lot of times we come across new sets of facts or things that people We haven’t encountered before, or for me, a different set of facts that I haven’t encountered before, and it’s causing me a little bit of uncertainty. And doubt is really where the opposing side always loves to wiggle in there and just create more and more doubt for you about what your case is, and how much it’s worth, and what your client is going to be like in front of the jury, and Running focus groups will give you that certainty and I say focus groups because it takes more than one.

A lot of times people say, well, I’ll just run one and I’ll be done and sometimes that works. I mean, [00:09:00] rarely that works because you see they’ll give something back to you. It will give you a piece of feedback and then you’re like, wow, well, if they make this change, is that what they need? Is that what they want?

Is that going to. Really make things better for me. And most of the time you want to run one more focus group just to, again, give that certainty, make sure that what you’re thinking is lining up with their point of view. And so more than one is always very helpful. Two, three, four. Wonderful. When you get up, we’re running multiple focus groups.

You really have to take a pretty structured approach about what you’re doing, watching the research that you’re getting, recording the data to make sure that you’re moving the needle. Wonderful. And you’re either giving yourself some certainty, getting clarity on presentation, other parts of the cases, because at times you can just keep running them to run them.

And sometimes that is what happened to me. Focus groups are a little bit second nature to me and I have a case in house that it’s stumping [00:10:00] me or I just can’t quite. Seem to get the confidence that I need. And so I’ve run four or five or six focus groups on the case when in reality, that’s probably a little cost prohibitive given the case, but it’s giving me the ability now looking back the learning focus groups more, but also having that moment now.

Wait a minute. I really need to, if I’m going to run multiple focus groups, let’s have a good plan here. Let’s measure what we’re doing and making sure that we’re being cost effective, we’re learning from these focus groups, and we’re moving the case forward and preparing it correctly. All that to be said, once you run focus groups, you’re really going to gain a lot more confidence in your case because you’re going to learn more about it.

We learn a lot as far as lawyers taking depositions and learning more facts and gathering more information and focus groups, they’re taking all that information and then they process it and give it back to you. That’s a new point of view that you’re getting. And so that to me always helps me give [00:11:00] me some confidence.

I’m on the right track. I’m not on the right track. It also gives me a lot of confidence in my presentation skills. in speaking to people and talking to complete strangers. One of the nice things about focus groups is you really learn to listen. You really learn how to ask questions well, and those skills really help.

When it comes to depositions, when it comes to picking a jury, when it comes to talking to clients, so helpful. And those are skills that really need to be done kind of in a trial and error, live situation. And that’s really what focus groups are. And so you get a lot of confidence in your case, but you also get a lot of confidence in the skills that you’re building along the way.

And you see how that transforms as you continue to focus groups. and how you’re able to speak to people, listen, and ask questions, and then be able to pinpoint things as well. Once you [00:12:00] get clarity and certainty and confidence, what does that mean for the actual case? Well, like we talked about, or like I talked about a little bit ago, sometimes you learn about the way that you’re putting the case together is confusing, or you’re including all these extra facts that you don’t really need.

Or maybe you’re missing facts that you really need. For example, having run several, several, several, several focus groups on car wrecks. Number one questions we always get if we don’t include in the presentation was the person wearing their seatbelt. Were there any drug or alcohol involved with any driver?

What was the weather like? Very important factors for people. And we’re getting things worked up and we may just look over those really simple facts, but Those are really big pieces of information that they want to know. If you don’t answer those questions, they may answer them for themselves, or they’re just going to be a hole that they’re going to wonder about, and generally when they wonder, they make the assumption against you.

[00:13:00] So, those are kind of some of those things that you start to learn and see presentation wise, and how to fill those gaps in your case. And then you can always go back. For example, sometimes we have a presentation where it’s an opening statement, and we run the opening statement more than once or twice, three times.

And again, they’re going to give feedback on what they understand, what they don’t understand, questions that they need to have answered in the opening statement. And those are great ones that are short, quick, and easy to keep doing, tweaking things to make sure you’re hitting the ball just like they want it.

Sometimes that’s what we have to do. Also, we talk about focus groups and. How do you get this information? I learned a lot about focus groups before I started. I went to seminars, books, and I really had this huge hesitation of just jumping in and that’s where I worked in an office where I was able to watch and observe and then when I worked with the Keenan Law Firm, you just basically, you know, Thrown in.

Like, we’re doing [00:14:00] this. You’re doing this. So, that’s sometimes what’s a little bit like, we’re kind of, as trial lawyers, can be a little bit risk averse because we’re worried about, well, how do we do it? And in my mind, when I think about focus groups, I get really excited because you get to be so creative.

There’s no perfect set way or style to do one. Most of the time when trial lawyers think about focus groups, we automatically think about the adversarial mock. focus group, the mock trial, where you’re putting it all out there and you have witnesses and you got a judge in there sometimes. And those are great focus groups and they take a lot of time and energy to put together.

I prefer to do some of the smaller ones because I think it’s a little bit easier to manage as a solo to be able to do some of the smaller ones. But I also think you can set them up style wise and get really good information before you have to do kind of one little larger adversarial mock focus groups ones.

And so we talk about styles, we’re really talking about ways of [00:15:00] presenting information. And we kind of already talked about doing opening statements. That’s a style. Just put your opening statement out there and ask questions. Or maybe just got a case that came in the door and you’re just going to give really quick snapshot of the facts and ask them what they think.

That’s the nice thing about focus groups when you’re doing it kind of in a free form style of, Hey, What is it that we want to learn? What’s the goal of the focus group? That’s where I always start when I’m planning. What’s my goal? What is it that I need to learn? What is it that I need to know? And what am I getting ready for?

Am I preparing for a deposition? Am I preparing for mediation? Am I preparing to file the case? My preparing for discovery. Okay. So all those things go into the planning of it and then creating that presentation style. Then of course creating the questions. Sometimes those questions are even more important than the presentation because you really want to make sure you’re planting good questions.

You’re asking good questions. Sometimes [00:16:00] just getting out of the way as well, depending on how. Talkative your group may be. There’s a lot of freedom. There’s a lot of movement and being able to set up focus groups and create different presentation styles. And that also gives you the ability to do shorter focus groups, meaning if you have one or two issues to do, maybe all you need is 30, 45 minutes.

Maybe you just need an hour. Maybe you’ve got kind of a little more complicated of an issue and you need to give more facts. The presentation needs to be longer. So maybe it needs to be an hour, two hours. And that’s also kind of the flexibility of Being able to, if you’ve got a smaller end case, then try to figure out how to do one in 30 minutes.

And that way, when you set up a focus group, you’re really looking at doing 4, 5, 6 cases. Hey, that’s really cost efficient to get all that stuff done in just 3 hours or 4 hours. One of the things that we’ll talk a lot about in future episodes is looking at the nitty gritty of how to set up focus groups.

And we’ll talk about the Zoom, doing virtual [00:17:00] focus groups, doing in person focus groups. What goes into the logistics of gathering people. Setting up how to keep a database of people, checking to make sure these are the people that say they are. And then also talking about how to create presentations and how to ask questions and what questions to ask.

And sometimes we’re probably going to take a good episode and talk about the things that can sabotage a focus group. And when I say sabotage, it could be secretly done. So we’ll definitely want to make sure that we help you with the how to, but also to avoid some of the easy mistakes to slip into because we’re advocates by nature.

That’s why we got into this. We want to help people, we want to be advocates and zealously represent people. And we kind of take that hat off for focus groups. So we will spend some time talking about that. We’ll also look at types of focus groups and how to fit those into different types of cases. So you, maybe you could take one [00:18:00] style and modify it for all the different types of cases that you have in your caseload.

We’ll also look at maybe specific types of questions that go with the Specific types of issues. And then naturally, I always love to interview other lawyers who have used focus groups in cases and we’ll talk to them about how they’re using focus groups. What was the problem that they had? How many did they run?

Was something that stuck out to them? And maybe either, you know, a helpful tip about gathering people or tracking people or how to organize all the data that you get after you do a focus group. And of course, we’ll always talk about maybe how to use the information that you get to Afterwards and program that plug that into the case and then how to plan for the next focus group after you run one if you’re going to do a series of focus groups.

So we’ve got a lot of really fun information and dialogue about focus groups coming up in this podcast. I hope that in this [00:19:00] episode, we’re able to kind of lay some real basic foundation about what is a focus group? Why are we running these things? Getting out of our old point of view and into a new point of view.

Learning about how to present to your jurors, but also what are you getting out of these focus groups from a high level, clarity, confidence, and certainty, how to run these things. I mean, what is the style of these presentations, which in my mind can feel endless and exciting, but I also know that can be a fearful for folks who haven’t started.

So like I said, I always want to have in my mind, this podcast is really a how to. Take things that you learn and go plug them in and set it up and try one of these things out. So, as we get ready for future episodes, we’ll definitely keep things in mind about how to’s for setting up, how to for presenting, how to for questions, benefits of virtual focus groups, benefits of in person focus groups, [00:20:00] and upcoming interviews with lawyers who have used focus groups in cases and getting a little how to from their perspective.

Well, thanks so much for joining and I hope that you tune in for future episodes about focus groups. As you know, this podcast is new and shiny and all support is greatly appreciated. If you haven’t done so, please subscribe on the Apple podcast app, Google podcast, Spotify, or wherever you listen, write a five star rating and review.

And if you could share this with other trial lawyers, you think would benefit. Thanks again.

Client Deposition Prep: Boosting Your Case with Your Client

Every case has a client and cases roll into litigation. This means there’s going to be a client deposition. This is a resource we have in every case. In this episode, we dive deeper into preparing your client for deposition, why this is important, and some of the things you can do to help your clients prepare better. 

Specifically, we’re breaking down deposition preparation into three large groups. We want to do the heavy lifting outside the conference room where the deposition will happen by spending enough time with our clients and having tough conversations about the case. 

Now, there’s a lot of different truth out there and people can paint their own truth (even if it’s not factually backed up). That’s why clients have to feel comfortable and understand what we mean when we say we want the truth and the truth will set you free. We want to focus on helping our clients tell the truth. 

That’s what deposition prep is all about. We want to make sure our clients are walking in with the right mindset and that they understand the right set of rules, what’s going to happen and why, and what everybody’s role is. We want to use the right tools and techniques to help them gain clarity of thought, thereby improving the trajectory of the case.

In this episode, you will hear:

  • How I got into helping people with their deposition
  • The benefits of spending time with your client in preparation for deposition 
  • What happens when we prepare clients for deposition
  • The mindset we want for our clients in regards to understanding the rules
  • Tools and techniques you can use to refresh your client’s memory
  • The power of roleplaying

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If you really enjoyed this episode, we’ve created a PDF that has all of the key information for you from the episode. Just fill in your information below to download it.

Supporting Resources:

Larrick Law Firm

Episode Transcript

Hello, Elizabeth Larrick here, and welcome everyone to this episode of Trial Lawyer Prep. This is a podcast for [00:01:00] trial lawyers with a focus on difficult cases, problematic clients, and taking those difficult and problematic cases to trial.

This episode, we’re going to drive a little deeper into preparing your client for deposition and how important that is and some of the things that we can do to prepare better in order to help our clients. This is an area that I absolutely have a true passion for and it really developed early on in my career, probably a little bit out of necessity.

Starting out as a puppy lawyer, pretty much that was the area that I was allowed to start off with, helping clients prepare for deposition but actually sitting with them as they go in to be deposed. I didn’t have a ton of guidance other than spend 30 minutes with them, go over documents in the case, and that’s pretty much what we do.

So I go in and I sit down with a client and we go through the experience and they come out mad and frustrated and I’m a little bit [00:02:00] bewildered because I’m thinking there’s got to be a better way to do this. I mean, think about it. Every case. So if there is a drain that is pooling and there are a few cases where their own unit has a client and cases are rolling into litigation and so that means there’s going to be a client deposition.

This is a resource we have in every case. So I’m bumming along. I feel like I’m striking out, not really helping these folks get ready for deposition, but these are not my issues. Total bombs. These are just inconveniences and things that aren’t really helping the case. So I find myself in a seminar and I’m there for depositions to polish up, learn the ways of how to take a deposition.

And during that time, I got pulled up on stage doing a role play. And this is when I met Mr. Don Keenan. He told me about this preparation template. And there were these DVDs you could buy and you could watch them. And I thought, great. So I immersed myself in these DVDs. There were nine hours of deposition prep.

Sometimes we have those DVDs [00:03:00] out there that give to a client, Hey, take this home, watch this. And it’s, this is a depo. And sometimes they show a few things, a lot of do’s and don’ts. This was actually nine hours of real preparation of different cases, different clients, super helpful. It’s more like. Watch this and gather what you can.

I did. And I really gathered up as much as I possibly could. And Mr. Keenan was super helpful in teaching me and continue to teach me in that. And that’s actually one of the things that I do with Keenan Trial Institute is teach witness preparation to other lawyers. But getting back to my story is that I take this back and I start using it with clients and I love it because they came out so much more confident, so much better.

They felt better about what happened. And I couldn’t quite see it at the time, but The things they were doing were helping the case. They really were. And so it was really helpful. And that’s just one of the things that I have [00:04:00] done is just keep doing this hours and hours and hours of sitting with people, learning new ways to talk to people.

And the skills that I learned from preparing people, the listening skills that I gathered, the ways to communicate with people, really went so far to help me with the rest of the areas of my practice as I got along in years and. saw things and again, I’ve always done plaintiff’s personal injury work. And so my eyes always are kind of fixed on what that model looks like.

Case comes in, sometimes it’s just happened, sometimes it hasn’t, but litigation and going through that process. But you know, most cases actually settle, they don’t make it into the courtroom. So a lot of the judgment of the case comes from deposition testimony. That’s why we as lawyers work really hard to take good depos, but we don’t always focus on preparing clients better for depos.

One of the things that opened my eyes was clients are really the [00:05:00] number one target. And a deposition is that place where it’s open season. They’re getting to talk directly to your client. There’s really not much you can do as far as helping guide the conversation. It sometimes can be difficult to sit through and there are a few things that So basically, there’s a bunch of different, you know, types of rules that are available as far as the rules, but what we really want to do is do that prevention work, do that preparation work.

And that’s what we do. And a lot of what we’ll talk about in this podcast is kind of take things apart as far as the differences and how we prepare them. What are the different facets of it? How does that translate into the case? How does that translate into the relationship that you have with your client?

But really what I want to look at today in this episode is breaking down a little bit of the preparation into three large groups. Also tag lining a few things along the way on our roadmap so that when we come back later on to really dive into client [00:06:00] testimony for deposition, we really can jump into those smaller areas of the roadmap.

Let’s talk a little bit about mindset for the client. They come in, they’re really not understanding 100 percent what happens. We live it, we breathe it every day. We know what’s going to happen next, what the questions are going to be like. And it’s really important for us as lawyers to understand What they think but how they think as well because that is really where there’s a big exploitation when it comes from defense council Asking questions and really being able to exploit false Assumptions that some clients have I would say probably one of the biggest false assumptions that I’ve heard clients can have is that we, as the lawyer representing them, can stop what’s going on, stop questions, or deflect questions away from them so they don’t have to answer things.

Because well, of [00:07:00] course, why not? That’s what they hired us for. That’s what they want is someone to be their advocate, to speak for them. This is the system that I work in as a lawyer every day, and not necessarily you, client. It’s sometimes really, really small things like that That can significantly help a client’s performance because once they grasp that, that’s not how it works.

It’s a question and answer. And my lawyer is just going to sit on the sidelines. And there are lots of different trains of thoughts about how some people prefer to be more aggressive, and some people prefer to talk along with the client. But my train of thought has always been Let’s do the heavy lifting outside the conference room where the deposition happens.

Let’s spend the time, spend the hours really diving into and making sure we’re having these tough conversations about the case, but also just these false assumption conversations to make sure we’re really walking in with the right set of rules [00:08:00] and the right set of expectations about what’s going to happen and what’s the purpose and what everybody’s role is.

Thanks. So we spend a lot of time talking to the client. I spend a lot of time talking to them about what they think and what they expect. And a lot of times what I hear is, well, I don’t know what to expect because I don’t know what I don’t know. But they do gather so much of our experience. If you think, Oh, well, my life experience is really limited only to what I have physically experienced.

That’s so not true. We gather experience from watching movies and reading magazines and the things that we’re exposed to that goes into our experience bank. So when clients tell me, well, I don’t know what I don’t know, but you do because you’ve been exposed to TV or movies or somewhere in there, some kind of impression, even just about lawyers that I want to know about.

Cause what if it’s negative or what if it’s totally a myth? Let’s get everybody on the right foot before we move forward, because that will [00:09:00] really get us in a good place to jump off from, because you don’t want to be coming in from behind trying to correct things along the way, because that causes more confusion.

So it’s kind of like playing a game. You know, if you’re going to play a game, you want to know what all the rules are and where everybody goes and what the whole target is. So setting the rules of the game correctly and making sure they understand just the roles people play, the rules. But sometimes also, what is it we’re really doing here?

What is the purpose? And what happens with this depo itself? Those are really helpful things to also help the client understand. One of the things that always comes up as well when we sit down for deposition is I always get so many more questions about the case itself. It’s almost like sometimes they kind of store it all up.

We may call and check in and how’s everything going and you know, we’re gathering things up for the case and they don’t always express those questions in those moments and I think it’s a lot [00:10:00] to do with focus. The deposition now brings the case, the lawsuit, very into focus for them. It is in the forefront.

It is now something that they must look at and deal with. And so all these questions pop up and I prefer to get all those out of the way again, before we kind of get down to the nitty gritty about the deposition, I just don’t want anyone to have any loose thoughts out there about what’s going to happen.

If they are having doubts about their case or worries about different things inside the case. Let’s handle those two before we jump into the nitty gritty. You don’t want to have any worry or naggy things out there. So that’s another thing that I always end up taking care of loosens if you will. One of the things that I like to do as well with prep is once we get things rolling, we’ve answered a lot of questions.

We’ve got our good mindset. We know what our rules are. We talk about lots of different tools and tricks to use to refresh their memory. I practice here in Texas a lot, but I do help folks across the U. S. in different places. And what I have found is there’s [00:11:00] one really pretty universal thing, which is time.

It takes a long time that the date of their injury until they have a deposition, I mean, two years, three years, sometimes people even are waiting four years and that’s not necessarily because of the faults of the lawyer. Sometimes that’s just the court system that we work in. It just takes a little bit more time.

In that time, memory fades. It’s totally natural for that to happen. So I try to use some different tools, visualization techniques where we’re writing on these giant notepads or if we’re on zoom or use share screen to write down what they’ve got and visualize it. Sometimes people, they don’t do that.

This is not something that they sit down and think a lot about. It’s a massive event that happened to them. And even if we’re not talking about personal injury, let’s just talk about business or even family law. These are huge life events that have brought them here and they don’t really spend a ton of time organizing their thoughts or organizing their [00:12:00] memory when it comes to that.

So this again is a great place for us to do that. It’s a Perfect opportunity. This deposition is bringing everything into focus. So let’s do this work with them because refreshing that memory, going over these things, organizing them in a fashion that meets with what the questions will be will make it significantly easier inside the deposition, but clarity.

One of the biggest stumbling blocks sometimes for clients is clarity of thought. They get in the deposition and they’re trying to remember things. They really want to answer these questions correctly. They really want to try, but they haven’t thought about it. So they’re just scraping through to try and figure it out.

And then there’s a lot of energy that comes into that memory recall and. Maybe it’s there, maybe it’s not. Let’s do all that before we get into the deposition. Part of that comes with reviewing documents, but a large part of depositions don’t have anything to do with documents. And even if I were taking a deposition as a lawyer, I would want to know what’s in their memory versus them [00:13:00] looking at documents to try and refresh your memory.

So lots of different ways we can help them organize their files. facts, right, by using some tools. And the third big part of helping a client prepare for deposition testimony would be role play. This is a great tool that tons of people are using. Totally encourage you to keep using it. There’s so many fantastic ways to use it.

One of the ways that I love to do it, and now that we have Zoom and so many people are like, Oh yeah, Zoom’s so easy. It’s super easy for me to jump in and help somebody do a role play. We do a short and sweet and 30 minutes and we just hit the hard stuff. And then I hand the client back over or hand the person back over to their lawyer.

But having that experience. Uh, and um, uh, indirect, indirect indirect, uh, direct largest, uh, um, uh, uh, small, Um, and uh, uh, it’s, it’s, uh, it’s, it’s easy. It’s very easy [00:14:00] to go to a legal aid company and say, here’s how I’m going to treat, here’s Testimony Then I’m going to go after that because role play really is to put the pressure on, give them a true look at what that deposition is going to be.

And if you do role play, that’s just the simple stuff that really creates false confidence because if things don’t match up, they get in a deposition and things are just not matching up. It’s so much harder. And all of a sudden it’s a surprise. We really, really don’t want surprises because then that’s when you start to really try to find answers.

And sometimes you may create answers and we never want anyone to create an answer anywhere. So role play can be super helpful in creating that. Very short, like I said, 30 minutes snapshot of really, really difficult questions about the case. And role play also [00:15:00] really gives you a good idea as the lawyer about how clients react under pressure.

How are they going to deal with this person who is asking a really hard personal question, But maybe their tone is just really flat. They just really don’t care. They’re just reading a question off a piece of paper. That’s hard. Emotionally, we want to have an exchange. It’s a conversation. And when there’s not emotional feedback, you have to really rely on yourself and feel really confident in yourself to keep going, keep answering that question.

That’s a good look when we’re doing role plays to practice that look of a lawyer asking questions, being very flat, very blank or questions where maybe there is a little bit of tone in there. That’s great. We want to practice all those different things. If we really want to gear up how we’re using role play, we’ll do research and we’ll go find depositions and actually pull questions and put it in front of the client so that we’re making sure that [00:16:00] they feel comfortable with those questions.

We always want the truth. That’s one thing I don’t ever want anyone to feel like we’re trying to pull you away from the truth or from the wonderful thing that the truth is. However, just arming your client with advice. Just tell the truth. In these days, Truth is kind of a little bit unethical because the way that we work now, there’s a lot of different truth out there and people can paint their own truth, even if it’s not perfect.

Factually backed up . That’s not how the legal system works. And we really wanna make sure that our clients are comfortable and they understand what we mean when we say we want the truth and what it means when the truth will set you free. And that’s great. We, that’s what we really wanna focus on, is helping them tell the truth, and that’s what deposition Prep is about, helping.

A lot. Like we talked about first, let’s get the rules out there. Let’s talk about the mindset. What do they understand and how do they understand it? Let’s [00:17:00] use some tools to refresh their memory and go through different pieces of stuff that it’s been a couple of years. Let’s refresh that stuff, get it back out there.

And then also let’s use role play as a fantastic tool to give them an idea about what it’s going to be like when it is game time. These are really broad overviews of a way to prepare somebody, but what do we gain if we spend this time, right? One of the things I always like to do is have my preparation time with my clients over at least two different days because what I have found Um, and so what we’ve found is once we start to rummage back through that memory and pull things back out, so much more starts to unpack and so much more starts to unfold.

And it’s such a great process. And you lose that if you just do everything in one day, because having that reflection time really helps the client be able to pull things out, analyze it. Like we talked about, visualize it with some lists or even just putting it up so they can see, you [00:18:00] know, really what it is.

That happened during that time frame and how it really impacted them. So we take this time, we spend the hours, maybe it’s two separate days, maybe ends up having to be three days, just depending on scheduling. And what is the benefit? Clients are in every case, deposition of our client happens in pretty much every case.

What do we get when we spend this amount of time with our clients? Well, one is they’re going to have clarity of purpose, clarity of thought. They’re going to have testimony that’s not confusing, that’s clear. And they’re not going to remember everything, but they’re going to have so much more at their front of their minds to be able to access to answer questions.

You’re going to find that another benefit is they really step into the shoes of telling what’s happened and feeling empowered to speak up for themselves. That is such a valuable benefit because [00:19:00] most lawyers are not expecting clients to come in there and knock it out of the park. They’re expecting people to do the usual, I don’t know, I don’t remember, this is what I know.

Your person’s at fault, or I didn’t do this, or whatever the question may be. They’re not expecting people to come in and explain and have stories and examples of what happened or have details about different things because they refresh, they sat back down and they went back through that step by step.

What happened? That means when it’s in black and white, it goes into that memo, into that report and over to that decision maker, whoever that may be in the case. Maybe it’s insurance carrier. Maybe it’s somebody else in the firm, but it’s there and it can’t be ignored. And that’s a huge benefit to the case because you always want to have a client who is a strong advocate for themselves.

I hear some cautioning voices out there like not too strong. You know, we want people to be steady as she goes. And of course, that’s one of the things, too, we really talk about is how to [00:20:00] manage our emotions when we’re in a deposition because a lot of people really worry about their emotions getting the best of them, whether it be anger or whether it be sadness and tears.

That’s another one of those things that could be a surprise if people don’t talk about it and get it out. Have it in the prep room, you know, have that safe space there versus in that deposition and somebody’s caught off guard. So these benefits of talking with your client, spending this amount of time, one of the things that I have seen is the relationship you have with your client has just gone to a whole new level.

And the amount of trust and bonding that happens is so significant that months may go by and you guys have to make a difficult decision in the case. Maybe it’s settlement. Maybe it’s trial. Maybe it’s making decisions about who will testify and who won’t and that trust. That bond comes back and they get it.

They understand and they trust you as a lawyer to make that decision because they know that you have their best interest at [00:21:00] heart. You spent so much time to know their heart that they totally trust you to make the decision that’s best for the case and for them and most of the time their family. We have this amazing opportunity in every case to spend time on a deeper level, getting ready for deposition.

I really encourage everybody to take a deeper stab at it. Some of the things that, some of the skills that have really come from my preparation work is listening. I’m a way better listener. Taking a pause before I interject my thought. Digging deeper on a thought. Asking someone to tell me a little more, how do you re say that, has really, leaps and bounds, helped me in every other facet of what I do, especially.

And trial work, talking to a jury, or even talking to somebody on the stand, talking to defendants, taking other depositions, has significantly helped me, and at the same time, I get the experience of all those wonderful people that I’ve helped and [00:22:00] prepared, and their lives, and the things that they’ve gone through have definitely become a repertoire of experience that I have as well, so that’s definitely helped me as far as, talking to other people, talking to strangers, talking in focus groups to people I have no idea who they are, what their background is.

It makes you so much more curious and that’s one of the things you’ll probably hear me talk a lot about is let’s be curious first. Let’s not jump to a conclusion. Let’s not jump to assumptions about people. Let’s just be curious and let’s ask questions and try to understand a little bit better before we maybe jump to an assumption about, Oh, they have this belief or, Oh, they’re not telling the truth about this particular thing.

Let’s just get to the bottom of it and understand a little bit more before we come to a conclusion or, or make a judgment about something. So we’ve talked a lot about deposition preparation. We talked about mindset, but And talked about having some tools to help organize and to refresh memory plus role play.

And we’ll take each of those topics separately in [00:23:00] different episodes, but I just want to give a larger overview about client deposition. Now, if there’s something that you have a particular question about, or maybe you’re struggling with a particular client, like please, uh, shoot us a note, shoot me an email and we’ll make sure that we cover it in episode.

But for now, thank you so much for tuning in. I will catch you on the flip side, as you know, this is a brand new podcast and I would love if you could follow me on your favorite app, whether it be Apple or Google or wherever you listen to podcasts, write a review or leave a five star rating. Also, if you could share this with your lawyer friends, that would be great.

Awesome. Thank you.

What Will You Learn on Trial Lawyer Prep?

In this episode, we are going to dive a little deeper into what this podcast is about and how it will serve you. 

As a solo practitioner, it can be difficult to actively talk to your audience while getting legal work done. Part of a lawyer’s work is to write extensively (think emails, letters, motions, briefs, etc). By the time you’re writing a marketing piece such as a blog for your website or a marketing email, you’re pretty well spent. Plus, the tone is a little different. 

I tried to hire folks to do copywriting but it never really sounded authentic to me or to the voice that I wanted. I started blogging which was great but, again, I was struggling with consistency. This went on until my friend, Ernie, suggested I start a podcast. 

Being someone who loves listening to podcasts, I thought podcasting would be a great platform to deliver short, digestible information and practical ethical tips to help you with case preparation. At the end of the day, my goal is to help you get connected with your client and jury by polishing up your skills for the courtroom. 

In this episode, you will hear:

  • Podcasting vs. blogging
  • What to expect from this podcast
  • The kinds of topics we will cover
  • Types of interviews and guests that will be in our future episodes

Subscribe and Review

Have you subscribed to our podcast? We’d love for you to subscribe if you haven’t yet. 

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:

Larrick Law Firm

Law Firm Autopilot with Ernie

Episode Transcript:

Hello, Elizabeth Larrick here, and welcome everyone to this episode of Trial Lawyer Prep.

This is a podcast for trial lawyers with a focus on difficult cases, problematic clients, and taking those difficult and problematic cases to trial. This episode, we are going to dive a little deeper into what this [00:01:00] podcast is about and how it will serve you. I wanted to start a podcast for a few years, but I never seemed to get the idea very clear about what I wanted to talk about or really what I wanted to do.

And things came into a little bit clearer picture for me when I talked with another attorney, Ernie, the attorney who runs law firm autopilot podcast. Ernie and I had a great discussion about the difficulty as a solo practitioner to actively talk to our audience, but also get legal work done. As lawyers, we write extensively in our work.

Think emails, letters, motions, briefs. By the time it comes down to writing a marketing piece or a blog for your website or marketing email, you’re pretty well spent. Plus the tone and the audience is a little different. And again, as a solo, I tried to hire folks to do copywriting, but it never really sounded authentic to me or to the voice that [00:02:00] I wanted.

So I started blogging, which was great, but again, I was having a difficult time being consistent. Then here comes Ernie. Why not do a podcast? Aha. Yes. Thank you, Ernie. For me, learning is second nature. If I’m not learning something, I feel like I’m behind and I personally love the podcast format for me. As far as listening, I really enjoy reading and attending webinars and seminars, but time wise I can find it hard to squeeze all those in.

So I gravitated towards podcasts when I drive for my daily commute, short, digestible, just enough information to be dangerous, but unlike a blog, I never was a blog reader. I never really. Got into that, mostly books is what I read. So podcasting seemed like a really natural fit for me. So I want to say a big thank you to Ernie for this great idea.

So I got my idea, but really wanted to understand why, why start this [00:03:00] podcast? This idea of. Spreading really applicable how to ideas to other lawyers who are struggling with difficult cases. And it just came back to me as a solo, what do I do to find out information? How do I solve a problem in a case that, you know, at the time we kind of get sucked into this like.

It’s psychosis of thinking we’re the only ones with this super unique problem. But generally somebody out there probably had this problem before, but how do we find that answer? And most of the time seminars are great, but they focus on kind of bigger projects or bigger ideas. Sometimes they only focus on the law, not really application.

So here is this podcast to help with applicable. Practice tips for cases, there are tools that I use, most of these tools are because I had to figure out a way to do them myself so that I could save money and couldn’t necessarily hire somebody, but it was also working up difficult cases, cases that other folks necessarily didn’t [00:04:00] take.

But I took. And so I really want to have applicable, hands on, how to conversations with other trial lawyers. And so that’s what we’re going to try and do in this podcast. Specifically, we’re going to be looking at tools for testimony, case strategy, focus groups, analyzing jurors, trial tactics. But I always want to mix in conversations with other trial lawyers who’ve actually used these methods in cases and saw success.

We always want to keep our goal in mind to be connected with your client and connected with the jury, but polishing up our skills for the courtroom. So what can you expect? In this podcast, we’ll be doing some episodes on individual tools to improve case preparation, thinking about how to use focus groups, different focus groups, styles, when to run focus groups, looking at our client.

How can we help them prepare better? How can we get them ready for mediation for trial? [00:05:00] Also just. The long term when it comes to dealing with clients in cases that generally stretch longer than we ever anticipate, especially now in our post COVID era, things are very delayed. Also how to on case strategy, developing a plan early.

How to implement that plan along the way. We’ll also have episodes with interviews from trial lawyers who prepared tough cases and had tough trials and how they’re using things and what worked for them, what didn’t work for them. The focus is always going to be to be behind the scenes, to see the way the sausage is made.

And also of course, being open to any questions and topics that You, the listener want to hear. We’ll also have episodes containing interviews with professionals that assist trial lawyers. And there’s a lot of professionals out there that really help trial lawyers in a variety of ways. And we’re not really talking about expert witnesses.

We’re really going to be talking about folks who have developed businesses to help [00:06:00] trial lawyers perform their best in the courtroom. These could be professionals who specialize in visuals. To visually communicate to the jury or the judge, or sometimes even that insurance adjuster. Professionals who specialize in speech and voice.

Again, to hone those communication skills for any kind of case event you may have. Not just trial, but mediation, even vital motions, or hearings are super important with how we communicate. But again, all the goal of our episodes to provide practical, applicable tips for case preparation. At this point, a rising tide lifts all boats.

We’re in this to get better. A part of what I do on a daily basis is serve my legal community, either through volunteering with trial or association or a teaching with Kennan Trial Institute, and that’s just what we want to do with this podcast is pass these things along to you and also bring any episodes to you that you want to hear from.

I appreciate you listening. Thanks again. As always, this is a bright and shiny new [00:07:00] show. So if you could subscribe on your favorite podcast app, Apple, Google, Spotify, or wherever you listen, write a five star rating, maybe review, leave me a question, or as always, share it with your lawyer friends who you know, who may be struggling with something specific or with better ways to prepare.

Thanks again.

Let’s Start the Journey – Introduction

What if you could hang out with trial lawyers and jury consultants, ask them about connecting with clients and juries more effectively, and then take strategies, tactics, and insights to increase your success? 

That’s what we do here each week on Trial Lawyer Prep. This is a podcast for trial lawyers with a focus on difficult cases, problematic clients, and taking those difficult and problematic cases to trial. Every episode is an in-depth look at how to regain touch with the everyday world, understand the emotional burden of your clients and juries, and use focus groups in this process. 

Our goal is to help you connect with juries and clients so you can improve your abilities in the courtroom. This podcast is going to be about preparing cases step-by-step while always keeping an eye on the jury trial. 

We will be giving you the tools, strategies, tips, and techniques in preparing cases to help you get in the trenches while also bringing the fun back to the practice of law and, more importantly, to help you sleep better at night. 

In this episode, you will hear:

  • About the podcast
  • About the podcast host – my journey through the practice of law

Subscribe and Review

Have you subscribed to our podcast? We’d love for you to subscribe if you haven’t yet. 

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Supporting Resources:

Larrick Law Firm

Episode Transcript:

Hello, and welcome everyone to the first episode of Trial Lawyer Prep.

This is a podcast for trial lawyers with a focus on difficult cases, problematic clients, and taking those difficult and problematic cases to trial. I am Elizabeth Larrick. I run a law firm practice in a legal consulting business in [00:01:00] Austin, Texas. As we begin this podcast journey together, I wanted to do introduction of how I got here to this present point of podcasting about being a trial lawyer.

We all start somewhere and it’s the journey, not the destination that creates us into the person, the lawyer that we are. It’s great to read about a jury verdict, a fantastic result, but it’s the behind the scene facts and investigation and case building that I want to know about as a lawyer. And that’s really what this podcast is going to be about preparing cases, the step by step, but always keeping our eye on that final sprint of a case.

The jury trial. I went to law school with the goal of helping people navigate the legal system. Law school is mildly helpful at pointing in the direction of your career, but all in all, law school is. Mostly getting you to graduate, pass the bar, and then releasing you into the wild. Before law school, I knew I wanted to help.

I wanted to work with people and be in the courtroom. Law [00:02:00] school and internships guided me into three broad categories. Criminal law, civil, personal injury law, and civil family law. One of the most important parts was finding a job that would teach me to actually practice law. I graduated university at Oklahoma Law School and started the search.

I was very lucky to land my first job at a personal injury law firm representing only injured folks, plaintiffs. Within the year, I was able to help on a jury trial, and every year after, getting into the courtroom for one or two jury trials. I was learning a ton about the practice of law and the business side as well, thank you Mr.

McIntyre, but I felt a big tug in my heart to return to Texas, to get closer to family. So after three years, I packed up and headed to Austin, Texas. I landed in a small firm, but eventually again, felt that tug in my heart to go out on my own. Thus, Larrick Law Firm was born in 2015. Then shortly after [00:03:00] opening my own shop, I jumped into an amazing opportunity for hands on trial experience.

A fellowship opened up with Mr. Don Keenan and the Keenan Law Firm, where I could join in work up cases, and even join trials across the country. So for about a year, I juggled my law firm and also flying out every month to Florida or Georgia or whatever state we were going to be trying cases in to be a part of the Keenan Law Firm.

In my fellowship, I tried cases in Kentucky, Washington and Nevada, sometimes lasting even nearly three weeks long. Plus, during the trials, we would have case workshops where we work up cases, we would run focus groups, and all in all just build cases up to go to trial. This particular framework is what I took back to my law firm and I use today.

I finished my fellowship exhausted, but excited. I get back to Austin and I just start working at my cases and start [00:04:00] doing some focus groups with local lawyers here. As a solo keeping costs efficient was vital, but I really loved doing focus groups. And eventually that love showed through and other people started asking me to do their focus groups.

And so I really enjoyed doing that. Doing those and of course, still do those today. And we’ll talk a lot about that in the podcast and the jump for me to prepare clients for deposition or for trial. This was one of the biggest turning points for me in my work was finding a way to help clients prepare for deposition.

And I came upon a continuing legal education seminar for depositions. As a puppy lawyer, brand new lawyer, my role in the firm was to take clients to their deposition, make sure things went well. And they generally did, but I found a pretty big dissatisfaction in my clients after they finished. So back to the CLE seminar that I go in for depositions, because I want to learn to take depositions.

But along the [00:05:00] way, I was asked to come up on stage to role play. And I had to play a client instead of playing the lawyer. And it really opened my eyes to that feeling that they get to that panic, not knowing what to say, but yet all in all knowing that the person across the table is just basically trying to get you.

I walk away from the CLE seeing this huge problem, but also getting a template. I’m working the CLE particulars put in by Mr. Keenan. And I got to know Mr. Keenan, and he has a witness prep template that I use parts of, but also that I teach. He has a Keenan trial institute that I teach with every year, and actually am part of putting together the client prep for depositions.

So flashback to Puppy Lawyer, get this great template, start using it, and it’s a try try, try, try, and as I go along I’m seeing a little bit of success, but fell deeply in love with the process and saw how clients were [00:06:00] transformed into these really confident, authentic people that told their story and And left feeling good.

And that’s really what I wanted was to help people in this weird process of the civil legal system. That’s something I really gravitated towards and have fine tuned and fine tuned. And again, this is something that people have asked me to do for them because maybe it’s not something they really want to do.

Maybe something they don’t have time for, or maybe they have a particular problematic client. And that’s kind of where it just became a very natural fit for me, which then rolled into focus groups. Because I learned how to listen, I wanted this feedback, and to get out of the way, listen to what people are saying, and roll it into case preparation.

Long story short, a few years later, and here we are in this podcast, to talk about these tools, to talk about strategy and planning, lots of tips and techniques in preparing [00:07:00] cases that we want to help you with. So, I’ve spent my legal career as a plaintiff’s personal injury lawyer. I love what I do. I love helping folks when they’re at their lowest.

I love being their voice, but wow, this field can wear you down. It can frustrate you and mostly just exhaust you. It’s a huge roller coaster, highs, super high and low, super low. And there became points where I just really struggled with keeping up the law firm and having a lot of motivation and that’s really where I found these focus groups and helping people with deposition really brought me back up right on that roller coaster ride.

So for me, I want always to learn more about how to do my job better. I’m always looking for reading a book or seeing a seminar and these are great, but occasionally I just really want how to solve this problem. Uh, and as trial lawyers, we really want to prepare from the start. [00:08:00] going into that courtroom.

And naturally, most of our CLEs and continuing education doesn’t really focus on the super hard cases. We see the best of the best. And so what I want to do with this podcast is really get in the trenches and really work on how to bring fun back to the practice of law and more importantly to help you sleep better at night.

So I’m excited to start this podcast and I appreciate you joining me. As you know, this show is brand shiny new. This is episode number one and any and all support is greatly appreciated. If you haven’t already done so subscribe on your favorite podcast app, maybe Apple, Google, Spotify, wherever you listen, write a five star review, and if you could just share it with other lawyer friends and folks that you know, that may be struggling with the case.

Thanks so [00:09:00] much.

Welcome to Trial Lawyer Prep

What if you could hang out with trial lawyers and jury consultants, ask them about connecting with clients and juries more effectively; then take strategies, tactics, and insights to increase your success? That’s what we do each week on Trial Lawyer Prep. Hosted by Elizabeth Larrick – experienced trial lawyer, trial consultant, and founder of Larrick Law Firm PC in Austin, TX – every episode is an in-depth look at how to regain touch with the everyday world, understand the emotional burden of your clients and juries, and use focus groups in this process. The goal is to help you connect with juries and clients in order to improve your abilities in the courtroom.