4 Simple Tips for Successful Client Preparation

As a trial lawyer, you probably know what goes into client preparation like the back of your hand but there could still be things missing in your process that you wish to improve on. 

In this episode, I’m going to discuss four simple advice tips for successful client prep. These are simple yet sometimes overlooked, tried and true tips for nearly every single client and every single case. 

These are small things you don’t want to miss during client preparation so you can learn more about the client, have an easier time preparing the case, and have more success at your client depositions.

In this episode, you will hear:

  • Why you should prepare the client alone
  • The pitfalls of preparing people together
  • Giving the client homework before the first client preparation session
  • The importance of creating timelines together and making them interactive
  • Breaking down the client preparation into two sessions

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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.

Supporting Resources:

Got a suggestion for an episode? Question to ponder? Email Elizabeth Elizabeth@larricklawfirm.com

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 businesses and impact the world.

Find out more at https://emeraldcitypro.com

Bonding v. Preparing a Client for Deposition

Bonding versus preparing a client for deposition are two things that we are told we need to do as trial lawyers to set ourselves up for success. Indeed, both are vital and important parts of client interaction, but where do we draw the line between the two?

Sometimes, when you’ve already built a solid relationship with a client, this can be difficult to separate. But bonding and preparing a client for deposition are two different things. They serve different purposes. Bonding is taking a separate interest in our clients, outside of the legal matter. It’s as simple as asking clients about their families or sharing a common interest. You could also be sharing with this person about yourself or other family details. It’s an important part of any relationship because it helps establish rapport with people. Conversely, preparing a client for deposition is a highly focused training and coaching task that involves things like teaching the client what to expect. 

In this episode, we’re going to talk more about how they’re different and what you can do to resist the urge to bond with a client so you can bring it all back to the main task of preparing them for deposition. 

In this episode, you will hear:

  • How small talk sets you up for success
  • Your specific tasks as you’re preparing your client for deposition
  • Things you have to do during preparation, which you never do when bonding
  • Resisting the urge to move into the relationship-building mode

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:

Influence by Robert Cialdini

How to Win Friends and Influence People by Dale Carnegie

Email me: elizabeth@larricklawfirm.com 

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 businesses and impact the world.

Find out more at https://emeraldcitypro.com

Using Documents in Client Deposition Preparation: How to Decide

Every witness gets asked about what documents they used to prepare. As lawyers, we have to be on the front end of things before meeting the client. This week, we are going to continue our two-part series on how to decide what documents to use in deposition prep. 

Whether it’s personal injury, an employment issue, or a business dispute, cases involve dealing with a ton of documents. Depending on the type of case, think about tens and thousands of medical records, employment files, or email communications. 

As a lawyer, all this can get super overwhelming. Therefore, having a good organization of these documents is definitely a must. The sooner you can start organizing cases, the better. You’re able to better prepare yourself for events such as hearings, depositions, and mediation. 

In this episode, you will hear:

  • Two sets of documents you need to prepare
  • Creating a list of “must” documents
  • The importance of preparing visuals
  • Documents in the case that are already discoverable
  • Asking how a document can help or hurt 
  • Looking at the 30,000-foot view of helping them

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:

Comments? Questions? Please email me: elizabeth@larricklawfirm.com

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 businesses and impact the world.

Find out more at https://emeraldcitypro.com

My Journey to Witness Coaching

In this episode, let’s take a backtrack to reflect on how I got to this whole spot of podcasting. I’m also sharing lessons we can all take away and use in witness preparation and coaching.

Witness coaching may sound negative because you might think you’re just coaching them on what to say. But try to look at this in a different way and turn this from a different angle. Witness coaching is really about seeing things that the other person can’t see that they’re doing. 

Additionally, an overconfident witness can end up getting tripped up really quickly on a cross-exam. And so, we want to be able to prepare people and coach witnesses to do the best they possibly can.

In this episode, you will hear:

  • My journey as a trial lawyer in depositions
  • My memory of having to testify in a restraining order hearing at 17
  • The importance of witness coaching

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:

If you have questions or a particularly challenging client preparation, email Elizabeth directly for assistance: elizabeth@larricklawfirm.com.

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 businesses and impact the world.

Find out more at https://emeraldcitypro.com

Using Documents in Client Deposition Preparation: What to Know

In today’s episode, we are going to focus on documents in deposition preparation, focusing on clients, not experts. This is an important but highly ignored topic, mainly because as lawyers, we have easy privileges and we don’t get any pushback. However, there may be situations where it’s a really close call. 

No matter where you are in terms of knowledge on this topic or even experience, this is a good refresher because we’re looking at situations and cases that are involving volumes of documents. Think about a business dispute, a personal injury case, or lots of medical records. Think about an employment case where there’s a huge volume of employment files to go through. 

Traditionally, when we’re getting ready for deposition prep, we’re going to use documents to help refresh the client’s memory. Generally speaking, several months or even years can lapse in these lawsuits before the deposition comes around. We want to specifically show pages to the client because we know that they’re going to be scrutinized over what’s in the documents. And so, we want to review them because document questions can be tricky. 

In this episode, you will hear:

  • The importance of reviewing documents for deposition preparation
  • The role of the lawyer-client privilege
  • The communication piece of the lawyer-client privilege
  • The work product piece of the lawyer-client privilege
  • Determining whether it’s worth the fight

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:

For Texas lawyers:

Lawyer-Client Privilege Texas Rule of Evidence 503

https://casetext.com/rule/texas-court-rules/texas-rules-of-evidence/article-v-privileges/rule-503-lawyer-client-privilege

Work Product Privilege Texas Rule of Civil Procedure 192.5

https://casetext.com/rule/texas-court-rules/texas-rules-of-civil-procedure/part-ii-rules-of-practice-in-district-and-county-courts/section-9-evidence-and-discovery/discovery/rule-192-permissible-discovery-forms-and-scope-work-product-protective-orders-definitions

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 businesses and impact the world.

Find out more at https://emeraldcitypro.com

Elon Musk and Deposition Pressure

Today, we talk about deposition pressure, specifically, this real-life example of the “Elon Musk vs. Twitter” lawsuit.

Just to give you a little backstory, Elon Musk was supposed to buy Twitter, and then he decided to back out in July which prompted Twitter to file a lawsuit. On October 6, Elon Musk was scheduled to face a deposition, and then all of a sudden, a letter comes across from Elon Musk’s lawyer over to the other side, saying that he will follow through. He will do everything in the agreement, as long as they can stop the lawsuit.

This is a perfect example of how deposition pressure can make people stop and just want to end things quickly because they don’t want to face it.  

It’s always a risky proposition to walk into a deposition, and that pressure can cause anybody to crumble – even a billionaire like Elon Musk. Therefore, preparation is key, no matter who you are. 

In this episode, you will hear:

  • How Elon’s letter disarmed Twitter
  • Why Elon decided to stop the deposition
  • The pressure that could come in a deposition
  • Why rules and their enforcement are helpful for everybody
  • Why preparing for deposition is very important

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:

Here is a link to a short but brilliant analysis of Elon Musk deposition pressures: https://overcast.fm/+XutRyCFsg/01:2

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 businesses and impact the world.

Find out more at https://emeraldcitypro.com

Laurie Koller & Her Favorite Part of Trial: Voir Dire

Jury selection: either trial lawyers hate it – or love it. Although many trial lawyers are afraid of it, jury selection never gets old. You will be getting different stories, different personalities, and different answers each time. But it takes a lot of practice to get better at it. The skills required for it are learned, practiced, and honed for hours and hours.

Today’s guest, Laurie Koller, a practicing lawyer for 31 years now, shares her experiences doing jury selection and the things she loves about it the most. 

Laurie talks about the importance of running focus groups in jury selection as well as the benefits of hiring a voice coach. She also talks about the book that she co-wrote with Rena Cook, called Her Voice in Law, which teaches vocal technique, especially for women in the courtroom.

In this episode, you will hear:

  • What it was like going through the pandemic in Oklahoma
  • Her experience working with David Ball
  • The benefits of getting a voice coach
  • The importance of having awareness of time
  • Tips for running focus groups in jury selection
  • What you can do to get better at jury selection

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:

Laurie Koller

Laurie@kollertriallaw.com 

https://kollertriallaw.com/about-koller-trial-law/

 

Her Voice in Law by Laurie Koller and Rena Cook

https://www.americanbar.org/products/inv/book/393310705/

 

Rena Cook https://myvocalauthority.com/about/ 

 

Lexlee Overton https://mindoverlaw.com/about/ 

 

Theater for Trial by David Ball and Joshua Karton

Episode Credits:

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

Live Replay: Focus Groups and Mediation

Focus groups before mediation? As trial lawyers, we all want clarity and certainty in any given case and focus groups can help provide those even as you’re preparing for mediation. 

Whether you settle, which is great, or you don’t, you’re still going to have this great information from running a focus group. It’s going to help boost the case value as well as your confidence in your case and how you’ve put it all together.

If you really want to wait until after mediation to run focus groups, that’s fine. But just know that if you’re preparing for trial, you can’t just run with whatever theory you have. You have to test out different theories in order to make a strong case. With a focus group prior to mediation, you have the advantage of testing out theories, giving you a leg up.

In this episode, you will hear:

  • The benefits of doing a focus group before mediation
  • Examples of scenarios people run focus groups before mediation
  • The need for a neutral moderator
  • The exchange value of running a focus group 

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:

Question? Comments? Please email: Elizabeth@larricklawfirm.com 

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

Quick Tip on Using the Jury Questions in Trial Prep

One of the ways trial lawyers can prepare people for trial is the jury instructions where you basically look at how your client can help the jury answer the questions. Now, it doesn’t matter what level of intelligence or understanding a client is. That’s just the way a trial goes. 

The questions that the jury is going to have to answer should always be the target. This way, you can help the client focus and narrow down on the information that they can help the jury with.

In this episode, you will hear:

  • Looking at how the client can help the jury answer the questions
  • Identifying which questions should be answered
  • Recognizing what they can bring to the jury that’s unique
  • Sitting down for trial prep in-person

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:

If you have questions or a particularly challenging client preparation, email Elizabeth directly for assistance: elizabeth@larricklawfirm.com.

Episode Credits:

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

Times are Changing, Are you Ready?

Times have changed. And after the pandemic, things have shifted yet again. The question is, are you changing with the times? Are you preparing your clients in the best way to make it easy and simple for everyone involved?

There is currently a huge push into mediation, not trial. In fact, the whole thing about “saving on costs” has gone out the window. But what didn’t really shift is the trial lawyer’s mindset on the client’s day in court. Along with that shift was the “OG” style of preparing a client or a witness for a deposition. Depositions are where major decisions are being made so you have to work smarter around that. 

Today, we are going to delve more into this huge shift in personal injury practice, particularly, from a trial-focused practice to a mediation-focused practice. You will also learn about the history of mediation, and how it crept into what we do as trial lawyers in the personal injury realm. 

Whether you’re preparing for mediation or trial, it’s time to step up and make sure you’ve got all your bases covered.

In this episode, you will hear:

  • The history of mediation practice
  • The shift to mediation is one of the biggest hammers for trial lawyers.
  • The OG style of deposition prep
  • How to get through without damaging your case
  • Giving a list of don’ts
  • Depositions are the battleground.
  • The importance of breaking up your prep and giving enough time to your clients

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:

If you are curious you can learn more about court statistics at: https://bjs.ojp.gov/topics/courts 

If you have a question or a suggestion for an episode, please email me: elizabeth@larricklawfirm.com 

Episode 44: Using Deposition Objections as a Band-Aid 

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