by Ken Lopez Founder/CEO A2L Consulting As the first quarter of 2017 comes to an end, I have had the occasion to reflect on the origins and the success of the online publication that you are reading, The Litigation Consulting Report. In six years, I've watched as this publication grew from nothing at all to a subscription list that includes more than 9,000 members of the legal community (here's a free subscription link: http://a2.lc/trialtips). I am pleased and amazed to see that there are more than 300,000 visits to this blog annually. Periodically, we try to help organize the articles we publish by highlighting those "voted" best by your readership. By “voted,” I mean the articles that readers choose by reading them the most often. Readers “vote” with their computers, tablets and phones. Some articles are read thousands of times per day, and I find that remarkable. I want to highlight the top 10 articles from this quarter, in order, with the one marked as #1 being the most read article published this quarter. Interestingly, while the subjects of these articles range across various areas of our litigation consulting practice, those focused on storytelling in litigation are consistently at the top of our quarterly lists. Although we are not the only people who talk about storytelling as a fundamental element of persuasion at trial, we have been doing so for a long time, and we have marshaled scientific evidence in support of our conclusions. Please use the social sharing buttons to tweet out articles or share on your LinkedIn account: 10. Using Litigation Graphics in Bench Trials: How Different Is It From Jury Trials? 9. Still Think Persuasion is About Talking While Showing Bullet Points? 8. How to Get Great Results From a Good Lawyer 7. The Key Elements of a Good Narrative at Trial or Anywhere Else 6. 2017 Will be a Great Year for (Most Types of) Trials 5. 3 Excellent Ways to Use Top-Bottom Timelines in Trial 4. NITA Experts Agree: Jurors Want Lawyers to Show, Not Tell 3. The Value of Storytelling: A Current Case in Point 2. 7 Habits of Great Trial Teams 1. Three Top Trial Lawyers Tell Us Why Storytelling Is So Important
Timelines are a frequently used, time-honored trial technique that we have discussed in these pages more than once. Since human beings like to focus on a story – what happened first, what happened next, and so on – timelines have the power to summarize, in a simple and straightforward way, the entire narrative of a case. But not all timeline graphics are created equal. Here are three ways to use what we call “top-bottom” timelines that most successfully take advantage of their power to persuade. In the first type of “top-bottom” timeline, the chronological portion of the line, in years, months, days, whatever is relevant, sits in the middle. At the top lie the actions of your client, tagged at the appropriate time when they occurred. Below the line are the actions, or inactions, of the other side in the litigation. Let’s say the case centers around a construction contract, and your point is that a subcontractor’s inaction caused a critical delay in the completion of the contract. Above the line are the actions of your client, the main contractor – the days when it began work, when it completed certain key steps of the project, when it contacted the subcontractor for progress reports. Below the line are the actions of the subcontractor, which diminish in number and in significance as the deadline approaches. The jury can look at the timeline and immediately draw a distinction between your client’s actions (good and appropriate) and the other company’s actions (few and showing evidence of foot-dragging).
by Tony Klapper Managing Director, Litigation Consulting A2L Consulting Here in these pages, we often talk about storytelling as a fundamental principle of successful trial work. But what are the elements of a good story? A good story is one that will be retold – it’s one that begs to be retold. Just as our ancestors told and retold the fundamental stories of their nations by the fireside, a great story is one that people today will repeat at the watercooler, in the bar, in the line at the grocery, or anywhere that there’s time for a narrative. A compelling movie (think of the Pixar films or a Steven Spielberg production) or a great epic (as far back as the Iliad or the Odyssey) or even an account of business success (think Steve Jobs, Bill Gates or Thomas Edison) will have the essential elements of a story. And as trial lawyers, we want jurors to pick up the story that we tell, and retell it in the jury room during deliberations. Each of these great stories has a few things in common: a distinct source of conflict or tension, compelling character development, and a message that is conveyed, either directly or subtly, that conforms with the values of the people who are hearing the story.
by Ken Lopez Founder/CEO A2L Consulting We recently asked three top trial lawyers about what makes them so successful in the courtroom. They are quite a successful trio. One of them is Bobby Burchfield of King & Spalding, whose bio notes, “Mr. Burchfield has never lost a jury trial.” That's an especially impressive track record as he's been in practice more than 30 years. So what does winning take? Well, as we saw in previous clips from the same interviews, these trial lawyers believe, as we do, that storytelling is at the heart of building a successful case. Furthermore, as all demonstrative evidence consultants and most trial lawyers will tell you, combining persuasive visual evidence with persuasive oral communications produces a truly synergistic persuasive effect. Persuasion is a rare circumstance where 1+1 really does equal more than 2. Of course, as we have long counseled, just because something is projected on a screen does not make it helpful at a trial. In many cases, as in the case of lawyers who use bullet points to summarize their arguments on screen, some visuals actually make you less persuasive. If yours looks like the image here, then you are certainly doing more damage than good. For more on why that's true, please see our articles 12 Reasons Bullet Points Are Bad (in Trial Graphics or Anywhere), The 12 Worst PowerPoint Mistakes Litigators Make, and Why Reading Your Litigation PowerPoint Slides Hurts Jurors. In this three-minute clip, we hear from the best of the best -- Bobby Burchfield of King & Spalding, Rob Cary of Williams & Connolly, and Patrick Coyne of Finnegan. And we certainly don't hear them talking about the power of bullet pointed lists. Instead, you hear these trial-tested litigation experts talking about the use of animation, the value of timelines, and the importance of showing real evidence to ground your argument in credibility. Burchfield said, “People learn both by seeing and by hearing, and if you can combine those two in one presentation, the more sensory perceptions you combine, the better off you are. Timelines are powerful persuasive tools. A timeline shows from left to right who did what and to whom. Sometimes you show in a timeline above the line what your client knew and below the line what your client didn’t know. It can be a powerful story to show contrasting events that were going on simultaneously. This helps the jury put the entire case into context.” Cary noted, “When a jury can see something that visually displays the evidence, that cloaks you in credibility. That’s critical in earning their trust.” Coyne pointed out, “People are predominantly visual. Most people need an image. They need it to tie things together. Ken [Lopez] and his people did a fantastic animation for us. The judge turned to the other side and said, ‘If I credit this animation, you lose. Do you know that?’ It was a very compelling animation. That’s what I mean by appealing to the judge by giving him a visual that explains what you’re trying to say.” Watching lawyers like these work is a pleasure and their teams score high on our assessment of what makes a great trial team. Other articles related to persuasion in trial, the use of bullet points, and trial presentation best practices from A2L Consulting: Don't Use PowerPoint as a Crutch in Trial or Anywhere 6 Trial Presentation Errors Lawyers Can Easily Avoid 12 Reasons Bullet Points Are Bad (in Trial Graphics or Anywhere) 10 Criteria that Define Great Trial Teams How Much Text on a PowerPoint Slide is Too Much? 5 Ways to Maximize Persuasion During Opening Statements - Part 4 Free A2L Consulting Webinar: Persuasive Storytelling for Litigation The 12 Worst PowerPoint Mistakes Litigators Make 12 Ways to SUCCESSFULLY Combine Oral and Visual Presentations The Effective Use of PowerPoint Presentation During Opening Statement 16 PowerPoint Litigation Graphics You Won't Believe Are PowerPoint
by Tony Klapper (former) Managing Director, Litigation Consulting A2L Consulting At A2L, we tend to work with the top litigators at some of the nation’s best-known firms. These men and women are obviously excellent lawyers, very good at what they do. They are also very busy. They always have another complaint to respond to, another discovery dispute to resolve, another brief to write or edit, another partners meeting to attend, another associate to evaluate, and another set of bills to review before a client sees them. So when it comes time to thinking about what trial presentation works best, some of these lawyers procrastinate and delay developing the story. This is a strategic error. As early as possible, you should be crafting your narrative and deciding what kind of jury research exercise you might want to do or what kind of graphics to show. These things can be the difference between winning and losing the case – and they deserve high priority. It’s not a matter of self-promotion for A2L; rather, it’s an understanding, which we hope all our team members share, that these aspects of trial are crucial and should not be deferred without a very good reason. That email to a client is important, and so is that meet and confer letter – but the essence of a trial presentation is even more important. And it has a time element that many lawyers may not be aware of. If they allow for a mock jury exercise months before the real trial, they can easily take what they have learned and apply it to their case. The sooner it is done, the better, because the lessons learned in a mock can help guide not only your ultimate trial narrative but also the evidence needed to support that narrative. If you wait too long, the admissible evidence may already be locked in because the discovery doors have closed. But working backwards to get the timing right requires careful planning and strategic thought — something that the over-stretched, busy partner might not make time for. But making time for the building blocks of your narrative is one of the most critical things you can do as a litigator—particularly when there is a very real risk of (or opportunity for) going to trial. If you are too busy, try to divide your team into those who handle the day-to-day “litigation” tasks and those who can allocate sufficient time to the big-picture trial thoughts. These, of course, cannot be completely placed in separate buckets, but if you start structuring your trial and litigation teams along these lines (with open and frequent communication between the two), you will end up making the time necessary to both properly litigate and properly try your case. One way of handling this that worked very well in matters that I was involved in during my 20 years of practice was to have the trial lead do the things that only he or she could (or should) do, and have his or her top lieutenant make sure that the day-to-day things get done. The lead trial attorney can review this work but need not be hands-on. That frees time to accomplish the essential task of trial preparation, well in advance. After all, a law firm is about client service, and that is certainly what the client in a high-stakes case would want. Other A2L Consulting articles discussing trial preparation, the timing of trial preparation, and best practices of leading trial teams include: 10 Criteria that Define Great Trial Teams The 14 Most Preventable Trial Preparation Mistakes The 13 Biggest Reasons to Avoid Last-Minute Trial Preparation 7 Habits of Great Trial Teams FREE DOWNLOAD: Storytelling for Litigators E-Book 3rd Ed. 16 Trial Presentation Tips You Can Learn from Hollywood Three Top Trial Lawyers Tell Us Why Storytelling Is So Important 3 Trial Preparation Red Flags That Suggest a Loss is Imminent How Long Before Trial Should I Begin Preparing My Trial Graphics? Top 7 Things I've Observed as a Litigation Consultant Sample One-Year Trial Prep Calendar for High Stakes Cases 7 Ways to Prepare Trial Graphics Early & Manage Your Budget Practice is a Crucial Piece of the Storytelling Puzzle 6 Triggers That Prompt a Call to Your Litigation Consultant Planning For Courtroom Persuasion? Use a Two-Track Trial Strategy 7 Reasons It's Okay to Procrastinate on Your Trial Preparation
by Ken Lopez Founder/CEO A2L Consulting An article last month in The Recorder, a publication of American Lawyer Media, makes clearly and concisely one of the points that we frequently try to make here on this blog. The article explains what happened in a wrongful-termination trial in federal court in San Francisco, which ended on February 6 with a $10.8 million verdict, plus $5 million in punitive damages, against Bio-Rad Laboratories and in favor of the company’s former general counsel, Sanford “Sandy” Wadler. It quotes James Wagstaffe, the lead lawyer for Wadler and a partner at the small San Francisco firm of Kerr & Wagstaffe, as saying that the key to winning a jury trial is storytelling. In the article, Wagstaffe is quoted as saying, “The need to tell and hear stories is primal. Trial lawyering is part of that primal need. The jury wants to hear a story.”
by Ken Lopez Founder/CEO A2L Consulting At A2L, we have worked with thousands of clients over the last several decades. When we first started, almost no trial lawyers had experience with litigation consultants. However, as time went on, the majority of the people we work with have used either jury consultants, litigation graphics consultants, or trial technology in-court specialists at some point in their careers. All these years later, perhaps 20 percent of our clients are first-time litigation consulting users. Not surprisingly, first-time users exhibit many of the same fears that newcomers have shown for decades. Most of these fears are simply fears of the unknown, not actual problems with using litigation consultants. At the core of these fears is a fear of being out of control. But when is a client ever really out of control? Never. We service providers strive at all times to make our clients happy. Still, many fears persist about using litigation consultants the first time. Fear: Costs will spiral out of control. Reality: In my opinion, some of the firms who have failed in our industry helped create this fear. At our firm, we strive to be completely transparent about costs. To that end, we've developed alternative fee arrangements, we've developed loyalty programs, and we are deadly serious about telling our clients everything they need to know about costs. Fear: I'll be revealed for who I really am. Reality: Most good leaders struggle with imposter syndrome to a degree, myself included. In my experience the best litigation leaders not only question their approach regularly but they invite that type of questioning. See, 10 Criteria that Define Great Trial Teams. Fear: I don't want to be told what to do. Reality: Only a non-savvy litigation consultant would tell you what to do. Remember, you're the client. Yes, winning is a priority but so is building and maintaining a relationship with you.
by Ken Lopez Founder/CEO A2L Consulting When I speak to an audience about the work A2L does (other than trial lawyers from large law firms), I sometimes hear the question, “Is the kind of work A2L does fair?” That is, is it fair to have trial consultants support a trial team and use the latest in persuasion science to advocate only one side of a case? In a group setting, my lawyerly answer is usually something like, “What does ‘fair’ mean to you?” Then we litigate the nuances of fairness. What I really think, however, is that the work we do definitely tips the scales of justice in our client’s favor. Is that fair? Probably. After all, ferociously advocating one’s position using all available tools is one of the hallmarks of our justice system. But what if, as is typical, one side has a larger litigation budget than the other. Is it fair to have a firm like ours on one side and not the other? I've heard others reply to this question by comparing the vast differences in trial lawyer quality and arguing that the system is designed to smooth these talent gaps out. I don't have a specific answer right now, so I I'll simply say that I think it's a fair question. Trial consultants do influence outcomes of cases, sometimes to an enormous degree. Indeed, a branding firm, after surveying our customers and staff, once recommended that we use “Unfair Advantage” as our firm motto. I never really fell in love with the motto, and we didn’t end up really using it, but I understand the sentiment completely. In more than 20 years and thousands of cases, I’ve never seen one that was not improved by the input of a trial consultant. I've seen losing cases turned to winners and damages swing in the billions of dollars. Consider 12 advantages that trial consultants offer – ones that your opposition might say are just not fair. A Fresh Pair of Eyes: Trial lawyers who like to get their answers questioned outperform those who are not open to much input. Trial consultants offer a safe place to bounce theories, narratives, demonstratives, voir dire strategies, trial presentation strategies and more off smart people who are on your side. See 7 Reasons a Fresh Pair of Eyes Are Beneficial Before Trial. An Experienced Pair of Eyes: If you've been in the litigation industry for decades like me, you've watched as trial lawyers who used to go to trial every year now go to trial only every three, five or even eight years. Meanwhile, trial consultants have moved in the opposite direction and often see dozens of trials per year. So high-performing clients and high-performing trial lawyers very sensibly rely on trial consultants to enhance the trial experience of the team. See With So Few Trials, Where Do You Find Trial Experience Now? Practice: One of my former colleagues turned judge was so right about this: “They call it the practice of law but nobody is practicing.” Trial consultants help trial teams practice effectively. This is critical because so few trial teams are really practicing. Those who don't practice in front of peers underperform others. Those who do, outperform most trial lawyers. It's so obviously correlated with good outcomes, I believe that the quality of practice is a reasonable proxy for the outcome of a case. See 3 Ways to Force Yourself to Practice Your Trial Presentation.
by Tony Klapper Managing Director, Litigation Consulting A2L Consulting We’ve spoken here more than once about the fact that jurors, unlike most attorneys, tend to be visual learners who like to be shown, not told. The best way to show them what they need to know, as we have said, is through litigation graphics. Science has also taught us that the best way to keep a jury’s attention is by telling a story in the courtroom. These insights obviously have major implications for how trial lawyers should use the arts of persuasion in a jury trial. What about a bench trial or an arbitration? Here, the decisionmaker is trained as an attorney. Do we toss out all that we know about jury trials and proceed in an entirely different manner?
by Tony Klapper Managing Director, Litigation Consulting A2L Consulting We have written many times about the fact that scientific studies have shown that nonlawyers (who are the vast majority of jurors) tend to be visual learners, and tend not to be auditory learners or kinesthetic learners –people who learn by experiencing. Lawyers (who are the ones who present facts and tell stories to jurors) tend not to be visual learners and are often drawn from the ranks of auditory or kinesthetic learners. Of course, this can present an intrinsic problem that we have discussed before. If most lawyers like to tell but not show, and our audience, the jury, prefers to be shown something and not to be told, we may completely fail to connect with our audience. It’s not just psychologists and other students of human behavior who say so; it’s also people who devote full time to understanding trial advocacy. The National Institute of Trial Advocacy (NITA) is a fantastic organization that represents the “gold standard” of trial advocacy. In addition to putting on outstanding CLE programs for newbie and experienced litigators, NITA also publishes many great books from scholars who have thought long and hard about advocacy.
by Ken Lopez Founder/CEO A2L Consulting
Ken Lopez Founder/CEO A2L Consulting This is the fifth consecutive year that I've written a new year economic outlook article focused on litigation. Please review some of my previous articles that were focused on 2016, 2015, 2014, and 2013. While I believe that 2017 will be a very good year for litigation, it will not be good for everyone. From where I sit, things look and sound remarkably different during this current economic expansion than they did in previous years. A2L's litigation consulting business, one focused almost entirely on trials, is thriving. We've grown more than 50% in each of the past two years, and I'm forecasting similar or better growth for 2017. Our growth is spread across many law firms/corporations and many areas of the law, so I know it's meaningful growth. Yet any conversation with my large law firm managing partner friends or my big company in-house counsel friends suggests that litigation should be having an off year. These well-informed sources, as well as courthouse data, tell me that case filings are down and that litigation at big law firms is down. So, how can our trial-driven firm be prospering and big litigation departments be faltering? One of us has to be looking at the litigation industry all wrong, right? Actually, I believe that we're both right, and I'm trying on some new vocabulary to explain it.
by Tony Klapper Managing Director, Litigation Consulting A2L Consulting At first glance, antitrust cases seem like unlikely venues for the successful use of litigation graphics. Antitrust law has the reputation for being arcane, abstract and statistical, and to some extent the reputation is justified. After all, this area of law deals with the workings of supply and demand and other economic questions, and the issue is often whether competition (or potential competition) in a market has been suppressed in some way. These matters aren’t remotely within the daily experience of jurors. How can a litigator use graphics in antitrust cases to make them make sense? It can be done. Earlier this year, a well-written article in Law360 (paywall) noted that “explaining the details of an antitrust case to a jury can be a daunting task, but lawyers who build a compelling narrative and communicate with a straightforward style stand a good chance of bringing the jury around to their client’s point of view, experts say.” The article suggested that “many jurors are visual learners, so economic evidence is most likely to stick when the spoken testimony is supplemented with visual aids.” We agree.
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