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March 12, 2018 By Dawn Houghton

The Importance of Standing Orders

As an attorney, you have countless responsibilities on your plate. No case that you cover is the same, and in order to save you time and to meet your clients’ needs, you should use a standing order.

If you are unfamiliar with a standing order, it is a set of regulations, rules, guidelines, and preferences that court reporting or trial services agencies follow on specific cases. Each and every standing order is different. For example, one standing order may simply request the name of the court reporter that will cover a deposition in advance, and another may cover the file types of the transcripts that will be sent to the attorney or the delivery rate of those transcripts. No matter what a standing order may cover, each one is customized to ensure that you receive exactly what you want when you want it. With a standing order, you never have to take the time to call your agency with a request, as it will already be on record! All you have to do is simply call your agency, and request a standing order and then fill it out. Once the agency has your standing order on file, you can arrive to each deposition or trial feeling prepared and organized.

If you enjoyed this article, you might also enjoy “Improve Your Trial Preparations: Focus Groups and Mock Trials.”

 

Filed Under: Legal Professionals

February 1, 2018 By Dawn Houghton

Improve Your Trial Preparation: Focus Groups and Mock Trials

The following article was originally published on the PohlmanUSA blog.

Focus groups and mock trials can be a great benefit in preparing for trial. While similar in some ways, mock trials and focus groups are two very different exercises. The first step in using these preparation tools is to choose the one that proves the most advantageous to your case.

What is a focus group?

A focus group is a group of people recruited to participate in a guided discussion and provide feedback.

When used by the legal industry, participants are typically given short statements or read an opening or closing statement, then asked for feedback without receiving instructions on the law or background on the case. The proceedings are less formal than a mock trial.

When should I use a focus group?

Focus groups are often used early and throughout trial preparation to gather information during discovery and assist in evaluating the merits of the case. Participants are asked questions about what they think or feel about specific topics. Exploring the values and thought processes of a focus group when evaluating evidence in a case may indicate how a jury will react to the evidence during trial.

With a focus group, you may discover the strengths and weaknesses of your, as well as your opponent’s, case.  In a focus group, it is most effective if your questions center around the case facts from the vantage point of both sides.

Information gathered and answers received from focus group participants are helpful in testing the case strategies you plan to use in trial. With thoughtful, prepared questions, you may gather word tracks and verbiage that resonate with people in the group, and thus with potential jury members. This allows you to modify your language during actual trial presentation, using verbiage that is shown to have higher impact.

What is a mock trial?

A mock trial is a “practice” trial set in a simulated courtroom utilizing attorneys or staff members in the role of attorneys and the judge. In a mock trial, participants frequently are given opening and closing statements, hear from one or more “witnesses” or “experts”, and may even get to see evidence as it would be presented in court. Then they are asked to deliberate, as a real jury would, and reach a verdict.  Deliberations can be observed through a two-way mirror. Once the verdict is reached, participants are asked questions about trial presentations, effectiveness of exhibits, believability of witnesses, and what was important during deliberations. In some instances, the participants are split into two groups for closing statements and deliberations to get feedback on what closing is most powerful to potential jury members.

When should I use a mock trial?

A mock trial is a more formal experience that allows your team to practice in a realistic setting. Less practiced trial attorneys may wish to use the mock trial to hone trial skills and receive valuable feedback about their presentation skills.

A mock jury may not predict the outcome of your actual trial, but you will see strengths you want to emphasize and weaknesses you need to address during the actual trial.

Additionally, mock trials can be used to prepare a witness for questions they will be asked in trial. The mock trial recreates the stress and atmosphere of a courtroom trial, giving your witness realistic conditions under which to practice testifying. Often mock trials are videotaped, providing the opportunity to later view, critique, and improve upon your own, as well as your witness’s, presentation to the jury.

Mock trials help you get into the heads of potential jurors, watch them deliberate and learn which points had the biggest impact on their decisions. As the facts and information is fresh to them, mock jurors often have a different view of your case and may come to a different conclusion than you expect. It is better to find this out during a mock trial than in trial.

Can I use a focus group and a mock trial together?

Yes. Using a combination of both focus groups and mock trials for one case provides the biggest potential advantage. A focus group gives you information early in the case that allows you to make decisions about the case strategy before you get overly invested in one way of thinking. Then, as your case gets closer to trial, a mock trial setting will give you an opportunity to make final strategy decisions and improve your trial presentation before stepping in front of the actual jury.

How do I prepare?

Conducting focus groups and/or mock trials is not for the faint of heart. They take a lot of time, preparation, and energy. First determine if you will conduct the process on your own or use an experienced expert in the field. If you are determined to run it on your own, remember that people you recruit as participants are important but so is the time you spend preparing. Consider the activity, whether focus group or mock trial, as the real trial and prepare accordingly.

If you feel utilizing an expert to assist you will provide you the best results with less stress, start by locating a reputable company. Ask for referrals from other colleagues or you can find these services by calling trial services or focus group agencies. Some court reporting agencies that also specialize in trial services offer mock jury and focus group services.

When you call to set up a focus group or mock trial, be prepared to answer the following questions:

  • Would you like to schedule a mock trial or focus group?
  • How many people will you need in the group?
  • Do you want to conduct it in your office or their office?
  • Are there specific ages, genders or ethnic groups you would like represented in the group?

Once you have answered these questions, the trial service firm will begin recruiting participants and will schedule a date for your event.

Preparing for a Focus Group

You should arrive with your list of questions for participants. Planning ahead will allow you to gather more useful information during the time spent with the group. This is your chance to ask participants how they think and feel about specific issues in your case. Once hearing the answers, you may make crucial decisions, such as, whether to request a change of venue or if the settlement offered needs to be reconsidered. The process may also assist you in your jury selection process and in determining what theme(s) to emphasize in trial.

Preparing for a Mock Trial

Preparing for a mock trial can be time intensive, but the careful consideration and planning will be an advantage for you during your trial. You should arrive to the mock trial with an outline of presentations for both plaintiff and defendant. You will present your side of the case. You will need to bring someone from your firm or a colleague who will present your opponent’s case.

Consider using focus groups and mock trials in your next litigation. Once you have tried these tools, you will discover numerous ways to use focus groups and mock trials to gain an advantage during your next trial.

If you enjoyed this article, you might also like “How to Prepare a Legal Deposition Notice.”

Filed Under: Legal Technology, Trial Services

January 1, 2018 By Dawn Houghton

O’Brien and Bails Reporters’ Year in Review and Look Ahead

Looking back on 2017, we here at O’Brien and Bails Reporters are grateful for the opportunity to work with you, our loyal clients. As we are now in the start of a new year, we want to thank you for your business. O’Brien and Bails Reporters has been built, not only on the extensive efforts and impassioned dedication of our entire team, but also on the reputation and referrals that we receive from you. We appreciate that you have trusted us as your court reporting and litigation service provider.

This year, in order to enhance and expand our service capabilities, we partnered with Pohlman Reporting Company, LLC. We have continued working with our clients in the same way we have for many years, providing the same great customer service. This new partnership now allows us to offer a larger list of services to our existing clients.

Below is our list of services going into 2018:

  • Deposition Court Reporting– One of Michigan’s oldest and most reputable court reporting firms, O’Brien & Bails is known for quality and dependability. Our prompt, courteous and reliable court reporters ensure a pleasant legal deposition experience and an excellent transcription to follow.
  • Realtime Court Reporting– A Certified Realtime Reporter (CRR) uses a combination of stenographic skills, technology, and high-speed writing to provide an instantaneous translation of the deposition transcript onto an attorney’s laptop or tablet screen, and adds resources during the deposition by allowing for keyword searching and annotating.
  • O’Brien and Bails Online Repository – Our online repository gives our clients private access to their cases, transcripts, exhibits and notices. Both previous and current schedules can be accessed. Our clients can schedule services directly from the repository. All repository features can be accessed at any time of the day or night using a user name and password.

Videography and Technology

  • Videography– O’Brien and Bails delivers accurate and well-documented videography for your court depositions to engage and better inform the jury.
  • Multi-platform Video Conferencing (MpVC)– Dealing with increased caseloads and addressing sensitivity to litigation budgets, MpVC combines video streaming, video conferencing, and electronic exhibits into one powerful package.
  • Picture in Picture (PiP)– Our experienced video team uses PiP to show video, documents, and other media simultaneously to maximize efficiency in media usage.

Trial Services

  • Litigation Services–Trial support and litigation services include trial playback, video editing, file reformatting, media duplication, and other post-production abilities.
  • Mock courtroom – Joining Pohlman Court Reporting gives us access to their Chicago office space, which includes a modular courtroom with private viewing rooms available for mock trials or to use for focus groups.

We are committed to always providing exceptional customer service. O’Brien and Bails Reporters will continue to be on the cutting edge of court reporting and litigation services, integrating our experience and expertise with powerful technological tools. We look forward to another successful year working with you in 2018. From us here at O’Brien and Bails Reporters to all of you, we wish you a happy, successful 2018!

Filed Under: Uncategorized

July 13, 2017 By Dawn Houghton

O’Brien & Bails Partners with Pohlman Reporting Company LLC

O'Brien & Bails Partners with Pohlman Reporting Company LLC

Kalamazoo, Ml – July 13, 2017 –

O’Brien & Bails, headquartered in Kalamazoo, Michigan, is pleased to announce that the firm has partnered with Pohlman Reporting Company LLC to enhance and expand service capabilities to clients.

One of Michigan’s oldest and most reputable court reporting firms, established in 1957, O’Brien & Bails is known for quality and dependability. Their court reporting and video service coverage area is one of Michigan’s largest, with offices in 11 major cities.

Dawn Houghton, CEO of O’Brien & Bails, stated, “One of the driving factors behind O’Brien & Bails is my goal is to ensure we are the best resource we can be for our clients. This is behind the quality of service we provide, the court reporters, videographers and resources we select to be on our team, the technological advancements we have made, the educational information we provide through our website, and is a driving factor behind our new partnership with Pohlman Reporting Company LLC.”

Clients of O’Brien & Bails may be wondering, “How does this change our service from O’Brien & Bails?”

Dawn Houghton answered that question by saying, “It doesn’t. This will be a seamless transition for our clients. We will continue to work with our clients in the way we have for years. The integrity, service, scheduling, delivery, billing, staff, email addresses, phone numbers, office locations, and website will stay the same. Our staff and I will continue working with you. The only aspect that will be different for our clients is the expanded services and enhanced technology gained in the partnership with Pohlman.”

Some of the expanded and enhanced services and technology will include:

  • Additional experience with complex multiparty cases
  • State of the art records retrieval service
  • Trial presentation and support services
  • Additional resources to cover your needs outside of Michigan
  • 24/7 nationwide availability
  • Web applications to improve efficiency, organization, and convenience to each case.

Pohlman Reporting Company LLC, headquartered in St. Louis, Missouri, with offices in Chicago and Edwardsville, Illinois, is recognized nationwide as a leading provider of technology-driven court reporting and litigation services. The partnership provides a full-service court reporting, records retrieval, and trial services agency with 14 offices and service capabilities coast-to-coast.

“As we have been working with Pohlman, we have found their staff, court reporters, and technology to be top notch.  We look forward to working with the Pohlman team and are excited for the opportunity to bring their infrastructure to our clients, providing more services and a farther reach in Michigan and beyond,” said Dawn Houghton, CEO of O’Brien & Bails.

According to Deborah J. Walters, President and CEO of PohlmanUSA, “We are very pleased and proud to partner with O’Brien & Bails. As the court reporting industry has contracted, we believe that agencies built on integrity and ethics will continue to thrive. This partnership brings together two like-minded agencies with rich histories of providing stellar client-first services and positions us well for future growth.”

Dawn Houghton concludes, “If you are a client of O’Brien & Bails and have any questions or thoughts about this, please do not hesitate to reach out to me to discuss this further. We look forward to continuing to be a resource to you and will keep you updated about this new partnership and service capabilities as we move forward.”

ABOUT O’BRIEN & BAILS

Headquartered in Kalamazoo, Ml, with eleven offices throughout Michigan, O’Brien & Bails offers true 21st century approach to court reporting: Give the best service, with advanced technology, and protect our clients at all costs. Integrity, service, providing a high level of value – that’s O’Brien & Bails.

To learn more about their services visit https://www.obrienandbails.com/.

ABOUT POHLMAN REPORTING COMPANY LLC

Headquartered in St. Louis, MO, with offices in Chicago and Edwardsville, IL, Pohlman Reporting Company is recognized nationwide as a leading provider of technology-driven court reporting and litigation services. For over 27 years, Pohlman has specialized in complex multiparty litigation by creating innovative products and customized solutions for our clients. Pohlman is committed to delivering exceptional customer service and anticipating our clients’ needs. Whether you require a talented court reporter or videographer for a deposition in an asbestos or mass tort case, MDL, or general litigation matter, Pohlman has a professional ready for your need nationwide.

To learn more about PohlmanUSA and their services visit http://pohlmanusa.com/.

Filed Under: Court Reporting, News

June 19, 2017 By Dawn Houghton

6 Basic Rules Of Business Etiquette For Legal Professionals

In the legal profession, exercising good manners is essential for success. Proper etiquette can help you land a job, get a promotion, and establish excellent relationships with others. Part of being a professional is knowing how to behave properly in the workplace.

What exactly is business etiquette? It is presenting yourself in such a way that allows you to be taken seriously. This involves demonstrating that you have the self-control necessary to be good at your job, have knowledge of business situations, and have the ability to make others comfortable around you. Lack of good business etiquette can cause your clients and co-workers to distrust your capabilities and your judgment.

A large part of business etiquette is conveying courtesy and respect for others. Here are some basic rules of behavior that demonstrate courtesy and respect.

1. Be on time.

When you arrive late to a meeting or appointment, you are wasting the time of the people with whom you are meeting. This can lead to resentment from fellow co-workers and clients.

Showing up to an appointment on time shows that you respect and value the other person. It demonstrates that you are dedicated to your job and interested in your work. Being on time shows you are committed to keeping your word. Clients and co-workers learn to trust you and know they can depend on you.

2. Dress appropriately.

Dressing inappropriately can be a distraction. It can also call into question your judgment and ability to
make good decisions.

No matter what legal position you hold, you are a representative of your company or firm and you should dress accordingly. However, what is considered appropriate will vary from firm to firm. Some firms may expect you to dress formally, wearing suits most of the time. Other firms may allow employees to dress more casually on days when clients are not in the office. Find out what is acceptable in your firm and adhere to the norm.

3. Use simple manners.

Those good old-fashioned manners aren’t old-fashioned after all. Saying “please” and “thank you”, asking for permission, offering unsolicited help, all of these examples of good manners will still take you a long way in the workplace. Simple courtesy can sometimes be forgotten in today’s legal industry. Because of this, people will really notice if you consistently remember your manners. You can show your manners verbally, as well as in an email. For instance, if you ask a co-worker for help on a project, a thank-you email shows them you appreciate their contribution. It also is a sign of respect.

4. Be a good listener.

We have all been involved in a conversation where it is evident the other person is not truly listening to us. Maybe they are gazing off as you speak or maybe they interrupt what you are saying to add their comments. As a result, you probably did not think highly of them for their rude or distracted behavior. Good listening skills can set you apart and let others know you are engaged and interested.

It is very simple to be a good listener. Look the speaker in the eye rather than gazing around the room. Allow the speaker to fully finish speaking before responding. Don’t rush the conversation or try to change the subject. Avoid constantly comparing the other person’s experience to your own. Continually inserting yourself and your experiences will be viewed as self-centered.

5. Know how to give and receive business cards.

Exchanging business cards is a common occurrence for many legal professionals. There are ways of giving and receiving cards that work better for establishing a relationship and conveying respect.

Give business cards using discretion. Handing out multiple cards at a time to one person may convey the message that your cards have little value. Hand the card over with the print facing the receiver so they don’t have to turn it around to read it.

When receiving a card, thank the person handing you the card. Hold the card in both hands. Look at the card and read it immediately when you receive it. This shows you are interested in the person and their information. If you glance at the card and then drop it in your pocket, it may convey a lack of interest and appear rude.

6. Avoid cell phone distractions.

Cell phones and devices are very much ingrained in the way we do business today. However, there are still times when they can be obstructive rather than productive. One of those times is in a meeting. When in a meeting, you should turn your cell phone completely off. It’s not enough to turn it to vibrate mode. When your phone vibrates, it will often still be heard by others. Reaching for your phone to silence the ring or vibration is still a distraction, draws unwanted attention to yourself, and disrupts the flow of the meeting.

If your telephone rings while you are speaking with others, resist the temptation to look to see who it is. Silence it immediately. This signals to the other person that they have your undivided attention and that your conversation with them is important to you.

Good Etiquette is Good Business

Having good manners can give you an advantage in your career as a legal professional. Practicing these simple rules will convey to people that you are trustworthy, have good judgment and are an emotionally-intelligent person. All of these traits will allow you to gain respect and build better work relationships.

If you would like more information on good business etiquette in the legal industry, here are some resources you may find helpful:

Business Etiquette Answers For Today’s Legal Professionals

Etiquette Tips For Lawyers

15 Vital Business Etiquette Rules

If you enjoyed this article, you might also like “7 Technology Skills for Legal Assistants and Paralegals Who Want to Excel in Their Careers.”

Filed Under: Legal Professionals

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