Trial Lawyer Nation show

Trial Lawyer Nation

Summary: Michael Cowen, and his guests, explore critical topics distinctive to the legal profession - specifically focusing on developing extremely efficient law practices, securing a competitive edge in the industry, and wildly excelling in the courtroom.

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  • Artist: Michael Cowen
  • Copyright: Copyright Trial Lawyer Nation 2018

Podcasts:

 104 – Jamal Alsaffar – Sutherland Springs: The Untold Story of a Foreseeable Tragedy | File Type: audio/mpeg | Duration: 1:12:20

Warning: This episode contains details of the Sutherland Springs massacre. Portions of the show will cover issues of domestic violence, gun violence, and content that may be disturbing to some listeners. Listener discretion is advised. This episode is dedicated to the memory of all those whose lives were taken in the Sutherland Springs massacre, the survivors, and their families. In this episode of the Trial Lawyer Nation podcast, Michael sits down with trial lawyer Jamal Alsaffar, who served as lead counsel representing the victims of the Sutherland Springs massacre vs. the United States Government, obtaining a $230,000,000 verdict. They begin the episode with a look at Jamal’s background. Born and raised in Dallas, Texas, he moved to Austin to go to college, where he met his now wife and law partner. Today they are both partners at National Trial Law in Austin, Texas, along with Jamal’s mentor, Bill Whitehurst. Jamal has tried numerous personal injury cases involving medical malpractice and catastrophic injury but has found a rare specialty in Federal Tort Claims Act (FTCA) cases. Michael then quickly asks Jamal how he got started in FTCA cases, as it is notoriously difficult to sue the federal government. He shares how his first FTCA case was a birth injury case at an Army hospital. Even though he had many hoops to jump through, he ended up obtaining a very favorable verdict and realized that military families weren’t receiving high level trial lawyer representation in their cases. From there, his practice spread, and now he tries FTCA cases all over the country. As Jamal lists the many requirements to try FTCA cases, it’s clear why there are so few lawyers who specialize in them as they are fraught with land mines. The tone shifts somber as Michael asks Jamal about what happened in the Sutherland Springs shooting. He describes how on November 5th, 2017, a former Air Force member walked into a small church in Sutherland Springs, Texas, where he opened fire. 26 members of the congregation were killed, and 22 were injured. While this man was in the Air Force, he was convicted of multiple felonies involving domestic violence and put in jail. Federal law requires that the agency who convicted him report the felony to the FBI’s background check system, but the Air Force did not. Because of this, the shooter was able to legally purchase firearms and ammunition at Academy Sports, which he used to commit mass murder. Diving into the legal difficulty of a case like this, Michael asks Jamal what legal challenges he faced with holding the federal government liable on tort liability for someone failing to report criminal convictions. Jamal shares how they faced a 12(b)(6) motion to dismiss on this issue, and the government’s defense was they cannot be held liable for this failure to follow federal law. But as Jamal successfully retorted, of course they can. As Jamal puts it, at the end of the day, they didn’t have an excuse for not reporting this felony. In fact, as they learned in discovery, this was not a one-time clerical error. There was a documented 30-year history of the federal government not reporting felonies to the FBI’s background check service on a massive scale. Various internal warnings noted between a 30-50% failure rate, which was even worse at the base the shooter was stationed at in New Mexico – where many employees didn’t even know they were required to report. This was clearly a systemic problem which had been going on for a very long time. “What we found was a 30-year history of the federal government not reporting on a massive scale.” – Jamal Alsaffar Michael asks if the government has since done anything to fix this problem, to which Jamal replies with two powerful examples: * In the Air Force alone, there were over 5,000 unreported felons. As a result of this litigation, all 5,000 of those have now been reported.

 103 – Delisi Friday – A Bittersweet Victory: Post-Trial Discussion | File Type: audio/mpeg | Duration: 46:32

In this episode of the Trial Lawyer Nation podcast, Michael sits down with his Director of Marketing and Business Development Delisi Friday for a raw, honest conversation about his (very) recent jury trial win where the number was not what he wanted. “When you try hard cases, you don’t always get what you want.” – Michael Cowen They begin the podcast episode with the facts of the case. They were in federal court in Laredo, Texas, a community with a huge trucking and logistics industry. Their client was rear-ended by a truck at only 5 miles an hour. Initially, the client was diagnosed with only soft tissue damage, but later discovered a herniated disc that required surgery. This was argued by the defense to be a pre-existing condition, which the jury ultimately agreed with, only awarding enough money to cover the medical bills before the surgery. As Michael explains the largest offer they received was only $25,000 during the trial, when the jury verdict was $80,000, Delisi asks Michael why he feels this is a loss. He breaks it down into 2 reasons: 1) he doesn’t feel the client is materially better off because they went to trial, and 2) he believes the case is worth a lot more than the result. With that being said, he recognizes the challenges he was up against – low property damage and medical treatment gaps. When you try cases like this, he argues you’re not going to win them all. He tried the case well and gave it everything he had, but it didn’t go his way this time. He compares this to the Bengals, a great football team, losing the Super Bowl this year. At the end of the day, they’re still a great team. “You’re not always going to get a home run every time you get up to bat.” – Michael Cowen One of the biggest hurdles in this case was the low property damage. Delisi asks Michael about the challenges of them, and what he does to overcome them. Michael emphasizes that low PD cases are always a challenge because they fail the “oh shit!” test. When you have a picture of a vehicle after the wreck that causes people who see it to say, “oh shit, are they okay?” it’s much easier to try than when you don’t have that initial reaction. Michael shares the strategy he used in this voir dire, which acknowledged both potential outcomes of a wreck – where the vehicle can look really bad but the person is okay, and where the vehicle can look almost completely fine but the person is very injured. Delisi then asks Michael about his mindset going into this trial. Michael reiterates, as he has in many past episodes, his mantra for trial – the judge and the jury want to do the right thing, and he’s going to have fun (which he did). But as Delisi asks him why he didn’t want to go talk to the jury after the verdict was read, he says he’s just not there yet. He’s also not sure if it would have been helpful, given both his mindset and the gut feeling he believes the jurors made their decision off of. But even after this experience – he still trusts the jury and will continue to do so for his future trials. “It feels like I asked someone on a date, they said no, and then I’m supposed to call them and ask why they didn’t want to go out with me.” – Michael Cowen Changing the tone, Delisi asks Michael what he thinks went well with the trial. He shares how they ran a fast, smooth trial, he felt very comfortable and got to use two “new toys”, a King flip chart and a magnetic white board with cardboard vehicles , which he thinks were highly effective for the cost. He felt good about the cross-examination of their experts and the witnesses they decided to put on. He also explains how the client is a Spanish-speaker,

 102 – Michael Leizerman – The Value of Life: Understanding What Was Taken | File Type: audio/mpeg | Duration: 1:02:29

In this episode of the Trial Lawyer Nation podcast, Michael Cowen sits down with the Zen Lawyer, Michael Leizerman, for his second time on the show. They’ll cover the importance of language in trial, the difference between something being “taken” vs. “lost,” connecting with your client, Leizerman’s upcoming Zen Lawyer workshop, and so much more. The episode begins with Cowen asking Leizerman how he’s doing, then immediately retracting the question because he just asked it. Leizerman says this is actually the perfect way to begin the episode, because they’re going to talk about habits. Phrases like “pain and suffering,” harms and losses,” and others have become the go-to for trial lawyers everywhere – but that doesn’t mean they’re the most effective phrases to communicate your client’s injuries. Instead, Leizerman encourages you to think about it a different way; how the defendant took something from your client.  Diving into further detail, Leizerman uses the example of how you feel when you lose your phone, versus when someone took your phone. When someone takes something from someone else, you feel like they need to either give it back or compensate them for their loss. In the personal injury world, there is no way for the defendant to give back what they took, so they must pay the value of what was taken. This strategy also changes how the jurors see it. Jurors know it’s wrong for someone to take something. When you give them an active wrongdoer, and describe what they took, it can be very powerful. Next, Leizerman shares the importance of describing what the defendant took from your client. This goes much deeper than the medical diagnosis, where most lawyers stop. If the client can’t work anymore or can’t play little league with their daughter, this goes down to the very state of their being, and you need to make this very clear to the jury. “[The jury’s] sole job is to put a value on what was taken from [my client].” – Michael Leizerman This discussion naturally flows into a topic frequently covered on the podcast – the case is about what we choose to make it about. Using the example of a herniated disc case, where the defense almost always claims there was degeneration prior to the incident, Cowen describes how he uses the treating doctor’s deposition to describe what the client’s life was like before the incident and what was taken from them. Leizerman loves this example and describes how he uses the defense’s medical expert to make the same point brilliantly, citing an impressive recent $10,988,000 jury verdict in a herniated disc case. After discussing why it’s so important to spend time with a client in their own home, they transition to the concept called “companioning,” where you are present for someone’s pain without trying to fix it. Leizerman shares a deeply personal experience with his mother, who is currently in hospice, where he held her hand and sat with her for a long time. Applying this to lawyering, Leizerman says he has many phone calls with the client where he only speaks about 5% of the time. He simply listens, lets them speak, and every time they thank him for the conversation. Cowen then adds that one of the greatest self-imposed sufferings in his life has been his “need to fix.” Over the years, he has gone on a journey to accept that his job is not to fix – it’s to get the client as much money as he can. Leizerman deeply relates to this feeling and gives it the term “empathetic distress.” Flipping the script, Leizerman then asks Cowen to dig a little deeper into how he’s coped with his need to fix. He gives an insightful answer and shares a meaningful example from a recent wrongful death trial, where the verdict gave the spouse such a feeling of validation. Leizerman agrees and had a very similar trial recently, where simply being heard was the most important thing for the client.

 101 – Laura Pazin Porter – Pushing Forward: The Journey to Partner | File Type: audio/mpeg | Duration: 44:38

In this episode of the Trial Lawyer Nation podcast, Michael welcomes newly minted partner at Cowen Rodriguez Peacock, Laura Pazin Porter, to the show for the first time to discuss her path to partner. They begin the episode with a look at who Laura is and her career leading up to joining Cowen Rodriguez Peacock in 2019. Laura shares that she’s originally from Florida, but moved to McAllen, Texas at a young age and has strong South Texas roots. She first moved to San Antonio to attend St. Mary’s School of Law and has lived there ever since. After graduating law school, Laura started working for acclaimed plaintiff’s lawyer Tom Rhodes, where she stayed until his passing in 2018. While working with Tom, Laura shares how she learned the importance of attention to detail, keeping the momentum going on your cases, and the value of a team approach. She also had the opportunity to work with previous podcast guest Hans Poppe as well as Randi McGinn, who Laura was lucky enough to get to try a case with. Laura shares how she was immediately drawn to Randi’s interaction with the jurors and thoughtful use of visuals. Michael then asks Laura about the transition and differences between working with Tom Rhodes and working at Cowen Rodriguez Peacock. Laura explains how the team structure was different there, with lawyers sharing a legal assistant and working together on the docket. Here, Laura has learned how to manage a team with an associate, paralegal, and medical coordinator, and has grown a lot in her leadership skills. “Being the leader that I would want is really what I try to do when I approach a meeting.” – Laura Pazin Porter In addition to adapting to a new team structure, Laura has had to learn a new area of the law in trucking and commercial vehicle cases. She believes the education she was provided with Cowen Rodriguez Peacock and an excellent, experienced paralegal aided in this transition. She and Michael then discuss how regular lawyering skills, she had already developed, applied in a new area. Michael adds that he believes there’s nothing harder than medical negligence cases, which Laura had lots of experience in when she first came here. In fact, Michael quotes Laura’s past boss, who once said that trucking cases were “nursing homes on wheels” because of the similarities in paperwork and procedure. Another area where Michael notes Laura has grown is in her ability to make decisions confidently, and he asks if there was anything he and his firm did to help with that. Laura once again emphasizes the education, tools, and skills that the firm provided her. This increased her confidence in herself and made her more confident in her decisions. They discuss the access to JJ Keller trainings for truck drivers, the firm’s weekly Case Valuation roundtables, the yearly Big Rig Boot Camp and more. She also shares that she is grateful for the lawyers who provided her with resources and forms to get started, so she wasn’t starting from scratch. After a brief look at some of the amazing case values Laura has obtained recently and how she did it, they move on to discuss some of the rules Michael has at his firm, discussed in more detail in this episode with partner Malorie Peacock. Laura shares how these rules may be time consuming, but she has come to learn why they all have a purpose, and she finds herself in a better position to accomplish her goals when they are followed. Michael adds that he has been working a docket again recently, so he’s had to follow his own rules for the first time.

 100 – David Ball – Damages Evolving: Practicing Law in an Ever-Changing World | File Type: audio/mpeg | Duration: Unknown

In this very special 100th episode of the Trial Lawyer Nation podcast, Michael has the legendary David Ball back on the show to discuss his soon-to-be-released book, Damages Evolving, written alongside Artemis Malekpour and Courtney and Nick Rowley. “I’d shake the hand of any person who can keep this going for 100 episodes.” – David Ball Michael begins the episode by asking David what he means by “Damages Evolving.” David explains that it’s mostly what they’ve learned since the release of Damages 3. He was almost finished with his first draft right before Covid hit. After Covid, turmoil in Washington, George Floyd, and more, he knew the shifts on jury perception would be too large not to re-analyze before publishing. David continues by elaborating on why Nick and Courtney Rowley were involved in this book. He heard of Nick Rowley and the incredible verdicts he was getting all over the country and thought, how is he doing this? As Michael interjects that David and Nick have different methodologies, David says he feels they are more similar than most believe. And as he’s progressed in his career, he’s learned there’s no one way to do things. You need to find what works for you and run with it. “I’ve stopped saying ‘Courtney is Nick’s wife’ and started saying ‘Nick is Courtney’s husband.’” – David Ball Michael then digs into the meat of the book and asks David about the concept of alignment. David shares that the goal of alignment is to get jurors to start believing something important about your case. This aspect of your case doesn’t need to be the most important or most central part. This works because people tend to continue believing what they first start to believe, and if the next thing they hear re-enforces that belief, it’ll be even stronger. This repeats until you’re almost impervious to any jabs the defense attempts to make. “If you get the alignment in place, you start winning within the first 2-3 pages of your opening.” – David Ball David then shares how the concept of alignment can break through any preconceptions about attorneys being dishonest. The key is to never tell the jury what to think; it is vital that the jury decides for themselves what they think. He then shares a brilliant example of how to use alignment in a rear-end collision case, which is sure to solidify this concept in every listener’s head. After David shares that he doesn’t think he would be a good lawyer because he would get too frustrated with the judges, Michael shares some of the mindset work that he’s done to help with this and how being angry during the trial isn’t productive. David then recommends the book “The Way of the Trial Lawyer” by Rick Friedman, which he admits he thought was just another self help book at first. It discusses ego, why you’re in trial, and the importance of empathy, which David also covers in “Damages Evolving.” Continuing on empathy, David emphasizes how important it is. Understanding where defense lawyers, jurors, and judges you don’t like are coming from can both make it easier on you mentally and create a bond with that person. This allows you to make decisions within their mindset, which is incredibly powerful. After a discussion about the many benefits of having a female trial partner, Michael picks David’s brain about the best ways to give developing lawyers experience in the courtroom. David has a few recommendations, including finding simple cases for them to try, splitting liability and damages,

 99 – Sonia Rodriguez – The Pursuit of Happiness: Building the Attorney-Client Alliance | File Type: audio/mpeg | Duration: 45:32

In this episode of the Trial Lawyer Nation podcast, Michael is joined by his law partner Sonia Rodriguez to discuss a topic sure to resonate with every plaintiff lawyer listening; What can we do to keep our clients happy? The pair begins the episode with a look at why we want to keep our clients happy. While some of the benefits seem obvious, such as not having a grievance filed against you, getting positive reviews online, and gaining future business through their referrals, Michael and Sonia discuss this in more detail. Michael shares why you want your client to take your advice. And for them to do that, they need to trust you. Sonia agrees and adds that lawyers have a fairly low reputation in the eye of the general public. Clients come to you with this in the back of their minds, so it’s crucial to be upfront, honest, and transparent. “If you have a client that trusts you, you can go forward with the case strategy as a team.” – Sonia Rodriguez This leads them to discuss what makes clients unhappy with their lawyer. Sonia explains how the client is initially unhappy when they don’t know how the lawyer is getting paid. To alleviate this strain, Sonia makes a point to have a very frank conversation about the contingency fee and how it works during her first meeting with the client. In this conversation, she also makes it clear that case expenses are separate from the fee. Repeating this throughout the life of the case and making it nonchalant goes very far in building trust with the client. Michael agrees and adds how crucial it is to fix your own relationship with money to have these conversations. He used to cut his fees all the time, without the client even asking. Sonia shares something that helps with her mindset – that the attorney’s fee isn’t all going into her pocket. It also pays paralegals, investigators, employee health care, etc. It comes down to valuing yourself and your services. Michael and Sonia’s next topic of conversation is one of the most commonly filed grievances against lawyers – a lack of communication with the client about what’s going on with their case. To nip this issue in the bud, they’ve developed a system which requires a meaningful client contact at least once every 30 days (discussed in more detail in this fan-favorite episode with Malorie Peacock). In this phone call, typically conducted by the paralegal, the client is asked a series of meaningful questions and provided with an update on their case. It not only keeps the client informed, but it also helps the firm know when the client is struggling to keep up with his or her medical appointments. This helps move the case forward, adds value to the case, and helps ensure the client is happy. After briefly discussing the commonly held belief that the attorney only cares about the money and how to combat it, Sonia asserts a powerful point; attorneys should not put themselves in the position of needing to make the client happy. With a personal injury claim can come a lot of anxiety and depression, and sometimes you can never make a client truly happy. If that is your goal, then you are setting yourself up for failure. This leads them to talk about managing expectations with clients. Michael and Sonia both agree that bringing up any issues with the case early leads to a happier client in the end. Sonia frames it as not having a “crystal ball.” She will not tell a client early on what she thinks the case is worth. Instead, she tells the client what she “imagines the insurance company wants to pay them.” This is a great way to point out any issues in the case, while diffusing any potential rift between herself and the client and uniting them against the insurance company on the other side. Michael adds that if the client thinks you need the money,

 98 – Delisi Friday – Scaling Your Law Firm, Your Way | File Type: audio/mpeg | Duration: 52:19

In this episode of the Trial Lawyer Nation podcast, Michael Cowen sits down once again with his Chief Marketing Officer, Delisi Friday, to discuss law firm growth and how they’ve scaled their firm over the years in the way that best suited their goals. The pair begins the episode with a look at the motivation for their most recent hiring expansion and how they knew it was time to grow. Delisi shares her frustration on the marketing and intake side, where she would receive a new case and have to decide between overwhelming an attorney with an already large docket or rejecting a case she would normally accept. Michael echoes this sentiment and adds that rejecting “bread and butter” cases from referral partners was hard to do at times but needed to be done to ensure that the proper time and care was being put into existing cases; and that his staff was not going to be stretched too thin. This is how they knew it was time to hire 3 new associate attorneys. “I always want to market our firm honestly, and I want us to fulfill our promises as well.” – Delisi Friday Following this, Delisi asks Michael how he knows when the firm needs to grow and how to figure this out. Michael breaks down his answer in two points: * “If I see the workloads on my people are becoming unhealthy.” * “If [I’m] having to turn down things [I] wish we could keep,” paired with asking yourself, “Am I having to turn down enough things that justify hiring someone else?” Adding onto these points, Michael says he saw that his firm was at the point where they had to hire more lawyers or start saying “no” to cases at a rate that he felt would damage his referral relationships. To this, Delisi brings up the firm’s weekly docket discussions. During these meetings, she not only brings up the number of cases on attorney dockets, but also the phases of those cases to properly assess if they have the bandwidth for more cases. Michael then discusses doing something similar in his monthly attorney development meetings and adds that a further challenge is getting lawyers to trust him enough to tell him when they are overwhelmed. “I have to prove to them that I’m worthy of their trust … [by taking] steps to help and not punishing them for being overloaded.” – Michael Cowen Delisi then asks Michael how he decides how he’s going to grow, to which he explains why he looks for what the pain points are and what type of hire would resolve them in the most efficient and logical way. This leads them to discuss the pros and cons of hiring an experienced lawyer, which has historically not had the best “hit rate” at their firm. This, according to them, is due to the firm’s established culture, procedures, and systems, which many experienced lawyers may find difficult to adjust to; having been trained in and working under different systems and procedures beforehand. “I can’t do legal work, market the firm, and run a 33-employee firm.” – Michael Cowen Michael then touches on the fear associated with growth; more specifically the fear of letting responsibilities go. He goes on to say that finding and hiring the right manager to cover those responsibilities and run with them is essential. By hiring and promoting the right people, such as his firm operations and intake managers, Teresa and Delisi respectively, most of those fears and anxieties have subsided while productivity and efficacy have only increased. Building from this conversation, Delisi asks Michael what he’s learned along the way from scaling his firm and his advice for other lawyers, which he breaks down into 3 main points. * Do you want to grow? * Is this a temporary bump, or do you have a sustainable flow of business where it makes economic sense to grow? * Do you have the cash flow to grow? Throughout these points, Michael notes that growth is not for everyone,

 97 – Chris Finney – Maximizing Value In Your Life & Law Practice | File Type: audio/mpeg | Duration: 1:00:08

In this episode of the Trial Lawyer Nation podcast, Michael speaks with St. Louis trial attorney Chris Finney, to discuss his recent $750,000 jury verdict on a non-catastrophic injury case, the different voir dire techniques he used, his path towards personal development, and so much more. The episode begins with Chris sharing his story about how he became a trial lawyer. Being the son of a plaintiff’s lawyer, Chris knew becoming a lawyer was something he would do. After law school he took a job working at the prosecutor’s office, but left when he was offered a job paying much more money at a defense firm. His time working on the defense side was limited and he quickly realized he was destined to be a plaintiff’s lawyer. “We can get him out of this mess in like 5 seconds. Just call the plaintiff’s lawyer, ask him what he wants, and we’ll give it to him … and I didn’t get the best response.” – Chris Finney Michael transitions the conversation and brings up the topic of development, asking Chris what he has done to excel in his career. Chris shares everything from regionals with Trial Lawyers College, Trial By Human, ethos with Rick Friedman, working with Sari de la Motte, Trial School, attending Trial Guides seminars, and reaching a comfort level with who he is when he tries cases. This brings up the topic of therapy, with Chris sharing how many of the lawyers he would meet at CLEs were divorced. Being happily married and a father to 5 kids, Chris knew he had to find a way to make it all work. Michael agrees and points out that being a trial lawyer means you have to trust a jury, realize the amount of influence you have on the success of a case, understand you cannot control everything, speak with clients and their families when they have been through something traumatic, and all of this can take a real toll on you. “You don’t have to sacrifice your entire life to do this and be good at it,” Chris adds, “you have to find some kind of balance.” “There’s no better investment than investing in yourself.” – Michael Cowen Part of the journey in development is also realizing you will not win them all. Which is why the conversation then turns to this topic, one repeatedly mentioned on the show. Chris shares that he has realized, “No one is going to remember your losses.” To which Michael likens this to professional football players. If Tom Brady is described as one of the best quarterbacks of our time, no one is going to expect him to win every single game, so why should lawyers expect the same of themselves? You give it your all and don’t beat yourself up if it doesn’t always go your way. “It’s either too complicated or the jurors are very bored. Brevity and being concise about what’s important, has really helped us a lot.” – Chris Finney The conversation then shifts to the topic of simplicity with Chris and Michael both agreeing on the importance of this in trial. “Any case is a simple case, it just takes a lot of work to get there,” Michael shares. The trust to do this and the trust in your teammates for it to be a success takes work and as Chris points out it’s done “in your personal exploration.” Running a successful law practice includes having a great team and Chris brings up the importance of letting his staff know that “nothing they do will sink us.” Empowering staff to make decisions instead of running to your office every 5 minutes, allows you to be more productive and focus. Michael adds that in this current employment climate, keeping your staff is more important than ever. To which Chris takes a step further, sharing why it is also important to make sure when the office is gearing up for trial everyone is there and everyone puts in the work. The effort is done as a cohesive team. The podcast then transitions into a detailed discussion on Chris’s recent jury verdict of $750,000 on a broken arm case. Briefly outlining the case,

 96 – Malorie Peacock – Building Your Profitable Law Firm | File Type: audio/mpeg | Duration: 1:02:28

In this episode of the Trial Lawyer Nation podcast, Michael sits down with one of his favorite guests, his law partner Malorie Peacock, for an episode about the decisions they’ve made over the years to build and run a profitable law firm.  “It’s a podcast about actually making money from practicing law.” – Michael Cowen Michael and Malorie begin the episode with a look at where they started in 2014. Back then, the practice was general personal injury with a lot of small car wreck cases. That year was the first time they decided to stop taking non-commercial cases without a large insurance policy – a scary decision at first but has since proven to be very successful in branding Michael as a “big case lawyer” with referral partners. And because of this scary decision, Michael began meticulously tracking specific numbers to make sure the new strategy was working.   Michael shares the main numbers he tracks and analyzes with his leadership team annually – the average case fee and the median case fee. He then breaks it down further by case type, referral source, lawyer assigned to, and more.   Tracking each of these has shown that even though the firm is only accepting 1/3 of the cases they did before, the firm has grown significantly since 2014. This has helped fuel decisions from what kinds of cases they accept, to marketing, and when to hire more staff.  “I didn’t dare to dream that we’d end up with the median or average fees we’re at now.” – Michael Cowen Michael then reminds listeners that he’s been doing this for 20 years and being this picky about what cases he accepts is NOT something he could have done successfully when he first started.  “If it doesn’t work, you can make other decisions. You don’t have to die on this hill.” – Malorie Peacock He and Malorie then dive further into their “counterintuitive” approach to growth – to accept LESS cases but make MORE money – and the big and small decisions that were made to get them where they are today.   The first big decision was that they would not accept any car crash case that did not involve a commercial vehicle or 18-wheeler, unless there was a “large” insurance policy, adding that the definition of “large” has been re-evaluated and changed many times since the decision was first made.   Malorie then digs deeper into why re-evaluating your rules for case acceptance every year is so vital. Michael explains that you need to see if it’s working, and if it is working, decide if you should lean further in that direction or not.   Another decision made was if it “doesn’t have wheels” and isn’t worth at least $1 million, they usually won’t take it. Michael shares why this one has been hard to stick to, but he and Malorie discuss why they need to be this picky, citing the lack of systems in place for these cases as well as the amount of research and work that needs to be put in to get the maximum value for the case.   Malorie and Michael continue discussing some of the changes they’ve made, and some changes they decided not to make, and how they evaluate each item up for discussion. For example, they frequently discuss eliminating cases with low property damage, but for now have settled that they’ll take a low property damage case if it meets other criteria. This insightful and holistic approach is a must-hear for any listener who is looking to re-evaluate their approach to case acceptance.  “You can’t fight a war on 3 fronts…If you have to fight on all 3 of those issues, it’s really tough to get a jury to go along with you on all 3 and still give you a lot of money.” – Michael Cowen This leads Michael and Malorie to discuss the sunk cost fallacy once again, where you hesitate to pull out of a case once you’ve put money into it. Michael shares how he used to spend most of his time working on cases that didn’t make him any money,

 95 – Jody C. Moore – A Righteous Claim: Fighting Elder Abuse | File Type: audio/mpeg | Duration: 1:01:37

In this episode of the Trial Lawyer Nation podcast, Michael sits down with attorney Jody C. Moore out of Southern California. Jody is an established trial lawyer specializing in elder abuse who, together with Susan Kang Gordon and Jennifer Fiore, recently won a $13,500,000 jury verdict on a 10-plaintiff case, in a 4 ½ month-long, 100% Zoom trial! Michael and Jody kick off the episode with a look at what elder abuse is and how Jody got started in the field. Jody shares that elder abuse cases primarily look at neglect and why it happened. It usually boils down to a corporate systemic neglect case. Jody started her career in med mal defense, then quickly shifted to nursing home defense. During this time, Jody’s grandma went to live in a nursing home, where she was neglected. This truly powerful story concludes with Jody inheriting $500 from her grandma and using it to start her firm, where she’s been doing plaintiffs elder abuse cases ever since. “If this is happening to her, what’s happening to the people who don’t have advocates?” – Jody Moore When Michael asks how Jody built the skills needed to get a good verdict, Jody credits putting in the technical work but says she relied heavily on her instincts early on. She wavered from this after seeing her first success and started to read every book and follow everyone else’s methods, but found the results to be lacking. Recently, she has circled back to being herself and trusting her gut in the courtroom, which is where she has found the most success. “At the end of the day, you have to be yourself.” – Michael Cowen Michael then digs into the details of Jody’s case. Jody explains how 10 residents were neglected in an Alameda County nursing facility. The ways they were neglected ranged from wound management to dehydration and malnourishment, to an excessive number of falls- citing a gentleman who fell 42 times throughout his stay. Jody also highlights the complicated nature of California’s Elder Abuse Act, which only allows blame for elder abuse cases to be placed on the company or individual who is in “custody” of the resident. So, the trial team was tasked with proving the parent company’s control and responsibility. After an intriguing look into the complexity of California’s Elder Abuse Act and recovery caps, Jody shares more on how the case was tried. The trial was 100% over Zoom and took 4 ½ months, but only occurred 4 days a week from 9:00 AM until 1:30 PM. This served to keep the jurors from having Zoom fatigue and helped the court stretch its limited resources. The trial was broken into multiple phases, starting with the “care of custody” issue where the trial team presented evidence on corporate control. While every witness on the stand claimed they were simply a “consultant,” this defense quickly fell apart when it became clear the consultants were controlling everything. By the time the trial got to punitive damages, this story arc was very helpful to the case. Michael then asks what the company did wrong to harm so many residents, and Jody shares the primary theory is understaffing. This facility was operating below the state-mandated minimum number of staff 1/3 of days in the past 3 years- something that sticks out compared to most other facilities. Michael commends this approach because it makes more sense to say the company didn’t have enough people there than to say the employees just don’t care. Throughout the episode, Jody commends the work of the attorneys who brought her in on the case just months before trial, who did an excellent job of working up the case before her involvement. Jody and Michael shift the conversation to what an appropriate docket size is for an elder abuse attorney, which Jody insists is a very different answer depending on who you ask.

 94 – Delisi Friday – Building Your Leadership Dream Team | File Type: audio/mpeg | Duration: 44:23

In this episode of the Trial Lawyer Nation podcast, Michael sits down with his Director of Marketing and Business Development, Delisi Friday, to discuss how they built their leadership team. The episode begins with a look at how the leadership team started. Michael shares how it started like many of his business decisions, based on a concept from Patrick Lencioni. He started by having regular meetings with his partners, but quickly noticed the flaws in that system – 3 lawyers were making decisions for everybody at the firm, without any input from the non-lawyer leaders who had “boots on the ground.” He found that decisions were being made with old or incomplete information and decided to include Delisi and Teresa (the firm operations manager) on the team. “Lawyers don’t have a monopoly on good ideas.” – Michael Cowen Delisi shares why she loves being on the leadership team. Not only does she provide a valuable and unique perspective in the decision making process, but being privy to the firm’s finances and operations has helped her do her own job better. Michael also adds that many team members feel more comfortable going to Delisi or Teresa with problems than they would feel going to him or the other partners. “It’s uncomfortable to come to the person who signs your paycheck and tell them something that’s not favorable.” – Delisi Friday Michael then goes into detail on how they formed the team and what they did. He explains that the foundation for any good leadership team (and a common theme in this episode) is trust. Building that trust has taken time, but he noticed that trust grew rapidly once the leadership team spent two days answering just five questions about the business. This is where their core values were decided, which form the basis for every decision made. If something doesn’t fit in those core values, everybody on the leadership team feels comfortable calling that out and vocalizing their disagreement. “The debate needs to happen, and it takes a lot of trust to say, ‘Michael Cowen, I don’t think that’s a good idea and here’s why.’” – Michael Cowen After a brief discussion on how they measure success in different areas of the firm and how they use those metrics in lieu of a prepared agenda for their weekly meetings, Michael and Delisi continue to talk about trust, conflict, and decision making in their leadership team. Michael shares why it’s important for leadership team members to know if he says something critical about them, it’s coming from a good place rather than trying to put them down – and this vulnerability-based trust is really hard to develop. Delisi agrees and reveals she can take things personally and has had learn to be in the right mindset going into these meetings. And while most of their decisions are a consensus, not all are, giving the recent example of a vaccine mandate at the firm, which they decided against after a lengthy and heated debate. The most important thing, Michael says, is that everybody feels heard and the team is respectful of one another. “It’s a beautiful thing to see in a business, and I also think it makes us a healthy business.” – Delisi Friday After sharing how to look for disagreement in facial expressions and body language when it’s not being vocalized, with Delisi sharing an interesting comparison of this and voir dire, Michael opens up about how it isn’t unnatural for him to have uncomfortable conversations. But as he’s gotten better at having them at work, he’s also grown more comfortable having them with his family at home. “It’s a skill that we have to develop, like anything else. And it’s a skill that really pays dividends.” – Michael Cowen One of the most uncomfortable conversations for him was that of the firm’s finances, which he now shares the details of with his entire leadership team. At first, Michael shares, he was worried that they would panic and leave because of the...

 93 – Hans Poppe – David vs. Goliath: Winning the Uphill Battle | File Type: audio/mpeg | Duration: 1:05:24

In this episode of the Trial Lawyer Nation podcast, Michael sits down with Kentucky-based trial attorney, Hans Poppe, to discuss his recent cases, the difficulty of trying med mal cases, and much more. The episode begins with Hans going into his history as a trial lawyer. Hans began his practice in Louisville, Kentucky, and currently runs a small, 100% referral-based firm, focusing on catastrophic injury cases. He goes on to explain that he started his firm 4 years out of law school and gradually built his practice through the years by focusing on case selection and making sure everybody knew what he was interested in by utilizing marketing methods such as CLEs to maintain relationships and monthly newsletters. Following a brief discussion on CLEs, Michael inquires on Hans’ trial record on med mal cases, to which Hans responds, “We’ve won 3 of the last 4 med mal trials, [and have] gotten punitive damages in all 3 of [those wins].” He goes on to say that he’s been focused on trying these cases differently. To this, Michael asks Hans to explain more about his recent wins, adding that med mal cases are tough for plaintiff attorneys. Hans agrees and adds, in Kentucky, the defense win-rate is 80-90%, and how there’s a very small group of attorneys in the state who take these cases to verdict. He goes on to say even the top lawyers who are doing very well are still losing 80% of the time. “You’ve got to be able to put $100,000 on the line and know there’s an 80% chance that you’re going to lose it.” – Hans Poppe Continuing the discussion of the difficulty and uphill battle of med mal cases, Hans expresses the importance of being “hyper-focused” on case selection and realizing “every case is actually 3 cases,” (meaning the case you sign up on day one, the case you prepare for, and the case you try; none of which are the same) and how those factors need to be top of mind during case selection. Building on the topic of trying med mal cases, Hans goes on to explain if you go into the courtroom and try against a physician just based on medicine, you’re going to lose. He outlines how defense lawyers who handle med mal cases are very good lawyers and work those cases hard, and how you need to “find something else” to bring to the table. “If you can get past the medicine… and find [focus in on] the other angle… the other side is not used to that.” – Hans Poppe To explain the concept of “getting past the medicine,” Hans goes into detail on his most recent case involving the suicide death of his client. He shares why it was an impossible case, considering his client committed suicide, but he chose to frame the case so it started before the suicide. He describes the business practice of this particular pain management clinic and the unavoidable outcome it produced of patients not receiving the care they need. This was due to patients only seeing doctors on their first visits and mid-level providers in subsequent visits. In this case, the prescription given to his client was written 4 days before he’d even seen the provider and was for half of his normal dose. “What we focused on were the business decisions that were being made,” Hans says before delving deeper into the unethical business practices of this clinic. This case ultimately resulted in a $7 million verdict and was a zero-offer case, which Hans adds, “the defense had no idea.” “There were 15 doctors, and the doctors aren’t seeing the patients… each doctor has 4-5 nurses under him, they see a patient every 15 minutes, and so the doctor bills 4-5 doctor’s visits every 15 minutes.” – Hans Poppe Following this discussion, Michael and Hans go into another of his recent wins, a $21.3 million verdict case involving an unnecessary pacemaker. In this case, Hans and his team focused on the business practices of the hospital, and how it entangled with cardiologists and encouraged them to perform heart procedures; essentially di...

 92 – Delisi Friday – Back In Action: Post-Trial Discussion | File Type: audio/mpeg | Duration: 56:48

In this episode of the Trial Lawyer Nation podcast, Michael sits down with his Director of Marketing and Business Development, Delisi Friday, for a retrospective look at his recent in-person trial, including prep, mindset and more, only 3 days after the case settled. The episode begins in a unique way with Michael turning the tables on the traditional Trial Lawyer Nation format and passing the interviewer role to Delisi. She goes on to open the conversation about how Michael is doing after his recently settled trial. “I’m on cloud 9,” Michael says in response, before going into how fun it’s been getting back into a courtroom for his first in-person trial since February 2020. (For the post-trial discussion of that case, check out Ep 53 – The Verdict Is In! with Malorie Peacock.) After a brief reflection from Michael about just how much he missed in-person trials, Delisi comments on the “calm confidence” he displayed throughout the trial and asks how he developed that skill. Michael goes on to describe working on his mindset and sense of self to “have joy in trial.” He elaborates by sharing how he worked to separate his value as a person and his worth as a lawyer from his trial results. This created an environment where he was not only able to have fun and focus on what he needed to do, but also remove unnecessary pressures. “You don’t want to say ‘I don’t care whether I win or lose,’ because that’s not true […] but, I just let it go [and] went in there with, ‘I’m just going to have fun, I have a great story, I’m going to tell that story, and I’m going to trust the jury to do the right thing.’” – Michael Cowen Following a discussion on the differences between this trial and trials in 2019, Michael goes into the unique jury selection process for this trial. For starters, to appropriately space the 45 potential jurors, a larger courtroom was used which came with its own obstacles, such as columns blocking peoples view, the need for multiple spotters, and jurors being unable to hear their peers which limited discussion. “This was probably a little better, because we actually got to talk to every single person and the judge didn’t give time limits. We got to spend a full day doing jury selection, which in south Texas is a rare thing.” Circling back to voir dire from a conversation about the client in this case and the challenges that arose from her growing story, Delisi cites Joe Fried’s advice from a previous episode (Ep 86 – Challenging Your Paradigm) regarding being comfortable with your number and asks Michael about his number, how he got to it and if he brought it up in voir dire. Click here to view/download Michael’s opening transcript for the case referenced in this episode. “I wanted to mention the $30 million number, that was going to be my ask in the case, and I put a lot of thought into why I thought $30 million was fair in that case […] I wanted to get it out there early.” – Michael Cowen In order to better understand the $30 million number, Michael goes on to describe his client’s injuries and her life before the incident. Before the incident, his client was a charge nurse at a women’s oncology unit in a top hospital in San Antonio. She enjoyed her job, helping others, the comradery with her fellow nurses and some well-deserved bonding time after a 12-hour shift. After the incident, however, that would quickly change. Following an incident at Big Lots, where a 29-pound box hit her in the neck and shoulders, she would incur physical injuries such as a multi-level fusion in her neck, a rotator cuff injury, back pain and (we believe) a mild traumatic brain injury (mTBI).

 91 – Sara Williams – Beyond Discomfort: Pushing Through & Seizing Opportunities | File Type: audio/mpeg | Duration: Unknown

In this episode of the Trial Lawyer Nation podcast, Michael sits down with award-winning trial attorney, professor, and trial coach, Sara Williams, to discuss Sara’s history and transition into plaintiff law, the importance of pushing through discomfort, her recent monster case, and much more. The episode begins with Sara talking about her “army brat” upbringing, including living in various places such as Germany and Holland, before attending law school in Birmingham, Alabama at Cumberland School of Law. She practiced insurance defense for the first 7 years of her career (including a trucking defense practice) until she “could not do it anymore,” resulting in her move to plaintiff law with Alexander Shunnarah Trial Attorneys. Michael then inquires further about what made Sara want to be a plaintiff lawyer. To this, Sara responds, “When I was in law school I wanted to be a plaintiff’s lawyer, but, at that time, plaintiff firms in our market weren’t really hiring directly out of law school.” Sara then goes into the story of her last big case as a defense lawyer, a wrongful death case involving the drowning of a 9-year-old. Less than a year after winning the case, she would leave defense law. “It didn’t sit well with me… it was the first time I ever won a trial, went home and did not celebrate it.” – Sara Williams After discussing Michael’s disbelief at Sara labeling herself an introvert, the conversation shifts to the differences between what is needed to be a successful plaintiff lawyer as opposed to a defense lawyer. “What I do now is so much harder,” Sara responds, before referencing the view on the defense side in retrospect, “[…] the bar was not as high, I feel, now that I’ve done it on both sides.” She goes on to say that she’s done so much more to develop and hone her skills as a plaintiff lawyer than she ever did as a defense attorney. The two then go into several of the methods Sara has found the most useful to develop her trial skills, which include: * ATAA (Academy of Truck Accident Attorneys) * Sari de la Motte’s “From Hostage to Hero” podcast (A MUST LISTEN for her students) * “Don’t Eat the Bruises” by Keith Mitnik * Brené Brown’s books * “Presence” by Amy Cuddy “When we’re in the right state of mind … that’s when we can really tap into the emotions, the empathy, the vulnerability, and best communicate that to a jury.” – Sara Williams The conversation then shifts to Sara’s work as a professor and trial coach with Trial Advocacy. She explains her love for teaching students, especially those like her when she was starting out: quiet, shy, and introverted. “When they realize and cross over from good to great, and they own themselves, and they’re just being who they are; that really motives me.” She goes on to say that coaching also keeps her skills sharp when she’s not in trial herself. After covering topics ranging from Sara’s partnership with Alexander Shunnarah, to the importance of making connections at conferences and really utilizing your time in those environments, the topic shifts to Sara’s recent $12 million verdict. Sara then outlines the details of the case, in which a bus driver in Birmingham, AL fainted while driving, causing the bus to turn over and fall into a ravine. She goes on to talk about the primary plaintiff, a woman whose injuries resulted in the amputation of her leg above the knee, and how she tried to gain control of the bus after noticing the driver had fainted, which ultimately resulted in the handicap ramp falling onto her leg when the bus turned over. This woman was one of 17 plaintiffs in the case.

 90 – Sonia Rodriguez – The Trials of War: Tactics, Strategy & Mindset | File Type: audio/mpeg | Duration: 53:25

In this episode of the Trial Lawyer Nation podcast, Michael sits down with Cowen Rodriguez Peacock partner and attorney, Sonia Rodriguez, to discuss Sonia’s rediscovered inspiration and lessons from Sun Tzu’s “The Art of War,” and the strategies and tactics trial lawyers can utilize from it while still dealing with a pandemic. Michael opens the episode by telling Sonia about his feelings of frustration about his upcoming case (which is less than a week away at the time of recording) being canceled due to Covid concerns. Sonia responds to this by saying this trend of “getting the rug pulled out from under you,” seems to be the “new normal” for trial lawyers during the pandemic. The two then begin to discuss how this impacts your case outside of the courtroom, specifically having to invest time and money into a case multiple times due to cancellations, the need to find flexible experts, and the pandemic’s “giant wrench” in your damage evaluations. “We all know that, even in non-pandemic times, the certainty of a trial date was never really that certain. But now, the prospect of having to prepare multiple times for the trial setting is going to multiply the cost.” – Sonia Rodriguez The conversation then shifts to what trial lawyers can do in times like these to maximize the value of their cases. Sonia begins by discussing her re-reading of Sun Tzu’s “The Art of War” and its impact on her successes in 2021. “I’ve been practicing law for almost 25 years, and I’ve never made more money in a one-year period than I have during this pandemic,” Sonia says leading into her first citation from the book (with a notable twist for trial lawyers); “Supreme excellence consists in breaking the enemy’s resistance without [a trial].” This, she notes, is similar to the modern-day strategy, “If you want peace, prepare for war.” Sonia then delves deeper into this concept by discussing how she prepares for war, or in this case trial, by hiring and preparing our experts, paying for exhibits, and (probably most important) laying plans and evaluating her cases strengths and weaknesses. “If you know the enemy and know yourself, you need not fear the result of a hundred battles.”– Sun Tzu, “The Art of War” Building on the subject of the importance of evaluating your case, Sonia presents one of her touchstones for case valuation: Remember torts 101, negligence has two parts. She presents that it’s easy to fall into the rut of evaluating your case based on your client’s damage model. However, if you look at your case carefully, based on liability factors you believe, and go to battle fairly evaluating both components, you will add value. Michael agrees with this, adding that if the defense did something really bad, you’re more likely to get a bigger result. The two continue this conversation with Sonia explaining how mediators only want to talk about low property damage and pre-existing conditions; subjects to which she responds, “I spit on that!” Instead, she wants to talk about this trucking company, how they have no training protocols, how they’ve had the same types of crashes for the last 3 years, and so on; ultimately aiming to change the framework of the conversation to focus on liability. “No one really knows what a case is worth. There is no magic formula … . If we, in our heart of hearts, believe it’s worth more, we can get more.”– Michael Cowen Sonia then shifts the conversation to “attacking by fire,” or, in other words, always coming from a position of strength, even if you have weaknesses in a case. Regarding the weaknesses of the defense, however, Michael adds, “you always want conflict in the other room.” We want to add pressure to the other side to the point that they want out. Adding a final point to the subject of “attacking by fire,” Sonia hones in on her “fun” way to strategize; namely finding the pressure point of the defense and exploiting that weakness.

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