Category Archives: Law Practice

YOU SHOULD BE AWARE OF THE IMPACT OF SOCIAL MEDIA

Last Friday I spoke to the Idaho Trial Lawyer’s Association at their annual convention. On the program was Assistant Chief deputy Attorney General Brian Kane who talked about social media and  how it impacts lawyers. I thought I had a good grasp of the implications, but after listening to Brian decided I needed to talk to my partners about the subject, especially as part of our new client intake process.

Brian said  that in 2012 some 800 million people are active Facebook users, up from 200 million in 2011. There are 100 million Twitter users in the United  States and 50 million of those log in at least once a day. There are more than 150 Google LinkedIn Users as well. The important  point he made about this was that these are not just kids. His chart on the average age of  these users were in the 32 years  of age to 38 years old which means we are talking  about many of our jurors and a whole  lot of our  clients.

The risks of using these social media devices by both lawyers and clients is significant. For  lawyers, Brian pointed out, when we use these devices  we can lose attorney client privilege by the client simply forwarding  the communication  to a non party. We can unintentionally create an attorney client relationship which could lead to legal malpractice suits especially regarding issues like the statute of  limitations. Ethical rules apply to our communications. We can violate the ethical obligation of confidential communication. Then there was the lawyer who obtained a case continuance “to attend her grandmother’s funeral” and posted photos about her vacation and partying during the stay, but was caught by a judge who saw it.

For both attorney and client the most important fact is that there is no assurance of privacy and one should assume everything is public. For clients, that means what they post should be assumed to  be available in discovery or by the insurance company or their lawyers  searching. There are numerous examples  of how this can be a disaster. The plaintiff who claimed his scaring  was so traumatic to him he couldn’t wear shorts anymore, but who posted numerous  shots of him in shorts. Or the motorcycle plaintiff who said he couldn’t ride bikes anymore who posted the photo of his brand new Harley with other shots of him riding.

Brian pointed out that we can’t just have our clients delete it because that runs the risk of ethical violations plus spoliation of evidence violations. In  case the plaintiff  did delete the material and the court barred her from introducing any evidence of mental anguish because the material may have included social participation or other relevant facts.

Of course, there were the other cases involving jurors who compromised verdicts by their use  of social media during trials including one woman who texted her hairdresser about  the ongoing deliberations of the jury in the jury room. There are even cases of judges whose social media use involved judicial ethics violations and sanctions.

At the same time these devices represent a great resource for us in investigating jurors, witnesses and others. Clearly we must investigate our own clients material and make sure they fully understand the significance of what they post. There is a potential for jurors or even judges seeing  what has been posted. Bear in mind that the majority of users do not protect their sites  from review with privacy passwords or other means.

When we talk about blogs and websites we have exactly the same problems as outlined above.  Assume that everyone reads your profiles and posting. That means judges, jurors, lawyers, clients and the entire public. Do not mindlessly unload words without this  awareness at the risk of  substantial harmful consequences.

I thank Brian for this informative talk. It may well be that all of  you were already aware of this, but for me what was an eye opener was the significance of what is posted or sent as available to virtually anyone. Be forewarned.

 

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Copyright 2012 Plaintiff Trial Lawyer Tips

Developing a case referral office policy

If you are contacted about cases that you either can’t or don’t want to accept you should consider a standard office policy on referral of cases. Here is an example of a policy:

A GENERAL POLICY

1. There are four types of cases we refer out to other attorneys:

(1) Cases involving legal work outside of our area which have sufficient merit to justify a referral to a specific attorney

(2) Cases with we don’t feel are substantial enough but have sufficient liability and damages to justify a referral to a specific attorney

(3) Cases or where there is a conflict of interest

(4) Cases with minimal liability or damages which we don’t want and simply refer out.

2. There are two situations involving referrals of these cases: (1) where we expect a referral fee or reimbursement and (2) where we don’t.

3. In each of the situations the information will be entered in our case management software.

4. In each case where a referral is made to a specific attorney it will be made from the attorney referral list and a letter to the attorney as well as the client will be sent.

B. REFERRALS INVOLVING CONFLICTS OR OUTSIDE OF PRACTICE AREA

1. Referrals involving a conflict should be made to those who we know are qualified to handle that kind of case. The other referrals should be to those who practice that type of work. However, we do not refer divorce cases to specific attorneys. See following list of attorneys and types of legal work to refer.

C. CASES WE TAKE FOR SETTLEMENT ONLY

1. These cases must have a settlement value of $____________or more to qualify.

2. The client must sign a retainer indicating they understand we are willing to try to settle the case but if not possible will not file and will refer out.<1

3. It’s understand that our usual "sue, settle or dump" policy does not apply and these cases may remain open up to 1.5 years. The file must have a designation of that fact.

D.REFERRALS INVOLVING A FEE DIVISION

1. Referrals of cases for a fee division will be made to specific attorneys we have an arrangement for fee division. We normally do not charge a referral fee and do so only where we have an ongoing role involving work by our office.

2. We will send a letter outlining the fee division and put a copy with the retainer in the file.

3. We will create a diary entry in the case management system to check the status of the file and monitor the progress – particularly the statute of limitations.

E. POLICY INVOLVING REFERRALS TO OUR OFFICE

1.In cases involving attorney referrals we need to determine in the lawyer expects a referral fee. The attorney will decide if we want such a case and the ethical requirements we need to follow.

2.In cases where the referring lawyer has a continuing involvement with us,a written confirmation of the fee division is required and the client must be informed.

3.If the referral is from a non lawyer, a thank you letter is required from the lawyer.

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Copyright 2011 Plaintiff Trial Lawyer Tips

I’m much too young to feel this damn old (with apology to garth brooks)

We just returned home after two weeks of travel in Europe so I am behind in posting to this blog. I haven’t had a chance to develop something for this week so let me share a short story of my start as a lawyer almost half a century ago.

It was forty six years ago at a movie theater in down town Spokane. A dozen or so of us gathered on a Saturday in the movie theater with our families and law school representatives. We were there to receive our law degrees from Gonzaga Law School. All of us had attended night school for four long years while holding down paying jobs during the day. I had worked for a lawyer doing briefing and other work. We were now we were receiving our diplomas (written on large parchment paper in Latin). All of us except the fellow sitting next to me. When he unrolled the paper he found it was a blank page with note inside advising that until he paid a fee owed to the school he would not get his certificate. It’s hard to believe that almost half a century has gone by since that day.

After looking for work in my home town of Anacortes and being told there were enough lawyers there already, I was offered a job as a part time deputy prosecutor for Skagit County by the Prosecuting attorney Walter ("Jack") Deierlein. I was to prosecute cases in Justice Court which were located in the towns around the county. These courts no longer exist. They were replaced by our present day District Courts. The unusual fact about these courts was that the judges were part time and were paid a percentage of any fine they assessed. Furthermore, the judges did not have to be lawyers and only two of them in the whole county were lawyers. The rest were garage mechanics and others who were allowed to serve as a judge. As you might imagine, the conviction rate was extremely high so fines could be assessed or the judge wouldn’t be paid.

Before I was hired no one from the prosecutor’s office appeared in these cases normally. As a result the custom had developed of allowing the arresting law enforcement officers to prosecute their own cases. Law enforcement officers would make a brief opening statement, testify, cross examine and sum up the case. Some became rather sophisticated. In one of my first prosecutions fisheries officer William Gufler poked me in the side and whispered: "object – hearsay."

Mrs. Cook was the only secretary in the prosecutor’s office. She was the secretary for the prosecuting attorney, the other deputy Harry Follman and myself. Since under the law we all were all part time prosecutors we all had a private practice. She had been a legal secretary for years and was fully informed about prosecution work as well as civil practice. In fact, no matter what I dictated she would type what she believed was the correct dictation and would totally ignore what I had dictated. I quickly learned to accept the fact she knew a lot more then I did about the practice of law.

The wonderful thing about trying cases before non lawyer judges was that you had to learn how to communicate simply, plainly and from their viewpoint. You learned to see the big picture and identify compelling issues because most of these judges had small regard for strict rules of evidence and were primarily interested in accomplishing their idea of justice

We had no public defender in Skagit County, but we did have John Brisky. In middle age, John had clerked his way to a law degree without ever going to law school. He had a generous spirit and represented many defendants in criminal cases both in Justice court as well as Superior court. He defended many of the Justice court cases and most of the defendants could not afford to pay much if any fee. When the judge would call out the names of defendants as their cases came up, I’d watch John finger his way through a stack of paper and if he found a name would respond that he was the attorney for the defendant. It was his form of a fee contract. The papers were printed form promissory notes signed by the defendants for the amount of his fee. The great majority were never paid.

After awhile I was allowed to prosecute cases in Superior court. Judge Charles Stafford and Art Ward were the two Superior court judges in Skagit County. Both played a significant role in my continuing education as trial lawyer. Judge Stafford was a student of the law. He was the first judge to ever serve on all three court levels of Superior court, Appellate court and Supreme court. Judge Ward was a very bright lawyer who had been a plaintiff’s trial lawyer for many years in Sedro Woolley. Both judges considered it part of their responsibility as a judge to educate lawyers who appeared before them. Judge Stafford required legal briefs on every conceivable issue in the case and was a stickler about rules of evidence. Judge Ward had little patience for poor trial tactics and unprepared lawyers. Neither were reluctant to point out during the trial their dissatisfaction with the work or the conduct of lawyers who appeared before them. In addition, as part of their educational process, if you asked, and sometimes even if you didn’t ask, they would advise lawyers about proper trial procedure or trial tactics during recess or after court. Lawyers would often wait for the jury verdict with the judge in his chambers in the old court house building. When you heard sounds of toilets in the next door jury room, through the wall, continuously start flushing you knew the jury had a verdict.

When I started the practice of law, lawyers in the county were always ready to help young lawyers. For example, Ruben Youngquist had the largest probate practice in the county. When I had a question about probate I went to Reuben who would open one of his metal filing cabinets, search around and pull out a file which he would hand to me and say: "Here, follow this file and copy the forms." Then he would carefully explain what I needed to do. George McIntosh was an outstanding lawyer and a great defense attorney with his low key down to earth approach. He had a great skill of simplifying and organizing. He taught me the benefits of a three ring notebook with dividers and notebook paper long before lawyers were advised to use a trial notebook. Clyde Fowler, was a local lawyer who once was my ghost writer in a successful negotiation. I had a plaintiff’s case and didn’t know how to try to settle it. The Seattle defense lawyer never found out who was the real brains behind the skillful negotiation.

I don’t think I ever missed an opportunity to spend some time watching jury trials in Mount Vernon whenever an out of town lawyer was involved. I watched some of the leading lawyers from around the state try cases in the Mount Vernon courthouse. Many of them were willing to discuss trial with a young lawyer during the noon recess or after court. The trial judge was always willing to give advice after court as well. I remember one trial when a Seattle lawyer found out that a prospective juror was a distant relative of his opponent, Mount Vernon lawyer Alfred McBee. He asked the juror if he thought that fact might influence the juror. The juror said "Well, I should would hate to see Alfred lose." Robin Welts was one of the finest trial lawyers I observed in trial. He did both plaintiff and defense work as well as maintaining a general practice. Most lawyers had a very general practice in our county. Robin was an exceptional trial lawyer who was always willing to give advice and help. Both he and McBee also were elected president of the Washington State Bar Association.

When I began the practice we followed laws of code pleading – not notice pleading which someone has described as nothing more in a complaint then "pointing and grunting." Pleadings were very technical and the motion practice significant as mistakes were often fatal. One had to be careful about the wording of a complaint.

There were few depositions and with limited scope. Interrogatory practice and our modern discovery practice didn’t exist. Trial by ambush was the norm for the most part. Trial lawyers had to be prepared to cross examine witnesses they may never have heard about before and new nothing about until they began testifying. Discovery meant using your wits or a private investigator to find out what you could before trial. In earlier days in was not uncommon for witnesses to be unavailable to the other side until they testified or perhaps not around until the trial was over through intervention of one of the parties. Lawyer developed the skill of thinking on their feet in trial, of dealing with the unexpected and in being prepared for surprise. It had the advantage of not spending a lot of money on discovery and in shorter cross examinations since one never new what to expect.

In these pre television days, people would come to watch significant trials as a form of entertainment and any lawyer who couldn’t quote literature or scripture was not prepared to trial jury cases. The whole pace was slower. Things were simpler. It was a very different era then today. There were no jury trials in the summer. Jury trials, in general were shorter then today. A two to three day jury trial was common and some lawyers would try several cases a month. The amounts involved were significantly less. A common auto policy was the "nickle and dime" policy of $5,000 per person and $10,000 per occurrence which was considered more then adequate coverage. There were no million dollar verdicts. In fact, when Melvin Belli achieved a $100,000 jury verdict in California it was national news as a record verdict.

I’m thankful for the blessing of having been allowed to act as a lawyer during this period and up to the present time. Being allowed to represent people who are in need of help legally is an obligation to always put the client’s interests first. I am as convinced now as I was when I was handed my diploma that being a lawyer was a privilege

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Copyright 2009 Plaintiff Trial Lawyer Tips