Welcome to episode 6 of the Small Law podcast. Yeah, I know episode 7 came out before episode 6. All 8 people who actually listen to this podcast are surely going to be so so angry this. But, today’s discussion will hopefully make you forget that I accidentally published episode 7 when I meant to just schedule it for release after this episode. Oh well.
A tip for trial lawyers – the debrief
Some people may call them their autopsy or the post-trial report. Doesn’t matter what you call it. But I’m going to call it a debrief.
As you practice over the years, you learn from your mistakes. For instance, don’t ask a question if you don’t already know the answer. I learned that the hard way—in trial, with a corporate rep on the stand. I asked a question and I got a very favorable answer. But I was lucky. I remember my gut being tied in knots during his answer.
But, as you begin to practice and do more cases- you will forget stuff. You will remember a lot more than you think you will remember, but you will indeed forget a lot of stuff. So, I recommend the debrief. Here’s what I do. It’s pretty simplistic, and probably could be automated in some ways if you have a high volume practice.
First, I set up a separate folder on my server called Debriefs. After each case I handle concludes – whether by settlement or by trial—I do a separate word document for each case. In the title of the word document I include the date – year, month, then day – the client’s last name – and then a brief description. So, by example, I’d have 2018.02.28- Jones – car wreck case against Allstate
So all my debriefs are in date order. If I’m looking for a particular client’s last name (that’s usually how I remember cases) I can do a simple search and the name will be in the title. But the best part too is that if I’m looking for a specific issue, I can do a word or phrase search for that word or phrase.
So, I just finished doing one for a car wreck case we handled. I’m going to change all the names here for confidentiality purposes. And I will say that this format can be adapted for any type of case you handle. Here’s the information I include:
Clients
Defendants’ names
Cause number, court number and location
Date of incident
Date of resolution
Insurance companies involved
Opposing counsel
And then after that, I do a simple recitation of the basic facts. My pleadings tend to be more detailed so I usually just cut and paste right out of the petition I drafted in the case.
Then I describe the injuries. I do use detail here but I don’t go too indepth. For instance instead of saying low back injury, I may say L5-S1. Or I may say things like two level fusion recommended.
Then I type out a paragraph about specific hot button issues in the case – things that made it a little different from other cases. If a discovery issue popped up and I had to file a Motion for protection, I may include that here. You ever have a case where you think “what case did I file that motion in before?” well, using a word search in your debriefs will allow you to find that case.
Then the last thing I include is a section for three things that worked and three things that didn’t work. Things that I should have done better or things I should do in all cases going forward.
There are several benefits to doing a debrief. The most obvious one is data. You will have created your own database to find out what typical results are for typical cases. I recently had a rollover case with a TBI against a law firm who I had a similar case against about 3 years ago. My debrief refreshed my recollection about some of the things that this particular law firm does during discovery so I could be prepared for it.