Latest / Coopers' Code / Ask an Adjuster: Self-Driving Cars and the Future of Claims, Jury Credibility & More
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- 0:00The biggest mistake people make, and I see it time and time
- 0:03again, because I think at the beginning of trial it's pretty
- 0:06even or even the plaintiff has an advantage because people feel
- 0:09bad that they're there and even though they don't know the
- 0:13defender of the plaintiff yet, they feel bad for what happened
- 0:16and they should. But what happens is people start
- 0:21getting caught in not telling the truth, and I've had so many
- 0:26defense verdicts in my career where that's happened.
- 0:30How do you and welcome to the show.
- 0:32Cooper's Code focuses on legal issues and notable
- 0:34practitioners, distilling wisdom so we all achieve the best
- 0:38results for our clients. I'm Miles Cooper and I'm very
- 0:41excited for this conversation with Peter Kirk.
- 0:43Peter is a career claims representative with decades of
- 0:46experience helping manage risk and assess the value of claims
- 0:49made. I feel like one of my main jobs
- 0:51is to make sure I have the right attorney based on the facts and
- 0:55the exposure of the case. So I would start getting to know
- 0:59people and then getting to know who I needed to use based on the
- 1:03case and the exposure. In terms of working with the
- 1:09assigned attorney and, and this may have changed over time
- 1:13between being in house or outhouse.
- 1:15So to help me if it's different, it sounds to me based on all of
- 1:21your reading of jury works weekly and keeping track of, of
- 1:24what experts and other things. How involved are you with, with
- 1:28the team in terms of identifying, say what action
- 1:31reconstructionist or what independent medical examiner
- 1:36the, the, the team that's being put together?
- 1:38Is that something that you're directing?
- 1:39Is that something that you're working with the attorney on?
- 1:41We work on it together and ultimately I need.
- 1:44I'm the one who decides who all the experts we're going to
- 1:48approve for a case are and who they are and which ones we
- 1:53approve. But it's based on, a lot of it
- 1:56is based on the recommendations of the attorneys that I work
- 1:59with. But I'm the one who decides what
- 2:02experts we have. I'm the one who decides case
- 2:04value. They provide recommendations.
- 2:07If you're going into mediation, how long before a mediation do
- 2:11you want information that say the mediation brief to be able
- 2:14to properly assess? The earlier the better because
- 2:17it gives me time to go through it and be ready for mediation
- 2:20going on to the subject mediation in, in, in this whole
- 2:22thing. I, I actually there's a, a
- 2:27mediator up in the Sonoma County.
- 2:29He just recently retired at 90. He mediated a case last year at
- 2:3490 before he retired. His name is Fred Hirschfield.
- 2:37Oh yeah, yeah. And Fred is a plaintiff.
- 2:39He was a plaintiff attorney he his whole career, but he was my
- 2:42favorite, one of my all time favorite mediators because he
- 2:46always insisted that we would have a, a joint session with
- 2:49the, with the plaintiff and he would ask a few questions to the
- 2:53plaintiff. And if it was OK with the
- 2:55attorney, if I had any questions to ask, let me ask questions,
- 2:59not like a deposition, but just some basic thing.
- 3:01And I, I, I would get to know them.
- 3:03I think one of the worst things that could happen in mediation
- 3:06is letting both the plaintiff and the defence attorney to open
- 3:08your statements, because all it does is get both sides further
- 3:11apart. And, and, and, and it's just,
- 3:13it's not effective in my opinion.
- 3:15And then the other thing that Fred was brilliant at was he had
- 3:17an opinion about what cases are worth, just like I do when
- 3:20everyone else does. He wasn't just going back and
- 3:22forth with offers and demands with no opinion.
- 3:25He's not. We know it's not a binding
- 3:26arbitration, but the whole idea of the mediation is making both
- 3:29sides feel uncomfortable and coming up to a number when they
- 3:32leave that you know it's not their perfect number.
- 3:34But the case is settled, and it's probably better for both
- 3:36sides. I had a big smile on my face
- 3:39when you're talking about the, the opening statements because
- 3:42I've, I, I went through the era of people coming into a joint
- 3:47session and, and they're being big presentations sometimes
- 3:52during some of these sessions. And that would be the morning,
- 3:56and a good portion of the rest of the day would be the meteor
- 3:59trying to bring the temperature back down because everyone got
- 4:02inflamed. It doesn't work, Yeah, but
- 4:04what's even worse now, I mean that's bad, but you know, the
- 4:08whole mediation world has changed.
- 4:10Its COVID. I would say that because of of
- 4:13Zoom, 90% of the cases are now done via Zoom and not in person,
- 4:18which I think is a shame. I do believe it's nice on a
- 4:22Friday afternoon if I'm having a mediation Oakland, not having to
- 4:25drive 2 hours home, which is very nice, not have to do.
- 4:28But so many of these cases, and I just had one about three
- 4:32months ago, we had a mediation scheduled and they didn't bring
- 4:35their client. The main attorney assigned to
- 4:38the case wasn't there. And I'm like, this is just
- 4:42horrible. I mean, it's a waste of my time.
- 4:45It's a waste of money for the, what we had to pay for the
- 4:47mediation. So I believe that it's very
- 4:51helpful to have the person there so we can meet him even online
- 4:54and to have the information to us as early as possible.
- 4:59And, and one of the thought on that is that it's not our only
- 5:02case. You know, his right now.
- 5:05Typically I have sometimes 6 demands pending at once.
- 5:09And it's strictly, it's a lot of stress and, and I exercise a lot
- 5:14to keep the stress so from going down.
- 5:17But the early we can get the information, I can take the time
- 5:19to really be prepared at mediation and to speak
- 5:22intelligently and, and hopefully have a good result.
- 5:26I mean, it's been my, my personal belief, I've mediated
- 5:29over 1500 cases in my career. That for me, 90% of the cases
- 5:36settle at mediation, that I, that I mediate and one of my
- 5:40rules at mediation, I've always stood by and I think it's, it's
- 5:43helpful because I've tried so many cases is that I always tell
- 5:48the mediator when this is my final offer.
- 5:51I don't ever change. I, I think one of the worst
- 5:54things people can do is either to the mediator, to the other
- 5:56side, say this is our final offer and then come back with
- 5:59another one. So that's just my home basic way
- 6:03I go about doing things. And one, one other kind of fun
- 6:07fact about that is that I met my wife through work, and she was
- 6:13working at jams at the time. This was a long time ago.
- 6:16And at the time she had sold this program where the claims
- 6:23reps in the different offices would go to two days of treaty
- 6:25mediation with the Pepperdine professors.
- 6:28Yeah. And then they would agree to go
- 6:32to have seven of their cases go to mediation.
- 6:35And at that time, there was all these rock stars at jams like
- 6:39Bettinelli and Coley Fannin and Judge Weinstein.
- 6:42And so I, I've had that in my, my wife went on to a a career in
- 6:48mostly recruiting. She left that area.
- 6:51But it's kind of been fun for me to have someone in my household
- 6:55who knows about cases. And it's actually gives me a bad
- 6:58time if she thinks I'm being too conservative.
- 7:00But that's that's me. It's funny, it is refreshing to
- 7:03hear your interest in in person mediation.
- 7:06That is something that we are are doing more of post COVID and
- 7:13sometimes we're the only ones there.
- 7:16What I mean by that is we'll show up with our client and be
- 7:20at an office, JAMS, ADR services, what have you.
- 7:23Meteor will be there, but the defense sometimes chooses not to
- 7:26be there. That's too bad, but I think
- 7:28people are getting so comfortable not doing anything
- 7:32that we're moving away from the more effective way to do it,
- 7:35which is in person. But again, everybody has their
- 7:38own opinion. There's a lot of people that
- 7:40don't want to be bothered with driving and there's a lot of
- 7:43people who will say, well, our claims reps are out of state and
- 7:46they can't do it and it's not possible.
- 7:48But I'm here, so that's why. And I always have been here and
- 7:51I've always been willing to go if if if possible, because I
- 7:55think it's more effective. Well, the other piece that I, I
- 7:57found fascinating is we always prepare our clients for the
- 8:02possibility that the adjuster might want to meet them, whether
- 8:05we're in person or whether we're on Zoom.
- 8:07And and, and typically it's that same kind of format of, of what
- 8:10I would describe as softball or, or how you doing the questions,
- 8:13not, not hard hitting the stuff. Correct.
- 8:15Just to get to know them a little bit.
- 8:16And so they're always not prepared like they have a canned
- 8:20speech, but prepared like this might happen.
- 8:22Don't be nervous, it'll be fine. The the media will control it.
- 8:26And I am surprised when we make that offer at how many adjusters
- 8:30say, no, no, I've read the depo or no, I'm not interested.
- 8:34And and so it's refreshing to hear that you that you are
- 8:37interested when that Oh my. Answer is always yes.
- 8:39First of all, it's, it may help them settle their case.
- 8:42If I really like them, I may be inclined to offer more money if
- 8:46they make a really good witness. Plus it just gives me a better
- 8:48connection and, and, and it just, it helps me and I, I think
- 8:51it helps them as well. And, and it's worked really
- 8:54well. Like I said, Fred was the one
- 8:57Fred Hirschfield who constantly did this and I, I just thought
- 9:00it was so effective. One other piece that we haven't
- 9:04touched on is whether you end up in the situations where whether
- 9:10it's multi defendant or multi layer, so farmers being the
- 9:14primary and they're being umbrella or excess, are there
- 9:16situations where you have to work with other adjusters in
- 9:21assessing value? Very rarely because we're not
- 9:24like into the. There's so much like complex
- 9:27litigation out there with different levels of coverage.
- 9:30You know, we're, if we have coverage, it's usually just the
- 9:33auto or homeowners, which I handle and then the umbrella and
- 9:36I'll handle both. OK.
- 9:37So it doesn't happen very often. There could be once in a while a
- 9:40situation where they may have an umbrella with another carrier,
- 9:44but I've never had a case go to trial where that was the case
- 9:47where I had another person involved with me like that.
- 9:49It was just that we had multiple defendants because of Prop 51.
- 9:53Understood. Yeah, part of the the the lead
- 9:55in for that question was whether you need more lead time if
- 9:59you're dealing with a different, different companies umbrella or
- 10:02access in terms of being able to to work with the other, other
- 10:05claims. It does happen, but not that
- 10:07often. OK.
- 10:09Anything else you think we should cover on the mediation
- 10:10side in terms of things that you like to have or, or or or trends
- 10:15that you've seen from early days to to now in terms of mediation?
- 10:19I think that there's all sorts of different things that can
- 10:22happen, like for example brackets.
- 10:24Some people really like brackets.
- 10:27I'm actually a fan of something that has become more common,
- 10:30which is the mediator's proposal.
- 10:33And I'm not naive to think that that's what the meteor thinks
- 10:35the case is worth. The most mediators think that
- 10:38you like to think that they they're listening to you and
- 10:40they understand why you think this is.
- 10:41But you have to be smart enough to know that there's two sides
- 10:44to every case. You can't just think
- 10:46everything's going to go your way, especially it whether it's
- 10:49in mediation or trial. You have to be prepared for what
- 10:52the other side could have. So I like mediators proposals
- 10:55because obviously we haven't settled the case, but it gives
- 10:58us both sides maybe 3 or 4 days. It depend on whatever the meter
- 11:02decides to either accept or reject a proposal.
- 11:05If you reject it, there's no harm.
- 11:07If you both accept it, you settled the case.
- 11:09Ultimately, my goal is to settle as many cases as I can, as
- 11:12quickly as I can. I think there and, and, and
- 11:15again, this is an opportunity to test some some myths, whether
- 11:18they're a myth or fact. I think that there is sometimes
- 11:21a perception on the plaintiff's side that a meteor's proposal
- 11:24number, which would have become much more common over the past
- 11:28five years. It seems that it helps provide
- 11:33the adjuster some additional cover, so to speak, when they're
- 11:38going back to the company to say, well, the mediators thinks
- 11:41that this is an appropriate number to resolve the case.
- 11:43Is it is is that of any assistance to you?
- 11:46I, I think that it can't hurt because it's, again, you've
- 11:49tried to settle within your case and the proposal is, is where it
- 11:52is. And you can think about it if
- 11:53it, if you need to review it with someone else, you can and
- 11:56then make that decision. So it can't hurt at all.
- 11:58And it is a situation where we are, we don't see it this way,
- 12:01but this person does. Maybe we should consider doing
- 12:04this even though that was more than we, we thought we wanted to
- 12:07spend, but it will settle the case.
- 12:09That's why I think the Meteor's proposal is, is effective.
- 12:13I mean, I, I see when we do meteor, when I do Meteor's
- 12:16proposals, I would say 4 out of five cases with Meteor proposals
- 12:20resolved. And I, I think that's pretty
- 12:22good. I agree with you.
- 12:24The the one area where I have had a challenge with Meteor's
- 12:28proposals and we're trying to turn this into a question is
- 12:33once a mediator gives a Meteor's proposal, if it doesn't get it
- 12:37done, I've found those cases can be more challenging to get back
- 12:42on track towards resolution and I don't know if you had the same
- 12:45experience. Yes, I have, but they're rare,
- 12:49so I don't worry about it too much.
- 12:50I still think going through the process of you can settle 4 out
- 12:53of five. Remember my feeling is you can
- 12:55settle 9 out of 10 cases of mediation, then that's a pretty
- 13:01good percentage. And if you, if it takes 4 out of
- 13:04five, and this is just my own in an exact science of numbers,
- 13:08yeah, then it's, it's worth that risk.
- 13:11I I did have one recently that didn't settle at a meteor's
- 13:13proposal and it did go off track for about 6 months, but
- 13:17eventually the case settled. So it just depends.
- 13:22But overall, I think it's worth the effort.
- 13:24I've had two cases where almost exactly what you described
- 13:27happened where it was off track for about 6-6 months or so.
- 13:30We eventually got there, but it, it took more effort and, and one
- 13:36of them required an MSC in order to, to get past the, the
- 13:40impasse, I guess. So you've talked about seeing
- 13:43your cases through trial. I'd love to hear when when you
- 13:49recognize that it's not going to get done.
- 13:52What shifts for you as far as your handling of the client?
- 13:56The thing that really shifts is just making sure that we have
- 14:01all the information so that you know, if it, if I need to get
- 14:05authority from from above me, which I do on any case, that I
- 14:08have all the information to review it.
- 14:10But more importantly that we have all the proper experts
- 14:16ready to go to trial. That is not easy.
- 14:20And then you go through all the expert testimony and that could
- 14:23change. That's a frantic time when it
- 14:26could change for both sides how the case is going.
- 14:30As you're going through that process, how are you being kept
- 14:34up to date on the Are you getting daily reports, emails of
- 14:39transcripts, or summaries of transcripts?
- 14:41What involvement are you having from the attorney to make sure
- 14:44that you stay current on the case?
- 14:46It's not like set across the way.
- 14:48Everyone has their different personalities.
- 14:51I've been lucky in that in the last 20 years that I've been now
- 14:56handling Northern California and all of California.
- 14:59But in Northern California, we have certain attorneys who
- 15:03handled the higher exposure cases and I've had developed 20
- 15:07year relationships with them. There's one who just retired,
- 15:11John Horahan, who I work with for 38 years, who was just, in
- 15:14my opinion, just a brilliant trial attorney.
- 15:18And so they're really busy, but they try and it depending on the
- 15:23case, of course, I, I usually get resume summaries of the
- 15:26expert depositions and on, on how all that is going.
- 15:30And that's one of the reasons why I always try to go to all my
- 15:34trials in person. I don't want the attorney to
- 15:37have to spend the time to tell me what's going on in trial
- 15:39because they're under a tremendous amount of stress.
- 15:43I remember and I can't, I have so much respect for trial
- 15:46attorneys. There's a lot of pressure.
- 15:50It takes a special person on both sides to go to trial.
- 15:53And I remember when I would compete and track, getting that
- 15:56feeling in your stomach before big meets and, and, and you're
- 15:59so nervous and after the race you go, oh, I don't know why I
- 16:01was so nervous, but it's that adrenaline.
- 16:03And I, I would imagine it's the same thing for the attorneys.
- 16:06And I have so much respect for them, but they're under so much
- 16:09pressure and they have so little time because they're preparing.
- 16:13A lot of them tell me that when they focus on one case, they
- 16:16really like it, especially once they get to trial because
- 16:18they're not juggling everything else going on in with all the
- 16:20other cases. But I also for that reason,
- 16:23don't ask them to provide me reports during trial.
- 16:26I, I don't think it's fair to ask them to provide me reports
- 16:29when they're thinking about their cross examination for the
- 16:32next morning, calling the doctor to make sure they're there to
- 16:34testify, all the different things they have to do.
- 16:38I like to be there in person and also I like to be there because
- 16:42I can see how our experts do on cross, I can see how the
- 16:48plaintiff does on direct and cross, I, I can see how talented
- 16:52our attorneys are. So I, I, I have confidence in
- 16:55what they're doing. And sometimes things happen in
- 16:59trial on top of that. Like I remember one time up in
- 17:01Sonoma County, one of my Co workers asked me to go to a
- 17:04trial for a day and it was a traumatic brain injury today.
- 17:06And I knew the attorney on the other side and he was very
- 17:08talented, but it was a bad day for him and his doctor did not
- 17:13testify. Well, his plaintiff did really
- 17:14bad on cross and he called me that night and lowered his
- 17:18demand by $500,000. So things happened in trial and
- 17:24I think it's important to be there to see what's going on.
- 17:28You've said that you you go and you watch your trials.
- 17:32Are you able? Are you there all day, every day
- 17:35when the case is is in trial? I am.
- 17:37I very rarely go to jury selection and I very rarely stay
- 17:43for when they deliberate. I had a case up in Sonoma
- 17:48County. It was a trip and fall in front
- 17:52of our insurance house in on in the town of Sonoma and it was
- 17:55flagstone walkway and someone tripped and had a really bad leg
- 18:00injury And our insured felt like she didn't do anything wrong,
- 18:05but she was elderly and worried. And we we went to trial and I
- 18:09didn't think we did anything wrong either.
- 18:11And it I waited with her during while the jury deliberated
- 18:15because she was, she was a little nervous and that ended up
- 18:19in a, in a defense verdict. That is, I would say above and
- 18:23beyond in terms of standing up for your insured.
- 18:26I really liked her and I thought it was the least I could do
- 18:28because she was, she was nervous and worried.
- 18:31And I talked to her. I always talked to all of our
- 18:33clients about trial and about why we're going to trial when
- 18:37we're going to trial, giving them the reason.
- 18:39And I want their buying and understanding and and.
- 18:42And in this case, I felt like that's what I needed to do.
- 18:45On the resolution during trial side, you talked about the
- 18:49lawyer who reached out to you after the lawyer had had a bad
- 18:53day and lowered the demand. Do you engage in direct, you
- 18:57know, person to person in the courtroom?
- 18:59Do you prefer to go through the a mediator?
- 19:01How do you like to engage during a case?
- 19:05So in that particular case, it wasn't my case, OK.
- 19:08And he knows me. We've had a long working
- 19:11relationship. He just called me and then I
- 19:12related to the person who was handling the case and then they
- 19:15they reached out to him the next day and they were able to reach
- 19:18an agreement and the case settled.
- 19:20When I'm at trial, I never talked to our attorney.
- 19:23I try and go in right after the jury goes in and I just sit in
- 19:26the back row. I mean, they probably wonder who
- 19:28I am, but I will talk to anybody.
- 19:31I won't talk to anybody till I leave and then maybe I'll call
- 19:35someone like our attorney if I have opinions about what I
- 19:38thought went right or wrong or, or things decisions that we have
- 19:43to do. One time I went to watch a trial
- 19:46and I did have to say something because there was a woman in the
- 19:50jury who I knew her. I saw her outside courtroom.
- 19:54I didn't talk to her, but I immediately told our attorney to
- 19:56tell the judge in the plaintiff attorney because I didn't want
- 19:59anybody to think there was any type of conflict there.
- 20:01And I did that. You know they needed to.
- 20:04To know that. Understood, but that's.
- 20:05The only time I ever talked, and that happened to me a couple
- 20:07times. Well, I'll do that, but
- 20:09otherwise I don't talk to anybody there.
- 20:10I'm kind of superstitious. Yeah, yeah, that makes sense.
- 20:14Having sat through so many trials, do you have any
- 20:19observations on why experts are good experts or why certain
- 20:24lawyers are good lawyers? And any observations that you've
- 20:27gathered along the way? Yeah.
- 20:29So like my feeling is like at the beginning of a jury trial,
- 20:33like during jury selection, the jurors don't want to be there.
- 20:39Most most of them want to get out of it.
- 20:41And I think the really good plaintiff attorneys are the ones
- 20:44that get the juries angry by telling them they want a large
- 20:48verdict or something. So the ones that are going to be
- 20:50the most probably defense oriented, they don't.
- 20:53They're talking about how this is crazy that people are asking
- 20:56for millions of dollars or this or that.
- 20:58They're very vocal, but what it does is it kicks them all off
- 21:01the jury. So I've seen that and I think
- 21:05it's kind of a brilliant way to get out with having to take your
- 21:08challenges. You just get them out for cause.
- 21:10The other thing I would say is that a really good expert on
- 21:15either side or doctor treating doctor anything.
- 21:18They're really good when they're given the questions about their
- 21:23background, their education, all that stuff, and they're on
- 21:29direct, but what happens when they get across?
- 21:32And so I would say that I have three things I look for and a
- 21:37really good expert. One is their educational
- 21:40background. One if like for example, if it's
- 21:43a doctor, I want someone who is still working full time and not
- 21:47just being a professional expert.
- 21:49There's a lot of experts out there that that's all they do is
- 21:53it seems like they testify and they're they're they're not
- 21:56actually doing the job that they have.
- 22:00So I think that's really important.
- 22:02And then the third thing is how are they going to hold up on
- 22:05cross? And I'll give you a couple
- 22:07examples I had. There is a doctor up in the
- 22:11Marine area that I used named Doctor Schechter.
- 22:16And he was kind of a well known orthopedic surgeon.
- 22:19He practiced for 41 years and he was in several trials that I
- 22:24had. And he was really undergraduate
- 22:30and medical school from Stanford practicing all the time.
- 22:33But what really made him an amazing expert was he never got
- 22:37broke on cross. But you know, the questions that
- 22:40always come about, are you getting paid to be here?
- 22:43You know, and they come on on every trial, right?
- 22:47He was so great to say. Well, I certainly hope so
- 22:49because I can't see any patients right now.
- 22:51I he just, he just could not be broken on a cross.
- 22:54He was just just an incredible witness at trial for those three
- 22:59reasons. And I just went to a trial in
- 23:03Marin in, in an auto versus bicycle TBI case for three weeks
- 23:08last summer. And there's an expert there that
- 23:11I have a lot of respect for who's an accident reconstruction
- 23:14expert. He's in the Bay Area.
- 23:15And Doctor Rajiv Kelkar inside tech and Doctor Kelkar and his
- 23:20firm are used by a lot of the really good plaintiff firms and
- 23:25they're used by defense firms. And I really like him.
- 23:27And it's not, I like him because he tells me what I want to hear.
- 23:31I like him because he tells me what he believes based on all of
- 23:34his education and experience and doing his analysis of the scene
- 23:37and doing everything he does. The biggest mistake you can do
- 23:41going into trial, in my opinion, is to just see it your way.
- 23:45You have to have that analysis of what is the other side's
- 23:48strong points, how they going to attack you.
- 23:52I know there was a case up in Sonoma County that I wasn't part
- 23:56of, but I believe you work with her, Cynthia Mcguinn and I, I
- 24:00heard she went up there and got a, she's a great attorney.
- 24:04And it, it's my experience that the number one thing you can't
- 24:06ever rule out is if you have a great trial attorney on the
- 24:09other side, you better give them a lot of a lot of respect and
- 24:14make sure before you go to trial against them.
- 24:16The Roger Dreyer's, the Bill Veans, the Cynthia Mcguinn's I'm
- 24:19I can go on and on with so many great trial attorneys out there
- 24:23and you better fact that it into your equation because they just
- 24:27keep going out and getting great verdicts.
- 24:28It's not a coincidence. And you know, there's another
- 24:30one lawyer up in our area, Scott Montgomery.
- 24:34And you know, he had a verdict over 40 million and he had a
- 24:37verdict over 20 million. They were both, I think, child
- 24:40sex abuse cases, but he's only 39.
- 24:42And about a month ago, he had put on LinkedIn that he had
- 24:45closing arguments in an auto versus auto DUI case.
- 24:49And I just decided to go. And what was fascinated about
- 24:54that case for me was that he had had his client and through
- 24:58social media have all these people show up.
- 25:01I've never seen that in all the trials I've had in my life.
- 25:03There must have been at least 30 people there for him.
- 25:06Department 16 in Sonoma is, is a small outside area.
- 25:11It's not like Marin where the jury goes into their own room.
- 25:13So on the, I noticed this during the break, all the jurors were
- 25:17out with all these people and that they knew why they were all
- 25:19there. I mean, I think that was pretty
- 25:21powerful. And then the other thing I would
- 25:23say the biggest mistake people make, and I see it time and time
- 25:27again, because I think at the beginning of trial, it's pretty
- 25:30even or even the plaintiff has an advantage because people feel
- 25:33bad that they're there. And even though they don't know
- 25:37the defender of the plaintiff yet, they feel bad for what
- 25:39happened and they should. But what happens is people start
- 25:45getting caught and not telling the truth.
- 25:49And I've had so many defense verdicts in my career where
- 25:52that's happened. And I had a case in Marin with
- 25:55an alleged back surgery case and the Doctor Who testified for the
- 26:03plaintiff is someone who's really well known to me, but the
- 26:06jury doesn't know that he, he made a did a fantastic job on
- 26:10his direct. And I'm like going, what's going
- 26:15to happen here? But I kind of knew what was
- 26:17going to happen. I, I knew what we had to do and
- 26:19our defense attorney knew what we had to do.
- 26:21And on, on cross, like a lot of things people come across fall
- 26:25apart on cross. They just do time and time
- 26:27again, they, they start arguing, they get defensive.
- 26:31And in this case, he was asked questions about the prior
- 26:34records and he admitted that he didn't review any prior records.
- 26:41And then when his client went on the stand, she had lied that she
- 26:46had no prior treatment. And that was devastating that we
- 26:50got a defense verdict and, and, and there was a significant
- 26:53offer made on that, on that case.
- 26:54And I've, I've had significant offers on a lot of cases that
- 26:56have turned out with defense verdicts.
- 26:58And it usually comes down to people are not prepared to make
- 27:02sure that their clients are telling the truth and they have,
- 27:04they've been truthful about all the prior treatment.
- 27:07I would say that's the most common theme I could give to
- 27:09someone. So, and, and, and this I think
- 27:13dovetails nicely with one of the things you said very early on in
- 27:16this is you want to see the prior medical records so that
- 27:19you can get a sense as to whether there was something that
- 27:22existed before this incident. Absolutely.
- 27:25And that's something that the plaintiff's lawyer should
- 27:27absolutely know so that there's nothing that comes back to bite
- 27:30them. I think that's the biggest
- 27:32mistake I could say I've seen people make.
- 27:33And I when you get a jury who's kind of favoring them at the
- 27:38beginning of the case starting not to favor them because of of
- 27:44what happened, that that's very powerful.
- 27:46And it usually ends in a good result from for me.
- 27:50It's funny, I, I will say that as a plaintiff's lawyer, what we
- 27:55are taught and, and how I feel is that I come in with the least
- 27:59amount of credibility of anyone in the room.
- 28:01And I have to earn it. Because people are so used to
- 28:05the idea of there being billboard lawyers and sleazy
- 28:07lawyers and, and trying to get money lawyers that it takes me a
- 28:12good, you know, several days of being honest and forthright and
- 28:16making sure I don't make any mistakes to establish
- 28:19credibility. Our side has the least power in
- 28:21the room. I don't think that's necessarily
- 28:24the case. They definitely have sympathy
- 28:26for the plaintiff. The people who are the most
- 28:28vocal are the ones I think get kicked off the jury before they
- 28:30even get get sit, sit, sit down. Yeah.
- 28:33And like I have to say this, when Scott Montgomery did his
- 28:36closing arguments and I had met Scott one time like 15 years
- 28:40earlier, there was a credible trial attorney's office named
- 28:43Pat Emery. And Pat had AUM case and wanted
- 28:46me to beat his clients before he asked for arbitration to see if
- 28:49we could resolve the case. And I met Scott at a meeting at
- 28:53their office. But Scott did such a powerful
- 28:56job in front of the jury. First of all, he did a great job
- 28:58of mixing having the media up on the screen and then remembering
- 29:03everything. So he wasn't relying on that.
- 29:04Because sometimes I see plaintiff attorneys and do such
- 29:08a great job on their closing, but then when they have the
- 29:10rebuttal, they're not. It's not all on a computer for
- 29:12them to look at and they fall apart.
- 29:14What Scott did, because I always wondered how does someone get a
- 29:17$25 million verdict for general debt?
- 29:19There's a $31 million verdict. They agreed on 700,000 in past
- 29:23medical and 4 million in future before the jury did not have to
- 29:26decide that. And he did such an incredible
- 29:29job of telling the jury my client has lost the last three
- 29:34years of her life because this horrible injury.
- 29:37It did not have to happen if this person didn't leave the
- 29:39room and they weren't under the influence of drugs.
- 29:42This is 3 years. But even at this point after
- 29:44they were in a wheelchair and then a cane was like they are
- 29:48now. This is their maximum
- 29:50improvement and they're going to steadily decline for the next 20
- 29:53years. And you cannot, when you're on
- 29:56the jury, factor in if they person has the financial means
- 30:00to pay this, you can't factor in it.
- 30:02They have insurance. You have to figure out on the
- 30:04jury what they deserve for what they've been through.
- 30:08And then he gave instead of like a dollar amount per day, which
- 30:11I've seen a lot. I've seen pictures of the Mona
- 30:13Lisa. I've seen so many things in my
- 30:15career. He did a very powerful job of,
- 30:18of showing the jury or telling the jury based on just millions
- 30:22of dollars based on what they went through for this amount of
- 30:24time. And then $1,000,000 going
- 30:27forward to the last few years of life where it's going to get
- 30:29really bad again. And so that was really powerful
- 30:32for me to watch because there's a lot of really good attorneys
- 30:36out there, a lot of young attorneys who are, who are
- 30:38trying cases now and like the next generation has come.
- 30:42And they're really good and they, they do a great job of, of
- 30:46using technology. And you know, another thing that
- 30:52I've actually become kind of fascinated with what you've had
- 30:54on your podcast is the whole discussion about whether you
- 30:57have a jury consultant, which Scott uses on all his and swears
- 31:00by whether you have mock trials. All this stuff is very
- 31:04interesting in me and and I think technology is playing a a,
- 31:07a factor in how things go in trial moving forward.
- 31:10That is one question I did not ask you, and that is whether on
- 31:13some of your big exposure cases, whether your team ever uses
- 31:18focus groups or mock trials to help try and assess value, when,
- 31:22when, after you you've realized you're not going to get it
- 31:25resolved. I'm not saying this in a cocky
- 31:27way, but in my own way, I kind of feel like I have a feeling of
- 31:30what the case is and I don't do that.
- 31:33Plus, trust me, I've had several cases I had where the Co
- 31:35defendant got hit for over $10 million.
- 31:38So it's not like I don't handle those.
- 31:39But for the most part, we have had cases with jury consultants
- 31:44in my trials. I have it personally, it's not
- 31:47that common for, I mean, I, I can't speak for everyone else,
- 31:51but I personally have not. But I think it's I, I, based on
- 31:55what's happening right now, you have to say that.
- 31:57You have to give it some serious consideration.
- 31:59And the other good kind of hot topic of of of the day is, is AI
- 32:03and whether you're finding tools on your side on the analysis of
- 32:09claims, are you using any sort of AI tools to help help you in
- 32:12that process? So AI is just starting and I'm a
- 32:16dinosaur. I'm old and I'm not good with
- 32:18technology. I don't embrace technology very
- 32:20good. But I'll, I'll say this, I'm not
- 32:23using it and we're not using AI to review medical records or
- 32:25anything like that. We're doing it ourselves, OK?
- 32:28And I'm doing it myself. Where AI probably will help me a
- 32:31lot more would be with letter writing.
- 32:33And I need a lot of help in that area.
- 32:36So I think that would be something that I definitely
- 32:38should try and embrace as I go on it.
- 32:40It just takes me a little bit of time to change.
- 32:43Yeah, that makes sense. And also, I think that corporate
- 32:47structures and the decisions in adopting technology are much
- 32:51different than, say, you know, a smaller law firm where, you
- 32:54know, fewer people are making that decision.
- 32:56Right. But I think AI is definitely
- 32:58going to have a factor. And also think about one other
- 33:01thing, Miles, which I think is quite interesting.
- 33:03This whole thing with Waymo karzing, I don't want to get a
- 33:06long discussion at this, but I'll say this.
- 33:08I don't think there's been a DUI killing in a Waymo car because
- 33:13they don't drink, right? That's kind of I mean, but what
- 33:16I meant by that is I think that even though there's controversy,
- 33:19as time goes on, there's probably going to be less
- 33:21accidents. If, if we ever get to a point
- 33:22where people can have their own way MO car is what I'm saying,
- 33:25because there's just not as many accidents.
- 33:28But that's a whole AI and self driving cars are are going to
- 33:32are going to have an effect on the future I believe.
- 33:35And hopefully a +1 from their perspective of of there being
- 33:38less injuries. I agree.
- 33:39That's what I think it's going to happen.
- 33:40I think it's already happening with the taxis.
- 33:43Well, Peter, I've enjoyed what we've covered thus far as
- 33:47anything else that you think that we should touch on in terms
- 33:50of might be something that might be useful for our listeners.
- 33:53No, it's been just an honor to be here today.
- 33:56I've really enjoyed our conversation.
- 33:58Likewise and and it's I, I think it's really unique perspective
- 34:02and I appreciate you taking the time to, to come in and talk
- 34:04with us. Thank you.
- 34:05Thank you. Pierre.
- 34:06Yeah. And thank you for listening
- 34:08today. Please e-mail us at podcast at
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