Latest / Coopers' Code / The Jury Will Read Your Emails: Legal Advice You Don’t Want to Ignore
Transcript
- 0:00We e-mail each and every day, hundreds of times a day.
- 0:03Sometimes lawyers just love to e-mail, and it's going to be
- 0:09those emails that are going to bite you in a legal malpractice
- 0:13case. Howdy and welcome to the show.
- 0:17Cooper's Code focuses on legal issues and noodle practitioners,
- 0:21distilling wisdom so we all achieve the best results for our
- 0:24clients. I'm Miles Cooper and I'm very
- 0:27excited to share the Part 2 of this conversation with Marshall
- 0:30Cole. Pivoting a little bit into being
- 0:36a good client. And again, I, I think a little
- 0:38bit about there's the, the phrase the Cobblers kids have no
- 0:42shoes. I imagine that lawyers can
- 0:47sometimes be challenging clients because they may have their own
- 0:49opinions. They may just be who they are.
- 0:54What makes a good client and and and how can one best help you
- 0:59help them? A good client is someone who
- 1:02trusts that they're in good hands with us and, you know,
- 1:08this is what we do. And so you should feel
- 1:12comfortable knowing that we've got your case under control and
- 1:17we're going to advocate on your behalf.
- 1:19And like I said a few minutes ago, you know, you have
- 1:22insurance for a reason. Use it and then go about your
- 1:25practice. Like I I mean it when I say it
- 1:27will only bother you if we need you.
- 1:30And some clients like to be very involved.
- 1:34And I tend to see that the higher caliber of lawyers say,
- 1:40Marshall, don't ever call me unless you absolutely need me.
- 1:44The, the lesser are redlining my discovery responses and I'm fine
- 1:49with both. It doesn't bother me.
- 1:51I'm happy to reject red line changes or accept them.
- 1:56It's just sort of I, I view it as unnecessary, unnecessary use
- 2:02of their energy. Some people just take it really
- 2:05personally and I get that and I'm sympathetic to that.
- 2:08And so it doesn't phase me one way or the other.
- 2:11But I think to be the best client is really just to be the
- 2:15the happiest client, you know, just to focus on your work and
- 2:19not let it bog you down and beat you up 'cause when it does that,
- 2:24it, it, it impacts you, you know, just in your, your mental
- 2:27state. And I hate to see that.
- 2:29And it also, you know, wears on you and want makes you want to
- 2:33get the case out of your mind and move on versus if you're
- 2:36just not thinking about it from the get go, that's OK.
- 2:39Now, sometimes it's inevitable, You know, sometimes you've got a
- 2:41big case, you know, with excess exposure that's going to be
- 2:46stressful for the insured and and we deal with that all the
- 2:49time. Are there any other areas like
- 2:53Nuggets, bullet points of things that people haven't been through
- 2:56this process, wouldn't think to think about that you you you'd
- 3:00like to highlight? E-mail.
- 3:04We e-mail each and every day, hundreds of times a day.
- 3:08Sometimes lawyers just love to e-mail and it's gonna be those
- 3:13emails that are gonna bite you in a legal malpractice case.
- 3:18And I've seen it going in so many different directions.
- 3:22Lawyers talking rudely to their clients is a big one.
- 3:28Lawyers talking poorly about Co counsel is a very big 1.
- 3:33And in when I'm in trial, the majority of my exhibits are
- 3:39emails, maybe some documents, maybe some photos, depending on
- 3:43the underlying case. But it's going to be emails, and
- 3:48humor does not translate in e-mail.
- 3:51And if you're going to e-mail? Which?
- 3:54We do. If you don't e-mail about
- 3:57something, that can create problems, right?
- 3:59If people think, Oh well, it wasn't memorialized in writing,
- 4:02then it didn't happen. I deal with that pretty well in
- 4:05jury selection if I have a case where there's no writings
- 4:08reflecting certain things, but you just have to be aware that
- 4:13they're there forever and you know, those are going to be
- 4:17exhibits in your case. And so it's important to be
- 4:22clear with what you're saying. Same with text.
- 4:26You know, I, I, I don't really text my clients unless they're
- 4:29very close to me because we shorthand text all the time.
- 4:34And you know, there's nothing worse than seeing a settlement
- 4:38with a client get really memorialized via text because
- 4:43it's just not coming through. You know, you talk in, in slang,
- 4:48shorthand, whatever. He is using an emoji.
- 4:51It, it's, it's just not a way to communicate.
- 4:53And so I've had some really, really bad cases dealing with
- 4:59emails that had really results that that negatively impacted
- 5:07certain certain firms. Fist emoji, Flag emoji.
- 5:11Fire emoji. I've seen them all
- 5:15unfortunately. Not to repeat myself, but
- 5:17talking rudely to your client looks horrible to a jury.
- 5:23And I get it, clients can be frustrating, but they're lay
- 5:26people, they don't know the law. It's your job to inform them and
- 5:32you need to do it nicely. They have a right to bother you.
- 5:36That's that's your, you know, you're, you're hired to be
- 5:38bothered. A mentor of mine long ago and
- 5:43and this was more, you know, writing more letters than emails
- 5:47back in the day, but the through line to emails and texts as well
- 5:50as if you didn't, if you don't want to see it on the front page
- 5:53somewhere, don't put in right if you would be embarrassed by by
- 5:57what was in there. That's great advice.
- 6:00Another thing to add to that is if you want to send some nasty
- 6:03letter or e-mail to opposing counsel, write it.
- 6:07Go to sleep and wake up the next day and decide whether that's A,
- 6:11A, A good use of your time, B, whether it's actually going to
- 6:15move the ball or advance anything on your client's
- 6:19behalf. And nine times out of 10, or
- 6:22even more than that, you're going to delete it.
- 6:24You mentioned something interesting and that is you have
- 6:30a a method or a questioning tool for cases where something has
- 6:35not been memorialized. When you're picking a jury, is
- 6:37that something that you're willing to share?
- 6:39Yeah, And just to take one step back before I go there, every
- 6:43mediator and every mediation I've ever had tells me jurors
- 6:46hate lawyers. You know, you got to sell this
- 6:48case. Jurors hate lawyers.
- 6:50I have not found that to be the case in all of the jury trials
- 6:54I've done. When I do jury in jury
- 6:56selection, most people have never dealt with a lawyer one
- 7:00way or the other. So they don't actually have an
- 7:02opinion of that. Some and and some who the few
- 7:07who have, generally it's neutral.
- 7:10So, yeah, I'm sure I over the course of some of those
- 7:14vladiers, I've had someone raise their hand and say I hate
- 7:16lawyers. Probably most likely just to get
- 7:18off the jury. I believe you go into it on
- 7:225050, you're just as even as the plaintiff.
- 7:26If I'm dealing with a case where something's not in writing and
- 7:30it's a big part of the case, I just hit it head on in, in in
- 7:34jury selection. I start talking about, you know,
- 7:36the fact that there's you're not going to see these things.
- 7:40And you know, I talk about CSI, right, when that first came out
- 7:43and it was really impacting how juries looked at criminal
- 7:46evidence, right? If it wasn't, if there wasn't
- 7:49this exact scientific method or data or, you know, fingerprint,
- 7:53then obviously it doesn't exist. And I sort of use that as a
- 7:57humorous way to walk into the subject of, OK, well, you know,
- 8:02how many of you have had conversations with people that
- 8:04don't get memorialized in writing?
- 8:06You know, every one of those jurors.
- 8:08And we as people talk to people on a regular basis and don't
- 8:12memorialize it in writing. And so I get them to recognize
- 8:14and back to reality and just common sense of we as human
- 8:18beings communicate with each other in many different ways and
- 8:21talking is one of them. And with the advent of e-mail
- 8:25that we didn't dispense with oral communications.
- 8:27And so I get an ongoing and, and like a nice flowing discussion
- 8:32about that. And you'll start to see the
- 8:34people who are skeptical or who think I'm trying to kind of
- 8:39condition them on that. And then I know I can see it.
- 8:42The, the non verbal cues become very obvious because they kind
- 8:45of will shake their head and be like, oh, obviously there's
- 8:48something there and he's trying to cover it up.
- 8:50And that's just, I'm more looking for that than getting
- 8:53the good answers from people who don't care.
- 8:56So that's how I start dealing with it there.
- 8:58And then hopefully you pick a panel who of, of jurors who
- 9:02recognize that they're going to hear evidence about a
- 9:05conversation that took place and obviously hear conflicting
- 9:08evidence conversation that didn't take place.
- 9:11Then it all depends on how much backup evidence there is going
- 9:14through there. But I've definitely had that.
- 9:16And it comes down to cases where there's settlement agreements
- 9:19and often times settlements on the eve of trial or during trial
- 9:23where things are moving very, very quickly.
- 9:26And so it's easier to give context to the jurors about how
- 9:31and why there wasn't an e-mail memorializing that particular
- 9:36thing or we're not going to call this witness.
- 9:38You know, still a lot of these decisions get made in real time,
- 9:41and there's just generally not an e-mail confirming those types
- 9:44of things. Well, we're talking about trial.
- 9:48I imagine with the cases you've had there, there may have been a
- 9:52trial moment or trial moments that stand out to you in terms
- 9:56of cases you've handled anything that you feel was was a
- 10:00particular learning lesson or piece of wisdom, either of, of
- 10:05great success or like, oh, this is a learning and, and next time
- 10:08I might do it differently. Oh, I'll bring in arbitrations
- 10:12as well, because I do a lot of those.
- 10:14But I had a huge case that that hinged on emails and, and it
- 10:19hinged on one firm talking poorly about another firm.
- 10:24And I really, that was where I really learned, you know, and,
- 10:28and I in my firm was the, the firm I was representing was the
- 10:31one being poorly talked about and.
- 10:34There was very powerful. And it's very powerful that we
- 10:38were able to use and the other firm just really couldn't do
- 10:41anything with it. They they were stuck in a
- 10:43position in a really bad position.
- 10:47And so that it was where I really got to see the impact of
- 10:51sort of these bad emails and also where I really started
- 10:55talking when I do CL ES to lawyers about, you know, just
- 11:00cause it's not your opposing counsel doesn't mean you can
- 11:04talk shit about your Co counsel or someone in your own firm.
- 11:10You, you, you know, it was just eye opening for me.
- 11:14And so I talk a lot about that. You don't think twice about, Oh,
- 11:17it's not my opposing counselor, it's not my client.
- 11:19Who cares how I talk to them about these other people?
- 11:21But emails just look bad in all my trials, each one of them.
- 11:24I it's reaffirms my belief that that jurors don't hate lawyers.
- 11:31And I also, you know, deal with the case within the case when I
- 11:35get to trial, which is, you know, in order to prevail
- 11:39against a lawyer, you've got to prove that.
- 11:40But for the lawyer's conduct, you would have done better in
- 11:44the underlying case. And so I've really learned trial
- 11:49after trial, how difficult that is for a plaintiff to prove.
- 11:54And This is why you really want to be with a firm with
- 11:57experience because there's motions and lemonade we file,
- 12:01there's jury instructions that we request that are specific to
- 12:07these very nuanced issues. And so the case within the case
- 12:12can be difficult and judges have a lot of discretion as to how
- 12:15they're going to run the case within the case.
- 12:17We always try to require that they literally retry it.
- 12:20But some judges will allow you to read deposition testimony
- 12:22from the underlying case and that brings in certain issues.
- 12:25And so not knowing what you're doing and not knowing what might
- 12:29come up and dealing with the underlying case is is huge
- 12:33because if they don't prove that, then you're going to non
- 12:36suit them on on an element and perhaps be done before you even
- 12:42get to verdict. I don't believe this is the
- 12:44place for us to to all of a sudden start doing an hour long
- 12:48side lecture on on artificial intelligence and its use in the
- 12:51law. But I do want to provide a
- 12:53platform for ways in which you have seen it influence the
- 13:00personal liability sphere to the extent that it has in terms of
- 13:03of defending cases or analyzing cases.
- 13:06As you know and the people who we've spoken to know, I'm a big
- 13:11proponent of AI as as are you, and I haven't yet seen it come
- 13:17in the door as far as a a claim, you know, someone using AI and
- 13:22getting in trouble. We've all as lawyers presumably
- 13:26heard about the firms that have gotten into trouble for citing
- 13:31cases that don't exist in briefs.
- 13:34You know, just happened recently a month or two ago to another
- 13:37firm. They're, they got sanctioned.
- 13:40Everyone's getting sanctioned for doing it.
- 13:43I use AI creatively as a tool. I don't mind ChatGPT, but I'm
- 13:50not using it to get cases. I'm using it to discover trial
- 13:56themes or if I'm deposing an expert witness in a field that
- 14:00I'm unfamiliar with, you know, give me 50 questions on this
- 14:02particular field. If I get 2 huge success because
- 14:05it took 10 seconds to get it. So I look at it and, and I urge
- 14:11everyone I speak to about it. It's if, if you wanted to do
- 14:14your job for you, I think you're taking a big risk a lot, a lot
- 14:18of times it probably can. And there are a lot of people I
- 14:20know that are trying to have their firms run by AI and, you
- 14:25know, BA sitting on a beach somewhere.
- 14:27That's fine. You're taking a risk.
- 14:29But the, the technology's there almost there, wherever it is.
- 14:36My firm's not taking that approach.
- 14:38I look at it as just another resource to add value to my, on
- 14:44my client's behalf. And that's how I'd use it.
- 14:48You're enjoying what we're doing here with Cooper's code.
- 14:50Please help us extend our reach by giving us a five star review
- 14:53on Apple Podcasts and consider sharing an episode with a
- 14:55friend. Additionally, we want to know
- 14:57who you want to hear on the show.
- 14:59Have an interview suggestion? e-mail us at podcasting Coopers
- 15:02dot law. As we kind of coming into the
- 15:05final stretch, is there anything else, any other area that we
- 15:09haven't talked about? Wisdom pieces of cases, tools
- 15:15that have been beneficial to you that you'd like to share with
- 15:17our listeners. On the technical side, I would
- 15:20say a lot of lawyers don't think about breach of fiduciary duty
- 15:25and a lot of lawyers think, OK, I get sued.
- 15:28It's a cause of action for maybe breach of contract, legal
- 15:31malpractice. And that's that's negligence,
- 15:35breach of fiduciary duty and a breach of fiduciary duty.
- 15:38Cause of action creates complexities to your case for
- 15:43the following reason A and a breach of fiduciary duty can
- 15:47come from most common is going to be a conflict of interest and
- 15:51undisclosed or unwaved conflict. It could be another many other
- 15:56ways and the more I do CL ES and talk about what I'm about to
- 16:00say, I feel like the more plaintiffs lawyers listen to it
- 16:02and so they know to add a breach of fiduciary duty cause of
- 16:05action. So I apologize for this, but
- 16:07it's, it's, it's good to know on the defense side and as lawyers
- 16:11as a whole just so you avoid it. But there's negligent breach of
- 16:15fiduciary duty and intentional breach of fiduciary duty.
- 16:19If you look at the jury instructions on intentional
- 16:23breach of fiduciary duty, the word intentional does not show
- 16:27up in the jury instruction. It's not like fraud where you
- 16:31have to intend to act, intend to cause harm.
- 16:35It's nothing like that. Rather, if you failed to get a
- 16:39conflict waiver and represented 2 clients, one would argue,
- 16:43well, that was negligence, I just didn't do it.
- 16:45On the flip side, the plaintiff's floor is going to
- 16:47argue, no, that's intentional, you didn't do it.
- 16:50And unfortunately, you're likely going to fall into the category
- 16:55of the intentional breach because the way the jury
- 16:58instruction is worded and there are two big issues if you find
- 17:03yourself facing an intentional breach versus a negligent breach
- 17:07situation of fiduciary D. One is it's not going to be
- 17:11covered. Intentional conduct is not
- 17:13covered by your professional liability policy.
- 17:15So your fraud, all those causes of action you'll never going to
- 17:19get coverage for anyways. But intentional breach, it's a
- 17:23Gray area. It's not fraud, right?
- 17:24It's much different than that, but you're not going to get
- 17:27coverage for it. So that's number one.
- 17:30Number 2, the causation standard is different between negligent
- 17:35breach of fiduciary duty and intentional breach of fiduciary
- 17:38duty. With negligent breach of
- 17:40fiduciary duty, it's the same as legal malpractice causation.
- 17:43But for the lawyer's conduct, what would the result have been?
- 17:47But for the breach of fiduciary duty, what would the result have
- 17:50been? You still have to prove that
- 17:51actual damage on the intentional breach side.
- 17:56It's a substantial factor causation standard, which is you
- 18:00would know Miles as the plaintiffs lawyer, much, much
- 18:02easier to prove than. But for causation and the
- 18:08damages that you can recover for an intentional breach of
- 18:11fiduciary duty, you can get non economic damages and importantly
- 18:15emotional distress damages. There's a case called Newton
- 18:18versus Foster, a good case to read, which allowed for the
- 18:24plaintiff to recoup emotional distress as a result of what the
- 18:28lawyer did. Now think about it.
- 18:31If you've got substantial factor causation, you don't need to
- 18:35have economic monetary loss. You could have just the
- 18:39emotional distress, right? This lawyer screwed up my case.
- 18:43He sold me out. It was a total conflict.
- 18:46It was the most stressful situation of my life, ruined my
- 18:49life. Emotional distress give me
- 18:50$1,000,000. And the one thing I've found in
- 18:55trying these types of cases where I think lawyers and really
- 18:59anyone in a position of ownership over someone's
- 19:03well-being, which I think we have when we're lawyers for
- 19:07cases, we take ownership of their, that issue in their life
- 19:12is a lack of sympathy for the lawyer.
- 19:15If something goes wrong, You know, it's easy for a
- 19:21plaintiff's lawyer to sell to a jury that this was the most
- 19:26important thing in this person's life and this lawyer didn't take
- 19:33care of him. It's very powerful and a jury,
- 19:36really, I've watched jurors just eat that up because I've
- 19:41defended a couple of these cases.
- 19:43We've had to take him to trial, tried to resolve and couldn't
- 19:46resolve them. And they're tough cases to
- 19:49defend because plaintiffs can be sympathetic.
- 19:53It's easy to sell that. I came to this lawyer in this
- 19:56situation. I trusted this lawyer.
- 19:58I never trust anyone again. And you've got a problem.
- 20:02So it's a bit of a long answer, but it requires that explanation
- 20:07to understand the difference between a negligent breach and
- 20:11an intentional breach. And if you face yourself on the
- 20:14ladder, it creates problems for your case and obviously.
- 20:17We deal with it and it doesn't mean you're going to pay out of
- 20:20pocket to resolve the case, but it it could mean that if you go
- 20:24all the way to Trump and and you just need to be aware of that
- 20:27risk. At a top level, can a lot of
- 20:31that exposure be resolved with conflict waivers?
- 20:36Oh, of course, if you, if you do things right to begin with, then
- 20:42you're not going to get face a breach of fiduciary duty cause
- 20:44of action. Now, I've, I, I truly believe
- 20:47that I've spoken so many times that my, my friends on the other
- 20:50side know what to do. So they'll allege it just to
- 20:53throw it in there and that we can demur it out.
- 20:56If it's truly duplicative of a legal malpractice cause of
- 20:58action, we'll get rid of it. I mean, it's got to have teeth
- 21:01at the end of the day and I've 7 out of 10 don't have teeth.
- 21:04They just allege it and it's not a big issues.
- 21:06I'm not, no one needs to freak out about it.
- 21:09But if you do find yourself facing the legitimate one, those
- 21:12are those are issues and and it creates the causation standard
- 21:16is one that that people really don't focus on as being a much
- 21:21easier pathway for the plaintiff to get a verdict.
- 21:24As we talk about conflict waivers, do you have thoughts on
- 21:28whether a conflict waiver should be a completely separate
- 21:31document or whether it is OK to have that as a clause within a
- 21:36representation agreement that you just kind of default to have
- 21:39in and edit out if there's no 2nd and, and I'll I'll explain
- 21:43why I'm asking the question. Yeah, In almost any case where
- 21:47the clients are married, there is an injured person and then
- 21:51there's a lot of potential loss of consortium claim for the
- 21:53spouse. And well, the loss of consortium
- 21:57claim often times doesn't have a lot of independent value.
- 22:00Sometimes it does, but often times it's a derivative claim.
- 22:02It's kind of brought along to help the insurance adjuster put
- 22:05a little bit more money in a bucket.
- 22:07Often times it's not one that you want to put before a jury,
- 22:10but at the same time you need to make it available.
- 22:13And there is the potential for conflict.
- 22:15And I know a lot of firms will do that as a a conflict waiver
- 22:18within the Rep agreement. I would do them as separate
- 22:22because the client can void A retainer agreement at any time,
- 22:27right? They it's, it's just they can
- 22:29fire you and, and, or, or if you if something's wrong with that
- 22:33retainer agreement, it's voidable at the client's option.
- 22:36You don't want the conflict waiver to be a part of that.
- 22:39It's similar to on the plaintiff side.
- 22:42If you do referral fee agreements, some lawyers put
- 22:45them in a retainer agreement. Not smart, because again, if
- 22:48that retainer agreement gets voided for some reason, there
- 22:52goes your referral fee agreement, same thing.
- 22:54There could potentially go your conflict where now I know
- 22:57there's provisions within the retainer agreement that you
- 22:59could put in that say just because one's one provision may
- 23:02be void, it doesn't void the whole thing.
- 23:04That doesn't necessarily apply to retainer agreements because
- 23:06it's a much different type of contract that is 100% of the
- 23:11time and generally gonna be viewed in favor of the client
- 23:15over the lawyer. You know, we see this a lot with
- 23:19arbitration provisions. We can talk for a whole other
- 23:21hour on arbitration and whether it's good or bad, but if you
- 23:26don't dot your IS and cross your T's in your retainer agreement,
- 23:29we've had retainer agreements be voided and there goes your
- 23:32arbitration provision. And by that I mean lawyer may
- 23:34forget to send a fully executed copy of the retainer agreement
- 23:38to the client, which is required under the Business and
- 23:41Professions Code. So if your client comes in and
- 23:43signs a retainer agreement in your office and they don't leave
- 23:46with a copy or you don't send them a copy, you didn't comply.
- 23:50And we have lost motions to compel arbitration, which were
- 23:54affirmed on appeal because of not the failure to strictly
- 23:57comply with the rules. And that may seem like a there
- 24:00was no dispute. It was signed.
- 24:02You know, they, the client is, it's just I didn't get a copy of
- 24:05it. Tough judge, tough ruling.
- 24:08Correct technically. And you know, would every judge
- 24:11rule that way? Probably not.
- 24:14So it what does it take to separate it out?
- 24:17You know, it's it's not a big deal and it's cleaner anyways.
- 24:21And then then if something happens to your retainer
- 24:23agreement, that's fine. If something happens to your
- 24:25conflict waiver, they're both fine, you know, So it's no need
- 24:29to jumble everything together. I don't want to spend an hour on
- 24:34arbitration pauses 2 minutes, but I am interested in your
- 24:37thoughts because I know that some lawyers will include
- 24:40arbitrary and I'm talking over my own thoughts because my mind
- 24:43is moving too fast. In the plaintiff space where
- 24:48plaintiffs lawyers, consumer lawyers fight arbitration
- 24:51clauses, determine arbitration clauses are terrible.
- 24:55You will still see arbitration clauses sometimes in those same
- 24:58plaintiffs lawyers representation agreements.
- 25:01Do you have opinions on on pros cons?
- 25:03Should lawyers be using them? Should they not be using them?
- 25:07My firm uses it. Oh, it's similar to choosing
- 25:09insurance. You really need it.
- 25:10You need to give it actual thought.
- 25:12If you just have it because you went to some seminar and some
- 25:15person speaking said arbitration's the best thing in
- 25:17the world without doing any research, you're not doing
- 25:20yourself a favor. It's very expensive.
- 25:23It's getting more expensive year by year.
- 25:25So I think the old case line, the, the common knowledge and
- 25:31thought process was it's cheaper and it's quicker way to resolve
- 25:36your dispute. I don't think that's true
- 25:38anymore. It's certainly not cheaper
- 25:41'cause people would think, well, it, it doesn't span two or three
- 25:44years. So you save the, the legal fees
- 25:46that you would spend in that time.
- 25:48A I've had arbitration spend two or three years.
- 25:52While some may be shorter, they, you know, things get continued
- 25:56and whatever, even if it is shorter, whatever money you save
- 25:59in legal fees paying me, you spend with the arbitrator for 10
- 26:04thousand $20,000 a day of their time.
- 26:07And I don't fault the, the companies that do arbitrations.
- 26:09It's a business and costs are high and they've got to make
- 26:12money. But the, the benefit obviously
- 26:14is it's private. So if you have a type of
- 26:16practice and we have a lot of clients who don't want a single
- 26:20thing in the public eye, they don't care if it's more
- 26:24expensive, they don't care if it takes longer.
- 26:25They just want it private. And I get that.
- 26:29There's another important consideration or considerations
- 26:32which are you don't get a right to appeal in an arbitration or,
- 26:36or only on very, very limited issues, right.
- 26:38So if, if the arbitrator makes an, a legal error on an issue,
- 26:43you can't appeal that you know it.
- 26:44It's so limited. And in defending lawyers, we've
- 26:49got a lot of weapons at our disposal to, to handle your
- 26:53case. We get rid of a lot of cases on
- 26:56summary judgement and you're because causation, it's so hard
- 27:01to create a tribal issue, a fact on causation in a legal
- 27:03malpractice case that we have a really high success rate.
- 27:07You're not going to get that in an arbitration.
- 27:10And so the arbitrators, you could bring in MSJ, I'm sure we
- 27:14have and I'm sure they've been denied every time because they
- 27:19are going to want to have it heard on the merits.
- 27:21And so then you got to be prepared to try your case to an
- 27:26arbitrator and, and, and we get great results and sometimes you
- 27:30get mixed results. And no matter what it is, you're
- 27:33stuck with it and you can't appeal.
- 27:35So you've got, if you're not thinking about all those things
- 27:38and what makes the most sense for your practice and you just
- 27:41have one in there. 9 times out of 10, I will have the
- 27:45discussion when a case comes in and I'll say, do you want to
- 27:48invoke it? Because most, most plaintiffs
- 27:50will file in the Superior Court and we'll have the petition to
- 27:53compel binding arbitration. Some insurance carriers won't
- 27:57allow you to invoke your arbitration fridge without
- 28:00consulting with them or you risk losing coverage because some
- 28:04very much dislike being an arbitration.
- 28:07And that's an important consideration to think about
- 28:09when you're buying insurance. So there are a lot of factors
- 28:13that go into it. And if I see a case where I
- 28:16think we've got a great chance at an MSJ and I think I've got a
- 28:19judge who who I know isn't shy about granting dispositive
- 28:23motions, I'll say unless you really want to keep this
- 28:25private, let's go to the Superior Court.
- 28:28Interesting. And it's because of the
- 28:30experience with jury trials, You, you, you.
- 28:32I can say that because I know I'm comfortable taking that case
- 28:35to trial with a jury. There may be a different
- 28:38certainly cases where I say let's get this thing in
- 28:40arbitration because we don't want it in front of a jury.
- 28:43I can see why this could be an hour long conversation on its
- 28:45own. Yeah, arbitration can be, I
- 28:47think I've done, I have PowerPoints on hour long
- 28:51presentations for, for arbitration because yeah, and,
- 28:54and unfortunately most people don't think about it.
- 28:57And also people choose choosing who which company is going to
- 29:01preside over it is very, very important.
- 29:04Depending on who you choose, you might have someone with 0
- 29:08qualifications who's not a retired judge versus someone who
- 29:14works for a very reputable company who's a retired judge
- 29:18that we know has tons of experience handling arbitrations
- 29:22and with in with respect to legal malpractice claims.
- 29:24Makes a huge difference. We followed that tangent down a
- 29:30a good rabbit hole, but I'll bring it back to the the
- 29:34question that teed us off in terms of you bringing forward
- 29:39the fiduciary duty piece. And and that is, are there any
- 29:42other areas that you think it would be useful for our
- 29:46listeners to know about? I think without doing a, a full
- 29:52Cle presentation on some of these issues, you know, your
- 29:55listeners have a good understanding now of probably
- 30:00two or three or more things that they haven't thought about and
- 30:04can improve their practice in the back office.
- 30:06And, and then how they, how they operate with clients, which I
- 30:11think should be hugely beneficial.
- 30:13I think about these issues routinely.
- 30:16I've got a retainer agreement sitting right in front of me
- 30:18here and I got a separate conflict waiver.
- 30:22And so these issues are things that we deal with in, in our
- 30:25practice on a daily basis and are constantly changing and
- 30:29thinking about and modifying. And, and I urge all your
- 30:32listeners to do the same thing because things are always
- 30:36changing. Well, Marshall, I, I really want
- 30:41to thank you for for your time today.
- 30:42I really enjoyed our conversation.
- 30:44I really appreciate you having me on and I look forward to our
- 30:47our next AI presentation in a couple months and it's, it's
- 30:52been great how I really appreciate it.
- 30:54Well, I'm, I'm looking forward to that too.
- 30:57Thank you for listening today. Please e-mail us at podcast at
- 31:00Coopers dot law with questions, comments, feedback and
- 31:03suggestions you have for who you'd like to see on the show.
- 31:07Like what you heard? Share us with a colleague and
- 31:09leave us a five star review on your podcast platform of choice
- 31:12to all of you doing justice out there.
- 31:14Happy update.