Handle Your Challenging CEO Client Successfully with “Yes, and”

Successful CEOs, entrepreneurs and surgeons (among others) can be difficult clients. Their very success misleads them too often into believing they know everything about how to be successful in their legal matter. Which usually involves their wanting you to do something entirely different from what you know to be the best approach to handling their case, or themselves as witnesses.

The temptation is to say, “Look, I don’t tell you what to do in your field, don’t tell me what to do in mine.” That may work with some clients, but it’s good to remember that many powerful individuals have an underlying fear of being exposed as powerless. It does not advance your work with the client to aggravate that fear.

Instead, use the “Yes, and” approach, which basically consists of the following:

1. Don't wave aside the client's arguments. Treat your client's analyses and suggestions with respect.

2. Then, go on to recommending/doing whatever you think is best. 

For example, “I appreciate that you want me to call Ms. Jones as a live witness, and I think our most successful strategy is to use her declaration.”

Notice, it’s not “I appreciate that you want me to call Ms. Jones as a live witness, but I think our most successful strategy is to use her declaration,” nor is it “I think our most successful strategy is to use her declaration instead.” You make no attempt to defend, rebut or otherwise resist your client’s perspective, you acknowledge it respectfully, and then go ahead with what you believe is the best course of action.

Simple Words That Win With Jurors: "Thank you, Your Honor"

I was assisting with voir dire recently when opposing counsel, questioning the prospective jurors, was told by the judge to "Move along, counselor," to which the attorney replied, "But Your Honor…" I barely listened to the rest of what the attorney was saying, because I was delighted at the expression of confusion and dismay on the faces of the jurors. Opposing counsel had just lost points with the very people she would need to convince down the road, all to my side's advantage.

Perhaps the most egregious mistake a lawyer can make in voir dire is fail to fully respect the judge. Prospective jurors are not happy to be there, they do not trust the lawyers and the whole process is intimidating. Whatever else happens, prospective jurors are convinced only that the judge is neutral and therefore only the judge is trustworthy.

If the judge says "That’s enough, counselor" or "Move along, counselor" or any other such directive, the lawyer should immediately say, "Thank you, Your Honor" and do so. If the judge says, "You’re out of time, counselor," the lawyer should refrain from arguing; "But Your Honor, opposing counsel took 10 extra minutes, which ate into my time." As far as the prospective jurors are concerned, whatever the judge says, goes. If you have a legitimate grievance worth arguing with the judge, to do so out of the range of the prospective jurors.

Take A Page From Oscar Winning Actors: Read Your Openings/Closings Out Loud Before The Trial!

Your opening may read brilliantly on paper, but here’s the thing: the jurors won’t be reading your opening, they’ll be listening to it. Listening involves different pathways in our brains. What may make a great deal of sense when read, can come across as just so much nonsense when heard.

The best example I know of is the classic “Eats, shoots and leaves.” A comma is all that distinguishes a murderer from a friendly Koala bear (“Eats shoots and leaves”)! Yet when spoken, the listener has little way of knowing which is which, unless of course, they are attending to the context.

If you want to make sure your opening will be heard as you want to be, read it out loud.

Step one is to read your opening out loud to yourself, because I guarantee you will pick up all sorts of issues with your written version that need to be addressed. You may even wish to record yourself speaking your opening, since it can be difficult to spot problems at the same time as you are speaking. Things to watch out for, for example; run-on sentences. Or the use of “they” “he” “she” or “it” without a referencing noun close enough to the pronoun. Or sentences that have so many conditional clauses, the meaning is lost long before the end of the sentence.

Step two is to read it out loud to a friend or family member who is NOT intimately acquainted with the material, and from whom you are willing to hear constructive criticism. In addition to whatever comments your friend makes, ask: “Is there enough emotion in this to grab your attention? Is my language clear enough so you never went “huh?” as you listened? Are my sentences short enough? Am I using repetition in a way that helps or hurts? Does the way my opening unfolded appeal to your common sense, or is it too complex?” and so on.

Do the same with your closing argument. Any actor worth his/her salt always rehearses out loud. A courtroom is, in many ways, a theatre.

The small amount of extra effort required to speak your words out loud may make all the difference between convincing the jurors of your case, or watching their eyes glaze over as your case peters out.