Ediscovery Professionals: Order-taking Or Consulting? Consulting Tips For Meetings

As a consultant, you will likely be involved in meetings with litigation teams.

Here are some tips some dos and donts for those meetings:

Dont ignore anyone in a meeting: Dont focus all of your attention on only the senior people. Make sure you engage everybody attending the meeting. Make eye contact with everyone, and ask everyone questions. You want to get everyone on board, and you certainly dont want to ignore non-senior participants who may have influence over the decision makers.

Address everyones concerns: This is closely related to the first point, but let me be a little more specific. You want everyone in the meeting to be comfortable with approaches you suggest. While a suggestion you make may have obvious appeal to senior people, it may cause concern with others. Perhaps there are paralegals in attendance who wont see how they fit into a suggested approach who may even feel threatened by something you suggest. In that situation, describe the role of a paralegal as you make your suggestion. Your goal should be to get everyone on board.

Be respectful of your clients time: Start meetings on time, stay focused on what needs to be accomplished, and finish on schedule.

Be well-organized and well-prepared: If you appear scattered, your suggestions may not be credible.

Verify your understanding of a situation: As you move through a meeting and learn about the case, the requirements, and the preferences of the litigation team, repeat back to the team your understanding of the situation. You want to ensure as you go that youve got a good picture of the situation.

Gauge your audience and adjust your approach as needed to accommodate your audiences level of knowledge, their familiarity with terminology, their level of interest, how much detail they want, and their level of interest in each topic. You want to make every topic you discuss relevant and useful to participants in the meeting.

Lead your audience to the right decision: When possible, rather than telling someone thats a bad idea, give them the information they need to come to the right decision on their own.

Take every opportunity you can to make individuals look good: This can really help to get people on board. If someone has a good idea, make sure to comment on it. If youve worked with someone before and they did a good job using an approach youd like to employ, tell the group John used this approach on the ABC case and it was a huge success! If youre introducing new technology and theres a technically adept paralegal in the group, tell the group Ive worked with Mary before and shes really picked up on new tools quickly. She wont have any problem with the load process in this tool. You get the picture.

Admit when you dont something: Dont fumble through discussion of something youre unsure of. If you dont know something, tell the group. Tell them youll find out, and then do so and get back to them quickly with information.

Do you have tips for working effectively as a consultant with a litigation team?

by: CloudNine Discovery

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