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Use of Technology in Mediation and at Trial
Kenneth G. Raggio
Raggio & Raggio PLLC
Dallas
Updated Article & materials available at:
• www.raggiolaw.com/iPad.htm
• Video gods willing, the State Bar will have the video of the acutal presentation up soon
Technology is…
• Used by lawyers in EVERY case• Only the level of implementation
varies• Emphasis• here is on showing the MOVING
parts of technology applied to our practice
The Premise
• Use technology
• To Show the Court/Audience
• Killer Facts
• Simple Explanation of a complex issue
How to Do It
• How You want to Do It
• Notebook/ iPad/ Whiteboard
• Display Device
• Backup
Demos to include
• Quasi-Demonstration of an PowerPoint opening statement
• Glimpse of an Outliner marshalling a complex case
• iPad making a “live” presentation
I.
The Opening Statement
The opening statement…
• Should inform the Court/ the determiner of your position succinctly
• Should preview dominant evidence
• Takes work to insure what is promised can be delivered
Why Are We Here?
• Part 1• Hal’s Claims of Separate Property
in the AZ House
AZ house worth $1,400,000• Is 77.65 % his Separate Property(over
$1,100,000)
• Community Equity in House is –[$206,273]
• Phase I
• The Argyle , Texas Homestead purchased in 1995
How Does He Get There??
$5,000 Community Earnest Money to Purchase Argyle
Homestead
Earnest MoneyContract : Hal Erg & Jan Erg
Deed Issued to:
Hal & Jan, Husband & Wife
Closing Funded By:
• $250,000 note
• $95,523 from Joint Checking Acct
• (plus $5,000 Earnest money applied)
Check from Community Checking Account
Mr. Erg Says:
• Argyle House is 27.25% My Separate Property
• Based on using proceeds from a prior house sale at closing
Then …
• Mr. Ergott says funds from sale of the Argyle Homestead were reinvested in a Conn. Condo in 2005 (Phase II)
• (Phase III) The Condo sold in 2006 and proceeds invested in the Purchase of Lot 5 in AZ.
• BUT…
Contract to Purchase of Fountain Hills Lot 5, July 20, 2006
Hal & Jan, Husband & Wife
• “Joint Tenants with right of Survivorship
• (Not as Tenants in Common nor as Community Property)”
..and paid the earnest money
Received Deed…
…Harold & Jana, Husband & Wife
Hal Claims Separate Interest despite…
• NEVER a significant recital• Inception of Title• Arizona Law-presumed gift• NEVER a claim of Sep. Prop.• NEVER any intent of Sep. Prop.• Patent Unfairness
Compare
• Charts of how the parties view their estate:
Jana’s
FoodGasMotelJan121710Feb171121Mar222914Apr141017May121710Jun191520
Jana's View of Net estate
98%
1%1%Jana SPHal SPCP Remaining
Hal’s
• Part II
Why Are We Here?
Hal’s View of :
• His Own Importance
• The Contributions of Others
• Can be Demonstrated by:
Her Primary Job…
In Review
• Show the Court important data• Calculated to aid your position• In a way acceptable to the
Court/Decision Maker• And reap the harvest of your
efforts
Organization:Using an Outliner
Q: What is an Outliner
• A: An outliner is to ideas as a word processor is to words
• A(2): An outliner helps to simultaneously concentrate on the Big Picture and the Minutiae
An Outliner Can…
• Help keep track of details on many entities
• Help you organize witnesses and their testimony
• Easily toggle between top level concepts and minutiae
An outliner in Mediation…
• Allows quick retrieval of data to prove a disputed point
• Can, during “off time,” be an efficient tool to plan the next step
• Can easily keep the evolving “Checklist” up to date so that nothing is missed in the crush to get everything in the MSA
Naming Names…
• Notemap by Lexis-Nexis
• Outline function in Word & WordPerfert
II.The Evidence
Using a Timeline
Use a Timeline…
• To Demonstrate an overarching concept
• To Keep track of a key sequence
• To combine sight and sound
III.Other Computer Use at trial and
Mediation• Wireless access • Play video/audio recording• Calculations on the run• The comparative spreadsheet• Updated materials to submit• It takes some planning…
And Now…
• The iPad—live• May not display in the rooms• But will be on the State Bar
website• Your registration gets you
access to the video