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Complex Litigation: A Practical Guide to Case Management and Decision Making

Complex Litigation: A Practical Guide to Case Management and Decision Making

SKU:10124361-0001
Don G. Rushing
Format
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Price:
$99.00
Product Line
Wolters Kluwer Legal & Regulatory U.S.
ISBN-13
9781543883510
Availability
Ships in 3-5 Business Days
Last Updated
2024-12-16

Overview

Complex Litigation: A Practical Guide to Case Management and Decision Making is a practical guide for lawyers responsible for complex litigation, those aspiring to that role, and in-house counsel and insurers responsible for overseeing the efforts of outside litigation counsel.


While Rushing writes from a civil litigation defense perspective, the lessons he shares apply equally to both sides of litigation and to both civil and criminal cases. His observations include principles you can apply to different circumstances presented in a particular litigation you may be asked to lead. 


No matter how a case may come to you as team leader, your success in handling the matter will depend on your ability to effectively communicate with your client, develop a compelling story, lead the team with vision and passion, manage the matter efficiently, and make good judgment calls along the way while skirting decision-making blunders. This resource is designed to provide tips on how to effectively do all of this.

Table Of Contents

  • Introduction
  • Chapter 1 – Client Communications and Relations
  • Understanding the Client’s Business and Litigation Objectives
    • “What do you want?”
      • “What are the trade-offs?”
      • Managing Client Expectations
    • “What does success look like?”
    • “What are the financial concerns?”
    • “What are the operational concerns?”
  • Setting Client Communication Patterns
    • “Who do we report to?”
      • “What is the means and frequency of communication preferred by the client?”
      • Initial Crisis Management and Public Messaging
    • “Who are the key in-house decision makers?”
    • “Who do we communicate with on each issue, and who gets copied?”
  • Helping Clients Understand the Litigation Plan and Case Risks
    • Early Case Assessment
    • Strategic Budgeting
    • Discussing Risk with Clients
    • Use of Decision Trees
    • Limits to Forecasting Accuracy
  • Key Client Communication Opportunities
    • Client Reviews of Drafts
      • Billing for Services
      • The Bottom Line
  • Chapter 2 – Storytelling: The Art of the Advocate
    • Why the Story is Central to Persuasion
    • Advantages of the Story Form
  • The Elements of a Good Story
    • Theme
      • Conflict and Resolution
      • When to Use the Story Form
      • How to Evaluate a Story’s Power
      • The Performance Art of Storytelling
    • Motives
    • Plot
  • Chapter 3 – Leading the Team
  • Leadership Models
    • The Artist
      • The Doctor
    • The Navigator
    • The Weaver
  • Integrity
    • Speak the Truth
      • Promote Professional Conduct
  • Courage
    • Responsibility
      • Professional Growth
  • Vision
    • Roadmap to Victory
      • Be Nimble
    • Communication
    • Look Down Board
    • Practice Humility
  • Team Building
    • Pick Team Players
      • Build Reward Systems
    • Build Trust
    • Define Team Goals
    • Encourage Communication
  • Resilience
    • Hard Work
      • Tolerance of Mistakes
      • Taking Care of Yourself
    • Dedication to Excellence
    • Esprit de Corps
  • Chapter 4 – Managing the Case
    • Project Management Process
    • Trial-Centered Case Development
  • The Trial Notebook
    • Contact List
      • Post-Trial and Appeal
      • Shared Workspaces and Technology Use
    • Calendar
    • Task List
    • Issue Outline
    • Cast of Characters
    • Pretrial Order/Key Pleadings
    • Witness List
    • Expert Disclosures and Reports
    • Exhibit List
    • Order of Proof
    • Trial Time Budget
    • Chambers Conference
    • Motions in limine and Rulings
    • Voir Dire and Jury Profile
    • Key Discovery Responses
    • Opening Statement
    • Witness Outlines
    • Closing Argument
    • Jury Instructions and Verdict Form
  • Expert Witnesses
    • Function of Consultants and Experts
      • Vetting of Experts
    • Expert Selection and Development
  • Task Control
    • Prioritize Tasks
      • Don’t Turn Over Every Rock
  • Case Cost Control
    • Push Work to the Low-Cost Provider
      • Maintain Team Continuity
    • Staff Leanly
    • Eliminate Bottlenecks
  • Chapter 5 – Litigation Decision Making
    • Decision-Making Paths
  • Group Decision-Making Challenges
    • Composition
      • Avoiding “Groupthink”
    • Context
    • Communication
    • Control
    • Making Sense of Ambiguous Situations
    • Avoiding Process Loss
    • Avoiding Decision Fatigue
  • Decision Making Myths
    • Myth #1 – “We are perfectly rational actors.”
      • Myth #6 – “Decisions follow analysis and action follows decision.”
    • Myth #2 – “We use data and analytical rigor in our decision making.”
    • Myth #3 – “We do not let emotions guide our decisions.”
    • Myth #4 – “Blunders are committed only by the unintelligent and incapable.”
    • Myth #5 – “The team leader decides.”
  • Decision-Making Traps
    • #1 – Sunk Cost Fallacy
      • #10 – Assumptions About Witness Reliability
    • #2 – Framing Effect
    • #3 – Anchoring Effect
    • #4 – What You See Is All There Is
    • #5 – Overconfidence Bias
    • #6 – Loss Aversion
    • #7 – Confirmation Bias
    • #8 – Narrative Fallacy
    • #9 – Illusory Correlation
  • Chapter 6 – The Big “Take Aways”
    • Understanding Client Objectives
    • Storytelling
    • Team Leadership
    • Case Management
    • Litigation Decision Making

Highlights

Highlights of the coverage within Complex Litigation: A Practical Guide to Case Management and Decision Making include:

  • Discussion of the importance of understanding client objectives and priorities and aligning litigation strategy with those objectives including techniques to aid you in gaining a clear understanding of the answer to the question: What is my assignment?; a discussion of tools that will aid in clarity of client communications and gain that all important early alignment between client and counsel about potential case outcomes, risks and rewards, and litigation costs; suggestions to strengthen and preserve your relationship with the client during the case.
  • Discussion of the art of the advocate in crafting a good story and telling it effectively so that the listener prefers your story over that of your opponent. Included is an exploration of the reasons why the use of the story form is central to persuasion, as well as the elements of a good story, how those are developed in litigation, and methods to assess the potency of a story.
  • Basic leadership principles that may be applied in leading teams of lawyers engaged in complex litigation.
  • Basic management principles that may be used to keep the litigation team organized, aligned in their efforts, efficient in their work, and effective in accomplishing the client’s goals. Included, is a discussion of the “how to” of effective trial preparation, including the preparation of a trial notebook to carry you through trial preparation and trial. The importance of task lists to control teamwork processes is highlighted. There is additional discussion on the challenge of building collaborative work teams across firm lines to employ the best available resources in solving the client’s problems.
  • Management of the litigation decision-making process with a focus on common mistakes and pitfalls in decision making that can cause mistakes and damage client relationships, how to spot the pitfalls before you step into them, and prescriptions for avoiding mistakes. Several myths regarding the decision-making process are discussed.

Testimonial

"I found the Complex Litigation Guide to be an enormously insightful treatise for effective case management by in-house counsel and trial counsel. The guide comprehensively addresses the litigation management process with straight forward observations for a truly reader friendly experience. Thoughtful ideas are provided on the myriad of concerns confronting case managers. Practical observations review the need for management of client expectations in the often emotional litigation process. Telling a story and how to tell it helps the reader appreciate the value of effectively communicating to a jury. The guide impresses me as essential reading for all professional decision makers involved in litigation management.”—Harry Cibak, Esq., Former Senior Vice President, Head of Manufacturers Liability for Global Aerospace

 

“There are lots of practice aids that provide the basics of what to do in complex litigation. Don Rushing’s treatise on Complex Litigation goes beyond the basics and delves into how to successfully litigate a complicated case, including addressing critical areas such as client interactions, case analysis, the art of advocacy, choosing and leading winning teams, and organizing the case to maximize success. In an era when mentors and time for mentoring are hard to find, Complex Litigation provides the guidance and insight to help navigate difficult cases successfully. As a former in-house counsel responsible for managing large, high stakes litigation, I encourage anyone involved in complex litigation - whether in-house or outside counsel - to read and digest the seemingly simple but ultimately elegant roadmap for litigation success.”—William B. Sailer, Retired Senior Vice President, Legal Counsel - Qualcomm Incorporated

 

“Complex Litigation: A Practical Guide to Case Management and Decision Making is an invaluable resource for both law students and practitioners. Reading it feels like sitting across the desk from a seasoned mentor who offers clear, practical strategies grounded in real experience. Mr. Rushing’s guidance is war-tested and immediately useful, filling a crucial gap for those without this kind of mentorship and offering immense help to anyone navigating demanding litigation.”—Linda L. Lane, Professor of Practice, University of San Diego School of Law

 

“Nationally known big-case trial lawyer and litigator Don Rushing has published a remarkable new book, Complex Litigation: A Practical Guide to Case Management and Decision Making. It belongs on or beside the desk of every lawyer who already works on or aspires to work on class actions, multidistrict litigation, or high-stakes individual cases, regardless of whether the stakesare dollars, personal freedoms, or government policies. It’s remarkable because in just 163 pages it provides basic principles that every lawyer from rookie solo practitioner to big-firm managing partner needs to know and that many never learn.

 

Unlike the vast majority of “how-to” books, this one begins where it should and where other “how-to” books rarely do: the lawyer’s responsibilities to the client(s), how best to fulfill them, and how best to communicate with client(s) about them ethically, efficiently, and effectively. It shows why the key task for lawyers in the biggest, most complex litigation is the same as it is in a hit-and-run auto accident: to condense the massive, complex evidence into a simple story that will register with every type of judge and jury. And it shows how to do it.

 

Based on his background as a graduate of the U.S. Air Force Academy, five years as an officer reporting up and commanding down, followed by several decades of working on large litigation teams from rookie status to chief counsel and lead trial counsel on similar teams, Rushing details the different roles of team leaders and various team troops. Equally importantly, he describes the goals and roles that all team members share.

 

But the most unprecedented, insightful, and valuable part of this book is Rushing’s chapter on optimal and suboptimal thinking processes in litigation decision-making. He draws not only on his own experiences leading military troops and litigation troops, but on the scientific insights of Nobel Prize winning psychologist Daniel Kahneman, Nobel Prize winning economist Richard Thaler, and MIT/Harvard cognitive psychologist Steven Pinker. That chapter alone is a master class that every lawyer should, and is quite likely to, find fascinating, filled with new, helpful insights, and, as a bonus, fun to read.”—Malcolm E. Wheeler, Counsel Emeritus, Wheeler Trigg O'Donnell LLP

 

“Don Rushing’s Complex Litigation offers a thoughtful, concrete look at what leading and managing a complex case actually entails—client communication, team leadership, storytelling, and the judgment calls that shape major litigation. It goes well beyond civil procedure or basic trial-practice courses and exposes students to important aspects of practice they rarely see in law school. That’s why I recommend it to students before they begin practice as litigators: it gives them a sense of how complex cases really function and helps them enter their first litigation teams with the context and vocabulary to contribute meaningfully from day one.”—Kimberly Gosling, Professor of Practice, University of San Diego School of Law

Experts

  • Don G. Rushing
    Don G. Rushing
    Morrison & Foerster, LLP
    Retired Partner
    Don Rushing is an experienced law firm leader, trial lawyer, and recognized authority on bet-the-company litigation. Learn more.
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Complex Litigation: A Practical Guide to Case Management and Decision Making | Wolters Kluwer Legal & Regulatory