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Remote Advocacy in the Age of Social Distancing April 1, 2020

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Page 1: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Remote Advocacy in the Age of

Social DistancingApril 1, 2020

Page 2: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Social Distancing = No Courtrooms

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Page 3: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Background

• Audience

– Attorneys and Courts (we’re in this together)

• Solutions

– Teleconference

– Videoconferencing

• Must depend on technology

– Participants will be connecting from home, not an enterprise IT environment

– Reliance on residential internet connections and mobile phones

– Things can and will go wrong

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Page 4: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Costs of Remote Advocacy

• Not in person = Loss of non-verbal communication

– Attorneys

• When the judge has a question

• When to stop talking…

– Judges

• When to jump in with a question

• How is the attorneys' credibility?

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Page 5: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Sensory Components of Remote Advocacy

• Audio

– Audio alone adequate for non-substantive

hearings (e.g, Rule 16)

– Conventional teleconference bridge

• Becoming more unreliable

• Consider calls at off-peak times (9:05

am)

• Visual

– Likely necessary for hearings of substance

(Markman, Summary Judgment, Appeal)

– But things get more complicated:

• Increased reliance on technology =

Increased complexity

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Page 6: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Video Hearings & Advocacy

• When do you need video?

– Show slide decks, like PowerPoint

– Show exhibits/demonstratives

• Other reasons for video?

– Perceive non-verbal, visual cues

• Judge’s facial expressions

• Attorneys’ facial expressions

• What to show?

– Just slides/documents? Faces too?

• Do the participants (including judge) have cameras?

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Page 7: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Video-Based Options

• Multiple options, for example:

– Microsoft Teams, Zoom, WebEx, GoToMeeting

– Appropriation in Coronavirus Aid, Relief and Economic Security (CARES) Act

• Flexible Presentation

– Participant's camera (wear court dress)

– Documents/Demonstratives

• If you have two screens, could share what’s showing on just one

• Typically can be as precise as only sharing a particular application or a window

• Ensure the selected solution is free for others to use, and easy to use

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Page 8: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Recommended Best Practices

• Examples:

• Provides presenter/host with

ability to share your screen or an

app (e.g. PowerPoint)

• Can simultaneously share your

camera

• Can pass role of presenter, e.g.

between Plaintiff and Defendant

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Page 9: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: In Advance of the Hearing

• Send each participant access details the day before

– Allows everyone to download any needed software, and practice with it

• Court (Judge, law clerks, court reporter)

• Attorneys, and any Witnesses

• Reach agreement w/ opposing counsel re sending electronic copy of

slides + exhibits/demonstratives

– To court, a day (or 24 hours) before hearing

– To opposing counsel at the same time – or at least an hour before

• Why?

– Technology can fail

– “Send my slides and exhibits to o/c the day before? No way!”

» Q: is it worth risking delays/cancellations if court or O/C can’t download hearing

materials in time?

» Tip: can send larger sets of exhibits than you intend to use to avoid over-previewing

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Page 10: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Additional Tips

• To aid efficiency and ID’ing of visuals:

– Add cover page to each exhibit for easy identification

– Give them easily identifiable filenames, like “DX-1_Document_Name.pdf”

– Make sure every page is uniquely identifiable, by page # or Bates #

– Remember to include legible page #’s in slide decks

• By sending hearing materials day before & making ID’ing them easy,

you’ve prepared for “Plan B”

– If video drops out, you know the court and o/c have their own copies of slides/docs

– You know you can easily identify them

– Can now proceed with hearing without video, if needed

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Page 11: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Things to Do Unique to Remote Hearing

• Identify each slide or document prior to discussing it

– Really....

– Every time....

• If telephonic hearing (or video drops out or is out-of-sync), periodically

ask the Court if there are any questions

• Check to confirm everyone can hear and/or see everyone else

– When: at beginning and after recesses

• Make sure court reporter can hear everyone that will be speaking (judge +

attorneys)

• Ask Court reporter to chime in if they are having trouble hearing a speaker

– They’re only human!

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Page 12: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Things to Do Unique to Remote Hearing

• Remember, no sign-in sheet

– Before going on record, every single speaker should identify himself or herself

• Court (including law clerk(s), court reporter) and attorneys

– Court can act as emcee, cycling through all participants so participants aren’t confused

as to who they’re looking at on screen

• Attorneys: ID yourself each time you speak

– You’re just a talking head on a computer monitor, not seated at Plaintiff or Defendant

podium

• If you’re not speaking, keep your audio muted

– Chime in if you think a speaker may have forgotten to un-mute

• Consider designating a “hotline” individual, e.g. from your IT dep’t, to

help save the day

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Page 13: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Hearings With Witnesses/Exhibits

• Witness would attend via video (e.g. Zoom), just like other participants

– Like with others, send access info day before

– Exhibits would work as we already discussed – and be sent in advance

• Federal Rule of Civil Procedure 77

– Any act or proceeding beyond trial “may be done or conducted by a judge in chambers,

without the attendance of the clerk or other court official, and anywhere inside or outside

the district.”

– “But no hearing—other than ex parte—may be conducted outside the district unless all

affected parties consent.”

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Page 14: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Hearings With Witnesses/Exhibits

• If parties do not want witnesses present until it’s time to call them:

– Have witnesses sit on standby (at home, etc.)

– When time comes to “call them to the stand”:

• “Your Honor, may we take a brief recess to connect a witness, Mr./Ms. Doe?”

• [During recess]

– Call or message your witness, have them connect to audio + video

– Again confirm everyone (including court reporter) can hear all other speakers,

including Witness

• Back on record

– Swear in Witness

– Proceed

– When finished, judge can thank Witness and ask them to disconnect

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Page 15: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Assume the Tech Will Fail You

• Never forget!

• How to minimize failure/disruption to remote hearing?

– “Layer” the technology being used

– Don’t rely only on single platform

• For audio, recommend using Zoom’s “built-in” teleconference bridge (or “Call

me”) option as opposed to the built-in computer audio/VoIP option:

– Computer audio uses same communications path as video, and if overloaded

could lead to audio and/or video being garbled

– And if that path fails, both audio and video are gone

• Reach agreement re backup plan

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Page 16: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Practice With the Technology!

• Do not wait to practice with the technology

– Waiting to use tech for first time when hearing starts will likely lead to frustration and/or

embarrassment

– Courts and attorneys should practice holding their own video meetings well in advance

• May need to work with their respective IT departments

• Things to check when practicing with the tech:

– Is the audio clear?

– Adjust lighting ahead of time

– How to change presenters?

– How to share a screen? An app? A specific window?

– The mute button

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Page 17: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: Practice With the Technology!

• Confirm whether need to upgrade, to avoid time cap when hosting

videoconference

– Zoom = free version provides 40 minutes depending on # of users

• To extent possible, establish internet connection using Ethernet cable

instead of Wi-Fi

• Can practice using “virtual backgrounds”

– Zoom provides stock ones

– Can upload your own

– Subject to minimum machine requirements

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Page 18: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Best Practices: We’re all in This Together!

• All of us (courts & attorneys) need to

appreciate that remote hearings are

imperfect

– Sound may drop out

– Video may drop out

– One person’s audio/video may drop out and

they’ll need to reconnect

• Be patient and work together

• Hearings from home means hearings

mixed with real life

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Page 19: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

Thank You!

David [email protected]

Jackob [email protected]

Steven [email protected]

Susan [email protected]

Page 20: Remote Advocacy in the Age of Social Distancing · Sensory Components of Remote Advocacy • Audio – Audio alone adequate for non-substantive hearings (e.g, Rule 16) – Conventional

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