Mastering deposition prep in the digital age: A guide for modern law firms

In today’s fast-moving legal landscape comprehensive deposition preparation can make or break a case. Effective preparation is more than simply having your ducks in a row, however. Winning deposition preparation involves identifying inconsistencies in testimony, securing key admissions and piecing together critical insights from all the information obtained along the way.

As legal professionals continue to adapt to today’s increasingly popular hybrid and remote working environments, the tools and processes for preparing for depositions must evolve accordingly. That’s why so many forward-thinking firms are embracing and leveraging legal tech solutions to streamline transcription, enhance collaboration and simplify recordkeeping. Let’s take a closer look at some of the secrets of effective deposition preparation and explore how tech solutions like Legal Visor from Verbit can help attorneys and law firms modernize workflows throughout every step of the legal process.

Deposition preparation 101: The essentials

Learning how to prepare for a deposition is a fundamental skill for any litigator. Regardless of the legal niche in which you find yourself, a thorough approach to deposition preparation can help you uncover critical case facts and safeguard against unexpected surprises.

Here are some of the foundational steps for successful deposition preparation:

Review case facts and discovery materials

Before crafting any deposition strategy, it’s important to comb through all available case documents. These might include pleadings, interrogatories, requests for admission and transcripts of prior proceedings, among other things. Establishing a timeline of case-related events and working to understand them in context makes it easier for legal professionals to identify potential gaps in their information and craft more valuable questions.

Create a detailed outline

A deposition outline can be incredibly valuable when it comes to keeping your session both focused and goal oriented. An outline should include:

• Key areas of inquiry
• Exhibits to introduce
• Statements to confirm/challenge
• Potential objections from opposing counsel

This outline should be flexible enough to allow for improvisation but thorough enough to help you cover all your bases and stay one step ahead of potential curveballs.

Gear up for objections and admissibility issues

Speaking of curveballs, anticipating objections from opposing counsel is one of the most crucial elements of effective deposition preparation. Getting proactive about pinpointing potential issues can help save time down the line while arming yourself with a deposition that can be seamlessly introduced in future proceedings.

Prepare your witnesses

If you’re representing the deponent, preparing your client for deposition is yet another vital step in the deposition preparation process. Many attorneys help their clients prepare for their depositions by conducting “mock depositions” that mimic the tone, pace and pressure of real questioning. Taking the time to prepare and empower your witnesses can help them more confidently handle aggressive tactics and avoid common pitfalls that may lead to objections, speculation or admissibility problems.

Tools and documents for a successful deposition

In addition to requiring top-tier legal knowledge and experience, effective deposition preparation also demands that attorneys and their affiliates prioritize organization and collaboration throughout every step of the process. Thankfully, there are a variety of technological solutions and other resources available to today’s legal professionals to help them optimize their preparation process.

Here are some essential tools and resources that can be used to support legal professionals in their preparations:

• Captioning and transcription platforms: Comprehensive records often play a critical role in the deposition process, and having past statements or transcripts ready for reference can help you challenge inconsistencies and validate facts in real time. Speech recognition technology solutions can be used to convert digital evidence files — such as recorded phone calls and body cam footage — into easily accessible written records in the form of captions and transcripts to provide a more accurate, accessible record of prior testimony.
• Secure file management systems: Given the sensitive nature of the information commonly shared before and during a deposition process, it’s crucial for law firms to have access to a user-friendly, secure file management system. Cloud-based systems with advanced data security protocols make file sharing more convenient for all parties involved in a case without compromising compliance with data privacy laws.
• Collaboration platforms: Legal teams often span multiple locations and may be working on multiple cases and projects simultaneously. Work management platforms like Slack, Microsoft Teams, Basecamp and Asana make it easier for legal teams to work together seamlessly, even from a distance. This allows for more efficient and effective collaboration by allowing co-counsel to coordinate questions, monitor witness responses and share insights both asynchronously and in real-time.
• Annotation and search tools: Digital annotation features make it easy to highlight key portions of a transcript or exhibit, flag follow-up questions and note objections for review. Tools that offer real-time search and tagging can streamline this process. Artificial intelligence has recently emerged as a major asset for legal teams looking for reliable annotation and search features, as some AI tools make it possible for professionals to search for specific keywords, generate summaries and add easy-to-follow headings to transcripts or evidence and testimonies.

All these tools and resources can help attorneys and associates streamline their preparation efforts without losing valuable time. These solutions and platforms can be used in conjunction with one another to help improve case outcomes without over-burdening legal professionals who already find themselves spinning multiple plates on a regular basis.

Meet Legal Visor: Verbit’s all-in-one legal AI solution

For legal professionals looking to leverage the power of technology without having to juggle multiple tools and platforms simultaneously, Legal Visor from Verbit stands out as a specialized solution that makes depositions, hearings and legal proceedings more manageable for teams of all shapes and sizes.

Here’s what Legal Visor brings to the table:

• Real-time, AI-powered speech recognition technology coupled with human verification for highly accurate transcription of a variety of case materials.
• Virtual collaboration capabilities that make it fast and easy for teams to share transcripts internally in real time.
• Inconsistency detection features that flag discrepancies within witnesses’ current and past testimony or as compared to other testimony or documents.
• Intelligent search functions to enable semantic and generative querying within testimonies, prior statements and documents.
• Chaptering and summary tools that help legal teams create quick, concise overviews of depositions that can be easily shared with and reviewed by colleagues and stakeholders.
• Secure storage and data privacy compliance that aligns with industry standards like HIPAA and GDPR

Legal Visor was built with litigation professionals in mind and was specifically designed to provide all-in-one support for legal teams across multiple steps of the legal process. Whether you’re preparing a client for deposition or trying to streamline your case preparation overall, Legal Visor’s advanced features and attuned insights can attorneys and firms valuable time while increasing their precision and collaborative capabilities.

Deposition day checklist: Things to remember

As we’ve discussed, preparation is key for a winning deposition day. Here’s a handy checklist you can use to make sure you’re fully equipped from the moment you walk through the door:

• Case documents and other materials
• Annotated deposition outline
• Copies of all relevant exhibits
• Accurate transcripts of prior depositions and statements
• Case law or evidence rule references
• Copies of any subpoenas, notices and stipulations
• Tech setup (i.e. audio and video recording components, computers, transcription software, etc.)
• Backup power sources (chargers, batteries)
• Key questions to review
• Case-specific inquiries
• Notes about clarification or confirmation of prior statements
• Open-ended questions to explore new areas
• Have a backup internet connection (i.e. mobile hotspot)
• Alternative/backup questions as a contingency plan

While this is just a cursory list of some of the things you’ll want to have squared away, there are many different tools legal teams can consider adding to their deposition preparation and execution efforts. Finding what’s right for your team can help you alleviate strain, enhance focus and improve case outcomes over time.

Embracing technology for successful case outcomes

Preparing for a deposition is a complex, high-stakes process that can significantly impact the trajectory of your case. With evolving legal standards, remote work dynamics and increasing data complexity, relying solely on traditional methods is no longer sufficient.

By embracing modern strategies and investing in technology solutions like Legal Visor from Verbit, attorneys and firms can lay the foundation for a more clear, comprehensive and effective deposition process while arming themselves with the knowledge they need to advocate for clients throughout the litigation process.

If you’re interested in learning more about how Verbit’s purpose-built AI solutions for legal professionals could help your team streamline workflows and improve case outcomes, reach out today to speak to a member of our team.