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How to Prepare, Not Worry, and Succeed in a Virtual Mediation or Trial: Best Practices for Attorneys

The COVID-19 pandemic accelerated a shift toward virtual legal proceedings, and this trend continues to shape the legal profession. Virtual mediations and trials are no longer seen as temporary solutions but have become integral to modern legal practice. While they bring undeniable convenience and cost-saving benefits, they also require attorneys to adapt their strategies and skills to this new format.

This article provides a comprehensive guide for attorneys navigating virtual mediations and trials. From technical preparation to client management, we’ll cover everything you need to ensure success in these increasingly common online legal proceedings.


1. Understanding the Virtual Legal Landscape

Why Virtual Proceedings Matter

Virtual mediations and trials save time, reduce travel costs, and enable greater scheduling flexibility for all parties involved. However, these benefits come with challenges, such as maintaining courtroom decorum, ensuring the security of sensitive information, and fostering engagement through a screen.

Attorneys must approach virtual proceedings with the same level of professionalism and preparation as they would in-person sessions. This requires mastering technology, adjusting communication styles, and coaching clients to navigate the online environment effectively.


2. Mastering the Technical Setup

Invest in Reliable Hardware

  • Use a high-quality computer with a fast processor and adequate memory to avoid performance issues.
  • A second monitor can be invaluable for managing multiple documents, exhibits, and participants during a hearing or mediation.
  • Ensure a high-definition webcam is positioned at eye level for a natural and professional appearance.
  • Use a quality microphone or headset to deliver clear audio without background noise.

Secure a Stable Internet Connection

  • Use a wired Ethernet connection whenever possible to reduce the risk of connectivity issues.
  • Test your internet speed regularly; aim for at least 25 Mbps for seamless video conferencing.
  • Have a backup plan, such as a mobile hotspot, in case of internet outages.

Familiarize Yourself with the Platform

  • Common platforms include Zoom, Microsoft Teams, Webex, and proprietary court systems. Each has unique features, so take time to learn the specific platform being used.
  • Practice using breakout rooms, screen sharing, chat functions, and virtual backgrounds, if applicable.
  • Understand how to mute/unmute, enable/disable video, and troubleshoot common technical issues.

Ensure Security and Confidentiality

  • Use secure passwords for all meetings and avoid sharing links publicly.
  • Familiarize yourself with encryption and other security measures provided by the platform.
  • Verify that all participants are authorized to attend before beginning a session.

3. Preparing Your Virtual Office Environment

Create a Professional Background

  • Use a clean, neutral background that minimizes distractions. A plain wall or a bookshelf can work well.
  • If your space is less than ideal, consider using a virtual background that resembles an office setting, ensuring it doesn’t interfere with your appearance.

Optimize Lighting

  • Ensure your face is well-lit by positioning a light source in front of you. Avoid backlighting, which can obscure your face.

Minimize Distractions

  • Turn off notifications on your computer and phone.
  • Inform household members or office staff of your schedule to minimize interruptions.
  • Close unnecessary tabs and programs on your computer to avoid accidental pop-ups during screen sharing.

4. Preparing Your Client for Success

Technical Orientation

  • Ensure your client has the necessary hardware and software for the proceeding.
  • Conduct a practice session to familiarize them with the platform’s features, such as mute/unmute, raising their hand, and screen sharing.

Set Expectations

  • Explain the format, timeline, and rules of the virtual proceeding.
  • Emphasize the importance of maintaining professionalism, including dressing appropriately and avoiding multitasking.
  • Advise your client on the importance of clear communication and staying focused, even when off-camera.

Confidential Communication

  • Establish a secure method for private communication during the proceeding, such as a separate phone line or encrypted messaging app.
  • Rehearse how to request a private breakout room if needed.

5. Strategies for Effective Virtual Advocacy

Command the Screen

  • Maintain eye contact by looking directly into the camera, not at the screen.
  • Use deliberate, confident gestures to emphasize key points, but avoid excessive movement that can be distracting on video.
  • Speak clearly and at a moderate pace to ensure your arguments are easily understood.

Leverage Visual Aids

  • Prepare exhibits, slides, and other visual aids in advance and ensure they are easily shareable on the platform.
  • Test your screen-sharing capabilities to avoid fumbling during the session.
  • Use visuals sparingly and ensure they enhance your argument rather than overwhelming the audience.

Adapt Cross-Examination Techniques

  • Virtual settings can make it harder to read body language and gauge reactions. Pay close attention to vocal tone and facial expressions.
  • Use clear and concise questions to avoid miscommunication or delays.

Maintain Courtroom Decorum

  • Treat the virtual proceeding with the same level of formality as an in-person session. Stand (if possible) when addressing the court, dress professionally, and use appropriate language.
  • Ensure all participants are aware of virtual etiquette, such as muting microphones when not speaking and avoiding interruptions.

6. Managing Virtual Mediation Dynamics

Building Rapport Online

  • Begin with a friendly, professional introduction to establish a positive tone.
  • Use active listening techniques to demonstrate empathy and understanding, even through a screen.
  • Acknowledge the challenges of virtual mediation and express gratitude for everyone’s participation.

Utilizing Breakout Rooms

  • Breakout rooms can be used for private discussions with clients or confidential negotiations with opposing counsel.
  • Ensure the mediator or host knows your preferences for using breakout rooms and understands how to grant access.

Maintaining Focus

  • Virtual settings can lead to distractions. Keep mediation sessions concise and focused by setting clear goals and sticking to the agenda.
  • Take regular breaks to avoid screen fatigue for all participants.

7. Handling Virtual Trial Challenges

Jury Management

  • If a jury is present, understand the rules for juror participation and ensure they can see and hear you clearly.
  • Make your arguments compelling by using storytelling techniques and visuals that resonate, even through a screen.

Witness Preparation

  • Practice with witnesses to ensure they are comfortable testifying virtually.
  • Advise witnesses on camera placement, lighting, and maintaining professionalism throughout their testimony.
  • Rehearse responses to potential objections and challenges they might face during cross-examination.

Objections and Technical Interruptions

  • Be prepared to make objections clearly and concisely, ensuring the judge can hear and rule on them promptly.
  • Stay calm and professional in the event of technical issues, and have a contingency plan for addressing them.

8. Post-Proceeding Follow-Up

Review the Recording (If Allowed)

  • Many virtual platforms allow for proceedings to be recorded with permission. Use these recordings to analyze performance and identify areas for improvement.

Client Debrief

  • After the session, discuss the outcome with your client and address any concerns or questions they may have.
  • Provide clear next steps and timelines for follow-up actions.

Feedback and Improvement

  • Solicit feedback from clients, colleagues, or mediators to refine your approach to virtual proceedings.
  • Stay updated on best practices and new technologies in the field.

9. Staying Ahead of the Curve

Continuous Learning

  • Attend webinars, workshops, and training sessions focused on virtual legal proceedings.
  • Join professional organizations or forums to share experiences and learn from peers.

Embracing Innovation

  • Stay informed about emerging technologies, such as AI-powered tools and virtual reality simulations, that could enhance your practice.

Conclusion

Virtual mediations and trials are here to stay, offering both opportunities and challenges for attorneys. By mastering the technical aspects, preparing your clients effectively, and adapting your advocacy strategies, you can thrive in this evolving landscape. Remember, success in virtual proceedings depends on meticulous preparation, clear communication, and a commitment to professionalism. With these best practices, you can confidently navigate the virtual courtroom and deliver exceptional results for your clients.

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