Source of article 2's Company - Magnus Insights.
In a prior post, I lamented how family and friends can’t relate to what Melissa and I do in our trial consulting business. One of the main reasons for their lack of understanding is the extremely high level of confidentiality involved in our work. In order for trial consultants to be able to effectively help trial lawyers and their teams prepare case strategies, our efforts must be considered attorney work product. This means that any work performed on the case, such as the research results, etc., cannot be discussed by anyone outside of the trial team. Sometimes, after a case is over, and with permission of the client/attorney, we can discuss a case. But, for the most part, our involvement is never to be revealed. Of course, if Melissa is present at trial to assist with jury selection, that part of the work is obvious and public. But, all details related to the strategies employed and decisions made are confidential. This has meant that we’ve had to bite our tongues over the years when someone asked, “Have you heard about the XYZ case?” And, most importantly, this has always been the number 1 item on a training list for new employees. It is only after they sign a confidentiality agreement that their training begins and then it begins with the explanation of these confidentiality issues. We instruct everyone who works with us to avoid identifying the case parties, the attorneys or firms, or anything which could reveal what we are working on in a given case. We don’t use general terms, like “We are going to Orlando to work on a medical malpractice case on Tuesday…” when talking with friends, family, or other clients. And, though many of the cases on which we have worked make the news, even the headlines, we remain silent. This has been a frustration to some people who have done marketing for us because, in a traditional business, such “news” would be worth sharing. We can’t! We won’t!