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MAC USER Macs at Trial                                                                                                          3/26/11 4:58 PM




                                 GPSOLO December 2009
  Home
                                 BACK TO GPSOLO DECEMBER 2009 ISSUE
   Calendar                      BACK TO GPSOLO MAGAZINE'S HOMEPAGE
   Committees
   Contact the                   MAC USER
   Division                      Macs at Trial
   Sponsors
                                 By Victoria L. Herring
   Periodicals
   Publications                  The use of computers and technology in trials and other
                                 proceedings has steadily grown over the years, particularly as
   Resources                     more courts have upgraded their infrastructure. Virtually
                                 everyone knows about PowerPoint, as that presentation
                                 program has been used throughout corporate life for all sorts
                                 of training, so that its use in trials is not surprising. The
                                 purpose of this article is to explore the world of Macintosh
                                 lawyers using Mac technology and software in their
                                 presentations to courts and juries. My own experience mirrors
                                 what follows, but since it’s been a few years since I’ve been
                                 at trial, I thought it best to consult two lawyers with ample
                                 current experience in trying cases using the Mac.

                                 I spoke with Tom Hart and Ron Murphy. Tom Hart practices
                                 trial law in Charleston, South Carolina, and Christiansted,
                                 Virgin Islands, and tries four to five complex cases (such as
                                 asbestos litigation and class actions) throughout the country
                                 each year. He has a blog called “Tom’s Tech Tips for Trial
                                 Lawyers” ( http://tomstechtipsfortriallawyers.blogspot.com).
                                 Ron Murphy is a trial lawyer in New Britain, Connecticut, and
                                 also is involved in complex litigation involving personal
                                 injuries, medical and legal malpractice, and some criminal
                                 defense work as well. He is the principal trial lawyer with The
                                 Advocates Law Firm ( www.advocateslawfirm.com). In
                                 addition, others chimed in with their experiences, and I
                                 reviewed the two sets of video DVDs from the “Using Macs in
                                 Trial” seminars held near Dallas, Texas. From all this the
                                 takeaway is: Lawyers using Mac computers and software are
                                 not at any disadvantage and, indeed, may be more
                                 advantaged, than those using other systems.

                                 Hardware
                                 Both Tom and Ron use their Mac-Book Pro computers in trial,
                                 as have I. The 15” screen is excellent, though Ron said he
                                 thought the 17” might be better for him, given his need to
                                 have a variety of windows open on his screen at the same
                                 time. Each brings with him the necessary extension cords,
                                 adapters, and power strips, along with projectors and iPhones
                                 (more about the iPhone later). Both have found, as have I,
                                 that you really should bring your own tried-and-true hardware
                                 to court to minimize the possibility of glitches, such as
                                 projectors that won’t work.

                                 Software
                                 Several pieces of software made for Macs are used by
                                 litigators with finesse. Tom uses Circus Ponies’ Notebook (
                                 www.circusponies.com) for almost everything he does in trial


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MAC USER Macs at Trial                                                                                                          3/26/11 4:58 PM


                                 work. He has a “master” notebook into which he saves
                                 repeatedly used medical art, scientific literature, experts’
                                 contact information, etc. For each case he also creates a
                                 separate, dedicated notebook, into which he imports copies of
                                 documents, exhibits, and depositions; information on the
                                 witnesses; and outlines of his opening statement. If something
                                 is in the master notebook, such as information on an expert
                                 or a medical illustration, he opens up both the master and the
                                 case notebooks and clicks and drags what he needs from the
                                 master to the case notebook. It is possible to have only
                                 documents and information referenced in these notebooks,
                                 but Tom imports the data in full—I think I’d err on that side,
                                 too.

                                 Tom uses Apple’s presentation software, Keynote (
                                 www.apple.com), quite a bit in his cases, creating slides to
                                 use with experts and witnesses and to lay out his opening
                                 statement. He recently had the pleasure of being able to make
                                 adjustments to his opening slides “on the fly” in about 15
                                 minutes and watch the other side struggle for hours to do the
                                 same with their own technology.

                                 Adobe’s Acrobat Professional (AAP;
                                 www.adobe.com/products/acrobatpro) is a favorite piece of
                                 software for both Tom and Ron, though less so for me (I’m
                                 sure it’s because I haven’t taken the time to learn its features).
                                 Tom explained to me—we used screen sharing in iChat so he
                                 could demonstrate what he meant—how to use AAP’s
                                 “properties” feature to fill in all sorts of useful metadata so that
                                 you can easily find documents. He uses Yep’s Leap (
                                 www.yepthat.com/leap) to organize his documents; this
                                 software uses detailed metadata to organize and make
                                 “findable” all sorts of documents on a given topic. It’s sort of
                                 an OS X Finder on steroids.

                                 Ron explained to me his extensive use of AAP. He scans and
                                 OCRs (applies “optical character recognition” to) all medical
                                 records and other items, then Bates stamps them, bookmarks
                                 them, and adds comments to them. The bookmarks and
                                 comments allow him to follow along with a medical exhibit that
                                 the witness is using and to question the witness about each
                                 part; with a simple click he can pull up any part of the
                                 document, complete with relevant bookmarks and comments,
                                 onto the screen of his MacBook Pro. Those with an interest in
                                 learning more about using AAP in trial might want to check
                                 with the Adobe website and, specifically, with the blog
                                 “Acrobat for Legal Professionals” (
                                 http://blogs.adobe.com/acrolaw).

                                 Ron’s “go-to” programs are AAP and File-Maker Pro (
                                 www.filemaker.com). In File-Maker he organizes all the
                                 information of a case into databases for facts, names, items,
                                 and issues. Because File-Maker allows for the creation of
                                 relational databases, he can then tie the relevant facts,
                                 names, and documents in a case to the issues of that case. I
                                 use the very old Trial-Maker template for File-Maker Pro to do
                                 much the same thing. There are quite a number of other File-


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MAC USER Macs at Trial                                                                                                          3/26/11 4:58 PM


                                 Maker templates to be found as well. The beauty of File-
                                 Maker is that you can edit and adjust the templates to do what
                                 you need, as demonstrated by Ron’s adaptation.

                                 As litigators know, many court reporters use the Windows-
                                 based Real-Legal transcription software ( www.reallegal.com)
                                 to take and render depositions. Tom has found that using
                                 Code-Weavers’ Cross-Over (
                                 www.codeweavers.com/products/cxmac) allows him to access
                                 Real-Legal transcripts without using Windows software. Just to
                                 be safe, however, he gets depositions in TXT and PDF format
                                 as well. (I insist on those two formats being e-mailed to me,
                                 particularly because for some odd reason some court
                                 reporters are still delivering floppies!) Tom then imports the
                                 depositions into Notebook and annotates them there.

                                 Other programs that might be worth investigating for use in a
                                 law office, in preparing cases, and in trial are often discussed
                                 on the Mac-Law listserve ( www.maclaw.org). There’s also a
                                 Google Group called MILO (Macs in the Law Office;
                                 http://gdgrifflaw.typepad.com./home_office_lawyer/2008/10/macs-
                                 in-law-off.html) that you might want to check out, as well as a
                                 blog, MacLitigator ( www.maclitigator.com), that might be of
                                 interest.

                                 iPhone
                                 The topic of a litigator using the iPhone might, perhaps,
                                 require an entirely separate column. For now, note that I have
                                 an iPhone 3GS and use it in all sorts of situations, in and out
                                 of court. Tom and Ron both have iPhones and use them in
                                 their practices, including at trial (subject to the rules, of
                                 course). For example, there are a number of document
                                 applications for the iPhone that allow you to take documents
                                 with you and edit and e-mail them just as you would on a
                                 computer. (I recently wrote about them on my blog—
                                 www.herringlaw.com—under the topic of technology.) One of
                                 the problems with some of these applications is that they
                                 require you to be on WiFi in order to access your data, which
                                 I find limiting. But not all do, so you just need to look around a
                                 bit. Lawyers interested in the use of the iPhone should
                                 consult iPhone J.D. ( www.iphonejd.com) and its author’s link-
                                 filled article for the ABA TECHSHOW website about the
                                 iPhone ( www.abanet.org/techshow/blog/092208.shtml); Tax-
                                 Prof’s blog (
                                 http://taxprof.typepad.com/taxprof_blog/2009/08/five-
                                 iphone.html); and The Mac Lawyer’s article on five iPhone
                                 applications for lawyers (
                                 www.themaclawyer.com/2009/08/articles/iphone/five-helpful-
                                 iphone-apps-for-attorneys), plus the various iPhone-centric
                                 websites.

                                 As you can see from the above discussion, there are plenty of
                                 trial attorneys with experience using Macintosh computers and
                                 software in preparation for and conduct of a bench or jury
                                 trial. In fact, one of the best things about using the Mac OS
                                 on a newer Mac computer is that you can stay in the Mac
                                 world all the time—as I do—or you can dip your toe into the


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MAC USER Macs at Trial                                                                                                          3/26/11 4:58 PM


                                 Windows ocean from time to time with software that lets you
                                 run Windows-based programs.

                                 Victoria L. Herring practices in Des Moines, Iowa, in an office
                                 that has used only Apple/Macs since the early 1980s. She
                                 may be reached at vlh@herringlaw.com.

                                     Copyright 2009
                                                                                                                                Back to Top

</




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Macs at Trial [2009]

  • 1. MAC USER Macs at Trial 3/26/11 4:58 PM GPSOLO December 2009 Home BACK TO GPSOLO DECEMBER 2009 ISSUE Calendar BACK TO GPSOLO MAGAZINE'S HOMEPAGE Committees Contact the MAC USER Division Macs at Trial Sponsors By Victoria L. Herring Periodicals Publications The use of computers and technology in trials and other proceedings has steadily grown over the years, particularly as Resources more courts have upgraded their infrastructure. Virtually everyone knows about PowerPoint, as that presentation program has been used throughout corporate life for all sorts of training, so that its use in trials is not surprising. The purpose of this article is to explore the world of Macintosh lawyers using Mac technology and software in their presentations to courts and juries. My own experience mirrors what follows, but since it’s been a few years since I’ve been at trial, I thought it best to consult two lawyers with ample current experience in trying cases using the Mac. I spoke with Tom Hart and Ron Murphy. Tom Hart practices trial law in Charleston, South Carolina, and Christiansted, Virgin Islands, and tries four to five complex cases (such as asbestos litigation and class actions) throughout the country each year. He has a blog called “Tom’s Tech Tips for Trial Lawyers” ( http://tomstechtipsfortriallawyers.blogspot.com). Ron Murphy is a trial lawyer in New Britain, Connecticut, and also is involved in complex litigation involving personal injuries, medical and legal malpractice, and some criminal defense work as well. He is the principal trial lawyer with The Advocates Law Firm ( www.advocateslawfirm.com). In addition, others chimed in with their experiences, and I reviewed the two sets of video DVDs from the “Using Macs in Trial” seminars held near Dallas, Texas. From all this the takeaway is: Lawyers using Mac computers and software are not at any disadvantage and, indeed, may be more advantaged, than those using other systems. Hardware Both Tom and Ron use their Mac-Book Pro computers in trial, as have I. The 15” screen is excellent, though Ron said he thought the 17” might be better for him, given his need to have a variety of windows open on his screen at the same time. Each brings with him the necessary extension cords, adapters, and power strips, along with projectors and iPhones (more about the iPhone later). Both have found, as have I, that you really should bring your own tried-and-true hardware to court to minimize the possibility of glitches, such as projectors that won’t work. Software Several pieces of software made for Macs are used by litigators with finesse. Tom uses Circus Ponies’ Notebook ( www.circusponies.com) for almost everything he does in trial http://www.americanbar.org/content/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/2009_dec_herring.html Page 1 of 4
  • 2. MAC USER Macs at Trial 3/26/11 4:58 PM work. He has a “master” notebook into which he saves repeatedly used medical art, scientific literature, experts’ contact information, etc. For each case he also creates a separate, dedicated notebook, into which he imports copies of documents, exhibits, and depositions; information on the witnesses; and outlines of his opening statement. If something is in the master notebook, such as information on an expert or a medical illustration, he opens up both the master and the case notebooks and clicks and drags what he needs from the master to the case notebook. It is possible to have only documents and information referenced in these notebooks, but Tom imports the data in full—I think I’d err on that side, too. Tom uses Apple’s presentation software, Keynote ( www.apple.com), quite a bit in his cases, creating slides to use with experts and witnesses and to lay out his opening statement. He recently had the pleasure of being able to make adjustments to his opening slides “on the fly” in about 15 minutes and watch the other side struggle for hours to do the same with their own technology. Adobe’s Acrobat Professional (AAP; www.adobe.com/products/acrobatpro) is a favorite piece of software for both Tom and Ron, though less so for me (I’m sure it’s because I haven’t taken the time to learn its features). Tom explained to me—we used screen sharing in iChat so he could demonstrate what he meant—how to use AAP’s “properties” feature to fill in all sorts of useful metadata so that you can easily find documents. He uses Yep’s Leap ( www.yepthat.com/leap) to organize his documents; this software uses detailed metadata to organize and make “findable” all sorts of documents on a given topic. It’s sort of an OS X Finder on steroids. Ron explained to me his extensive use of AAP. He scans and OCRs (applies “optical character recognition” to) all medical records and other items, then Bates stamps them, bookmarks them, and adds comments to them. The bookmarks and comments allow him to follow along with a medical exhibit that the witness is using and to question the witness about each part; with a simple click he can pull up any part of the document, complete with relevant bookmarks and comments, onto the screen of his MacBook Pro. Those with an interest in learning more about using AAP in trial might want to check with the Adobe website and, specifically, with the blog “Acrobat for Legal Professionals” ( http://blogs.adobe.com/acrolaw). Ron’s “go-to” programs are AAP and File-Maker Pro ( www.filemaker.com). In File-Maker he organizes all the information of a case into databases for facts, names, items, and issues. Because File-Maker allows for the creation of relational databases, he can then tie the relevant facts, names, and documents in a case to the issues of that case. I use the very old Trial-Maker template for File-Maker Pro to do much the same thing. There are quite a number of other File- http://www.americanbar.org/content/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/2009_dec_herring.html Page 2 of 4
  • 3. MAC USER Macs at Trial 3/26/11 4:58 PM Maker templates to be found as well. The beauty of File- Maker is that you can edit and adjust the templates to do what you need, as demonstrated by Ron’s adaptation. As litigators know, many court reporters use the Windows- based Real-Legal transcription software ( www.reallegal.com) to take and render depositions. Tom has found that using Code-Weavers’ Cross-Over ( www.codeweavers.com/products/cxmac) allows him to access Real-Legal transcripts without using Windows software. Just to be safe, however, he gets depositions in TXT and PDF format as well. (I insist on those two formats being e-mailed to me, particularly because for some odd reason some court reporters are still delivering floppies!) Tom then imports the depositions into Notebook and annotates them there. Other programs that might be worth investigating for use in a law office, in preparing cases, and in trial are often discussed on the Mac-Law listserve ( www.maclaw.org). There’s also a Google Group called MILO (Macs in the Law Office; http://gdgrifflaw.typepad.com./home_office_lawyer/2008/10/macs- in-law-off.html) that you might want to check out, as well as a blog, MacLitigator ( www.maclitigator.com), that might be of interest. iPhone The topic of a litigator using the iPhone might, perhaps, require an entirely separate column. For now, note that I have an iPhone 3GS and use it in all sorts of situations, in and out of court. Tom and Ron both have iPhones and use them in their practices, including at trial (subject to the rules, of course). For example, there are a number of document applications for the iPhone that allow you to take documents with you and edit and e-mail them just as you would on a computer. (I recently wrote about them on my blog— www.herringlaw.com—under the topic of technology.) One of the problems with some of these applications is that they require you to be on WiFi in order to access your data, which I find limiting. But not all do, so you just need to look around a bit. Lawyers interested in the use of the iPhone should consult iPhone J.D. ( www.iphonejd.com) and its author’s link- filled article for the ABA TECHSHOW website about the iPhone ( www.abanet.org/techshow/blog/092208.shtml); Tax- Prof’s blog ( http://taxprof.typepad.com/taxprof_blog/2009/08/five- iphone.html); and The Mac Lawyer’s article on five iPhone applications for lawyers ( www.themaclawyer.com/2009/08/articles/iphone/five-helpful- iphone-apps-for-attorneys), plus the various iPhone-centric websites. As you can see from the above discussion, there are plenty of trial attorneys with experience using Macintosh computers and software in preparation for and conduct of a bench or jury trial. In fact, one of the best things about using the Mac OS on a newer Mac computer is that you can stay in the Mac world all the time—as I do—or you can dip your toe into the http://www.americanbar.org/content/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/2009_dec_herring.html Page 3 of 4
  • 4. MAC USER Macs at Trial 3/26/11 4:58 PM Windows ocean from time to time with software that lets you run Windows-based programs. Victoria L. Herring practices in Des Moines, Iowa, in an office that has used only Apple/Macs since the early 1980s. She may be reached at vlh@herringlaw.com. Copyright 2009 Back to Top </ http://www.americanbar.org/content/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/2009_dec_herring.html Page 4 of 4