Streamline Client Preparation for Depositions with Automation
Preparing clients for depositions is essential, as well-prepared clients not only make a better impression but also strengthen their cases. However, traditional prep sessions can be repetitive and time-consuming, especially when covering the basics for each client.
By automating the deposition preparation process, law firms can improve client performance, boost case values, and allow attorneys to focus on unique aspects of each case rather than rehashing general guidance.
The Dual Benefits of Deposition Preparation Automation
A deposition preparation automation offers two major benefits:
- Improved Client Performance: Automated preparation helps clients approach their depositions confidently, equipped with the knowledge they need to make a positive impression. This can have a meaningful impact on the value of their cases.
- Streamlined Attorney Time: Automating the foundational aspects of deposition preparation frees attorneys to provide individualized guidance without repeating general information.
Content-Driven Deposition Automation
Deposition preparation automation is less about complex technology and more about delivering effective, comprehensive content. With a deposition prep automation, the firm’s practice management software can trigger date-sensitive sends, distributing information tailored to the client’s deposition timeline.
From checklists to FAQs, this content helps clients understand what to expect and how to prepare, increasing the likelihood of strong, well-informed testimony.
Sample Voice Drops for Deposition Prep
To familiarize clients with the deposition process and provide gentle reminders, automated voice messages (ringless voicemails) can be sent in the attorney’s voice. Here are a few examples:
- Checking In: Materials Sent
“Hi [Client]. It’s Attorney [Name]. I wanted to check in on your deposition preparation materials, which I recently sent via email and text. If you have any questions, jot them down, and we’ll cover them during our in-person prep session. Let me know if any materials didn’t reach you.” - Scheduling the Prep Session
“Hi [Client]. This is Attorney [Name]. I see we’re scheduled for an in-person prep session on [date] to review key issues and ensure you’re ready for your deposition. Please keep this day clear. By the end of our session, you’ll feel prepared and confident. I look forward to meeting with you soon!” - Post-Session Follow-Up
“Hi [Client]. Great work today in our prep session! As your deposition approaches, review the materials I’ve shared and keep today’s pointers in mind. I’m confident you’ll do great. Feel free to reach out if you have any questions.”
Multi-Format Approach: Reinforcing Key Concepts
Because clients may not fully retain everything discussed during their preparation, the deposition automation includes guidance in multiple formats:
- Emails and Texts: Brief, accessible messages sent at key moments reinforce essential points.
- Ringless Voicemails: Personalized, non-intrusive reminders in the attorney’s voice help keep clients engaged.
- Videos: AI-generated video messages delivered via text offer a highly engaging way to share critical information. These videos use the attorney’s likeness and voice, allowing clients to feel personally supported throughout their preparation.
Example FAQ Delivered in Email and Video
To provide clarity on essential points, common questions are answered in both email and video formats. For example:
Topic: Can I Refuse to Answer a Deposition Question?
- Email Message
Subject: Can You Refuse to Answer a Deposition Question?
Body:
“Hi [Client]! If you’re asked a question during your deposition that feels uncomfortable or might reveal something embarrassing, can you refuse to answer? The short answer: ‘No.’ Depositions are part of the discovery process, where attorneys have broad latitude to ask questions. Unless a question seeks privileged information, you must answer truthfully. If a question involves protected information, I will object on your behalf. Otherwise, be prepared to answer each question to the best of your ability.” - Text Message with Video Link:
“Hi [Client], Attorney [Name] here. Wondering if you can refuse a question during your deposition? Check out this short video [Do I Have to Answer Every Question?] for the answer and keep an eye out for more updates!”
Conclusion: Why Deposition Preparation Automation Matters
Investing time upfront in a deposition preparation automation can yield lasting benefits for both clients and attorneys. Automated content enables clients to perform better at depositions, enhances case value, and allows attorneys to dedicate time to unique case elements rather than reiterating basics.
If you’re interested in customized deposition prep templates tailored to your practice, feel free to reach out for more information.
