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Preparing and working with the client is so critical to a good direct exam. Success starts with our clients going in with a mindset that the jury consists of smart people who can smell good versus bad. Therefore, they just have to set their fears aside and trust the process. We also have to ask enough questions to get the information we need while making them feel at ease and comfortable. The challenge is to keep the direct exam conversational and simple. 

In today’s episode, we’re joined by Jason Erlich, an employment attorney who exclusively represents workers who have been treated wrongfully. Jason handles cases related to workplace disputes, such as wrongful termination, wage and hour violations, sexual harassment, and class action lawsuits.

In this episode, you will hear:

  • The three things that make a successful direct client exam
  • Preparing direct exam questions
  • Things to prioritize for the direct exam
  • Making last-minute changes to your questions based on the opening statement and witness testimony
  • Visual aids he used in the courtroom
  • Free-flow questioning vs. sticking to a script

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Supporting Resources:

If you would like to learn more about Jason and his practice please visit his website:

If you have questions or a particularly challenging client preparation, email Elizabeth directly for assistance: [email protected].

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Find out more at