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  • 1.  Need advice about pre-payment of depo appearance

    Posted 03-08-2023 08:53

    I would appreciate suggestions from this group about how to deal with a situation I am facing with an upcoming deposition. I was first scheduled to be deposed by opposing counsel on this case in November and had provided an invoice for pre-payment of my depo appearance that required I receive payment 10 business days before the depo. About 12 business days before the scheduled date, the retaining attorney informed me OC wanted to postpone. So then it was scheduled for early January. Apparently there are 2 OC attorneys with different firms (small 1 or 2 attorney firms), so they were going to split the prepayment. Before the middle of December, I was told it was going to be postponed again. So now it is set for next week. The retaining attorney is flying to my location for the depo but I will appear by Zoom. I have not received prepayment despite having sent invoices and reminders as well as reiterating to the retaining attorney that I will not appear without pre-payment.  I certainly do not want to commit to yet another day a few weeks from now, but I am not going to continue to be jerked around. Any suggestions about how to deal with this so that I do not jeopardize the case for the retaining attorney but stand my ground would be greatly appreciated. 



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    Stella Frank
    Vocational, Disability & Career Consultant
    sdoercrc@gmail.com
    Stillwater, ME United States
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  • 2.  RE: Need advice about pre-payment of depo appearance

    Posted 03-08-2023 09:07

    Stella: I had nearly an identical situation. I have a deposition fee agreement that I have opposing counsel sign that spells out if they cancel within a certain amount of time  then it is non-refundable.  If they then have to reschedule it is a new fee agreement and payment.

     

    The agreement spells out that any request for production of documents is charged at $X/hour. I typically get prepayment for 2 hours, then bill the rest and it confirms that they are in agreement with my hourly rate past that 2 hours.  If they don't agree, then we will cease the deposition at 2 hours.

     

    The agreement is just to confirm they understand the deposition fees, I have never had any problem having someone sign.  You can do a letter and very specifically spell out your expectations. I just like having them sign something so there is no confusion. 

     

    My "war story" was that I had a deposition planned and it cancelled a couple of days in advance. The opposing counsel's father was dying 7 hours away and he had to cancel to be with him. Having compassion, I said no cancellation fee this time, I will apply this to the next deposition.  That was for November 2021. It rescheduled in January 2022. They cancelled again,  the opposing counsel's family had covid. At that point, I felt another attorney in his firm could have deposed me and I applied the first check I had received. I had now held 2 days and I wasn't going to waive the fee.

     

    They planned a third day and I requested payment.  It settled before I received payment. I asked for the deposition fee and opposing counsel had requested production of documents and that had been paid. He said that should cover my deposition. I refused as the production of documents took time, which I billed. 

     

    It ended up that retaining attorney covered the cancelled deposition fee.  I was paid and that is what the situation was.  After doing this for over 30 years,  I was reminded, "never trust an attorney". I am married to an attorney, so I say that in jest, but  I should have charged them each time as  they were a large enough firm another attorney could have covered my deposition or they had to pay me.

     

    This attorney in particular is just difficult for the sake of being difficult. He has a reputation of not wanting to pay for breaks during a deposition. He has the recorder stop the clock for me and for her. So now in his agreement, I have my fees start the moment I arrive and until I leave, regardless of breaks.

     

    I should have known better than to waive the fee that one time.  I won't do it again.

     

    I hope this helps. Stick to your guns!

     

    Michelle McBroom Weiss, MA, CRC, CCM, NCC, MSCC, ABVE/D, IPEC

    5543 Edmondson Pike, Suite 128

    Nashville, TN 37211

    mcbroomweiss@mcbroomweiss.com

    (P) 615-834-0186

    (F) 615-831-5274

    (C) 615-308-6395

     






  • 3.  RE: Need advice about pre-payment of depo appearance

    Posted 03-08-2023 09:37

    Michelle: 

    Thanks for your war story. It does sometimes feel like we are in the trenches with this stuff.  Your remark about "never trust an attorney" made me chuckle, and I can't disagree. I suppose we should not be surprised since in many ways, they are well trained obfuscators. I have a piece from the American Bar Association website bookmarked that's titled, When is it OK for a lawyer to lie?  that starts with this statement, "Everyone knows that lawyers are not allowed to lie - to clients, courts or third parties. But once you get beyond deliberate false statements, the scope of the obligations to truth and integrity become less clear." 

    So I guess I should not be surprised by any of these kinds of shenanigans. Your encouragement to stick to my guns helps. I will take that advice. Thanks again. 



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    Stella Frank
    Vocational, Disability & Career Consultant
    sdoercrc@gmail.com
    Stillwater, ME United States
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  • 4.  RE: Need advice about pre-payment of depo appearance

    Posted 03-08-2023 09:45

    Stella: I guarantee physicians or other experts would not waive fees. I you have a standard that has been expressed to the opposing counsel of your fee or cancellation fee expectations,  stick to it.

     

    Attorneys would not waive their fees either!  We all have busy schedules and it is hard to hold time, when you could have scheduled an evaluation, another deposition, a trial or a million other tasks. 

     

    Good luck! Let us know how it all turns out.

     

    Michelle McBroom Weiss, MA, CRC, CCM, NCC, MSCC, ABVE/D, IPEC

    5543 Edmondson Pike, Suite 128

    Nashville, TN 37211

    mcbroomweiss@mcbroomweiss.com

    (P) 615-834-0186

    (F) 615-831-5274

    (C) 615-308-6395

     






  • 5.  RE: Need advice about pre-payment of depo appearance

    Posted 03-08-2023 09:59

    Stella, I have a couple of horror stories where I regretted not sticking to this policy.  In one instance it took six months and a final threat to go to small claims court to get paid; in the other, at the outset of the deposition opposing counsel indicated she brought her checkbook and would pay me at the end of the deposition.  At the end, rather than pay my stated fee on the invoice, she cited some obscure state regulation and paid approximately %10 of my fee.  She did so with a smirk.  I was so dumbfounded that I didn't know how to object.  My retaining counsel eventually covered the difference.  



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    Mike McCord
    mike@mccordrehab.com
    Atlanta, GA United States
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  • 6.  RE: Need advice about pre-payment of depo appearance

    Posted 03-08-2023 10:03

    Mike, that one is cringeworthy. How degrading and spiteful. 



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    Stella Frank
    Vocational, Disability & Career Consultant
    sdoercrc@gmail.com
    Stillwater, ME United States
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  • 7.  RE: Need advice about pre-payment of depo appearance

    Posted 03-09-2023 09:26

    Hi, Stella.

    You cannot put out a retainer statement without completely enforcing it "when it comes time."   Don't you hate it when it comes to this?

    But please do not hold back.   For your sake, for the sake of your peers, who may not thank you, but you may safely assume such.

    One more thing, in reply to Mike.   I suggest that retainers contain the sentence:  "No partial payments will be accepted or cashed.  Payment must be made in full of any retainer or bill presented."  Just one more "horror story" learned from experience in the trenches.  Sooner or later, I believe most if not all of us find ourselves there.  Ah, the ups and downs of the turf...   Best wishes.



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    Bob Paré, MS, CRC, LRC, CDMS, FVE, ABVE/D
    rpare@consultativerehab.com
    Mt. Laurel, NJ. Tel: 609-531-2529
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  • 8.  RE: Need advice about pre-payment of depo appearance

    Posted 03-09-2023 11:13

    Not so much of a helpful suggestion, but in a related topic, in Nevada the fee agreement is always attached and disclosed with your report. This way, the other side has no excuse for not knowing your fee policy. I attach my fee agreement to all my reports. 



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    J. Matthew Sims, MC, MS
    Vocational Economist
    sims@simsandwhite.com
    Phoenix, AZ United States
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  • 9.  RE: Need advice about pre-payment of depo appearance

    Posted 03-09-2023 11:40

    I so appreciate the helpful responses I've received from my colleagues, both on and off the liserv. Just one of the many benefits of being a member of IARP.  I did stick to my guns and emailed Overdue invoice notices to the two opposing counsel firms with a demand for electronic payment by the end of the day today. The invoices also reiterated what had already been communicated in prior invoices that I will not appear without pre-payment. Thus far, payment has not been made. The retaining attorney was fully supportive even though she will again have to cancel her flight if it gets postponed one more time. I have no idea why the retaining attorney wants to fly to where I am when the depo will be virtual, but I think she either just wants to get out of the office or really wants to come to Maine. When I told her yesterday that we still have about a 20 inch snow cover, she sounded less enthusiastic about flying here. 

    I have also received several good suggestions for ways I can tweak my engagement agreement. Seems like no matter how many times I've added provisions to it in response to these types of situations, there is always a new way an attorney or insurance company wants to wiggle out of paying. Matt, I like the idea of attaching the fee agreement to your reports. That idea and a few others that have been suggested are going to find their way into my standard way of doing business. 



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    Stella Frank
    Vocational, Disability & Career Consultant
    sdoercrc@gmail.com
    Stillwater, ME United States
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  • 10.  RE: Need advice about pre-payment of depo appearance

    Posted 03-09-2023 11:56

    UPDATE:

    Just had word from the retaining attorney that opposing counsel has decided NOT to depose me. Guess I'll see them in court because in all likelihood, it will go to trial. 



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    Stella Frank
    Vocational, Disability & Career Consultant
    sdoercrc@gmail.com
    Stillwater, ME United States
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