Five Tips for Enhancing Your Virtual Proceedings

By Jeff Dahm, Director of Trial Presentation and Technology


In 2020, you learned to provide advocacy for your clients outside of the courtroom through use of online platforms. Conducting virtual trials and arbitrations has now become a common procedure. If you are looking for ways to improve the quality of your online proceeding, I have five pieces of advice to offer you.

1. Check Your Setup.

You don’t want any tech mishaps during your virtual proceeding. Take the time to prepare your setup so that everything goes off without a hitch. You will want an external monitor—or two—connected to your laptop. Use one screen to see all the participants and the other screen to show exhibits displayed on the screen share. A quality webcam is a must-have, ideally one with 1080p resolution. You will need clear audio too, and I recommend either headphones embedded with a microphone or a USB microphone attached to your computer. If you’re able to work from an office, turn a conference room into your “presentation room.” Set up a dedicated videoconference computer with a simple backdrop and have everyone examine witnesses there. Finally, a week or two before your proceedings begin, test out your equipment and software, and make sure all the features work for every party in the proceeding.

2. Get a Host.

If you want the smoothest virtual proceeding, you’ll need a host. Most courts have a host for online proceedings, but for arbitrations, the parties may need to find their own. All parties should agree on one neutral vendor to act as host. The host will then assign a technician to focus on connectivity, security, technical troubleshooting, and ensuring everything flows well. Having this agreement in place will alleviate virtually all of your potential technical problems.

3. Use a Hot Seat Operator.

As with an in-person hearing, a hot seat operator is vital when proceedings are virtual. The host and hot seat operator should not be the same person. This way, the hot seat operator can focus on pulling up exhibits, showing demonstratives, and running video clips, instead of on troubleshooting connectivity. You don’t need the hot seat operator with you physically in order to present evidence. Last year, I worked on a virtual arbitration; the host was in Florida, the attorneys were in Europe, and I was in the hot seat, presenting evidence from California—and it all worked perfectly.

4. Pick a Platform.

There are many video conference platforms available. Most courts are using Zoom, Webex, or Skype. However, if you are planning a virtual arbitration, you will likely have a choice. After using a number of platforms, my personal preference is Zoom. It is the industry standard, and for a good reason. It has a user-friendly interface and easy screen-sharing capabilities. Zoom is also highly secure. It has 256-bit TLS (Transport Layer Security) encryption, and all shared content can be encrypted. With these security measures, along with a meeting password and the waiting room enabled, you will have a secure meeting.

5. Focus on Details.

Practice makes perfect for a virtual proceeding. Examining witnesses over a virtual platform is an art form, so make sure you rehearse over a videoconference. Additionally, it’s critical to be prepared, especially when you are operating in a remote setting. Set up a messaging service such as Slack or Microsoft Teams, so your whole team can easily communicate in writing while your arbitration is in session. You don’t want messages popping up all the time when you are sharing your screen, so make sure you’ve turned off notifications or consider using a separate laptop for messaging with your team. Be prepared by making backups of all your important documents and have a backup laptop and a backup Wi-Fi provider, such as a cellular hot spot, in case the internet goes out while you’re in session.

Conducting your proceedings over a virtual platform can offer you so many benefits. First, it allows you to continue to serve the needs of your clients despite court closures. Second, it is allows you forgo travel expenses and spend more time at home. Who doesn’t want more time and money? Most importantly, when you put in place an expert team and follow the tips I’ve provided, virtual proceedings offer you a way to vigorously and effectively advocate for your client.

IMS Consulting & Expert Services

IMS Consulting & Expert Services delivers consultative trial and expert services for the most influential global firms. For nearly thirty years, the company has been dedicated to helping clients tell clear and persuasive stories that educate jurors and decision-makers. Through more than 20,000 cases and well over 1,000 trials, attorneys have trusted IMS to equip them with the perspective and tools they need to help their clients succeed. With offices in New York, Dallas, Oakland, and Pensacola, the company provides persuasion strategy, expert witness, jury consulting, trial graphics, and trial presentation services. IMS has been recognized as an industry leader by several notable publications, receiving nine consecutive rankings on the Inc. 5000 list, standing in ten categories of The National Law Journal’s “Best Of 2021” awards, and positioning in the National Law Review’s prestigious “Go-To Thought Leader” awards for three consecutive years. More at

FEATURING: Jeff Dahm, Director of Trial Presentation and Technology

Jeff Dahm, IMS Director of Trial Presentation and Technology, is an IMS Thought Leader and trusted trial presentation advisor to the firm’s top clients. Through more than two decades of managing courtroom presentations, he has worked on more than 200 trials, as well as on over 300 hearings, arbitrations, and mock trials.  Read more about Jeff Dahm>>

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