Legal Technology

Who’s Behind a Successful Complex Case? The Experts Every Litigation Team Needs

By Michael Murray and Stacey DiGerardo

In complex litigation, your success depends not just on what you do as counsel, but on the people who build and protect the record: court reporters, legal videographers, case managers and the technical team running your hybrid environment. Here’s a practical guide to what “excellent” looks like in each role, along with best practices on collaborating with your litigation team.

rocket ship supported by different elements of a litigatin team in complex cases

When they are excellent, you barely notice them. When they are not, you never forget it. Here’s how to brief and collaborate with your litigation team so they can anticipate issues, protect the record and free you to focus on execution and strategy instead of logistics.

Court Reporters: The Guardians of the Record

In complex matters, an excellent court reporter matches expertise to the matter. For cases such as mass tort, intellectual property, securities or highly specialized medical and engineering issues, you want reporters who already know the vocabulary and pace. Make sure your complex depositions get reporters with relevant backgrounds.

You need accurate, real-time feeds that integrate with your platform so co‑counsel and experts can annotate, search and reference testimony in the moment. Make sure your court reporter can deliver rushed, same‑day and expedited certified transcripts, backed by a defined quality review.

Consistency across jurisdictions matters too. In multicity or multistate programs, the standard should feel identical: same caliber of reporter, same exhibit workflows, same expectations around roughs, real-time and certified delivery. Before the first deposition, provide a one‑page case profile and flag critical witnesses and deadlines so your reporting team can prioritize real-time, backup reporters and quality checks. Lastly, invite feedback from reporters as they can sometimes see issues before they become problems and can help you protect the record.

In complex litigation, the video record is more than a formality. Credentialed legal videographers understand jurisdictional requirements for deposition video, including on‑camera notices, time-stamping and chain of custody. Integrated transcript synchronization, with video linked to the transcript by timecode, lets your team search, clip and export segments for motions and trial without a scramble at pretrial.

Framing and sound are crucial. Thoughtful camera placement, clear views of demonstratives when appropriate and attention to lighting and audio ensure a judge or jury can see and hear what matters, as this may be the only time they will “meet” a key witness. Secure storage and delivery are equally important. Video should live in the same secure, compliant environment as your transcripts and exhibits and be accessible through your case portal, not on an easy-to-misplace thumb drive.

To work well with your videographer, share your exhibit strategy and explain how you plan to use the video. If you expect to use clips at summary judgment, mediation or trial, say so. Clarify any client or jurisdictional sensitivities around what appears on camera. And make transcript‑synced video your default request, not a special case.

Case Managers: Orchestrating Multicity, Multiparty Programs

High‑performing large‑case management starts with single‑point orchestration. A dedicated case manager learns your matter, your client, your working style and your co‑counsel and opposing counsel dynamics, then owns the logistics. The case manager provides consistent standards across multiple geographies, so you see the same quality of reporters, videographers and facilities whether you are in a major city or smaller venue.

Experienced case managers notice issues early, such as when schedules conflict with briefing, when interpretation will be needed or when local rules require different remote deposition procedures.

To collaborate effectively, start with a case kickoff meeting. Walk your case manager through the case theory, parties, venues, anticipated witnesses and critical deadlines. Align on roles so it is clear what your team will own and what the case manager will own. Centralize routine logistics communications to the full case team through the case manager’s system and use that platform as your single source of truth for transcripts, exhibits and video.

Read: Your Secret Weapon in Complex Litigation: Getting the Most From Your Case Manager

Technical Teams: Making Hybrid ‘Just Work’

Remote and hybrid depositions are now normal. They have also exposed how fragile generic video platforms can be when pressed into service for formal legal proceedings. Technology failures, exhibit-sharing issues and audio glitches are now among litigators’ severest pain points.

The right technology partner plans for hybrid realities and treats data security as nonnegotiable. The platform used should support participants both in the room and remotely without compromising audio, video or exhibits and comply with privacy and security standards so your client data does not feed consumer AI models.

To get the most from your technical team, involve them early for complex sessions. Schedule predeposition technology checks for multiparty, multilanguage or high‑profile witnesses. Clarify exhibit workflows, including who will upload and display documents and where final marked exhibits will live. Establish clear escalation paths if something fails mid‑proceeding, and integrate AI tools thoughtfully as accelerators for review, not as substitutes for human judgment.

Read: Tech-Ready Depositions: How to Avoid Preventable Problems in Complex Cases

Turning ‘Vendors’ Into True Partners

Complex cases run smoothly when your service providers operate as integrated partners in your litigation strategy. Share context, not just dates, so they understand stakes and can anticipate needs. Invite them to flag anything that threatens the integrity or usability of the record.

When you deliberately build the right team behind your case and collaborate with them as partners, you reclaim time and attention for the work only you can do: thinking clearly, advocating fiercely and trusting that the record will be there when it counts.

Protecting the Record: Security Best Practices for Complex Litigation

Eight Tips for Handling Complex Cases

Litigation Support: 3 Ways to Fuel Innovation Within Your Litigation Team

Deposition Outline: 3 Tips for Better Litigation Prep

Image © iStockPhoto.com.

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Michael Murray and Stacey DiGerardo

Michael T. Murray is the VP of client strategy for Veritext Legal Solutions. He stays on top of litigation technology trends and travels throughout the nation speaking and providing informative and entertaining CLEs, educational instruction and product demonstrations to legal professionals. Stacey DiGerardo is the director of case management initiatives at Veritext, with over 15 years of experience in the court reporting industry. She began her career as a senior case manager, developing deep operational expertise, and later transitioned into an account executive role specializing in complex litigation, with a focus on multijurisdictional matters spanning major U.S. markets. In her current role, she leads the development and national rollout of strategic case management initiatives.

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