Earlier this month, , I presented my talk Winning on Appeal: Ten Essentials Every Trial Lawyer Must Know with Jeff Lewis at the California Lawyers Association Solo and Small Firms event. We shared insights based on our work as appellate specialists and addressed some of the most common mistakes that trial lawyers make that end up hurting them on appeal.
Here are the tips we covered:
Rule Zero: If it’s not in the record, it didn’t happen.
#1 Master the appellate record. (Recap sidebars, in-chambers rulings, and make sure everything is documented.)
#2 File a timely notice of appeal. (Always assume 60 days.)
#3 Request a Statement of Decision to avoid implied findings.
#4 Use post-trial motions (to preserve issues like excessive or inadequate damages).
#5 Match your pleadings to your theories (and update them before or during trial if needed).
#6 Preserve evidentiary issues (make proffers, and don’t fall into the trap of deferred MIL rulings).
#7 Monitor minute orders in real time—not after trial is over.
#8 Avoid common briefing mistakes (like failing to cite the record or addressing only one reason for a ruling).
#9 Advise your client about critical post-judgment issues (e.g., fees, costs, bonds, interest).
#10 Involve appellate counsel early (don’t wait until the appeal is filed).
Bonus Tips for Respondents:
Statistics We Covered:
Bonus Content:
We also discussed several high-impact cases currently pending before the California Supreme Court — including issues around arbitration, public records, and common law taxpayer standing.
Thanks again to everyone who attended — we always enjoy connecting with trial lawyers who want to sharpen their skills for appellate preservation.
You may download a PDF of our slideshow by clicking through to the full article.
Winning on Appeal Ten Essentials Every Trial Lawyer Must Know