Kentucky Law Journal
2000
*183 THE
PRIVATIZATION OF BUSINESS AND COMMERCIAL DISPUTE RESOLUTION: A
MISGUIDED POLICY DECISION [FNa1]
Copyright © 2000 University
of Kentucky College of Law; Chris A. Carr and
Michael R. Jencks
TABLE OF CONTENTS
I. INTRODUCTION
....................................................... 185
II. THE ROLE OF THE COMMON LAW AND SYSTEM OF
PRECEDENT IN THE
RESOLUTION OF
BUSINESS DISPUTES .................................. 189
A. Precedent Defined
.............................................. 190
B. Why Courts Use Precedent
....................................... 191
C. How Courts Use Precedent in
Business Cases ..................... 192
III. THE CHANGING NATURE OF BUSINESS
TRANSACTIONS AND DISPUTES .......... 194
A. Increased Internationalization
................................. 194
B. The Proliferation of Secondary Rights and
Case Complexity ...... 195
C. Increased Speed
................................................ 197
D. Disaffection with the New Law Merchant
......................... 197
IV. BUSINESSES TURNING TO PRIVATE ALTERNATIVE
DISPUTE RESOLUTION ....... 198
A. Perceived Court Congestion and Delay
........................... 200
B. Expense ........................................................
202
C. Perceived Juror Ignorance and Bias Against
Business ............ 204
D. Perceived Lack of Expertise in the Judges
Presiding Over
Business
Disputes ............................................ 205
E. Privacy and Confidentiality
.................................... 208
F. The Advertised Ability of ADR to Provide
"Win-Win" Business
Solutions and
Preserve Business Relationships ................ 209
V. CHANGES IN HOW COURTS SERVICE BUSINESS
DISPUTES .................... 211
A. Managerial Judging
............................................. 212
B. The Bureaucratization of the Judiciary
......................... 213
C. Courts Forcing Business Cases into ADR
......................... 213
D. Vacatur, Selective Publication and
No-Citation Rules,
Depublication,
and Filings Under Seal and Confidential
Settlements .................................................. 215
1. Vacatur
................................. 215
2. Selective Publication and the
No-Citation Rule
...................... 216
3. Depublication
........................... 219
4. Filings Under Seal and
Confidential
Settlements
........................... 220
VI. THE INSTITUTIONAL PRACTICE OF LAW
FURTHERING THE PRIVATIZATION OF
BUSINESS DISPUTE
RESOLUTION ...................................... 221
VII. ADDITIONAL DANGERS POSED BY THE
PRIVATIZATION PROCESS .............. 228
A. The Loss of Information and Reduction of the
Public Welfare .... 228
B. Widening the Gap Between the
"Haves" and "Have-Nots" ........... 230
C. A Reduction in the Power of the Courts
......................... 231
VIII. PROPOSALS FOR REFORM
............................................... 233
A. Course Corrections to Help Maintain a
Sufficient Quantity and
Variety of
Business Cases at the Trial Court Level ........... 233
1. Recommendation
One--Expand the Pool of
Judicial Candidates
................... 237
2. Recommendation
Two--Improve Judicial
Continuing Education in
Business and
Commercial Practices
.................. 237
3. Recommendation Three--Increase the Use
of Law Clerks and Research
Attorneys
to Support Judges
..................... 237
4. Recommendation
Four--Increase Scrutiny
of Fee Applications
................... 238
5. Recommendation
Five--Businesses Must
Become Informed Consumers of
Legal
Services
.............................. 240
B. Course Corrections to Help Increase the
Availability and Use of
Decisions
.................................................... 241
1. Recommendation
Six--Provide More
Appellate Judges
...................... 241
2. Recommendation
Seven--Permit Citation of
Any Decision by an Appellate
Court of
Record
................................ 242
3. Recommendation Eight--Bar
the Practice
of Depublication
...................... 242
IX. CONCLUSION
......................................................... 243
*185 I.
INTRODUCTION
Come gather and sing to the Common Law whose leaf and seed we are,
Whether we live by the waggling jaw or counsel, miles from the Bar. The wood is
good and the sap is strong that gave us Coke and Hale, Right is a battle to win
from Wrong, in spite of contempt and jail. It calls for brain and it calls for
will, but an acorn knows his mission: Law is the Oak of Liberty still, in the
Common Law Tradition. Rowdy dowdy doodle-ee-o In the Common Law Tradition.
Rowdy dowdy doodle-ee-o In the Common Law Tradition. [FN1]
The common law, and how it develops rules
for allocating risk and deciding business and commercial disputes through a
body of reported public decisions, has provided a framework for governing
commercial trade and commerce that many countries have *186 adopted
today. [FN2] Relatedly, four
scholars from Harvard University and the University of Chicago recently
credited the common law as a reason why certain countries develop at a more
advanced rate than others. [FN3] The common law,
with its tradition of stability and predictability, is also often cited as an
important reason why companies are attracted to particular *187
countries and states to conduct business. [FN4] Further, with
respect to the area of intellectual property:
[T]he common law has emerged as a source
of protection for intellectual property rights throughout this century whenever
statutory protection for new forms of media were still evolving. This
phenomenon results from the relationship between communication technologies,
which are dynamic and often difficult to
anticipate, and statutes, which traditionally have been adopted only in
reaction to such changes.... [I]n cases in which statutory protection may not
readily apply to new technologies, intellectual property owners have repeatedly
and successfully resorted to common law theories for legal solutions to new
problems. [FN5]
*188 In short, the common law's
accomplishments with respect to trade and commerce are impressive. Today,
however, our courts and system for developing commercial precedent are under
attack, perhaps more than ever before. Private alternative dispute resolution
("ADR") as a method for resolving business disputes is
"hot"--courts and traditional litigation are not. [FN6] Yet, in light of
the common law's track record, it is more than ironic that business and
commercial dispute resolution is becoming more and more privatized, thereby
stunting the growth and development of the very body of law that has
traditionally served business so well. [FN7]
*189 The primary purpose of this
Article is to revisit the role and importance of the common law and our system
of precedent, highlight how the development of the contemporary body of
commercial law is being thwarted and distorted through various privatization
processes, discuss why these privatization processes are shortsighted and
erroneous, and most importantly, suggest proposals for reform. Part II revisits
the important role that courts and the system of precedent play in the
prevention and resolution of business disputes.
Part III addresses ways in which business transactions and disputes have
changed over the years and how courts have sometimes struggled to service them.
Part IV discusses how those changes have resulted in businesses increasingly
turning to private ADR--the first level of privatization--to resolve disputes.
Part V addresses a second form of privatization: (1) managerial judging; (2)
the bureaucratization of the judiciary; (3) the attempt by courts to decrease
their workload and conserve judicial resources by diverting business cases into
ADR; and finally, (4) the increased use of vacatur, selective publication and
the adoption of no-citation rules, depublication, filings under seal and
confidential settlements. Part VI explores how these privatization processes
have been (and continue to be) furthered and accelerated by changes in the
institutional practice of law-- namely, through the advent of the
"discovery lawyer" at many corporate law firms.
Standing alone, none of these developments
may be cause for concern. However, as pointed out in Part VII, the cumulative
effects of these privatization processes pose significant dangers to the
business community and society. Part VIII concludes the Article, pointing out
that this privatization movement is shortsighted and erroneous. It also
proposes that several course adjustments be made so that our courts and the
common law can become more important and attractive instruments in regulating
and evolving business and commerce.
II. THE ROLE OF THE COMMON LAW AND SYSTEM OF PRECEDENT IN THE
RESOLUTION OF
BUSINESS DISPUTES
A foundational principle of American society
is to provide citizens-- including businesses--with access to legal and
political processes that are open to public scrutiny. [FN8] Yet the widespread
privatization of *190 business disputes limits the development of such a
system. It also distorts the development of a contemporary body of commercial law.
Before we allow or encourage our courts to become even more removed from this
process, it is helpful to revisit the role of precedent in the development of
commercial law.
A.
Precedent Defined
Precedent is defined as "an adjudged case
or decision of a court of justice, considered as furnishing a rule or authority
for the determination of an identical or similar case afterwards arising, or a
similar question of law." [FN9] Stare decisis, the doctrine that courts should follow
precedent in deciding cases, has been in place for centuries [FN10] and remains "the everyday working rule of our
law." [FN11] In law school, through the use of the case method,
students are taught how to identify and use precedent. More specifically, future attorneys and judges are
taught to identify the holding of a case within the context of the particular
dispute, and then analyze and evaluate its precedential effect. This process is
more than merely academic and does not end upon graduation from law school.
Young trial attorneys soon learn that judges--at least the good ones--do *191
in fact "examine and compare" [FN12] precedent, and
that the modification and development of precedent depends upon a change in the
holdings of individual courts about specific disputes. [FN13] When this process is properly implemented and followed, in
the words of Judge Learned Hand, our body of commercial law grows like a
"monument slowly raised, like a coral reef." [FN14]
B. Why
Courts Use Precedent
Different theories exist as to why courts
use precedent. One holds that prior judicial decisions serve as the
"public record of the 'unwritten law,' customs and legal traditions,
acquiring both their meaning and authority from recognition as part of the
collective wisdom or reason." [FN15] Under this theory, "precedent helps establish a
smooth transition between the accumulated experience of the past, evidenced by
judicial decisions, and the present, to which the reasoning of the prior
decision is applied, unless the present court determines that the prior court's
reasoning was in error." [FN16]
Another theory provides that precedent is
powerful and used by courts not because it
represents society's collective wisdom or reasoning, but because of the
authority of the judiciary. [FN17] Under this view, the judiciary, as the sovereign, has the
authority and right to establish a legal framework by which rules can be known,
legal consequences can be predicted, and public expectations can thereby be
protected. [FN18] Jeremy Bentham advocated *192 this view centuries
ago, [FN19] and his concern with stability and predictability can also
be found in the writings of contemporary jurists. [FN20]
C. How
Courts Use Precedent in Business Cases
Courts use precedent in business cases in a
variety of ways. First, they look to precedent to help resolve the dispute at
hand. [FN21] Professor Melvin
Eisenberg notes the following with respect to how courts accomplish this task:
Complex societies characteristically need
an institution that can conclusively resolve disputes deriving from a claim of
right based on the application, meaning, and implications of the society's
existing standards. In our society that institution is the courts, and the
resolution of such disputes is accordingly a central function of our courts.
This centrality is manifested in a variety of ways. To begin with, courts in
our society are structured to be fundamentally passive. Unlike a legislature, a
court may not properly initiate action on its own motion but may act only when
set *193 in motion by a party with a
claim. Correspondingly, a court is limited to action that is responsive to the
claim made. The kinds of claims the court may properly act upon are also
limited. The claim normally must be contested--that is, the subject of a
dispute. The claimant normally must assert that the respondent has either
infringed (or threatens to infringe) upon his rights, or is otherwise at fault
in a manner that sufficiently involves the claimant's interests to render it
appropriate for him to make a claim whose disposition turns on that fault. The
claim must be based on a standard that relates to [business norms] rather than,
say, on an artistic standard. The standard on which the claim is based must
rise to a certain level of significance, in terms of either the seriousness of
the injury that typically results from its violation or the importance of the
norm or policy that it reflects. [FN22]
Second, courts use precedent to further
enrich the supply of legal rules that govern business disputes. [FN23] Eisenberg also
writes:
Our society has an enormous demand for
legal rules that actors can live, plan, and settle by. The legislature cannot
adequately satisfy this demand. The capacity of a legislature to generate legal
rules is limited, and much of that capacity must be allocated to the production
of rules concerning governmental matters, such as spending, taxes, and
administration; rules that are regarded as beyond the courts' competence, such
as the definition of crimes; and rules that
are best administered by a bureaucratic machinery, such as the principles for
setting the rates charged by regulated industries. Furthermore, our
legislatures are normally not staffed in a manner that would enable them to
perform comprehensively the function of establishing law to govern action in
the private sector. Finally, in many areas the flexible form of a judicial rule
is preferable to the canonical form of a legislative rule. Accordingly, it is
socially desirable that the courts should act to enrich that supply of legal
rules that govern ... [business] conduct--not by taking on lawmaking as a
free-standing function, but by attaching much greater emphasis to the
establishment of legal rules than would be necessary if the courts' sole
function was the resolution of disputes. [FN24]
*194 In light of the above, the
following question is presented: are today's courts being utilized to their
fullest potential in developing and refining our body of contemporary
commercial law? Parts IV, V and VI point out that, for a variety of reasons,
the answer is no. Part VII highlights the dangers of this development and why
this policy is shortsighted and erroneous. Before this question can be
addressed in detail, we must first consider how business cases have changed
over the years and how those changes have challenged the courts' ability to
efficiently resolve such disputes.
III. THE CHANGING NATURE OF BUSINESS TRANSACTIONS AND DISPUTES
Our society has changed over the years, as have the nature of our
business transactions and the resulting business disputes courts are being
asked to resolve.
A. Increased
Internationalization
In recent years we have witnessed the
emergence and development of a global economy. [FN25] We no longer
live in a world in which local manufac *195 turers use local materials and
labor to create a product for sale only in a local market. Instead, many
products are made for a national or international market. It is not uncommon
for manufacturers to "obtain raw materials or parts in one country,
perform subassembly in another country, [[[[[with] final assembly [occurring]
in yet another, then deliver [the] products "just in time' to customers in
several countries." [FN26] This phenomenon
has presented difficult and complex choice of forum, choice of law, discovery,
and judgment enforcement issues for courts, especially state courts unfamiliar
with such issues. [FN27]
B. The
Proliferation of Secondary Rights and Case Complexity
It is not only the increased
internationalization of the marketplace that has presented courts with new and
difficult business disputes to resolve; there has also been a proliferation of
"secondary rights" in many types of business cases. This has in turn significantly increased
the complexity of many business disputes. Some commentators label this
development the "law of contorts." [FN28] By way of example, twenty years ago a dispute *196 between
a law firm and its client over fees, to the extent that unpaid fees were even
pursued, normally consisted of the law firm filing a complaint for breach of
contract, with the client in turn filing an answer that alleged a few
straightforward affirmative defenses. Discovery in the case was clean and
simple, as were the legal issues. Today, that same dispute results in the
client not only filing an answer, but a counterclaim for professional
negligence (usually for leverage purposes), and the cost and complexity of the
case is thereby significantly increased. Similarly, in the past a licensor who
licensed a patent to a licensee and then discovered that the licensee was
misusing the patent was likely to allege that the right that had been violated
was the licensing agreement (i.e., it was breached). Today, that same case will
see a plethora of secondary rights--"contorts"--come into play based
on contract law, federal patent law, and unfair competition law. Specifically,
as in the past, the licensor's complaint will allege a cause of action for
breach of the licensing agreement. But it will also allege a cause of action
for patent infringement--in part to attempt to obtain the benefit of treble
damages [FN29] versus typical breach of contract damages. Also, the
licensee will bring its own counterclaim for unfair competition and antitrust violations. In a nutshell, these secondary
rights often transform what used to be a relatively straightforward business
case into the exact opposite. [FN30]
*197 C. Increased Speed
Many of today's business transactions and
markets, especially in an era of electronic commerce, move faster than ever
before. Take Internet entrepreneurs as an example. In the past such
entrepreneurs did not think in terms of the patentability of their business
ideas and inventions. [FN31] Yet the market is now forcing them to do so, and they are
discovering that it can take eighteen months just for a patent to be issued, [FN32] let alone litigate any related ownership dispute in the
courts. By the time such litigation is resolved, "the cyber-marketplace
will have changed several times over," [FN33] thereby often
making the end-result of the litigation irrelevant. In short, courts sometimes
find it difficult to keep pace with a marketplace that demands such quick
resolutions. [FN34] Another example is the venture capital arena. Today,
"most venture capitalists look for companies that can provide liquidity in
three to five years." [FN35] The venture
capital process now moves so quickly that it can be fatal for a start-up
company to be tied up in litigation to sort out its "legal messes,"
even for a short period of time.
D.
Disaffection with the New Law Merchant
Marc Galanter points out that in our society
certain "indigenous forums" exist that operate by "codes of
conduct" independent of the law. [FN36] Professor Robert Cooter adds that with respect to trade
and commerce, many business communities are self-regulating and promulgate
their own *198 norms, rules, and enforcement mechanisms. [FN37] As examples, he cites such professions as accounting and
law, and "formal networks like Visa [[[[[that] promulgate their own
rules." [FN38] Cooter creatively labels such norms and rules the
"new law merchant." [FN39] Yet when
businesspersons become disaffected with the "new law merchant" that governs
their particular industry, they often turn to the courts as a last resort for
help. [FN40] As an example, consider the entrepreneurs who become
entangled in domain name disputes and subscriber problems with Internet service
providers. One would think that the norms (or "new law merchant") of
that industry would make it ideal for the disputing parties to sit down and
resolve the matter short of a lawsuit. [FN41] Yet the opposite
is occurring. Many of these parties instead want their day in court--yet again
requiring the courts to address a new, different, and complex type of business
dispute. [FN42]
IV. BUSINESSES TURNING TO PRIVATE ALTERNATIVE DISPUTE RESOLUTION
We now return to the question earlier posed: are today's courts being
utilized to their fullest potential in developing and refining our body of *199
contemporary commercial law? Similarly, have courts done a good job of adapting
to the changes in the nature of business transactions and disputes earlier
discussed? If business behavior is used as the primary indicator in answering
this question, many would say that the answer is no, as over the past several
decades businesses have been increasingly turning to private ADR to resolve
their disputes. [FN43] In
this section, we discuss some of the *200 primary reasons for this
development, but even more importantly, why many of these reasons may be
grounded more on misconception than fact.
A.
Perceived Court Congestion and Delay
For those who advocate an increased role for
ADR in resolving business disputes, the point is often made that the courts are
congested, rife with delay, and inaccessible due to a "litigation
explosion." [FN44] One
commentator has noted that with the "excessive delays and exploding
caseloads of the civil courts, many disputants view traditional litigation as
unable to meet their conflict resolution needs. More and more parties are
turning away from the judicial system and are resorting to private dispute
resolution firms." [FN45] Certainly, many
business executives and their in-house counsel perceive that a litigation
explosion has occurred. [FN46]
*201
The cause of this so-called litigation explosion has been the subject of intense
debate. The list of proffered reasons includes the growing diversity and size
of the American population, a heightened level of litigiousness among
Americans, an increase in the number of judicially and statutorily created
rights and a broadening of the definition of the class of people entitled to
enforce those rights, expanded discovery, excessive lawmaking, and an increase
in crime and criminal prosecutions (especially drug-related offenses). [FN47] But what is
interesting to note is that to the extent such an explosion has occurred, no
study exists which suggests it has been disproportionately fueled by business
cases. Further, Marc Galanter, other scholars, and even some judges point out
that the claim of a "litigation explosion" is vastly exaggerated, if
not outright false. [FN48] Finally, many *202
business executives and their corporate counsel are finding that private ADR
does not always live up to its billing in this regard, and if anything, often
results in excessive delay. [FN49]
B. Expense
Private ADR is often touted as being cheaper
than traditional litigation. [FN50] Again, there is
evidence that suggests that business executives *203 and their in-house
counsel at least perceive that the traditional court system is too expensive. [FN51] However, due to a lack of empirical data, it is unclear whether ADR is, in fact, cheaper
than traditional litigation. [FN52] Some
commentators contend that it is not, [FN53] and as Marc
Galanter notes, critics of the cost aspect of litigation often ignore the
benefits:
*204 [S]ociety's accounts should
reflect not only the costs but the benefits of enforcing such transfers, which
afford vindication, induce investments in safety, and deter undesirable
behavior. For instance, the sums transferred by successful patent infringement
litigation not only are not lost, but maintain the credibility of the patent
system that in turn has powerful incentive effects. To put forward estimates of
gross costs--even ones that are not make-believe--as a sufficient guide to
policy displays indifference to the vital functions that the law performs. [FN54]
C.
Perceived Juror Ignorance and Bias Against Business
Another reason why businesses may be
increasingly turning to private ADR is because they perceive that juries do a
poor job determining liability and assessing damages in lawsuits against
businesses and judge businesses more harshly than individuals. [FN55] The following
statement from a business executive is typical:
Is it any surprise that many commercial
contracts these days have a clause where each party waives its right to a trial
by jury? Doesn't that tell you something?
That they are not willing to trust twelve peers off the street with the
complexity of their business transaction ... And that doesn't *205 mean
that people are stupid. It means that businesses have become very complex in
many respects. The nature of their product offerings, not necessarily how the
business is run, but the nature of the products. Open up the insides of a
laptop computer and try to have some jury decide whether or not there has been
a patent infringement on the design of a microchip. I certainly wouldn't be capable
of doing that. [FN56]
Yet, the
research of Valerie Hans, William Lofquist and others strongly suggests that if
anything, the contrary is true and that juries do know what they are doing and
do give businesses the benefit of the doubt. [FN57]
D.
Perceived Lack of Expertise in the Judges Presiding Over Business Disputes
In theory, another touted benefit of many
forms of private ADR is the ability to select a "dispute resolver"
with "expertise" in the business issue *206 at hand. [FN58] Judges in the
traditional court system, on the other hand, are sometimes perceived to lack
such expertise, [FN59] especially by
business executives. [FN60] To the extent
that a lack of such expertise exists, the *207 politicization of
judicial selections [FN61] and even their
salaries [FN62] may contribute to the problem. Yet the lack of expertise
is by no means unique to judges in the traditional court system. If anything, businesses are finding that it may be
even more acute with respect to many purported "ADR specialists." [FN63]
*208 E. Privacy and Confidentiality
With private ADR, the parties can obtain a
large measure of privacy and confidentiality. Often being a private proceeding,
ADR allows businesses to resolve their disputes without creating a public
record. [FN64] For a business
concerned about eroding public confidence in its products or services, any
proceeding that allows it to resolve its disputes outside the public eye is
attractive. [FN65] Similarly, ADR is often attractive to a business concerned
about being forced to reveal one or more of its trade secrets during
litigation. [FN66] Businesses may also seek to avoid creating a legal
precedent that may later prove to be disadvantageous to them or their industry,
and are thus drawn to ADR processes in which the likelihood of a successful
appeal is small. [FN67]
*209 However, many businesses are
discovering that the touted privacy and confidentiality of private ADR is by no
means a sure thing and can be problematic. For example, with respect to
mediation, judges who have ordered a case to mediation often request a status
report from the mediator in order to determine which party is bargaining in
good faith and which is footdragging. [FN68] In other cases, prosecutors may call the mediator or
arbitrator to testify. [FN69] There are also situations in which a company's decision to
seek refuge in the privacy of ADR backfires. Consider a large company who has
been sued by multiple customers. Assume that the company believes that all of
the cases are without merit, but agrees to mediation, and for economic,
publicity, and risk considerations agrees to pay ten cents on the dollar to
settle the first ten cases. As part of its strategy in mediating the eleventh
case, the company may wish to use this data to its advantage and as evidence of
what the case is "worth." However, depending upon the confidential
settlement terms that were reached and agreed to during the first ten mediations,
the company and its counsel may have failed to think things through and may
have inadvertently waived the ability to utilize such information in the
eleventh case. [FN70]
F. The
Advertised Ability of ADR to Provide "Win-Win" Business Solutions and
Preserve Business Relationships
Another touted advantage of private ADR is
its ability to offer "win-win" solutions that courts cannot provide
in a business dispute. [FN71] If, for *210 example, a plaintiff's primary goal is
to obtain an apology from a defendant as opposed to monetary compensation, ADR
is probably the way to go. [FN72] ADR is
frequently viewed as being less hostile than traditional litigation, [FN73] thereby allowing businesses to better preserve ongoing relationships. [FN74] Yet these claimed benefits are often overly simplistic,
presumptuous, and even misleading. There is also nothing that prevents an
attorney in traditional *211 litigation from exploring and implementing
"win-win" solutions. [FN75] In fact, a
well-trained attorney does so and skillfully uses the tools and leverage of the
court system to attain that goal as quickly as possible for his or her client. [FN76] Moreover, scholars such as Owen Fiss, Marc Galanter, and
Mia Cahill have argued that many disputes involve such important issues that
they should be litigated and that the "feel-good" results of ADR are
often inferior to those obtained in traditional litigation. [FN77]
V. CHANGES IN HOW COURTS SERVICE BUSINESS DISPUTES
While there is disagreement about whether a
"litigation explosion" has occurred, [FN78] there is little
doubt that many people, including many of our own courts and judges, perceive
that one has occurred. [FN79] Our judiciary
has attempted to cope with this perceived increase in its workload primarily
through the following tools: (1) managerial judging; (2) the process of
"self-bureaucratization"; (3) the forcing of business cases into some
form of ADR (often against the parties' will); and finally, (4) through the
increased use of vacatur, selective publication and the adoption of no-citation
rules, depublication, and filings under seal and confidential settlements. As shown below, for the businesses that do decide
to enter into *212 the traditional court system, these tools amount to
yet another level of privatization, thereby further distorting and thwarting
the growth of our common law.
A.
Managerial Judging
Professor Judith Resnik has written
extensively about what she calls
""managerial judging"--where judges become involved in
the pretrial management of the case to try and relieve perceived court congestion
(e.g., ruling on discovery disputes, deciding joinder issues, conducting
pretrial conferences, settlement conferences, and the like). [FN80] This type of
judging poses several dangers. First, a deeper involvement by judges in the
pretrial phase of the case may compromise their independence and prematurely
cause them to favor one side or position in the dispute, in turn impacting the
quality of their deliberations. [FN81] Second, and more
importantly for the purposes of this article, managerial judging undercuts the
obligation and requirement that judges act in public and formally record the
reasons behind what they do. [FN82]
The following is an example of the second
problem. In the past, a young attorney who wanted to learn how a particular
judge handled pretrial matters (e.g., discovery motions) could walk over to the
courthouse and spend the morning in the
gallery of the judge's courtroom observing the judge ruling on various law and
motion matters. But now this is becoming more and more difficult to accomplish.
Today, it is not uncommon for the case to be called and the parties' counsel to
be led into the judge's private chambers (or a conference room) to sit down and
discuss the case with the judge (or a discovery referee or judge pro tem). With
no court reporter present, the matter is argued and decided. This same routine
is then repeated for every case on the calendar. [FN83] Relatedly, and
perhaps even more disturbingly, today's courts and judges are often evaluated
not for the quality of their decisions (e.g., how often they are appealed and
reversed), but for their ability to move cases along and clear the docket. [FN84] While the *213 impact of this management philosophy
on the development of our contemporary body of commercial law is difficult to
measure, we submit that it is more deleterious than beneficial.
B. The
Bureaucratization of the Judiciary
We have also witnessed an increase in the
size of the judiciary and its support staff (e.g., magistrates, special
masters, judge pro tems, discovery referees, law clerks, staff attorneys, and
the like), as well as an increase in judges' reliance on that staff. [FN85] Owen Fiss,
Joseph Vining, and Judge Alvin Rubin refer to this development as the
"bureaucratization of the judiciary."
[FN86] When judges delegate responsibility for initially
assessing or deciding portions of a case to their support staff, they diminish
their own level of personal responsibility for their decisions, which in turn
leads to greater anonymity in judging. [FN87] This results in
the impression that these decisions have not been rendered or written by an
individual with an identity of their own, but are instead the product of an
impersonal institution. [FN88] The downside of
this impersonalization is that it gives businesses another reason to flee the
court system for private ADR, thereby further distorting the growth of our
commercial precedent. [FN89]
C. Courts
Forcing Business Cases into ADR
The problem is not just a case of businesses
wanting to avoid the traditional court system. Our courts have made the
conscious policy decision to divert business cases into ADR in order to conserve
judicial *214 resources. [FN90] Thus, for the company that does opt into the court system
to have its "day in court," it is likely to find itself entangled in
the very form of dispute resolution--ADR--that it sought to avoid from the
beginning. In California, it has reached the point where, if the court learns
that the two disputing businesses in a lawsuit have money and resources, they
are ordered into some form of ADR (usually mediation) and are thereby stalled
on the way to trial. [FN91] Thus, even
though business tax dollars help pay for *215
the court system, courts have sent a clear message that such judicial welfare
is reserved for other types of cases; namely, criminal cases, family law cases,
civil rights cases, and the like. Again, while the impact of this diversion
process on our contemporary body of commercial law is difficult to measure, we
submit that it is more harmful than beneficial.
D.
Vacatur, Selective Publication and No-Citation Rules, Depublication, and
Filings Under Seal and Confidential Settlements
Another means that the courts have seized
upon to address the perceived workload problem has been to increase the use of vacatur,
selective publication, the adoption of no-citation rules, depublication,
filings under seal, and confidential settlements. As shown below, each of these
procedures is a form of "privatization" [FN92] that further
"subtracts" [FN93] from our body of
commercial law.
1. Vacatur
One development that has recently become the
subject of robust debate is the increasing use of vacatur, where, after a trial
court reaches a decision and issues a judgment, the parties reach a private
settlement rather than pursue further appeals. As a condition of their
settlement, the parties request that the appellate court vacate the lower
court's prior judgment. [FN94] *216 Vacatur not
only erodes the public's confidence in the courts, [FN95] but it also prevents the use of judgments for collateral
estoppel purposes, diminishes the stare decisis value of judgments, and most
importantly, alters the shape and development of our business and commercial
precedent. [FN96]
2. Selective Publication and the No-Citation Rule
The decision by many court systems to
selectively publish certain decisions is another form of privatization, [FN97] largely
motivated by workload and shelf space concerns regarding the burgeoning
quantity of case decisions. [FN98] But, as with
vacatur, selective publication has resulted in a *217 significant loss
of available contemporary cases to use as a guide in resolving similar
disputes. [FN99] An additional concern raised by selective publication is
that a court, knowing that it is not going to certify a case to be published,
may not devote the same amount of energy to its decision. [FN100] *218 The selective publication problem is further
aggravated by its sometime companion, the no-citation rule. [FN101] However, if unpublished opinions are *219 to be
treated in a manner consistent with the common law model, then they should be
citable as binding authority. [FN102]
3. Depublication
Many higher appellate courts are now depublishing certain decisions
because they disagree with a lower court of appeal over a portion of its
reasoning. [FN103] As with
vacatur and selective publication, depublication is form of privatization that
has resulted in a loss of available contemporary cases to use as a guide in
resolving similar disputes. For example, as earlier noted, the California
Supreme Court depublishes more appellate opinions each year than it publishes
opinions of its own; [FN104] further, less
than fifteen percent of appellate decisions in California are certified for
publication, and, of that fifteen percent, the California Supreme Court orders
an additional ten percent depublished. [FN105]
*220 4.
Filings Under Seal and Confidential Settlements
Typically, pretrial activity is not
accessible to the public. [FN106] This is certainly true with respect to most pretrial
discovery. [FN107] Yet, in spite of this fact, there is a "growing tendency"
throughout the courts, "especially in commercial cases, for litigants to
agree to seal documents produced during the discovery process as well as
pleadings and exhibits filed with the court" [FN108] and to keep settlements confidential. [FN109] This tactic, however, not only eliminates precedent, but
also precludes third parties from obtaining such information [FN110] and imposes substantial costs on future litigants who may
not know of the underlying wrong. [FN111] Or, even if these other litigants are aware of
the wrong, they must proceed to conduct expensive discovery to prove once again
that a wrong occurred. [FN112]
*221 VI. THE
INSTITUTIONAL PRACTICE OF LAW FURTHERING THE PRIVATIZATION OF
BUSINESS DISPUTE RESOLUTION
We have highlighted the fact that, in order for
commercial precedent to develop and grow, business cases must enter (and remain
in) the court system, they must be tried and their records kept public,
verdicts must be rendered, appeals pursued, and appellate opinions published.
Popular perception would have us believe that today's lawyers are trying cases
and putting that process in motion. [FN113] However, this perception is not the reality for the vast
majority of today's litigators. [FN114] Most cases are
resolved by negotiated settlements. [FN115] Traditional
litigation in the form of a trial and appeal is the exception. [FN116] Professor Kevin McMunigal states this perfectly:
The last two decades have seen a
population explosion in the legal profession, and much of the new manpower is
employed exclusively in work related to lawsuits. These lawyers are usually not
trial lawyers. They are called "litigators." Few of them have had
jury experience, and if they participate in a bench trial it would be as
"second chair" to a trial lawyer. It
is important to understand that the litigator is not simply a young lawyer *222
acquiring experience that will equip him to start trying cases. Litigators are
now a separate specialty. There are many 50-year old litigators whose trial
experience has been negligible. They are highly regarded in their specialty and
conduct seminars attended by those who wish to improve their own skills as
litigators. And they are in charge of training the new generation of
litigators. [FN117]
McMunigal
continues:
[Unlike the discovery lawyer] [t]he experienced
trial lawyer understands the ultimate end of the discovery process. He knows
that everything he does is directed to the single goal of convincing the judge
or jury. When the experienced trial lawyer prepares a case, he never loses
sight of the fact that he is structuring the case for trial. In a sense, he is
constantly asking what do I need for the trial? how can I get it quickly? and
how can I get the information without helping or instructing my adversary? ....
All too often the discovery lawyer with
little trial experience is uncertain and lacks direction. This is particularly
so in large cases where the lawyer who prepares the case not only will not try
it but may only be familiar with one small aspect of the case. In such a case
the discovery tends to lack direction because the lawyer does not know where he
is going or why he's doing certain things. More depositions are taken than
needed. Witnesses are deposed who are not
needed and who should not have been deposed at all. Objections and evasions are
frequent because the discovery lawyer just isn't sure how the senior man will
try the case and doesn't want to be criticized for not protecting the client.
The lawyer's lack of trial experience
causes him anxiety and uncertainty. Because he is not confident all too often
the tendency is to try to insure that absolutely nothing is left uncovered. The
discovery goes on interminably as every conceivable stone is turned. The
unfortunate result is misused discovery, overdiscovery, expensive discovery,
and at times, harmful discovery. [FN118]
What is the reason for the advent of the
"discovery lawyer?" Some suggest that it is the result of the
"procedural opportunities created by the Federal Rules of Civil
Procedure." [FN119] It may also be due to the staffing *223 needs of
large-scale litigation. [FN120] Others suggest
that the simultaneous decline in trial rates and increase in the number of
lawyers has led to this new "specialty." [FN121] However, we suggest an alternative reason: large corporate
law firms, their current structure and organization, and their corresponding
failure to properly train and mentor their junior attorneys for trial work. [FN122]
By way of background, in 1991, forty-seven
percent of all lawyers in private practice were in firms of twenty-one or more
lawyers, including thirty-three percent in
firms of fifty-one or more lawyers. [FN123] Today this figure is undoubtedly higher. [FN124] This is not to say that the influence of *224 smaller
law firms and solo practitioners on our body of commercial law is
insignificant. Nonetheless, the reality is large corporate law firms handle the
majority of legal work for most (if not all) major U.S. companies, and they
exercise power and influence well beyond their numerical strength. Anthony
Kronman points out:
[T]hese firms are elite institutions. They
attract the best law school graduates, have the most powerful clients, and
possess the greatest clout within the profession. They also make the most
money. As a result, they exert a disproportionate influence on the practicing
bar as a whole. Any basic change in the culture of the corporate firm, such as
has occurred in the last twenty years, is therefore certain to have
repercussions far beyond these firms themselves and to be felt in some measure
by all those that stand below them in the hierarchy of power and prestige.
.... [T]he large corporate firm continues
to exercise an influence, both within the profession and outside it, that far
exceeds its numerical strength. [FN125]
In the
past, the mentoring and training of junior lawyers to become skilled trial
attorneys was an important part of the institutional structure of these firms. [FN126] Today that is
no longer the case. Despite their claims to the contrary,
[FN127] they have become driven by the "bottom *225
line." [FN128] The effective
mentoring and training of their junior attorneys is no longer a priority. [FN129]
This development has manifested itself in a
variety of ways, each of which has contributed to (and continues to contribute
to) the advent of a generation of discovery lawyers who do not know how to try
a business case. For example, the compensation of partners in these firms (and
decisions about who makes partner) focuses almost exclusively on the business
and revenue that the partner generates. [FN130] The partner who brings in business and is able to keep as
many associates as possible busy in his or her practice group can expect to be
handsomely rewarded by the firm. The partner who takes a daily hands-on
approach to the legal work of a business client and uses that process to train
and mentor the firm's junior lawyers is unlikely to fare as well. [FN131] The impact of this management *226 philosophy and
institutional structure on mentoring and training is obvious. Second, the
associates in these firms are under tremendous pressure to bill hours [FN132] and at the same time bring in new business. [FN133] They are also expected to hit the ground running to
justify their high starting salaries. [FN134] There is,
quite simply, no time for junior attorneys to be mentored and trained in a
personal, deliberative, and thoughtful way. Third, the increased lateral
movement of attorneys has caused many corporate law firms to view junior
attorneys as "dispensable worker
bees" rather than someone they should invest in and train to become
quality trial lawyers. [FN135] Finally, in an
intensely competitive legal environment, many corporate law firms will not
hesitate to try and lure clients away from competing firms; [FN136] and time that *227 a lawyer spends courting a
competitor's client decreases the number of hours in a day available for
providing or receiving mentoring and training.
Unfortunately, this focus and institutional structure
distorts our system of commercial precedent. Among other things, the discovery
lawyers that these firms grow and produce undoubtedly increase litigation
expense, [FN137] which in turn
probably causes some businesses to flee the public court system and turn to
private ADR to resolve their disputes. Further, because many discovery lawyers
lack confidence in their trial skills, they may consciously (or subconsciously)
seek out private ADR in order to minimize their own stress or embarrassment. [FN138] For the few discovery lawyers that do actually end up
trying a business case, it is not uncommon to see a polluted trial court record
subsequently presented to the court of appeal, [FN139] thereby *228 perhaps leaving an appellate court
with no choice but to use the privatization tools of selective publication and
depublication.
VII. ADDITIONAL DANGERS POSED BY THE PRIVATIZATION PROCESS
Any mechanism that privatizes the resolution
of business disputes thwarts our system of
precedent and will have a significant impact on the business community and our
society. But has the business community, those governing and advising them, or
the judiciary, honestly, intelligently, and fairly evaluated and weighed the
benefits of this privatization process against the harms? We submit that the
answer is no. In addition to stunting the growth of our commercial precedent,
the following are additional dangers presented by these privatization
processes.
A. The
Loss of Information and Reduction of the Public Welfare
As previously noted, one of the attractive
features of private ADR is that certain things can remain private and
confidential. [FN140]
However, this results in a significant amount of information that is difficult
to track and lost to the public. [FN141] Further, to
the extent that public disclosures are made during the privatized process, they
are often not tracked, memorialized and stored. [FN142] There is already a scarcity of data and information
available to scholars who study private ADR and the court system. [FN143] The privatization of business disputes only adds an
additional layer of fog that makes the meaningful study and analysis of such
issues all the more difficult.
Moreover, if we are serious and sincere
about protecting the public welfare, much of the information that is normally
hidden by private ADR should be made available
to the public. Take, for example, Whirlpool Corporation who, several years ago,
entered into an agreement with State Farm Fire and Casualty Company that
"established the process for resolving State Farm's subrogation claims
against Whirlpool arising out of products sold by Whirlpool which allegedly
caused property damage to *229 State Farm's insureds." [FN144] Whirlpool and
State Farm agreed to remove all disputes from the public court system and
resolve their disputes pursuant to mediation and arbitration. [FN145] The companies streamlined discovery rules and eliminated
outside lawyers from the process. [FN146] The
proceedings and all decisions were kept confidential, and thereby inaccessible
to the plaintiff's bar. [FN147]
This arrangement is undoubtedly of great
value and benefit to Whirlpool and State Farm. Nevertheless, there are
compelling reasons why such agreements violate public policy and such information
should be revealed. In a typical products liability lawsuit, for example, the
negative effects of a product may not yet be known to the general public. [FN148] At least in
the court system, certain procedures must be followed before documents
containing such vital information can be sealed. [FN149] Also, if the need later arises and an adequate showing is
made, such documents can be later unsealed for the public's perusal. [FN150] Such institutional protections are completely lacking in
the world of private ADR. Arthur Bryant of Trial Lawyers for Public Justice
hits the mark on this important point:
[S]ecrecy subverts democracy itself.
....
Every day the papers are filled with
disputes over whether our civil rights, securities, antitrust, product
liability, environmental and other laws need to be changed. Wouldn't it be
great if, in order to decide these and similar questions, the public, Congress
and the president could actually know the facts? [FN151]
*230 B. Widening the Gap Between the
"Haves" and "Have-Nots"
The publicly-supported judicial system has,
at least as one of its announced goals, the desire to bridge gaps in resources
between the parties and ensure that the proceeding is conducted on a level
playing field. [FN152] A
good judge will often look out for the party who may be outmatched by a better
funded or more talented opponent. If, for example, a young attorney is having
difficulty properly framing an important question to a witness during a trial,
it is not uncommon for the judge to suggest a more appropriate question to ask.
[FN153] But with private ADR, the participants receive something
very different. Third party neutrals do not normally assume such a protective
role, especially if they were selected from an industry panel. [FN154] Many sophisticated businesses and their corporate counsel
know this fact and seek to use it to their advantage, primarily through
mandatory *231 arbitration clauses. [FN155] In short, while private ADR is no doubt appropriate for
certain disputes, we should not allow it to become a corporate tool for further
widening the gap between the "haves" and "have-nots" in
business. [FN156]
C. A
Reduction in the Power of the Courts
Courts, like any institution, can only
function properly if they have the respect and support of the people. However,
as businesses make increasing use of private ADR, only certain types of cases
may be left in the court system-- namely, criminal, family law, civil rights,
in pro per cases, and the like-- thereby reducing the overall power of the
courts in our society. [FN157] Are *232 we moving toward a society in which
businesses with money make use of private ADR [FN158] while others are "consigned to public courts which
government will have little incentive to adequately fund because their constituents
lack political clout"? [FN159] Will the
courts suffer the same fate as the public school system? [FN160] Perhaps. Thus, the following admonition by Justice Moses
Harrison of the Illinois Supreme Court should be kept in mind:
Generally speaking, I'm opposed to dispute
resolution and mediation. I know that we need some means to dispose of cases,
but I don't believe that sitting around trying to talk things over is an
adequate substitute for formal proceedings governed by rules of evidence and
presided over by an experienced judge. Our
current system is the culmination of centuries of experience, experience which
has shown that without rules of evidence, real justice is difficult to achieve.
[ADR] may make ... statistics look good, but good statistics don't necessarily
reflect an improvement. After all, Mussolini made the trains run on time in
Italy, but so what? He had to turn his country into a fascist state to do it.
Mediation and alternative dispute resolution proposals are seductive because
they promise to reduce costs, but they are dangerous because they are also a
means for reducing the power of the courts. These proposals are in direct
competition with *233 our court system. Indeed, they threaten to destroy
the very system that is the very basis of our profession. They undermine the
judiciary by diverting scarce resources away from the courts and by placing the
process under the control of people who do not know and have no reason to know
any law or rules of evidence. The result, I believe, will be a cut-rate brand
of rough justice that is neither fair nor consistent, but merely cheap. [FN161]
VIII. PROPOSALS FOR REFORM
The continued vitality and utility of a
contemporary body of commercial common law which is based upon courts'
experiences with similar business cases, and the continuing evolution of rules
to govern business conduct, requires two things: (1) that there be a
substantial pool of business cases processed and decided by our public court system; and (2)
that the decisions in those cases be available as precedent and become part of
the evolving framework for governing and deciding business and commercial disputes.
To ensure that these two things can occur, we propose that the following course
corrections be made.
A. Course
Corrections to Help Maintain a Sufficient Quantity and Variety of Business
Cases at the Trial Court Level
If the common law is to continue to provide
contemporary standards for allocating risk and deciding business and commercial
disputes, the court system must be able to attract and process a large number
and variety of business cases. Only with a sufficient number and variety of cases
can the system operate to fine-tune itself by recognizing patterns of
commercial practice and developing common law responses to recurring problems. [FN162]
*234 The past two decades have seen a
number of initiatives, at both the federal and state levels, to improve and
reform the court system's processing of cases. Conscious of the fact that
"[j]ustice delayed is justice denied," [FN163] many of these
reform initiatives, and the majority of those actually implemented, single out
and attempt to address the issue of delay. These initiatives have included the
so-called "rocket docket" and "fast track" programs, [FN164] judicial management of cases, [FN165] structural consolidation initiatives, [FN166] closer monitoring and evaluation of the time it takes courts and judges to dispose of
cases on their docket, [FN167] court-annexed
arbitration, [FN168] summary jury
trials, [FN169] and the restriction of diversity *235 jurisdiction.
[FN170] A number of other reforms have appeared, ranging from
specialized business courts, [FN171] greater
uniformity of laws governing choice of law and choice of forum to increase
standardization and comity, [FN172] reduced
discovery, [FN173] and limitations on trial by jury. [FN174] However, the extent to which such reforms address and
improve the viability and attractiveness of the court system as a forum of
choice for business cases remains unclear.
It is widely perceived that many judges lack
the background, familiarity, and training in business and commercial practice. [FN175] This in part
is due to the increased specialization of the law itself, [FN176] the politicization of judicial selection, [FN177] and even to judicial salaries. [FN178] Today, many trial court judges, at both the state and
federal levels, are promoted from positions in *236 prosecutorial
offices of district attorneys and U.S. attorneys. [FN179] Many of these judges come to the bench without any
significant experience in business or commercial practice, other than a first
year contracts course, and perhaps a commercial or secured transactions course.
This lack of familiarity with ordinary and standard commercial and business
practices is communicated to the business parties in the courtroom,
contributing to a loss of confidence in the court's ability to understand the commercial subject
matter itself. [FN180]
Even when judges are not selected from a
criminal prosecution or defense background, they have often had little, if any,
actual trial experience. As discussed previously with respect to the so-called
"discovery lawyer" problem, [FN181] attorneys (and judges) who have not actually tried cases
and introduced evidence tend to be "discovery lawyers," and they remain
less than comfortable with the actual conduct of trials and the resolution of
evidentiary issues. Further, existing continuing education programs for judges
have not, for the most part, focused on increasing familiarity with commercial
and business practices, although some of the educational programs are aimed at
improving trial and evidence skills. [FN182] *237 A
closely related issue is that many trial judges, particularly at the state
court level, simply are not provided adequate time and staff to address and
research issues of law that arise in business and commercial cases. [FN183] Finally, there is a perception among many of those
representing businesses before state and federal courts that many of the best
"business" judges leave the judiciary to either return to private
practice, or to enter into the private judging market. [FN184] This "robe drain" results in a further loss of
familiarity and expertise in business subjects on our benches.
1. Recommendation One--Expand the Pool of Judicial Candidates
Bar associations, especially business law sections, and business groups
should encourage appointing authorities, or where judges are elected, voters,
to expand the candidate pool and appoint or elect judges who have actually
practiced in the business transaction or litigation fields prior to assuming
the bench. Former prosecutors do not necessarily make good business and commercial
dispute resolution judges.
2. Recommendation Two--Improve Judicial Continuing Education in
Business and
Commercial Practices
Judges should be better exposed, through a
regular curriculum of continuing education courses, to evolving business and
commercial practices. For those judges who have not had extensive trial
experience, this curriculum should also include training in trial practice and
evidence.
3. Recommendation Three--Increase the Use of Law Clerks and
Research Attorneys
to Support Judges
State trial courts in particular should
increase their use of law clerks and research attorneys to provide support to
the judges (but not to assume their decision making responsibilities). [FN185] This not only
better prepares a *238 judge to hear business cases, but is also likely
to result in improved framing and deciding of issues. This, in turn, should
better delineate issues on appeal.
4. Recommendation Four--Increase Scrutiny of Fee Applications
Many business disputes involve a written
contract. Such contracts between the parties usually provides that in the event
of a dispute between them, the prevailing party is entitled to recover its
"reasonable attorneys' fees" against the losing party. [FN186] At least one
commentator argues that such fee shifting has a lottery effect and is akin to
an award of punitive damages against the losing party. [FN187] Regardless of the merits of that debate, the *239
important point for purposes of this Article is that many business clients are
concerned about this issue; it is one reason why they perceive the public court
system to be too expensive and unpredictable, and is yet another reason why
some of them are turning to private ADR to revolve their disputes. Thus, in
order to maintain the integrity of the public court system and make it a more
attractive forum for businesses seeking to resolve their disputes, judges at all
levels need to be more diligent about scrutinizing fee applications and ensure
that every attorneys' fee award bears a reasonable relation to the hours,
rates, and results of the litigation. [FN188] If the fees sought
are in any way unreasonable, they should be disallowed. [FN189]
*240 5.
Recommendation Five--Businesses Must Become Informed Consumers of
Businesses must become more informed and more
sophisticated consumers of legal services. The issue of the corporate law firm
and its "discovery lawyers," [FN190] coupled with litigation expense that is out of proportion
to amounts in controversy, require businesses to take more responsibility. [FN191] Stated differently, the decision to use a corporate
megafirm to handle a company's legal work is not always the best decision. [FN192]
*241 B. Course Corrections to Help Increase
the Availability and Use of Decisions
The second thrust of reforms is to ensure
that businesses and the public have the benefit of knowing and being able to
use the accumulated experience and wisdom of courts in prior cases. This aspect
gains importance as the pool of business cases is being reduced or depleted due
to private judging or disposition of business cases. The current and growing
practices of vacatur, selective publication, no-citation rules, and
depublication undermine the availability of this accumulated experience. [FN193] Further, the
very nature of the self-selection process of a court deciding whether a
particular decision or opinion may or should be used for guidance or precedent
in other cases is inherently flawed, [FN194] and arguably
undermines "the flexibility and power of self-development of the Common
Law." [FN195]
1. Recommendation Six--Provide More Appellate Judges
As earlier noted, workload concerns drive
the use of selective publication. [FN196] Thus, in spite of the political challenges it presents, if
judges need more time to engage in traditional judging activities (versus
managerial judging), then additional appellate judges (not parajudicial staff)
should *242 be hired to handle the critical work that judges perform--
deliberating about, deciding, and writing thoughtful appellate decisions. [FN197]
2. Recommendation Seven--Permit Citation of Any Decision by an
Appellate Court
of Record
There must be a change in applicable rules
to permit the citation of any decision by an appellate court of record. This
would effectively cause the publication, official or otherwise, of all
decisions of a court and avoid the court's self-selection of those cases to be
published. It would also be consistent with the traditional common law model. [FN198] Indeed, in
this age of computers and the Internet, there can be no reasonable objection to
the burden or expense of making available all decisions of our appellate
courts. If anything, the ability to search cases by computer may promote access
to and use of precedent. [FN199] A related
question is the "grandfather clause issue"-- i.e., the extent to which past unpublished decisions
should be a part of this recommendation. The answer will require careful
scrutiny and is left for a later day and subsequent article. At the very least,
however, we recommend that the rule be prospective (i.e., that it apply to all
appellate decisions starting from the date on which this recommendation takes
effect forward).
3. Recommendation Eight--Bar the Practice of Depublication
The practice of depublication should be
barred in its entirety. If a judgment is good enough to stand, so should the
lower appellate court's *243 opinion. If the higher appellate court does
not like the lower appellate court's decision, it has the option of overruling
the decision.
IX. CONCLUSION
We end this Article where we began--with a
ballad from Karl Llewellyn. Professor Mary Ann Glendon writes that in the
spring of 1961, Professor Llewellyn sang the following ballad for the last time
to his law students at the University of Chicago:
Some say our Law's in a sorry plight, and
folly its fruition. The answer to that is to set it right, in the Common Law
Tradition Rowdy dowdy doodle-ee- o. [FN200]
The
purpose of this Article has not been to point out that the courts and our system for developing commercial precedent are
perfect. We know that they are not. Instead, it has sought to illustrate that
in many ways, courts and the common law have served business well. As we look
to the future of business dispute resolution in the twenty-first century, we
would do well to follow Professor Llewellyn's advice. We submit that in
removing the evolution of a common body of public decisional authority from the
courts, we are depriving businesses--and those governing and advising them--of
the very body of information that might help prevent business disputes in the
first place. This policy is both shortsighted and erroneous. Through the course
corrections proposed in this Article, our courts and the common law can become
more important, attractive, and efficient instruments in regulating and
evolving our business and commercial lives.
[FNa1]. Copyright © 2000, Chris A. Carr and Michael R. Jencks.
[FNaa1]. Assistant Professor of Business Law and Public Policy,
California Polytechnic State University, San Luis Obispo, California. B.S.
1987, University of Nebraska, Lincoln; J.D. 1990, Santa Clara University School
of Law; M.A. 1998, University of California, Los Angeles. Of Counsel, Jencks
Law Group, Arroyo Grande, California.
[FNaaa1]. Principal,
Jencks Law Group, Arroyo Grande, California. B.A. 1969, Williams College; J.D.
1972, Boalt Hall School of Law, University of California, Berkeley; 1972-1974, Law
Clerk to the Honorable William T. Sweigert, Senior U.S. District Judge for the
Northern District of California.
[FN1]. MARY ANN GLENDON, A NATION UNDER LAWYERS: HOW THE CRISIS
IN THE LEGAL PROFESSION IS TRANSFORMING AMERICAN SOCIETY 177-78 (1994).
Professor Glendon writes that when she was a law student at the University of
Chicago in 1959, Professor Karl Llewellyn entered the classroom on the last day
of her Elements of the Law course and invited the students to join him in
singing this ballad he composed. See id.
[FN2]. See RAY AUGUST, INTERNATIONAL BUSINESS LAW 42 (2d ed.
1997) (reproducing a map depicting the
distribution of the world's legal systems).
[FN3]. Rafael La Porta, Florencio Lopez-de-Silanes, and Andrei
Shleifer of Harvard University, and Robert Vishny of the University of Chicago,
divided the legal systems of the world into four categories based on histories:
• English common law relying on case
precedents: Countries in this group include Britain and its former colonies
ranging from the United States, Canada, Hong Kong, Singapore and Australia.
• Civil law relying on the classification
of rules by legal scholars: This category is broken down into three
subcategories:
• French civil law nations:
Countries in this group include France, Indonesia, Spain and Mexico.
• German civil law nations:
Countries in this group include Japan, South Korea and Taiwan.
• Scandinavian law nations: This
group is limited to the Scandinavian nations.
These
scholars reached a number of conclusions:
• Common law nations are the most:
1. Protective of shareholder
rights.
2. Protective of creditor
rights.
3. Enforcers of laws.
• French civil law nations are the least:
4. Protective of shareholder
rights.
5. Protective of creditor
rights.
6. Enforcers of laws.
• German civil law nations fall in
between, but are very close to common law nations in protecting creditor
rights.
The Law of
the Market, ECONOMIST, Apr. 19, 1997, at 78. See also RAFAEL LA PORTA ET AL.,
LAW AND FINANCE (National Bureau of Econ. Research, Working Paper No. 5661, 1996); RAFAEL LA PORTA ET AL., LEGAL DETERMINANTS
OF EXTERNAL FINANCE (National Bureau of Econ. Research, Working Paper No. 5879,
1997). These scholars also found that stock markets in these countries reflect
these differences. Where protections are the greatest, markets are the
strongest. In particular, they state: "In the typical common-law country,
the value of the stockmarket is equal to around 60% of GNP. In civil-law
countries, the authors find, markets tend to be far smaller. French-[civil] law
countries, for example, have an average market capitalisation ratio of only 21%
of GNP." The Law of the Market, supra.
[FN4]. See ROBERT STEWART, BERMUDA: AN ECONOMY WHICH WORKS
(1997) (pointing out that one of the major reasons why international companies are
attracted to Bermuda is its English common law system and the objective, public
decisions rendered by Judicial British Committee of the Privy Council--often
described as the Commonwealth's Supreme Court). Donald Conlon and Daniel
Sullivan note that a key reason why many companies incorporate in Delaware is
because of its:
[Two hundred] plus years of case law. In
its breadth and depth, this body of law goes further than similar bodies of law
in other states toward meeting corporate needs for certainty and
predictability.... Organization theorists have long recognized the importance
of reducing uncertainty by controlling or managing elements of the external
environment, such as the legal environment (citations
omitted).
Donald E.
Conlon & Daniel P. Sullivan, Examining the Actions of Organizations in
Conflict: Evidence from the Delaware Court of Chancery, ACAD. OF MGMT. J., June
1999, at 320.
[FN5]. Bruce P. Keller, Condemned
to Repeat the Past: The Reemergence of Misappropriation and Other Common Law
Theories of Protection for Intellectual Property Rights, 11 HARV. J. L. &
TECH. 401, 403 (1998). Keller also notes:
Litigants in the online world have [also]
resorted to a variety of common law claims to address problems such as junk
e-mail and hacking. Future advances, even in such commonplace technologies as
television, are equally likely to result in the assertion of ... common law
theories.
This pattern at first seems odd,
particularly considering that the technological advancements that spawn new
communicative endeavors also create a strong desire to organize such endeavors
within a comprehensive legislative framework. On reflection, however, the
immediate resort to common law theories is understandable. Although it is true
that the myriad scenarios resulting from developing technologies spur proposed
legislative solutions, that process, in itself, poses two problems. First, it
takes time to get legislation enacted. Second, even the most forward looking
statute cannot anticipate all technological controversies. As a result, statues
have way of lagging behind real life. This
lag sometimes leaves litigants in a bind, particularly owners of intellectual
property rights who may believe their rights have been violated in a manner not
explicitly addressed by statutory schemes. Common law, on the other hand, is
more adaptable. A court presented with a novel set of facts can review prior
case law, analyze new factual situations, and, reasoning from past precedent,
apply existing legal principles to fashion a new rule governing the heretofore
unanticipated set of facts facing the court. This was demonstrated repeatedly
throughout the twentieth century when new technologies, or new uses of existing
technologies, generated novel intellectual property disputes. When entities
that had invested heavily to create commercially valuable assets felt
threatened by those who tried to piggyback on the public's fascination with a
product or service not fully protected by intellectual property law, they
relied on common law theories ... to protect their interests.
Id. at
403-05. See also M. Stuart Madden, The
Vital Common Law: Its Role in a Statutory Age, 18 U. ARK. LITTLE ROCK L.J. 555
(1996) (describing the vitality and adaptability
of the common law).
[FN6]. See, e.g., Derek Bok, A Flawed System, HARV. MAG.,
May-June, 1983, at 38 (cited in Owen M. Fiss, Against
Settlement, 93 YALE L.J. 1073, 1073 n. 2 (1984))
(decrying "the familiar tilt in the law curriculum toward preparing students for legal combat," and exhorting
law schools to train their students "for the gentler arts of
reconciliation and accommodation"); Warren E. Burger, Isn't There a Better
Way?, 68 A.B.A. J. 274 (1982); Warren E. Burger, Agenda for 2000 A.D.--A Need
for Systematic Anticipation, 70 F.R.D. 83, 93- 96 (1976); Carolyn Kleiner, The
Action Out of Court, U.S. NEWS & WORLD REP., Mar. 29, 1999, at 91 (noting
the rise of law school ADR programs).
[FN7]. Professor John Fleming reminds us that the very nature of
a vibrant and healthy common law legal system involves conflict. He writes:
"A great deal of human activity ... involves conflict with opposing
interests of others.... [[[[[O]ur capitalist system, countenances if not
actively encourages friction in which one enterpriser advances himself at the
cost of another for the assumed good of society generally." JOHN G.
FLEMING, AN INTRODUCTION TO THE LAW OF TORTS 215 (1985) (emphasis added).
[FN8]. See, e.g., LAW AND PUBLIC POLICY COMM. OF THE SOCIETY OF PROFESSIONALS
IN DISPUTE RESOLUTION, PUBLIC ENCOURAGEMENT OF PRIVATE DISPUTE RESOLUTION:
IMPLICATIONS, ISSUES AND RECOMMENDATIONS (1993), reprinted in CENTER FOR PUBLIC
RESOURCES, JUDGE'S DESKBOOK ON COURT ADR 87 (Elizabeth Plapinger et al. eds.,
1993) (noting that a "hallmark of our system of democratic government has
been that private individuals, including the disadvantaged
or less powerful segments of our society, have access to the political and
legal processes, and that governmental decisionmaking is open to public
scrutiny").
[FN9]. BLACK'S LAW DICTIONARY 1195 (7th ed. 1999).
[FN10]. See I SIR WILLIAM BLACKSTONE, COMMENTARIES 68-74 (1775):
For it is an established rule to abide by
former precedents, where the same points come again in litigation: as well as
to keep the scale of justice even and steady, and not liable to waiver with
every new judge's opinion; and also because the law in that case being solemnly
declared and determined, what before was uncertain, and perhaps indifferent, is
now become a permanent rule which is not in the breast of any subsequent judge
to alter or vary from according to his private sentiments: he being not delegated
to pronounce a new law, but to maintain and expound the old one.
Id.
[FN11]. BENJAMIN N. CARDOZO, THE NATURE OF THE JUDICIAL PROCESS
(1921), reprinted in SELECTED WRITINGS OF BENJAMIN NATHAN CARDOZO, at 112 (Margaret
E. Hall ed., 1947).
[FN12]. Id.
[FN13]. See id. at 114.
[FN14]. Learned Hand, Judge Cardozo's The Nature of the Judicial Process,
35 HARV. L. REV. 479, 479 (1922) (book review). Judge Hand wrote: "[Common
law] stands as a monument slowly raised, like a coral reef, from the minute
accretions of past individuals, of whom each built upon the relics which his
predecessors left, and in his turn left a foundation upon which his successors
might work." Id.
[FN15]. Mark D. Hinderks & Steve A. Leben, Restoring the
Common in the Law: A Proposal for the Elimination of Rules Prohibiting the
Citation of Unpublished Decisions in Kansas and the Tenth Circuit, 31 WASHBURN
L. J. 155, 170 (1992).
[FN16]. Id.
[FN17]. See id.
[FN18]. See id.
[FN19]. See Jeremy
Bentham, A Comment on the Commentaries, in A COMMENT ON THE COMMENTARIES AND A
FRAGMENT ON GOVERNMENT 196-97, n.c (J.H. Burns & H.L.A. Hart eds., 1977).
Bentham wrote:
The deference that is due to the
determination of former judgments is due not to their wisdom, but to their
authority: not in compliment to dead men's vanity, but in concern for the
welfare of the living. That men may be enabled to predict the legal consequences
of an act before they do it: that public expectation may know what course it
has to take: that he who has property may trust to have it still: that he who
meditates guilt may look for punishment, and in the self-same guilt for the
same punishment.... Why should decisions be uniform? Why should succeeding ones
be such as to appear the natural and expected consequences of those preceding
them? Not because it ought to have been established, but because it is
established.... The business of the Judge is to keep the distribution of
valuables and of rewards and punishments in the course of expectation:
conformable to what the expectation of men concerning them is, or if apprised
of the circumstances of each case, as he is, he supposes would be.
Id.
[FN20]. See, e.g., Hinderks & Leben, supra note 15, at 171
n.96. Hinderks and Leben note that Justice Cardozo believed in the general rule
of following precedent in order to ensure
the consistent protection of rights and litigants' belief that justice was
evenhanded, consistent and fair.
[FN21]. See MELVIN ARON EISENBERG, THE NATURE OF THE COMMON LAW 4
(1988).
[FN22]. Id. (footnotes omitted).
[FN23]. See id.
[FN24]. Id. at 4-5 (footnotes omitted). In her dissent in Neary
v. Regents of the University of California, Justice Joyce Kennard of the
California Supreme Court reminds us that not only do the courts resolve
disputes and enrich the supply of legal rules that govern those disputes, but
their judgments also have "value for society at large." Neary
v. Regents of Univ. of Cal., 834 P.2d 119, 130 (Cal. 1992). For example, Professor Marc Galanter points out that the
court system and formal adjudication "project[s] the standards and threats
that parties and lawyers use in 'bargaining in the shadow of the law,"DDD'
and it is because courts project such messages that "parties and lawyers
are able to resolve the vast majority of disputes without burdening the courts";
in other words, the norms that courts broadcast to society "influence not
only disputes that are brought to the courts, but also matters that never reach the courts." Marc
Galanter, Real
World Torts: An Antidote to Anecdote, 55 MD. L. REV. 1093, 1101-02 (1996). Similarly, Howard Slavitt writes:
The system of precedent also promotes the
protection of private rights and the resolution of disputes. The system of
precedent makes the law more certain and uniform because it allows courts
separated geographically and temporally to exchange their decisions and
reasoning. It creates guidelines within which individual judges must operate to
avoid reversal. By making the law more certain, it also allows individuals to
structure their affairs to avoid disputes and litigation.
Howard
Slavitt, Selling
the Integrity of the System of Precedent: Selective Publication, Depublication,
and Vacatur, 30 HARV. C.R.-C.L. L. REV. 109, 140 (1995) (footnotes omitted) (emphasis added).
[FN25]. See RICHARD SCHAFFER ET AL., INTERNATIONAL BUSINESS LAW
AND ITS ENVIRONMENT 4-6 (4th ed. 1999) (noting the arrival of a global
marketplace due to recent political and economic events).
[FN26]. Byron Acohido, Expansion Express--Airlines, Air-Freight
Companies Enter High Stakes Arena of Global Delivery, SEATTLE TIMES, June 3,
1990, at E1. See also, SCHAFFER ET AL., supra note 25, at 484 (discussing how a
Japanese automaker can produce cars in a
Mexican assembly plant using parts sourced from countries around the world, and
then export those Mexican-made cars to the United States).
[FN27]. See SCHAFFER ET AL., supra note 25, at 105-30; CHARLES
PLATTO & MICHAEL LEE, OBTAINING EVIDENCE IN ANOTHER JURISDICTION IN BUSINESS
DISPUTES 181-90 (2d ed. 1993) (discussing the difficulty of conducting
discovery and taking evidence abroad in England and the former West Germany).
One of the authors recently represented several California companies who became
entangled in litigation involving complex issues of international law due to
their business activities. Several years ago, these companies were not even
selling their products outside of the West Coast, let alone the United States,
and they never would have been involved in such complex litigation.
[FN28]. Elia Weinbach & Sydelle Pittas, Contorts, in BUSINESS
TORTS LITIGATION 108 (Litigation Section of the A.B.A., 1992) (footnote
omitted). Weinbach and Pittas write:
The pun inherent in this chapter title is
apt. As current concepts of justice and fair play dictate that the law be
molded (some might say, contorted) to fit litigation arising from new and more
complex business situations, the bright line between injuries that 'sound in
contract' and in tort, and their consequent
remedies, fades. Thus we come to the law of contorts.
Id.
[FN29]. See 35
U.S.C. § 284 (1994).
[FN30]. See generally Jeffrey W. Stempel, A More Complete Look at
Complexity, 40 ARIZ. L. REV. 781, 819 (1998) ("[I]t seems fair to conclude
that there has been major growth ... of complex cases."). Stempel's
article provides a good discussion (but from a different angle) on the growth
of complexity in commercial cases. See also Christine Gail Clark, Comment, The
Sky is Falling-- The ALI's Efficient Response to Courts in Crisis?, 1995
BYU L. REV. 997, 1003-16 (discussing the
increased complexity in cases due to the multiple parties now involved, the
complexity in pretrial proceedings, the complexity during trial, and the
complexity in choosing and administering remedies); Alvin B. Rubin,
Bureaucratization of the Federal Courts: The Tension Between Justice and
Efficiency, 55 NOTRE DAME L. REV. 648, 649 (1980) ("Our 1940 cases were
largely one or two issue matters. Today appeals involve records of thousands of
pages and briefs arguing dozens of issues.").
Relatedly, the arrival and availability of
class and derivative actions has also challenged the ability of the courts to
resolve disputes. For example, class actions
involving asbestos exposure have posed complex choice of law problems for the
courts. See In re
Joint E. & S. Dist. Asbestos Litig., 878 F. Supp. 473 (E.D.N.Y. 1995). The Agent Orange cases have also pushed courts to their
limits. See generally Peter H. Schuck, The
Role of Judges in Settling Complex Cases: The Agent Orange Example, 53 U. CHI.
L. REV. 337 (1986).
[FN31]. See Wendy R. Leibowitz, Lawyers and Technology: Patents
and E- Business, NAT'L L.J., June 14, 1999, at A19.
[FN32]. See id.
[FN33]. Id. See generally Wendy R. Leibowitz, Lawyers and
Technology: Let's Settle This, Online, NAT'L L.J., July 5, 1999, at A20 (noting
the proliferation of web sites devoted to online ADR to help businesses resolve
disputes more quickly).
[FN34]. To speed up business dispute resolution, many courts have
implemented "rocket dockets" or "fast-track" systems. See
Carrie E. Johnson, Comment, Rocket
Dockets: Reducing Delay in Federal Civil Litigation, 85 CAL. L. REV. 225 (1997); Michael A. Friedrichs, Note, Fast Track: A Panacea for a
Delayed and Cluttered Court System?, 1 SAN DIEGO JUST. J. 443 (1993). But the efficacy and quality of these systems is
unclear. See Johnson, supra, at 238-54; Friedrichs, supra, at 449-56.
[FN35]. CONSTANCE E. BAGLEY & CRAIG E. DAUCHY, THE
ENTREPRENEUR'S GUIDE TO BUSINESS LAW 191 (1998).
[FN36]. See Marc Galanter, Compared to What? Assessing the
Quality of Dispute Processing, 66 DENV. U. L. REV. xi, xiii (1989).
[FN37]. See Robert D. Cooter, Decentralized
Law for a Complex Economy, 23 SW. U. L. REV. 443, 443-46 (1994).
[FN38]. Id. at 445 (footnote omitted).
[FN39]. Id.
[FN40]. See Timothy P. Terrell & James H. Wildman, Rethinking ""Professionalism," 41 EMORY
L.J. 403 (1992). Terrell and Wildman note:
[T]he legal system embodies our last remaining
vestige of a sense of "
"community"--of shared values and expectations. All the other
dimensions of our lives--race, religion, education, the arts, regional loyalty,
and so on-- divide us as much as they join
us together because they are based on matters of "substance" on which
we so often disagree.
Id. at
422. They further argue:
[W]e are connected to each other in the
nature of the claims we make against each other: we do not ordinarily result to
self-help or depend upon various informal social groups like churches,
families, or friends to take up our cause. Instead, we invoke our system of
law, both because we have come to have faith in it and because we have largely
abandoned other alternatives.
Id. at
423.
[FN41]. See Leibowitz, supra note 31, at A20 (describing recent
cyber efforts aimed at mediating domain name disputes and subscriber problems
with Internet service providers).
[FN42]. See id. (noting that this cybermediation effort was
unsuccessful because the "parties wanted their day in a real-world
court").
[FN43]. In the early 1980s several Fortune 500 companies founded
the Center for Public Resources ("CPR") Institute for Dispute
Resolution to explore private dispute resolution as an alternative to
litigation when involved in a dispute with one another. A "CPR
Pledge" was created in which member companies promised to explore ADR before litigating with
each other. CPR obtained 50 signatories to that Pledge in 1983. By mid-1999,
that number had grown to 4000. CPR Corporate Policy Statement or Alternatives
to Litigation (visited Nov. 4, 1999)
<http://www.cpradr.org/corppldg.htm>. In the early 1990s, a similar CPR
Pledge was developed for law firms, which now has more than 1500 law firm
signatories, including 400 of the nation's largest 500 law firms. See Law Firm
Pledge (visited Nov. 4, 1999) <http://www.cpradr.org/lf_pol.htm>.
Recent surveys also confirm an increase in
the use of private ADR by American business. A 1994 survey conducted by Arthur
Anderson LLP General Counsel and Corporate Legal Times found that almost 50% of
those surveyed had used ADR within the last year--with 75% of these companies
reporting an increase in use from the previous year. The Survey also found that
large companies use ADR more than smaller companies. See Legal Costs and ADR
Use, 13
ALTERNATIVES TO HIGH COST LITIG. 141, 141 (1995);
see also News From Around the States: Survey Shows Increase in Corporate ADR
Use, 6
WORLD ARB. & MEDIATION REP. 145, 145 (1995).
In response to a 1994 CPR survey of corporate law firms, more than 80%
indicated that client interest in ADR had increased over the previous three
years. See SUSAN SCOTT, LAW FIRM PRACTICES IN ADR: 1994 SURVEY FINDINGS 10
(1995). A 1992 Business Week/Harris Executive poll found that 97% of the
business executives surveyed stated that their companies favor making greater
use of ADR. See Michele Galen, Guilty, BUS. WK., Apr. 13, 1992, at 66.
Private ADR providers also report a
significant increase in business. The total number of private arbitrations and
mediations handled through the American Arbitration Association
("AAA") alone has nearly doubled in the past decade, to a projected
90,000 in 1998. See Kleiner, supra note 6, at 90. AAA reports a significant
increase in recent years in its real estate cases, computer cases, employment
cases, franchise cases, and patent, trademark, and copyright disputes. See AAA
DISP. RESOL. TIMES, Spring 1994, at 1. Judicial Arbitration and Mediation
Services ("JAMS") saw its caseload increase from 8249 in 1990 to
18,049 in 1996. See John Gibeaut, At the Crossroads, A.B.A. J., Mar. 1998, at
61.
See also Mike France, More Big Businesses
Ask: Can We Talk, Not Sue?, NAT'L L.J., Mar. 13, 1995, at B1 (reporting how the
nation's biggest banks are considering signing an intra-industry treaty to turn
to ADR before resorting to litigation, and that such intra-industry agreements
have already been signed by top corporations in the food, commercial insurance,
franchise and commercial inventory finance business); Jaret Seiberg, Capital
Briefs: Justices Approve Mandatory Arbitration Clauses, AM. BANKER, May 22,
1996, at 2 (reporting a banking association lawyer's comment that the banking
industry is making greater use of arbitration agreements); Bonnie Hayes,
Lawsuit Boom? Here's Evidence to the Contrary, L.A. TIMES, Mar. 10, 1997,
(Orange County Edition) at B3 ("[O]thers also credit an increase in
arbitration for the decline in civil court
cases. An increasing number of businesses, they say, are adding mandatory
arbitration clauses to contracts."); Tom Arnold, A Better Mousetrap: ADR,
Vol. XXX No. 1, LES NOUVELLES, at 31 (Mar. 1995) ("Beginning perhaps about
1987-1988 a number of major companies started making major shifts from Rambo or
other strong litigation practice to ADR. Some of them were companies with 100
lawyers or so on staff--companies like Bank of America, Motorola, and major
insurance companies."); Faye Riva Cohen, Advantages of Alternative Dispute
Resolution (pt. 2), LEGAL INTELLIGENCER, Feb. 3, 1993, at 4, 21 (stating that
"Business and insurance carriers are increasingly seeking to reduce the
costs of civil litigation" and pointing out that to deal with the perceived
problems in the legal system and to enhance their ability to compete, many
companies are turning to ADR).
[FN44]. See, e.g., Harry N. Scheiber, Innovation,
Resistance, and Change: A History of Judicial Reform and the California Courts,
1960-1990, 66 S. CAL. L. REV. 2049, 2052 (1993)
("Complaints of a crisis in the courts, involving intolerable delays and
congestion, in fact, have been heard regularly throughout the twentieth
century--not only in California, but in many other states and in the federal
courts.").
[FN45]. Lucille M. Ponte, Putting
Mandatory Summary Jury Trial Back On the
Docket: Recommendations on the Exercise of Judicial Authority, 63 FORDHAM L.
REV. 1069, 1069 (1995) (footnote omitted).
[FN46]. See John Lande, Failing Faith in Litigation? A Survey of
Business Lawyers' and Executives' Opinions, 3 HARV. NEG. L. REV. 1, 26, 36
(1998) (indicating that 94% of the business executives and 82% of the in-house
counsel surveyed believe that there has been a litigation explosion in the past
ten years. In addition, 86% of the business executives and 79% of the in-house
counsel surveyed believe that less than half of lawsuits involving business are
resolved within an appropriate amount of time).
[FN47]. See LAWRENCE M. FRIEDMAN, TOTAL JUSTICE (1985); DONALD L.
HOROWITZ, THE COURTS AND SOCIAL POLICY (1977); BRUCE H. MANN, NEIGHBORS AND
STRANGERS: LAW AND COMMUNITY IN EARLY CONNECTICUT 101-36 (1987); Bayless
Manning, Hyperlexis: Our National Disease, 71 NW. U. L. REV. 767 (1977); Wade
H. McCree, Jr., Bureaucratic
Justice: An Early Warning, 129 U. PA. L. REV. 777, 794-96 (1981); Judith Resnik, Managerial
Judges, 96 HARV. L. REV. 376 (1982) [hereinafter
Resnik, Managerial Judges]; Judith Resnik, Failing
Faith: Adjudicatory Procedure in Decline, 53 U. CHI. L. REV. 494 (1986) [[[[[hereinafter Resnik, Failing Faith].
[FN48]. See Galanter,
supra note 24, at 1102-09 (noting that litigation rates have been relatively stable,
and to the extent they have increased, these increases have only occurred in
limited types of cases such as criminal law, family law, and certain types of
product liability cases); Marc Galanter, Reading
the Landscape of Disputes: What We Know and Don't Know (and Think We Know)
About Our Allegedly Contentious and Litigious Society, 31 UCLA L. REV. 4 (1983) (assessing the inaccuracy of the litigation explosion
claim). See also DONNA STIENSTRA & THOMAS E. WILLGING, ALTERNATIVES TO
LITIGATION: DO THEY HAVE A PLACE IN FEDERAL DISTRICT COURTS? 33 (Federal
Judicial Center 1995) ("[I]n the aggregate, federal civil caseloads have
been decreasing in recent years" and "the civil trial rate ... is
already very low and has been steadily declining for the past decade in nearly
all federal courts, those with ADR and those without ADR alike."); THOMAS
E. BAKER, RATIONING JUSTICE ON APPEAL: THE PROBLEMS OF THE U.S. COURTS OF
APPEALS 32 (1994) (noting the "hyperbole and metaphor" among those
advocating court reform due to the increased number of cases); Jack B.
Weinstein, After Fifty Years of the Federal Rules of Civil Procedure: Are the
Barriers to Justice Being Raised?, 137
U. PA. L. REV. 1901, 1909 (1989) (asserting that
the litigation explosion idea "is wrong as a matter of fact").
[FN49]. See Harold Brown, Alternative
Dispute Resolution Realities and Remedies,
30 SUFFOLK U. L. REV. 743 (1997). Professor Brown
notes:
Timing factors can also be challenging. A
fundamental attraction of ADR is its inherent promise of speedy and inexpensive
process. [But] [w]ithout rules and a governing court, there is no limit to such
crucial matters as the timing for pretrial logistics, the pace of the conduct
of the proceedings, and the rendering of a speedy decision. While these matters
might appear to be marginal, the fact is that arbiters are often ... pressed
for time. They may have to extend the time limits to an extraordinary extent.
For example, without explicit time regulations, there would be no way to compel
the making of a final determination no matter how long the delay.
Id. at
767-68. See also Jeffrey G. Kichaven, ADR Does Not Save Time or Money? Great
News!, DISP. RESOL. MAG., Summer 1997, at 15 ("[R]esearch by the RAND
Institute for Civil Justice concludes mediation did not significantly affect
the number of lawyer work hours or the time to disposition in the federal civil
court programs it studied. In other words, ADR does not save time or
money."); Arthur S. Hayes & Ann Hagedorn, Arbitration in Commercial
Cases Found to Save Money, Not Time, WALL ST. J., Sept. 5, 1990, at B10
(discussing another RAND study which found that arbitration in high-stakes
commercial cases does not speed the process of resolving disputes).
[FN50]. The CPR Institute for Dispute Resolution claims that for
a five-year period ending in 1995, 652
companies using CPR panelists reported a total cost savings of over $200
million, with an average cost savings of more than $300,000 per company. See
Fortune 500 Companies Find Benefits in Adopting ADR Policy (visited Dec. 30,
1999) <http://www.cpradr.org/poll_597.htm>. See also Ellen Joan Pollock,
Mediation Firms Alter the Landscape, WALL. ST. J., Mar. 22, 1993, at B1
("Since 1990, 406 companies ... saved more than $150 million in legal fees
and expert-witness costs by using litigation alternatives" in cases with
an aggregate of over $5 billion in dispute.); Arnold, supra note 43, at 33
("[W]ith sophisticated use of ADR you can save millions of dollars. We
have done patent infringement suits via ADR, as counsel, for $60,000. In the
courthouse it is hard to find the patent case where you can assure the client
of a budget under a million.").
[FN51]. See Lande, supra note 46, at 35-36 (stating that 96% of
the business executives and 91% of the in-house counsel surveyed believe that
less than half of the lawsuits involving a business are resolved at an
appropriate cost).
[FN52]. See Richard C. Reuben, The Dark Side of ADR, CAL. LAW.,
Feb. 1994, at 54 ("For all the promised benefits of ADR, independent
statistics documenting them are almost nonexistent. One reason is the secrecy
of the proceedings; few records exist for researchers to examine.");
Editorial, Mandatory ADR: Can We Talk?, 78
JUDICATURE 272, 272 (May-June 1995) (noting the
lack of empirical support for many ADR claims); Kim Dayton, The
Myth of Alternative Dispute Resolution in the Federal Courts, 76 IOWA L. REV.
889, 906 n.81 (1991) ("One of the principal obstacles
to conducting legitimate empirical research on the effect of ADR ... is the
failure ... adequately to document the use and consequences of ADR.").
[FN53]. See Reuben, supra note 52, at 54 (citing an arbitration
that produced a $15,000 award and $6000 in attorneys' fees but was more than
offset by a $30,000 legal bill and $9000 for the arbitrator's services, and
how, had the case stayed in the public system and gone to trial, the parties
would not have had to even pay for the judge); id. at 57 (citing another
example where an arbitrator submitted an unitemized discovery bill for $28,000,
and had the case stayed in the public court system, the discovery costs would
have been the $14 filing fee per motion, plus court reporters' fees); James J.
Alfini, Summary Jury Trials in State and Federal Courts: A Comparative Analysis
of the Perceptions of Participating Lawyers, 4 OHIO ST. J. ON DISP. RESOL. 213,
229-31 (1989) (citing a study in which a majority of the federal lawyers
asserted that their billable hours increased when the ADR mechanism of a
summary jury trial was used, and that few summary jury trial cases were
actually completed within the half-day goal that was established); Robert J. Lewton, Comment, Are Mandatory, Binding
Arbitration Requirements a Viable Solution for Employers Seeking to Avoid
Litigating Statutory Employment Discrimination Claims?, 59
ALB. L. REV. 991, 1032 (1996) (noting that
binding arbitration in employer-employee disputes may prove to be "just as
expensive, time-consuming, and disruptive to litigate challenges brought
against a mandatory, binding arbitration requirement as it is to litigate");
Kleiner, supra note 6, at 91 (discussing a classroom exercise in which a school
insurance company settled for an excessive sum because the other side
misrepresented certain facts during the ADR process, and that given the nature
of the ADR process those misrepresentations went unchecked).
Further, Professor Brown writes:
The dollar cost of ... [ADR] may be
substantial, particularly because it is totally supported by user fees. Some
discovery may be avoided, but the daily charges of the impartial arbiters may
substantially exceed such savings ... The arbitrator has exclusive power to
order extensive and expensive discovery, thus wiping out much of the supposed
economies. The hearing dates may greatly increase costs where the ever-busy
arbitrator has other commitments that cause repeated postponements and delay,
or interruptions to accommodate unrelated court assignments of counsel because
courts seldom recognize any priority for conflicts with ADR.
Brown,
supra note 49, at 760-61. He also points out that contrary to the oft- trumpeted claim of ADR being "less
expensive," the dependence on user fees by such organizations as AAA often
make ADR the exact opposite. See id. at 764- 66.
[FN54]. Galanter, supra note 24, at 1142.
[FN55]. See Lande, supra note 46, at 33-34 (indicating that 58%
of the business executives and 46% of the in-house counsel surveyed believe
that in less than half of cases do juries do a good job in determining
liability in lawsuits by individuals against businesses; 82% of the business
executives and 74% of the in-house counsel surveyed thought that in less than
half of cases do juries do a good job of assessing damages. Further, 75% of the
business executives and 73% of the in-house counsel surveyed believe that
juries judge businesses more harshly than individuals).
[FN56]. Id. at 34 (Apr. 15, 1994 interview quote from a business
executive). See also Arnold, supra note 43, at 33 (making essentially the same
point); Pollock, supra note 50, at B1 ("Imagine a legal system in which
companies could put their disputes before judges of their choice ... [and]
avoid the uncertainty of jury verdicts.").
[FN57]. See Valerie P.
Hans & William S. Lofquist, Jurors' Judgments of Business Liability in Tort
Cases: Implications for the Litigation Explosion Debate, 26 L. & SOC'Y REV.
85 (1992) (a study of jurors in cases involving businesses which found that
most jurors were skeptical of plaintiffs' claims against businesses and did not
generally believe that businesses should be held to a higher standard than
individuals); Valerie P. Hans, The
Contested Role of the Civil Jury in Business Litigation, 79 JUDICATURE 242
(1996) (pointing out that the criticisms that
juries in business cases are pro-plaintiff, that their decisions are based more
on sympathy and prejudice than facts, and that they focus on the business
defendant's deep pockets appear unfounded). See also RALPH NADER & WESLEY
J. SMITH, NO CONTEST: CORPORATE LAWYERS AND THE PERVERSION OF JUSTICE IN
AMERICA 266-76 (1996) (noting that contrary to popular perception, juries are
actually inclined to rule in favor of business). In support of their position,
Nader and Wesley cite, among other things, the research of Jury Verdict
Research, a Pennsylvania legal publishing company that compiles court
statistics. See id. at 276. Marc Galanter adds that while our "courts
could improve juror performance in many ways," "serious students of
the jury are virtually unanimous in their high regard for the jury as a
decision-maker" and "researchers concur that jurors on the whole are
conscientious, that they collectively understand and recall the evidence as
well as judges, and that they decide factual issues on the basis of the evidence presented." Galanter, supra note
24, at 1109. See also Edward Bodaken & William Slusser, Want to Win Complex
IP Trials? Simplify, Simplify, NAT'L L. J., July 26, 1999, at C11 (noting the
simple, common-sense steps that a good trial lawyer can take to make a complex
intellectual property case understandable to a jury).
[FN58]. See Mladen Singer, New Boundary: Arbitration in Various
Discipline [[[[[s]: Commercial Arbitration as a Means for Resolving Industrial Property
and Transfer of Technology Disputes, 3 CROAT. ARB. Y.B. 107 (1996):
A further advantage ... [of ADR] over
litigation is the possible expertise of the arbitrators. It is particularly
important in industrial property disputes that often involve complicated
technical issues. Judges are usually not trained in technology, a problem in
common law countries where factual determinations are made by juries. It
requires extensive use of experts and/or expert witnesses, which is one of the
things that makes industrial property litigation very expensive. However, even
when experts or experts witnesses are used, the final decisions are brought by
judges or juries, not by persons knowledgeable about the technology at stake.
By using commercial arbitration, parties can have an adjudicator who is
knowledgeable about both: respective industrial property laws, and a[bout]
technology. Moreover ... arbitration panels can provide parties with extreme
diversity of knowledge....
When making a list of arbitrators for
patent disputes, American Arbitration Association (AAA) included people having
expertise in all fields of technology and who also had a legal education.
Id. at
111-12.
[FN59]. See Peter D. Zeughauser, What's in a Name? Plenty, AM.
LAW., Apr. 1996, at 44. Zeughauser notes:
I had two maxims about litigation that
served as the sobering cold water necessary to avoid costly litigation and
instead engage in ADR: The first was that litigation is the sport of kings; the
second was that the courtroom is a dangerous place. After all, what
sober-minded business person wants an important dispute decided ... by a former
D.A. who was appointed to the bench because of his or her skill in locking
people away for crimes that were more often than not self-evident?
Id. Judge
Jack Weinstein also makes the point that many judges come to the bench as
generalists. See Jack B. Weinstein, Limits on Judges Learning, Speaking and
Acting--Part I -Tentative First Thoughts: How May Judges Learn?, 36 ARIZ. L.
REV. 539, 540-41 (1994).
[FN60]. See Lande, supra note 46, at 32. Lande comments:
Yet another reason why ... executives reacted
negatively to litigation is that they believed that it is not framed in terms
of their substantive concerns, which they think are often too complex for the
courts. This view was expressed by a utility company executive: "Judges
are trained in the law, not necessarily in the fundamentals of a particular
industry or avenue of commerce. They're coached on fairness and precedent and
things like that.... For example, we have a number of disputes with people who
we transact with in a transmission grid. Well, that's a very complex
engineering-econometric type of consideration where we use those mechanisms.
It's just not the type of thing you want to bring to the courts."
Id.
Relatedly, Lande found that 67% of business executive respondents and 68% of
in-house counsel respondents disagreed with the statement that "the legal
system generally considers the needs and practices of particular business
communities." Id. at 34-35.
[FN61]. For an interesting historical discussion on the selection
of federal judges and the politicization of the process, see SHELDON GOLDMAN,
PICKING FEDERAL JUDGES: LOWER COURT SELECTION FROM ROOSEVELT THROUGH REAGAN
(1997). For the same regarding President Bush's appointees, see Sheldon Goldman,
Bush's
Judicial Legacy: The Final Imprint, 76 JUDICATURE 282 (Apr.-May 1993). For the same regarding President Clinton's appointees,
see Sheldon Goldman & Elliot Slotnick,
Clinton's Second Term Judiciary: Picking Judges Under Fire, 82 JUDICATURE 264
(May-June 1999).
[FN62]. See William C. Smith, Bailing From the Bench, A.B.A. J.,
May, 1999, at 22 (discussing how the disparity between law firm salaries and
judicial salaries is driving experienced judges from the bench).
[FN63]. Brown, supra note 49. Professor Brown states:
Both mediation and arbitration require specific
skills for the impartial person or persons. For mediators, there is a
particular need for the arts of listening, questioning, fact-finding, and
interpreting the views of each party. The arbitrator needs all of that, plus
the courtroom skills of a good judge. This starts with knowledge and experience
in the rules of procedure and evidence and in substantive law. It may have to
be supplemented by specialized knowledge or a firm determination to acquire the
necessary learning. Arbiters should exclude bias, conflicts of interest, and
personal misconduct toward the parties and their counsel. Anomalously,
arbitrators who are experts or specialists in the substantive field of the
dispute are seldom, if ever, impartial, but that is not ground for removal. Contrary
to widespread opinion, there is no obvious match between the traits that
constitute excellent judicial conduct as against those needed for arbitration or when compared with the skills appropriate
for successful mediation.... The skill levels, substantive experience, and
personal biases of the hearing officer (arbitrator or mediator) are seldom
known to the litigants at the time of their selection. The designation and
appointment of judges carries a much sounder opportunity to obtain quality and
impartial services. The choice of arbitrators is essentially one of
self-appointment by the candidates with little or no verification, clearance,
or appraisal. The parties seldom know the arbitrators and have no way to obtain
knowledge of their skills, demeanor, bias, and reliability.
Id. at
758, 760 (footnotes omitted).
A 1997 joint study by Cornell University's
Institute on Conflict Resolution and Price Waterhouse also found that
"many in corporate America remain uncomfortable with the qualifications of
arbitrators and mediators." Cornell University Business News (visited Nov.
4, 1999) <http:// news.cornell.edu.business/May97/ADRstudy.html>. See
also Editorial, Mandatory ADR: Can We Talk?, supra note 52, at 321 (noting that
even "ADR practitioners and supporters have long worried about problems
posed by inadequately trained neutrals and lack of quality control
procedures" and that the "rise of private dispute resolution services
and the apparent willingness of some judges to direct parties to particular providers
have rightfully exacerbated these concerns").
[FN64]. See generally William H. Schroder, Jr., Private ADR May
Offer Increased Confidentiality, NAT'L L.J., July 25, 1994, at C14.
[FN65]. See Resnik, Failing Faith, supra note 47, at 538
("[M]any defendants (and their attorneys) in products liability and
antitrust cases ... now seem intrigued by ADR as a means of protecting
themselves from negative publicity and from outcomes they have
disliked.").
[FN66]. See Arnold, supra note 43, at 34 ("Because with ADR
you can have a major measure of confidentiality from competitors.");
Cohen, supra note 43, at 4 ("[Businesses] also appreciate the privacy and
confidentiality factors since most businesses do not want their competitors,
customers, suppliers or franchisers to know about their lawsuits.").
[FN67]. See Brown, supra note 49, at 762 (discussing the common
standards for reviewing and challenging an arbitrator's legal and factual
findings-- ""manifest disregard of the law," "arbitrary and
capricious," and "completely irrational"--and discussing how
these standards are very difficult to satisfy). In California, it has become
virtually impossible to set aside an arbitrator's award because the state
legislature amended the state arbitration act to provide that an arbitrator's award stands even
where an error exists on the face of the award. See id.
[FN68]. See Michael Higgins, In the Spirit of Mediation, A.B.A.
J., Mar. 1998, at 94.
[FN69]. See id.
[FN70]. One of the authors was involved in a recent mediation
proceeding that posed a similar issue for the opposing party and its counsel.
[FN71]. See, e.g., Arnold, supra note 43, stating:
[W]ith mediation you can enjoy win-win
creative business alternative solutions that courts simply cannot grant. Let me
give you an example. A patentee sued for infringement of its patent on a
catalytic cracking process. The patentee's analysis was:
• It had a one in three chance
of winning the court trial.
• If it won, the win would be
worth $35,000,000 or thereabouts.
• It was risking about
$1,500,000 in litigation costs chasing that $35,000,000.
• A guy can get rich betting 1.5
to get 35 at one-to-three odds.
• Therefore, go for it.
What was the win-win business alternative
solution that we found to resolve this dispute? The accused infringer offered
to sell to the patentee its next 10 years of catalyst requirement at 10% off
the going price. This translated into a $10,000,000 present value to the
patentee. The patentee also saved $1,000,000 in litigation costs. The patent,
which we estimated stood a 60% chance of being held invalid or not enforceable,
was not put at risk. At that time we put a $4,000,000 value on removal of the
patent from risk. So the total value to the patentee of the proposed offer of
settlement was estimated at about $15,000,000. At one to three odds you don't
risk $15,000,000 chasing only $35,000.000. What about the accused infringer? It
had surplus plant capacity, would not have any increased capital, sales or
G&A expense because of its making this big new sale to a new customer. The
infringer's incremental profit on the new sales projected out to a $15,000,000
present value to the infringer. $15,000,000 value to each party? That's what
you call a win-win solution.
Id. at 34.
[FN72]. See, e.g., Andrew Pollack, Japanese Suits on
H.I.V.--Tainted Blood Settled, N.Y. TIMES, Mar. 15, 1996, at A3 ("Some
plaintiffs have said they wanted apologies from the Government and the
companies as much as they wanted compensation.").
[FN73]. See Cohen, supra note 43, at 4 ("[ADR] also can
preserve business relationships which a more traditional form of suit can
destroy.").
[FN74]. See Arnold, supra note 43, at 33-34 ("[W]ith ADR you
can preserve ongoing relationships, licensor-licensee relationships, joint
venture relationships, that litigation inevitably destroys."). The
following quote from one in-house counsel who was the subject of Lande's study
displays a common attitude among businesspersons on this issue:
Many of our businesses are with an
industry in which it's primarily a customer-dominated market. In other words,
if I have a dispute with a car company, ... the overriding consideration is the
long-term relationship. Whether we win, lose, or draw, the economics, how
strong our case is--none of that matters.
Lande,
supra note 46, at 19 (quoting from a Jan. 22, 1994 interview with an in- house
counsel).
[FN75]. See Arnold, supra note 43. Arnold's example is in reality
one that highlights the creativity of the remedy and legal counsel rather than
the failings of the court system.
[FN76]. The following is a common example in traditional
litigation: One party sends out a series of document requests, deposition
notices and interrogatories with a settlement offer. The settlement offer is
timed to expire shortly before the discovery is due. This strategy can and
often does serve as an effective impetus to get the parties to sit down,
communicate and resolve the case.
[FN77]. See Fiss, supra note 6; Marc Galanter & Mia Cahill,
"Most Cases Settle": Judicial Promotion and Regulation of
Settlements, 46 STAN. L. REV. 1339 (1994) (arguing that from a substantive
standpoint, settled resolutions are not necessarily superior to litigated
ones).
[FN78]. See supra notes 44-49 and accompanying text.
[FN79]. See supra note 46 and accompanying text. For authorities discussing
the judiciary's perception of a litigation explosion, see Macklin Fleming,
Court Survival in the Litigation Explosion, 54 JUDICATURE 109 (June-July 1970);
DANIEL J. MEADOR, APPELLATE COURTS: STAFF AND PROCESS IN THE CRISIS OF
VOLUME--AN APPELLATE JUSTICE PROJECT OF THE NATIONAL CENTER FOR STATE COURTS 7-
9 (1974); Robert H. Bork, Dealing with the Overload in Article III Courts, 70 F.R.D. 78, 231 (1976); Nancy Levit, The
Caseload Conundrum, Constitutional Restraint and the Manipulation of
Jurisdiction, 64 NOTRE DAME L. REV. 321 (1989).
[FN80]. See Resnik, Managerial Judges, supra note 47; Resnik, Failing
Faith, supra note 47. See also Rubin, supra note 30.
[FN81]. See Resnik, Managerial Judges, supra note 47.
[FN82]. See id.
[FN83]. This has been the authors' experience, particularly in
California's state court system.
[FN84]. For example, the California Judicial Council publishes
time-on-the- docket statistics for some of its courts. See JUDICIAL COUNCIL OF
CAL., JUDICIAL COUNCIL REPORT ON COURT STATISTICS (1997). Inevitably, these
statistics become ammunition in various political and public policy battles.
[FN85]. See Owen M. Fiss, The
Bureaucratization of the Judiciary, 92 Yale L.J. 1442 (1983); Joseph Vining, The Authoritative and the Authoritarian
51-57 (1986); Rubin, supra note 30. See
also, Reuben, supra note 52, at 56 (noting the increased use of discovery
referees in both state and federal courts); Kenneth R. Feinberg, Creative
Use of ADR: The Court-Appointed Special Settlement Master, 59 Alb. L. Rev. 881
(1996) (discussing the burgeoning use of
court-appointed special settlement masters).
[FN86]. Fiss, supra note 85, at 1442; see also Vining, supra note
85, at 6; Rubin, supra note 30.
[FN87]. See Fiss, supra note 85; Vining, supra note 85.
[FN88]. See Vining, supra note 85; Rubin, supra note 30, at 653.
[FN89]. See, e.g., Rubin, supra note 30, at 653 (suggesting that
delegation to judicial staff will "[i]n the long run ... lead to less
respect for judicial decisions").
[FN90]. While court use and promotion of ADR was not unheard-of
prior to the 1970s, the 1976 Pound Conference on the Causes of Popular
Dissatisfaction with the Courts (co-sponsored by Chief Justice Warren Burger,
the Judicial Conference of the United States, and the American Bar Association)
was the first major push to consider
alternative ways to inexpensively and more efficiently obtain justice in the
courts. See Griffin Bell, Improving the Administration of Justice, NIDR FORUM,
Winter 1992, at 5; Deborah R. Hensler, A
Glass Half Full, a Glass Half Empty: The Use of Alternative Dispute Resolution
in Mass Personal Injury Litigation, 73 TEX. L. REV. 1587, 1592 (1995) (commenting on the Pound Conference); R. William Ide III,
ADR: A Giant Step Toward the Future, DISP. RESOL. J., Dec. 1993, at 20
(discussing the effects of the Pound Conference). Following the Pound
Conference, the use of ADR by courts has only accelerated. See Patrick Fn'Piere
& Linda Work, On the Growth and Development of Dispute Resolution, 81 KY.
L.J. 959, 962-63 (1993) (discussing the growth and development of ADR in both
the state and federal courts). See also Rhonda McMillion, Expanding ADR
Options, A.B.A. J., June 1998, at 98 (noting that Congress has recently been
urged to enact more legislation to encourage the federal courts to make greater
use of ADR).
[FN91]. This has been the authors' experience on numerous
occasions in both California's state and federal court systems. Even when the
parties object to being sent to voluntary or involuntary ADR, it often does
little good. The courts usually do not want to hear such objections. See also
Stephen P. Younger, Effective
Representation of Corporate Clients in Mediation, 59 ALB. L. REV. 951, 951-52
(1995) ("With increasing frequency, our
courts are encouraging litigants to use ...
(ADR) procedures--such as mediation, early neutral evaluation, binding
arbitration and summary jury trial--to clear up overburdened court
calendars."); William K. Slate II, Arbitration Comes of Age, AM. LAW., May
1995, at 8 ("[S]tate and federal courts are now formally urging attorneys
to turn to dispute resolution services for cases that do not, per se, require a
judge."); Jacqueline M. Nolan-Haley, Court
Mediation and the Search for Justice Through Law, 74 WASH. U. L. Q. 47 (1996) ("Within the last fifteen years, in both state and
federal courts, litigants have often been required to attend [an ADR] session
before they will be allowed to be heard by a judge."). Id. at 48-49
("[C]ourts have shown increased interest in [ADR's] potential as an
official settlement process. As [ADR] programs are institutionalized in court,
litigants find themselves directed off their original course of seeking justice
through law."). Id. at 52; Judith S. Kaye, Business
Dispute Resolution--ADR and Beyond: An Opening Statement, 59 ALB. L. REV. 835,
837-38 (1995) (noting that even "at the
appellate level just about every state intermediate appellate court and many
federal appellate courts offer or require pre-argument submission to a
third-part neutral to narrow and settle civil appeals"); Jerrold J.
Ganzfried, Bringing
Business Judgment to Business Litigation: Mediation and Settlement in the
Federal Court of Appeals, 65 GEO. WASH. L. REV. 531 (1997) (noting the use and promotion of settlement by federal
appellate courts as part of the appellate process).
[FN92]. For example, Judith Resnik notes that procedures like
vacatur can be seen as a "form of alternative dispute resolution."
See Judith Resnik, Whose Judgment? Vacating Judgments, Preferences for
Settlement, and the Role of Adjudication at the Close of the Twentieth Century,
41
UCLA L. REV. 1471, 1505 (1994) [hereinafter
Resnik, Whose Judgment?].
[FN93]. Slavitt, supra note 24, at 109 ("Our system of precedent
has become subtractive as well as additive. Like a sculpture, it is shaped as
much by what is removed as by what is added.").
[FN94]. A detailed discussion and analysis of vacatur is beyond
the scope of this Article. However, for a good presentation on vacatur, its
history, usage rate, advantages and disadvantages, scope, and the debate
surrounding its use, see Slavitt, supra note 24; Resnik, Whose Judgment?, supra
note 92; Stephen R. Barnett, Making
Decisions Disappear: Depublication and Stipulated Reversal in the California
Supreme Court, 26 LOY. L.A. L. REV. 1033 (1993);
Henry E. Klingeman, Settlement
Pending Appeal: An Argument for Vacatur, 58 FORDHAM L. REV. 233 (1989).
[FN95]. In Neary v. Regents of the University of California,
Justice Joyce Kennard of the California
Supreme Court wrote in her dissent that "Public respect for the courts is
eroded when this court decides that a party who has litigated and lost in the
trial court can, by paying a sum of money sufficient to secure settlement
conditioned on reversal, purchase the nullification of the adverse
judgment." Neary
v. Regents of Univ. of Cal., 834 P.2d 119, 127 (Cal. 1992).
[FN96]. See Slavitt, supra note 24, at 133-34. See also Resnik,
Whose Judgment?, supra note 92, at 1500.
[I]f one believes that an important
purpose of litigation is to generate information and law for the benefit of
third parties and the public in general, then objection should be made not only
to the practice of vacatur on consent but also to the host of other procedural
developments that promote settlement and other forms of alternative dispute
resolution less accessible to the public than is adjudication.
Id.
[FN97]. Again, a detailed discussion and analysis of selective
publication is beyond the scope of this Article. However, for a presentation on
selective publication, its history, usage rate, advantages and disadvantages,
scope, and the debate surrounding its use, see Slavitt, supra note 24; Gerald
F. Uelmen, Publication and Depublication of
California Court of Appeal Opinions: Is the Eraser Mightier than the Pencil?, 26
LOY. L.A. L. REV. 1007 (1993) [[[[[hereinafter
Uelmen, Publication and Depublication]; William L. Reynolds & William M.
Richman, The Non-Precedential Precedent--Limited Publication and No-Citation
Rules in the United States Court of Appeals, 78 COLUM. L. REV. 1167 (1978).
[FN98]. See generally Slavitt, supra note 24, at 123
("[J]udges do not have enough time and resources to analyze, research, and
write each opinion to the extent necessary for it to become part of the system
of published law."); Reynolds & Richman, supra note 97, at 1183 n.95
(estimating that, based on records kept by seven Third Circuit judges, judges
spend approximately 30% of their time writing opinions); Charles E. Carpenter,
Jr., The No-Citation Rule for Unpublished Opinions: Do the Ends of Expediency
for Overloaded Appellate Courts Justify the Means of Secrecy?, 50
S.C. L. REV. 235, 243, 249 (1998) (noting that
"[t]he real reason for [the selective publication and] no- citation rule
is overload on the appellate courts" and that "[f]ewer published
decisions mean fewer volumes for libraries to purchase").
[FN99]. See Hinderks & Leben, supra note 15, at 158 (noting
that over 60% of federal circuit court decisions are not published); Gerald F.
Uelmen, Losing Steam, CAL. LAW., June 1990,
at 33, 43 [hereinafter Uelmen, Losing Steam]; Philip L. Dubois, The Negative
Side of Judicial Decision Making: Depublication as a Tool of Judicial Power and
Administration on State Courts of a Last Resort, 33 VILL. L. REV. 469, 488
(1988) (pointing out that less than 15% of appellate decisions in California
are certified for publication and of that fifteen percent, the California
Supreme Court orders an additional 10% depublished). Ironically, Judge Richard
Posner notes:
Despite the vast number of published
opinions ... judges will confess that a surprising fraction of ... appeals are
difficult to decide, not because there are too many precedents but because
there are too few on point.
RICHARD A.
POSNER, THE FEDERAL COURTS: CRISIS AND REFORM 123 (1985) (emphasis added).
Similarly, Howard Slavitt writes:
Selective publication suppresses precedent
that would help courts decide future cases. In addition, even if selective
publication saves time, it distorts the shape of precedent. Lawyers use
precedent to evaluate how courts apply the law across a range of cases as much
to identify what a precise rule of law is. One cost of saving time, then, is
that it leaves the law unclear and may ultimately lead to more litigation to
clarify the law. The long-term costs of distortion, therefore, may outweigh any
short-term efficiency of savings .... By making the law more certain, it also
allows individuals to structure their affairs to avoid disputes and litigation.
Slavitt,
supra note 24, at 126, 140 (footnotes omitted).
[FN100]. See Slavitt, supra note 24, at 123-24 (footnotes
omitted). Slavitt states:
When a judge knows ahead of time that an
opinion will not be published, she can save time. First, the judge does not
need to recite carefully the facts of the case because the parties are already
familiar with them. Second, it is unnecessary to rehearse all of the arguments;
the judge is able to focus the opinion on the dispositive issues. Third, the
judge need not spend as much time eliminating vague language that other
litigants may attempt to expand in later cases. Because unpublished opinions
serve no future purpose, judges need only provide a minimal indication of the
reasoning that a fully explicated opinion would have followed.
Id. See
also Carpenter, supra note 98, at 251 (noting that "if judges know that
their opinions are not citable and that they will not have to sign the
opinions, the same 'quality control' pressures will not be in place").
However, Anthony Kronman, Dean of Yale Law School, strongly criticizes this
shortcut:
[O]pinion-writing disciplines the
imagination. It is one thing to reach a tentative conclusion in a case, but
something very different to write an opinion defending it. The search for the
right words to support a judgment one has provisionally formed often stirs up
new objections and compels the reexamination
of earlier beliefs. A judge may feel that he has decided a case and is finished
with it. But when he attempts to justify his decision in writing, he will be
forced to reenact the drama of the original conflict in his imagination, taking
first one side and then the other in an effort to anticipate the strongest
arguments that might be made against his own earlier position and the best
responses to them. Writing judicial opinions imposes on the writer a duty of
responsiveness that can be met only by giving each side to a dispute its due,
by entertaining every claim in its most attractive light, and that in turn
demands a special effort of imagination. The discipline of opinion-writing is
thus a goad to the imagination, and the greater the distance of the writer from
the original conflict in a case, the more valuable this discipline becomes as a
guard against the relaxation of his imaginative powers: which is why it is
especially needed at the appellate level.
In many appellate courts, however, this
discipline is weaker today than it has been in the past. In part this is due to
procedural changes in court practice that permit more cases to be decided with
no opinion or only an unpublished one--changes intended to increase the number
of disputes that a court can decide in a given period of time. But a more
important cause of the weakening of this discipline has been the growing
tendency of appellate judges to work by editing draft opinions prepared for
them by their clerks instead of writing
opinions themselves ... [E]diting does not in general make as strong a demand
on the imagination as original composition.
ANTHONY T.
KRONMAN, THE LOST LAWYER: FAILING IDEALS OF THE LEGAL PROFESSION 330-31 (1995)
(footnotes omitted).
[FN101]. See Carpenter, supra note 98, at 236. See generally
Hinderks & Leben, supra note 15 (noting that no-citation rules are just
what the name implies--they prohibit the citation of unpublished opinions).
[FN102]. See Carpenter, supra note 98, at 240 ("If
unpublished opinions are to be treated in the traditional common law fashion,
then they constitute a source of the first rank; that is, binding authority
within the jurisdiction of the deciding court. These unpublished opinions
should be citable if they are binding authority.").
[FN103]. As with vacatur and selective publication, a detailed
discussion and analysis of depublication is beyond the scope of this Article.
For a presentation on depublication, its history, usage rate, advantages and
disadvantages, scope, and the debate surrounding its use, see Barnett, supra
note 94; Dubois, supra note 99; Joseph R. Grodin, The
Depublication Practice of the California Supreme Court, 72 CAL. L. REV. 514
(1984); Slavitt, supra note 24; and Uelmen, Publication and
Depublication, supra note 97.
[FN104]. See Uelmen, Losing Steam, supra note 99, at 43-44.
[FN105]. See id. at 44; Dubois, supra note 99. Related to the
vacatur, selective publication, no-citation, and depublication problems is the
increased issuance of appellate decisions "without comment" and the
decreased use of oral argument in appellate cases. Both of these tactics
distort precedent. See William C. Smith, Big Objections to Brief Decisions,
A.B.A. J., Aug. 1999, at 34, 36 (noting that "[l]ast year, the federal
appeals courts disposed of 25,020 appeals on the merits. About six percent of
the total were disposed of without comment, meaning the court did not expound
the law as applied in the case, or did not explain the reasons for the
ruling"); Stephen R. Barnett, The Death of Oral Argument, CAL. LAW., June
1990, at 45, 46 (noting how the California Supreme Court votes on cases before
oral argument and "[b]y the time of oral argument, the shooting is all but
over"); Carpenter, supra note 98, at 255 n.55 (noting the
"increasingly frequent cases where the court hears no oral argument and
issues an unpublished opinion based solely on the briefs").
[FN106]. See Resnik, Whose Judgment?, supra note 92, at 1493 n.84
("Courts have generally interpreted the common law ... right of access to
courts to apply, in civil cases, [only] to
pleadings, motions and the documents presented in support of them, exhibits
submitted at trial, and court transcripts of hearings, all of which are
presumptively open to the public."). See generally Arthur R. Miller, Confidentiality,
Protective Orders, and Public Access to the Courts, 105 HARV. L. REV. 427
(1991).
[FN107]. See Resnik, Whose Judgment?, supra note 92, at 1493 n.85.
[FN108]. Nault's
Auto Sales, Inc. v. American Honda Motor Co., 148 F.R.D. 25 (D.N.H. 1993) (criticizing the seemingly unchecked sealing of
pleadings).
[FN109]. For an insightful account and discussion of this topic,
see Ralph Nader's and Wesley Smith's book "No Contest." NADER &
SMITH, supra note 57, at 60-99. See also John Gibeaut, Secret Justice, A.B.A.
J., Apr. 1998, at 50; Resnik, Whose Judgment?, supra note 92, at 1493-94.
[FN110]. Nader and Smith remind us that "information is
power" and that "[i] n order for people to make informed decisions about
how they will conduct their lives, about which products to purchase and which
to avoid, about which companies to patronize, and the like, they need access to
information." NADER & SMITH, supra note 57, at 61.
[FN111]. See, e.g., id. at 60-75.
[FN112]. See, e.g., id.; Sunshine in Litigation Act: Hearing on S.
1404 Before the Senate Subcomm. on Courts and Admin. Practice of the Senate
Comm. on the Judiciary, 103d Cong., 2d Sess. (1994). Sybil Niden Goldrich,
cofounder of Command Trust Network (an organization that provides information
to women with breast implants), stated:
[T]he legal staffs of the manufacturers
understood their power. They fought using a strategy that required each
plaintiff to reinvent the wheel. They knew that an ailing woman could be
coerced into unconscionable settlements. They fought until the cost of
litigation increased to such a level that lawyers had to capitulate.
Id. See
also Brian T. FitzGerald, Sealed
v. Sealed: A Public Court System Going Secretly Private, 6 J. L. & POL. 381
(1989) (arguing against sealing).
[FN113]. To list a few examples from film and television: L.A. Law
(NBC television broadcast commencing 1987); THE VERDICT (Twentieth Century Fox
1982); Ally McBeal (Fox television broadcast commencing 1998); A FEW GOOD MEN
(Columbia 1993); KRAMER VS. KRAMER (Columbia 1979). Some book and novel
examples include: SCOTT TUROW, PRESUMED INNOCENT (1987); HARPER LEE, TO KILL A MOCKINGBIRD (1960); JONATHAN HARR, A CIVIL
ACTION (1995); TOM WOLFE, THE BONFIRE OF THE VANITIES (1987).
[FN114]. See CHARLES W. WOLFRAM, MODERN LEGAL ETHICS at 593 (1986)
("Most lawyers spend little time in courtrooms, and a large percentage
spend their entire practice without litigating a case. The dominance of
litigation in the public mind reflects history, not present reality.").
[FN115]. See Kevin C. McMunigal, The
Costs of Settlement: The Impact of Scarcity of Adjudication on Litigating
Lawyers, 37 UCLA L. REV. 833, 838-39 nn.15, 17-19 (1990) (and authorities cited therein).
[FN116]. See id.; see also Kleiner, supra note 6, at 90 ("Just
a fraction of legal matters are ultimately resolved in court.").
[FN117]. McMunigal, supra note 115, at 840.
[FN118]. Id. at 870.
[FN119]. Id. at 840. See also Resnik, Failing Faith, supra note
47, at 522 ("With the new procedural opportunities [created by the 1938
Federal Rules of Civil Procedure] came a
new set of lawyers, 'litigators,' who did their work (motions, depositions and
interrogatory practice) during the pretrial process and who were to be
distinguished from 'trial lawyers,' who actually conducted trials."). See
generally Jonathan T. Molot, How
Changes in the Legal Profession Reflect Changes in Civil Procedure, 84 VA. L.
REV. 955 (1998).
[FN120]. See McMunigal, supra note 115, at 841 n.23. McMunigal
notes:
Large scale, massive, multi-party
litigation frequently involves extremely complex and detailed factual disputes.
Such cases have spawned a generation of lawyers who have spent years engaged in
reviewing documents, litigation motions about the scope of discovery and
answering interrogatories. These discovery lawyers know the ins and outs of the
Federal Rules of Discovery. But these discovery lawyers seldom try cases and,
unfortunately, often do not know how to try a case effectively. Their skills
are not the skills of the experienced trial lawyer.
Id.
[FN121]. See id. at 853-55 and accompanying notes.
[FN122]. For an excellent discussion on the arrival, growth and
transformation of the large corporate law firm, see MARC GALANTER & THOMAS PALAY, TOURNAMENT OF LAWYERS: THE
TRANSFORMATION OF THE BIG LAW FIRM (1991); KRONMAN, supra note 100, at 271-314.
See also LINCOLN CAPLAN, SKADDEN: POWER, MONEY, AND THE RISE OF A LEGAL EMPIRE
(1993) (detailing the history, development and rise to power of the Skadden law
firm in New York).
[FN123]. See BARBARA A. CURRAN & CLARA N. CARSON, THE LAWYER
STATISTICAL REPORT: THE U.S. LEGAL PROFESSION IN THE 1990s 8 (1994). See also
ROBERT GRANFIELD, MAKING ELITE LAWYERS 5 (1992) (reporting that half of UCLA
Law School graduates in 1986 entered law firms employing more than 50 lawyers
and that 14% of law school graduates entering private practice in 1987 did so
with firms of 100 or more attorneys); GALANTER & PALAY, supra note 122, at
46 (tracing the growth in large law firms from the 1950s to the 1990s).
[FN124]. See Lewis A. Kornhauser & Richard L. Revesz, Legal
Education and Entry Into the Legal Profession: The Role of Race, Gender, and
Educational Debt, 70 N.Y.U.L. REV. 829, 839 (1995)
(noting that in the practice of law "there [has been] a marked shift to
practice in larger settings"); Barbara A. Curran, American Lawyers in the
1980s: A Profession in Transition, 20 L. & SOC'Y REV. 19 (1986) (indicating
that lawyer demographics show an increasing trend of lawyer employment in group
settings and a decline in solo practice).
[FN125]. KRONMAN,
supra note 100, at 272-73. See also Bryant G. Garth, Legal
Education and Large Law Firms: Delivering Legality or Solving Problems, 64 IND.
L.J. 433, 433 (1989) ("Large law firms are
the most successful institutional component of the American legal profession
according to the criteria of economic prosperity, proximity to the corridors of
economic and political power, and the influence exerted on the legal profession
generally.").
[FN126]. For an excellent example, see Patrick J. Schiltz, Legal
Ethics in Decline: The Elite Law Firm, the Elite Law School, and the Moral Formation
of the Novice Attorney, 82 MINN. L. REV. 705, 720-22 (1997) (detailing the mentoring and training Professor Schiltz
received at his firm as a young attorney).
[FN127]. See, e.g., CAPLAN, supra note 122, at 191-206 (suggesting
that the Skadden firm's various pro bono activities, while touted as a way to
give back to the community and provide legal training, were in reality a
strategy by the firm to enhance its public image and thereby increase profits).
[FN128]. See John J. Curtin, Jr., Civil Matters, A.B.A. J., Aug.
1991, at 8 ("The law is edging
ever closer to being a business rather than a profession, a development which emphasizes the bottom line
above all other concerns."); GALANTER & PALAY, supra note 122, at 2-3
("[Although] laments about commercialization and the loss of professional
virtue have recurred regularly for a century ... there is something different
this time around. The present ""crisis' is the real thing.")
(footnote omitted); GLENDON, supra note 1, at 6 (noting the increasing
prevalence of the view "that law is a business like any other; and that
business is just the unrestrained pursuit of self-interest"); Carl T.
Bogus, The
Death of an Honorable Profession, 71 IND. L.J. 911, 913 (1996) ("[T]he practice of law is suffering from increased
commercialization."); NADER & SMITH, supra note 57, at 233
("[M]oney seems to drive the corporate legal culture, creating a
bottom-line mentality under which what is best for the financial interests of
the law firm is confused with what is best for the legal needs of the client.").
[FN129]. See Schiltz, supra note 126, at 739-46. See also Debra
Baker, Cash- and-Carry Associates, A.B.A. J., May 1999, at 40-44 (detailing the
lack of mentoring and training for today's junior litigators). In the March
1989 issue of the California Lawyer, it was reported that many California firms
are using outside consultants for training in trial skills. See Paul D.
Freeman, Teach the Associates Well, CAL. LAW., Mar. 1989, at 77. However,
McMunigal suggests that while the articulated reason for using such consultants
is "efficiency," an alternative
explanation may be that even the partners in today's law firms lack the
necessary trial skills to provide such training. McMunigal, supra note 115, at
852 n.82. See also NADER & SMITH, supra note 57, at 251 ("Partners
will not 'waste time' training associates because it takes away from billable
work. That leads to an atmosphere where money is the most important
thing.").
[FN130]. See, e.g., GALANTER & PALAY, supra note 122, at
52-53.
[FN131]. In working for and litigating against large corporate law
firms, the authors have seen many such examples. Interestingly, there are even
cold, calculating mathematical formulas that such firms use to measure
profitability and performance. See, e.g., Ward Bower, Practice Management and
Profitability (visited Jan. 2, 2000) <http://
www.altmanweil.com/publications/articles/economic_financial_ management/efm3a.htm>
(located on the website of Altman Weil, Inc., a global consulting firm to the
legal profession). This web page contains a report listing and discussing a
formula that measures law firm profitability based upon such factors as the ratio
of associates to partners, the "blended" hourly billing rate, the
number of client hours recorded, etc.
[FN132]. See Schiltz, supra note 126, at 739-740. See also Carrie
Menkel- Meadow, Culture
Clash in the Quality of Life in the Law: Changes in the Economics,
Diversification and Organization of Lawyering, 44 CASE W. RES. L. REV. 621,
629-34 (1994) (discussing the large corporate law
firm, and in particular its increased emphasis on "billable hours");
Terry Carter, Superstars or Falling Stars?, A.B.A. J., Aug. 1998, at 28
(putting the current billable hour "gold standard" at corporate law firms
at 2400 hours per year); KRONMAN, supra note 100, at 281 (noting that many
large firms "operate around- the-clock with a twenty four hour secretarial
staff"); NADER & SMITH, supra note 57, at 235 ("Corporate
attorneys in big firms 'are under intense pressure to bill as many hours as
possible and are strongly motivated to maximize their hours by fair means or
foul.
As McMunigal notes, such an institutional
structure "may create pressures for lawyers to file meritless cases to
generate hourly fee work in discovery and motion practice." McMunigal,
supra note 115, at 864. He also notes that pretrial maneuvering, including
discovery, has now become the "main event" in many lawsuits. Id. at
869.
[FN133]. See Schiltz, supra note 126, at 741; NADER & SMITH,
supra note 57, at 251 ("Often, the lawyers who made partner weren't the
skilled professionals but the best rainmakers, who know how to bill and work a
cocktail hour to garner clients.").
[FN134]. See Schiltz, supra note 126, at 743.
[FN135]. See id. at 744.
[FN136]. See id. at 741.
[FN137]. See supra notes 117-18 and accompanying text quote by
Professor McMunigal.
[FN138]. See McMunigal, supra note 115, at 873. McMunigal notes:
One frequently voiced claim for settlement
is that the processes which lead to it take less of a psychological and
emotional toll on the parties to [the] litigation. If this is true, then
perhaps settlement may take less of a psychological and emotional toll on
lawyers as well. Some litigators complain that their professional lives are
consumed by conflict and negativism, that litigation is, at heart, a
relentlessly destructive enterprise, dominated by efforts to find and exploit
vulnerabilities in others, while tenaciously warding off similarly driven
efforts by opponents. The pursuit of reasonable grounds for settlement can
offer litigators a break from all this.
Id.
McMunigal furthermore makes the point that when the number of civil trials declines, litigators' advocacy skills
atrophy. This degeneration process in turn distorts not only the trial skills
of litigators, but also the settlement process. In other words, litigators
without adequate trial experience are less able to accurately evaluate cases
and are more likely to settle out of fear of their own inadequacy. See id. at
855-62; see also G. Thomas Eisele, The Case Against Mandatory Court-Annexed ADR
Programs, 75 JUDICATURE 34, 40 (June-July 1991) (Judge Eisele notes that
"lawyers with limited trial skills will ordinarily prefer a procedure that
is less demanding.").
[FN139]. See Warren E. Burger, Some Further Reflections on the
Problem of Adequacy of Trial Counsel, 49 FORDHAM L. REV. 1, 1 (1980) ("[A]
broad consensus has now emerged that a significant problem concerning the
quality of a substantial number of lawyers' performances in the trial courts
does indeed exist."); Malcom Richard Wilkey, A Bar Examination for Federal
Courts, 61 A.B.A.J. 1091, 1091 (1975) (commenting on the "inability of a
startling percentage of lawyers to try a lawsuit"); Rubin, supra note 30,
at 649 ("Today appeals involve records of thousands of pages and briefs
arguing dozens of issues.").
[FN140]. See supra notes 64-67 and accompanying text.
[FN141]. See Edward Brunet, Questioning
the Quality of Alternate Dispute Resolution, 62 TUL. L. REV. 1, 13 (1987); Kevin R. Casey, Alternate Dispute Resolution and Patent
Law, 3
FED. CIRCUIT B.J. 1, 5 (1993).
[FN142]. See, e.g., Borzou Daragahi, Environmental ADR: Demand for
Arbitration Raises Practical Concerns, N.Y.L.J., Sept. 8, 1994, at 5; Schroder,
supra note 64, at C14.
[FN143]. See supra note 52.
[FN144]. Robert T. Kenagy, Whirlpool's
Search for Efficient and Effective Dispute Resolutions, 59 ALB. L. REV. 895,
897 (1995).
[FN145]. See id. at 898.
[FN146]. See id.
[FN147]. See id.
[FN148]. See generally Edward J. Higgins, Gone
But Not Forgotten: Manufacturers'
Post-Sale Duties to Warn of Recall, 78 MICH. B.J. 570, 571 (1999) (discussing manufacturers' continuing duty to warn
consumers about dangerous defects in products discovered after the product is
placed into the stream of commerce).
[FN149]. See, e.g., Fed.
R. Civ. P. 26(c)(6)-(7) (trade secret material
can be sealed "for good cause" as "justice requires"). See
generally Gibeaut, supra note 109.
[FN150]. See 8 charles Alan Wright et al., Federal
Practice and Procedure § 2044.1 (2d ed. 1994) ("Modification of Protective
Orders"). See generally Gibeaut, supra note 109.
[FN151]. Arthur H. Bryant, Letters, A.B.A. J., June 1998, at 10.
[FN152]. See JUDICIAL CONFERENCE OF THE UNITED STATES, LONG RANGE
PLAN FOR THE FEDERAL COURTS 71 (1995). It states:
Private forums should be encouraged, but
the federal courts must not shed their obligation to provide public forums for
disputes that need qualities that federal courts have traditionally provided,
including at a minimum a neutral and competent decision-maker and the
protection of weaker parties' access to
information and power to negotiate a dispute.
See also
Fiss, supra note 6, at 1077 ("We count, however, on the guiding presence
of the judge, who can employ a number of measures to lessen the impact of
distributional inequalities [between the parties].").
[FN153]. Both authors have witnessed such assistance by judges in
business cases at both the state and federal level.
[FN154]. See Peter F. Blackman, Arbitration Suit Asserts
Constitutional Arguments, NAT'L L.J., Feb. 27, 1995, at B1, B2; Richard C.
Rueben, Reforming ADR, CAL. LAW., Feb. 1998, at 31; and Michele Marcucci,
Freeing ADR, CAL. LAW., Feb. 1998, at 29, 70-75. Other areas of concern with
respect to private ADR are the lack of an adequate record, the unchecked power of
arbitrators, and the difficulty in challenging an arbitration award. See
Bird v. Shearson Lehman/Am. Express, Inc., 926 F.2d 116, 123-24 (2d Cir. 1991) (Kearse, J., dissenting). Judge Kearse noted that AAA's
commercial arbitration rules only require the arbitrator to put his or her
award in writing, not to provide an explanation for the decision.
In
1988 congressional hearings on arbitration reform, a securities industry
spokesman noted that arbitrators in the industry are regarded as being free to
grant or deny awards without complying with applicable legal standards ... [The] arbitrators frequently
made decisions that did not reflect legal standards but rather sought to do
rough justice.
Id. at 124
(citation omitted).
[FN155]. The securities industry is notorious for doing this. In
the past it has supported the system of specialist arbitration and even
subsidized the cost of arbitration. See Susan Antilla, Brokerage Firms Steer
Dissatisfied Customers Away From Court, but in Only One Direction, N.Y. TIMES,
May 12, 1995, at A29. According to one observer, "Christians had a better
chance against the lions than many investors and employees will have in the
climate being created now." Margaret A. Jacobs & Michael Siconolfi,
Losing Battles: Investors Fare Poorly Fighting Wall Street--And May Do Worse,
WALL ST. J., Feb. 8, 1995, at A1. See also Barbara Presley Noble, At Work:
Attacking Compulsory Arbitration, N.Y. TIMES, Jan. 15, 1995, at F21.
Those with grievances and their
representatives say the industry picks its arbitrators from a Wall Street 'old
boy' network that is especially unlikely to look favorably on discrimination
claims, requires little-to-no knowledge of employment law, conducts its
operations in secret and explicitly tells its mediators they neither have to
follow the law nor explain their decisions.
Id.
[FN156]. See Marc
Galanter, Why the "Haves" Come Out Ahead: Speculations on the Limits
of Legal Change, 9 L. & SOC'Y REV. 96 (1974) (comparing the structural
advantages of institutional litigants, or "repeat players," to
"one- shot" litigants). Galanter notes that institutional litigants
are typically those organizations that: (1) engage in frequent litigation; (2)
are more concerned with long-range goals than with the outcome of a particular
case; and (3) have the political and economic resources necessary to support
their larger interests. See id. at 97-104. Galanter and others also note that
businesses are the classic "repeat players" in the legal system and
as such, are able to use their experience as "repeat players" to
their advantage. See id.; see also Nancy H. Rodgers & Craig A. McEwen, Employing
the Law to Increase the Use of Mediation and to Encourage Direct and Early
Negotiations, 13 OHIO ST. J. ON DISP. RESOL. 831, 839 (1998).
[FN157]. See David Luban, Settlements and the Erosion of the
Public Realm, 83 GEO. L.J. 2619, 2625 (1995).
Whenever disputants rely on the final and
public judgment of a court to resolve their controversy, they enhance the
court's claim as an authoritative resolver of controversies. However, when
disputants turn elsewhere for resolution--private arbitration, nonjudicial
government agencies, or private bargaining--the salience of adjudication fades
and the authority of courts weakens.
Id. See
also Lauren K. Robel, Private
Justice and the Federal Bench, 68 IND. L.J. 891, 894 (1993) (contending that the increased use of private justice by
litigants undermines the authority of the federal courts).
[FN158]. See, e.g., Reuben, supra note 52, at 55 (noting that fees
charged by JAMS rent-a-judges range from $350 to $500 per hour). Presumably,
only wealthy businesses and litigants can afford such rates, thereby creating a
two- tier system of justice--one for the "haves" and another for the
"have-nots."
[FN159]. Robert L. Haig & Steven P. Caley, How Clients Can Use
Federal Court ADR Methods to Achieve Better Results, 5 FED. LITIG. GUIDE REP.
193, 194 (1994).
[FN160]. See James Podgers, Chasing the Ideal: As More Americans
Find Themselves Priced Out of the System, the Struggle Goes on to Fulfill the
Promise of Equal Justice for All, A.B.A. J., Aug. 1994, at 56, 61 (analogizing
the harm to public education due to loss of public support to the potential
harm to the public court system if the big players exit the system for private
ADR).
[FN161]. Justice Moses
Harrison, Keynote Address at the 1996 Illinois Supreme Court dinner (1996),
quoted in LUCILLE M. PONTE & THOMAS D. CAVENAGH, ALTERNATIVE DISPUTE
RESOLUTION IN BUSINESS 329-30 (1999). Charles Carpenter also notes that with
respect to the issue of selective publication and no- citation rules, they
"add to [a hostile perception of the courts] by increasing the aura of
secrecy over the functioning of the judicial branch and by strengthening the
perception that the judiciary is not accountable." Carpenter, supra note
98, at 254.
[FN162]. We know, for example, that only a fraction of cases are
resolved by trial. See, e.g., supra notes 114-15 and accompanying text. Thus,
if we assume that 95% of all business cases are settled or otherwise disposed
of before trial, and if, of the remaining five percent, half (or more) are
denied precedential value due to selective publication, vacatur, or
depublication, then by the end of the process few cases remain with which to
grow and develop our contemporary body of commercial common law in a meaningful
way.
[FN163]. John K. Van de Kamp & Richard Jacobs, Reducing Time
to Trial: The Trial Court Delay Reduction Act of 1986, 1 CAL. LITIG. 9, 9
(1987); see also Johnson, supra note 34, at 230 ("The notion that justice
delayed is justice denied has repeatedly been recognized and confirmed.").
[FN164]. See Johnson, supra note 34, at 235-37 (discussing the
proliferation of rocket docket programs); Friedrichs, supra note 34, at 445-54
(discussing one of California's many fast track programs in San Diego County).
[FN165]. See supra note 80 and accompanying text.
[FN166]. See Joan B. Carey, Court Reform: Consolidation of the
State's Courts: Judge Kaye's Proposal, 4
CITY LAW 25 (Mar./Apr. 1998) (describing the
court consolidation movement in New York's state courts); David Kline, George
Hails Overwhelming Passage of Court Consolidation Measure, METROPOLITAN
NEWS-ENTERPRISE, June 4, 1998, at 3 (describing the court consolidation
movement in California's state courts); see, e.g., Renee Deger, In Brief,
RECORDER, Aug. 3, 1998 (same).
[FN167]. See supra note 84. See also STATE OF CALIFORNIA
COMMISSION ON JUDICIAL PERFORMANCE ANNUAL REPORT 17 (1998) (noting that in 1998
eleven judges received an advisory letter or discipline for decisional delay,
tardiness, or other dereliction of duty); A. John Pelander, Judicial
Performance Review in Arizona: Goals, Practical Effects and Concerns, 30 ARIZ.
ST. L. J. 643, 645, 651 (1998) (noting that over
the past two decades the concept of evaluating judicial
performance--which includes managerial skills and punctuality--has been adopted
in a number of jurisdictions and that there is a growing trend in that
direction); Jona Goldschmidt, Merit
Selection: Current Status, Procedures, and Issues, 49 U. MIAMI L. REV. 1, 18
(1994) (noting the recommendation that judicial
performance commissions develop judicial evaluations based on criteria such as
docket management and prompt case disposition).
[FN168]. See Irving R. Kaufman, Reform
for a System in Crisis: Alternative Dispute Resolution in the Federal Courts,
59 FORDHAM L. REV. 1, 17- 22 (1990) (describing
court-annexed arbitration).
[FN169]. See id. at 13-17 (describing the summary jury trial);
Ponte, supra note 45, at 1069-84.
[FN170]. Effective in 1997, Congress increased the jurisdictional
amount for diversity cases from $50,000 to $75,000. See John Flynn Rooney, U.S.
Jurisdiction Limit Increases to $75,000, CHI. DAILY LAW BULL., Jan. 16, 1997,
at 1. See also 28
U.S.C. § 1332 (1999).
[FN171]. See Rochelle C. Dreyfuss, Forums
of the Future: The Role of Specialized
Courts in Resolving Business Disputes, 61 BROOK. L. REV. 1 (1995) (discussing the trend toward adjudicating business
disputes in specialized tribunals). But for a countervailing view of the merits
of specialized business courts, see Jeffrey W. Stempel, Two
Cheers for Specialization, 61 BROOK. L. REV. 67 (1995).
[FN172]. See generally KENNETH W. CLARKSON ET AL., WEST'S BUSINESS
LAW 477- 78 (1992) (discussion illustrating the wide latitude that courts now
give to forum selection and choice of law clauses); SCHAFFER ET AL., supra note
25, at 111 (same). Further, state adoption of section 1-105 of the Uniform
Commercial Code, which provides that parties may chose the law that will govern
the contract so long as their choice bears a "reasonable relation" to
the selected state, was obviously an important step toward increasing
uniformity and comity in the choice of law area. See U.C.C. § 1-105 (1995).
[FN173]. See Eric K. Yamamoto, ADR: Where Have the Critics Gone?, 36
SANTA CLARA L. REV. 1055, 1057 (1996) (noting
reduced discovery as a reform measure designed to reduce court caseloads and
address criticism about waste and delay).
[FN174]. See, e.g., Robert W. Phillips, Note, Cass County Music
Co. v. C.H.L.R., Inc.: Law,
Equity, and the Right to Jury Trial in Copyright Infringement Suits Seeking
Statutory Damages, 51 ARK. L. REV. 117, 121 (1998)
(noting that the Eighth Circuit Court of Appeals has held there is a right to a
jury trial on both the issues of infringement and the determination of the
amount of a "basic" statutory damages award, while other circuit
courts of appeals have adopted a conflicting view).
[FN175]. See supra notes 59-63 and accompanying text.
[FN176]. See, e.g., KRONMAN, supra note 100, at 275 (noting how
the law has become "more specialized").
[FN177]. See supra note 61.
[FN178]. See supra note 62.
[FN179]. For example, with respect to U.S. district court judges,
40.7% of President Clinton's appointees came from a prosecutorial background.
For Presidents Bush, Reagan and Carter, the figures are 39.2%, 44.1%, and
38.1%, respectively. See Goldman & Slotnick, supra note 61, at 275 tbl. 3.
[FN180]. When we say,
"communicated in the courtroom," the following is an example that the
authors have experienced in many of California's state and federal courts: Due
to the complexity of most business cases, a two, three or even four-week trial
is not uncommon. When the court learns that the case will take that long to
try, statements to the effect of, "Three weeks! We don't have that kind of
time, staff or resources in this building to devote to your case" are not
unheard-of. When counsel resists efforts to be diverted into arbitration or mediation
and insists on a trial, he or she will often quickly find their case has become
a member of a disfavored class. In other words, you pay for your insistence
through delay; the court will put your case at the back of the line. Moreover,
when the trial finally takes place, the judge's or court personnel's
frustration with having to try the case is usually somehow communicated to the
jury.
[FN181]. See supra notes 117-18 and accompanying text.
[FN182]. A review of the National Center for State Courts' Course
Calendar web page, Year 2000 Course Calendar (visited Jan. 3, 2000) <http://
www.ncsc.dni.us/icm/2000cat/icm2000.htm>, and the Federal Judicial Center's Education
L.C.W. web page, Education Materials for Court Personnel (visited Jan. 3, 2000)
<http://www.fjc.gov/public/fjcweb.nsf/Pages/54>, reveals a wide variety of continuing education courses for
judges to hone their skills, only a handful of which appear to touch on
business and commercial cases and issues.
[FN183]. See Rubin, supra note 30, at 653.
[FN184]. See Smith, supra note 62.
[FN185]. See supra note 88 and accompanying text (noting how when
judges farm out their decision making duties courts risk becoming perceived as
impersonal institutions).
[FN186]. Excellent articles exist with respect to the issue of fee
shifting, particularly those that have modeled fee shifting regimes in an
effort to gauge their impact on litigation and settlement. For a representative
sampling, see Symposium, Attorney Fee Shifting, 47 LAW & CONTEMP. PROBS. 1
(Winter 1984). See also Keith N. Hylton, Fee
Shifting and Predictability of Law, 71 CHI.- KENT L. REV..... 427, 445-47
(1995) (noting that under a two-way fee shifting
scheme, there is an incentive to litigate rather than settle a dispute); Robert
S. Miller, Attorneys'
Fees for Contractual Non-Signatories Under Civil Code Section 1717: A Remedy in
Search of a Rationale, 32 SAN DIEGO L. REV. 535, 541 (1995) ("[F]ee-shifting might discourage settlement. Adding
the possibility of recovering fees into the
litigants' calculus of the settlement value of their cases could make
settlement less likely."). But cf. John J. Donohue III, Opting for the
British Rule, or If Posner and Shavell Can't Remember the Coase Theorem, Who
Will?, 104
HARV. L. REV. 1093 (1991); and Bradley L. Smith,
Note, Three
Attorney Fee-Shifting Rules and Contingency Fees: Their Impact on Settlement
Incentives, 90 MICH. L. REV. 2154 (1992).
[FN187]. See Bruce L. Hay, Fee
Awards and Optimal Deterrence, 71 CHI.- KENT L. REV..... 505, 514-15 (1995). Hay further notes that when the prospect of fee shifting
(or punitive damages) exists, attorneys will invest more in the litigation. See
id. at 511-13. For possible examples of this concept in action, see Barbara
Steuart, No Joke: $100 Dispute Spawns More Than $1 Million in Fees, RECORDER,
Oct. 21, 1994, at 1 (discussing a landlord-tenant dispute over a $100 fee that
yielded an attorneys' fees award of $422,258); Deane
Gardenhome Ass'n v. Denktas, 16 Cal. Rptr. 2d 816, 817, 819 (Ct. App. 4th 1993) (where the monetary value of the dispute was less than
$1800 but the court awarded $15,000 in attorneys' fees to the prevailing
party). Unfortunately, there is little empirical evidence that illustrates the
depth or severity of fee shifting and its impact on settlement and litigation.
It has been the authors' experience in California, however, that many trial
judges too easily rubber stamp the prevailing party's fee application and are
reluctant to disallow any meaningful
portion of the requested fees, especially where the client has paid them.
[FN188]. The factors that courts should utilize in determining the
amount of a prevailing party's fees sought pursuant to an attorneys' fees
provision in a contract are well summarized in Rule
1.5(a) of the Rules of Professional Conduct of
the American Bar Association. This rule provides that the factors to be considered
in determining the reasonableness of a fee request include the following:
(1) the time and labor required, the
novelty and difficulty of the questions involved, and the skill requisite to
perform the legal service properly;
(2) the likelihood, if apparent to the
client, that the acceptance of the particular employment will preclude other
employment by the lawyer;
(3) the fee customarily charged in the
locality for similar legal services;
(4) the amount involved and the results
obtained;
(5) the time limitations imposed by the
client or by the circumstances;
(6) the nature and length of the
professional relationship with the client;
(7) the experience, reputation, and
ability of the lawyer or lawyers performing the services; and
(8) whether the fee is fixed or
contingent.
MODEL
RULES OF PROFESSIONAL CONDUCT Rule
1.5(a) (1995). States have a similar provision in
their rules of professional conduct. See, e.g., Rules of Professional Conduct
of the State Bar of California
Rule 4-200 (amended 1992).
[FN189]. See, e.g.,
McGinnis v. Kentucky Fried Chicken, 51 F.3d 805, 810 (9th Cir. 1995) ("Lawyers
might reasonably spend $148,000 worth of time to win $234,000. But no
reasonable person would pay lawyers $148,000 to win
$34,000.""""). Further, California's Sixth District Court
of Appeal recently decided that all of the fees incurred after the plaintiff
rejected a reasonable but informal settlement proposal were not
"reasonably spent" on the litigation and were not compensable by the
losing parties. The client had paid more than $450,000 of the billed attorneys
fees; $520,587 was requested, but only $75,000 was awarded. Meister
v. Regents of University of California, 78 Cal. Rptr. 2d 913, 916-18 (Ct. App.
6th 1998). The authors submit that more trial
courts should follow this example.
[FN190]. See supra notes 117-18 and accompanying text.
[FN191]. As an example, one of the authors has taught M.B.A.
students for a number of years. The percentage of these students who appear to
have little interest in becoming
sophisticated users of legal services is striking. The prevailing attitude
seems to be, "That is something for my in-house counsel to worry
about." While this attitude may be unique to the author's academic
institution, we suspect that is not the case. In short, the corporate managers
of today and the future need to take more responsibility for alleviating some
of the criticisms of traditional litigation. Corporate management should stop
pressuring legal counsel to implement overly-aggressive litigation tactics,
they should stop unreasonably refusing to settle a case or pay a judgment when
their legal counsel advises them to do so, etc. In short, not all of the blame
lies with lawyers, judges and the court system.
In their thought-provoking book, No Contest,
Ralph Nader and Wesley Smith echo these concerns. See NADER & SMITH, supra
note 57, at 238 ("Clients have to watch out for both overbilling and
overlawyering.... The only thing that will slow down billing abuses is
aggressive case management by clients." (quoting John Toothman, founder of
the Devil's Advocate, and James P. Schratz, previously vice president for major
claims at Fireman's Fund Insurance Company)). Id. at 238-39 (listing several
practices that management should look for to determine whether overbilling or
overlawyering is occurring). See also id. at 252-54 (discussing alternative
billing arrangements to traditional hourly billing arrangement, such as flat
fee billing and value billing).
[FN192]. In working with in-house counsel, the authors are struck at
the manner in which many of them select outside counsel. The selection of
outside counsel is often based not on who can do the best job at the best
price, but on making certain that in-house counsel is covered in the event
things go wrong. In other words, should something go wrong, it will often be
much easier for in- house counsel to defend his or her decision to use the
corporate megafirm to the board of directors (notwithstanding such a firm's
exorbitant legal bills) than a decision to use a smaller, cheaper and perhaps
less well-known law firm.
Again, Nader and Smith voice a similar
concern:
People working for corporations become
risk averse .... They will do anything to avoid making a decision that might
cause them trouble. For example, I have never seen an [insurance] adjuster
called on the carpet for paying a legal bill--no matter how fraudulent.
However, dispute a bill and there could be trouble when the well-connected
lawyer creates a stink [with upper corporate management] about his integrity
being impugned. The typical adjuster will see this and be intimidated into
silence.
NADER
& SMITH, supra note 57, at 237-38 (quoting James P. Schratz, previously
vice president for major claims at Fireman's' Fund Insurance Company).
[FN193]. See supra notes 92-112 and accompanying text.
[FN194]. One of the authors represented a petitioner before the United
States Supreme Court where certiori was granted from a unanimous court of
appeals decision against him, and which was also deemed "not for
publication." The case before the Supreme Court, which involved the scope
of federal jurisdiction under Section
2 of the Constitution, was reversed by a
unanimous Supreme Court, leaving the decision by the court of appeals not to
publish its decision as a curious substantive and procedural anomaly. Indeed,
the author who represented the petitioner in the case, which has since been
cited hundreds of times, continues to receive queries about where other lawyers
and scholars can find the court of appeals' opinion.
[FN195]. F.B. Ames, The History of Assumpsit, 2 HARV. L. REV. (pt.
2) 53, 69 (1888).
[FN196]. See supra note 98 and accompanying text.
[FN197]. For a concurring view, see Carpenter, supra note 98, at
257 (proposing increasing the number of
appellate court judges and decreasing the size of parajudicial staff).
[FN198]. See id. at
240 ("If unpublished opinions are to be treated in the traditional common
law fashion, then they constitute a source of the first rank; that is, binding
authority within the jurisdiction of the deciding court. These unpublished
opinions should be citable if they are binding authority.").
[FN199]. See id. at 241 (noting that "experiences and
advances in technology continue to challenge [the] position ... that appellate
courts should reduce the number of published opinions" in order to
alleviate their workload concerns). Id. at 253 n.41 ("The argument that
unpublished opinions are difficult to find has lost some force with the recent
proliferation of on- line research services and circuit-specific CD-ROMS.").
[FN200]. GLENDON, supra note 1, at 198.