TAG | ethics

Jul 15, 2013

Mass. Moves to Require Technology Competence for Lawyers

For a geek like me, it was big news last August when the American Bar Association’s House of Delegates voted to amend the Model Rules of Professional Conduct to make clear that lawyers have a duty to be competent in technology. Specifically, the ABA voted to amend the comment to Model Rule 1.1, governing lawyer [...]

Bookmark and Share

Jan 16, 2012

Legal Ethics to Go, Thanks to New Bar App

A new mobile app introduced this week by the New York State Bar Association lets lawyers search and access ethics opinions from their mobile phones. The NYSBA Mobile Ethics App includes the state bar’s catalog of more than 900 legal ethics opinions, dating back to 1964.

The app allows users to search for an opinion by keyword, retrieve it by opinion number, or browse a list of categories such as “attorney advertising,” “concurrent representation” and “non-refundable retainer.” Results show both a digest of the opinion and its full text. It can notify you when new opinions are added.

The free app is available for iPhones, iPads, Android phones and BlackBerrys.

Bookmark and Share

Jul 1, 2011

ABA Ethics Panel Strikes Sensible Balance on Online Marketing

On Wednesday, the ABA Commission on Ethics 20/20 issued its initial report (PDF) on whether ethics rules should be changed to address lawyers’ use of technology for marketing and advertising.

As you may recall, when the commission first announced its plans to study this issue, it created quite a stir among legal bloggers, kicked off by a much-discussed “red alert” blog post by legal marketer Larry Bodine which began, “The ABA is quietly gathering support to choke lawyer marketing on the Internet.” (Links to the original post no longer work and I cannot find it anywhere on Larry’s blog.)

With the commission’s report now out, the headline on Karen Sloan’s National Law Journal piece today pretty much sums it up: Alarm Over ABA Study of Online Advertising Proves Unfounded. Karen quotes me in the article, saying:

Massachusetts lawyer Robert Ambrogi said that the proposals strike a “sensible balance” between the need to regulate lawyer advertising and lawyers’ ability to use technology to educate consumers.

She also quotes Kim Perret, chairwoman of the Legal Marketing Association’s task force on the issue, as praising the suggested changes and for its “restraint on the issue.”

Restraint is the operative word here. As the report’s cover letter explains:

[T]he Commission concluded that no new restrictions are necessary in this area, but that lawyers would benefit from more guidance on how to use new client development tools in a manner that is consistent with the profession’s core values.

As I said to Karen Sloan, I believe that the proposed rules strike a sensible balance between regulating lawyer advertising and promoting the use of technology to educate consumers about law and legal services. Rather than create new restrictions on advertising, the proposed rules make modest changes that help answer questions many lawyers face.

Notably, the proposed rules recognize that lawyers should be able to communicate and engage with others online without necessarily creating a prospective attorney-client relationship. Rather, that prospective would arise only when the lawyer creates a ‘reasonable expectation’ that he or she is interested in forming such a relationship.

The proposed rules also are commendable for explicitly authorizing lawyers’ use of pay-per-click and pay-per-lead Web marketing sites. In my opinion, these sites can be important tools for helping consumers find appropriate lawyers. Until now, uncertainty about ethical rules have inhibited lawyers from using them.

On another point, the proposed rules clarify a question that vexes many lawyers online, that of what constitutes an inappropriate solicitation. The rules take the sensible approach of recognizing that a website or banner ad directed to the public at large is not a solicitation. Rather, the rule suggests this definition:

A solicitation is a targeted communication initiated by the lawyer that is directed to a specific potential client and that offers to provide, or can reasonably be understood as offering to provide, legal services. In contrast, a lawyer’s communication typically does not constitute a solicitation if it is directed to the general public, such as through a billboard, an Internet banner advertisement, a website or a television commercial, or if it is in response to a request for information or is automatically generated in response to Internet searches.

Of course, these are only proposals at this point. They will be debated by the ABA House of Delegates at the association’s annual meeting in August 2012. In the meantime, the commission invites comments on these initial proposals, which are due by Aug. 31.

We do not know whether the commission’s sensible and restrained report was in response to the initial uproar or in spite of it. Either way, the commission should be commended for a job well done.

Bookmark and Share

Jan 19, 2009

Proposed Lawyer’s Code of Expert Ethics

The use of expert witnesses in litigation has skyrocketed. Have our ethics rules kept pace? I have posted an article, Proposed: A Lawyer’s Code of Expert Ethics, at the Web site of IMS Expert Services, that sets out a draft of a proposed code. The idea is to generate discussion about whether such a code is needed and, if so, what it should say. I would encourage you to add your thoughts to the discussion so far by posting a comment at the bottom of the article.

Bookmark and Share