Virtual Law Practice

Tag: Practice Management

  • Business Lessons for Lawyers:Unbundling in Other Industries

    This is an except including a checklist from my book Limited Scope Legal Services: Unbundling and the Self-Help Client, ABA LPM (2012):

    The economy does not exist in a bubble and neither should legal professionals. There are lessons to be learned from looking at ways that
    other industries have unbundled their services to create new or improved markets that adapted to changes in the global economy and the way
    consumers exercise their purchasing power.

    The Music Industry

    More than a few people in the music industry initially questioned the unbundling of music. Traditionally, a music producer would bundle a musician’s less popular recordings with the one or two singles that were commercially popular and charge a higher fee for the entire catalog of records on a CD. When iTunes presented the concept of allowing the consumer to pick and choose whichever songs he or she wanted from the hits and the not-so-popular songs, it revolutionized the way that music is purchased.

    Critics had to admit that it did not culminate in the downfall of the music industry or result in decreased sales. Instead, unbundling songs at a lower cost per purchase allowed the consumer to learn about the artists and their music offerings without making a large up-front investment in an entire album. If consumers liked the services, they would come back for the rest of the album, and the full album could always be downloaded from the iTunes store for the customers that wanted the entire recording.

    The Airlines (more…)

  • Illinois State Bar Ethics Opinion Discussing Virtual Practice

    I discovered another state bar ethics opinion related to virtual practice when researching ethics opinions for the online marketing tools book this weekend. The Illnois State Bar published Ethics Opinion No. 12-09 in March 2012 regarding multijurisdicitonal practice, choice of law issues, and unauthorized practice of law. Here is the text regarding the virtual office scenario:

    The advent of the virtual law office, or online legal practice, has raised several ethical challenges, including concerns about the unauthorized practice of law. Such issues can and should be analyzed under the framework of the Rules of Professional Conduct. See, e.g., Ohio Sup. Ct., Bd. of Comm’rs on Grievances & Discipline, Op. 2011-2 (October 7, 2011).

    In the context of a virtual law office involving lawyers from different states, each lawyer should take care that any out-of-state practice is not systematic and continuous. (more…)

  • Slides from Digital Lawyering Program

    I posted a sample of slides on Slideshare from the Tech in Law Practice session for the Digital Lawyering Program that I’m teaching online for the University of Dayton School of Law this fall. Note that this is just a sample from one of the classes, we have an entire syllabus full of different topics involving law practice technology, including all the ethics issues and best practices.

    We are using Marc Lauritsen’s book The Lawyer’s Guide to Working Smarter with Knowledge Tools as the framework for discussion and Richard Susskind’s End of Lawyers? Rethinking the Nature of Legal Services. We are also reading some of the chapters from my books and using podcasts and videos from other experts. The students have access to a virtual law firm simulation as well as several other legal tech applications for them to get hands-on, practical experience based on their future career paths and what interests them.

    Next up in the program is a session on Social Media for Lawyers.

  • Progress on New Book – Online Marketing Tools

    I wanted to provide a quick update of what I’ve been working on and what I will hopefully be sharing more of on this blog in the near future. I have been finishing up a new book on the topic of online marketing tools for lawyers. If all goes well, it should be out by the spring.

    In the course of researching for this project, I’ve studied and registered for accounts with companies that provide online legal services to the public and seek to collaborate with lawyers. This process has only increased my excitement and optimism about the future of online delivery. The book covers the many ethics questions that come up with respects to these models and provides best practices for lawyers to follow. However, the focus is on lawyer collaboration with the new models of online delivery.

    These companies have found ways to engage with the public in a larger online conversation about the law and legal services in a way that the legal profession has not succeeded in doing. Our existing rules of advertising and different state restrictions on various online models of advertising have caused many lawyers to continue to stay out of the online conversation.

    This is not good for the public because it limits their awareness of and ability to find qualified legal assistance, and it keep our profession isolated from understanding the needs of our clients. The book looks at how lawyers may create a different kind of marketing strategy by working with rather than ignoring or trying to compete with these third-party platforms for legal service delivery. This strategy will generate leads for a lawyer’s practice, giving them a competitive edge over firms that do not engage with the public online. But it may also serve the purpose of improving public opinion about lawyers and the legal profession. (more…)

  • Technology to Unbundle Legal Services

    Next week I will join Forrest “Woody” Mosten, Sue Talia, and Richard Granat for an ABA CLE webinar entitled “Unbundling in the 21st Century: Growing Your Practice with Limited Scope Representation.” I am most excited about the conclusion to this webinar where Mr. Mosten, the “grandfather” of unbundling, will discuss where he sees this delivery method going in the future.

    Please join us if you are interested in this topic. Most virtual law practices implement some form of unbundled service delivery so it’s important to understand the ethics issues and best practices that go along with it. For example, below is an excerpt from my book, Limited Scope Legal Services: Unbundling and the Self-Help Client, that discusses some of the technology that may be used in unbundling.

    Excerpt from Beginning of Chapter Seven: Using Technology to Unbundle Legal Services

    NEW DEVELOPMENTS IN INTERNET technology have made it even more efficient for a law firm to offer unbundled legal services. A law firm can employ different forms of Web-based applications that can be delivered over the Internet, depending on how much it wants to automate the unbundling process for greater efficiency in delivery. These tools may be used to generate legal work product or to provide decision-making tools to guide and assist a lawyer working with a client’s case. (more…)

  • Virginia Disciplinary Case on Misleading Lawyer Advertising

    A recent disciplinary case out of Virginia addresses the issue of a lawyer’s use of misleading online advertising and references “virtual” law offices. In fact, the objectionable actions taken by the lawyer are those that could apply to any lawyer or law firm that has a website or any online presence. It is not in fact related to the online delivery of legal services, but to lawyer advertising in general.

    The practitioner’s website and other forms of advertising stated that the firm included multiple attorneys, one  devoted to each practice area. These attorneys were actually independent contractors of the firm and each listed that they covered multiple practice areas. At the request of the Bar, the lawyer made changes to his agreements with the lawyers to make them full employees of the firm and amended the lawyer’s profiles on his website to correctly state all of the areas of law that they handled. Other advertisements stated that the firm had six offices in Virginia as well as in other states. Five of those offices were temporary, leased office space.

    The case does not go into detail about the firm’s practice management system, but states that the lawyer claims the client files are “secured electronically” which indicates they are using a cloud-based system to coordinate work among the lawyers in the firm. The lawyer also amended his website to explain the nature of the temporary, leased office space as “client meeting location” rather than permanent offices.

    Of all of the above grievances that were noted and responded to by the lawyer, the court in this case found that the lawyer was in violation of Virginia Rule of Professional Conduct 7.4 regarding communication of the fields of practice and certification, which requires compliance with 7.1 (related to misleading advertising). He was given public reprimand without terms for the violation.

    This disciplinary action raises interesting questions about law firms that outsource legal work to temporary lawyers for hire. Axiom is an example of a practice that leases lawyers to other firms to handle specific work. May these temporary, virtual practitioners be used by the firm for advertising purposes to hold out to the public that the firm provides legal assistance covering more practice areas than their permanent employees may cover? Or that the firm covers jurisdictions where those temporary lawyers are licensed but the primary law firm members are not?

    The Commission on Ethics 20/20 has asked for feedback regarding changes to Model Rule 5.5 and whether any are needed to address the concept of “virtual presence” under the UPL rule. How does the use of temporary virtual lawyers factor into this analysis?

    I am currently writing a book for the ABA/LPM on the topic of online marketing tools for lawyers and am researching the topic of how lawyers must comply with Model Rule 7.1 when using online forms of advertising. My opinion is that if you are going to be using temporary, outsourced lawyers and leased office space in multiple states, that it would be a violation of the Rules to misstate the nature of this law firm structure to the public in any advertising, online or traditional.

    But “misleading” is one thing and “giving them more info than they need to know” is another. Where do we draw the line in notifying the public about our business decisions and the business structures of our law firms?  How do we measure the potential harm to a public that is empowered to search online for alternative sources for legal assistance? [For the record, I am not disagreeing with the Virginia decision referenced above. I am merely posing a general question about the nuances of the term “misleading” in MR 7.1.]

    I think the core question is what is misleading to the public under Rule 7.1? It sounds like such a simple question, but lawyers love to complicate things so this won’t be the last time we will hear about these issues. (In fact, North Carolina recently published a draft ethics opinion discussing some of the these same issues related to false advertising of a lawyer’s law firm location and size.)

    Again, while virtual law firms obviously need to be hyper aware of online lawyer advertising restrictions, these new trends in law firm staffing, remote workers, and the use of cloud computing to connect practitioners across jurisdictions is applicable to all law firms, not just those that are delivering their legal services online to clients.

    [Thanks to Brock Rutter for sharing the Legal Profession Blog post about this with the elawyering task force listserv. Also, check out Bob Ambrogi’s post on this case on his LawSites blog.]

  • NC Proposed Ethics Opinion – Use of Leased Time-Shared Office Address

    There is a proposed North Carolina ethics opinion that may affect virtual practitioners who use leased time-shared offices or PO Boxes as addresses because they work from home or only need to meet with clients infrequently.

    Proposed 2012 Formal Ethics Opinion 6 “Use of  Leased Time-Shared Office Address or Post Office Address on Letterhead and Advertising” was considered by the NC State Bar Ethics Committee at their meeting on July 19, 2012. The proposed opinion will be published in the next issue of the State Bar’s Journal and public comments will be accepted. Depending on the feedback received, the Committee will either adopt the opinion or decide whether to drop or revise it before meeting again.

    For those of you familiar with the “bona fide office” rules of some states, the questions raised in the proposed opinion will ring a bell. (more…)

  • Webinar: How You Can Deliver Legal Services Online, ALI-CLE

    I’ll be teaching a CLE about how to deliver legal services online this Thursday, August 16th from 1-2:30pm EST for ALI-CLE and co-sponsored by the ABA Law Practice Management Section. A copy of my Virtual Law Practice book in ebook format comes with the program. We’ll cover the following topics: Introduction to virtual law practice; Options for setting up your virtual law office including: case studies, document assembly and automation, and multijurisdictional law firms; technology and understanding security issues of virtual law practice; and Ethical concerns and best practices in online legal services.

  • California Publishes New Ethics Opinion on Virtual Law Offices

    UPDATE: The State Bar of California has published its formal ethics opinion on virtual law offices, No. 2012-184. I wrote a post on the proposed draft of this opinion that came out this past spring.

    The summary reads:

    As it pertains to the use of technology, the Business and Professions Code and the Rules of Professional Conduct do not impose greater or different duties upon a VLO practitioner operating in the cloud than they do upon an attorney practicing in a traditional law office. While an attorney may maintain a VLO in the cloud where communications with the client, and storage of and access to all information about the client’s matter, are conducted solely via the internet using a third-party’s secure servers, Attorney may be required to take additional steps to confirm that she is fulfilling her ethical obligations due to distinct issues raised by the hypothetical VLO and its operation. Failure of Attorney to comply with all ethical obligations relevant to these issues will preclude the operation of a VLO in the cloud as described herein. (emphasis added) (more…)

  • Teaching Digital Lawyering with a Virtual Firm Simulation

    This summer I taught an online course for the University of Dayton School of Law entitled “Unbundling and the Future of Legal Services”. My 14 law students were required to read Richard Susskind’s End of Lawyers?: Rethinking the Nature of Legal Services and chapters from my books on unbundling and virtual law practice, along with podcasts and other digital materials throughout the course.  The course was held completely online three nights a week. The students could see me on live video feed and I also shared my desktop with them to go in and out of different technology applications.

    Aside from discussing the materials we were reading, the most practical teaching experience came from the use of our virtual law firm simulation. I created a virtual firm for the class by importing pretend contacts into the Total Attorneys’ platform and creating existing case files for several of those contacts.

    Each student in the course was a member of the virtual firm. We assumed general competency in all practice areas and set our jurisdiction as only “licensed” in Ohio. As part of their grade, each student at some point in the course had to put themselves in the shoes of a prospective online client with a legal need. They had to register through the client portal and request legal services online from the firm. This gave them the opportunity to experience the process from the client’s perspective, but also gave us new material as a firm to discuss during class time. I also set up a few ethics or malpractice issues in the cases for the students to handle particular issues we were discussing in the course materials, such as jurisdiction and conflicts checks, UPL, choosing when to unbundle online and when to refer the matter out, etc.

    I was impressed with the creativity of many of the students on the virtual firm simulation. (more…)

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