Attorney Advertising Ethics: Navigating Content Compliance for Law Firms

Attorney Advertising Ethics: Navigating Content Compliance for Law Firms

Creating eye-catching and profitable content for your law firm requires more than just SEO knowledge and writing skills. Unlike businesses in other industries, law firms need to comply with a complex web of ethical rules that govern attorney advertising and communications. These restrictions can sometimes feel like roadblocks to modern marketing strategies – especially when outrageous claims and puffery has become expected in other industries.

However, effective legal content marketing requires attention to varying state regulations while still allowing you to effectively promote your services and demonstrate your expertise. Fortunately, with proper understanding and planning, you can create compelling content that both attracts clients and adheres to professional standards.

This tightrope walk is one of the main reasons we started Lexicon Legal Content. Early after law school, I realized that it is difficult for law firms and marketing agencies to source and scale law firm content, as there was a lack of writers with the necessary skillet – namely, legal training and SEO know–how – to serve the market.

The Basis of the Ethical Framework

While specific rules vary by jurisdiction, most state bar associations base their regulations on versions of the American Bar Association’s Model Rules of Professional Conduct—particularly Rules 7.1 through 7.3, which address communications concerning a lawyer’s services, advertising, and solicitation.

Core Ethical Principles

Regardless of your jurisdiction, several fundamental principles guide compliant legal marketing. At the heart of these regulations is truthfulness and non-deception – all communications about your services must be factually accurate and cannot mislead potential clients about what you can provide. This principle extends to avoiding guarantees or predictions about case outcomes, as these create expectations that no attorney can ethically promise.

Appropriate disclaimers play a critical role in ethical compliance, with most jurisdictions requiring clear statements that content does not constitute legal advice and does not establish an attorney-client relationship. Privacy and confidentiality considerations are equally important, as marketing content must carefully protect client information even when sharing case studies or results.

Finally, solicitation limitations restrict how directly attorneys can approach potential clients, particularly in vulnerable situations. These core principles form the foundation of ethical legal marketing across all jurisdictions, though the specific implementation varies by state.

State-by-State Variations: Key Considerations

An infographic about ethics in Legal Content Marketing

While the fundamental principles are consistent, the specific implementation can vary dramatically between jurisdictions. Here’s how some of the major states approach legal marketing regulations:

New York

New York maintains some of the strictest regulations in the country. Attorney advertisements must include specific disclaimers that identify the content as “Attorney Advertising.” 

The state also places significant restrictions on client testimonials, requiring clear statements that results vary and depend on the specific facts of each case. New York attorneys must be particularly careful about making claims regarding specialization, as the state closely regulates how lawyers can describe their practice focus.

Florida

Florida’s Bar enforces detailed rules that go beyond many other jurisdictions. Attorneys practicing in Florida must include disclaimers when discussing their services, and the state explicitly prohibits content that characterizes the quality of legal services without objective verification. Certain types of advertisements must be filed with the Florida Bar for review. Additionally, Florida has specific guidelines governing how past results can be presented, requiring context and appropriate disclaimers.

California

California offers somewhat more flexibility in legal marketing compared to states like New York and Florida. The state allows testimonials with appropriate disclaimers and takes a more lenient approach to comparative statements when they can be factually substantiated. However, California maintains strict rules regarding specialization claims. Attorneys can only claim to be specialists if they’re certified by the California State Bar or another recognized organization in that specific practice area.

Texas

Texas has developed its own distinct approach to regulating attorney advertising. The state requires specific language in disclaimers and places restrictions on the use of trade names. The state also mandates that attorneys preserve copies of their marketing content for at least 4 years, creating additional compliance requirements for content creators.

Common Ethical Pitfalls in Legal Content Marketing

Even experienced and well-intentioned law firm marketers and attorneys can run afoul of ethics rules. This is especially true when they outsource content creation to non-specialized creators. As the saying goes, you don’t know what you don’t know, and a generalist copywriter may not even think to question whether their use of the word “expert” could be a problem

Some of the more common issues that arise in content marketing for law firms include the following:

Improper Use of “Specialization” Language

Most states have specific requirements for claiming specialization in a particular practice area. Unless you’re certified by your state bar or an approved organization in a specialty area, using terms like “specialist” or “specializing in” can violate ethics rules. 

This restriction often surprises marketing professionals who commonly use specialization language in other industries. Instead of claiming specialization, describe your experience and focus: “Our practice focuses on personal injury cases” or “Attorney Smith has handled over 100 divorce cases.”

Insufficient Disclaimers

Many jurisdictions require specific disclaimers on attorney websites and blog posts. These typically need to clarify that the content does not establish an attorney-client relationship, is not legal advice, and that past results don’t guarantee future outcomes. The exact wording and placement requirements vary by state, but implementing properly worded disclaimers on your website footer, blog posts, and landing pages is essential for compliance.

Misleading Testimonials and Reviews

Client testimonials can be powerful marketing tools, but they’re heavily regulated in legal marketing. Many jurisdictions restrict how they can be used or require specific disclaimers stating that results vary and depend on the facts of each case. Some states even prohibit certain types of testimonials altogether. When using testimonials, include appropriate disclaimers and ensure they don’t create unjustified expectations about results.

Making Direct Comparisons

Claims like “best attorney in Dallas” or “top DUI lawyer” may violate prohibitions against misleading communications unless they can be factually substantiated. 

These superlative claims are standard in general marketing but problematic in legal advertising. Instead, focus on objective credentials: “Board-certified in family law” or “Former prosecutor with 15 years of experience.” 

That said, if you want to target the keyword phrase “best attorney in Dallas,” it does not run afoul of the rules to create a “How to Find the Best Attorney in Dallas for You.” This is just one example of how working with an experienced law firm content marketing agency can help you target valuable, high-intent keywords without violating advertising rules.

Sharing Detailed Case Results Without Context

Sharing settlement or verdict amounts without context can create unjustified expectations and potentially violate ethics rules. When discussing case results, include relevant context about the specific facts, circumstances, and legal issues involved, along with appropriate disclaimers about the unique nature of each case.

Creating Ethically Compliant Content: A Framework

Despite these restrictions, you can still create effective, engaging content by following a thoughtful framework that balances compliance with marketing effectiveness.

Start With Educational Value

The safest and most effective approach to legal content marketing begins with educational value. Focus on providing information that genuinely helps potential clients understand legal concepts, processes, and options. 

This approach naturally aligns with both marketing best practices and ethical requirements, as educational content tends to avoid many of the common ethical mistakes. When you focus on helping rather than selling, your content becomes both more compliant and more engaging.

Implement a Multi-Level Review Process

Ethical compliance with law firm advertising rules requires more than just a single review. Establish a process that includes multiple perspectives: initial content creation focusing on valuable information, legal review for accuracy and compliance with ethics rules, marketing review for effectiveness and engagement, and final approval by a responsible attorney. This multi-level approach catches potential issues before publication while ensuring the content remains effective from a marketing perspective.

Develop State-Specific Templates and Guidelines

For firms practicing in multiple jurisdictions or content creators working with attorneys across states, creating state-specific templates is invaluable. These templates should include pre-approved language, disclaimers, and formatting that comply with each jurisdiction’s specific rules. This approach streamlines content creation while maintaining compliance, allowing you to scale your content efforts without scaling your risk.

Document Your Compliance Efforts

Maintaining records of your compliance process provides protection if questions ever arise. Document the ethics rules considered in content creation, the review processes followed, sources for factual claims, and copies of published content (which is required in some jurisdictions). This documentation demonstrates your commitment to compliance and provides evidence of your good-faith efforts to adhere to ethical standards.

Stay Current With Rule Changes

Ethics rules evolve over time, and staying current requires ongoing attention. Assign responsibility for monitoring changes to ethics rules and update your content guidelines accordingly. 

Many state bars announce rule changes months before implementation, giving you time to adjust your practices. Subscribe to bar association updates and ethics newsletters, and consider scheduling annual reviews of your content policies.

Balancing Ethics and Effectiveness

The most successful legal content marketing strategies treat ethical compliance not as a limitation but as an opportunity to demonstrate your firm’s professionalism and commitment to high standards. By focusing on providing genuine value to potential clients, you can create content that both complies with ethics rules and effectively attracts new business.

For example, rather than making claims about being the “best” firm, you can:

  • Explain complex legal concepts in accessible language
  • Provide actionable guidance on what to do after an accident
  • Walk potential clients through what to expect in a divorce proceeding
  • Share insights from your experience without making guarantees

This approach positions your firm as a knowledgeable, helpful resource rather than simply promoting your services—aligning perfectly with both ethical requirements and effective content marketing principles.

Specific Content Types and Their Ethical Considerations

Different content formats present unique ethical challenges and require careful approaches to ensure compliance while maximizing marketing effectiveness.

Blog Posts and Articles

Educational blog posts form the backbone of many law firm content strategies, but they require careful attention to ethics rules. 

Ensure factual accuracy in all content and resist the temptation to overstate the impact of legal developments or your firm’s role in significant cases. Include appropriate disclaimers clarifying that the information provided is general in nature and not legal advice. Avoid language that might create unjustified expectations about results, and be particularly careful when discussing recent cases or legal developments that might affect potential clients.

Practice Area Pages

Practice area pages describe your services and expertise, making them particularly sensitive from an ethics perspective. Focus on objective descriptions of your experience rather than subjective claims about quality. 

Avoid superlative claims that can’t be substantiated, and include required disclaimers about results and the establishment of attorney-client relationships. Be especially careful with specialization language, ensuring compliance with your jurisdiction’s specific requirements for claiming expertise in practice areas.

Case Results and Testimonials

Content showcasing previous successes requires the most careful handling. Get appropriate client consent before sharing any information about their cases, even if identifying details are removed. Include context about the specific circumstances that led to the outcome rather than simply stating settlement amounts. Ensure truthfulness and representativeness – avoid highlighting only your most successful cases in ways that might create misleading expectations. Finally, be certain to follow your jurisdiction’s specific requirements regarding disclaimers for testimonials and case results.

Videos and Podcasts

Multimedia content presents unique compliance challenges. Include verbal disclaimers at the beginning or end of content, and consider adding text disclaimers in descriptions or accompanying materials. Avoid dramatizations that could be misleading, particularly reenactments of accidents or courtroom scenes that might create unrealistic expectations. Many states have specific regulations that apply to broadcast media, even when distributed online, so check these requirements carefully. Finally, maintain copies of all published videos and podcasts as required by your state’s record-keeping rules.

The Value of an Ethics-Focuses Legal Content Marketing Strategy

Developing a content marketing strategy that proactively addresses ethics rules offers multiple benefits:

  1. Risk Reduction: Minimizes the risk of ethics complaints or regulatory action
  2. Brand Enhancement: Demonstrates your firm’s professionalism and attention to detail
  3. Client Trust: Builds confidence in potential clients who see your commitment to ethical standards
  4. Marketing Effectiveness: Creates genuinely valuable content that attracts and engages potential clients

By viewing ethics rules as a framework for creating authentic, valuable content rather than obstacles to marketing, your firm can develop a content strategy that both complies with regulations and effectively attracts ideal clients.

Want to ensure your content marketing strategy meets the ethical requirements in your jurisdiction while still driving new business? Contact us for a legal content marketing assessment that includes ethics compliance review tailored to your specific practice areas and location.


About the Author: David Arato, JD, is the founder of Lexicon Legal Content, a specialized agency supporting both law firms and marketing agencies with expertise-driven legal content marketing. 

After discovering the challenges of balancing effective marketing with attorney advertising ethics, David assembled a team of former practicing attorneys across multiple practice areas who now exclusively create compliant marketing content for the legal industry. His unique combination of legal knowledge and content expertise helps law firms navigate the ethical complexities discussed in this article.

How to Use AI in Your Legal Practice

While lawyers and law firms have historically been cautious and slow to adopt new technologies, artificial intelligence (AI) is starting to transform legal practices. The reality is that AI is allowing lawyers to automate tasks, save costs, and deliver higher-quality services to clients. 

AI technology is now in use across various areas of legal work, from document management to predictive analytics, creating efficiencies that allow lawyers to focus on on higher-level strategy. To keep up in this competitive industry, attorneys and law firms should explore how to integrate AI solutions effectively into their workflows while maintaining compliance with their ethical duties.

How You Can Use AI in Your Legal Practice

Generative AI for Document Drafting and Analysis

Legal document creation and management has evolved dramatically with new digital tools. Today’s software helps lawyers:

  • Draft contracts and briefs with standard clauses
  • Extract key points from lengthy documents
  • Search past cases efficiently
  • Analyze patterns across similar litigation
  • Respond quickly to routine client questions
  • Organize case materials systematically

These advances streamline routine tasks, giving attorneys more time to focus on complex legal analysis and client strategy. Modern document management systems can search thousands of pages in minutes, identify relevant precedents, and help maintain consistent language across similar documents.

E-Discovery

E-discovery is one of the most widely used forms of AI in law. It allows attorneys to forgo the time-consuming job of sifting through digital documents to find relevant information. 

E-discovery software enables attorneys to search through vast databases of documents using keywords, dates, and other filters. As such, they can locate non-privileged information quickly and accurately, making case preparation more efficient. AI eliminates the need for extensive manual review of digital data, allowing attorneys to uncover critical information almost instantly. 

Legal Research

AI-powered research tools streamline the search process by scanning databases that include statutes, case law, regulations, and other legal resources. These tools help legal professionals quickly gather relevant information, making it easier to understand legal precedents and apply them to current cases.

AI-enhanced legal research software can analyze vast databases and identify cases that might have otherwise been missed, reducing the risk of oversight. Integrating research tools with practice management software, such as Casetext or Westlaw Edge, also improves efficiency by allowing legal research findings to be directly linked to case records.

Document Management and Automation

Managing documents in a law firm is inherently critical but can be challenging and onerous. AI-powered document management systems allow lawyers to organize, store, and retrieve digital files quickly and efficiently. Tagging and profiling features help to categorize files based on criteria such as case type, date, or client, making it easier to locate relevant documents when needed.

Document automation also saves time when producing legal documents. Law firms can create document templates that automatically pull in data from case files, generating letters, contracts, or invoices with minimal manual effort. Document management software often includes version control and security features, ensuring compliance and maintaining confidentiality.

Due Diligence

Due diligence is essential in legal transactions, often requiring lawyers to review extensive documentation to assess risks. AI enhances due diligence by identifying documents that contain specific clauses or language. For instance, if a lawyer needs to review contracts for a particular clause, AI can locate relevant documents within seconds, significantly reducing the time required for document review.

AI-based tools also detect variations or changes across documents, alerting lawyers to potential inconsistencies. While human review is still necessary to verify findings, AI helps streamline the initial analysis phase of due diligence, improving accuracy and reducing the likelihood of missing critical information.

Litigation Analysis and Predictive Analytics

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AI assists in evaluating past cases to inform legal strategies and predict potential outcomes by examining historical case data to identify trends and patterns. Predictive analysis enables attorneys to make better-informed decisions, helping them prepare more robust cases based on the likely behaviors of opposing parties or judges.

AI-powered analytics can provide insights into case viability, the potential value of claims, and the resolution of similar cases, enabling lawyers to develop realistic expectations and strategic approaches. AI supports a proactive approach, allowing attorneys to adjust their strategies to maximize client outcomes.

How to Implement AI in Your Law Firm

Successfully integrating AI into your law practice requires thoughtful planning and strategic decision-making. Here are some critical steps to ensure a smooth and effective transition to AI:

  • Assess Your Firm’s Needs – Begin by evaluating which tasks could benefit most from automation, such as research, document management, client intake, or e-discovery. Identify repetitive, time-intensive tasks that are often delegated to junior staff or paralegals. By pinpointing where AI can alleviate workload, you can target tools that make a meaningful difference in your firm’s operations.
  • Research AI Solutions – Once you’ve identified your needs, explore reputable AI tools with a proven track record in the legal industry. Consider platforms that specialize in the specific functions you’re looking to automate, whether it’s legal research, contract review, or client communication. Many AI providers offer demo sessions or trial periods, allowing you to assess the tool’s effectiveness and compatibility with your firm’s workflow before committing.
  • Invest in Training – To maximize the benefits of AI, it’s essential to provide thorough training for your team. Hold workshops or provide access to vendor resources to help staff learn best practices, maximize efficiency, and understand the technology’s limitations. Training your team to use AI tools effectively can make a substantial difference in productivity and team morale as they adapt to new workflows.
  • Monitor and Evaluate – Implementing AI is not a one-time task but a continuous process. Regularly evaluate how AI impacts your workflows, productivity, and client service. If applicable, collect feedback from your team and clients to assess areas for improvement. Monitoring AI’s performance will allow you to make necessary adjustments and evaluate the return on investment.

When Adopting AI, Be Sure to Maintain Ethical Standards

Adopting new technology in legal practice requires careful attention to professional ethics and client privacy. As your firm modernizes its systems and processes, keep these key principles in mind:

  • Maintain strict client confidentiality at all times
  • Follow industry security protocols rigorously
  • Keep detailed records of data handling
  • Be transparent with clients about technology use
  • Review and update privacy practices regularly
  • Stay current on professional guidelines

By prioritizing these fundamentals while upgrading your practice’s technology, you’ll strengthen client trust and protect your firm’s reputation. Smart implementation of new tools can improve your services while upholding the highest standards of legal ethics.

Adopting AI to Build a Future-Ready Law Firm

Legal technology is transforming how law firms serve their clients. By handling time-consuming tasks like document review and basic research, new tools free up attorneys to focus on what matters most – providing strategic counsel and solving complex legal challenges. 

While adopting new systems requires an upfront investment of time and resources, firms that embrace these advances can work more efficiently, respond faster to client needs, and stay ahead in a competitive market. From streamlining case research to organizing vast document collections, the right technology can help your practice deliver better results for clients while reducing administrative burdens on your team.

Why Law Firm Content Marketers Should Have a Legal Background

When it comes to choosing a content marketing agency, you have lots of options. That said, if you are a lawyer or a digital marketing agency with legal clients, you should be working with a specialized legal content marketing agency, preferably with attorney leadership. Here are a few of the reasons why.

An Understanding of the Legal Industry

As someone who has studied the law, it’s easy to forget that things that seem obvious to you may not be evident to others. Things as simple as the difference between a civil or criminal case or who the parties are to a lawsuit are essential when creating content. Working with a trained legal writer ensures a basic understanding of the way the law works and provides the added benefit of efficiency. A writer with a background in the law is not going to have to look up what negligence means every time they craft a blog for an injury firm.

The Ability to Create Content that Aligns with E-E-A-T

It’s certainly true that a generalist copywriter can craft fluffy content that does not mention the law or violate any lawyer advertising rules. For example, they can write blog posts about “Car Accident Injuries” or “Types of Collisions” in 100 different ways. That said, this kind of content does not rank well in search engines. Google has been clear about the fact that it rewards content that demonstrates experience, expertise, authority, and trust (E-E-A-T) – especially for content that could affect a person’s well-being (such as law firm content). Crafting content that aligns with the principles of E-E-A-T requires deep subject-matter expertise, so if you are outsourcing your content creation, it’s in your best interest to work with specialist legal writers with a background in law.

The Ability to Conduct Legal Research

It has never been so easy to get information, and the entire catalog of human knowledge is literally at our fingertips. While once, you had to go to a law library to do legal research, for most things, Google works just fine. In addition, searchable databases like Lexis Nexis and Westlaw allow anyone with a subscription to engage in high-level legal research.

While this access to information has clear benefits, it also can lead to a false sense of competence. Access to information does not mean understanding that information, and it certainly does not mean that the person accessing the information has sufficient subject matter expertise to determine if it is reliable. 

As stated by Arthur C. Brooks in The Atlantic last summer:

Google isn’t graduate school . . . If you think you understand something technical and complicated after cursory exposure, you might be able to put the knowledge to good use in your life, but you almost certainly don’t understand it well enough to hold forth on the topic.

In other words, reading an article about the 4th Amendment doesn’t make you qualified to discuss search and seizure law.

Legal Accuracy

Relatedly, a writer with a legal background can use precise language that ensures that the content on your website is legally accurate. For example, a generalist writer may confuse the terms comparative negligence and contributory negligence or strict liability and vicarious liability, leading to inaccurate information on your website.

With Google’s emphasis on trust when it comes to content quality, having misinformation on your site could lead to significant penalties. In addition, inaccurate information could lead to an ethics violation with your state bar or even a malpractice lawsuit if a client relied on the information and had an adverse outcome.

Compliance with the Advertising Rules in Your State

The content on your law firm’s website has to comply with your state bar’s advertising rules. As the old saying goes, “You do not know what you do not know.” A generalist writer may not even think not to use the word “specialize” or “expert” when discussing your focus on your practice area. In addition, there is a big difference between saying, “We will get you compensation,” and “We will get you the compensation you deserve under the law” – of course, the first one promises an outcome while the other leaves the door open for the fact that the reader does not, in fact, deserve any compensation under the law. It is doubtful that a writer without legal training will know about these rules or how to apply them, potentially resulting in content on your website that violates the advertising rules in your jurisdiction.

Call Lexicon Legal Content Today to Connect with an Expert Legal Writer

At Lexicon Legal Content, our team of experienced legal writers – including licensed attorneys and JDs – specializes in creating content for law firms that is clear, accurate, and demonstrates your experience, expertise, authority, and trust (E-E-A-T). As an JD-owned company, we understand the importance of accurate and compliant content for law firms.

California Bar Issues Guidance for Lawyers Using AI

Generative AI, such as Open AI’s ChatGPT and Google’s Gemini (previously called “Bard”), are capable of performing tasks that were once thought solely to be in the province of human ability. It can analyze and categorize data and even create human-sounding content in the form of text. As such, generative AI has clear applications in the practice of law and legal marketing. Some of the more obvious uses include document review, contract analysis, and even handling basic client communications.

As lawyers and other professionals have started looking for ways to leverage Generative AI to do their jobs more efficiently, many observers have sounded alarm bells about ethical and professional issues about how it is used.

In fact, some of the early adopters of Generative AI in the legal profession have been subject to sanctions, as the technology is known to “hallucinate” facts. In the case of two New York lawyers, ChatGPT made up case law out of thin air and then doubled down on its existence when asked to verify the cases it cited. Ultimately, the attorneys were each fined $5,000 and ordered to reach out to the judges about the fake cases mentioned. Perhaps worse, their names were splashed all over the national media – from Forbes to CNN – for using ChatGPT and not fact-checking its output.

A year and a few months into generative AI entering the mainstream, state bars are starting to develop guidance and rules regarding how lawyers use it. Given the concerns and uncertainties regarding the use of AI in the legal profession, this guidance is particularly valuable in helping attorneys leverage the efficiency of AI while upholding ethical duties. Recently, California issued guidance that lawyers across the United States can benefit from. I discuss some of the highlights in the material below.

The California Bar Guidance

As part of its guidance, the California Bar takes the position that AI is like any other technology that attorneys may leverage in their day-to-day professional activities. From the guidance:

Like any technology, generative AI must be used in a manner that conforms to a lawyer’s professional responsibility obligations, including those set forth in the Rules of Professional Conduct and the State Bar Act.

The guidance they provide demonstrates ways that lawyers can use AI consistently with their professional responsibility obligations. Some of the obligations they address are discussed in the material below.

Duty of Confidentiality

The California Bar cautions that the use of AI can have implications related to the disclosure of confidential information. The guidance points out that many generative AI models use inputs to train the AI further and the information that users upload may be shared with third parties. In addition, the models may lack adequate security for attorneys to input confidential information.

For this reason, the Bar advises that lawyers should not input any confidential information without first confirming the model they are using has sufficient confidentiality and security protections. Furthermore, the Bar advises lawyers to consult with IT professionals 

to confirm that an AI model adheres to security protocols and also carefully review the Terms of Use or other provisions.

Duties of Competence and Diligence

The use of generative AI also can raise issues related to the duties of competence and diligence. In light of the fact that these models can produce false or misleading information, the California Bar advises that lawyers must:

  • Ensure competent use of the technology and apply diligence and prudence with respect to facts and law
  • Understand to a reasonable degree how the technology works and its limitations
  • Carefully scrutinize outputs for accuracy and bias

In addition, the Bar cautions that overreliance on AI is inconsistent with the active practice of law and application of trained judgment by an attorney. Furthermore, the guidance advises that an attorney’s professional judgment cannot be delegated to AI.

Duty to Supervise Lawyers and Non-lawyers, Responsibilities of Subordinate Lawyers

The Bar advises that supervisory and managerial attorneys should establish clear policies regarding the use of generative AI. In addition, they should make reasonable efforts to ensure that the firm adopts measures that provide reasonable assurance that its lawyers’ and non-lawyers’ conduct complies with professional obligations when using generative AI. This includes training on how to use AI and the ethical implications of using AI.

Using AI Can Also Have Implications for Law Firm Marketing

At Lexicon Legal Content, our sole focus is on generating keyword-rich content that helps law firms connect with their clients. While the California Bar’s guidance does not mention it directly, using generative AI to create marketing materials like social media or blog posts may also have implications related to the rules of professional conduct.

Under California Rule 7.1, a lawyer may not make a false statement about the lawyer or the lawyer’s services, and a statement is false or misleading if it contains a material misrepresentation of fact or law. Importantly, this is analogous to ABA Model Rule 7.1, which many states have adopted. In addition, under Model Rule 7.2, a lawyer should not call themselves a specialist or expert in any area of law unless they have been certified by an appropriate authority of the state or the District of Columbia or a U.S. Territory or that has been accredited by the American Bar Association.

These professional duties related to advertising make it critical to review any AI output a law firm intends to use in its marketing efforts. At Lexicon Legal Content, we are staffed by experienced legal professionals, including law school graduates and licensed attorneys, who understand these rules and ensure that all of the content we create – whether AI-assisted or not – is in compliance with advertising regulations in our clients’ states.

Lessons from DoNotPay: The Ethical Implications of AI in the Legal Industry

Some shortcuts and hacks are worth it in life and business, and some simply aren’t. Some are harmless, appealing, less expensive, and time-saving in the beginning. Yet, they turn out to cause more problems and hassle than the situation presented initially without the shortcut. But, as one previously-aspiring attorney is coming to find out, AI in the legal realm is more of the latter—at least for now. So if you are an attorney or a marketing professional who works with attorneys, you’ll want to make a note of this case and learn from another’s mistakes instead of venturing down that path or similar ones yourself. 

The World’s First Robot Lawyer

San Fransisco’s DoNotPay is “the world’s first robot lawyer,” according to founder, CEO, and software engineer Joshua Browder. The tech company was founded in 2016 by Browder, a Stanford University undergraduate and 2018 Thiel Fellow who has received a remarkable amount of media attention in his short career. Browder says he started the company after moving to the U.S. from the U.K. and receiving many parking tickets that he couldn’t afford to pay. Instead, he looked for loopholes in the law he could use to his advantage to find ways out of paying them.

He claims that the government and other large corporations have conflicting rules and regulations that only stand to rip off consumers. With DoNotPay, his goal is to give a voice to the consumer without consumers having to pay steep legal fees. According to the company’s website, they use artificial intelligence (AI) to serve approximately 1,000 cases daily. Parking ticket cases have a success rate of about 65 percent, while Browder claims many other case types are 100 percent successful.

DoNotPay claims to have the ability to:

  • Fight corporations
  • Beat bureaucracy
  • Find hidden money
  • Sue anyone
  • Automatically cancel free trials

The company has an entire laundry list on its website of legal problems and matters its AI can handle, such as:

  • Jury duty exemptions
  • Child support payments
  • Clean credit reports
  • Defamation demand letters
  • HOA fines and complaints
  • Warranty claims
  • Lien removals
  • Neighbor complaints
  • Notice of intent to homeschool
  • Insurance claims
  • Identify theft
  • Filing a restraining order
  • SEC complaint filings
  • Egg donor rights
  • Landlord protection
  • Stop debt collectors

First Robot Lawyer

DoNotPay: Plagued with Problems

While his intentions might be relevant or even noble to some, they are landing Broward in his own legal hot water for which there may currently be no robot lawyer to represent him. 

State Bars Frown on AI in the Courtroom

In February, a California traffic court was set to see its first “robot lawyer” as Broward planned to have an AI-powered robot argue a defendant’s traffic ticket case in court. If his plan had come to fruition, the defendant would have worn smart glasses to record court proceedings while using a small speaker near their ear, allowing them to dictate appropriate legal responses. 

This unique and innovative system relied on AI text generators, including the new ChatGPT and DaVinci. While in the courtroom, the AI robot would process and understand what was being said and generate real-time responses to the defendant. Essentially, they could act as their own lawyer with the help of DoNotPay’s robot lawyer— a technology that has never been used within a courtroom. 

Many state bars and related entities quickly expressed their extreme disapproval when they learned about Browder’s plans. Multiple state bars threatened the business, even threatening prosecution and prison time. For example, one state bar official reminded him that unauthorized practice of law is a misdemeanor in certain states that can come with a punishment of up to six months in county jail.

State bars license and regulate lawyers in their respective states, ensuring those in need of legal assistance hire lawyers who understand the law and know what they are doing. According to them, Browder’s AI technology intended for courtroom use is clearly an “unauthorized practice of law.”

DoNotPay is now under investigation by several state bars, including the California State Bar. AI in the courtroom is also problematic because, currently, courtroom rules for federal and many state courts don’t allow the recording of court proceedings. Even still, Broward’s company offered $1 million to any lawyer to have its chatbot handle a U.S. Supreme Court case. To date, no one has accepted his offer.

DoNotPay Accused of Fraud

As if being reprimanded by several state bars isn’t bad enough, Broward and DoNotPay are now facing at least one, if not multiple, class action suits. The silver lining is that perhaps Browder will finally get to test his robot lawyer in court. 

On February 13, 2023, Seattle paralegal Kathryn Tewson filed a petition with the NY Supreme Court requesting an order for DoNotPay and Broward to preserve evidence and seeking pre-action discovery. She plans to file a consumer rights suit, purporting that the company is a fundamental fraud.

What’s even more interesting is that Tewson notes in her filing that she consents to Browder using his robot lawyer to represent himself in this case and even seems to dare him to do so:

For what it is worth, Petitioner does and will consent to any application Respondents make to use their “Robot Lawyer” in these proceedings. And she submits that a failure to make such an application should weigh heavily in the Court’s evaluation of whether DoNotPay actually has such a product.

Through her own research, Tewson has accused Broward of not even using AI but piecing different documents together to produce legal documents for consumers who either believe they are receiving AI content or real attorney-generated content. Suppose DoNotPay is actually using AI, as Broward claims. In that case, it’s obviously not producing quality work products, and consumers are starting to notice. 

A Potential Class Action Lawsuit

As if these legal issues weren’t already enough, next on the DoNotPay docket is a potential class action lawsuit. On March 6, 2023, Jonathan Faridian of Yolo County filed a lawsuit in San Francisco seeking damages for alleged violations of California’s unfair competition law. Faridian alleges he wouldn’t have subscribed to DoNotPay services if he knew that the company was not actually a real lawyer. He asks the court to certify a class of all people who have purchased a subscription to DoNotPay’s service.

Faridian’s lawyer Jay Edelson filed the complaint on his behalf, alleging that he subscribed to the DoNotPay services and used the service to perform a variety of legal services on his behalf, such as:

  • Drafting demand letters
  • Drafting an independent contractor agreement 
  • Small claims court filings
  • Drafting two LLC operating agreements
  • An Equal Employment Opportunity Commission job discrimination complaint 

Faridian says he “believed he was purchasing legal documents and services that would be fit for use from a lawyer that was competent to provide them.” He further claims that the services he received were “substandard and poorly done.”

Edelson has successfully sued Google, Amazon, and Apple for billions. The NYT refers to him as the “most feared lawyer in Silicon Valley.”

When asked directly if DoNotPay would be hiring a lawyer for its defense or self-defending in court relying on its own tools, Browder said, “I apologize given the pending nature of the litigation, I can’t comment further.” Even still, he recently tweeted, “We may even use our robot lawyer in the case.”

A POTENTIAL CLASS ACTION LAWSUIT

What Lawyers and Marketing Professionals Can Learn From DoNotPay’s Mistakes

Stanford professors say that Browder is “not a bad person. He just lives in a world where it is normal not to think twice about how new technology companies could create harmful effects.” Whether this is true or not remains to be seen. In the meantime, attorneys and marketing professionals have a lot they can glean from Broward’s predicaments. They certainly need to think twice about the potentially harmful effects of AI technology use for several reasons.

DoNotAI

The overarching theme that we can take away from Broward and his business’s legal predicaments is that AI isn’t something that law firms or attorneys (or even those aspiring to be in the legal profession) should dabble in, at least for now. It isn’t worth using AI, such as ChatGPT or Google’s new Bard, whether for online form completion like DoNotPay or marketing content like blogs or newsletters. You don’t want to give the impression that something was drafted or reviewed by a licensed attorney when in reality, it was essentially written by a robot. On the other hand, you also don’t want to be accused of piecing legal documents together or performing shoddy work as an attorney because you are using AI. 

While relying on AI might seem harmless in some areas, it could later prove problematic, as it has for Broward. For example, using AI for any of your work or marketing content could:

  • Tarnish your reputation in your community and with your colleagues and network
  • Have your actions called into question by your state bar association
  • Provide consumers with the wrong or simply invaluable information, proving disastrous for your marketing and SEO efforts
  • Lower your SEO rankings and decrease your potential client leads
  • Cause legal action for malpractice or fraud

Adhere to Professional Standards

Always remember to adhere to your professional standards and codes of conduct. If anything related to the use of AI seems questionable or unethical, treat it as such and steer clear of it. The use of AI as a substitute for the advice and counsel of a bona fide attorney, whether online, in the courtroom, or in representing your clients, isn’t acceptable under any state bar at the current time. Taking shortcuts that rely on AI isn’t worth facing professional consequences up to and including having your license suspended or terminated.

What This Means for Legal Content 

AI is permissible and even valuable for some minor legal content generation tasks, such as determining keywords or composing an outline. However, these new and still emerging technologies shouldn’t be used to draft entire blog posts, white papers, newsletters, eBooks, landing pages, or other online marketing copy. There are several reasons to avoid this:

  • AI-generated content may soon carry a watermark detectable by web browsers
  • We don’t yet know how Google will react to such content—although Google currently claims the quality of the content is more important than how it is produced, AI may not be generating quality content, and Google could change its stance at any point
  • State bars may view AI-generated marketing content as unethical or fraudulent
  • The use of AI-generated content could constitute the unauthorized practice of law in some states
  • AI content may provide incorrect information and come across as cold or impersonal, something attorneys definitely want to avoid when marketing to potential clients

Do You Need Help Producing Original Content?

If you are an attorney or marketing professional who needs help producing legal content, Lexicon Legal Content can help. Don’t cut corners and put yourself at risk by turning to AI-generated content. Our team of attorney-led writers can produce valuable content for your website or other marketing efforts that pass not only plagiarism detection but also AI detection. All content is either written or reviewed by a licensed attorney. Talk to a content expert today about we can meet your legal content needs. 

Marketing Ethics for Attorneys: 2021 and Beyond

A graphic of a person using a phone infront of various legal icons

The Internet has fundamentally changed the way that people seek and evaluate professional services, including legal services. Increasing brand awareness, acquiring new customers, and achieving financial goals rely heavily on a law firm’s advertising and marketing efforts. Competition among law firms in in all practice areas increases daily. An understanding of the basics of a competitive marketplace is critical for firms that desire to grow.

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