Articles Posted in Law Marketing

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ABA’s Law Practice Today

Ethical issues and dilemmas hit the legal profession from all angles. In serving as issue editor for the September 2018 edition of the ABA’s Law Practice Today (LPT) webzine, I sought to address a wide variety of subjects from attorneys with different practices and backgrounds.

Of course, I authored my own piece, What Do the Revised Rules for Lawyer Advertising Mean for Me?, recapping the recently adopted Resolution 101, passed by the House of Delegates at the ABA Annual Meeting in Chicago this past August. These suggested amendments to the Model Rules (7.1 through 7.5) relate to the realities of today’s lawyer advertising. While change is long overdue, it will be interesting to see the true impact that they may or may not have on state bar regulations and subsequent enforcement.

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ALI-300x108While the calendar year might not turn for another four months, the new “bar year” is here. Of course, for some of us, the New Year is now—with Rosh Hashanah falling days after my upcoming ALI webcast. It is a time of reflection and planning, and also atonement for the one or two sins that I may have somehow committed in the past year. This is a good time for evaluating your current business development efforts and determining which you’d like to continue or change in the coming year. Regardless of personal philosophy, your network is the centerpiece of business development. Many firms will now be asking you to figure out your BD plan for 2019, including budget requests. This is also one of the primary times of the year when lawyers put a little more effort into “non-billable” activity and involvement. I always say that the key periods are post-Labor Day until Thanksgiving; and again from post-New Year’s Day (the January 1st edition) until Memorial Day. We work most of our magic in those two sweet spots on the calendar.

REGISTER NOW:  Building a Better Business Network: Getting More Out of Contacts, Connections, and Clients

Join me for this live ALI webcast on Friday, September 7, 2018, from 1:00 – 2:00 p.m. Eastern. In one hour, pick up a CLE ethics credit and learn about the best ways to build your network within the ethical boundaries that we all follow in our respective states’ Rules of Professional Conduct. We’ll also go through the recent changes to the ABA Model Rules as they relate to marketing, advertising and solicitation in 7.1-7.5, just approved by the House of Delegate in August during the ABA Annual Meeting.

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Home of AAJ 2018 Annual Convention

The American Association for Justice (AAJ) Annual Convention that recently took place July 7-10, 2018 in Denver, Colorado, was an eye-opening experience. I was asked to speak on Avoiding Ethical Missteps in Promoting Your Firm, as part of a Professional Negligence Section CLE Program track. Besides a multitude of CLE programs on themes that ranged from trampoline injuries to the hugely popular (standing room only) sexual assault litigation group programs in what is now the #MeToo era, I found that a walk through the Expo Hall offered dozens of vendors providing products and services geared toward marketing, business development, and simply getting leads…and converting them. Some were quite entrepreneurial and unique; some made me a bit queasy (regardless of whether I was wearing my marketing attorney hat or ethics attorney hat, or both). There are seemingly hundreds of companies with the “best” web development, SEO and PPC strategies. And, yet, there were products that got me to stop, watch a demo, and grab a business card.

The track in which I participated as a faculty member, Professional Negligence, offered an excellent day of subjects and attorney speakers, including: Finding Damages Through Every Witness Defense and Plaintiff, J. Jude Basile; my Avoiding Ethical Missteps in Promoting Your Firm session; Cross-Examination of Defendants in Medical Negligence Cases, Paul A. Casi; Captivating the Jury, William P. Lightfoot; Leveling the Playing Field:  A Jury Selection System that Roots Out Bias, Keith R. Mitnik; Practical Application of Electronic Medical Records for Trial, James Puga and Don Hanson; The Affordable Care Act:  Are Future Damages a Thing of the Past?, Emily G. Thomas; Topics in Calculating Economic Damages for Personal Injury and Wrongful Death, Gene A. Trevino; Direct Examination or “The Heart of the Trial”:  Direct Examination From A to Z, Thomas J. Vesper; and Avoiding Legal Malpractice, David L. Wikstrom.

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LPcover_JulyAugust2018-234x300Whenever I pass a roadside diner promising something like “world’s best cherry pie,” I think about lawyer advertising restrictions. Because no law firm or lawyer could tout themselves as the best or greatest—and many of the taglines, phrases and symbols used to market products and services to consumers are restricted or outright prohibited in the legal profession.

Of course, I’m a sucker for that cherry pie. And it never is remotely close to the best I’ve ever had, but I also know the difference between a marketing message and stark reality. Which all somehow leads into the topic of my marketing column in the July/August 2018 issue of the ABA’s Law Practice Magazine, Law Marketing Model Rule Revisions – Better Late than Never?

It remains to be seen what will actually happen to the proposed model rule changes to law marketing and advertising when it gets to the ABA House of Delegates in August. After all, it is a long way from the ABA Standing Committee on Ethics and Professional Responsibility (which arrived via multiple reports starting in 2015 from the Association of Professional Responsibility Lawyers—APRL) to the House floor. The debates at the ABA Midyear Meeting in Vancouver this past February volleyed back and forth between those that thought the suggested revisions went too far, and others who firmly believed they did not go far enough. Of course, once something is approved—state bars often like to remind us that they are nothing more than “model” rules, and that the states will decide themselves what direction lawyer advertising should go in down the pike.

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NewMexicoCLE-300x156Recently, I had the privilege of serving on a panel at the American Bar Association’s Law Practice Division continuing legal education program on the ethics of virtual and multi-jurisdictional lawyering in Santa Fe, New Mexico. The program was co-sponsored by the State Bar of New Mexico, and took place on May 18, 2018 at the Inn and Spa at Loretto.

Moderated by Albuquerque-based practitioner Charles Gurd, panelists included fellow Philadelphia area attorney Dan Siegel, and Charity Anastasio, Associate Practice Management Advisor at the American Immigration Lawyers Association. It struck me that the audience interest, interaction and participation were greater than in the vast majority of CLEs that I teach. These two intertwining and overlapping issues—virtual law practices and multi-state jurisdictional issues—go hand in hand, and often create as many questions as answers.

When I’m driving down I-95 and leave New Jersey to cross into Delaware, I know it. When I then cross from Delaware into Maryland, I know it as well. I also know that if I’m caught speeding in Delaware, the only police I need to worry about are the ones with Delaware on the side panels. Of course, reciprocity when it comes to fines and points are sometimes blurry, but not nearly as confusing as crossing state lines in your law practice, typically on the Internet. However, as many of the CLE audience opined, most lawyers today have practices that are not confined to one or two states.

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ALI-300x108When ALI CLE asked me to present an ethics CLE on lawyer advertising, I hesitated. After all, I’ve been teaching this course across the country for more than 20 years. But the timing was right. There were hot-button issues sitting on my desk, and the equally red-hot debate over making the first substantial changes to the Rules of Professional Conduct related to law firm marketing since Bates v Arizona in 1977. So I said yes.

In the days leading up to my presentation (taped on March 23rd), there were articles in the local (Philadelphia) daily newspaper discussing geo-targeting billboards for Johnnie Cochran’s law firm (despite the fact that the famed OJ Simpson attorney passed away in 2005). There was U.S. District Judge Cynthia M. Rufe of the Eastern District of Pennsylvania dismissing the remaining (false advertising) claims in Larry Pitt’s lawsuit against competitor Lundy Law. I discussed earlier Pitt-Lundy battles in the 2013 version of my CLE. Yet they are both news items here in 2018. Social Media has been an integral part of my CLE since flashing up my MySpace profile in 2007. While I tout Facebook as being an integral part of marketing for many attorneys, the news was also covering just how our data was being used by the likes of Cambridge Analytica—that same market data we use to generate prospective clients was also being used for evil, and not good. The news was not fake, but apparently some of the Facebook users were. And, of course, there is the debate over proposed changes to the ABA model rules (for advertising and solicitation), scheduled to go before the House of Delegates this August during the ABA Annual Meeting in Chicago. So if that is just what is going on in my neck of the woods, and at the national level, you can imagine what else is out there.

If you are in need of an ethics credit for continuing legal education compliance and/or your law firm markets—this is a perfect use of one hour to catch up on the latest trends and discussions related to the always-prickly subject matter of appropriate (and inappropriate) lawyer advertising and solicitation.

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SM_Pic_LPT_2018-300x144In the March 2018 issue of the American Bar Association’s Law Practice Today webzine, I put around 2,500 words to web in my article, What’s New in Social Media Marketing for Lawyers? It seems like just yesterday that Facebook, Twitter and LinkedIn (and plenty others) came into our lives. It’s been longer than that…as a nine year old post this morning on Facebook reminded me of an event from days’ gone by. The tools have changed, and for business development purposes, lawyers have had to change with them.

In preparing to write the feature, I kept putting down notes on various social media news, programs and events—seemingly by the hour. At the same time I write this very blog post, I’m mere minutes away from moderating an ABA CLE on The Law and Social Media: Tips for Every Lawyer, with my colleagues Cynthia Dahl, Kathryn Deal and Molly DiBianca, covering social media issues that range from employment law matters to tweeting jurors, messaging witnesses, friending judges, cybercrime and prosecution, DMCA and trademark issues, virtual law practices, professionalism, and marketing.

Just last week, the ABA released Formal Opinion 480 from the Standing Committee on Ethics and Professional Responsibility reminding lawyers of the confidentiality obligations for lawyer blogging and tweeting. It is an opinion that has been widely panned as being late to the game. This provides another reminder as to the speed that social media runs. The suggestions are already somewhat old and outdated.

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LPcover_MarApr2018-235x300Oh, remember the ‘80s? Alf, Madonna, Pee-Wee’s Playhouse, Garbage Pail Kids? I was in New Orleans to see Keith Smart’s last-second shot for Bobby Knight’s Indiana Hoosier over Syracuse in the NCAA Championship Game in 1987. I watched the Baltimore Orioles defeat the Philadelphia Phillies in the 1983 World Series (when the O’s still were more important to me than the Phillies). And I was at the Stanley Cup Finals between the Flyers and the Edmonton Oilers in 1985 and 1987. Those were just some of the games I attended in person. I worked in the Major Indoor Soccer League and the NHL during the 80s—attending hundreds of games. I remember the end of high school, my college years, first jobs, and the start of law school. Little did I (we) know at the time that those babies being born were—Millennials! And that—in the here and now—it would all be about them.

It certainly seems like every day over the past few years has had an issue or conversation regarding the topic of Millennials at the law firms I routinely visit. How do you hire them? (Can we even fire them?) How do you retain them? How do you work with them? How do you make them happy? And, as I write in my marketing column for the March/April 2018 issue of the ABA’s Law Practice Magazine, Marketing to and for Millennials.

The reality is that Millennials today are often the core focus for marketers. And for law firm marketers, there needs to be a shift in the approaches taken to be successful in this space. I’ve worked with law firms on efforts geared toward Millennials for a few years now. In 2016, I spoke on an ABA panel, Bridging the Generational Divide: How Millennials Can Communicate with Baby Boomers and Succeed in the Workplace. There was a Law360 article on How to Manage the Millennial Lawyer. And in 2015, I served as the Editor in Chief for an entire issue of Law Practice Today geared to Law Firm Management Struggles with Multigenerational Issues. As detailed in the column, I have had to shift my own marketing strategies—not only to engage the millennial lawyer, but more importantly, engage the millennial client.

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ABA Midyear Meeting, Vancouver, B.C., 2018

If you are attending the ABA Midyear Meeting in Vancouver the first weekend in February, reside in the B.C. area or simply are looking to escape to Canada (as so many U.S. citizens and non-citizens now are), be sure to attend this free CLE program, Fishing for Prospects – Ethical Limitations Can Create Muddy Waters in Catching New Clients on Saturday, February 3, 2018 from 2:30 p.m. to 3:30 p.m. PST at the Vancouver Marriott Pinnacle Downtown.

This ABA CLE, co-sponsored by the Law Practice Division and the Young Lawyers Division focuses on ethical strategies for business development and relationship building.  We will cover ethic rules and related pitfalls when soliciting new clients and advertising your practice. The Rules of Professional Conduct, various US Supreme Court cases and numerous state bar ethics opinions can create an often-unseen myriad of issues when soliciting new clients.

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Online legal referral and attorney rating service

For some attorneys—even 40+ years after Bates v. Arizona—marketing itself is a disruption. But when AVVO, the online legal referral and attorney rating service, came along in 2006, it created some of the more significant disruptions to the legal marketing industry. With the company being acquired by Internet Brands last week, the question is whether the business will remain cutting edge?

Of course, as is usually the case, the company touts that things will remain the same and be “business as usual” under new ownership. But that is rarely the case. I would argue that Martindale, Nolo and Total Attorneys—all businesses acquired by Internet Brands (makers of such sites as WebMD, Fodor’s Travel and MySummerCamps) no longer have the same impact they did before being acquired. When Findlaw was acquired by Thomson in 2001, it basically ceased being Findlaw (after the typical “business as usual” period of time). If you want to see the original premise of Findlaw today, you go to Justia. Martindale-Hubbell, founded in 1868 by attorney James Martindale (talk about being ahead of the curve on marketing! I always thought Greg Siskind was first with everything), was what most law firms considered the one piece of business development they would pay for. And pay for they did for over 100 years until the Internet killed the golden goose. When I first started visiting law firms to discuss marketing in 1996, I was often sent to see the librarian—because she updated the Martindale listings—that (plus perhaps the holiday card) was the extent of “marketing.”