This CLE program provides a comprehensive, practical examination of the rapidly evolving regulatory landscape governing how law firms market, advertise, and solicit clients. Drawing on decades of experience advising firms nationwide, Micah Buchdahl breaks down the ethical rules that shape modern legal marketing, from traditional advertising to digital platforms, lead-generation services, social media, and emerging technologies.
Participants will learn how the ABA Model Rules (particularly Rules 7.1-7.5) are applied and interpreted across jurisdictions, with a focus on avoiding misleading communications, complying with state-specific filing and retention requirements, and navigating the increasingly complex world of online reviews, paid placements, referral arrangements, and multistate campaigns. The program also addresses high-risk areas such as solicitation restrictions, real-time electronic contact, the use of third-party vendors, and the compliance pitfalls that most often lead to disciplinary action.
Through real-world examples, recent enforcement actions, and practical compliance frameworks, attendees will gain the tools needed to evaluate their firm’s marketing practices, mitigate risk, and implement ethically sound strategies that support business development while staying squarely within professional-conduct rules.
- Overview & Learning Objectives
- Overview of the regulatory landscape
- Why marketing compliance matters for firms of all sizes
- Key risks: disciplinary exposure, reputational harm, vendor liability
- Truthful Communications & Rule 7.1
- What constitutes a “false or misleading” communication
- Common pitfalls: unjustified expectations, unverifiable comparisons, past-results language
- Real-world examples of disciplinary actions
- Safe-harbor approaches for describing experience and results
- Advertising Rules & Multistate Variations (Rule 7.2)
- Required content: responsible attorney, geographic location, disclaimers
- Prohibited content: testimonials, dramatizations, actors, specialization claims (state-specific)
- Record-keeping and filing requirements
- How digital ads, websites, and social media posts fit into “advertising”
- Solicitation Restrictions & Safe Outreach (Rule 7.3)
- Distinguishing advertising from solicitation
- Real-time electronic contact: what counts, what doesn’t
- Accident-victim blackout periods and vulnerable-person restrictions
- Lawyer-to-lawyer outreach and existing-client exceptions
- Practical examples of compliant vs. non-compliant solicitation
- Lead Generation, Intake Vendors & Fee-Sharing
- What law firms must verify when using third-party vendors
- Paid leads vs. referral services
- Avoiding improper fee-splitting
- Ethical intake workflows and documentation
- Red flags in vendor contracts
- Digital Marketing, Social Media & Online Reviews
- Website disclaimers and jurisdictional limitations
- Managing Google reviews and testimonials ethically
- Influencers, paid placements, and native advertising
- AI-generated content and emerging compliance issues
- Multijurisdictional marketing challenges for national firms
- Practical Takeaways
- Key compliance frameworks for firm leadership
- How to build an internal review process
- Resources and checklists for ongoing compliance
HTMLawyers, Inc.
Micah Buchdahl is an ethics attorney focused on assisting law firms with business development initiatives. In 2023, he received the Samuel S. Smith Award, the highest honor bestowed by the American Bar Association Law Practice Division, recognizing an individual who has demonstrated outstanding lifetime achievement in the field of law practice management. Based in Moorestown, New Jersey, he is president of HTMLawyers, Inc., a law marketing company, which he founded in 2001. Read More ›
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Status: Approved
Format: On-Demand
Credits: 1.00 Ethics
Status: Approved
Format: Live (Virtual), On-Demand
Credits: 1.00 Ethics
Status: Approved
Format: Live (In-Person), Live (Virtual), On-Demand
Credits: 1.00 Legal Ethics
Status: Approved
Format: Live (Virtual), On-Demand
Credits: 1.00 Ethics
Status: Approved
Format: On-Demand
Credits: 1.00 Professional Responsibility
Status: Approved
Format: Live (Virtual), On-Demand
Credits: 1.20 Ethics/Professionalism
Status: Approved
Format: On-Demand
Credits: 1.00 Ethics
Status: Approved
Format: On-Demand
Credits: 1.00 Attorney Professional Conduct
Status: Approved
Format: On-Demand
Credits: 1.00 Ethics, Professionalism, or Substance Abuse
Status: Approved
Format: On-Demand
Credits: 1.00 Ethics
Status: Approved
Format: Live (In-Person), Live (Virtual), On-Demand
Credits: 1.00 Ethics
This presentation is approved for one hour of Ethics CLE credit in Alabama, one hour of Ethics CLE credit in Alaska, one hour of Legal Ethics CLE credit in California, one hour of Ethics CLE credit in Hawaii, one hour of Professional Responsibility CLE credit in Nebraska, one hour of Ethics CLE credit in North Carolina, one hour of Attorney Professional Conduct CLE credit in Ohio, one hour of Ethics, Professionalism, or Substance Abuse CLE credit in Pennsylvania, one hour of Ethics CLE credit in Utah, and one hour of Ethics CLE credit in Vermont. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. Of these, 1.20 qualify as total hours of credit for Ethics/Professionalism. An application for accreditation of this activity has been submitted to the MCLE Committee of the State Bar of Texas and is pending.
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At this time, Justia only offers CLE courses officially accredited in certain states. Lawyers may generate a generic attendance certificate to self-submit credit in their own jurisdiction, but Justia does not guarantee that lawyers will receive their desired CLE credit through the self-submission or reciprocity process.