Hello everyone and welcome to this Ethics Alert, which will discuss the recent Florida Bar Board of Governors (BOG) decision to recommend a voluntary registration program for online legal service providers.
The BOG voted unanimously at its meeting on September 20, 2019 to approve “Chapter 23, Registered Online Services”. The program was first considered by the BOG Committee on Technologies Affecting the Practice of Law and, if implemented, would allow online legal service providers to market themselves as “Registered with The Florida Bar” if they agree to follow certain requirements, including submitting to the jurisdiction of Florida for the resolution of consumer complaints.
According to Florida Bar President, John Stewart, the proposed program would apply to entities that are “already operating in a largely unregulated environment”. The program would also require online providers to provide The Florida Bar with copies of all consumer complaints, indicate how they were resolved, and provide a certification that the provider understands that the “registration and revocation of the registration . . . is solely at the discretion of The Florida Bar.”
The proposed program would also require that registered online providers use only forms that have either been approved by the Florida Supreme Court or reviewed and approved by lawyer and a member of The Florida Bar. The registered online legal service providers would also be required to advise consumers of the type of form that they are providing.
The BOG was scheduled to take final action on the proposal at the July 2019 meeting in Key Largo; however, this was postponed due to a lack of time. The proposed program was also publicly noticed multiple times and received no comments. The proposed program will now be sent to the Supreme Court for consideration and potential implementation.
Bottom line: This proposed program to related “online legal service providers” is voluntary (and would presumably create a safe harbor if the requirements were followed); however, it may also be a step toward the actual regulation of such entities. In addition, if the program is approved by the Florida Supreme Court, the online entities could market themselves as “Registered with The Florida Bar” if they follow the program requirements, including submitting to the jurisdiction of Florida for the resolution of consumer complaints This may provide an incentive for such entities to participate in the program.
Be careful out there.
As always, if you have any questions about this Ethics Alert or need assistance, analysis, and guidance regarding ethics, risk management, or other issues, please do not hesitate to contact me.
My law firm focuses on review, analysis, and interpretation of the Rules Regulating The Florida Bar, advice and representation of lawyers in Bar disciplinary matters, advice and representation of applicants for admission to The Florida Bar before the Board of Bar Examiners, defense of all Florida licensed professionals in discipline and admission matters before all state agencies and boards, expert ethics opinions, and practice management for lawyers and law firms. If there is a lawyer or other Florida professional license involved, I can defend the complaint or help you get your license.
If you have any questions or comments, please call me at (727) 799-1688 or e-mail me at [email protected]. You can find my law firm on the web at www.jac-law.com. In addition to handling individual cases, matters, problems and issues for my clients, I also am on retainer to provide ethics advice to numerous lawyers and law firms throughout the state of Florida. I also provide legal assistance and advice to numerous individuals and non-legal entities to help insure compliance with the law and rules related to UPL and other issues.
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Joseph A. Corsmeier, Esquire
Law Office of Joseph A. Corsmeier, P.A.
2999 Alt. 19, Suite A
Palm Harbor, Florida
Office (727) 799-1688
Fax (727) 799-1670
Please note: My office has moved and the new office address is 2999 Alt. 19, Palm Harbor, FL 34683. All other contact information remains the same.