Curious where you'd draw the line here. Client intake and status updates run on the same technology as the drafting work, just without anyone checking a citation.
Does the same caution apply, or does the risk profile change enough that it's a different conversation?
The intake process requires the same precautions with respect to protecting confidentiality and making only accurate, nonmisleading statements while advertising. But by definition, a new intake doesn’t yet (and may never) involve an existing attorney-client relationship or making any statements to a court. Fewer duties, and fewer people to whom the duties are owed, mean slightly less risk and more flexibility at that stage.
Makes sense, Ryan. Though the failure gets quieter at that stage rather than smaller. A bad citation ends up in front of a judge. A prospect who called Tuesday and never got called back just calls the next firm, and nobody ever hears about it. Open to be corrected, though, as you're the expert here.
Curious where you'd draw the line here. Client intake and status updates run on the same technology as the drafting work, just without anyone checking a citation.
Does the same caution apply, or does the risk profile change enough that it's a different conversation?
The intake process requires the same precautions with respect to protecting confidentiality and making only accurate, nonmisleading statements while advertising. But by definition, a new intake doesn’t yet (and may never) involve an existing attorney-client relationship or making any statements to a court. Fewer duties, and fewer people to whom the duties are owed, mean slightly less risk and more flexibility at that stage.
Makes sense, Ryan. Though the failure gets quieter at that stage rather than smaller. A bad citation ends up in front of a judge. A prospect who called Tuesday and never got called back just calls the next firm, and nobody ever hears about it. Open to be corrected, though, as you're the expert here.