Wisconsin
Lawyer
Vol. 81, No. 2, February
2008
Ethics
Developing an Ethical Firm Web Site
A Web site can be an excellent marketing tool for law firms of all
sizes - when it's set up and used correctly. Here are some tips about
site appearance, functionality, and content to help make your site
effective and ethical. For ethics advice, call (608) 250-6168 or (800)
444-9404,
ext. 6168.
Sidebar:
by Dean R. Dietrich
Question
I am developing a Web site for my law firm. What things should I be
careful about?
Answer
The development of a Web site for communication about your firm's
services
and personnel is an excellent way to market your law firm. This is
particularly
true for sole practitioners and small law firms that need to compete
with other
law firms on a regional or statewide basis. Nancy Roberts Linder, a
consultant
who helps lawyers develop Web sites, offers the following suggestions
for
lawyers considering the development of a firm Web site.
Dean R. Dietrich, Marquette 1977, of Ruder Ware,
Wausau, is chair of the State Bar Professional Ethics Committee.
Design considerations. Selecting the right person to
create or
redesign your Web site is crucial to obtaining an effective product.
Choose a
designer who has worked with law firms before. Ask your colleagues in
law firms that
have a Web site who they would recommend, or do a Google search. Review
your Web
site contract carefully to make sure the agreement specifies that you
own the
text (copy), the graphics, and the design (layout). Ask the designer to
verify
that images and photos used (if they are not photos that you have taken)
are
from free resources and are not copyrighted or do not require a
licensing fee.
Also, consider how you are going to add to and update the information on
your
site. Many firms require their Web site designers to create a site that
law firm
staff members can easily maintain. Lastly, when choosing a company to
host your
Web site, look for one that provides tracking reports that detail
visitors and
page views (what visitors are looking at) - this information will help
you
assess what pages on your site are of most interest.
Content considerations. Content is king when it comes to
law firm
Web sites. If your goal is to obtain exposure for your firm and attract
potential clients, you will want to include relevant examples of your
experience and
background on your practice areas. The key is to go beyond generalities
and focus
on credibility-building information such as detailed attorney
biographies
that showcase specific experience handling legal matters. You should
also
include case, counseling, and transaction summaries for representative
matters. It
is important that this information highlight how you help clients
achieve
their goals and solve their problems while also ensuring confidentiality
of
client identities.
Ethical issues. Ethical issues also arise when developing
a law firm
Web site. The advertising rules (SCR 20:7.1 through 7.4) apply to a
law firm
Web site. Generally speaking, a law firm Web page is considered to be
the same as
a yellow pages advertisement or other marketing tool used by the lawyer.
Electronic communication opportunities through the Web site create
additional
concerns, because the Web site normally is considered an invitation for
persons to
communicate with the law firm or lawyers in the law firm, and such
communications
may be subject to confidentiality and conflicts of interest concerns.
Web sites need to comply with the Supreme Court Rules on
advertising.
SCR 20:7.1 provides that lawyer advertising must
not be false or misleading. For example, testimonials on the Web
page must indicate if they are paid
testimonials. Individuals in pictures of clients must be identified as
actors if they
are not actual clients. In addition, lawyers must be careful when
identifying
the nature and scope of services provided to clients to avoid any
impression that
a lawyer is certified as a specialist in particular areas of the law
unless
the lawyer has been properly certified by an appropriate organization
approved
by the American Bar Association, according to SCR 20:7.03. Lawyers also
must
be careful that they clearly identify the states in which they are
licensed
to practice to avoid confusion over the right to represent clients in
other
states, which would constitute the unauthorized practice of law under
SCR 20:5.5.
Concerns about electronic
communications. One of the primary reasons to have a Web site is to
assist clients to communicate with lawyers or the law
firm by email. Receiving a communication from a potential client through
the Web
site could create situations in which the potential client gives
important
information to the attorney that the potential client believes will be
kept
confidential. The Web site should include a disclaimer stating that
sending an
email communication to the law firm or a particular attorney does not
automatically create an attorney-client relationship and that the
information contained in
the email is not automatically protected under SCR 20:1.6, the
confidentiality
rule. Conflicts of interest also can arise if a lawyer receives
information by
email communication and that information is of such detail or nature
that the
lawyer acquires sufficient information to be conflicted out of
representing a
current client. These are reasons for developing a protective system,
such as a
"click-through" warning that requires the person sending the
email to agree that
the mere sending of an email does not create an attorney-client
relationship.
SCR 20:1.18, the new rule on "prospective clients,"
identifies the duty
of confidentiality and loyalty that a lawyer may owe to a prospective
client
even though the lawyer decides not to represent the individual. This
rule
describes mechanisms that allow a lawyer to be screened from
representing a current
client because of information gained while communicating with a
prospective
client; however, proper notice must be given to the prospective client
and
screening mechanisms must be put in place to segregate that attorney
from participating
in the representation on behalf of another client.
Tips to Develop Web Pages
Listed below are suggestions for lawyers when creating and using Web
sites:
Make sure to identify the states of licensure for each attorney in the
law firm.
- Use a "click-through" or "click-wrap around"
mechanism to require a
prospective client communicating with the law firm or lawyer by
email to agree
that information communicated by email is not protected as
confidential and the
email communication does not create an attorney-client relationship.
- Ensure that descriptions of legal services provided by the lawyer
or
law firm are not false or misleading by making sure that they
accurately and
succinctly describe the types of services provided by the lawyer or
law firm.
- If you are going to describe cases that you have handled, either
obtain permission from the client to use the client's name or
describe the
representation in a generic fashion so that the client cannot be
identified in any way.
- If you are going to use testimonials from a client, you must
indicate
if the testimonial has been paid for in any fashion.
- If you are using pictures of individuals who are identified as
clients,
you must clearly indicate if the individual is an actor portraying a
client.
- When describing areas of practice, you may indicate that your
practice
is focused in particular areas or that you limit your practice to
particular
areas of the law, but be careful to avoid any impression that you
are a
certified specialist recognized by an organization unless you have
satisfied the
certification requirements of that organization.
- You must be careful when describing case outcomes so that you do
not
create an unreasonable expectation of success in a future
representation.
Lawyers have had great success using law firm Web sites to
market their
law practices. Following common sense guidelines will help you comply
with the
Rules of Professional Conduct.
Wisconsin
Lawyer