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Breakout 7 - Putting Yourself Out There: Navigating
Ethical and Legal Issues in Social Media
Teacher: Lisa Borodkin, Esq.
2015 Summit – Newport Beach, CA
Twitter: @lisaborodkin
Twitter hashtag: #NAELASummit
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Which picture accurately
describes your feelings about
social media?
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Option 1:
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Option 2:
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Ethical Issues in:
1. Building Your Profile
2. Interacting with Clients
3. Growing Your Network
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Building Your Profile:
When Does Social Media Become
“Attorney Advertising?”
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Focus on inbound marketing.
Bates v. State Bar of Arizona, 433
U.S. 350 (1977) – Attorneys may
advertise.
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Commercial speech does no
more than propose a commercial
transaction.
Information, entertainment,
education have more than a
pecuniary motive.
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
When does a blog post become
Attorney Advertising?
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Hunter v. Virginia State Bar (Sup. Ct. Va.
2013)
• “This Week in Richmond Criminal
Defense” part of a law firm website
• Discussed only the firm’s cases
• Not interactive (no comments)
• No disclaimer
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Ethics tips for blogging:
• Keep it separate from your
firm website
• Keep it general
• Keep it interactive
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Use Social Media Profiles to
Grow Your Practice
• Facebook
• Linkedin
• Twitter
• Avvo
• Quora
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
First, what not to do on social
media . . .
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Pennsylvania Bar Association Formal Opinion 2014-300 (Ethical Obligations for
Attorneys Using Social Media)
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
When does a status update become
“Attorney Advertising”?
California State Bar Formal Opinion
2012-186
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
FTFY (Fixed that for you) . . .
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Tips for using social networking:
• Update, but don’t intrude.
• Be positive, but not promising.
• Be informative, entertaining or
educational.
• Be social, don’t sell.
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
2. Interacting with Clients
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Tips on Interacting with Clients:
• Don’t consult online
• Use disclaimers if unsure
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Yet More Tips on Interacting with
Clients:
• Send an end of engagement
letter/email
• Ask for a review
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
3. Building Your Network
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Quick Tips for Avvo.com:
• Answer questions
• Endorse colleagues
• Use multimedia
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Quick tips for Linkedin.com:
• Include Projects
• Update and link to Twitter
• Give endorsements
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Quick tips for Quora.com:
• Answer questions in your
niche
• Follow top writers
• Cross-post your answers
BREAKOUT 7: PUTTING YOURSELF OUT THERE:
NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
Quick tips for Twitter:
• Cross-post to other sites
• Be interesting
• Don’t be afraid to delete!
2015 Summit | January 29-31 | Newport Beach, CA
Session Take-Aways
After attending this session, you will be able to use
social media and blogs to market your practice within
the legal and ethical parameters governing social
media. Bring your devices.

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Navigating Ethical Problems Social Media

  • 1. Breakout 7 - Putting Yourself Out There: Navigating Ethical and Legal Issues in Social Media Teacher: Lisa Borodkin, Esq. 2015 Summit – Newport Beach, CA Twitter: @lisaborodkin Twitter hashtag: #NAELASummit
  • 2. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Which picture accurately describes your feelings about social media?
  • 3. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Option 1:
  • 4. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 5. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Option 2:
  • 6. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 7. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Ethical Issues in: 1. Building Your Profile 2. Interacting with Clients 3. Growing Your Network
  • 8. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Building Your Profile: When Does Social Media Become “Attorney Advertising?”
  • 9. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Focus on inbound marketing. Bates v. State Bar of Arizona, 433 U.S. 350 (1977) – Attorneys may advertise.
  • 10. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Commercial speech does no more than propose a commercial transaction. Information, entertainment, education have more than a pecuniary motive.
  • 11. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA When does a blog post become Attorney Advertising?
  • 12. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Hunter v. Virginia State Bar (Sup. Ct. Va. 2013) • “This Week in Richmond Criminal Defense” part of a law firm website • Discussed only the firm’s cases • Not interactive (no comments) • No disclaimer
  • 13. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 14. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Ethics tips for blogging: • Keep it separate from your firm website • Keep it general • Keep it interactive
  • 15. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Use Social Media Profiles to Grow Your Practice • Facebook • Linkedin • Twitter • Avvo • Quora
  • 16. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA First, what not to do on social media . . .
  • 17. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Pennsylvania Bar Association Formal Opinion 2014-300 (Ethical Obligations for Attorneys Using Social Media)
  • 18. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 19. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA When does a status update become “Attorney Advertising”? California State Bar Formal Opinion 2012-186
  • 20. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 21. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA FTFY (Fixed that for you) . . .
  • 22. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 23. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Tips for using social networking: • Update, but don’t intrude. • Be positive, but not promising. • Be informative, entertaining or educational. • Be social, don’t sell.
  • 24. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA 2. Interacting with Clients
  • 25. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Tips on Interacting with Clients: • Don’t consult online • Use disclaimers if unsure
  • 26. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 27. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Yet More Tips on Interacting with Clients: • Send an end of engagement letter/email • Ask for a review
  • 28. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA
  • 29. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA 3. Building Your Network
  • 30. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Quick Tips for Avvo.com: • Answer questions • Endorse colleagues • Use multimedia
  • 31. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Quick tips for Linkedin.com: • Include Projects • Update and link to Twitter • Give endorsements
  • 32. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Quick tips for Quora.com: • Answer questions in your niche • Follow top writers • Cross-post your answers
  • 33. BREAKOUT 7: PUTTING YOURSELF OUT THERE: NAVIGATING ETHICAL AND LEGAL ISSUES IN SOCIAL MEDIA Quick tips for Twitter: • Cross-post to other sites • Be interesting • Don’t be afraid to delete!
  • 34. 2015 Summit | January 29-31 | Newport Beach, CA Session Take-Aways After attending this session, you will be able to use social media and blogs to market your practice within the legal and ethical parameters governing social media. Bring your devices.