A Continuing Legal Education (CLE)Presentation on the legal ethics of social media based on the PA Rules of Professional Responsibility. Presented at the Dickinson School of Law in September 2011.
1. The Legal Ethics
of Social Media
Tweeting, Blogging, Linking, Digging
and the Rules of Professional Responsibility
Presented by:
Ed Lanza
September 2011
3. Are Luddites Incompetent?
Rule 1.1 – Competence
Rules require legal
knowledge, skill, thoroughness and
preparation
Can a 21st century lawyer claim competence
if she’s not online?
Does over-reliance on the Internet
compromise our competence?
Modern lawyers need to be good at many
things.
4. Lawyering at the Speed of Light
Rules 1.3 & 1.4 - Diligence &
Communication
E-tools allow lawyers to do more in less
time (the curse of the Blackberry)
Clients have come to expect more
communication at all times
Social media is tailor-made for interaction in
real time (twitter, chat, texting, skype)
Avoid snap judgments!
5. It’s Just Between Us “Friends” ;-)
Rule 1.6 – Confidentiality
Lawyers have a duty of confidentiality that
may conflict with social media activities
Don’t discuss a case without client’s consent
Electronic communications may be subject
to discovery and disclosure
The lawyer’s duty to safeguard client
confidential data should trump social
networking
6. Confidentiality (continued)
Clients can waive confidentiality by using
social media (blog, chat, Facebook, etc.)
The lawyer must advise the client of the
dangers of social media
Keeping client secrets in the age of
WikiLeaks is a challenge
Lawyers must discuss with clients the
potential of security breaches
(hacking, cyber-spying, etc.)
7. You Had Me at Hello! (match.com)
Rules 1.8, 1.13, 1.16, 1.18 – The
Attorney-Client Relationship
An online “consultation” may create a
relationship (simple Q&A)
The creation of an attorney-client
relationship comes with a host of legal
duties and responsibilities
On a blog use a disclaimer – “this is not
legal advice; seek counsel”
8. Friending the Enemy
Rule 4 – Dealings with Third Persons
No lying or deceit
A reader may interpret a post literally that
you intended as a joke (no irony online)
You must not communicate with a 3rd
person who is represented by counsel
You can’t use Facebook to contact an
opposing party or violate a 3rd person’s
right in order to get evidence
10. The Simpson Trial Syndrome
Rule 3.6 – Trial Publicity
No extrajudicial statements that are
prejudicial to a proceeding
A lawyer can mitigate the effects of adverse
trial publicity
Stick to neutral facts that are “of record”
This rule may interfere with a lawyer’s
“marketing” efforts
11. Multi-Jurisdictional Practice Online
Rule 5.5 – Unauthorized Practice of
Law
You cannot practice in a state unless you
are admitted
The web knows no jurisdictional
boundaries
Temporary services (with admitted
lawyer) and Pro Hac Vice admissions
12. Advertising
Rule 7.2 – Ad restrictions
Television-era rules for the Internet age
Blogging as a marketing tool
Rule 7.3 – Direct contact with client
Solicitation by “real-time electronic
communication”
Jurisdictions are split on whether chat or
IM are objectionable
13. Free Speech Is Not Free
Rule 8.2 – Statements on Judges
Officers of the Court can’t criticize the
Court freely
Sean Conway, Esq.: “Evil, Unfair Witch”
No First Amendment protection
14. Miranda Warnings
You have the right to remain silent.
Anything you say can and will be used
against you.
You have the right to talk to a lawyer.
You can stop talking at any time.
Do you understand these rights?
Do you still want to make a statement?
15. The Future & the Cloud
Privilege & Confidentiality in the paperless
office
Where are the client’s records and who’s
the custodian?
The Cloud is cost-effective, but proper
security is costly
It all starts at the beginning – the first rule in the Code requires lawyers to, among other things:- continuous learning, training and study- sharpen existing legal skill and acquire new skills- keep abreast of changes in the lawAll these areas can be enhanced by judicious use of technology and e-toolsIt’s a double-edged sword – you need to be online to be informed, but you can’t abandon old-fashioned ways of sharpening your legal knowledge and skills.
The curse of the BlackberryA double-edge sword: 1. we can work and communicate faster2. working faster may lead to instant analysis, quickie advice, rushed judgment and mistakesLawyers must beware of the temptation to provide instant answers to tough questions.If we don’t have time to think and reflect, we are likely to act thoughtlessly (not a good thing)
A public defender in Illinois was charged with publishing client confidences when she blogged about indigents she represented and referred to them by first name or jail ID number.In another case,
The availability of THE CLOUD and cloud-related service creates a whole new level of pitfalls for lawyers.While cloud services may be more cost-effective, lawyers must be conscious of the additional levels of security that may be required to protect confidentiality.
Hypo:AFacebook friend posts the following on your wall: “My doctor botched my vasectomy. My wife is pregnant. I want to sue.” A lawyer friend responds: “Don’t bother. No damages, no case.”
You’d think that the no-lying rule is a “no-brainer.” But there are more than a few examples of lawyers lying to the Court. During a quick search on the Internet, I found two examples of a lawyer asking a judge for a trial extension based on a death in the family, only to have the judge look on Facebook and finding vacation and party pictures (TX & NY).Rule 4.4 – A lawyer shall not use methods of obtaining evidence that violate the legal rights of a third person.What if an opposing party has used social media (Facebook) to post incriminating information to “friends.”
Lawyers have used traditional discovery methods (interrogatories, depositions, etc.) to obtain information about litigants on the other side of contentious disputes.More and more, online searches have become part of the lawyer’s most powerful investigatory tools. However, care must be taken to use these tools properly while staying within bounds of ethical conduct.This image is taken from:Handbook on Conducting Research on Social-Networking Websites in CaliforniaCreated by David Lee and Shane Witnov at theSamuelson Law, Technology & Public Policy Clinic, UC Berkeley School of LawFor: The Santa Clara County Public Defender’s Office
The rule forbids the establishment of “an office or other systematic and continuous presence in the jurisdiction for the practice of law.” Rule 5.5(b)(1).There is a question as to whether an online presence is systematic and continuous enough so as to trigger a violation of the rules.
The rules describe restrictions on advertising or “public communication.” What about LinkedIn recommendations?There is a question about what constitutes public communication and whether something like a blog is the type of public communication that the rules seek to regulate (it’s a hybrid).In Pennsylvania, you can have direct contact through email, but not a chat room. Whether rule 7.3 is violated will depend on the type of communication used (a blog may be OK, but Skype may not).Philadelphia Bar Association, Professional Guidance Committee, Opinion 2010-6 (June 2010).
In 2008, an attorney in Florida was fined $1,200 for a blog post in which he called a judge and “evil, unfair witch.” The Florida Supreme Court considered the litigants’ first amendment arguments and ultimately found that the fine was appropriate.