compete successfully with online legal forms

#ClioWeb

Competing Successfully With Online Legal Forms

Joshua LenonDirector, Communications at Clio

Matt Kaufman, Head of Attorney Services - Rocket Lawyer

Vincent Morris, Director - Arkansas Legal Services Partnership

#ClioWeb

#ClioWeb

Today’s Presentation• Online Legal Forms• Use of Legal Forms in Practice• Forms as Research Tools• Forms as Revenue Tools• Guest Speaker: Matt Kaufman• Creating Your Own Forms• Guest Speaker: Vincent Morris• Questions

ONLINE LEGAL FORMS

#ClioWeb

Bespoke Standardized

Systematized

Rise of Online Forms

Packaged Commoditized

#ClioWeb

Bespoke Standardized

Systematized

Rise of Online Forms

Packaged Commoditized

#ClioWeb

• Online• Downloadable in blank or finished

format• Fixed price• Specific Use• Reliable Source

Features of Online Forms

#ClioWeb

Sources of Forms

#ClioWeb

• Florida Bar v. Stupica, 300 So. 2d 683, 686 (Fla. 1974).

• State Ex Rel. Indiana State Bar Association v. Diaz, 838 N.E.2d 433 (Ind. 2005).

• Unauthorized Practice of Law Comm. v. Parsons Tech. Inc., 179 F.3d 956, 956 (5th Cir. 1999).

Legal Profession Response

#ClioWeb

American Bar AssociationFormal Opinion 08-451 August 5, 2008Lawyer’s Obligations When Outsourcing Legal and Nonlegal Support Services

Rules 1.1, 1.6, 5.1, 5.3, 5.5

Bar Associations

FORMS AS A RESEARCH TOOL

Online Publishers

Example:Complete Will

Price: Free to $69Last Updated: August 2012

Traditional Publishers

Example:Missouri Probate Forms

Price: $168Last Updated: 1997

Costs of Forms Research

Searchability

#ClioWeb

Searchability

#ClioWeb

Functionality

#ClioWeb

Functionality

#ClioWeb

Rocket Lawyer:• “ROCKET LAWYER CONTENT IS NOT

FOR RESALE. “

Legal Zoom:• “grants a limited, personal, non-

exclusive, non-transferable license to use their forms for personal, internal business use, or if you are an attorney or professional, for your client.”

Licensing

FORMS AS REVENUE TOOLS

#ClioWeb

Loss Leaders

Affiliate Sales

#ClioWeb

Client Lead Engines

MATT KAUFMANHEAD OF ATTORNEY SERVICESROCKET LAWYER

Head of Attorney Services at Rocket Lawyer

Matt Kaufman

CREATING YOUR OWN ONLINE FORMS

#ClioWeb

Requirements:

• Input• Editing• Fixed Output• Delivery Method

Tools

#ClioWeb

Tools

#ClioWeb

Using Your Own Forms

#ClioWeb

Creating a New Service

VINCENT MORRISDIRECTOR, ARKANSAS LEGAL SERVICES PARTNERSHIP

Director of the Arkansas Legal Services Partnership

Vincent Morris

#ClioWeb

• Online Forms appeal to consumers • Changing marketplaces exist• Technology keeps advancing

• Lawyers can seize varied opportunities to incorporate forms and form providers in their practice

Summary

QUESTIONS

joshua@goclio.com@Joshualenon

Thank You

www.goclio.com@goClio

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