compete successfully with online legal forms
TRANSCRIPT
#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
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#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
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Bespoke Standardized
Systematized
Rise of Online Forms
Packaged Commoditized
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Bespoke Standardized
Systematized
Rise of Online Forms
Packaged Commoditized
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• Online• Downloadable in blank or finished
format• Fixed price• Specific Use• Reliable Source
Features of Online Forms
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Sources of Forms
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• 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
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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
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Searchability
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Functionality
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Functionality
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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
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Loss Leaders
Affiliate Sales
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Client Lead Engines
MATT KAUFMANHEAD OF ATTORNEY SERVICESROCKET LAWYER
Head of Attorney Services at Rocket Lawyer
Matt Kaufman
CREATING YOUR OWN ONLINE FORMS
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Requirements:
• Input• Editing• Fixed Output• Delivery Method
Tools
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Tools
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Using Your Own Forms
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Creating a New Service
VINCENT MORRISDIRECTOR, ARKANSAS LEGAL SERVICES PARTNERSHIP
Director of the Arkansas Legal Services Partnership
Vincent Morris
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• 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
