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Effortless Social Media for
Lawyers
Joshua Lenon
Director, Communications at Clio
Omar Ha-Redeye
Fleet Street Law

#ClioWeb
Today’s Presentation
• Social Media 101
• Social Media & Professional Rules of
Conduct
• Running Your Own Effortless Social Media
Campaign
• Guest Speaker: Omar Ha-Redeye
• Questions

#ClioWeb
Which is NOT subject to
professional rules?
1. “Case finally over. Unanimous verdict! Celebrating tonight.”

2. “Won a million dollar verdict. Tell your friends and check out my
website.”

3. “Won another personal injury case. Call me for a free consultation.”

4. "Another great victory in court today! My client is delighted. Who
wants to be next?"

5. “Just published an article on wage and hour breaks. Let me know if
you would like a copy.”

•
•

FORMAL OPINION NO. 2012-186
http://www.lawsitesblog.com/2013/01/california-rules-on-ethics-of-social-media-postings.html

#ClioWeb
Which is NOT subject to
professional rules?
1. “Case finally over. Unanimous verdict! Celebrating tonight.”

2. “Won a million dollar verdict. Tell your friends and check out my
website.”

3. “Won another personal injury case. Call me for a free consultation.”

4. "Another great victory in court today! My client is delighted. Who
wants to be next?"

5. “Just published an article on wage and hour breaks. Let me know if
you would like a copy.”

•
•

FORMAL OPINION NO. 2012-186
http://www.lawsitesblog.com/2013/01/california-rules-on-ethics-of-social-media-postings.html

#ClioWeb
SOCIAL MEDIA 101
What is Social Media?
Electronic Social Media (ESM)
• “Internet-based electronic social networking
sites that require an individual to
affirmatively join and accept or reject
connection with particular persons”
• Information source
• Distribution source
• Networking tool
#ClioWeb
Where is Social Media?
• The Internet!
• Facebook
• Google+
• Twitter
• LinkedIn
• SlideShare
• Tumblr
• Quora
#ClioWeb
Why use Social Media?
• Free
• Massive Reach
• It works

#ClioWeb
Facebook
• Personal profile v. Business page
• Personal - private, stringent privacy
settings
• Business page - public, searchable, all
about firm, work and community
involvement
• Networking -- Groups, largest platform to
date
#ClioWeb
Twitter
• 140 character engagement platform
• Networking tool:
• #Hashtags
• Conferences
• Chats
• 3rd party apps
• Easy to distribute information from other
sources like your blog
#ClioWeb
LinkedIn
• Professional network
• Resume and publications
• Networking - you choose with whom to
network, or not include
• Groups useful way to find and share
information, esp niche information

#ClioWeb
Google+
• Combination of Twitter and Facebook
• Allows Personal profiles & Business pages
• Business page activity helps with Google
search results
• Networking tool, esp with Communities

#ClioWeb
Blogs
• Content that demonstrates your knowledge,
understanding and personality
• Articles
• Commentary
• New law summaries
• Two options:
• Hosted
• Self-hosted (yourdomain.com)
• Guest blogging is a good way to get your feet
wet without the hassle of managing a blog
#ClioWeb
Choosing Mediums
•

Decide on Objectives
• Thought Leader
• Gain Clients
• Establish yourself in New Community
• Follow your audience

#ClioWeb
Thought Leadership

#ClioWeb
Gain Clients

#ClioWeb
New Community

#ClioWeb
Choosing Mediums
• Go where you audience is, which may not be
everywhere
• Results are cumulative
• Takes 10 times longer to see results
• Audience is 100 times larger
• Trackable

#ClioWeb
SOCIAL MEDIA &
PROFESSIONAL RULES OF CONDUCT
Model Rules of
Professional Conduct
• 7.1 - Communication Concerning a Lawyer's
Services
• 7.2 - Advertising
• 7.3 - Solicitation of Clients
• 8.4(c) - Misconduct
• 4.1(a) - Truthfulness in Statements to Others
• 5.1 & 5.3 – Law Firms’ Responsibilities
• 1.18 - Duties to Prospective Client
• 1.6 - Confidentiality of Information
• 1.9 - Duties to Former Clients
#ClioWeb
Model Rules of
Professional Conduct
• 7.1 - Communication Concerning a
Lawyer's Services
• 7.2 - Advertising
• 7.3 - Solicitation of Clients
• 8.4(c) - Misconduct
• 4.1(a) - Truthfulness in Statements to Others
• 5.1 & 5.3 – Law Firms’ Responsibilities
• 1.18 - Duties to Prospective Client
• 1.6 - Confidentiality of Information
• 1.9 - Duties to Former Clients
#ClioWeb
7.1 - Communication Concerning a
Lawyer's Services
“A lawyer shall not make a false or misleading
communication about the lawyer or the lawyer's
services. “
• Applies to Rule 7.2 – Advertising
• Must distinguish past results from future
cases

#ClioWeb
7.2 - Advertising
• May advertise services through written,
recorded or electronic communication,
including public media.
• Pay the reasonable costs of advertisements
or communications
• Any communication made pursuant to this
rule shall include the name and office
address of at least one lawyer or law firm
responsible for its content.
#ClioWeb
7.3 - Solicitation of Clients
• A lawyer shall not by in-person, live
telephone or real-time electronic contact
solicit professional employment when a
significant motive for the lawyer's doing so is
the lawyer's pecuniary gain.

#ClioWeb
1.18 - Duties to
Prospective Client
• A person who consults with a lawyer about
the possibility of forming a client-lawyer
relationship with respect to a matter is a
prospective client.

#ClioWeb
States Rules
• Differentiate between Communications &
Non-communications
• Disclaimers for previous results
• Record retention for communications versus
content
• Contact information requirements

#ClioWeb
Which is NOT subject to
professional rules?
1. “Case finally over. Unanimous verdict! Celebrating tonight.”

2. “Won a million dollar verdict. Tell your friends and check out my
website.”

3. “Won another personal injury case. Call me for a free consultation.”

4. "Another great victory in court today! My client is delighted. Who
wants to be next?"

5. “Just published an article on wage and hour breaks. Let me know if
you would like a copy.”

•
•

FORMAL OPINION NO. 2012-186
http://www.lawsitesblog.com/2013/01/california-rules-on-ethics-of-social-media-postings.html

#ClioWeb
“Won a million dollar
verdict. Tell your friends and
check out my website.”

Communication with adverse presumption.
“Won a million dollar
verdict. Tell your friends and
check out my website.”

Communication with adverse presumption.
“Won another personal
injury case. Call me for a
free consultation.”

Communication.
“Won another personal
injury case. Call me for a
free consultation.”

Communication.
"Another great victory in
court today!
My client is delighted.
Who wants to be next?"

Communication with adverse presumption.
"Another great victory in
court today!
My client is delighted.
Who wants to be next?"

Communication with adverse presumption.
“Case finally over.
Unanimous verdict!
Celebrating tonight.”

Not a communication…
“Just published an article
on wage and hour breaks.
Let me know if you would
like a copy.”

Not a communication.
Content Selection
• Avoid bragging or begging
• Discuss general legal content
• Internal
• External
• Discuss firm activity outside of representation
• Give credit to content creators
• Personality welcome

#ClioWeb
Personality

#ClioWeb
RUNNING YOUR OWN EFFORTLESS
SOCIAL MEDIA CAMPAIGN
Objectives
• Outcomes:
• Thought Leader
• Gain Clients
• Establish yourself in New Community
• Go where you audience is, which may not be
everywhere

#ClioWeb
Existing Content
Audit communications you're already making
• Newsletter
• Advertising
• Articles
• Interviews
• Meetings

#ClioWeb
New Content
• Think of your reading routine
• RSS feeds
• Home page of local newspaper
• Legal Journal
• Bar Associations
• Blogs
• Newsletters
• Use share buttons for pieces you find
interesting
#ClioWeb
Sample Activities

#ClioWeb
Sample Activities

#ClioWeb
Sample Activities

#ClioWeb
Sample Activities

#ClioWeb
Tools
• Hootsuite

• Tweetdeck

• Facebook Pages

• Dlvr.it
Results
REMEMBER:
Results are cumulative
Takes 10 times longer than you think
Audience 100 times larger
Be consistent

•
•
•
•

#ClioWeb
SUMMARY SLIDE
•
•
•
•
•
•
•

Pick a Goal & go where the audience resides
Avoid bragging or begging
Discuss general legal content
Discuss firm activity outside of representation
Use existing share tools
Personality welcome
Be consistent to get results

#ClioWeb
OMAR HA-REDEYE
FLEET STREET LAWYERS
QUESTIONS
Thank You
www.goclio.com
@goClio
joshua@goclio.com
@Joshualenon
Smallfirminnovation.com
@SFInnovation

@OmarHaRedeye
www.goclio.com | info@goclio.com

#ClioWeb

56

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Effortless social media for lawyers

  • 1. Effortless Social Media for Lawyers Joshua Lenon Director, Communications at Clio Omar Ha-Redeye Fleet Street Law #ClioWeb
  • 2.
  • 3. Today’s Presentation • Social Media 101 • Social Media & Professional Rules of Conduct • Running Your Own Effortless Social Media Campaign • Guest Speaker: Omar Ha-Redeye • Questions #ClioWeb
  • 4. Which is NOT subject to professional rules? 1. “Case finally over. Unanimous verdict! Celebrating tonight.” 2. “Won a million dollar verdict. Tell your friends and check out my website.” 3. “Won another personal injury case. Call me for a free consultation.” 4. "Another great victory in court today! My client is delighted. Who wants to be next?" 5. “Just published an article on wage and hour breaks. Let me know if you would like a copy.” • • FORMAL OPINION NO. 2012-186 http://www.lawsitesblog.com/2013/01/california-rules-on-ethics-of-social-media-postings.html #ClioWeb
  • 5. Which is NOT subject to professional rules? 1. “Case finally over. Unanimous verdict! Celebrating tonight.” 2. “Won a million dollar verdict. Tell your friends and check out my website.” 3. “Won another personal injury case. Call me for a free consultation.” 4. "Another great victory in court today! My client is delighted. Who wants to be next?" 5. “Just published an article on wage and hour breaks. Let me know if you would like a copy.” • • FORMAL OPINION NO. 2012-186 http://www.lawsitesblog.com/2013/01/california-rules-on-ethics-of-social-media-postings.html #ClioWeb
  • 7. What is Social Media? Electronic Social Media (ESM) • “Internet-based electronic social networking sites that require an individual to affirmatively join and accept or reject connection with particular persons” • Information source • Distribution source • Networking tool #ClioWeb
  • 8. Where is Social Media? • The Internet! • Facebook • Google+ • Twitter • LinkedIn • SlideShare • Tumblr • Quora #ClioWeb
  • 9. Why use Social Media? • Free • Massive Reach • It works #ClioWeb
  • 10. Facebook • Personal profile v. Business page • Personal - private, stringent privacy settings • Business page - public, searchable, all about firm, work and community involvement • Networking -- Groups, largest platform to date #ClioWeb
  • 11. Twitter • 140 character engagement platform • Networking tool: • #Hashtags • Conferences • Chats • 3rd party apps • Easy to distribute information from other sources like your blog #ClioWeb
  • 12. LinkedIn • Professional network • Resume and publications • Networking - you choose with whom to network, or not include • Groups useful way to find and share information, esp niche information #ClioWeb
  • 13. Google+ • Combination of Twitter and Facebook • Allows Personal profiles & Business pages • Business page activity helps with Google search results • Networking tool, esp with Communities #ClioWeb
  • 14. Blogs • Content that demonstrates your knowledge, understanding and personality • Articles • Commentary • New law summaries • Two options: • Hosted • Self-hosted (yourdomain.com) • Guest blogging is a good way to get your feet wet without the hassle of managing a blog #ClioWeb
  • 15. Choosing Mediums • Decide on Objectives • Thought Leader • Gain Clients • Establish yourself in New Community • Follow your audience #ClioWeb
  • 19. Choosing Mediums • Go where you audience is, which may not be everywhere • Results are cumulative • Takes 10 times longer to see results • Audience is 100 times larger • Trackable #ClioWeb
  • 20. SOCIAL MEDIA & PROFESSIONAL RULES OF CONDUCT
  • 21. Model Rules of Professional Conduct • 7.1 - Communication Concerning a Lawyer's Services • 7.2 - Advertising • 7.3 - Solicitation of Clients • 8.4(c) - Misconduct • 4.1(a) - Truthfulness in Statements to Others • 5.1 & 5.3 – Law Firms’ Responsibilities • 1.18 - Duties to Prospective Client • 1.6 - Confidentiality of Information • 1.9 - Duties to Former Clients #ClioWeb
  • 22. Model Rules of Professional Conduct • 7.1 - Communication Concerning a Lawyer's Services • 7.2 - Advertising • 7.3 - Solicitation of Clients • 8.4(c) - Misconduct • 4.1(a) - Truthfulness in Statements to Others • 5.1 & 5.3 – Law Firms’ Responsibilities • 1.18 - Duties to Prospective Client • 1.6 - Confidentiality of Information • 1.9 - Duties to Former Clients #ClioWeb
  • 23. 7.1 - Communication Concerning a Lawyer's Services “A lawyer shall not make a false or misleading communication about the lawyer or the lawyer's services. “ • Applies to Rule 7.2 – Advertising • Must distinguish past results from future cases #ClioWeb
  • 24. 7.2 - Advertising • May advertise services through written, recorded or electronic communication, including public media. • Pay the reasonable costs of advertisements or communications • Any communication made pursuant to this rule shall include the name and office address of at least one lawyer or law firm responsible for its content. #ClioWeb
  • 25. 7.3 - Solicitation of Clients • A lawyer shall not by in-person, live telephone or real-time electronic contact solicit professional employment when a significant motive for the lawyer's doing so is the lawyer's pecuniary gain. #ClioWeb
  • 26. 1.18 - Duties to Prospective Client • A person who consults with a lawyer about the possibility of forming a client-lawyer relationship with respect to a matter is a prospective client. #ClioWeb
  • 27. States Rules • Differentiate between Communications & Non-communications • Disclaimers for previous results • Record retention for communications versus content • Contact information requirements #ClioWeb
  • 28. Which is NOT subject to professional rules? 1. “Case finally over. Unanimous verdict! Celebrating tonight.” 2. “Won a million dollar verdict. Tell your friends and check out my website.” 3. “Won another personal injury case. Call me for a free consultation.” 4. "Another great victory in court today! My client is delighted. Who wants to be next?" 5. “Just published an article on wage and hour breaks. Let me know if you would like a copy.” • • FORMAL OPINION NO. 2012-186 http://www.lawsitesblog.com/2013/01/california-rules-on-ethics-of-social-media-postings.html #ClioWeb
  • 29. “Won a million dollar verdict. Tell your friends and check out my website.” Communication with adverse presumption.
  • 30. “Won a million dollar verdict. Tell your friends and check out my website.” Communication with adverse presumption.
  • 31. “Won another personal injury case. Call me for a free consultation.” Communication.
  • 32. “Won another personal injury case. Call me for a free consultation.” Communication.
  • 33. "Another great victory in court today! My client is delighted. Who wants to be next?" Communication with adverse presumption.
  • 34. "Another great victory in court today! My client is delighted. Who wants to be next?" Communication with adverse presumption.
  • 35. “Case finally over. Unanimous verdict! Celebrating tonight.” Not a communication…
  • 36. “Just published an article on wage and hour breaks. Let me know if you would like a copy.” Not a communication.
  • 37. Content Selection • Avoid bragging or begging • Discuss general legal content • Internal • External • Discuss firm activity outside of representation • Give credit to content creators • Personality welcome #ClioWeb
  • 39. RUNNING YOUR OWN EFFORTLESS SOCIAL MEDIA CAMPAIGN
  • 40. Objectives • Outcomes: • Thought Leader • Gain Clients • Establish yourself in New Community • Go where you audience is, which may not be everywhere #ClioWeb
  • 41. Existing Content Audit communications you're already making • Newsletter • Advertising • Articles • Interviews • Meetings #ClioWeb
  • 42. New Content • Think of your reading routine • RSS feeds • Home page of local newspaper • Legal Journal • Bar Associations • Blogs • Newsletters • Use share buttons for pieces you find interesting #ClioWeb
  • 47. Tools • Hootsuite • Tweetdeck • Facebook Pages • Dlvr.it
  • 48. Results REMEMBER: Results are cumulative Takes 10 times longer than you think Audience 100 times larger Be consistent • • • • #ClioWeb
  • 49. SUMMARY SLIDE • • • • • • • Pick a Goal & go where the audience resides Avoid bragging or begging Discuss general legal content Discuss firm activity outside of representation Use existing share tools Personality welcome Be consistent to get results #ClioWeb
  • 51.

Notas del editor

  1. This is GoToWebinar, the product we are using for this webinar, you will notice that there is a Questions box on the bottom right of your panel where you can enter in questions as we go through the webinar. I will go back and answer them at the end. You can raise your hand which looks like a hand icon with an up arrow underneath. If you are having technical difficulties, meaning you cannot see my mouse moving around the screen or you can’t hear me, please click on this and then type into the questions panel exactly the problem you are having so we can address it as quickly as possible.Second, we will be addresses questions sent at the end of this presentation. So please don’t feel bad if your question isn’t answered immediately.
  2. Facebook: 1.06 billion monthly active usersTwitter: 500 million total users, more than 200 million active users Google+: 343 million active users  LinkedIn: 200 million users 
  3. A lawyer’s communication typically does not constitute a solicitation if it is directed to the general public, such as through a billboard, an Internet banner advertisement, a website or a television commercial, or if it is in response to a request for information or is automatically generated in response to Internet searches. 
  4. Omar, can you tell us a little about yourself and your firm?When did you start using Social Media?What are some of the benefits you found from using Social Media?How do you work Social Media into your daily workflow?Advice for lawyers using social media?Have you ever run afoul of professional ethics rules while using Social Media?