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ATTORNEY MASTER TERMS AND CONDITIONS - UNITED STATES

These Attorney Master Terms and Conditions (the "Attorney Terms") constitute a legally binding agreement between you (the "Attorney," "Seller," "You," or "Your") and eSolicitors US, a division of Esol Corporation Limited (UK Company Number 16927988) (the "Platform"). These Terms govern your listing on, participation in, and use of the Platform's technology marketplace services throughout the United States of America, including all fifty states and the District of Columbia.

How These Terms Work

Please read these Terms carefully before listing your services on the Platform. These Terms govern your participation in the Platform as a legal services provider. These Terms are presented to you contextually based on your role and location when you visit esolicitors.com/terms. You indicate your acceptance of these Terms at multiple points during your use of the Platform, each of which constitutes binding acceptance of the full Terms: (a) when you register on the Platform as an attorney or legal professional; (b) when you accept a Scoping Call from a Client through the Platform (which binds you to the scoping, engagement, and client care provisions); and (c) when you upload a template or digital product to the marketplace for sale (which binds you to the marketplace listing, intellectual property, and template liability provisions). Each acceptance point confirms your agreement to the Terms as a whole, with particular relevance to the provisions applicable to that action.

By Registering, Accepting a Scoping Call, or Listing a Template, You Confirm That:

(a) You are admitted to practice law in at least one US state or the District of Columbia and are in good standing with the bar of each state in which you are admitted.

(b) You have the authority to enter into these Terms (and, if you are entering on behalf of a law firm or other entity, you have the authority to bind that entity).

(c) You will comply with the Rules of Professional Conduct of every state in which you are admitted and every state in which you deliver legal services to clients through the Platform.

(d) You understand that the Platform is a technology marketplace, not a law firm, and does not direct, supervise, review, or control your legal work (see clause 2A for the Platform's full regulatory status declaration).

(e) You understand that your relationship with each client is a direct attorney-client relationship. The Platform is not a party to that relationship.

(f) You are solely responsible for the quality, accuracy, completeness, and lawfulness of all legal services you provide to clients through the Platform.

(g) You will maintain adequate professional liability (malpractice) insurance or will disclose to each client that you do not carry such insurance, in compliance with the requirements of each state in which you practice (see Part S of these Attorney Terms (Malpractice Insurance Requirements)).

CONTENTS

Part A - General Terms and Marketplace Model

Part B - Your Attorney Profile and Listing

Part C - Your Relationship with Clients

Part D - Your Professional and Ethical Obligations

Part E - Client Identification and Compliance

Part F - Recording, AI Consent, and Data

Part G - Fees and Payments

Part H - Quality, Complaints, and Discipline

Part I - Documents and Confidentiality

Part J - Data Protection and Privacy

Part K - Liability, Indemnity, and Insurance

Part L - General Provisions

Part M - State-Specific Provisions

Part N - Fee Structure Compliance and Rule 5.4 Analysis

Part O - Sales Tax, Use Tax, and Transaction Taxes

Part P - Full Liability Framework

Part Q - Data Protection and Privacy (Detailed)

Part R - Multi-State Practice and Cross-Referrals

Part S - Practice-Specific Requirements

Part T - Practice Models and Engagement Types

Part U0 - Open and Honest Practice Policy

Part U0A - Litigation Duties and Professional Conduct

Part U0B - Governing Law: Multi-State Clarity

Part U1 - Qualification Warranty and Indemnity

Part U2 - State-Specific Advertising Compliance

Part U - Additional Practice Obligations and Platform Features

Part V - Detailed Engagement Workflow Obligations

Part W - Detailed Fee and Billing Obligations

Part X - Ethics, Supervision, and File Management

Part Y - Technology Competence and Data Security

Part Z - Practice Area Obligations and Advertising

Part Z - AI Agent, Cyber Fraud, and Bad Faith Actor Protection

PART A - GENERAL TERMS AND MARKETPLACE MODEL

1. Definitions

In these Attorney Terms, unless the context requires otherwise, capitalised terms have the following meanings:

"AI Scope Script" means the AI-generated summary produced by the Platform from the recorded Scoping Call, which forms the basis of the Milestone Proposal.

"Attorney Account" means your registered account on the Platform through which you manage your profile, accept client engagements, conduct Scoping Calls, submit Milestone Proposals, receive payments, and manage your Platform subscription.

"Attorney Profile" means your publicly visible listing on the Platform, including your name, bar admissions, practice areas, experience, fee information, Credibility Badges, reviews, and any other information you choose to display.

"Attorney Terms" means these Attorney Master Terms and Conditions, including all Parts (A through Z).

"Attorney-Side Platform Fees" means the fees charged by the Platform to you for the Platform's technology services, including the Platform Usage Fee, Technology and AI Fee, Seller Protection Fee, and Compliance and Audit Fee, as published on the Platform's pricing page.

"Beneficial Owner" means an individual who directly or indirectly exercises substantial control over an entity, or who owns or controls twenty-five per cent (25%) or more of the ownership interests of an entity, within the meaning of the Corporate Transparency Act and FinCEN regulations.

"Buyer Protection Fee" means the fee charged by the Platform to the Client on each milestone payment to fund the Platform's dispute resolution, compliance verification, and client protection services, at the rate published on the Platform's pricing page.

"Client" means the individual, company, partnership, limited liability company, trust, or other legal entity engaging or proposing to engage you through the Platform. References to the Client include both natural persons and legal entities.

"Client Terms" means the Client Master Terms and Conditions published by the Platform, which govern the relationship between the Platform and Clients.

"Compliance and Audit Fee" means the fee charged by the Platform to you as part of the Attorney-Side Platform Fees for regulatory compliance monitoring and audit readiness services.

"Compliance Verification Fee" means a fee charged by the Platform for enhanced compliance verification of your regulatory status, bar standing, and insurance.

"Confirmation Period" means the period after the Attorney marks a milestone as complete during which the Client may review the work and raise a dispute, as set out in the Client Terms.

"Connected Account" means your Stripe Connected Account through which Client payments for Legal Fees and Disbursements are processed directly to you.

"Connection Fee" means the fee paid by the Client to the Platform at the point of booking a Scoping Call, as set out in the Client Terms.

"Consultation Fee" means the fee paid by the Client for the initial Scoping Call consultation.

"Credibility Badges" means the trust indicators displayed on your Attorney Profile based on verified credentials, client reviews, and Platform performance metrics.

"Delivery State" means the US state in which the legal services are delivered to the Client, as determined under clause 14F.

"Disbursements" means third-party costs and expenses incurred by you on behalf of the Client in connection with a matter (such as court filing fees, process server fees, expert witness fees, and similar charges).

"Held Funds" means Client payments held by Stripe on behalf of the Client pending release to you upon completion of a milestone or expiry of the Confirmation Period.

"Legal Fees" means the fees charged by you for legal services, as agreed between you and the Client in the Milestone Proposal or engagement letter.

"Legal Professional" means any attorney, lawyer, law firm, or other person authorized to provide legal services who is registered and listed on the Platform. References in these Terms to "Attorney or Legal Professional" or "Your Attorney" include all categories of Legal Professional unless the context requires otherwise.

"Milestone Proposal" means the written scope of work, fee estimate, and payment schedule prepared by you and submitted to the Client through the Platform for approval before work begins.

"Of Counsel" means an attorney who has a close, continuing professional relationship with a law firm but who is not a partner, associate, or shareholder of that firm.

"Platform" means eSolicitors US, a division of Esol Corporation Limited (UK Company Number 16927988), operating the technology marketplace at www.esolicitors.com.

"Platform Fees" means collectively all fees charged by the Platform, including Client-side fees (Connection Fee, Consultation Fee, Buyer Protection Fee) and Attorney-Side Platform Fees.

"Platform Usage Fee" means the recurring subscription fee charged by the Platform to you for access to the Platform's technology services, at the rate applicable to your subscription tier.

"Private Zone" means the secure, encrypted section of the Platform's document workspace where attorney-client privileged documents are stored and accessible only to you and the Client.

"Scoping Call" means the initial recorded video or telephone consultation between you and the Client, conducted through the Platform, during which the matter is discussed and the scope of work is identified.

"Seller Protection Fee" means the fee charged by the Platform to you as part of the Attorney-Side Platform Fees for dispute resolution support and payment protection services.

"Shared Zone" means the section of the Platform's document workspace where non-privileged documents may be shared between parties, including with the Platform for administrative purposes.

"Stripe" means Stripe, Inc. and its subsidiary Stripe Payments Company, the third-party payment processor used by the Platform.

"Stripe Billing" means Stripe's recurring billing service used by the Platform to charge Attorney-Side Platform Fees to your registered payment method.

"Stripe Connected Account" means the Stripe payment account linked to you through which Client payments for Legal Fees and Disbursements are processed directly to you.

2. Platform Status

2.1 The Platform is a technology marketplace that facilitates connections between licensed attorneys and members of the public seeking legal services. The Platform is not a law firm, is not licensed to practice law, is not regulated by any state bar association, and does not provide legal advice. The Platform's full regulatory status declaration is set out in clause 2A of the Client Terms and is incorporated into these Attorney Terms by reference. You acknowledge and accept the Platform's status as described in that declaration.

2.2 You are not an employee, agent, partner, joint venturer, franchisee, or representative of the Platform. You are an independent professional who has chosen to list your services on the Platform's marketplace. Nothing in these Terms creates an employment, agency, partnership, or franchise relationship between you and the Platform. The Platform does not direct, supervise, or control your legal work. You retain full professional independence and are solely responsible for your compliance with the Rules of Professional Conduct.

2.3 The Platform does not guarantee you any minimum number of clients, engagements, revenue, or referrals. Listing on the Platform does not entitle you to any particular volume of work. Client matching is driven by the Platform's algorithms, client preferences, and availability, and the Platform makes no representation about the commercial viability of your listing.

3. Your Professional Obligations

3.1 By listing on the Platform, you represent and warrant that you will at all times comply with: (a) the Rules of Professional Conduct of every state in which you are admitted; (b) the Rules of Professional Conduct of every state in which you deliver legal services (the Delivery State), including where you practice under pro hac vice or multi-jurisdictional practice provisions; (c) all applicable federal, state, and local laws and regulations; (d) the trust account, IOLTA, and client fund requirements of each state in which you hold client funds; (e) your continuing legal education (CLE) requirements; and (f) these Attorney Terms.

3.1A You must not provide legal advice or legal services on the law of any state in which you are not admitted to practice and in good standing, unless authorised under multi-jurisdictional practice rules (ABA Model Rule 5.5) or pro hac vice admission. Where a Client's matter involves the law of a state in which you are not admitted, you must inform the Client and facilitate a referral.

3.2 If at any time you are suspended, disbarred, placed on inactive status, or subject to discipline in any state, you must immediately notify the Platform and cease accepting new client engagements through the Platform. Failure to notify the Platform constitutes a material breach of these Terms.

3A. Warranty of Qualification and Good Standing

3A.1 You represent, warrant, and covenant to the Platform that, at the time of creating your Attorney Account and at all times while your account remains active:

3A.2 The qualification warranty in clause 3A applies equally to all practice models. Solo practitioners must maintain their own bar registration. Law firm attorneys must ensure both their personal admission and the firm's entity registration (where required) are current. Of Counsel attorneys must maintain their individual admission and must notify the Platform if the Of Counsel relationship changes. Contract attorneys must maintain their home-state admission. Pro hac vice attorneys must maintain their home-state admission and must hold valid PHV admission in the host state for each active matter. Virtual practitioners must maintain admission in every state where they provide services.

3A.3 These warranties are fundamental terms of these Attorney Terms. The Platform has entered into these Terms in reliance on your warranties. If any warranty in clause 3A.1 is or becomes untrue, incomplete, or misleading:

3A.4 The Platform verifies your bar admission status at registration and periodically thereafter by checking publicly available state bar records. This verification is a reasonable administrative check and does not constitute: (a) a guarantee to clients that you are qualified; (b) an assumption by the Platform of liability for your qualifications; (c) a substitute for your own obligation to maintain your admission; or (d) a waiver of the Platform's rights under this clause if verification fails to detect a problem. The Platform's verification does not extend to disciplinary history, malpractice claims, criminal convictions, or restrictions on your licence that are not reflected in publicly available bar records.

PART B - YOUR ATTORNEY PROFILE AND LISTING

4. Attorney Registration and Verification

4.1 To list on the Platform, you must: (a) create an Attorney Account; (b) provide your full legal name, bar admission number(s), state(s) of admission, and date(s) of admission; (c) consent to the Platform verifying your bar status with the applicable state bar's public records; (d) provide a valid government-issued photo identification; (e) provide your professional contact information (address, email, telephone); (f) set up a Stripe Connected Account for receiving client payments; and (g) set up a separate payment method (card or bank account) for paying Attorney-Side Platform Fees through Stripe Billing.

4E. Administrative Access for Compliance and Monitoring

4E.1 You acknowledge and agree that authorised Platform administrators may access Your Attorney Account portal without requiring Your login credentials (email address or password) for the purposes of: (a) regulatory compliance monitoring and audit; (b) fraud prevention and detection, including identity verification and impersonation checks; (c) investigation of complaints, disputes, or quality concerns; (d) verification of account activity, transaction integrity, and milestone delivery; (e) responding to lawful requests from law enforcement, regulatory authorities, or professional bodies; (f) ensuring the safety and security of the Platform and its users; and (g) monitoring compliance with these Terms.

4E.2 Administrative access under this clause is subject to the following safeguards: (a) access is limited to authorised Platform personnel who have a legitimate operational need; (b) all administrative access events are recorded in the Platform's non-deletable audit log, including the identity of the administrator, the date and time of access, and the reason for access; (c) administrators may not modify Your login credentials, payment details, or personal data except where necessary to resolve a verified security incident or comply with a lawful request; and (d) the Platform implements appropriate technical and organisational measures to prevent unauthorised or excessive use of administrative access.

4E.3 Administrative access does not extend to the content of legally privileged communications between You and Your Clients, except where required by law or where access is necessary for the technical operation of the Platform (such as dispute resolution). The Platform will not use information obtained through administrative access for any purpose other than the purposes specified in this clause. Nothing in this clause affects Your obligations of confidentiality to Your Clients under the Rules of Professional Conduct of the applicable state.

4E.4 By listing on the Platform, You consent to administrative access as described in this clause. This access is a standard industry practice among technology platforms and is necessary for the Platform to fulfil its obligations under applicable law, including data protection, anti-money laundering, consumer protection, and platform integrity legislation.

4.2 The Platform verifies your bar admission status by checking the public records of each state bar you list. This verification is an administrative check only. It does not constitute an endorsement of your competence, integrity, or suitability for any particular matter. The Platform re-verifies bar status periodically and may suspend your listing if verification fails.

4.3 If you practise through a law firm entity (including a partnership, limited liability partnership, professional corporation, professional limited liability company, or any other entity structure), you warrant that the entity is properly formed, registered, and in good standing under the laws of the state(s) in which it operates, and that the entity is registered with the state bar or court of each state that requires law firm entity registration. Entity structure requirements vary by state: (a) California does not permit lawyers to form PLLCs; California law firms must be structured as professional corporations (PCs) or registered limited liability partnerships (RLLPs); (b) most other states permit PLLCs, PCs, and LLPs; (c) some states (including New York and North Carolina) require state bar registration of law firm entities in addition to filing with the Secretary of State; (d) some states require that the firm name comply with specific rules (for example, the firm name must include "P.C.", "PLLC", or "LLP" as applicable). You must promptly notify the Platform if your firm's entity registration lapses or is revoked.

4A. Non-Exclusivity

4A.1 Your listing on the Platform is non-exclusive. You are free to list your services on other platforms, directories, or marketplaces, to accept clients through other channels, and to maintain your own website and marketing. The Platform does not restrict your ability to practice law through any other channel. The only restriction is the anti-circumvention provision in clause 13.1(f), which prohibits soliciting direct engagement with clients who were introduced to you through the Platform, outside the Platform, for the period specified in clause 13.1(f) (being the longer of thirty (30) days following the initial introduction or until all active matters with that client are closed on the Platform).

4B. Background and Disciplinary History

4B.1 By creating an Attorney Account, you consent to the Platform: (a) verifying your bar admission status with each state bar's public records; (b) checking for any public disciplinary history, sanctions, or malpractice judgments through publicly available databases; and (c) conducting periodic re-verification. The Platform may decline to list or may remove an attorney with a significant disciplinary history, including prior disbarment (even if subsequently reinstated), suspension, public reprimand, or malpractice judgments exceeding thresholds published on the Platform.

4C. Insurance Verification

4C.1 You may upload a certificate of insurance (or other proof of professional liability coverage) to your Attorney Account. If you upload a certificate, the Platform may display your insurance status on your profile. The Platform does not verify insurance certificates and does not guarantee the accuracy or currency of displayed insurance information. You are responsible for keeping your insurance information up to date.

4C-A.1 You must be admitted to practice law in at least one US state or the District of Columbia, hold a current and active bar admission in good standing, and have completed all academic and professional requirements for admission to the bar (including a juris doctor degree or equivalent qualification, passage of the bar examination, and satisfaction of all character and fitness requirements). The Platform does not accept registrations from any person who has not completed the necessary qualifications for bar admission or whose bar admission is not currently active and in good standing.

4D. Identity Verification, Anti-Impersonation, and Matter Integrity

The Platform treats identity fraud, impersonation of licensed attorneys, and unauthorized matter substitution as the most serious forms of misconduct. The provisions in this clause 4D are fundamental terms of these Attorney Terms. Any breach will result in immediate and permanent termination, reporting to all relevant authorities, and pursuit of all available legal remedies.

4D.1 You must register on the Platform in your own name, using your own state bar admission number(s), and in your own professional capacity. You must not (a) register using another person's name, identity, bar number, or professional credentials, (b) create an account that purports to be or could be mistaken for another licensed attorney, (c) use, borrow, share, or appropriate the bar number, license number, or other regulatory identifier of any other person, (d) allow any other person to use your Platform account, login credentials, or regulatory identifiers, or (e) register on behalf of another individual (except where a law firm entity registers authorized users, in which case the firm must verify each individual's identity and bar status).

4D.2 You warrant that at registration and at all times while your account remains active (a) the name, photograph, biographical details, qualifications, state bar admissions, and bar numbers displayed on your Platform profile are your own and are accurate and current, (b) the bar admission(s) relied upon for registration are held by you personally and are in good standing, (c) no other person has access to or uses your Platform account, and (d) you have not been put forward by, or agreed to act as a front for, any person who is not entitled to register on the Platform (including any person who has been disbarred, suspended, placed on inactive status, or is otherwise ineligible to practice law).

4D.3 Impersonation of a licensed attorney constitutes criminal fraud. Any person who (a) registers on the Platform using the identity, name, bar number, or credentials of another person, (b) holds themselves out to Clients as a licensed attorney when they are not, (c) locates a licensed attorney on a public state bar register and uses that attorney's details to create a Platform account or to deceive Clients, or (d) creates a fictitious professional identity using fabricated bar credentials, may be committing offenses including (i) wire fraud (18 U.S.C. § 1343), (ii) identity theft (18 U.S.C. § 1028), (iii) unauthorized practice of law under the applicable state statute, (iv) aggravated identity theft (18 U.S.C. § 1028A), and (v) state criminal fraud and impersonation statutes in the applicable jurisdiction.

4D.4 Where the Platform identifies or reasonably suspects that any person has registered using another person's identity or professional credentials, or that an account does not belong to the individual it purports to represent, the Platform will (a) immediately suspend the account without prior notice, (b) immediately report the matter to the applicable state bar disciplinary authority (as identified in clauses 85 through 135), (c) immediately report the matter to the FBI (for wire fraud and federal identity theft), to state and local law enforcement, and to the Internet Crime Complaint Center (IC3), (d) notify any Client who has been introduced to the impersonating person, (e) notify the genuine licensed attorney whose identity has been misappropriated (where identifiable), (f) preserve all account data, communications, IP addresses, device identifiers, payment records, and audit logs for disclosure to law enforcement and regulatory authorities, and (g) pursue all available civil remedies, including injunctive relief, damages, and recovery of any fees obtained by the impersonating person. The Platform will cooperate fully with any criminal investigation, regulatory inquiry, or bar disciplinary proceeding arising from the impersonation.

4D.5 You must not transfer, delegate, share, or hand over a Client matter obtained through the Platform to any person who is not registered on the Platform as an Attorney in their own right, except (a) through the Platform's formal cross-referral and co-counsel process under Part R (which requires Client consent and compliance with ABA Model Rule 1.5(e) as adopted in the Delivery State), (b) to paralegals, law clerks, or other non-lawyer staff working under your direct supervision as permitted by ABA Model Rule 5.3, or (c) with the Platform's prior written consent in exceptional circumstances (such as incapacity under clause 29B). For the avoidance of doubt, the Attorney who accepted the engagement and whose profile the Client selected is the Attorney who must perform or directly supervise the substantive legal work. An Attorney must not accept a matter through the Platform with the intention or expectation that another person (whether licensed or not) will perform the work in their place.

4D.6 Where a Client engages an Attorney through the Platform on the basis of that Attorney's specific qualifications, experience, bar admissions, and specializations as displayed on the Attorney's Platform profile, the Attorney must not (a) arrange for another attorney (whether within the same firm or otherwise) to perform the substantive work without the Client's express informed consent obtained through the Platform, (b) sub-contract the matter to a third party (except for discrete tasks such as local counsel, expert opinions, or specialized research, addressed in Part R), or (c) present another person's work product to the Client as though it were the Attorney's own. A breach of this clause is a breach of the Open and Honest Practice Policy (clause 9B0) and constitutes a violation of ABA Model Rule 1.4 (communication), Rule 7.1 (truthfulness), and Rule 8.4(c) (dishonesty).

4D.7 The Platform may, without prior notice and at any time, conduct identity verification checks including but not limited to (a) cross-referencing the Attorney's Platform registration data against public state bar records, (b) requiring the Attorney to produce government-issued photographic identification matching their bar record, (c) requiring the Attorney to participate in a live video identity verification call, (d) analyzing login patterns, IP addresses, device fingerprints, and access behavior for anomalies consistent with account sharing or impersonation, and (e) comparing the Attorney's profile photograph against the photograph held on the applicable state bar's website (where available). Failure to cooperate with identity verification within a reasonable time is grounds for immediate suspension.

4D.8 The Platform maintains a permanent record of all terminated or suspended accounts where impersonation, identity fraud, or unauthorized matter substitution has been identified or reasonably suspected. The Platform may share this record with (a) state bar disciplinary authorities in all fifty states and the District of Columbia, (b) federal and state law enforcement agencies, (c) other legal technology platforms (to the extent permitted by applicable law), and (d) any person who has suffered loss as a result of the impersonation. An individual whose account is terminated under this clause 4D is permanently and irrevocably barred from the Platform and may not re-register under any name or identity.

4D.9 You indemnify the Platform and the Indemnified Parties against all losses, claims, damages, costs (including attorneys' fees on an indemnity basis), expenses, fines, penalties, and liabilities arising from or in connection with (a) your breach of any provision of this clause 4D, (b) any impersonation, identity fraud, or credential misuse by you or any person using your account, and (c) any unauthorized transfer, delegation, or substitution of a Client matter in breach of clause 4D.5 or 4D.6. This indemnity is without monetary limit and survives the termination of these Attorney Terms indefinitely.

5. Your Profile Content

5.1 You are solely responsible for the content of your Attorney Profile, including: (a) the accuracy and completeness of your biographical information, qualifications, and experience; (b) your practice area descriptions; (c) your fee information and billing models; (d) any specialisations, certifications, or accreditations you claim; and (e) any photographs, videos, or other media you upload. All profile content must comply with the attorney advertising rules of every state in which you are admitted.

5.2 Attorney advertising rules vary significantly by state. You are responsible for ensuring that your profile complies with the specific requirements of each state in which you are admitted, including but not limited to: (a) New York Rules 7.1-7.5 (including the requirement to file certain advertisements with the Attorney Grievance Committee); (b) Florida Rules 4-7.11 through 4-7.21 (including specific disclaimer requirements); (c) Texas Disciplinary Rules 7.01-7.07 (including barratry prohibitions); (d) California Rules 7.1-7.5; and (e) the advertising rules of all other states in which you are admitted. The Platform does not review your profile for compliance with state advertising rules. Non-compliance with advertising rules is your responsibility and may result in disciplinary action against you.

5.3 You must not include in your profile any false, misleading, deceptive, or unsubstantiated claims. In particular: (a) you must not claim a specialisation or certification that you do not hold; (b) you must not state or imply that the Platform endorses, guarantees, or vouches for your services; (c) you must not use client testimonials or reviews in a manner that violates the advertising rules of any state in which you are admitted; (d) you must ensure that any fee information is accurate and not misleading; and (e) you must not use the Platform's name, logo, or branding in any manner that implies an endorsement or affiliation beyond your listing on the Platform.

5A.0 The advertising and profile content obligations in this Part U2 and in clause 5A apply to every Attorney on the Platform regardless of practice model, including solo practitioners, law firm attorneys, Of Counsel attorneys, contract attorneys, virtual practitioners, and pro hac vice attorneys. Your profile on the Platform constitutes attorney advertising in most states, and you are solely responsible for ensuring it complies with the advertising rules of every state in which you are admitted.

5A. Platform Profile Content Rules

5A.1 What You Must Include

5A.1.1 Your profile must include: (a) your full legal name as it appears on your bar records; (b) the name of your law firm (if applicable); (c) your principal office address (city and state at minimum); (d) the state(s) in which you are admitted to practice; and (e) your bar admission number(s).

5A.2 What You Must Not Do

5A.2.1 You must not, on your profile or in any content published through the Platform:

5A.3 Your Compliance Responsibility

5A.3.1 Attorney advertising rules vary by state. Some states have filing or submission requirements for advertisements; some require specific disclaimers; some restrict the use of certain terms or images. You are solely responsible for ensuring that your Platform profile and all content you publish through the Platform complies with the advertising rules of every state in which you are admitted. The Platform does not file, submit, review, or approve your profile for compliance with any state's advertising rules. This is your professional obligation, not the Platform's.

5A.3.2 If any state in which you are admitted requires you to: (a) file a copy of your advertising with a bar authority, you are responsible for doing so; (b) include specific disclaimer language, you are responsible for including it in your profile; (c) retain copies of your advertising for a specified period, you are responsible for retaining your own records. The Platform will make your current and historical profile content available to you for download at any time through your account settings to help you meet any record-keeping obligations.

5A.4 Client Reviews and Endorsements

5A.4.1 Client reviews displayed on your profile are a form of endorsement subject to advertising rules. You must not solicit reviews in a manner that violates the advertising rules of any state in which you are admitted. You must not offer payment, discounts, or any other incentive in exchange for a review. Reviews must reflect genuine client experiences.

5A.5 Platform's Position

5A.5.1 The Platform is a technology provider, not an advertising agency, filing service, or compliance monitor. The Platform: (a) does not determine whether your profile constitutes "advertising" under any particular state's rules; (b) does not file or submit your profile to any state bar, grievance committee, or advertising commission; (c) does not review your profile for compliance with state-specific advertising requirements; and (d) does not advise you on which states require filing, disclaimers, or specific content. If you are uncertain about your advertising obligations in any state, you should consult the applicable state bar or an ethics advisor.

5A.5.2 However, the Platform reserves the right to remove or require modification of any profile content that the Platform, in its sole discretion, believes to be false, misleading, or likely to expose the Platform to regulatory risk. The Platform may also add a standard disclaimer to all profiles (for example, a statement that the Platform is a technology marketplace and not a law firm) to protect the Platform's regulatory position.

5A.5.3 You warrant that your profile content complies with the advertising rules of every state in which you are admitted and you indemnify the Platform against any loss, claim, or regulatory action arising from your profile content (see clause 35).

6. Subscription Tiers for Attorneys

6.1 The Platform offers the following subscription tiers for Attorneys:

(a) Starter (Free): zero monthly subscription. Limited matters per month. Matter value cap applies. Limited service listings. Standard profile visibility. Monthly payout schedule. Core compliance templates. Per-matter fees at the Starter rate (comprising Platform Usage Fee, Technology and AI Fee, Seller Protection Fee, and Compliance and Audit Fee, each as published on the Platform). Bid credits at the Starter rate.

(b) Professional (paid monthly or annual subscription at the rate published on the Platform): increased matters per month. Higher matter complexity cap. Increased service listings. Enhanced profile visibility. Weekly payout schedule. Silver Verified badge. Full template library. CLE tracker. Conflict of interest checker. Article publishing. Lawyer Network access. Individual and business clients. Accounts integration. Per-matter fees at the Professional rate (as published on the Platform, lower than the Starter rate). Bid credits included each month; additional bids at the Professional rate. Free trial available.

(c) Elite (paid monthly or annual subscription at the rate published on the Platform): unlimited matters. No matter complexity cap. Unlimited service listings. Maximum profile visibility plus featured placement. Daily payout schedule. Gold Verified + Elite Member badge. Full template library plus premium packs. Template marketplace (upload and sell templates, with the revenue share published on the Platform). Custom branding on client documents. Virtual office listing. Platform interview feature. Dedicated account manager. Continuity plan. Questionnaire builder. Custom AI question sets. Multi-client time tracking. Finance API integrations. Per-matter fees at the Elite rate (as published on the Platform, the lowest per-matter rate). Unlimited bid credits included.

6.2 All per-matter fees are fixed dollar amounts charged regardless of the matter complexity tier. Matters within the same complexity tier incur the same per-matter fee at each tier. Subscription fees are charged monthly or annually (as selected) through Stripe Billing and are subject to auto-renewal (see clause 26). The Platform may update fee amounts with thirty (30) days' notice.

6A. Attorney Subscription Features Detail

6A.1 The following features vary by your subscription tier:

(a) Service listings: you may list up to 3 (Starter), 15 (Professional), or unlimited (Elite) distinct service offerings on your profile. Each listing describes a specific practice area, fee basis, and scope of services.

(b) Profile visibility: the Platform's search algorithm gives greater visibility to higher-tier profiles. Professional profiles receive approximately 3x the search impressions of Starter profiles; Elite profiles receive approximately 5x. Elite profiles also receive featured placement on the Platform homepage and in category pages.

(c) Project notification speed: when a client posts a legal project matching your practice area, you are notified on the following schedule: Starter: 24-hour delay; Professional: within 1 hour; Elite: instant notification.

(d) Bid credits: to submit a bid on a client's posted project, you use a bid credit. Starter: limited credits per month at the rate published on the Platform; Professional: 30 credits per month included (additional: at the rate published on the Platform); Elite: unlimited credits included (additional: at the rate published on the Platform).

(e) Payout schedule: the frequency at which Stripe transfers funds from your Connected Account to your bank account: Starter: monthly; Professional: weekly; Elite: daily.

(f) Active matter limit: Starter: 5 per month; Professional: 20 per month; Elite: unlimited.

(g) Matter value cap: Starter: capped at the value published on the Platform; Professional: capped at a higher value published on the Platform; Elite: no matter complexity cap. If a client's matter exceeds your tier's cap, the Platform will notify you to upgrade before the engagement proceeds.

6B. Elite-Only Features

6B.1 The following features are available only on the Elite tier:

(a) Template marketplace: you may upload legal templates to the Platform's template marketplace for sale to clients. You receive 80% of the sale price; the Platform retains 20%. Templates must comply with UPL restrictions and must not constitute legal advice.

(b) Custom branding: you may apply your firm's branding (logo, colors) to client-facing documents generated through the Platform.

(c) Virtual office listing: if you practice remotely, you may list a virtual office address on your profile.

(d) Platform interview: once per year, the Platform publishes a featured interview with you, distributed across the Platform, blog, and partner channels.

(e) Questionnaire builder: build custom intake questionnaires for your practice areas, sent to clients before the Scoping Call.

(f) Custom AI question sets: configure the AI scoping engine with practice-area-specific questions.

(g) Multi-client time tracking: track time across multiple client matters through the Platform.

(h) Finance API integrations: connect your accounting software (QuickBooks, FreshBooks, or equivalent) to the Platform for automated invoicing and reconciliation.

(i) Dedicated account manager: a named Platform contact for support, onboarding, and account issues.

(j) Continuity plan: the Platform helps sole practitioners create a succession plan in case of incapacity, including emergency contact protocols and client notification procedures.

6C. AI Scoping Engine Features

6C.1 The AI Scoping Engine generates a scope report after each Scoping Call. The depth of the report depends on your tier: (a) Starter: basic scope summary with general pricing hints; (b) Professional: full AI-generated suggested pricing, suggested process workflow, one-click document send, scope completeness tracker, AI confidence score, and version history; (c) Elite: everything in Professional plus custom AI question sets per practice area. The AI scope report is a technology-generated administrative summary. You must review it for accuracy before relying on it (clause 20).

6D. Client Dispute Handling SLAs

6D.1 When a client raises a dispute about a milestone, the Platform's target response time depends on the client's subscription tier: Free/Explorer clients: standard handling (72-hour target SLA); Standard/Protected clients: priority handling (48-hour target SLA); Premium/Concierge clients: priority handling (24-hour target SLA) with escalation to Director if not resolved within the initial SLA. You will be notified immediately when a dispute is raised and must respond through the Platform within the timeframes set out in clause V12.

6E. Template and Digital Product Marketplace

The Platform operates a marketplace through which Attorneys may sell templates, forms, checklists, guides, and other digital products to Clients and other users. This clause 6E sets out your obligations when creating and selling templates through the Platform.

6E.1 You may upload legal templates, forms, precedents, checklists, guides, and other digital products ("Attorney Products") to the Platform's template marketplace for sale to Platform users. You receive the revenue share published on the Platform; the Platform retains a commission. All payments are processed through Stripe.

6E.1A The Attorney warrants that they are the original creator and intellectual property owner of every template uploaded for sale. The Attorney must not upload templates that copy, reproduce, or infringe any third party's intellectual property. The Attorney indemnifies the Platform and all Clients against all third-party intellectual property infringement claims. This indemnity is uncapped and survives termination.

6E.2 No template sold through the Platform constitutes legal advice, a legal opinion, or a substitute for the independent professional judgment of a licensed attorney. Every template is a general-purpose document designed for general informational and reference purposes only. Templates cannot and do not take into account the purchaser's individual circumstances, legal position, the law of their state, or specific requirements.

6E.3 Templates sold through the Platform carry inherent risks including but not limited to (a) the template may not comply with the law of the state in which the purchaser intends to use it (state laws vary significantly and a template valid in one state may be invalid, unenforceable, or incomplete in another), (b) the template may be out of date, (c) the template may contain errors or omissions, (d) incorrect use could create unintended legal obligations, waive rights, or expose the purchaser to liability, and (e) the template may not satisfy court, regulatory, or transactional requirements applicable to the purchaser's matter.

6E.4 Any purchaser who is unsure how to use, adapt, complete, or apply a template from a legal perspective must engage a licensed attorney who understands the purchaser's specific situation and the law of the applicable state before using the template. The Platform is not a law firm, is not licensed to practice law, and cannot advise purchasers on template use or suitability.

6E.5 Where you create and sell templates as Attorney Products, you are solely responsible for (a) the accuracy, completeness, and legal validity of the content, (b) keeping templates up to date, (c) clearly stating the state(s) and jurisdiction(s) for which the template is designed, (d) clearly stating the date of last review, (e) including appropriate disclaimers that the template is not legal advice and that purchasers should seek independent professional advice, (f) ensuring that your templates comply with the advertising and solicitation rules of every state in which you are admitted (templates may constitute attorney advertising under certain state rules), and (g) withdrawing or updating templates that are no longer accurate.

6E.6 Every template sold through the Platform (whether a Platform Template or an Attorney Product) must display prominently (a) a statement that the template does not constitute legal advice, (b) a statement that the purchaser should engage a licensed attorney who understands their specific situation before using the template, (c) the state(s) for which the template was designed, (d) the date of last review, and (e) a warning that state laws vary significantly and the template may not be valid in all states. The Platform may refuse to list or may remove any template that does not include these disclosures.

6E.7 The Platform excludes all liability for any loss arising from the purchase, download, use, adaptation, or reliance on any template by any person. You indemnify the Platform against all claims arising from Attorney Products you create, including any claim that a template constitutes the unauthorized practice of law, any malpractice claim, and any claim by a purchaser or third party. This indemnity is without monetary limit and survives termination indefinitely.

6E-A. Platform Template Risk and Liability

6E-A.1 The Platform also sells its own templates ("Platform Templates") directly to Clients. Platform Templates are general-purpose informational documents only. The Platform does not review, verify, endorse, or warrant the accuracy, completeness, currency, legal validity, or fitness for purpose of any template, whether created by the Platform or by an Attorney. The Platform accepts no liability for any loss arising from any template.

6E-B. Template Marketplace - Three Sales Channels

6E-B.0A Templates and other documents listed on the Platform may be reviewed by the Platform's administrators before publication. Any such review is for compliance with the Platform's listing standards only (including format, completeness of mandatory fields, and prohibited content screening). It does not constitute a review of the legal accuracy, completeness, or suitability of any template for any particular purpose or jurisdiction. The Attorney who created the template warrants its accuracy and fitness for purpose. The Platform disclaims all liability for the content of templates created by Attorneys. You are advised to have any purchased template reviewed by a qualified legal professional before relying on it.

The Platform operates three distinct template sales channels. Each channel involves a different seller, a different buyer, different risk allocation, and different liability. This clause 6E-B sets out the definitive framework for all three channels.

Channel A - Platform Sells Templates to Clients

6E-B.1 "Platform Client Templates" are templates, guides, checklists, and forms created and sold by the Platform directly to Clients. The Platform is the seller. Platform Client Templates are general-purpose informational documents only, do not constitute legal advice, and cannot account for any Client's specific circumstances or the law of their state. State laws vary significantly across the United States. Each Platform Client Template must display prominently that it is not legal advice, that the purchaser should engage a licensed attorney who understands their specific situation and the law of their state before using it, the state(s) for which it was designed, and the date of last review.

6E-B.2 The Platform is solely responsible for creating and maintaining Platform Client Templates. The Platform excludes all liability for any loss arising from their purchase or use. You have no responsibility for Platform Client Templates unless you recommend one to a Client, in which case you must satisfy yourself of its suitability and accuracy.

Channel B - Platform Sells Templates to Attorneys

6E-B.3 "Platform Professional Templates" are templates, checklists, compliance documents, and practice materials created by the Platform and sold or made available to Attorneys. You are a licensed attorney and must independently review, verify, adapt, and take full professional responsibility for every Platform Professional Template before using it with Clients or in your practice. If you are unsure whether a Platform Professional Template is suitable for your practice, how to adapt it, or whether it complies with the Rules of Professional Conduct of your state(s) of admission, you must obtain independent advice from a qualified professional who understands your specific situation.

6E-B.4 The Platform excludes all liability for any loss, malpractice claim, bar disciplinary proceeding, or other consequence arising from your use of or reliance on any Platform Professional Template. You indemnify the Platform against all claims arising from documents you produce using Platform Professional Templates.

Channel C - Attorneys Sell Templates to Clients

6E-B.5 "Attorney Products" are templates, forms, guides, checklists, and other digital products created by you and sold to Clients through the Platform's template marketplace. You are the seller. The Platform facilitates the transaction but is not the seller, does not review or endorse Attorney Products, and is not a party to the sale.

6E-B.6 You are solely and exclusively responsible for (a) the accuracy, completeness, legal validity, and fitness for purpose of every Attorney Product, (b) keeping Attorney Products up to date, (c) clearly stating the state(s) for which each Attorney Product is designed (state laws vary significantly and a template valid in one state may be invalid in another), (d) clearly stating the date of last review, (e) including a prominent disclaimer that the Attorney Product is not legal advice and that the purchaser should engage a licensed attorney, (f) ensuring Attorney Products comply with the advertising and solicitation rules of every state in which you are admitted (Attorney Products may constitute attorney advertising), and (g) withdrawing Attorney Products that are no longer accurate.

6E-B.7 You indemnify the Platform against all losses, claims, damages, costs (including attorneys' fees), expenses, and liabilities arising from any Attorney Product, including any claim that an Attorney Product is inaccurate, any malpractice claim, any claim that it constitutes the unauthorized practice of law, and any intellectual property claim. This indemnity is without monetary limit and survives termination indefinitely.

Common Provisions - All Three Channels

6E-B.8 Regardless of channel: (a) no template constitutes legal advice, (b) every purchaser unsure how to use any template must engage a licensed attorney who understands their specific situation and the law of their state, (c) templates carry inherent risks including jurisdictional invalidity (state laws vary), being out of date, errors, and the risk of unintended legal consequences, (d) the Platform excludes all liability for any template, and (e) these three channels are the only means by which templates may be sold through the Platform.

7. Credibility Badges and Reviews

7.1 The Platform may display Credibility Badges on your profile based on criteria published on the Platform (such as years of experience, number of completed matters, client ratings, and verified credentials). Credibility Badges are informational indicators only and do not constitute endorsements, recommendations, or guarantees by the Platform. You must not represent Credibility Badges as endorsements by the Platform in any advertising or communication.

7.2 Clients may leave reviews of your services. Reviews are displayed on your profile. You may respond to reviews through the Platform. You must not solicit or incentivise reviews in a manner that violates the FTC's Endorsement Guides (16 CFR Part 255) or the attorney advertising rules of any state. You must not suppress, manipulate, or fabricate reviews.

Law Firm Plans

7A.6 The Platform offers multi-seat firm plans. Where You subscribe to a firm plan: (a) invited members inherit the corresponding subscription tier; (b) members do not need individual subscriptions; (c) the firm administrator may invite and remove members; (d) if the firm subscription is cancelled, all members are reset to the free tier; (e) active orders continue during any transition; and (f) changes are recorded in the audit log.

7A.7 Firm plans at applicable tiers may include white-label branding. Where active, the Platform displays a visible notice that the service is powered by the Platform. Clients using a white-labelled version remain subject to these Terms.

PART C - YOUR RELATIONSHIP WITH CLIENTS

8. The Engagement Process

8.1 When a client books a Scoping Call with you through the Platform, you must: (a) within twenty-four (24) hours, either accept or decline the engagement (failure to respond within 24 hours results in automatic rematch of the client to another Attorney); (b) if you accept, conduct a conflict of interest check against the client's name and the names of other parties disclosed in the pre-call information form; (c) confirm to the Platform that no conflict exists (or, if a conflict exists, decline the engagement); (d) confirm to the Platform that you are competent to handle the matter in the relevant practice area and jurisdiction; and (e) once conflict and competence are confirmed, conduct the Scoping Call at the scheduled time.

8.2 During the Scoping Call, you must: (a) explain to the client what legal services you can provide and how the engagement will work; (b) ensure the client understands that you (not the Platform) will be providing legal services; (c) disclose that you were connected through the eSolicitors Platform; (d) identify yourself, your firm (if applicable), and the state(s) in which you are admitted; (e) follow the Platform's on-screen checklist covering mandatory disclosure points; and (f) ensure the call covers sufficient ground for the AI Scope Script to generate a meaningful summary.

8.2A The Scoping Call does not create a retainer, an attorney-client relationship, a duty of care, or any obligation on the client to engage you. During the Scoping Call, the client has the status of a potential client only. No attorney-client relationship is formed until the client approves the Milestone Proposal and you issue an Engagement Letter.

8.3 After the Scoping Call, you must: (a) review the AI Scope Script generated by the Platform's AI system; (b) correct any inaccuracies in the AI Scope Script (the AI Scope Script is a technology-generated administrative summary, not a legal document, and you are responsible for its accuracy before relying on it); (c) prepare a Milestone Proposal within twenty-four (24) hours of the Scoping Call; and (d) submit the Milestone Proposal to the client through the Platform.

8.3A Where the Attorney and the Client agree during or after the Scoping Call to work together on the matter (whether by the Attorney clicking "proceed" on the Platform, by verbal agreement during the call, or by any other indication of mutual intent to proceed), the Attorney must submit the Milestone Proposal through the Platform. The Attorney must not: (a) agree during the Scoping Call to provide services to the Client and then fail to submit a Milestone Proposal through the Platform; (b) use information obtained during the Scoping Call to engage the Client directly outside the Platform; (c) suggest to the Client that the matter could proceed more quickly, cheaply, or conveniently outside the Platform; or (d) provide the Client with contact details during or immediately after the Scoping Call for the purpose of continuing the engagement outside the Platform. Contact details (including the Attorney's business email address, office telephone number, and office address, and the Client's full contact details) are shared by the Platform only after both parties have clicked "proceed" on the Platform following the Scoping Call. This sharing is for the purpose of regulatory compliance (including the engagement letter) and the proper conduct of the matter through the Platform. Before both parties click "proceed", no contact details beyond those visible on the Attorney's Platform profile are shared with either party. If the Attorney determines after the Scoping Call that they cannot act (for example, due to a conflict of interest, a competence issue, or a regulatory restriction), the Attorney must decline through the Platform within forty-eight (48) hours and must not accept instructions from the Client outside the Platform for the same or a related matter. A failure to submit a Milestone Proposal through the Platform after agreeing to work with the Client is a material breach of these Terms and may be treated as circumvention under the anti-circumvention provisions.

8.3AA Notwithstanding the foregoing, once both parties have clicked "proceed" on the Platform, a cooling-off period of six (6) hours applies before contact details are released and before the Milestone Proposal deadline begins to run. During the cooling-off period, either party may withdraw without penalty by clicking "withdraw" on the Platform. If either party withdraws during the cooling-off period: (a) no contact details are shared; (b) the Attorney is not required to submit a Milestone Proposal; (c) the Client may request a re-match with a different Attorney; and (d) neither party incurs any liability to the other or to the Platform. The cooling-off period is intended to allow the Attorney to conduct a proper conflict check and the Client to reconsider before the engagement becomes binding. Upon expiry of the cooling-off period without withdrawal, contact details are released and the twenty-four (24) hour Milestone Proposal deadline in clause 8.3 begins to run.

8.3B Where the matter is of exceptional complexity (including multi-party litigation, cross-border transactions, matters requiring specialist co-counsel opinion, or matters involving multiple areas of law), you may request an extension of the twenty-four (24) hour deadline in clause 8.3 through the Platform. Each extension request must include a brief explanation of why additional time is needed, which will be visible to the Client. The Client is notified and must approve or decline the extension request through the Platform. Extensions are not unilateral. You may request up to three (3) extensions per matter, subject to a maximum of ten (10) days in aggregate across all extensions. If the Client declines an extension request, or if you fail to submit the Milestone Proposal within the current deadline (as extended), the matter is offered to an alternative Attorney.

8.3C Each milestone in the Milestone Proposal must include a target delivery date set by the Attorney. Where the Attorney fails to deliver a milestone by the target delivery date, the Platform will notify the Client, and the Client may: (a) grant an extension (the Attorney may request up to five (5) extensions per milestone, subject to a maximum of fourteen (14) days in aggregate across all extensions for that milestone); (b) raise a dispute through the Platform; or (c) cancel the milestone and receive a full refund from the Held Funds attributable to that milestone.

8.3CA The Attorney may request a delivery extension before the target delivery date by submitting an extension request through the Platform. Each extension request must include a brief explanation of why additional time is needed. The Client is notified and must approve or decline the extension request. The Attorney may request up to five (5) delivery extensions per milestone, subject to a maximum of fourteen (14) days in aggregate across all extensions for that milestone.

8.3CB Where the Attorney misses a milestone delivery date without having requested an extension before the deadline, the Platform will apply an automatic late delivery flag visible to the Client. The late delivery flag will display on the Attorney's dashboard and in the Client's matter view. The Client retains the options set out in clause 8.3C(a), (b), and (c).

8.3CC Where the Attorney accumulates three (3) or more missed delivery deadlines (without approved extensions) across any matters on the Platform, the Platform may reduce the Attorney's visibility in search results and matching algorithms, and may display a reliability indicator on the Attorney's profile.

8.3CD Where the Attorney fails to deliver any work, fails to request an extension, and does not communicate with the Client or the Platform for a period of fourteen (14) days or more following a missed delivery date, the Platform may intervene to freeze the matter, notify the Client, and initiate a refund to the Client from Held Funds of all amounts attributable to undelivered milestones, minus the Initial Consultation Connection Fee and any AI processing fees already consumed.

8.4 The Milestone Proposal must set out: (a) the scope of work you will perform; (b) the fee basis and amount for each milestone; (c) the estimated timeline; (d) any additional costs (Disbursements) the client should expect; (e) applicable taxes; and (f) the total estimated cost. The Milestone Proposal must be consistent with the fee rules of the Delivery State, including any mandatory written fee agreement requirements (Part S of these Attorney Terms (Written Fee Agreement Requirements)).

8.4A The Platform supports the following fee structures through the milestone builder, each operating within the three-line Stripe payment architecture (Line 1: Legal Fees processed as a direct charge on your Connected Account with no Platform deduction; Line 2: Disbursements processed as a separate direct charge on your Connected Account with no Platform deduction; Line 3: Platform Fee invoiced separately to your own payment method via Stripe Billing): (a) fixed fee - a single agreed price per milestone, held by Stripe and released on client confirmation; (b) staged or phased fee - multiple milestones, each with a fixed fee per phase; (c) capped fee - each milestone has a maximum fee, with the actual amount confirmed at completion; (d) hourly billing - milestones set as estimated time blocks (hours multiplied by rate), with a scope change required if hours will exceed the estimate; (e) hourly with replenishing retainer - an initial retainer deposit held by Stripe, drawn down as work is performed, with automatic replenishment when the balance falls below a defined threshold; (f) non-refundable earned-on-receipt retainer - where permitted by the Delivery State's rules, a flat fee that is earned by the Attorney upon receipt and releases immediately from Held Funds (the Milestone Proposal must disclose that the fee is non-refundable); (g) contingency fee - the Platform tracks milestones for scope and progress but no client Legal Fee payment is collected until recovery; when the case settles or judgment is entered, the Platform calculates the percentage fee and generates a final payment milestone through Stripe; (h) hybrid arrangement - reduced hourly milestones for ongoing work plus a separate conditional success milestone that releases only on a defined outcome; (i) transaction-based fee - each transaction stage (signing, closing, completion) is a separate milestone with its own agreed fee; (j) success or completion fee - standard milestones for work phases plus a final milestone payable only on a defined trigger (such as deal closing or regulatory approval); (k) per-session fee - each mediation session, arbitration hearing day, or collaborative law session is a separate milestone at an agreed per-session rate; (l) blended rate - a single hourly rate for the team, calculated as estimated hours multiplied by the blended rate; (m) value-based fee - the fee is linked to the value delivered (such as tax saved), with the final milestone adjusted once the actual value is quantified; (n) payment plan - the total fee is agreed upfront but collected in defined instalments through Stripe (common for consumer bankruptcy and criminal defence flat fees); (o) expenses advanced by attorney - in contingency matters, the Attorney advances all costs during the case and recovers them from the client's share of the recovery; the Platform records Lawyer-advanced disbursements and calculates cost recovery at settlement; (p) court-appointed and statutory rate work - milestones track scope and time records, but payment flows from the court or government funding body outside Stripe; (q) pro bono - milestones track scope and deliverables, but the payment architecture is disabled and no Platform Fee is triggered; (r) fee-shifting - the Lawyer-client fee arrangement is processed through milestones as normal, and any statutory fee recovery from the opposing party (under 42 USC §1988, EAJA, ERISA §502(g), IDEA, or other fee-shifting statutes) is a separate matter outside the Platform; (s) agent commission - for sports and entertainment matters where the fee is a percentage of the deal value regulated by league collective bargaining agreements, the Platform records the deal value and calculates the commission through a percentage-based milestone; (t) military JAG and public defender referrals - the Platform facilitates the engagement but payment is government-salaried and does not flow through Stripe; (u) donor or foundation-funded matters - milestones track scope and progress, but payment flows from the funding organisation to the Attorney outside Stripe; and (v) annual incident response retainer - an annual prepaid milestone for breach readiness services, with incident response work beyond the retainer scope billed through additional milestones. You must clearly explain to the client in the Milestone Proposal and Engagement Letter how the chosen billing model interacts with the Platform's payment mechanism and must comply with the fee rules of the Delivery State.

8.4B The Platform also supports volume-based or portfolio pricing: where the Attorney agrees a discounted fee structure across a portfolio of matters from the same client (for example, a corporate client or insurer sending multiple matters), each individual matter has its own milestone at the portfolio rate. The portfolio pricing agreement governs the rates; each matter uses those rates in its Milestone Proposal.

8.5 No engagement is formed and no work begins until the client approves the Milestone Proposal through the Platform. If you begin work before the client approves the Milestone Proposal, you do so at your own risk and the Platform's Held Funds and dispute resolution mechanisms will not apply to that work.

8A. Response Times and Availability

8A.1 You must respond to client messages sent through the Platform's messaging system within two (2) business days. Persistent failure to respond to client messages may result in reduced visibility in search results or suspension of your listing.

8A.2 You must maintain accurate availability on your Platform calendar. If you will be unavailable for an extended period (vacation, illness, sabbatical), you must: (a) block the unavailable dates on your calendar; (b) set your listing to inactive/vacation mode through your account settings (which hides your profile from search results but preserves your account, reviews, and active engagements); and (c) ensure that any active client engagements are covered or that clients are informed of your unavailability. You may reactivate your listing at any time.

8A.3 Booking Requests

8A.4 Where an Attorney has no available consultation time slots, You may submit a booking request through the Platform specifying up to five (5) preferred dates, a time preference (morning, afternoon, evening, or any), and an optional message of up to 500 characters.

8A.5 A booking request expires automatically if the Attorney does not respond within seven (7) days of submission.

8A.6 You may have no more than three (3) pending booking requests per Attorney at any time.

8A.7 Submitting a booking request does not create any obligation on the Attorney to accept it or on the Platform to ensure the Attorney responds. No solicitor-client relationship is created by submitting a booking request.

8A.8 If the Attorney proposes an alternative date and time, You will be notified through the Platform. If You accept the proposed time, the Initial Consultation Connection Fee becomes payable (or a consultation credit is consumed) at the point of acceptance, and a consultation is booked in accordance with clause 9A.

8A.9 You may cancel a pending or proposed booking request at any time before acceptance. No fee is charged for a cancelled booking request.

8B. Platform Features You Should Be Aware Of

8B.1 The Platform provides the following features that affect your engagement workflow. You should understand how each works:

8C. Pre-Call Information Review

8C.1 When a client books a Scoping Call, the Platform provides you with the client's pre-call information form. You must review this form before the call and use it to: (a) conduct a preliminary conflict check against the client's name, the names of any adverse parties, and the subject matter of the dispute; (b) assess whether the matter falls within your areas of competence and within the jurisdiction(s) in which you are admitted; (c) identify any obvious ethical issues (for example, a potential conflict with an existing client, a request that would require you to assist in unlawful conduct, or a matter that falls outside the scope of your professional competence); (d) prepare questions for the Scoping Call; and (e) flag to the Platform any concerns about vulnerability indicators (age, language barriers, disability, domestic violence) so that appropriate accommodations can be arranged.

8D. Conflict Check Procedure

8D.1 Your conflict check must be conducted in accordance with Rules 1.7 (current client conflicts), 1.8 (specific conflict rules including third-party payors, business transactions with clients, and aggregate settlements), 1.9 (duties to former clients), 1.10 (imputed disqualification), and 1.18 (duties to prospective clients) of the applicable Rules of Professional Conduct. The check must cover: (a) the client's name and any aliases or former names; (b) the names of all adverse parties identified in the pre-call information form; (c) the names of any related entities, affiliates, or family members if disclosed; (d) the subject matter of the dispute, to identify issue conflicts; and (e) your firm's entire current and former client database (if practising in a firm).

8D.2 If a conflict is identified, you must assess whether it can be waived with informed written consent under Rule 1.7(b). A conflict may be waived only if: (a) you reasonably believe you can provide competent and diligent representation to each affected client; (b) the representation is not prohibited by law; (c) the representation does not involve the assertion of a claim by one client against another client represented by you in the same litigation or proceeding; and (d) each affected client gives informed consent, confirmed in writing. If the conflict cannot be waived, you must decline the engagement and notify the Platform. The Platform will rematch the client to another Attorney.

8D.3 If you practise in a firm, you must implement and maintain a conflicts management system that includes: (a) a centralised database of all current and former clients and adverse parties; (b) procedures for screening new matters against this database before acceptance; (c) procedures for updating the database when new matters are accepted and when matters close; and (d) information barriers (ethical walls) where necessary to manage imputed conflicts under Rule 1.10. The Platform does not maintain your conflicts database for you. The conflict check you conduct through the Platform is in addition to, not a substitute for, your firm's internal conflict check procedures.

8E. Competence Assessment

8E.1 Before accepting any engagement, you must honestly assess whether you have the legal knowledge, skill, thoroughness, and preparation reasonably necessary for the representation (Rule 1.1). If the matter involves a practice area in which you have limited experience, you must either: (a) acquire the necessary competence through reasonable study and preparation before undertaking the matter; (b) associate with or consult a lawyer who has established competence in the field (with the client's consent); or (c) decline the engagement. You must not accept a matter outside your competence solely because it was offered through the Platform.

8E.2 Competence also requires adequate technology skills. In accordance with ABA Formal Opinion 477R (Securing Communication of Protected Client Information) and Comment [8] to Model Rule 1.1, you must maintain competence in the technology you use to deliver legal services, including: (a) the Platform's features and tools; (b) secure communication practices; (c) cloud storage and document management; (d) electronic filing systems used in your jurisdiction; and (e) any AI tools you use in your practice (including understanding their limitations and the need for human review of AI-generated output).

8F. Scoping Call Conduct Requirements

8F.1 During the Scoping Call, you must cover the following mandatory disclosure points (which are also displayed on the Platform's on-screen checklist): (a) your full name, bar number(s), and state(s) of admission; (b) your firm name (if applicable) or confirmation that you are a solo practitioner; (c) that you were connected to the client through the eSolicitors Platform; (d) that you (not the Platform) will be providing legal services and that the attorney-client relationship is between you and the client; (e) that the call is being recorded and that the recording will be used to generate an AI summary (the AI Scope Script); (f) the recording consent requirements applicable to the client's state and your state; (g) whether you carry malpractice insurance (mandatory disclosure in the states listed in clause 11.2); (h) your fee structure, including how you bill (hourly, flat, contingency, etc.) and an estimate of total cost if possible; and (i) any limitations on the scope of representation you anticipate.

8F.2 During the call, you must also: (a) listen carefully to the client's description of their matter; (b) ask clarifying questions to ensure you understand the facts, the legal issues, and the client's objectives; (c) identify any urgency (deadlines, statutes of limitations, temporary restraining orders, impending transactions); (d) assess vulnerability and offer appropriate adjustments; (e) explain in plain language what legal services you can provide and what the engagement will involve; (f) identify any additional parties or information needed; and (g) give the client an opportunity to ask questions.

8F.3 You must not during the Scoping Call: (a) guarantee any outcome; (b) make promises about timing that you cannot keep; (c) disparage other attorneys, the Platform, or the client's previous legal representatives; (d) provide detailed legal advice before the engagement is formalised (the Scoping Call is for assessment and information exchange, not for substantive legal work); or (e) discuss fees in a way that could be construed as a binding fee agreement before the Milestone Proposal is submitted.

8G. Milestone Proposal Requirements

8G.1 The Milestone Proposal is the foundation of your engagement with the client. It must be submitted through the Platform within twenty-four (24) hours of the Scoping Call and must contain: (a) a clear description of the scope of work for each milestone, written in language the client can

8G.2 The Milestone Proposal must comply with the fee rules of the Delivery State, including: (a) California's mandatory written fee agreement for matters exceeding $1,000 (Cal. Rules of Prof. Conduct, Rule 1.5.2); (b) New York's mandatory written engagement letter for domestic relations, personal injury, and residential real estate matters (22 NYCRR Part 1215); (c) the District of Columbia's written fee agreement requirement for matters exceeding $1,000 (D.C. Rule 1.5(b)); (d) all states' mandatory written agreement for contingency fee matters (ABA Model Rule 1.5(c)); and (e) the general requirement in most states to communicate the basis of the fee to the client in writing, preferably before or within a reasonable time after commencing the representation (Rule 1.5(b)).

8H. Ongoing Communication Obligations

8H.1 Throughout the engagement, you must comply with Rule 1.4 (Communication) by: (a) promptly informing the client of any decision or circumstance requiring the client's informed consent; (b) keeping the client reasonably informed about the status of the matter, including progress against milestones; (c) promptly responding to the client's reasonable requests for information (the Platform's two-business-day response time standard applies to messages sent through the Platform's messaging system); (d) explaining the matter to the extent reasonably necessary to permit the client to make informed decisions about the representation; and (e) notifying the client promptly of any adverse developments, including missed deadlines, unfavourable rulings, or significant changes in the legal landscape that affect the matter.

8H.2 You must provide progress updates to the client through the Platform at the intervals agreed in the Milestone Proposal, but no less frequently than: (a) monthly for active litigation matters; (b) at each significant development for transactional matters; (c) within 48 hours of any court ruling, filing, or hearing; and (d) immediately upon any development that requires the client's urgent attention or decision.

8I. Scope Change Procedures

8I.1 If the scope of the engagement changes materially during the course of the matter (for example, because the matter becomes more complex than anticipated, additional parties are joined, the litigation strategy changes, or new issues emerge), you must: (a) promptly notify the client through the Platform; (b) explain the reasons for the scope change in writing; (c) submit a revised Milestone Proposal through the Platform reflecting the new scope, timeline, and fees; (d) obtain the client's written approval of the revised Milestone Proposal before proceeding with the additional work; and (e) not perform out-of-scope work and expect payment without the client's prior informed consent. If the client does not approve the scope change, you must either continue working within the original scope or discuss withdrawal under Rule 1.16.:

(a) Name restriction: during the matching process, the client initially sees only your first name and surname initial (for example, "Sarah T."). Your full identity is disclosed to the client only after you have placed a card hold and the client has paid the Connection Fee. This protects both parties during the pre-engagement phase.

(b) Day 5 reminder: if a client has not confirmed or disputed a completed milestone by the fifth (5th) Business Day of the Confirmation Period, the Platform sends the client an automated reminder notification. You do not need to take action on the Day 5 reminder.

(c) Fee calculator: the Platform displays a pre-payment screen to clients showing the total estimated cost (including your Legal Fees, Platform service fees, Stripe processing fees, and applicable taxes) before the client commits to payment. You must ensure your fee information on the Platform is accurate so this calculation is correct.

(d) Client Templates: the Platform sells document templates (guides, checklists, informational materials) directly to clients. These are the Platform's products, not your work product. You do not receive any revenue from Client Template sales. You should be aware that clients may have purchased templates and may ask you questions about them.

(e) Vulnerable clients: clients who need additional support due to age, disability, mental capacity, language barriers, domestic violence, or other factors are entitled to reasonable accommodations under the ADA and applicable state law. The Platform may flag vulnerability indicators to you. You must comply with your professional obligations to vulnerable clients, including providing reasonable adjustments to communication, pacing, and engagement structure.

(f) Cryptocurrency and digital asset declarations: clients are asked to declare if any portion of their funds derives from cryptocurrency or digital assets. If a client makes such a declaration, you must consider the compliance implications, including FinCEN's treatment of virtual currency under the Bank Secrecy Act.

(g) PEP screening: the Platform screens clients against politically exposed person (PEP) databases. If a client is flagged as a PEP, you should consider whether enhanced due diligence is appropriate, even though PEP-specific obligations are not mandatory for US attorneys.

(h) Data portability: clients in states with comprehensive privacy laws may request their personal data in a portable format. If a client requests data portability, the Platform handles the Platform-held data. You are independently responsible for responding to data portability requests for data you hold as an independent data controller.

9. Your Duties to Each Client

9.1 For every client engagement through the Platform, you must comply with the Rules of Professional Conduct of the Delivery State, including but not limited to: (a) competence (Rule 1.1); (b) scope of representation and client authority (Rule 1.2); (c) diligence (Rule 1.3); (d) communication (Rule 1.4), including keeping the client reasonably informed and promptly responding to requests for information; (e) fees (Rule 1.5), including charging only reasonable fees and providing the required fee disclosures; (f) confidentiality (Rule 1.6); (g) conflict of interest (Rules 1.7-1.10); (h) safekeeping property (Rule 1.15), including maintaining proper trust accounts and IOLTA compliance; (i) declining or terminating representation (Rule 1.16); (j) duties to prospective clients (Rule 1.18); (k) responsibilities as a supervisory lawyer (Rule 5.1), including making reasonable efforts to ensure that other lawyers under your supervision comply with the Rules of Professional Conduct; and (l) responsibilities regarding subordinate lawyers (Rule 5.2).

9.2 You must maintain a client trust account (IOLTA or equivalent) in compliance with the trust account rules of each state in which you hold client funds. Funds held in your trust account are client funds and must never be commingled with your personal or business funds. The Platform's Held Funds mechanism (clause 22 of these Attorney Terms) is separate from your trust account obligations. Held Funds processed through Stripe are not client trust funds until they are released to your Connected Account and, if applicable, transferred by you to your trust account.

9A. Withdrawal and Transition Obligations

9A.1 If you wish to withdraw from a client engagement or if the client terminates the engagement, you must:

9B. Attorney Practice Models and What They Mean for You

9B.1 Attorneys listed on the Platform practice in a variety of structures. The legal risks, insurance implications, and liability exposure differ depending on your practice model. You should be aware of the following:

9B.1A Malpractice insurance obligations apply to all practice models. Regardless of your practice structure: (a) Solo practitioners: only Oregon requires malpractice insurance; in all other states it is voluntary but strongly recommended. You must disclose to each Client whether you carry malpractice insurance before the engagement begins. (b) Law Firms: the firm should maintain a firm-wide malpractice insurance policy that covers all attorneys. (c) Of Counsel: you must confirm whether you are covered by the firm's malpractice insurance or carry your own. You must disclose this to the Client. (d) Contract or freelance attorneys: you must carry your own malpractice insurance or confirm you are covered under the supervising attorney's or firm's policy. You must disclose your coverage status. (e) Pro hac vice: your home-state malpractice insurance must cover the pro hac vice matter in the host state. If it does not, you must obtain separate cover or disclose the gap. (f) Virtual or remote: your malpractice insurance must cover services delivered to clients in all states where you are providing services, regardless of your physical location.

9B.2 Regardless of your practice model, the following protections apply to you in every case:

9B.3 The Platform displays the Attorney's self-reported practice structure on their profile (solo, firm, Of Counsel, or other). The Platform does not verify the accuracy of this self-reported information and does not guarantee the financial stability, insurance status, or continuity of any Attorney or law firm.

9C. Engagement Models and Limited Scope Representation

9C.1 Attorneys on the Platform may offer different engagement models. You should understand the legal implications of each:

9C.2 Regardless of the engagement model, the Platform's protections (including the Milestone Proposal, Held Funds mechanism, dispute resolution, and complaint routes) apply. However, limited scope and task-based engagements carry specific risks you should be aware of: (a) gaps in coverage - tasks outside the agreed scope are your responsibility; if you assume the Attorney is handling something that falls outside the agreed scope, you may miss deadlines or fail to take necessary action; (b) court requirements - some courts require specific disclosures when an attorney provides limited scope representation, and some judges are reluctant to permit it; and (c) malpractice implications - disputes may arise about whether a task was within or outside the agreed scope. The Milestone Proposal is designed to minimise these risks by clearly defining the scope in writing before work begins.

9D. Conflict Waiver Procedures

9D.1 Where a conflict of interest exists but is waivable under Rule 1.7(b), you must obtain informed written consent from each affected client. The consent must include: (a) a clear explanation of the nature of the conflict; (b) the risks that the conflict poses to each client; (c) the possible effects on the representation, including the risk that you might have to withdraw; (d) the alternatives available to the client (including engaging separate counsel); and (e) an explicit statement that the client consents to the representation despite the conflict. Consent obtained orally is not sufficient; it must be confirmed in writing. The Platform's document workspace can be used to record and store conflict waiver consents.

9D.2 Certain conflicts cannot be waived, regardless of client consent: (a) representation of opposing parties in the same litigation (Rule 1.7(b)(3)); (b) representation that is prohibited by law; and (c) representation where you cannot reasonably believe you can provide competent and diligent representation. If an unwaivable conflict is identified, you must decline the engagement immediately.

10. Conflict of Interest

10.1 Before accepting any engagement through the Platform, you must conduct a conflict check in accordance with Rules 1.7 (current client conflicts), 1.8 (specific conflict rules), 1.9 (former client conflicts), and 1.10 (imputed conflicts) of the applicable Rules of Professional Conduct. The Platform provides the client's name and adverse party information (where disclosed) to facilitate your conflict check, but you are solely responsible for maintaining your own conflicts database and conducting thorough checks.

10.2 If a conflict exists that cannot be waived with informed client consent, you must decline the engagement. If a conflict arises during the engagement, you must promptly inform the client and, if the conflict cannot be resolved, withdraw in accordance with Rule 1.16.

11. Malpractice Insurance and Disclosure

11.1 If you practice in Oregon, you must maintain malpractice insurance through the Oregon State Bar Professional Liability Fund (PLF), as required by Oregon law.

11.2 If you practice in any of the following states, you must disclose to each client whether you carry malpractice insurance in compliance with the applicable disclosure rule: California (Rule 1.4.2), Idaho (IRPC Rule 1.4(c)), Massachusetts (SJC Rule 3:07), New Hampshire (Rule 1.4(c)), New Mexico (Rule 16-104), North Carolina (annual certification), Ohio (Prof.Cond.R. 1.4(c)), Pennsylvania (Pa.R.P.C. 1.4(c)), South Dakota (SDCL § 16-18-20.1), Virginia (Va. RPC 1.4(c)), Washington (APR 26), Kansas (Rule 226), and Alaska (Bar Rule 65).

11.3 The Platform strongly encourages all Attorneys to carry adequate professional liability insurance regardless of state requirements. You may self-report your insurance status on your Attorney Profile. The Platform does not verify insurance coverage.

PART D - YOUR PROFESSIONAL AND ETHICAL OBLIGATIONS

12. Truthfulness and Accuracy

12.1 All information you provide to the Platform, to clients, and to third parties through the Platform must be truthful, accurate, and complete. You must not: (a) misrepresent your qualifications, experience, bar admissions, or specialisations; (b) misrepresent the scope, quality, or likely outcome of legal services; (c) misrepresent your fee structure or billing practices; (d) provide false identity information; or (e) create or maintain multiple accounts.

12B. Malpractice Insurance: State-by-State Requirements

12B.1 The United States does not have a uniform national requirement for attorneys to carry malpractice insurance (also known as professional liability insurance or errors and omissions insurance). The requirements vary by state as follows:

12B.2 The Platform encourages all Attorneys to carry adequate malpractice insurance and to disclose their insurance status on their Platform profiles. The Platform may display self-reported insurance information on Attorney profiles. However, the Platform does not verify insurance coverage, does not require Attorneys to carry insurance as a condition of listing on the Platform, and does not guarantee that any Attorney's insurance is adequate for your matter. You should ask you about their malpractice insurance before engaging them, regardless of what is displayed on their profile.

12C. Written Fee Agreement Requirements

12C.1 The requirement for a written fee agreement varies by state:

12C.2 The Platform's Milestone Proposal process (clause 9A.6) requires you to set out the fee basis in writing through the Platform before work begins. This process is designed to meet or exceed the written fee agreement requirements of all states, regardless of whether the applicable state mandates a written agreement for your particular type of matter.

12D. Client Protection Fund: Caps and Claim Procedures

12D.1 Every state and the District of Columbia maintains a Client Protection Fund (or equivalent) to reimburse clients who have suffered financial losses due to the dishonest conduct of attorneys. However, these funds differ significantly:

12D.2 If you believe an attorney has engaged in dishonest conduct that caused you financial loss, you may: (a) file a disciplinary complaint with the applicable state bar disciplinary authority (identified in the applicable state clause, clauses 85-135); (b) inquire about the Client Protection Fund for your state of admission (identified in the applicable state clause, clauses 85-135); and (c) consider whether you have a civil claim for conversion, breach of fiduciary duty, or legal malpractice. The Platform will provide you with contact details for the applicable Client Protection Fund upon request.

12E. Contingency Fee Caps by State

12E.1 While contingency fees are permitted in most types of civil matters in all states, several states impose caps on contingency fee percentages, particularly in medical malpractice and personal injury cases:

12E.2 If your matter is handled on a contingency fee basis, you must comply with the specific contingency fee requirements and any applicable caps of the Delivery State. You must explain the fee structure and any caps before you sign the contingency fee agreement.

12F. Practice-Specific Licensing Requirements

12F.1 Certain types of legal work require additional licensing or admission beyond a state bar license:

12G. Attorney Reporting Obligations

12G.1 You are subject to mandatory reporting obligations under the Rules of Professional Conduct that may affect your engagement:

12G.2 These reporting obligations exist by operation of law and the Rules of Professional Conduct. They cannot be waived by agreement between you and you, and they cannot be overridden by these Terms.

13. Prohibited Conduct

13.1 You must not use the Platform to: (a) solicit clients in violation of the anti-solicitation rules of any state (including barratry prohibitions in Texas and other states); (b) engage in fee-splitting with non-lawyers in violation of Rule 5.4 (except to the extent that the Platform's fee structure is a permitted technology service fee arrangement as described in Part N of these Attorney Terms); (c) assist a client in conduct you know is criminal or fraudulent (Rule 1.2(d)); (d) make false or misleading communications about your services (Rule 7.1); (e) contact prospective clients in a manner that violates direct solicitation rules (Rule 7.3); (f) circumvent the Platform by soliciting direct engagement with Platform-introduced clients outside the Platform for the longer of: (i) a period of thirty (30) days following the initial introduction, or (ii) until all active matters between the Attorney and that client are fully delivered, all milestones approved, and the matter closed on the Platform; or (g) use the Platform's technology, client data, or matching algorithms for any purpose other than providing legal services to clients matched through the Platform.

13A. Supervision Obligations

13A.1 If you are a partner, shareholder, or managing attorney in a law firm, you have supervisory obligations under Rule 5.1(a) to make reasonable efforts to ensure that the firm has in place measures giving reasonable assurance that all lawyers in the firm comply with the Rules of Professional Conduct. If you have direct supervisory authority over another lawyer, you must make reasonable efforts to ensure that the supervised lawyer's conduct complies with the Rules (Rule 5.1(b)). You may be responsible for another lawyer's violation if: (a) you ordered or ratified the conduct; or (b) you are a partner or supervisory lawyer and knew of the conduct at a time when its consequences could have been avoided or mitigated but failed to take reasonable remedial action (Rule 5.1(c)).

13A.2 If you use non-lawyer assistants (paralegals, legal assistants, law clerks, administrative staff), you must make reasonable efforts to ensure that their conduct is compatible with your professional obligations (Rule 5.3). You must: (a) ensure that non-lawyers understand the ethical constraints that apply (particularly confidentiality, conflicts, and unauthorised practice); (b) supervise their work; (c) take responsibility for their output; and (d) not delegate tasks that constitute the practice of law to non-lawyers. If a non-lawyer's conduct would violate the Rules if engaged in by a lawyer, and you ordered or ratified the conduct, or failed to take reasonable remedial action, you are responsible.

13A.3 If you engage contract or freelance attorneys (Part T of these Attorney Terms) on a Platform matter, you must: (a) verify that the contract attorney is licensed and in good standing; (b) ensure that a conflict check has been conducted; (c) supervise the contract attorney's work; (d) review all work product before delivery to the client; (e) ensure that the contract attorney is bound by confidentiality; and (f) disclose to the client that a contract attorney is working on their matter (unless the contract attorney is a member of your firm, in which case firm-level disclosure is sufficient).

13B. Project Bidding Marketplace

13B.1 The Platform offers a project bidding feature that allows Clients to post descriptions of their legal needs and invite Attorneys to submit competitive proposals (bids). This is an alternative to the consultation booking and direct hiring features.

13B.2 To submit a bid, You must have at least basic verification (meaning Your regulatory body registration has been confirmed by the Platform). Clients may additionally require enhanced verification on individual projects, in which case only Attorneys with the specified verification level may bid.

13B.3 Each bid submission consumes one bid credit. Bid credits are included in Your subscription tier or may be purchased individually. Bid credits are non-refundable once a bid is submitted, regardless of whether the bid is accepted, rejected, or withdrawn by You. The sole exception is where the Platform's administrators remove a project for a policy violation, in which case all bid credits consumed on that project are refunded to the relevant billing period.

13B.4 If a Client voluntarily cancels their own project, bid credits are not refunded. The Platform considers the work of evaluating the project and preparing a bid to have been performed.

13B.5 You may submit one bid per project. You may edit a pending bid but may not submit multiple bids on the same project. You may withdraw a bid at any time before it is accepted, but the bid credit is not refunded on withdrawal.

13B.6 You must only bid on projects that fall within Your professional competence and within the scope of Your practising credential or admission. You must not bid on a project if: (a) the subject matter is outside Your area of expertise; (b) the matter involves a jurisdiction in which You are not qualified; (c) You do not have the capacity to deliver the proposed work within the proposed timeline; or (d) a conflict of interest exists or may reasonably arise.

13B.7 Your bid must be accurate and in good faith. The proposed price, timeline, and scope must be realistic. You must not engage in fee undercutting after acceptance: once a bid is accepted and converted to an active order, the agreed price and scope are binding. Any material change to scope or fees after acceptance requires the Client's written consent through the Platform.

13B.8 Your bid includes a snapshot of Your profile at the time of submission (including verification level, experience, rating, and practice areas). This snapshot is displayed to the Client and cannot be retroactively altered. If Your verification status changes after submission (for example, if Your practising credential lapses), the Platform may withdraw Your bid and refund the bid credit.

13B.9 You must not include personal contact details (email address, telephone number, office address, website URL, or social media handle) in Your bid text, cover letter, or bid messages. The Platform scans bid content for contact information patterns. Contact details are disclosed to the Client only after a bid is accepted, the cooling-off period expires, and payment is made. Inclusion of contact details in bid content is a breach of these Terms and may result in suspension of Your account.

13B.10 Bids do not constitute legal advice. They represent a proposed scope of work and fee for professional services. You must not promise specific legal outcomes in a bid. The Platform displays a disclaimer on every bid form: "Bids do not constitute legal advice."

13B.11 When a Client accepts Your bid, a twenty-four (24) hour cooling-off period begins during which the Client may reverse the acceptance. You are notified of the acceptance but must not begin work during the cooling-off period. After the cooling-off period expires, the Client has seventy-two (72) hours to complete the escrow payment. If payment is not made, the acceptance is automatically voided. Once payment is made, the bid converts to an active order on the same terms as an order arising from a Scoping Call.

13B.12 All bid messages between You and a Client form part of the engagement record and may be reviewed by Platform administrators during dispute resolution. Both parties are informed of this before messaging begins.

13.2 You must not accept instructions from a Platform-introduced client for any new, separate, or unrelated matter outside the Platform for a period of thirty (30) days following the date of introduction. If a client approaches you directly, you must direct them to book a new Scoping Call through the Platform.

13.3 The Attorney must not provide the Client with personal contact details (including personal email, direct mobile number, or office address) before the Milestone Proposal has been approved, except where disclosure is required by the applicable Rules of Professional Conduct or is necessary for the proper conduct of the matter.

14. Mandatory Reporting

14.1 You acknowledge the mandatory reporting obligations described in Part S of these Attorney Terms (Attorney Reporting Obligations), including: (a) misconduct reporting under Rule 8.3; (b) future crime or fraud disclosure under Rule 1.6(b); (c) California self-reporting under Bus. & Prof. Code § 6068(o); and (d) any court-imposed reporting obligations. These obligations apply to your conduct on the Platform and you must comply with them independently of these Terms.

14B. Competence in Unfamiliar Areas

14B.1 If you receive a Platform engagement that involves a practice area or jurisdiction with which you are not fully familiar, you must not proceed without taking appropriate steps. Rule 1.1, Comment [2] provides that a lawyer can provide adequate representation in a wholly novel field through necessary study, or by associating with a lawyer of established competence in the field. Your options are: (a) conduct sufficient study and preparation to achieve competence before beginning substantive work; (b) associate with or consult a lawyer who is competent in the area (with the client's informed consent and in compliance with Rule 1.5(e) if fees will be divided); (c) engage co-counsel through the Platform (clause 16); or (d) decline the engagement and allow the Platform to rematch the client. You must not accept an engagement beyond your competence simply to earn the fee.

14E. Pro Hac Vice Admission: Requirements and Costs

14E.1 If your matter is in a state where you are not admitted, you may seek pro hac vice (temporary) admission. Pro hac vice requirements vary by state but typically include: (a) a motion or application to the court, filed by or with the support of local counsel who is admitted in the state; (b) a filing fee (which ranges from approximately $50 to $500 depending on the state); (c) a certificate of good standing from the attorney's home state bar; (d) a representation that the attorney is not subject to disciplinary proceedings; and (e) the association of local counsel who will appear on all filings and attend all court proceedings. Some states limit the number of pro hac vice admissions per attorney per year, or require compliance with CLE requirements.

14E.2 If you need pro hac vice admission for your matter, the filing fee and local counsel costs are Disbursements payable by you (clause 38.6). You should discuss the pro hac vice process, costs, and timing with you before seeking admission.

14F. Multi-State Practice: Which State's Rules Apply

14F.1 When you are licensed in more than one state, or when you are in one state and you are in another, a question arises about which state's Rules of Professional Conduct govern your obligations to you. ABA Model Rule 8.5 (as adopted, with variations, in all states) provides the framework. The general principles are:

14F.2 For the purposes of these Terms, the "Delivery State" is the state in which legal services are primarily delivered to you. This is typically determined by: (a) for litigation, the state in which the tribunal sits; (b) for transactional work, the state in which the transaction has its primary effect (for example, the state where real property is located, the state of incorporation, or the state where a contract will primarily be performed); (c) for advisory work, the state where you are located when you receive the advice, unless the advice relates to the law of a specific other state; and (d) for regulatory or compliance work, the state whose regulations are being addressed.

14F.3 The Platform determines the initial Delivery State based on information you provide at the time of booking. If the Delivery State changes during the course of your matter (for example, because a lawsuit is filed in a different state than anticipated, or because the transaction's primary nexus shifts), you must update the Delivery State through the Platform. A change in Delivery State may affect: (a) which state's ethics rules apply; (b) which state's consumer protection laws apply; (c) whether you are licensed in the Delivery State or needs pro hac vice admission; (d) the recording consent requirements for any further Scoping Calls; and (e) the applicable state regulatory clause (clauses 85-135).

14G. Scenario Mapping: Client, Attorney, and Matter in Different States

14G.1 The following scenarios illustrate how the Platform handles multi-state situations:

14G.2 In all multi-state scenarios, the Platform will: (a) display the Delivery State on your matter dashboard; (b) apply the regulatory provisions of the applicable state clause (clauses 85-135) based on the Delivery State; (c) apply the correct recording consent protocol (one-party or all-party) based on the state requirements; and (d) notify you if you are not admitted in the Delivery State, so that you can discuss pro hac vice admission or alternative arrangements with you.

14H. Attorney Cross-Referrals and Co-Counsel

14H.1 During the course of your matter, you may determine that part of your matter requires expertise in a practice area or jurisdiction that you do not cover. In such cases, you may:

14I. Fee Division Between Attorneys (ABA Model Rule 1.5(e))

14I.1 If two or more Attorneys work on your matter (whether as co-counsel, as referring and receiving attorneys, or in any other arrangement), any division of legal fees between those Attorneys is governed by ABA Model Rule 1.5(e) as adopted in the applicable state. Under Rule 1.5(e), a division of fees between Attorneys who are not in the same firm is permitted only if: (a) the division is in proportion to the services performed by each Attorney, or each Attorney assumes joint responsibility for the representation; (b) the client agrees to the arrangement, including the share each Attorney will receive, and the agreement is confirmed in writing; and (c) the total fee is reasonable.

14I.2 Important variations by state:

14I.3 If your matter involves a fee division between Attorneys, you(s) must: (a) explain the proposed arrangement to you, including which Attorney will perform which services and how fees will be divided; (b) obtain your written consent before the fee division takes effect; and (c) ensure the total fee remains reasonable and is not increased by the division. The Platform records fee division consents in the matter audit log.

14I.4 A fee division between Attorneys is a different transaction from Platform Fees. Platform Fees (the Connection Fee, Buyer Protection Fee, and other client-side fees) are charged by the Platform for its technology services and are not shared with any Attorney. A fee division under Rule 1.5(e) is a division of the Attorney's Legal Fees between two or more Attorneys. These are separate flows: Platform Fees are paid by you to the Platform (Line 3 of the Stripe architecture); Legal Fees divided between Attorneys are allocated between the Attorneys' respective Connected Accounts within Lines 1 and 2 of the Stripe architecture. The Platform facilitates the recording of fee division arrangements but does not itself participate in, benefit from, or receive any portion of any fee division between Attorneys.

14J. Multi-State Recording Consent

14J.1 Where you are in one state and you is in another, the recording consent requirements for your Scoping Call are determined by the stricter standard. If either you or you are located in an All-Party Consent State (California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Montana, New Hampshire, Pennsylvania, or Washington), the Platform applies all-party consent procedures to the Scoping Call, regardless of whether the other participant is in a one-party consent state. This is because: (a) federal law (18 U.S.C. § 2511) requires one-party consent as a baseline; (b) state laws that require all-party consent impose a stricter standard that applies to any participant located in that state; and (c) applying the stricter standard ensures compliance with both jurisdictions.

14J.2 The Platform uses your registration address and your registration address to determine the applicable recording consent standard. If you are travelling and are physically present in a different state at the time of the Scoping Call, you must update your location through the Platform or inform your case adviser, as this may affect the applicable recording consent standard.

15. Multi-State Practice

15.1 If you accept engagements involving clients or matters in states where you are not admitted, you must comply with ABA Model Rule 8.5 (Disciplinary Authority; Choice of Law) and Rule 5.5 (Unauthorized Practice of Law; Multi-jurisdictional Practice) as adopted in the applicable states. You must either: (a) be admitted in the Delivery State; (b) obtain pro hac vice admission with local counsel; (c) rely on the temporary practice provisions of Rule 5.5(c); or (d) decline the engagement. The Platform displays the Delivery State to you before you accept any engagement. If you accept an engagement in a state where you are not admitted and do not have proper authorisation to practice, you are personally responsible for any UPL consequences.

15A. Practice Area Obligations

15A.1 If you accept Platform engagements in any of the following practice areas, the following additional obligations apply:

15B. Advertising and Marketing Through the Platform

15B.1 Your Attorney Profile on the Platform constitutes attorney advertising in most states. You must ensure that your profile complies with the advertising rules of every state in which you are admitted. Key obligations include:

16. Cross-Referrals and Co-Counsel

16.1 If you refer a client to another Attorney (whether through the Platform or externally), or if you engage co-counsel on a client's matter, you must comply with: (a) ABA Model Rule 1.5(e) (division of fees between attorneys not in the same firm), including obtaining the client's written consent to any fee division and ensuring the total fee is reasonable; (b) Rule 1.1 (ensuring the referred or co-counsel attorney is competent for the matter); (c) Rule 1.6 (obtaining client consent before sharing confidential information with the referred attorney); and (d) the state-specific fee division requirements described in Part R of these Attorney Terms (Fee Division Between Attorneys).

16.2 You must record all cross-referral and co-counsel arrangements through the Platform, including the identity of the second attorney, the scope of each attorney's work, and the fee division (if any). The Platform facilitates the recording of fee division consents in the matter audit log.

PART E - CLIENT IDENTIFICATION AND COMPLIANCE

The client identification and compliance obligations in this Part apply to all practice models. Solo practitioners, Of Counsel attorneys, and virtual practitioners must conduct their own client identification where required by applicable law. Law firm attorneys must follow the firm's KYC and CDD procedures. Contract attorneys must cooperate with the supervising attorney's identification procedures. Pro hac vice attorneys must comply with the host state's requirements. The Platform's own identity verification at onboarding supplements but does not replace the Attorney's obligations.

16A.1 The client identification and compliance obligations in this Part apply to all practice models. Solo practitioners, Of Counsel attorneys, and virtual practitioners must conduct their own client identification where required by applicable law. Law firm attorneys must follow the firm's KYC and CDD procedures. Contract attorneys must cooperate with the supervising attorney's identification procedures. Pro hac vice attorneys must comply with the host state's requirements. The Platform's own identity verification at onboarding supplements but does not replace your obligations.

17. Your AML and Compliance Obligations

17.1 While the United States does not impose comprehensive AML gatekeeping obligations on attorneys as a class (see clause 20 of the these Attorney Terms for context), you remain subject to: (a) your ethical obligation to decline representation that would assist a client in conduct you know is criminal or fraudulent (Rule 1.2(d)); (b) OFAC sanctions compliance (which applies to all US persons); (c) the prohibition on receiving proceeds of criminal activity (18 U.S.C. § 1957); (d) FinCEN Beneficial Ownership reporting under the Corporate Transparency Act where applicable to entity clients; and (e) any state-specific client identification or AML requirements.

17.2 You are responsible for conducting your own client identification, due diligence, and conflict checks. The Platform's identity verification of clients at registration is for the Platform's own fraud prevention purposes and does not satisfy your independent compliance obligations.

17A. Restrictions on Disclosure to Clients

17A.1 In certain circumstances, you may become aware of information that you are legally prohibited from disclosing to your client. In particular: (a) if you file a Suspicious Activity Report (SAR) with FinCEN, you are prohibited by federal law (31 U.S.C. § 5318(g)(2)) from disclosing to any person, including the client, that a SAR has been filed; (b) if you receive a grand jury subpoena with a secrecy order, you may be prohibited from disclosing the existence of the subpoena; (c) if you receive a National Security Letter (NSL), you may be subject to a non-disclosure order; and (d) if you learn of information through another client's confidential communications that you cannot disclose under Rule 1.6. In these circumstances, you may need to withdraw from the representation without being able to explain the full reason. The Platform acknowledges that these situations arise and will not penalise you for withdrawing from an engagement where you are legally unable to disclose the reason, provided you notify the Platform that you are withdrawing for professional conduct reasons that you are unable to specify.

18. Trust Account Compliance

18.1 You must maintain client trust accounts in compliance with Rule 1.15 (or equivalent, such as Texas Rule 1.14 or Florida Rule 5-1.1) of the applicable state. Specifically: (a) client funds must be held in a properly designated trust account at a financial institution approved by the applicable state bar; (b) client funds must never be commingled with your personal or business funds; (c) trust account records must be maintained for the period required by the applicable state (typically five to seven years); (d) IOLTA requirements must be met for nominal or short-term client deposits; and (e) you must promptly deliver funds to which the client is entitled.

18.2 Funds released from the Platform's Held Funds mechanism to your Connected Account are your responsibility from the point of release. If any portion of those funds constitutes client funds (for example, Disbursement advances or unearned retainer amounts), you must transfer those funds to your trust account promptly upon receipt.

18A. Insurance Run-Off Cover

18A.1 If you cease practising law, retire, or close your practice, you should maintain professional liability insurance run-off cover (also known as tail coverage) for a period sufficient to cover claims arising from matters handled during the coverage period. Most malpractice insurance policies are written on a "claims-made" basis, meaning they cover claims made during the policy period, not claims arising from acts during the policy period. If you cancel a claims-made policy without purchasing tail coverage, you will have no coverage for claims made after cancellation, even if the underlying acts occurred during the coverage period. The Platform does not require run-off cover but strongly recommends it, and you should discuss the appropriate run-off period with your insurance provider.

18B. Interest on Client Trust Funds

18B.1 Under the IOLTA rules of most states, nominal or short-term client deposits must be held in an IOLTA account, and the interest on those deposits is remitted to the state's IOLTA foundation to fund legal aid programs. For larger deposits where the interest earned would be substantial enough to benefit the client, you must hold the funds in a separate interest-bearing trust account and remit the interest to the client, net of any bank charges. The applicable IOLTA threshold and rules vary by state and are identified in the applicable state clause (clauses 85-135). You are responsible for determining whether client funds should be held in an IOLTA account or a separate interest-bearing account.

18C. Residual and Unclaimed Trust Balances

18C.1 If funds remain in your trust account after a matter is concluded and you are unable to locate the client to return them, you must follow the applicable state's unclaimed property or escheat laws. Most states require that unclaimed funds be reported and remitted to the state's unclaimed property office after a specified dormancy period (typically one to five years, depending on the state). You must not treat unclaimed client funds as your own income. The Platform's audit log records all payments made through the Platform, which may assist you in identifying the client.

PART F - RECORDING, AI CONSENT, AND DATA

19. Scoping Call Recording

19.1 You acknowledge and consent to the recording of all Scoping Calls conducted through the Platform. The recording is used to generate the AI Scope Script. You are responsible for: (a) ensuring the client is informed that the call will be recorded before the recording begins; (b) confirming that the client consents to recording; (c) if the client is in an All-Party Consent State (California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Montana, New Hampshire, Pennsylvania, or Washington), ensuring that enhanced consent procedures are followed in compliance with that state's wiretap laws; and (d) pausing or stopping the recording if the client withdraws consent.

19.2 If you are in one state and the client is in another, the stricter recording consent standard applies (Part R of these Attorney Terms (Multi-State Recording Consent)). You must be aware of the recording consent law of both your state and the client's state.

20. AI Scope Script

20.1 The AI Scope Script is generated by the Platform's AI system from the Scoping Call recording. It is a technology-generated administrative summary, not a legal document. You must: (a) review the AI Scope Script for accuracy before relying on it; (b) correct any errors or omissions; (c) not treat the AI Scope Script as legal advice or a legal analysis; and (d) use your own professional judgment in preparing the Milestone Proposal. You are responsible for the Milestone Proposal you submit, regardless of what the AI Scope Script contains.

20.2 Where the Scoping Call recording fails (in whole or in part), or where the AI system fails to generate an AI Scope Script or generates an incomplete or materially inaccurate AI Scope Script, you must still properly scope the Client's matter using manual notes taken during the call, your own recollection, and (if necessary) a follow-up call or written communication with the Client. Your obligation to prepare an accurate Milestone Proposal within 48 hours is not reduced, excused, or delayed by any failure or limitation of the Platform's recording or AI technology. The Platform accepts no liability for any failure of the recording or AI transcription infrastructure, and you indemnify the Platform against any claim by a Client arising from your failure to properly scope a matter in circumstances where the AI Scope Script was unavailable, incomplete, or inaccurate.

20.3 You acknowledge that the quality, completeness, and accuracy of the AI Scope Script depend in part on the quality, completeness, and clarity of the information the Client provides during the Scoping Call. You must not rely solely on the AI Scope Script as a record of the Client's instructions. You have a professional duty to: (a) actively probe for relevant information during the Scoping Call, including by asking clarifying questions where the Client's instructions are unclear or incomplete; (b) identify matters that the Client may have overlooked or failed to raise; (c) take your own contemporaneous notes during the call as a safeguard against AI transcription errors; and (d) cross-check the AI Scope Script against your own notes and professional assessment before preparing the Milestone Proposal. Where the Client's input during the Scoping Call was unclear, incomplete, or ambiguous, you must seek clarification from the Client before finalising the Milestone Proposal rather than relying on the AI system's interpretation.

20.4 You indemnify the Platform against any loss, claim, damage, cost, or expense arising from: (a) your failure to review, verify, or correct the AI Scope Script before relying on it; (b) your failure to properly scope the Client's matter when the AI Scope Script was unavailable, incomplete, or inaccurate due to a technical failure or any other cause; (c) your failure to take your own contemporaneous notes during the Scoping Call; (d) your failure to seek clarification from the Client where the Client's instructions were unclear or incomplete; or (e) any claim by the Client that the Milestone Proposal did not accurately reflect the matters discussed during the Scoping Call, regardless of whether the AI Scope Script was available or accurate. This indemnity is in addition to your general indemnity obligations under these Terms and is uncapped.

20A. AI Is Not a Substitute for Professional Legal Review

This clause 20A is a fundamental term of these Attorney Terms. It applies to every AI feature, function, tool, output, transcript, summary, classification, score, suggestion, and recommendation provided by or through the Platform, without exception.

20A.1 No AI functionality provided by or through the Platform - including the AI Scope Script, the AI Scoping Engine, AI-generated suggested pricing, AI confidence scores, AI case summaries, AI transcripts, AI classification of matters, AI matching, AI screening tools, AI document analysis, and any other current or future AI feature - constitutes legal advice, a legal opinion, a professional assessment, or a substitute for the independent professional judgment of a licensed attorney. Every AI output is a technology-generated administrative tool only.

20A.2 You must treat every AI output generated by or through the Platform as a draft requiring mandatory specialist expert review before any reliance, use, transmission to a Client, filing with a court or tribunal, or incorporation into any advice, document, or work product. You must (a) read and critically evaluate every AI-generated transcript, summary, scope script, and recommendation in its entirety, (b) independently verify all factual statements, legal propositions, case citations, statutory references, and procedural assertions contained in any AI output against primary authoritative sources, (c) correct all errors, omissions, inaccuracies, hallucinations, and misleading statements before any AI output is used for any purpose, (d) apply your own professional judgment, legal expertise, and knowledge of the Client's specific circumstances to determine whether the AI output is accurate, complete, relevant, and appropriate, and (e) take full professional responsibility for any AI output that you use, rely upon, transmit, or incorporate into your work, as though you had drafted it personally from scratch.

20A.3 The Platform accepts no liability whatsoever - and you agree that the Platform shall have no liability - for any loss, damage, claim, cost, expense, regulatory action, fine, penalty, malpractice claim, bar disciplinary proceeding, or other consequence of any kind arising from or in connection with (a) your failure to review, verify, or critically evaluate any AI output before use, (b) your reliance on any AI output without conducting independent professional verification, (c) errors, omissions, inaccuracies, hallucinations, fabricated citations, or misleading content in any AI output (whether or not you reviewed it), (d) your use of any AI output in providing legal advice, drafting documents, conducting litigation, or performing any other legal service, (e) your failure to disclose to the Client the use of AI tools, (f) any AI output that is biased, discriminatory, incomplete, out of date, or otherwise unfit for the purpose for which you use it, or (g) your failure to perform a competent, diligent, and thorough professional review of work product before delivering it to the Client, regardless of whether AI tools were used in its preparation. This exclusion of liability applies without monetary limit.

20A.4 Your duty to conduct a specialist expert review of all AI outputs is non-delegable to any non-lawyer. It may be delegated to another licensed attorney under your supervision who is competent in the relevant area of law, but you retain ultimate responsibility under Rule 5.1 (supervisory responsibility).

20A.5 You acknowledge and agree that the Platform's provision of AI features does not (a) create any duty of care owed by the Platform to you or to any Client in respect of the accuracy, completeness, or fitness for purpose of AI outputs, (b) modify, reduce, or qualify your professional standard of care, duty of competence (Rule 1.1), or ethical obligations, (c) transfer any part of your professional responsibility for the quality of legal services to the Platform, or (d) create any expectation that AI outputs are reliable, accurate, complete, or suitable for any purpose without independent professional review. Your malpractice insurance must cover work performed with the assistance of AI tools, and you must ensure that your insurer is aware that AI tools are used.

20A.6 You indemnify the Platform and the Indemnified Parties against all losses, claims, damages, costs (including attorneys' fees), expenses, and liabilities arising from any failure by you to conduct an adequate specialist expert review of AI outputs before use, including any claim by a Client, any bar disciplinary action, and any malpractice claim. This indemnity is without monetary limit and survives the termination of these Attorney Terms indefinitely.

21. Client Data

21.1 You process client personal data as an independent data controller (not as a processor acting on behalf of the Platform). The Platform processes client data as a separate independent controller. You and the Platform are not joint controllers. You are responsible for your own compliance with applicable data protection laws (including state privacy laws identified in Part Q of these Attorney Terms and the applicable state clause, clauses 85-135).

21.2 You must not use client data obtained through the Platform for any purpose other than providing legal services to that client. You must not sell, share, or disclose client data to third parties except as required for the representation or as required by law. Your duty of confidentiality under Rule 1.6 applies to all client information obtained through the Platform.

21A. Client File Management

21A.1 You must maintain an organised file for each Platform engagement. The file must include: (a) the Client Retainer Agreement; (b) the Milestone Proposal (and any revisions); (c) the AI Scope Script; (d) all correspondence with the client; (e) all documents produced or received in connection with the matter; (f) time records (for hourly matters) or billing records (for all matters); (g) trust account records related to the matter; (h) the conflict check record; (i) any conflict waiver consents; and (j) the closing letter and final bill.

21A.2 File retention: you must retain the complete file for the period required by the applicable state bar rules (typically five to seven years from matter closure, and longer for matters involving minors, trusts, real property, or tax). Some states require specific retention periods: California requires retention for a period consistent with the statute of limitations for malpractice claims (typically one year from discovery, four years from the act); New York requires retention for at least seven years. You must have a written file retention and destruction policy.

21A.3 File destruction: when the retention period expires, you may destroy the file in accordance with your retention policy. Before destroying a file, you must: (a) check that no legal hold, litigation preservation obligation, or regulatory investigation applies; (b) return any original documents that belong to the client (Rule 1.16(d)); (c) consider whether the client might need the file for ongoing matters or future disputes; and (d) document the destruction in your records. Destruction must be by secure means (shredding for paper, secure deletion for electronic records).

21B. Record Keeping Obligations

21B.1 In addition to client files, you must maintain the following records: (a) trust account records, including bank statements, deposit slips, cancelled cheques, ledger cards, and reconciliations, for the period required by the applicable state (typically five to seven years); (b) billing records, including time records, invoices, and fee agreements; (c) conflict check records; (d) CLE records; (e) malpractice insurance records (policies, certificates, correspondence); (f) disciplinary correspondence; and (g) Platform engagement records (Milestone Proposals, payment confirmations, audit log extracts). The Platform's audit log retains Platform-side records for seven years, but this does not substitute for your independent record keeping obligations.

21C. Duty to Report Adverse Developments

21C.1 You must promptly inform the client of any adverse development in their matter, including: (a) missed deadlines (including those caused by your own error); (b) unfavourable court rulings, arbitration decisions, or regulatory determinations; (c) changes in the law that materially affect the client's matter; (d) settlement demands or offers; (e) any development that requires the client to make a decision; (f) any event that may trigger your obligation to withdraw (for example, a newly discovered conflict, the client's insistence on a course of action you cannot support, or your inability to continue the representation); and (g) any development that materially increases the likely cost or timeline of the matter. Failure to report adverse developments promptly is a violation of Rule 1.4.

PART G - FEES AND PAYMENTS

22. How You Get Paid

22.0 The Platform's per-matter service fee is determined by the complexity tier assigned to the matter, as published on the Platform's pricing page. Each complexity tier reflects a genuinely different level of platform resource allocation: (a) lower tiers (quick advice and standard advisory matters) receive standard AI scoping, a single milestone workflow, standard dispute resolution (72-hour SLA), and 12-month data retention; (b) mid tiers (standard and complex matters) receive full AI scoping with pricing intelligence, multi-milestone workflow management, enhanced dispute resolution (48-hour SLA), 3-year data retention, and ongoing compliance verification; (c) upper tiers (high-value, premium, and enterprise matters) receive maximum AI scoping with comparable matter benchmarks, custom milestone workflows, priority dispute resolution (24-hour SLA), 7-year data retention, enhanced document security, and dedicated matter management. The fee reflects the cost of these differentiated services, not the value of the legal services provided.

22.1 Client payments for your Legal Fees and Disbursements are processed through your Stripe Connected Account using the three-line payment architecture described below. The key principles are: (a) Line 1 (Legal Fees): the client's payment is processed as a direct charge on your Connected Account. The Platform does not use Stripe's application_fee_amount parameter. One hundred percent (100%) of the Legal Fee (minus Stripe's own processing fee) lands in your Connected Account. The Platform never touches this money. (b) Line 2 (Disbursements): processed identically to Line 1, as a separate direct charge on your Connected Account. (c) Line 3 (Attorney-Side Platform Fees): invoiced separately by the Platform to your own payment method (card or bank account) through Stripe Billing. This is a separate B2B transaction charged to your personal or firm payment method, not deducted from any client payment in your Connected Account.

22.1A Treatment of flat fees and advance fee payments varies by state. You must comply with the rules of the Delivery State regarding when fees are considered earned and whether they must be deposited into a trust account: (a) In some states, flat fees must be deposited into the client trust account and withdrawn only as earned (for example, Colorado, Iowa, and the District of Columbia require flat fees to be held in trust until earned). (b) In other states, a flat fee may be treated as earned upon receipt if the fee agreement so provides and the client is informed of the consequences (for example, some jurisdictions permit earned-on-receipt flat fees under ABA Model Rule 1.5, Comment [4]). (c) In most states, any unearned portion of a flat fee must be refunded upon termination of the engagement (ABA Model Rule 1.16(d)). (d) Some states distinguish between "general retainers" (earned on receipt as consideration for availability), "special retainers" or "advance fees" (deposited to trust, drawn as earned), and "flat fees" (may or may not be earned on receipt). You must ensure your Milestone Proposals and fee agreements accurately characterise the fee type and comply with the applicable state's classification.

22A. Client-Side Platform Fees

22A.1 You should be aware that clients also pay fees to the Platform for its technology services. These client-side fees include: (a) a Connection Fee (at the rate published on the Platform, plus applicable taxes) paid by the client at the time of booking, before the Scoping Call; (b) a Buyer Protection Fee (a fixed fee per milestone determined by the milestone value band as published on the Platform's pricing page for each milestone payment, at tiered rates depending on the client's subscription tier and the milestone amount, as published on the Platform); (c) an AI Consultation Fee; and (d) a Compliance Verification Fee. These fees are paid by the client directly to the Platform and are separate from your Legal Fees. You do not receive any portion of any client-side Platform Fee. The existence of these fees is disclosed to the client in the Client Terms and on the Platform before payment.

22A.2 Under the applicable Rules of Professional Conduct (including the duty of communication under Rule 1.4 and the disclosure requirements for third-party service arrangements), you should be prepared to explain to clients that the Platform charges these fees in addition to your Legal Fees. You must not represent to clients that the Platform's services are free or that the Connection Fee and Buyer Protection Fee are part of your Legal Fees.

22B. Billing Frequency and Invoicing

22B.1 You must submit invoices to clients through the Platform in accordance with the billing arrangement set out in the approved Milestone Proposal. Specifically: (a) for milestone and staged fee matters, you must submit a completion notification for each milestone promptly upon completion; (b) for hourly rate matters, you must submit interim bills at the intervals agreed in the Milestone Proposal (typically monthly, but no less frequently than quarterly); (c) for retainer matters, you must provide regular accountings of work performed against the retainer; and (d) for contingency fee matters, you must provide a final accounting upon resolution showing the recovery, the fee calculation, the deduction of costs and expenses, and the net amount due to the client.

22C. Fee Reasonableness

22C.1 Every fee you charge through the Platform must be reasonable under Rule 1.5(a). The factors relevant to reasonableness include: (a) the time and labour required, the novelty and difficulty of the questions involved, and the skill requisite to perform the legal service properly; (b) the likelihood, if apparent to the client, that the acceptance of the particular employment will preclude other employment by you; (c) the fee customarily charged in the locality for similar legal services; (d) the amount involved and the results obtained; (e) the time limitations imposed by the client or by the circumstances; (f) the nature and length of the professional relationship with the client; (g) the experience, reputation, and ability of the lawyer or lawyers performing the services; and (h) whether the fee is fixed or contingent. You must be prepared to justify your fees against these factors if challenged.

22C.2 The Platform does not set, review, or approve your Legal Fees. The Platform's role is limited to facilitating the payment mechanics through the Milestone Proposal and Held Funds system. Responsibility for ensuring fee reasonableness rests solely with you.

22D. Fee Disclosure Obligations

22D.1 You must disclose the following to each client before or at the beginning of the engagement: (a) the basis or rate of your fee, including whether it is hourly, flat, contingency, or other; (b) the estimated total cost of the engagement (or, if an estimate is not possible, an explanation of why and how costs will be communicated as the matter progresses); (c) any expenses or Disbursements for which the client will be responsible; (d) the existence and nature of the Platform's client-side fees (Connection Fee, Buyer Protection Fee, AI Consultation Fee, Compliance Verification Fee), so the client understands the total cost of engaging you through the Platform; (e) the existence and nature of the Platform's attorney-side fees (the client is entitled to know that the Platform charges you fees, and the general nature of those fees, under Rule 1.4 and the referral fee disclosure principles of Rule 7.2); and (f) any financial interest or referral arrangement with any third party in connection with the matter (Rule 1.8(f)).

22D.2 For contingency fee matters, your disclosure must comply with the specific requirements of Rule 1.5(c) as adopted in the Delivery State, including: (a) a written statement of the contingency fee percentage and how it will be calculated; (b) whether expenses will be deducted before or after the contingency fee is calculated; (c) what expenses the client is responsible for regardless of outcome; and (d) the applicable contingency fee caps in the Delivery State (see Part S of these Attorney Terms). For matters in New York involving medical malpractice (Judiciary Law § 474-a), New Jersey personal injury (RPC 1.5), Connecticut (court approval), Florida (Rule 4-1.5(f)(4)(B)), or California medical malpractice (MICRA), you must disclose the specific sliding scale that applies.

22E. Trust Account Operations for Each Billing Model

22E.1 Your trust account obligations differ depending on the billing model used for the engagement:

22F. Disbursement Accounting

22F.1 You must account for all Disbursements (costs and expenses) separately from Legal Fees. Disbursements include: court filing fees, service of process fees, expert witness fees, deposition transcript costs, travel expenses, copying and printing costs, postage and courier costs, electronic filing fees, pro hac vice admission fees (Part R of these Attorney Terms), local counsel fees (if applicable), and any other third-party costs incurred in connection with the matter. You must: (a) obtain the client's advance approval for any significant Disbursement (above the threshold specified in the Milestone Proposal or, if none is specified, any Disbursement that would materially increase the total cost); (b) provide receipts or documentation for all Disbursements upon request; (c) not mark up Disbursements (you may charge the actual cost incurred, but adding a surcharge to third-party costs may violate Rule 1.5); and (d) include a detailed Disbursement accounting in each interim bill and in the final bill.

22G. Final Bill and Matter Accounting

22G.1 At the conclusion of each engagement, you must provide the client with a final bill through the Platform that includes: (a) a summary of all Legal Fees charged, broken down by milestone; (b) a summary of all Disbursements, with supporting documentation; (c) a reconciliation of all payments received against fees and Disbursements billed; (d) any credit or refund due to the client; (e) any balance due from the client; (f) the disposition of any funds remaining in your trust account; and (g) for contingency fee matters, a detailed accounting showing the gross recovery, the fee calculation (applying any applicable sliding scale), the deduction of costs and expenses, and the net amount distributed to the client.

22H. Fee Dispute Cooperation

22H.1 If a client disputes your fees, you must: (a) respond to the dispute through the Platform within five (5) business days; (b) provide detailed documentation supporting your fees (time records, invoices, Disbursement receipts); (c) participate in good faith in the Platform's dispute facilitation process; (d) if the dispute is not resolved through the Platform, inform the client of the applicable state bar fee arbitration programme (in New York, mandatory fee arbitration under 22 NYCRR Part 137 for fees of $1,000 to $50,000; in California, mandatory fee arbitration under Bus. & Prof. Code § 6200-6206); (e) cooperate with any fee arbitration proceeding; and (f) not withhold client files or work product as leverage in a fee dispute (Rule 1.16(d) requires you to surrender papers and property to which the client is entitled, regardless of any fee dispute).

22.2 Your Connected Account bank statement will show the client's payments landing directly. The client's bank statement will show your name (you are the merchant of record), not the Platform's name. This separation is fundamental to compliance with Rule 5.4 (no fee-splitting with non-lawyers) in all states.

22.3 The Platform will release Held Funds to your Connected Account upon: (a) the client confirming satisfactory completion of the milestone; (b) the Confirmation Period expiring without the client raising a dispute (deemed acceptance); or (c) a dispute being resolved in your favour. Release timelines depend on the client's subscription tier: 14 calendar days (Free/Explorer), 21 days (Standard), or 30 days (Premium).

22L. Third-Party Client Accounts and Disbursement Obligations

22L.1 Where You are required by the applicable state trust account rules (Rule 1.15 or equivalent) to hold Client Money in a regulated client account (including completion funds, settlement funds, money on account of costs, or any other funds held on behalf of a Client), that obligation sits entirely with You and Your firm. The Platform has no visibility of, access to, or control over any client account maintained by You, Your firm, or any third-party managed account provider. The Platform does not monitor, audit, reconcile, or verify the contents of any client account. You must comply with all applicable client account rules independently of the Platform and must not rely on the Platform's technology or payment infrastructure as a substitute for compliance with Your regulatory obligations regarding client money.

22L.2 The Platform's Held Funds mechanism (funds held by Stripe during the Confirmation Period) is a technology escrow service. It is not a client account, trust account, or any form of regulated account. Held Funds are held by Stripe in Stripe's own regulated electronic money accounts, not in the Platform's accounts and not in Your client account. Once Held Funds are released to Your Stripe Connected Account, any portion of those funds that constitutes client money (including disbursement advances and unearned retainer amounts) must be transferred by You to Your regulated client account promptly in accordance with the applicable state trust account rules (Rule 1.15 or equivalent).

22L.3 Disbursement payments are processed as separate Stripe direct charges to Your Connected Account. The Platform does not hold, manage, or have access to disbursement funds at any point after the payment is processed. You are solely responsible for: (a) paying the relevant third party out of the disbursement funds received; (b) providing the Client with receipts or evidence of payment for each disbursement; (c) reconciling disbursement payments with third-party invoices; (d) ensuring that any mark-up on disbursements is disclosed and permitted by the applicable state trust account rules (Rule 1.15 or equivalent); and (e) accounting for VAT correctly on each disbursement category.

22M.1 Certain pricing models offered by Attorneys on the Platform involve payment arranged directly between You and the Attorney, outside the Platform. For these arrangements: (a) no payment is processed through the Platform; (b) the Platform does not hold funds in escrow; (c) the buyer protection fee does not apply; (d) fee disputes are between You and the Attorney; and (e) the Platform tracks milestones for project management purposes only.

22M.2 Where a Attorney offers a pricing model involving external payment, the Attorney is required by their regulator to provide You with full costs information before You agree to the arrangement.

22M.3 In exceptional circumstances, the Platform reserves the right to instruct Stripe to release Held Funds at its reasonable discretion. The Platform will notify both parties before taking such action.

22M.4 The Platform supports multiple milestone types with distinct payment implications: (a) standard (held by Stripe until confirmed); (b) conditional (tied to an event); (c) recurring (periodic); (d) retainer drawdown; (e) hourly block; (f) percentage-of-value; (g) immediate release (no escrow protection); (h) instalment; and (i) scope-only (no payment through Platform). Immediate release milestones do not benefit from escrow protection.

22N.1 The Platform operates a feature called Plan My Case, which generates AI-powered legal information action plans for users. Users may access Plan My Case before accepting these Terms and before any engagement with an Attorney or Legal Professional begins. Not all Clients will have used Plan My Case. Where a Client books a Scoping Call from a Plan My Case action plan, the following additional information is provided to the matched Attorney or Legal Professional through the Platform's booking system: (a) the practice area(s) detected from the Client's situation description; (b) the type of Attorney recommended by the action plan; (c) the jurisdiction identified for the Client's matter; (d) any urgency indicators identified by the action plan; and (e) any compliance flags detected during the Client's Plan My Case session (including domestic abuse indicators, which trigger the compliance hold under clause 9A.4.9). The Client's original situation description, uploaded documents, and the full action plan are not shared with the matched Attorney or Legal Professional. Where a Client did not use Plan My Case, no Plan My Case data is provided and this clause has no further effect. The Platform operates a feature called Plan My Case, which generates AI-powered legal information action plans for users. Users may access Plan My Case before accepting these Terms and before any engagement with a Attorney or Legal Professional begins. Not all Clients will have used Plan My Case. Where a Client books a Scoping Call from a Plan My Case action plan, the Client may optionally choose to share their saved Plan My Case report with the matched Attorney or Legal Professional during the booking process. Sharing is client-initiated and optional; no Plan My Case data is shared automatically. If the Client chooses to share, the following information is provided: (a) the action plan summary; (b) the practice area(s) detected from the Client's situation description; (c) the complexity assessment; (d) the estimated cost ranges; (e) the recommended action steps; (f) the Client's original situation description; and (g) AI-generated document summaries, only where the Client expressly opted to include them during booking. The Client's raw uploaded documents are never shared with the matched Attorney or Legal Professional; only AI-generated summaries are shared, and only where the Client has opted in. Where a Client did not use Plan My Case or did not attach a report during booking, no Plan My Case data is provided and this clause has no further effect.

22N.2 Where a Client used Plan My Case before booking a Scoping Call, the Attorney or Legal Professional must not treat any information received from the Platform's Plan My Case booking integration as a substitute for their own professional assessment of the Client's matter. Plan My Case provides general legal information only and does not constitute legal advice. The Attorney or Legal Professional remains solely responsible for: (a) conducting an independent assessment of the Client's situation during the Scoping Call; (b) all legal advice given to the Client; (c) verifying the accuracy of any information the Client may have received through Plan My Case; and (d) preparing the engagement letter and Milestone Proposal based on their own professional judgement, not on the Plan My Case action plan.

22N.3 The Platform does not guarantee the accuracy, completeness, or currency of any information generated by Plan My Case. Where a Client has used Plan My Case, the Attorney or Legal Professional acknowledges that: (a) action plans are generated by AI and may contain errors; (b) verified figures may become outdated between the verification date and the date the Client acts; (c) Attorney fee estimates in action plans are approximate ranges drawn from the Platform's knowledge base and do not represent a quotation by or commitment from any Attorney or Legal Professional; and (d) the Attorney or Legal Professional must not quote, adopt, or endorse Plan My Case cost estimates in their Milestone Proposal or engagement letter without independently verifying the underlying figures.

22N.4 All intellectual property in the Plan My Case feature, including the underlying knowledge base, practice area taxonomy, fee benchmark data, AI prompts, and verification methodology, is and remains the exclusive property of the Platform. The Attorney or Legal Professional must not use information received through the Plan My Case booking integration to extract, compile, or reproduce the Platform's knowledge base data or fee benchmarks for any purpose other than preparing for the specific Client's Scoping Call.

23. What You Pay the Platform

23.1 You pay the following Attorney-Side Platform Fees, as published on the Platform from time to time:

(a) Platform Usage Fee: a fixed dollar amount per matter for access to the Platform's technology, matching service, scheduling system, video infrastructure, and client management tools. The current rates for each tier are published on the Platform's pricing page.

(b) Technology and AI Fee: a fixed dollar amount per matter for the Platform's AI transcription, scope generation, milestone builder, and compliance logging technology used on each engagement. The current rates for each tier are published on the Platform's pricing page. This fee includes the AI scope report.

(c) Seller Protection Fee: a fixed dollar amount per matter for the Platform's payment security, Held Funds mechanism, and dispute resolution infrastructure that protects you against frivolous disputes and chargebacks. The current rates for each tier are published on the Platform's pricing page.

(d) Compliance and Audit Fee: a fixed dollar amount per matter for the Platform's identity verification, bar status checks, sanctions screening, and regulatory compliance infrastructure. The current rates for each tier are published on the Platform's pricing page.

23.2 All Attorney-Side Platform Fees are structured as fixed per-matter or periodic subscription fees. They are not linked to or deducted from your Legal Fees, are not contingent on the outcome of any client matter, and are not deducted from any client payment. They are invoiced separately through Stripe Billing to your own payment method. This structure ensures compliance with Rule 5.4 in all states, as set out in Part N of these Attorney Terms.

23.2A Upon the Client's approval of the Milestone Proposal (or acceptance of a project bid), the Client is directed to a payment page where the Platform collects the full project amount for all milestones upfront and instructs Stripe to hold those funds as Held Funds. Platform Fees are contractually confirmed as owed to the Platform at that point and are deemed earned by the Platform. Held Funds are released to the Attorney on a per-milestone basis only when the Client approves the delivered work for that milestone. Platform Fees are payable regardless of: (a) the outcome of the client's matter; (b) any dispute between you and the client; (c) the client's satisfaction with the services; or (d) whether the matter is subsequently terminated. By accepting these Terms, you accept the principle that Platform Fees will be payable. Platform Fees become payable and are automatically deducted once the Client approves the Milestone Proposal. From that point, Platform Fees are deemed earned by the Platform.

23.2B The indemnity obligations in these Terms are subject to the following tiered structure: (a) General indemnities (including indemnities for content, AI Scope Script reliance, template claims, and general professional services) are capped in aggregate at the total Platform Fees actually paid by the Attorney to the Platform in the twelve (12) months immediately preceding the event giving rise to the claim, or ten thousand US dollars (USD $10,000), whichever is greater. (b) The following categories of indemnity remain uncapped and are not subject to the aggregate cap in paragraph (a): (i) fraud, dishonesty, or wilful misconduct by the Attorney; (ii) identity fraud, impersonation, or misrepresentation of qualifications or regulatory status; (iii) deliberate circumvention of the Platform's payment mechanism for the purpose of avoiding Platform Fees; (iv) any claim arising from the Attorney practising in a jurisdiction in which they are not qualified; and (v) any claim where the Attorney's professional liability insurance (or, where the Attorney practises through a law firm, the firm's professional liability insurance) responds to the underlying claim (in which case the indemnity is capped at the applicable policy limit rather than being uncapped). Where the Attorney practises through a law firm, the Attorney and the law firm are jointly and severally liable under the indemnity obligations in these Terms, and the Platform may pursue the indemnity claim against either the individual Attorney or the law firm (or both). (c) The cap in paragraph (a) does not limit the Attorney's liability for regulatory fines or penalties imposed directly on the Attorney by their regulator. (d) Nothing in this clause limits the Platform's right to recover Platform Fees that are contractually due but unpaid.

23.2D The Platform's liability under these Terms is limited exclusively to the functionality, availability, and performance of the Platform's technology services (including the marketplace, matching algorithm, video conferencing infrastructure, AI Scope Script generation, Stripe payment facilitation, and dispute resolution workflow). The Platform is not liable, under any circumstances or under any legal theory (whether in contract, tort, negligence, strict liability, or otherwise), for: (a) the conduct, acts, omissions, negligence, fraud, misconduct, or regulatory non-compliance of any Lawyer, Legal Professional, or Client; (b) the quality, accuracy, completeness, legality, suitability, or outcome of any legal services provided by You or any other Lawyer; (c) any advice given or not given by You; (d) any document or work product prepared by You; (e) the handling, safeguarding, or misappropriation of Client Money by You or any other Lawyer; (f) any failure by You to comply with the Applicable Regulatory Requirements, professional conduct rules, or insurance requirements; or (g) any act or omission of any Client. The Platform's role is that of a technology intermediary. It does not supervise, direct, control, or monitor the delivery of legal services.

23.2C Where a matter terminates before any Substantive Work has been performed on any milestone (that is, the Client approves the Milestone Proposal but the Attorney has not yet commenced work on the first milestone), the Platform will process a refund to the Client from the Held Funds, minus a reasonable administration charge (currently twenty-five per cent (25%) of the Platform Fee, reflecting the Platform's costs of facilitating the introduction, Scoping Call, AI Scope Script generation, and milestone setup). This refund applies only where: (a) the termination occurs before any milestone is marked as in progress; (b) the termination is not caused by the Attorney's breach of these Terms or professional misconduct; and (c) the Attorney notifies the Platform within seven (7) days of the termination. Where Substantive Work has begun on any milestone, funds for completed and approved milestones are released to the Attorney and funds for uncompleted milestones are refunded to the Client, in each case minus applicable Platform Fee

23.2D Held Funds (held by Stripe) are released to the Attorney only upon the Client's approval of the delivered work for the relevant milestone through the Platform. The Client's click of the "approve" button (or equivalent) on the Platform constitutes approval for the purposes of this clause.

23.2E Where the Client does not approve or raise a dispute in respect of a completed milestone within fourteen (14) days of the Attorney marking that milestone as delivered, the Held Funds for that milestone are automatically released to the Attorney. The Platform will notify the Client at least seventy-two (72) hours before the auto-release date.

23.2F Where a dispute is raised in respect of a milestone, the Held Funds for that milestone are frozen and are not released to either party until the dispute is resolved in accordance with the Platform's dispute resolution procedures.

23.2G Where the Attorney fails to deliver a milestone, fails to communicate with the Client or the Platform for a period of fourteen (14) days or more, or otherwise abandons the matter, the Platform may intervene to freeze the matter, notify the Client, and initiate a refund to the Client from Held Funds of all amounts attributable to undelivered milestones, minus the Connection Fee and any AI processing fees already consumed.

23.2H Where the parties mutually agree to cancel the engagement, the Platform will refund to the Client all Held Funds attributable to milestones that have not yet been commenced, minus applicable Platform Fees and administration charges. Funds for milestones already completed and approved are released to the Attorney.

23.2I Where the Client has downloaded, accessed, used, or acted upon deliverables from a completed milestone (including but not limited to legal documents, advice memoranda, or draft agreements), the Client's dispute rights for that milestone are limited to claims relating to the quality, accuracy, or completeness of the deliverables and do not extend to a general refusal to pay for work received. The Platform may use download timestamps, access logs, and other platform data as evidence in determining whether deliverables have been accessed for the purposes of this clause.

23.3 Stripe charges processing fees on client payments (at Stripe's then-current processing rates). These are Stripe's fees as a regulated payment institution and are deducted by Stripe directly from your Connected Account balance. The Platform does not set, control, or benefit from Stripe's processing fees.

24. Attorney Card Hold

24.1 Before a Scoping Call can proceed, you must place a pre-authorization hold on your payment method through the Platform. This hold is a commitment mechanism that the Platform uses to ensure you will proceed with the engagement if the client approves the Milestone Proposal. The hold is released if the engagement does not proceed. If you fail to place the hold, the Scoping Call will not be activated.

25. Tax Obligations

25.1 You are responsible for all taxes arising from your legal services, including: (a) federal and state income tax on your Legal Fees; (b) self-employment tax (if applicable); (c) state and local sales tax on your Legal Fees, to the extent that legal services are taxable in the Delivery State (in most states, legal services are exempt from sales tax, but a small number of states tax certain professional services - you are responsible for determining and collecting any applicable tax); and (d) any other taxes applicable to your legal practice.

25.2 The Platform is responsible for collecting and remitting applicable sales tax on its own Platform Fees (both client-side and attorney-side) in accordance with Part O of these Attorney Terms. The Platform does not collect or remit sales tax on your Legal Fees.

25.3 The Platform will issue you an annual 1099-K (or equivalent tax reporting form) if your payments through the Platform meet the applicable IRS reporting threshold. You are responsible for reporting all income from Platform engagements on your tax returns regardless of whether you receive a 1099-K.

25A. Fee Changes

25A.1 You may update your fee information on your profile at any time. Fee changes apply to new engagements only and do not affect fees already agreed in an existing Milestone Proposal. If you wish to change your fees on an active matter, you must submit a revised Milestone Proposal through the Platform and obtain the client's written approval before the new fees take effect.

26. Auto-Renewal and Cancellation

26.1 Your Attorney subscription automatically renews at the end of each billing period unless you cancel before the renewal date. The Platform complies with the FTC's Negative Option Rule, ROSCA, and applicable state auto-renewal laws. You may cancel at any time through your account settings. Cancellation takes effect at the end of the current billing period. Active client engagements are not affected by cancellation of your subscription.

11A.1 The complaint and disciplinary process applies to all practice models. You must: (a) maintain a procedure for handling Client complaints, regardless of whether you are a solo practitioner, law firm, Of Counsel, contract attorney, or virtual practitioner; (b) inform each Client at the outset of the engagement how to make a complaint, including the contact details for the state bar disciplinary authority of the Delivery State; (c) if you are admitted pro hac vice, inform the Client that complaints may be filed with both the host state and your home state bar; (d) if you are a multi-state practitioner, inform the Client which state's bar has primary disciplinary jurisdiction over the matter; and (e) cooperate with the Platform's complaint process (clause 27).

PART H - QUALITY, COMPLAINTS, AND DISCIPLINE

The complaint and disciplinary process applies to all practice models. You must: (a) maintain a procedure for handling Client complaints, regardless of whether you are a solo practitioner, law firm, Of Counsel, contract attorney, or virtual practitioner; (b) inform each Client at the outset of the engagement how to make a complaint, including the contact details for the state bar disciplinary authority of the Delivery State; (c) if you are admitted pro hac vice, inform the Client that complaints may be filed with both the host state and your home state bar; (d) if you are a multi-state practitioner, inform the Client which state's bar has primary disciplinary jurisdiction over the matter; and (e) cooperate with the Platform's complaint process (clause 27).

27. Quality Standards

27.1 You must provide legal services to a standard of competence and diligence consistent with the Rules of Professional Conduct. The Platform may, but is not obligated to, monitor quality indicators including: (a) client ratings and reviews; (b) dispute rates; (c) response times; (d) Milestone Proposal timeliness; and (e) complaint history. Persistent quality issues may result in reduced visibility in search results, suspension of your listing, or termination of your account.

28. Client Complaints

28.1 If a client files a complaint about your services through the Platform, the Platform will notify you and provide the details of the complaint. You must respond to the complaint through the Platform within ten (10) business days. The Platform's complaints process does not replace or override the state bar disciplinary process. Clients may simultaneously file complaints with the Platform and with the applicable state bar disciplinary authority.

28.2 The Platform may cooperate with state bar disciplinary authorities, law enforcement, FinCEN, OFAC, and other regulatory bodies investigating complaints about your conduct. The Platform may disclose information about your engagements, payments, communications, and audit log records to the extent required by law, court order, or disciplinary authority request.

28A. Refund Obligations

28A.1 Where a dispute is resolved against you or where you have failed to deliver the services described in the Milestone Proposal, you may be required to issue a full or partial refund of Legal Fees to the client. The Platform facilitates refunds through Stripe. If Held Funds have not yet been released, the Platform will return them to the client. If Held Funds have already been released to your Connected Account, you must cooperate with the refund process and return the applicable amount. Stripe does not return its processing fee on refunds.

28A.2 If a chargeback is initiated by a client's card issuer, the Platform will notify you and you must cooperate with Stripe's chargeback dispute process, including providing documentation of the services rendered. Stripe charges a dispute fee (at Stripe's then-current rate) per chargeback, which is borne by the party whose account is affected.

28B. Internal Complaint Handling

28B.1 You must have a procedure for handling client complaints, whether received through the Platform or directly. Your complaint handling procedure must include: (a) acknowledgement of the complaint within two (2) business days; (b) investigation of the complaint, including review of the file and relevant correspondence; (c) a substantive response to the client within ten (10) business days; (d) if the complaint relates to fees, a detailed response addressing each item in dispute; (e) if the complaint relates to the quality of your services, a candid assessment and proposed resolution; (f) if you determine that an error was made, prompt disclosure to the client, correction of the error if possible, and notification to your malpractice insurance carrier; and (g) documentation of the complaint and your response in the client file.

29. Matter Closure

29.1 When a client's matter is concluded, you must complete the Platform's matter closure workflow, including: (a) issuing a closing letter; (b) issuing a final bill reconciled against all milestone payments; (c) returning any client funds held in your trust account; (d) confirming the status of any undertakings or continuing obligations; (e) providing complaint information (including the applicable state bar's disciplinary authority and Client Protection Fund details); (f) confirming that your duty of confidentiality continues after the matter ends; and (g) advising the client on file retention.

29A. Withdrawal and Termination Obligations

29A.1 If you need to withdraw from a Platform engagement, you must comply with Rule 1.16, which distinguishes between mandatory and permissive withdrawal:

29A.2 When withdrawing from a Platform engagement, you must: (a) give the client reasonable notice through the Platform; (b) allow time for the client to engage substitute counsel; (c) surrender papers and property to which the client is entitled (Rule 1.16(d)); (d) refund any advance payment of fee that has not been earned and any unspent Disbursement advances; (e) cooperate with the Platform to facilitate transition to a replacement attorney if the client requests this; (f) complete the Platform's withdrawal workflow; (g) continue to protect the client's interests during the transition (for example, by requesting extensions of deadlines if necessary); and (h) if the matter is before a tribunal, comply with any court rules regarding withdrawal (many courts require a motion to withdraw and will not grant withdrawal if it would prejudice the client).

29B. Attorney Succession and Incapacity

29B.1 If you are a solo practitioner, you should have a succession plan in place for your Platform engagements in case of incapacity, death, or sudden inability to practise. A succession plan should include: (a) designation of a successor attorney (another attorney who agrees to step in temporarily to protect your clients' interests); (b) authorisation for the successor attorney to access your files, trust accounts, and client communications; (c) a written agreement with the successor attorney specifying their obligations; (d) notification to the Platform of your designated successor (the Platform will assist in contacting the successor if you become unreachable); and (e) notification to your malpractice insurance carrier about the succession arrangement. Most state bars have resources or programmes to assist with attorney succession planning, and some states (such as New York) require attorneys to designate a successor on their annual registration.

PART I - DOCUMENTS AND CONFIDENTIALITY

30. Document Workspace

30.1 You must use the Platform's document workspace for sharing documents with clients during engagements. In multi-attorney matters, you must use the Shared Zone for documents to be shared with the client and the Private Zone for your work product, strategy notes, and privileged material. You must not share documents from another Attorney's Private Zone.

31. Attorney-Client Privilege

31.1 Communications between you and your client through the Platform are intended to be protected by attorney-client privilege. You are responsible for: (a) advising clients about the scope and limitations of privilege; (b) ensuring that privilege is not inadvertently waived through sharing with third parties (including through the Platform's document sharing features); (c) asserting privilege on behalf of your client when appropriate; and (d) understanding that the crime-fraud exception applies to communications made in furtherance of a crime or fraud.

32. Document Retention

32.1 You must retain client files in compliance with the retention requirements of the applicable state bar (typically five to seven years from file closure, and longer for matters involving minors, trusts, or real property). The Platform's document workspace is not a substitute for your own file retention obligations. You are responsible for maintaining your own copies of all client files.

PART J - DATA PROTECTION AND PRIVACY

33. Your Data Protection Obligations

33.1 As an independent data controller, you must comply with all applicable data protection laws, including: (a) state comprehensive privacy laws (CCPA/CPRA, CPA, CTDPA, VCDPA, UCPA, and others listed in Part Q of these Attorney Terms); (b) the Illinois Biometric Information Privacy Act (BIPA) if your practice involves biometric data; (c) HIPAA if your practice involves protected health information; (d) COPPA if your practice involves children's personal information; (e) state data breach notification laws; and (f) any other applicable federal or state data protection requirements.

33.2 If you experience a data breach affecting client information obtained through the Platform, you must: (a) notify the affected clients as required by the applicable state data breach notification law; (b) notify the Platform within 72 hours of discovery; and (c) cooperate with the Platform's incident response procedures.

33A. Technology Competence

33A.1 In accordance with ABA Formal Opinion 477R (Securing Communication of Protected Client Information, May 2017) and Comment [8] to Model Rule 1.1, you have a duty to maintain competence in the technology you use to deliver legal services. This includes: (a) understanding how the Platform's technology works, including the document workspace, messaging system, video conferencing, payment processing, and AI Scope Script generation; (b) understanding the security features and limitations of each tool; (c) using reasonable measures to prevent inadvertent or unauthorised disclosure of client information when using technology; and (d) staying current with developments in technology that affect the practice of law.

33A.2 If you use AI tools (including but not limited to large language models, document review tools, legal research tools, or contract analysis tools) in connection with Platform engagements, you must: (a) understand the limitations of the AI tool, including the risk of inaccurate or fabricated outputs; (b) review all AI-generated output before relying on it or delivering it to the client; (c) not submit AI-generated content to any court or tribunal without independent verification of its accuracy, including verification that any cited cases exist and say what the AI claims they say; (d) disclose to the client that AI tools are being used if the use is material to the representation (some jurisdictions and courts now require this disclosure); and (e) not delegate your independent professional judgment to any AI system.

33B. Data Security Requirements

33B.1 You must implement reasonable security measures to protect client information obtained through the Platform from unauthorised access, disclosure, alteration, or destruction. Reasonable measures include: (a) using strong, unique passwords and multi-factor authentication for all accounts that access client information; (b) encrypting client data at rest and in transit (including emails containing sensitive client information); (c) using secure, reputable cloud storage services that comply with applicable data protection standards; (d) maintaining up-to-date antivirus and anti-malware software; (e) applying security patches and software updates promptly; (f) training staff on data security practices and phishing awareness; (g) using secure disposal methods for devices and media containing client information; and (h) having a written information security policy.

33B.2 For attorneys practising in Massachusetts, the Massachusetts data security regulation (201 CMR 17.00) imposes specific technical requirements for the protection of personal information of Massachusetts residents, including mandatory encryption of personal information on portable devices, laptops, and transmitted wirelessly or across public networks. New York's SHIELD Act imposes data security requirements for entities holding private information of New York residents. You must comply with the data security requirements of each state in which your clients reside.

33C. Cybersecurity Incident Response

33C.1 If you experience a cybersecurity incident that affects or may affect client information obtained through the Platform (including a data breach, ransomware attack, phishing compromise, unauthorised access, or lost/stolen device containing client information), you must: (a) take immediate steps to contain the incident (isolate affected systems, change compromised credentials, preserve evidence); (b) assess the scope and nature of the incident, including what client information was affected; (c) notify the Platform within 72 hours of discovery (clause 33.2); (d) notify each affected client as required by the applicable state data breach notification law; (e) notify your malpractice insurance carrier; (f) notify your state bar if required (some state bars require notification of data breaches affecting client information); (g) notify law enforcement if the incident involves criminal activity; and (h) document the incident, your response, and the remediation measures taken.

33D. Client Data Segregation

33D.1 You must maintain reasonable segregation between different clients' information. This includes: (a) storing each client's files separately (whether in physical folders or electronic directories); (b) using the Platform's document workspace Shared Zone and Private Zone correctly to prevent information leakage between matters; (c) ensuring that client information from one matter is not inadvertently disclosed to another client; and (d) in multi-attorney matters, ensuring that the Private Zone is used for work product and strategy that should not be shared with the client or other attorneys on the matter. Commingling different clients' information creates risks of inadvertent disclosure, waiver of privilege, and conflict of interest violations.

33E. Cloud Storage and Remote Access

33E.1 If you store client information in cloud storage services (whether the Platform's document workspace or third-party services such as Dropbox, Google Drive, iCloud, OneDrive, or similar), you must: (a) use services that provide adequate security, including encryption, access controls, and data centre security; (b) understand where the data is physically stored (some states have expressed concern about data stored outside the United States); (c) review the service provider's terms of service to ensure they do not claim ownership of or unrestricted access to your data; (d) use strong access controls (multi-factor authentication, role-based access); (e) maintain local backups of critical client files; and (f) have a plan for retrieving data if the service becomes unavailable or the provider ceases operations.

33F. Minimum Technology Stack by Practice Model

33F.1 The following sets out the minimum technology infrastructure requirements for each practice model on the Platform. 'Required' means the system is essential for compliance with applicable Rules of Professional Conduct and state regulatory requirements. 'Recommended' means it is strongly advisable. 'If own-authorised' applies to Of Counsel attorneys operating under their own bar admission independently of a host firm.

33F.2 Law Firm minimum requirements: (a) case and practice management system - required (must support matter tracking, calendaring, deadline management, and client communication logging); (b) trust account management software (IOLTA-compliant) - required (must comply with the trust account rules of every state in which the firm practises, including reconciliation, record-keeping, and audit trail requirements); (c) AML/KYC verification platform - required; (d) conflict checking system - required (must check all parties, related entities, and adverse parties across the firm's entire client base, including historical matters); (e) document automation and electronic signatures - required (must comply with ESIGN Act and UETA requirements); (f) professional liability insurance (malpractice insurance) - required (must meet or exceed any minimum coverage requirements imposed by the Delivery State and must cover all work performed through the Platform); (g) cyber security infrastructure including multi-factor authentication - required (in accordance with ABA Formal Opinion 477R and the data security requirements of the Delivery State); (h) compliance training platform (CLE and AML) - required; (i) state bar-compliant website - required (must comply with the attorney advertising rules of every state in which the firm is admitted); (j) diversity data collection and reporting - recommended; (k) workplace culture and internal reporting including anti-harassment and anti-discrimination policies - required if employing staff; (l) password vault with emergency access procedures - recommended; (m) external peer review access - required for firms with three or fewer attorneys; (n) practice continuity plan and designated successor - recommended; (o) independent complaints handler - required for firms with three or fewer attorneys; (p) multi-client time tracking and capacity management - required; (q) engagement agreement and scope registry - required; and (r) trust account audit readiness - required.

33F.3 Solo Practitioner minimum requirements: (a) case and practice management system - required (cloud-based recommended for continuity and remote access); (b) trust account management software (IOLTA-compliant) - required; (c) AML/KYC verification platform - required; (d) conflict checking system - required; (e) document automation and electronic signatures - required; (f) professional liability insurance (malpractice insurance) - required; (g) cyber security infrastructure including multi-factor authentication - required; (h) compliance training platform (CLE) - required; (i) state bar-compliant website - required; (j) diversity data collection - recommended; (k) password vault with emergency access procedures - required (critical for solo practitioners because no other attorney in the firm can access client files if the solo practitioner becomes incapacitated - the designated successor must be able to access the password vault); (l) external peer review access - required (the solo practitioner has no internal colleagues to provide supervision or quality assurance); (m) practice continuity plan and designated successor attorney - required (the solo practitioner must designate another attorney who has agreed to assume responsibility for active client matters in the event of death, disability, or sudden incapacity); (n) independent complaints handler - required; (o) multi-client time tracking and capacity management - required; (p) engagement agreement and scope registry - required; (q) virtual office or professional business address - recommended; and (r) trust account audit readiness - required.

33F.4 Of Counsel minimum requirements: (a) case and practice management system - required (cloud-based); (b) trust account management software - if own-authorised (if operating independently rather than under a host firm's trust account); (c) AML/KYC verification platform - required; (d) conflict checking system - required (must coordinate with the host firm's conflict system where applicable); (e) document automation and electronic signatures - required; (f) professional liability insurance (malpractice insurance) - if own-authorised (if the host firm's policy does not cover the Of Counsel attorney's Platform work); (g) cyber security infrastructure including multi-factor authentication - required; (h) compliance training platform (CLE) - required; (i) state bar-compliant website - if own-authorised; (j) diversity data collection - if own-authorised; (k) workplace culture and internal reporting - if employing staff; (l) password vault with emergency access procedures - recommended; (m) external peer review access - if own-authorised; (n) practice continuity plan - if own-authorised; (o) independent complaints handler - if own-authorised; (p) multi-organisation engagement management - required (must maintain clear records of which matters are conducted under the host firm and which independently); (q) multi-client time tracking and capacity management - required; (r) engagement agreement and scope registry - required; and (s) virtual office or professional business address - recommended.

33F.5 Of Counsel attorneys operating under a host firm's engagement (consultant attorney model) should confirm in writing with the host firm which systems the host firm provides and which the Of Counsel attorney must provide independently. The host firm retains regulatory responsibility for the work performed under its engagement, including trust account obligations, conflict checking across the firm's client base, and professional liability coverage. The Of Counsel attorney remains individually responsible for their own CLE compliance, bar admission status, and personal conduct obligations.

PART K - LIABILITY, INDEMNITY, AND INSURANCE

34. Your Liability to Clients

34.1 You are solely liable for: (a) the quality, accuracy, and completeness of all legal services you provide; (b) any malpractice, negligence, or breach of fiduciary duty in connection with your legal services; (c) any violation of the Rules of Professional Conduct; (d) any violation of applicable law in the course of providing legal services; and (e) any loss, damage, or injury suffered by a client as a result of your acts or omissions. The Platform has no liability for your legal services.

35. Comprehensive Services Indemnity

35.1 You acknowledge that the Platform is a technology marketplace and does not provide, supervise, direct, or control the legal services you deliver to clients. You are solely and exclusively responsible for every aspect of every legal service you provide to every client, whether through the Platform or arising from a connection made through the Platform. In consideration of the Platform granting you access to its technology, client base, and marketplace, you agree to the following indemnity.

35.2 You shall indemnify, defend, and hold harmless the Platform and its parent company (Esol Corporation Limited), and their respective directors, officers, employees, agents, affiliates, successors, and assigns (together, the "Platform Indemnified Parties") from and against any and all claims, demands, actions, proceedings, damages, losses, liabilities, judgments, settlements, fines, penalties, costs, and expenses (including reasonable attorneys' fees, expert witness fees, and the costs of investigation and litigation) arising out of, resulting from, or in any way connected with:

(a) Any legal service you provide, or fail to provide, to any client, including any act, omission, error, delay, negligence, recklessness, or wilful misconduct in the delivery of legal services.

(b) Any malpractice, professional negligence, or breach of the standard of care applicable to an attorney in the Delivery State.

(c) Any breach of fiduciary duty owed to any client, including duties of loyalty, confidentiality, communication, and the duty to avoid conflicts of interest.

(d) Any violation of the Rules of Professional Conduct of any state in which you are admitted or in which you deliver legal services.

(e) Any fee dispute between you and any client, including any claim that your fees are unreasonable, were not properly disclosed, or were not agreed in a written engagement letter where required.

(f) Any failure to maintain, or any mishandling of, client trust accounts, IOLTA accounts, or client funds, including any commingling, misappropriation, or failure to render an accounting.

(g) Any breach of these Attorney Terms, including any breach of the warranties in clause 3A (Qualification), the Open and Honest Practice Policy (clause 9B0), or any other representation, warranty, or covenant you have made.

(h) Any inaccuracy, misrepresentation, or misleading statement in your Attorney Profile, advertising, or any communication made through the Platform.

(i) Any failure to maintain malpractice insurance where required by the Delivery State, or any failure to disclose your insurance status where required.

(j) Any disciplinary complaint, investigation, proceeding, sanction, suspension, or disbarment, and any cost the Platform incurs in responding to inquiries from a disciplinary authority concerning your conduct.

(k) Any regulatory investigation, enforcement action, fine, or penalty directed at the Platform that arises from or is connected with your conduct, your legal services, or your use of the Platform.

(l) Any tax liability, including any failure to report income, collect sales tax (where applicable to legal services), or comply with 1099-K reporting obligations.

(m) Any claim by any third party (including opposing parties, co-counsel, courts, government agencies, or other attorneys) arising from your legal services or your use of the Platform.

(n) Any claim arising from your use of contract attorneys, paralegals, or other staff on Platform matters, including any failure to supervise.

(o) The cost of notifying and transitioning affected clients if your account is suspended or terminated for any reason connected with your conduct.

35.3 This indemnity applies regardless of whether the Platform Indemnified Parties were negligent or otherwise at fault, except to the extent a court of competent jurisdiction determines, in a final non-appealable judgment, that the loss was caused solely and directly by the Platform's own gross negligence or wilful misconduct (and not by any act, omission, or conduct of yours). To the extent New York General Obligations Law § 5-322.1 or § 5-321 could be argued to apply, the parties agree and acknowledge that those provisions do not apply to this indemnity because this is not a construction contract or a lease.

35.4 This indemnity is: (a) uncapped - the aggregate liability cap in clause P2 does not limit the amounts you may owe under this indemnity; (b) a primary obligation - you must indemnify the Platform Indemnified Parties without requiring them to first seek recovery from any other source, including your malpractice insurer; (c) not reduced by any insurance proceeds the Platform may receive; (d) enforceable by any Platform Indemnified Party, including the Platform's parent company, as a third-party beneficiary; and (e) governed by the laws of the State of New York without regard to conflict-of-laws principles.

35.5 This indemnity survives the termination or expiry of these Attorney Terms indefinitely and applies regardless of: (a) the reason for termination; (b) whether the claim is brought during or after your use of the Platform; (c) whether the underlying legal services were completed, ongoing, or abandoned; or (d) whether the client's engagement was through the standard Platform workflow, a project bid, a cross-referral, or any other method.

35.6 Indemnification procedure: (a) the Platform will notify you in writing of any claim subject to this indemnity within a reasonable time after becoming aware of it (but failure to give timely notice does not relieve your obligation except to the extent you are materially prejudiced by the delay); (b) you will assume the defence of the claim at your own expense using counsel reasonably acceptable to the Platform; (c) you will not settle any claim without the Platform's prior written consent (not to be unreasonably withheld) if the settlement would impose any obligation on the Platform, admit fault on the Platform's behalf, or result in non-monetary relief affecting the Platform; (d) the Platform may participate in the defence at its own expense with counsel of its choosing; and (e) you will cooperate fully with the Platform in the defence of any claim, including providing documents, information, and access to witnesses.

35A. Specific Indemnity for Qualification Misrepresentation

35A.1 Without limiting the general indemnity in clause 35, you specifically agree to indemnify, defend, and hold harmless the Platform from and against any and all claims, demands, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees and the cost of internal investigation) arising out of or in connection with: (a) any misrepresentation or breach of the warranties in clause 3A.1; (b) your practising law through the Platform while suspended, disbarred, on inactive status, or otherwise not authorised to practice; (c) your listing jurisdictions on your profile in which you are not admitted; (d) your failure to disclose disciplinary history, pending investigations, or restrictions on your licence; (e) any claim by a client, state bar, or third party arising from your lack of qualification; and (f) the cost of notifying and transitioning affected clients.

35A.2 This specific indemnity is uncapped (the aggregate liability cap in clause 36.1 does not apply to claims arising from qualification misrepresentation) and survives termination of these Terms indefinitely.

36. Platform's Limitation of Liability

36.1 The Platform's liability to you is subject to the full liability framework set out in Part P of these Attorney Terms. In particular: (a) the Platform provides its services on an "as is" and "as available" basis (clause P1); (b) the Platform's aggregate liability is capped at the greater of the Attorney-Side Platform Fees you paid in the preceding thirty (30) days or $100 (clause P2); (c) the Platform excludes consequential, incidental, special, exemplary, and punitive damages (clause P3); (d) the jury trial waiver (clause P4), one-year statute of limitations (clause P5), and notice-and-cure provisions (clause P11) apply; and (e) the arbitration (clause 37), class action waiver (clause P6), and dispute resolution provisions apply.

36C. Sales Tax, Use Tax, and Transaction Taxes

36C.1 All Platform Fees stated in these Terms (including the Connection Fee, AI Consultation Fee, Compliance Verification Fee, and Buyer Protection Fee) are stated exclusive of applicable state and local taxes. Applicable taxes will be calculated based on your location and added to the stated fee amounts at the point of checkout. The total amount including taxes will be displayed to you before you confirm payment. Your receipt will separately itemize the base fee amount and the tax amount.

36C.2 The taxability of the Platform's digital services varies by state. As of the date of these Terms: (a) the following states do not impose a general sales tax and no sales tax will be charged on Platform Fees if you are located in these states: Alaska, Delaware, Montana, New Hampshire, and Oregon; (b) many states tax digital services, software-as-a-service (SaaS), and technology platform fees, including but not limited to: Arizona, Connecticut, Hawaii, Iowa, Louisiana, Massachusetts, Mississippi, New Mexico, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington, West Virginia, and the District of Columbia; (c) some states exempt digital services or SaaS from sales tax or tax them at reduced rates, including but not limited to: California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Maine, Michigan, Missouri, Nebraska, Nevada, North Carolina, Virginia, and Wisconsin; and (d) the taxability of digital services is a rapidly evolving area of state tax law, and the Platform monitors changes and updates its tax collection practices accordingly. The Platform does not warrant the accuracy of this summary and you should consult a tax professional for advice on your state's treatment of digital services.

36C.3 Where you are located in a state that imposes sales or use tax on the Platform's services and the Platform has economic nexus or other collection obligations in that state (including under the principles of South Dakota v. Wayfair, Inc., 585 U.S. 162 (2018) and applicable state marketplace facilitator or economic nexus statutes), the Platform will collect and remit the applicable tax on your behalf. Where the Platform does not have a collection obligation in your state, you may be responsible for remitting applicable use tax directly to your state tax authority.

36C.4 Local taxes (county and municipal sales taxes) may apply in addition to state-level taxes. Combined state and local tax rates in the United States range from 0% (in states with no sales tax) to over 11% (in certain jurisdictions in states such as Louisiana, Tennessee, Arkansas, Washington, and Alabama). The Platform uses geolocation data to determine the applicable state and, where feasible, the applicable local tax rate for your transaction.

36C.5 Legal Fees paid to the Attorney through the Platform are generally not subject to sales tax in most states because legal services are exempt from sales tax in the majority of US jurisdictions. However, a small number of states tax certain professional services, and the tax treatment of legal fees varies. The Attorney is responsible for collecting and remitting any sales tax applicable to their legal fees. The Platform does not collect sales tax on behalf of Attorneys on Legal Fee payments (Lines 1 and 2 of the payment architecture described in clause 36B).

36C.6 The Platform will provide you with transaction receipts and, upon request, annual summaries of Platform Fees paid and taxes collected, in a format suitable for your personal or business tax records. The Platform complies with applicable state tax reporting requirements.

36D. Fee Structure, Rule 5.4 Compliance, and State-by-State Regulatory Treatment

36D.1. The Regulatory Principle

36D.1 In the majority of US states, the Rules of Professional Conduct (based on ABA Model Rule 5.4) prohibit attorneys from sharing legal fees with non-lawyers. The purpose of this rule is to protect the attorney's independent professional judgment and to prevent non-lawyers from controlling or directing legal services. The Platform's fee structure is designed to ensure that no payment flowing from a client for legal services is shared with, diverted to, or intercepted by the Platform at any point. The Platform's commercial revenue is derived from separately structured technology service fees, not from a share of legal fees.

36D.2. Why Platform Fees Are Not Fee-Splitting

36D.2.1 Client-side Platform Fees (the Connection Fee, AI Consultation Fee, Compliance Verification Fee, and Buyer Protection Fee) are fees you pay directly to the Platform for the Platform's own technology and marketplace services. They are not legal fees. They are not paid to the Attorney. The Attorney does not receive any portion of any client-side Platform Fee. These fees compensate the Platform for: (a) the matching and scheduling technology; (b) the AI transcription and scope generation infrastructure; (c) the identity verification and compliance screening systems; (d) the milestone escrow facilitation, payment security, and dispute resolution infrastructure; and (e) the ongoing operation and maintenance of the Platform. The Buyer Protection Fee is calculated as a fixed fee per milestone determined by the milestone value band as published on the Platform's pricing page (scaling the fee to the value of the transaction), but this band-based calculation does not change the character of the fee: it is a fee for the Platform's technology services, not a share of the Attorney's legal fees. The Attorney receives 100% of the legal fee you pay, with no deduction by the Platform.

36D.2.2 Attorney-side Platform Fees (the Platform Usage Fee, Technology and AI Fee, Seller Protection Fee, and Compliance and Audit Fee) are fees the Attorney pays directly to the Platform for the Platform's technology services. These fees are structured as fixed per-matter or periodic subscription fees invoiced separately through Stripe Billing. They are not linked to or deducted from legal fees earned by the Attorney and are not deducted from any client payment. They are the Attorney's own business expense for technology services. The current per-matter fee totals for each tier are published on the Platform's pricing page. These amounts do not change based on the value of the client's matter. A low-value matter and a high-value matter incur the same per-matter fee at the same tier. No attorney-side Platform Fee is contingent on, calculated by reference to, or deducted from any legal fee paid by any client.

36D.2.3 The three-line Stripe payment architecture described in clause 36B ensures that these fee categories are financially, technically, and contractually separate. Line 1 (legal fees) and Line 2 (disbursements) flow entirely to the Attorney's Connected Account with no Platform deduction. Line 3 (Platform Fee to the Attorney) is a separate Stripe Billing invoice charged to the Attorney's own payment method. The Platform never uses Stripe's application_fee_amount parameter, which would deduct a Platform share from a client payment at the point of charge. This separation means there is no interception of, deduction from, or sharing of legal fees at any point in the payment flow.

36D.3. Category 1 States: Permissive Fee Structures (Arizona, Utah, District of Columbia)

36D.3.1 In Arizona, the Rules of Professional Conduct have been reformed to permit Alternative Business Structures (ABS) and non-lawyer ownership of law firms (ER 5.4, effective January 2021). Arizona's reformed rules permit fee arrangements between attorneys and non-lawyer entities (including technology platforms) that would not be permitted under the standard version of Rule 5.4. The Platform's fee structure is permitted under Arizona's reformed rules. Arizona-admitted attorneys using the Platform are not required to obtain additional approval for the fee arrangement described in these Terms.

36D.3.2 In Utah, the Regulatory Sandbox administered by the Utah Supreme Court's Office of Legal Services Innovation permits approved entities to provide legal services or operate legal technology platforms under modified rules, including modified fee-sharing arrangements. If the Platform operates within the Utah Sandbox, the fee structure may be subject to the specific conditions of the Platform's sandbox authorization rather than the standard version of Rule 5.4.

36D.3.3 In the District of Columbia, Rule 5.4(b) permits a non-lawyer to have a passive financial interest in a law firm, subject to specific conditions. While the Platform does not hold an ownership interest in any law firm, the D.C. rules are the most permissive in the United States regarding attorney-non-lawyer financial arrangements, and the Platform's fee structure is consistent with the principles underlying D.C. Rule 5.4.

36D.4. Category 2 States: Standard Rule 5.4 Jurisdictions (Majority of States)

36D.4.1 In the forty-four states that follow the standard version of ABA Model Rule 5.4 (prohibiting fee-splitting between attorneys and non-lawyers), the Platform's fee structure is designed to comply as follows: (a) no legal fee paid by a client is shared with, diverted to, or deducted by the Platform - the Attorney receives 100% of the legal fee; (b) client-side Platform Fees are separately structured technology service fees for the Platform's own services, not shares of legal fees; (c) attorney-side Platform Fees are fixed-amount technology service fees invoiced separately, not linked to, deducted from, or calculated as a share of legal fees; (d) the three-line Stripe architecture ensures complete financial separation between client-to-attorney payments and Platform fee collections; and (e) the Platform does not direct, control, or interfere with the Attorney's independent professional judgment. This structure is consistent with the principle that Rule 5.4 does not prohibit an attorney from purchasing technology services from a non-lawyer vendor at arm's length, even where the vendor also provides a marketplace through which the attorney obtains clients. The ABA has recognized that online marketplace models do not necessarily constitute fee-splitting where the platform's fee is for a genuine service and is not a disguised share of legal fees.

36D.4.2 The Buyer Protection Fee is charged to the client by the Platform for the Platform's escrow facilitation, payment security, and dispute resolution services. Although the Buyer Protection Fee is determined by reference to the milestone value band of the milestone amount, it is a fee for the Platform's services, not a share of the Attorney's legal fees. The Attorney does not set, receive, or benefit from the Buyer Protection Fee. Percentage-based technology service fees charged to clients by a platform are not fee-splitting under Rule 5.4 where the attorney does not set, receive, share in, or benefit from the fee.

36D.5. Category 3 States: Strict Enforcement and Heightened Requirements

36D.5.1 California: California's version of Rule 5.4 strictly prohibits fee-splitting with non-lawyers and does not permit ABS. Additionally, California Business and Professions Code section 6155 requires lawyer referral services to be certified by the State Bar or a local bar association. The Platform's position in California is: (a) the Platform is not a lawyer referral service as defined by section 6155 because it does not exercise professional judgment in matching clients with attorneys and does not hold itself out as a referral service; (b) the Platform's client-side fees are technology service fees, not referral fees; (c) the Platform's attorney-side fees are fixed-amount technology service fees, not fee-shares linked to legal fee values; and (d) the complete financial separation of the three-line Stripe architecture means no legal fee is shared with the Platform. If the California State Bar or any California court determines that any aspect of the Platform's fee structure constitutes impermissible fee-splitting or an unregistered referral service in California, the Platform will modify its fee structure in California to the extent necessary to comply. Attorneys admitted in California are responsible for satisfying themselves that their use of the Platform complies with the California Rules of Professional Conduct and the State Bar Act.

36D.5.2 New York: New York's version of Rule 5.4 prohibits fee-splitting with non-lawyers. New York Rule 7.2 governs referral fees and requires that any payment to a non-lawyer for recommending an attorney's services must be for a genuine service and not merely for the referral. The Platform's position in New York is: (a) the Connection Fee is paid by the client, not by or to the attorney, and does not flow to any attorney; (b) attorney-side Platform Fees are for genuine technology services (not for referrals) and are fixed-amount fees, not shares of legal fees; (c) the Buyer Protection Fee is a client-to-Platform fee for the Platform's escrow and security services, not a fee connected to the referral; and (d) the Attorney must disclose the Platform fee arrangement to the client as required by Rule 7.2. If any New York court or the Appellate Division determines that any aspect of the Platform's fee structure is impermissible under New York's rules, the Platform will modify its fee structure in New York.

36D.5.3 Texas: Texas Disciplinary Rule 5.04 prohibits fee-splitting with non-lawyers. Texas Government Code section 81.035 requires lawyer referral services to register with the State Bar of Texas. Texas aggressively prosecutes barratry (unlawful solicitation of legal business). The Platform's position in Texas is: (a) the Platform is not a lawyer referral service requiring registration under section 81.035 because it is a technology marketplace, not a service that exercises judgment in matching clients with attorneys; (b) the Connection Fee is not a referral fee and does not flow to any attorney; (c) attorney-side Platform Fees are fixed-amount technology service fees; (d) the Platform does not solicit clients on behalf of attorneys (barratry) - attorneys list their own profiles and clients select attorneys through the Platform's search functionality; and (e) the Platform's fee structure will be reviewed for compliance with Texas law before the Platform launches in Texas. If the State Bar of Texas or any Texas court determines that the Platform must register as a lawyer referral service, the Platform will comply.

36D.5.4 Florida: The Florida Bar's version of Rule 5.4 prohibits fee-splitting with non-lawyers. The Florida Bar aggressively regulates attorney advertising and referral practices. The Platform's position in Florida follows the same structural analysis as clauses 36D.5.1 through 36D.5.3 above: the Platform's fees are for genuine technology services, no legal fees are shared, and the three-line Stripe architecture ensures complete separation. Additionally, for personal injury matters in Florida, the Platform may waive or modify the Connection Fee and Buyer Protection Fee to the extent that charging such fees could be characterised as an impermissible referral fee connected to personal injury representation under Florida law.

36D.5.5 New Jersey: The New Jersey Rules of Professional Conduct strictly prohibit fee-splitting under Rule 5.4. Lawyer referral services are subject to RPC 7.3 and may require court approval. The New Jersey Consumer Fraud Act provides strong consumer remedies (treble damages). The Platform's position in New Jersey follows the same structural analysis as the other Category 3 states: technology service fees, no legal fee sharing, and complete financial separation.

36D.5.6 Massachusetts: Massachusetts strictly enforces Rule 5.4 and Chapter 93A provides treble damages for unfair or deceptive practices. The Platform's position in Massachusetts follows the same structural analysis as the other Category 3 states.

36D.6. Regulatory Change and Modification

36D.6.1 If any state bar association, state supreme court, disciplinary authority, state attorney general, or court of competent jurisdiction in any state determines that any aspect of the Platform's fee structure violates the Rules of Professional Conduct, state consumer protection law, or any other applicable law in that state, the Platform will: (a) promptly modify its fee structure in that state to the extent necessary to comply with the determination; (b) notify affected clients and attorneys of the modification; and (c) continue to operate in that state under the modified fee structure. The Platform reserves the right to suspend operations in any state where compliance cannot reasonably be achieved.

36D.6.2 The Platform monitors developments in state regulation of legal technology platforms, lawyer referral services, ABS models, and fee-splitting rules across all fifty states and the District of Columbia. The regulatory landscape for legal technology is evolving. Several states are considering reforms to Rule 5.4 and related rules that may expand the range of permissible fee arrangements between attorneys and technology platforms. The Platform will update its fee structure and these Terms as the regulatory environment evolves.

36D.6.3 Each Attorney using the Platform is independently responsible for satisfying themselves that their participation in the Platform, including the fee arrangements described in these Terms, complies with the Rules of Professional Conduct of each state in which they are admitted. The Platform provides this fee structure analysis to assist Attorneys and Clients in understanding the Platform's compliance approach, but this analysis does not constitute legal advice and the Platform does not warrant that its fee structure will be found compliant in every state under all circumstances.

36D.7 If any state bar association, state supreme court, or disciplinary authority in any state determines that the Platform's fixed-price service fee structure constitutes impermissible fee-sharing with a non-lawyer under that state's version of Rule 5.4, the Platform will immediately: (a) modify the fee structure for attorneys admitted in that state to a flat per-matter fee that is unconnected to any complexity tier or matter value; (b) notify all affected attorneys within five (5) Business Days; (c) ensure no attorney is penalised for the Platform's prior fee structure; and (d) cooperate with the relevant bar authority. This safe harbour does not constitute an admission that the current fee structure is non-compliant in any jurisdiction.

36B.1 On termination or withdrawal from a Client matter obtained through the Platform (whether under Rule 1.16(a) mandatory withdrawal or Rule 1.16(b) permissive withdrawal), the following type-specific obligations apply in addition to the general withdrawal obligations: (a) Solo practitioners: you must have a succession plan and, if you become incapacitated, the Platform will assist in identifying substitute counsel; (b) Law Firms: another attorney within the firm may continue the matter with Client consent; (c) Of Counsel: if your Of Counsel relationship with the firm ends, you must inform the Client and the Platform immediately; (d) Contract attorneys: the supervising attorney remains responsible; (e) Pro hac vice: if your PHV admission is revoked, you must withdraw from the court and ensure local counsel continues; (f) All types: you must return unearned fees, return the Client file, and protect the Client's interests upon withdrawal (Rule 1.16(d)).

PART L - GENERAL PROVISIONS

71I.1 If Your account or a Attorney's account is suspended or terminated while active orders exist: (a) active orders continue for a reasonable wind-down period; (b) Held Funds (held by Stripe) for completed milestones are released; (c) Held Funds (held by Stripe) for incomplete milestones are refunded; (d) the Platform may, with Your consent, assign Your matter to another Attorney; and (e) pending items expire after fourteen (14) days.

71J.1 The Platform maintains a permanent, non-deletable audit log of all significant actions on the Platform. Entries cannot be edited or deleted by any person, including administrators. This constitutes a lawful restriction on the right to erasure under applicable US federal and state data protection laws (including, where applicable, state consumer privacy statutes).

71G.1 The Platform tracks the version of these Terms and will prompt You to re-accept when a new version is published. Re-acceptance is required before continued use. The Platform will provide reasonable notice of material changes.

71H.1 The Platform may enable, disable, or modify features for operational, compliance, security, or technical reasons at any time. Where a material change affects a paid subscription feature, the Platform will provide reasonable notice.

71H.2 Certain Platform features are subject to limits that vary by subscription tier. Current limits are on the Platform's pricing page. The Platform may modify limits with reasonable notice.

37. Governing Law and Arbitration

37.1 These Attorney Terms are governed by the laws of the State of New York, without regard to its conflict-of-laws principles. Where legal services are delivered in a state other than New York, the mandatory provisions of that state's professional conduct rules prevail over New York law to the extent of any conflict.

37.2 Any dispute between you and the Platform arising out of or in connection with these Terms shall be resolved by binding arbitration administered by JAMS pursuant to the Federal Arbitration Act (9 U.S.C. § 1 et seq.) and the JAMS Streamlined Arbitration Rules and Procedures. The arbitration shall be conducted in New York, New York. You waive any right to a jury trial and any right to participate in a class, collective, or representative action. The detailed arbitration provisions are set out in Part P of these Attorney Terms, including: no class arbitration (clause P6), confidentiality of arbitration (clause P7), limitation on arbitrator authority (clause P8), and IP injunctive relief carve-out (clause P9).

37.3 Opt-out: you may opt out of the arbitration provision by sending written notice to the Platform within thirty (30) days of accepting these Attorney Terms. The notice must include your name, bar admission number, and a clear statement that you wish to opt out of arbitration. If you opt out, disputes will be resolved exclusively in the federal or state courts located in New York County, New York. Opting out does not affect any other provision of these Terms.

37.4 Small claims exception: notwithstanding the arbitration provision, either party may bring an individual action in small claims court for disputes within the jurisdictional limits of that court, provided the action is not brought as or converted to a class, collective, or representative action.

37A. Governing Law: Clarity on Multi-State Practice

37A.1 To avoid any doubt:

38. Term and Termination

38.1 These Terms apply from the point you accept a Scoping Call from a Client through the Platform and continue until terminated.

38.2 You may close your account at any time, subject to completing all active client engagements (including matter closure), settling all outstanding Platform Fees, and fulfilling any ongoing obligations to clients.

38.3 The Platform may suspend or terminate your account immediately if: (a) you are suspended, disbarred, or placed on inactive status; (b) you breach these Terms; (c) you receive persistent quality complaints; (d) you fail to respond to client engagements; (e) you fail to pay Attorney-Side Platform Fees; (f) you engage in conduct that prejudices clients or the Platform's reputation; or (g) the Platform determines that continued listing would be inconsistent with the Platform's obligations to clients or the public interest.

38.4 Upon termination: (a) you must complete all active client engagements or arrange for orderly transfer to another attorney; (b) your duty of confidentiality to clients continues indefinitely; (c) your indemnity obligations survive; (d) the Platform retains the audit log for seven years; and (e) the arbitration, governing law, and liability provisions survive.

38.5 On termination or withdrawal from a Client matter obtained through the Platform (whether under Rule 1.16(a) mandatory withdrawal or Rule 1.16(b) permissive withdrawal), the following type-specific obligations apply in addition to the general withdrawal obligations: (a) Solo practitioners: you must have a succession plan (clause 9B.1(a)) and, if you become incapacitated, the Platform will assist in identifying substitute counsel for affected Clients; (b) Law Firms: another attorney within the firm may continue the matter with Client consent; you must notify the Platform of any change in the responsible attorney; (c) Of Counsel: if your Of Counsel relationship with the firm ends, you must inform the Client and the Platform immediately and either complete the matter under your existing regulatory framework or transfer it with the Client's informed consent; (d) Contract attorneys: the supervising attorney remains responsible for the matter and for arranging continued representation; (e) Pro hac vice: if your PHV admission is revoked or the matter concludes, you must withdraw from the court and ensure local counsel continues the matter; (f) All types: you must return unearned fees, return the Client file, and protect the Client's interests upon withdrawal (Rule 1.16(d)).

38A. Deactivation vs Termination

38A.1 Deactivation (temporary): you may deactivate your listing at any time through your account settings. Deactivation hides your profile from search results and prevents new client bookings, but preserves your account, reviews, engagement history, and audit log. Active engagements continue during deactivation. You may reactivate at any time.

38A.2 Suspension (Platform-initiated temporary): the Platform may suspend your listing if it identifies a compliance issue, quality concern, or potential breach. During suspension, you must cooperate with the Platform's investigation. If the issue is resolved, your listing is reinstated. If not, suspension may be converted to termination.

38A.3 Termination (permanent): termination permanently removes your listing and closes your account. Termination may be initiated by you (clause 38.2) or by the Platform (clause 38.3). After termination: (a) you must complete active engagements or arrange orderly transfer to a successor attorney with the client's consent; (b) the Platform retains audit log records for seven years; (c) client data in your possession remains subject to your duty of confidentiality under Rule 1.6 and your retention obligations under the applicable state bar rules; and (d) the Platform will delete your profile data within thirty (30) days, except for data required for audit, compliance, or legal purposes.

38A.4 Reinstatement after Platform-initiated termination is at the Platform's sole discretion. If your termination resulted from disbarment or suspension by a state bar, reinstatement on the Platform requires evidence of reinstatement to the bar and a review by the Platform.

38B. Transition Assistance

38B.1 Upon termination or withdrawal from the Platform, you must take steps reasonably practicable to protect your clients' interests, as required by Rule 1.16(d). This includes: (a) giving reasonable notice to each active client; (b) allowing time for the client to engage another attorney (through the Platform or otherwise); (c) surrendering papers and property to which the client is entitled; (d) refunding any unearned fees or unused retainer amounts; and (e) cooperating with the Platform to facilitate an orderly transition. The Platform may assist in matching the client with a replacement attorney through the Platform if the client requests this.

41A. Force Majeure

41A.1 Neither party shall be liable for any failure or delay in performing its obligations under these Terms (other than payment obligations) to the extent that the failure or delay is caused by events beyond the reasonable control of the affected party, including natural disasters, pandemics, epidemics, government actions, war, terrorism, civil unrest, labour disputes, power failures, internet or telecommunications failures, or cyberattacks. The affected party must notify the other party promptly and use reasonable efforts to mitigate the impact.

41B. These Terms Do Not Constitute Legal Advice

41B.1 These Attorney Terms, including all Parts, clauses, and state-specific provisions, are commercial contractual terms governing the relationship between you and the Platform. They do not constitute legal advice, regulatory advice, ethics advice, tax advice, financial advice, or professional advice of any kind. The Platform is not a law firm, is not licensed to practice law in any jurisdiction, and is not competent to provide legal advice. Nothing in these Attorney Terms should be construed as legal advice or as a recommendation to take or refrain from taking any particular course of action.

41B.2 These Attorney Terms contain references to the Rules of Professional Conduct of various states, ABA Model Rules, federal and state statutes, trust account requirements, disciplinary procedures, and other legal and regulatory concepts. These references are included for the purpose of defining the parties' contractual obligations and do not constitute the Platform's interpretation, application, or advice on the meaning, effect, or application of those rules or statutes to your specific circumstances, practice model, state of admission, or client matters.

41B.3 You are a licensed attorney and are solely responsible for understanding the legal, ethical, regulatory, and professional implications of these Attorney Terms as they apply to your own practice, bar admissions, firm structure, client base, and specific circumstances. If you are in any doubt about (a) the meaning or effect of any provision of these Attorney Terms, (b) the ethical implications of practising through the Platform under the Rules of Professional Conduct of any state in which you are admitted, (c) whether the Platform's fee structure complies with the fee-splitting and referral fee rules of your state(s) of admission, (d) the tax treatment of Platform Fees or any other aspect of your participation in the Platform, or (e) any other matter arising from or connected with these Attorney Terms, you must obtain independent legal advice from a qualified professional who understands your specific situation before accepting these Attorney Terms or continuing to use the Platform.

41B.4 The Platform accepts no liability for any loss, damage, regulatory action, bar disciplinary proceeding, fine, penalty, malpractice claim, or other consequence arising from your failure to obtain independent legal advice on the meaning, effect, or application of these Attorney Terms to your specific circumstances.

41. Miscellaneous

41.1 The following miscellaneous provisions apply: (a) if any provision is unenforceable, it shall be modified to the minimum extent necessary and the remaining provisions continue in effect (severability); (b) failure to enforce any provision does not constitute a waiver; (c) you may not assign these Terms without the Platform's consent; the Platform may assign freely to any successor or affiliate; (d) no person other than the parties has rights under these Terms; (e) these Terms constitute the entire agreement; (f) electronic acceptance (clicking 201cI Agree201d or using the Platform) constitutes binding acceptance under the E-SIGN Act and UETA; (g) no oral modification; and (h) you must comply with applicable US export control laws (EAR, ITAR) and OFAC sanctions.

PART M - STATE-SPECIFIC PROVISIONS

42.1 The state-by-state regulatory provisions are set out in clauses 85 through 135 of these Attorney Terms. Where you deliver legal services in a particular state, the regulatory framework identified in the corresponding state clause governs your professional obligations, including your trust account rules, malpractice insurance requirements, fee rules, recording consent law, UPL statute, advertising rules, and disciplinary authority.

42.2 In addition to the state-specific provisions in clauses 852013135, you must comply with the following attorney-specific requirements for each state in which you practice: (a) CLE requirements; (b) annual bar registration and dues; (c) trust account certification and audit requirements; (d) IOLTA compliance reporting; (e) mandatory malpractice insurance (Oregon) or insurance disclosure (states listed in clause 11.2); (f) attorney advertising filing requirements (New York, and any other state that requires filing); and (g) any other state-specific attorney obligation identified in the applicable state clause.

43. Contact

43.1 eSolicitors US (a division of Esol Corporation Limited, UK Company Number 16927988). Website: www.esolicitors.com/us. For Attorney support, contact the Platform at the details published on the Platform's website.

PART N - FEE STRUCTURE COMPLIANCE AND RULE 5.4 ANALYSIS

The following provisions explain how the Platform's fee structure is designed to comply with each state's rules on fee-splitting between attorneys and non-lawyers. These provisions apply to you because your participation in the Platform involves a fee arrangement with a non-lawyer entity.

This clause explains how the Platform's fee structure is designed to comply with the ethical rules of each state governing fee-splitting between attorneys and non-lawyers, referral fee restrictions, and lawyer referral service regulations. Because these rules vary significantly by state, this clause addresses the three regulatory categories separately.

PART O - SALES TAX, USE TAX, AND TRANSACTION TAXES

The following provisions set out the sales tax treatment of Platform Fees and Legal Fees across all states. You are responsible for taxes on your Legal Fees; the Platform is responsible for taxes on Platform Fees.

PART P - FULL LIABILITY FRAMEWORK

The following liability provisions apply to the relationship between you and the Platform. They supplement the sole liability and indemnity provisions in Part K of these Attorney Terms.

P1. Platform Disclaimers

P1.1 The Platform provides its services on an "as is" and "as available" basis. To the maximum extent permitted by applicable law, the Platform disclaims all warranties, whether express, implied, or statutory, including the implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

P1.2 The Platform is a technology marketplace only. The Platform is not liable, and accepts no liability whatsoever, for: (a) your acts, omissions, advice, errors, negligence, misconduct, or malpractice; (b) the quality, accuracy, completeness, suitability, timeliness, or outcome of any legal services you provide; (c) any Legal Fees you charge or any dispute about those fees; (d) any loss suffered by any client arising from the attorney-client relationship; (e) any breach by you of the Rules of Professional Conduct, fiduciary duties, or any other professional obligation; (f) any failure by you to maintain insurance, trust accounts, or bar registration; (g) any disciplinary action taken against you; or (h) any document, advice, or work product you prepare or deliver through the Platform. You are solely liable for your legal services and professional conduct. The Platform's role is limited to providing the technology infrastructure.

P2. Aggregate Liability Cap

P2.1 The Platform's liability to you is limited exclusively to direct losses arising from a failure of the Platform's own technology services (the matching service, payment processing infrastructure, video consultation technology, AI scope report generation, document workspace, and account management). The Platform's maximum total cumulative liability to you for all claims of any kind shall not exceed the total Attorney-Side Platform Fees (Platform Usage Fee, Technology and AI Fee, Seller Protection Fee, and Compliance and Audit Fee) actually paid by you to the Platform in the thirty (30) days immediately preceding the event giving rise to the claim. Client payments (Legal Fees and Disbursements) that pass through the Platform to you are not Platform Fees and are excluded from this calculation. If you have not paid any Attorney-Side Platform Fees in the preceding thirty (30) days, the Platform's maximum liability is one hundred dollars ($100.00).

P3. Exclusion of Consequential Damages

P3.1 To the maximum extent permitted by applicable law, the Platform shall not be liable to you for any indirect, incidental, consequential, special, exemplary, or punitive damages of any kind (including damages for lost profits, lost revenue, lost clients, loss of business opportunity, loss of data or goodwill, service interruption, or the cost of substitute services) arising out of or in connection with these Terms, regardless of the legal theory and regardless of whether the Platform was advised of the possibility of such damages.

P4. Jury Trial Waiver

P4.1 To the maximum extent permitted by applicable law, you and the Platform each irrevocably waive the right to a trial by jury in any action arising out of or in connection with these Attorney Terms. If this waiver is unenforceable, the arbitration provision in clause 37 applies in lieu of jury trial.

P5. Statute of Limitations

P5.1 Any claim arising out of or in connection with these Attorney Terms must be filed within one (1) year after the claim arose, regardless of any statute of limitations to the contrary. If not filed within this period, it is permanently barred.

P6. No Class Arbitration

P6.1 Arbitration under clause 37 is on an individual basis only. The arbitrator may not consolidate claims, preside over class or representative proceedings, or award relief to non-parties. If this waiver is unenforceable, class actions must be brought in the courts of New York County, New York.

P7. Confidentiality of Arbitration

P7.1 Any arbitration proceeding shall be confidential. Neither party shall disclose the existence, content, or results of the arbitration except as required by law, to professional advisers bound by confidentiality, to enforce the award, or in connection with enforceability challenges.

P8. Limitation on Arbitrator Authority

P8.1 The arbitrator shall have no authority to: (a) award punitive, exemplary, or treble damages against the Platform, except where required by a non-waivable statute; (b) award relief affecting non-parties; (c) make rulings inconsistent with these Terms; or (d) award relief a New York court could not award.

P9. IP and Injunctive Relief

P9.1 Either party may seek injunctive or equitable relief in court to prevent infringement, misappropriation, or violation of intellectual property rights, trade secrets, or confidential information, without being subject to the mandatory arbitration provisions.

P10. Survival

P10.1 The following provisions survive termination: definitions, Platform status, your professional obligations, confidentiality, privilege, data protection, liability and indemnity, arbitration, governing law, and any provision intended by its nature to survive.

P11. Notice and Cure

P11.1 Before filing any claim against the Platform (except IP claims or injunctive relief), you must provide written notice describing the claim (a "Notice of Claim") to the Platform. The Platform has sixty (60) days to investigate and attempt resolution. You may not file any claim until the cure period expires.

P12. Prevailing Party

P12.1 In any proceeding arising out of these Terms in which the Platform is the prevailing party, you shall pay the Platform's reasonable attorneys' fees, costs, and expenses, to the maximum extent permitted by applicable law.

P13. Release

P13.1 You release the Platform from claims arising out of: (a) your clients' acts or omissions; (b) any dispute between you and a client; (c) any disciplinary proceeding; (d) any malpractice claim; and (e) any third-party claim arising from your legal services. If you are a California resident, you waive the protections of California Civil Code section 1542.

PART Q - DATA PROTECTION AND PRIVACY (DETAILED)

The following provisions supplement Part J of these Attorney Terms and set out the detailed data protection framework that applies to your practice through the Platform.

Q1. State Privacy Laws Applicable to Your Practice

Q1.1 As an independent data controller, you must comply with the privacy laws of each state in which you deliver services. The following comprehensive state privacy laws may apply: California Consumer Privacy Act / California Privacy Rights Act (CCPA/CPRA, Cal. Civ. Code § 1798.100 et seq.); Colorado Privacy Act (CPA, C.R.S. § 6-1-1301 et seq.); Connecticut Data Privacy Act (CTDPA, Conn. Gen. Stat. § 42-515 et seq.); Virginia Consumer Data Protection Act (VCDPA, Va. Code § 59.1-575 et seq.); Utah Consumer Privacy Act (UCPA, Utah Code § 13-61-101 et seq.); Iowa Consumer Data Protection Act (ICDPA); Tennessee Information Protection Act (TIPA); Oregon Consumer Privacy Act (OCPA); Texas Data Privacy and Security Act (TDPSA); Delaware Personal Data Privacy Act (DPDPA); New Jersey Data Privacy Act (NJDPA); Nebraska Data Privacy Act (NDPA); Maryland Online Data Privacy Act (MODPA); Minnesota Consumer Data Privacy Act (MCDPA); New Hampshire Privacy Act; Indiana Consumer Data Protection Act; and Montana Consumer Data Privacy Act.

Q1.2 In addition to comprehensive privacy laws, the following sector-specific laws may apply to your practice: Illinois Biometric Information Privacy Act (BIPA, 740 ILCS 14; private right of action, statutory damages $1,000/$5,000 per violation) if your practice involves biometric data; Texas Capture or Use of Biometric Identifier Act (CUBI, Tex. Bus. & Com. Code § 503.001); Washington biometric provisions (RCW § 19.375); HIPAA if your practice involves protected health information; COPPA if your practice involves children's personal information; Gramm-Leach-Bliley Act if your practice involves financial information; and all state data breach notification laws.

Q1.3 You must not sell client personal information. You must honour opt-out requests from clients in states that provide opt-out rights for targeted advertising or data sales.

Q2. CAN-SPAM, TCPA, and Marketing

Q2.1 If you use the Platform's messaging features to communicate with clients, you must comply with the CAN-SPAM Act (15 U.S.C. § 7701 et seq.) for email and the Telephone Consumer Protection Act (TCPA, 47 U.S.C. § 227) for SMS and telephone communications. You must not send unsolicited marketing communications to clients or prospective clients through the Platform.

Q3. Cookies and Tracking

Q3.1 The Platform uses cookies and similar technologies as described in the Platform's Cookie Policy. You do not control the Platform's cookies. If you operate your own website that links to your Platform profile, you are responsible for your own cookie compliance.

65A.1 The Platform uses the following categories of third-party data processor: (a) database and authentication; (b) payment processing; (c) video infrastructure (call data deleted within twenty-four hours); (d) speech-to-text transcription (raw audio not retained); (e) AI processing (inputs not used for model training); (f) transactional email; (g) automation; (h) fact verification (verifiable claims only, no personal data transmitted); and (i) semantic search and embedding. Each operates under a binding data processing agreement. A list of processors is available on request.

65B.1 The Platform uses cookies and third-party scripts in four categories: (a) essential (always active); (b) functional (can be disabled); (c) analytics (can be disabled); and (d) marketing (can be disabled).

65B.2 No non-essential cookies are loaded until You have explicitly consented. You may manage preferences at any time via the cookie settings in the Platform's footer.

65C.1 The Platform retains personal data for the following periods: (a) consultation transcripts and AI Scope Scripts: thirty (30) days (automatically deleted); (b) messages: retained indefinitely (legal audit and dispute evidence); (c) financial records: seven (7) years; (d) identity verification documents: until expiry plus ninety (90) days; (e) analytics events: ninety (90) days (configurable); (f) scope reports: retained indefinitely (part of the order record); (g) compliance flags: retained indefinitely; (h) consent records: retained for the duration of the Platform's operation; (i) audit log entries: retained permanently and cannot be deleted (applicable US federal and state data protection laws); (j) account data: retained until deletion requested, subject to legal obligations; (k) Plan My Case session data (including action plans, detected practice areas, and feedback): ninety (90) days for anonymous sessions (automatically deleted), retained indefinitely for registered users; and (l) documents uploaded to Plan My Case: ninety (90) days (automatically deleted), accessible only via time-limited signed URLs.(j) account data: retained until deletion requested, subject to legal obligations; (k) Plan My Case session data (including action plans, detected practice areas, extracted document text, AI-generated document summaries, and feedback): ninety (90) days for anonymous sessions (automatically deleted), retained indefinitely for registered users (including extracted document content and AI-generated document summaries, which are retained as part of the session record beyond the ninety (90) day file deletion period); and (l) documents uploaded to Plan My Case: ninety (90) days (automatically deleted), accessible only via time-limited signed URLs. You may delete Your account or individual Plan My Case plans at any time via the self-service deletion options in Your account settings or portal. Upon deletion, all associated Plan My Case session records (including plans, extracted text, summaries, and question-and-answer data), all uploaded files still in storage, and all recommendation records linked to Your sessions are permanently removed.

65C.2 Where the Platform is required by law to retain personal data beyond the periods stated above, the Platform will retain the minimum data necessary for the minimum period required.

PART R - MULTI-STATE PRACTICE AND CROSS-REFERRALS

The following provisions govern your practice across multiple states through the Platform and your obligations when referring clients to other attorneys.:

(a) For conduct in connection with a matter pending before a tribunal (such as a court, arbitration panel, or administrative agency): the rules of the jurisdiction in which the tribunal sits apply. If you is litigating a case in a Texas court, Texas rules govern your conduct in that proceeding, regardless of where you or you are physically located.

(b) For all other conduct (including transactional, advisory, and non-litigation work): the rules of the jurisdiction in which the conduct has its predominant effect apply. If you are drafting a contract that will be performed primarily in California, California's rules govern, even if you are sitting in New York.

(c) Safe harbor: if your conduct conforms to the rules of any jurisdiction in which the Attorney reasonably believes the predominant effect will occur, the Attorney generally will not be subject to discipline even if another jurisdiction's rules would have applied.

Scenario 1: Client in Texas, Attorney licensed in Texas, matter in Texas. This is straightforward - Texas rules apply to all aspects. The Delivery State is Texas. Clause 128 (Texas) applies.

Scenario 2: Client in Texas, Attorney licensed in DC and Virginia, matter in DC. The Delivery State is DC. DC rules apply to the Attorney's professional conduct. The Attorney must be admitted in DC (or admitted pro hac vice, though DC federal courts and DC Superior Court have their own admission requirements). Texas consumer protection law may apply to you as a Texas resident for consumer protection purposes (clause 81.1), but DC rules govern the Attorney's ethical obligations. Clause 135 (District of Columbia) applies for the Attorney's regulatory framework.

Scenario 3: Client in Texas, Attorney licensed in New York, matter involves Texas real property. The Delivery State is Texas (because the transaction's predominant effect is in Texas). The Attorney must either be admitted in Texas, obtain pro hac vice admission in Texas (if litigation is involved), or rely on the multi-jurisdictional practice provisions of ABA Model Rule 5.5(c) as adopted in Texas for temporary transactional practice. Texas rules govern the Attorney's conduct. If the Attorney is not admitted in Texas, the Platform will inform you and suggest you engage a Texas-admitted attorney or confirm that you are taking appropriate steps for admission.

Scenario 4: Client in California, Attorney licensed in California and New York, advisory matter not specific to any state. Where the matter is general advice not tied to a specific jurisdiction, the Delivery State is typically the state where you (the client) are located - California. California rules apply. California's strict recording consent requirements apply to the Scoping Call. Clause 89 (California) applies.

Scenario 5: Client in Florida, matter involves federal law (immigration, bankruptcy, patent). For federal matters, the Delivery State is the state where the federal tribunal sits or, for non-litigation federal matters, where the client is located. Your Attorney must be admitted to the relevant federal court or agency (see clause 12F). For immigration, the DOJ accreditation requirements apply regardless of state. For patent prosecution, USPTO patent bar admission is required.:

(a) Refer you to a second Attorney through the Platform. The Platform facilitates this by allowing your primary Attorney to recommend a specific Attorney or by enabling you to search for a specialist through the Platform's matching service. A referral to a second Attorney creates a new, separate client-attorney engagement with the second Attorney. You are not obligated to accept any referral. The second Attorney will have their own engagement terms, fee structure, and Milestone Proposal. Your primary Attorney's engagement continues unless terminated.

(b) Engage co-counsel. Where your matter requires an Attorney licensed in another state (for example, a multi-state litigation or a transaction with nexus in multiple states), your primary Attorney may associate co-counsel. Co-counsel is a separate Attorney who works alongside your primary Attorney on the same matter. Both Attorneys owe you independent professional duties. The Platform's document workspace supports multi-attorney matters with Shared Zone and Private Zone access.

(c) Refer you to an Attorney outside the Platform. Your primary Attorney may recommend that you engage an Attorney who is not listed on the Platform (for example, a highly specialised practitioner). If so, the engagement with the external Attorney is entirely outside these Terms, and the Platform has no involvement in, responsibility for, or visibility into that engagement.:

(a) Most states follow the ABA Model Rule 1.5(e) framework described above.

(b) California requires written disclosure of the fee division and the client's written consent (Cal. Rules of Prof. Conduct, Rule 1.5.1).

(c) New York permits fee division only if: (i) the division is in proportion to work performed or each attorney accepts joint responsibility; (ii) the client is advised of and does not object to the fee arrangement; and (iii) the total fee is not increased by the division (NY RPC Rule 1.5(g)).

(d) Texas requires that: (i) the division is in proportion to the services performed or each attorney assumes joint responsibility; (ii) the client consents in writing; and (iii) the total fee is reasonable (Tex. Disciplinary Rule 1.04(f)).

(e) Some states prohibit fee division entirely unless the attorneys are in the same firm or the referring attorney performs substantial work on the matter.

14K.1 If you maintain a virtual or remote practice without a physical office in a particular state, you must comply with the trust account and IOLTA rules of every state in which you hold client funds. State requirements vary significantly: (a) some states require trust accounts to be held at banks within the state (for example, New Jersey Rule 1.21 requires attorney trust accounts at New Jersey financial institutions); (b) some states require physical office presence to maintain trust accounts; (c) IOLTA reporting requirements differ by state; (d) if you hold funds for clients in multiple states, you may need separate trust accounts in each state. You must determine which state's trust account rules apply to each client matter and comply accordingly. If you are uncertain, you must seek guidance from the relevant state bar before accepting client funds.

14L.1 Certain states (including but not limited to New Jersey, Virginia, and Pennsylvania) require attorneys practising in the state to maintain a "bona fide office" within the state. A bona fide office is typically defined as a physical location where the attorney or a responsible person acting on the attorney's behalf can be reached in person and by telephone during normal business hours, where client files and records are maintained, and where mail can be received and promptly processed. You must: (a) determine whether each state in which you are admitted and in which you accept matters through the Platform requires a bona fide office; (b) maintain a bona fide office in each state that requires one, or ensure you qualify for an exemption (some states have relaxed this requirement for attorneys whose practice is primarily virtual); (c) disclose your office location(s) on your Platform profile; and (d) not accept matters from clients in a state where you do not meet the bona fide office requirement unless you qualify for temporary practice under that state's version of Rule 5.5. This obligation is especially important for virtual and remote practitioners and for multi-state practitioners.

PART S - PRACTICE-SPECIFIC REQUIREMENTS

The following provisions address licensing and regulatory requirements specific to certain practice areas. If you practice in any of these areas through the Platform, you must comply with the applicable requirements.

12H.1 If you offer collaborative law services through the Platform, you must comply with the Uniform Collaborative Law Act (UCLA) or equivalent state statute where applicable, and with the following requirements: (a) before beginning a collaborative matter, you must enter into a written collaborative law participation agreement with the Client and all other parties, which must include a provision requiring you to withdraw if the collaborative process terminates without agreement; (b) you must disclose to the Client in writing before the engagement that if the collaborative process fails and the matter proceeds to litigation, you are required to withdraw and the Client will need to retain new counsel for litigation; (c) this mandatory withdrawal requirement must be prominently disclosed in the Client Care Letter and on the Platform's matter record; (d) the Platform's milestone payment system will accommodate collaborative law fee structures, but you remain responsible for ensuring your fee arrangement complies with the applicable state's collaborative law rules; and (e) you must disclose any dual practice restrictions (some states prohibit the same attorney from acting in both collaborative and litigation capacities on the same matter). These obligations apply to all practice models offering collaborative services.:

(a) Mandatory insurance: Oregon is the only state that requires all active bar members to carry malpractice insurance, administered through the Oregon State Bar Professional Liability Fund (PLF) with minimum coverage of $300,000 per claim and $300,000 aggregate.

(b) Mandatory disclosure to clients: the following states require attorneys to disclose to clients whether they carry malpractice insurance, either at the time of engagement or through annual registration: California (Rule 1.4.2 and Bus. & Prof. Code § 6102.5), Idaho (IRPC Rule 1.4(c)), Massachusetts (SJC Rule 3:07, annual registration statement), New Hampshire (Rule 1.4(c)), New Mexico (Rule 16-104, annual registration), North Carolina (annual certification), Ohio (Prof.Cond.R. 1.4(c)), Pennsylvania (Pa.R.P.C. 1.4(c)), South Dakota (SDCL § 16-18-20.1), Virginia (Va. RPC 1.4(c)), Washington (APR 26, annual certification), Kansas (Rule 226, annual registration), and Alaska (Bar Rule 65, annual disclosure). In these states, you is required to inform you if they do not carry malpractice insurance. If you have not made this disclosure, you are entitled to ask.

(c) No requirement and no mandatory disclosure: the remaining states do not require attorneys to carry malpractice insurance or to disclose their insurance status to clients. In these states, you may or may not carry malpractice insurance, and you may wish to ask.:

(a) All states require a written agreement for contingency fee matters (based on ABA Model Rule 1.5(c) as adopted). The written contingency fee agreement must state the method by which the fee is to be determined, the percentage(s) of recovery, whether litigation costs and expenses are to be deducted before or after the contingency fee is calculated, and the expenses for which the client will be liable.

(b) California requires a written fee agreement for any matter where the total fees are expected to exceed $1,000, unless the client is a corporate entity or the attorney is performing services of the same general kind as previously rendered to and paid for by the client (Cal. Rules of Prof. Conduct, Rule 1.5.2).

(c) New York requires a written engagement letter (retainer agreement) for all matters involving domestic relations, personal injury, or the purchase or sale of residential real property (22 NYCRR Part 1215). For newly admitted attorneys in New York, a written engagement letter is required for all new matters.

(d) The District of Columbia requires a written fee agreement before or within a reasonable time after commencing the representation, unless the fee is expected to be less than $1,000 or the client is a regular client of the attorney (D.C. Rule 1.5(b)).

(e) Most other states require the basis of the fee to be communicated to the client, preferably in writing, before or within a reasonable time after commencing the representation (based on ABA Model Rule 1.5(b) as adopted). While not all states mandate a written agreement for every matter, written fee agreements are strongly encouraged and are required by the Platform's Milestone Proposal process (clause 9A.6).:

(a) Reimbursement caps vary by state. For example, the New York Lawyers' Fund for Client Protection has a maximum award of $400,000 per claim; California's Client Security Fund maximum is $100,000 per application; many smaller states have caps of $50,000 or less. Some funds have no per-claim cap but exercise discretion.

(b) Filing deadlines vary. Most funds require claims to be filed within a specified period (typically one to four years) after the client discovers the loss or after the attorney is disciplined. Some funds require that the attorney first be disciplined, disbarred, or deceased before a claim can be filed.

(c) Eligible losses: funds generally cover losses caused by dishonest conduct (theft, conversion, misappropriation, embezzlement) but do not cover losses caused by malpractice, negligence, or poor legal judgment. The fund is not a substitute for a malpractice claim.

(d) The claims process is typically administrative (not judicial) and is handled by the state bar or a designated board. Awards are discretionary and are funded by assessments on bar members.:

(a) New York: sliding scale for medical, dental, and podiatric malpractice (Judiciary Law § 474-a): 30% of first $250,000, 25% of next $250,000, 20% of next $500,000, 15% of next $250,000, and 10% thereafter.

(b) New Jersey: contingency fees in personal injury cases are subject to court approval and a sliding scale (Rule 1.5(a) and RPC 1.5): typically 33.33% of first $750,000, 30% of next $750,000, 25% of next $750,000, and 20% of any amount exceeding $2,000,000.

(c) Connecticut: contingency fees in personal injury matters are subject to a sliding scale and court approval; medical malpractice fees are capped.

(d) Florida: personal injury contingency fees are regulated by Rule 4-1.5(f)(4)(B) with specific disclosure and court approval requirements; fees in medical malpractice are subject to a constitutional amendment (Article I, Section 26, Florida Constitution).

(e) California: contingency fees in medical malpractice are capped under MICRA (Medical Injury Compensation Reform Act): 40% of first $50,000, 33.33% of next $50,000, 25% of next $500,000, and 15% of any amount exceeding $600,000.

(f) All states prohibit contingency fees in domestic relations matters (child custody, divorce, support) and in criminal defense matters (ABA Model Rule 1.5(d) as adopted).:

(a) Patent prosecution: to file and prosecute patent applications before the United States Patent and Trademark Office (USPTO), an attorney must be admitted to the USPTO patent bar (separate from state bar admission). The Platform displays USPTO patent bar admission on an Attorney's profile where self-reported. If your matter involves patent prosecution, you must verify that you are admitted to the USPTO patent bar.

(b) Immigration practice: an attorney representing clients in immigration matters must be a member in good standing of a state bar. Non-attorney immigration practitioners must be accredited by the Department of Justice's Office of Legal Access Programs. It is a federal crime for an unqualified person to engage in immigration practice (8 U.S.C. § 1324c).

(c) Tax practice: attorneys may represent taxpayers before the Internal Revenue Service (IRS) by virtue of their state bar admission. Other practitioners (including Certified Public Accountants and Enrolled Agents) may also represent taxpayers before the IRS under Circular 230 (31 CFR Part 10). If your matter involves tax controversy or IRS representation, you will advise the client whether additional practitioners are needed.

(d) Bankruptcy: to file a bankruptcy petition, an attorney must generally be admitted (or admitted pro hac vice) in the United States Bankruptcy Court for the district where the case is filed. Each bankruptcy court has its own admission requirements.

(e) Federal court practice: to appear in a federal district court, an attorney must be admitted to the bar of that court (separate from state bar admission, though most federal courts require state bar membership as a prerequisite). Each of the ninety-four federal district courts has its own admission requirements and fees.

(f) Real estate closings: some states require attorney involvement in real estate closings. The states generally considered "attorney closing states" (where an attorney must supervise or conduct the closing) include Connecticut, Delaware, Georgia, Massachusetts, New York, North Carolina, South Carolina, Vermont, Virginia, and West Virginia. In non-attorney closing states, title companies or escrow agents typically conduct the closing. If your matter involves a real estate transaction in an attorney closing state, the Platform will match you with an Attorney licensed in that state.

(g) Securities practice: attorneys advising on securities offerings, broker-dealer matters, or investment adviser matters may rely on exemptions from SEC registration available to attorneys acting in the course of their professional practice. You will advise the client you on applicable exemptions.:

(a) Misconduct reporting (ABA Model Rule 8.3 as adopted): in most states, an attorney who knows that another attorney has committed a substantial violation of the Rules of Professional Conduct that raises a question about that attorney's honesty, trustworthiness, or fitness as a lawyer must report the violation to the appropriate disciplinary authority. This obligation is mandatory, not discretionary, and exists independently of any duty to the client.

(b) Future crime or fraud: in most states, an attorney may (and in some states must) disclose information relating to the representation to the extent the attorney reasonably believes necessary to prevent a client from committing a crime or fraud that is reasonably certain to result in substantial financial harm to another person (ABA Model Rule 1.6(b)(2)-(3) as adopted, with variations). New Jersey and Florida impose broader mandatory disclosure obligations. You will advise the client you if any disclosure obligation is triggered.

(c) California-specific: California attorneys must self-report to the State Bar if they are convicted of a crime, are sued for malpractice, are the subject of a disciplinary proceeding in another jurisdiction, or are sanctioned by a court (Bus. & Prof. Code § 6068(o)).

(d) Court-imposed reporting: courts may impose reporting obligations on attorneys in specific cases (for example, mandatory disclosure of third-party litigation funding, settlement reporting, or compliance certifications). You will advise the client you of any court-imposed reporting requirements.

PART T - PRACTICE MODELS AND ENGAGEMENT TYPES

The following provisions describe the different practice models and engagement types supported by the Platform. Your obligations vary depending on your practice structure and the engagement model used.:

(a) Solo practitioner. A solo practitioner operates independently without partners or associates. Your engagement is with the individual attorney personally. If the solo practitioner becomes incapacitated, dies, or is disciplined, there may be no other attorney at the firm to continue your matter. Solo practitioners are not required to carry malpractice insurance in any state except Oregon, and in practice many do not. You should ask a solo practitioner whether they carry malpractice insurance, whether they have a succession plan for client matters in the event of incapacity, and whether they maintain adequate trust account arrangements for client funds.

(b) Law firm (partnership, LLP, professional corporation, PLLC). When you are a member or employee of a law firm, your engagement may be with the firm rather than the individual attorney. The firm's partners or shareholders may bear joint or vicarious liability for the work of firm attorneys, depending on the firm's structure and the applicable state's entity liability rules. An LLP (limited liability partnership) limits each partner's personal liability for the acts of other partners in most states. A professional corporation or PLLC may limit entity liability but generally does not shield the individual attorney from liability for their own malpractice. Law firms are more likely to carry malpractice insurance and to have succession arrangements, but this is not guaranteed.

(c) Of Counsel. An "Of Counsel" attorney has a close, continuing relationship with a law firm but is not a partner, associate, or shareholder. The Of Counsel relationship creates potential imputed conflicts of interest (under ABA Model Rule 1.10 as adopted): conflicts of the Of Counsel attorney may be imputed to the firm, and vice versa. Your engagement may be with the Of Counsel attorney individually or with the firm, depending on the terms of the engagement letter. You must clarify whether you are engaging the Of Counsel attorney or the firm, and who bears responsibility if something goes wrong.

(d) Contract, freelance, or temporary attorney. Some attorneys work on a contract or freelance basis, either independently or through staffing agencies. A contract attorney may perform work on your matter under the supervision of your primary attorney. Under ABA Model Rule 5.3 (as adopted), your primary attorney is responsible for ensuring that the work of any non-lawyer or supervised lawyer complies with the Rules of Professional Conduct. If you use contract attorneys on your matter, they must inform you and you must confirm that: (i) the contract attorney is licensed and in good standing; (ii) the contract attorney is bound by confidentiality obligations; and (iii) your primary attorney is supervising the contract attorney's work and takes responsibility for it.

(e) Virtual or remote practice. Some attorneys practice entirely remotely, with no physical office in any particular state. This is permitted in most states, but raises questions about: (i) which state's rules apply (clause 14F); (ii) whether the attorney has a physical address for service of process; (iii) whether trust account and IOLTA rules are satisfied (some states require trust accounts to be maintained at banks within the state); and (iv) compliance with court appearance requirements (some courts require physical presence for certain hearings). If you practice remotely, you must confirm that they are compliant with the trust account and practice rules of the Delivery State.

(f) In-house counsel or corporate legal department. If you are a corporate client and your organization has in-house counsel, those in-house attorneys are regulated by the state bar(s) in which they are admitted. In-house counsel may practice law on behalf of their own employer but generally may not represent external clients. If your organization engages an external Attorney through the Platform, that Attorney is independently regulated and is not under the direction of your in-house legal team for regulatory purposes (clause 81, Authorized Representatives).:

(a) You owe each client the same duties of competence (Rule 1.1), diligence (Rule 1.3), communication (Rule 1.4), confidentiality (Rule 1.6), and loyalty (Rules 1.7-1.10) regardless of whether they are a solo practitioner, a law firm partner, Of Counsel, a contract attorney, or practising remotely.

(b) The Platform's Milestone Proposal process (clause 9A.6), Held Funds mechanism (clause 38), and dispute resolution process (clause 39) operate identically regardless of the Attorney's practice model.

(c) You have the same right to file a disciplinary complaint (clause 56), seek fee arbitration (clause 46), claim from the Client Protection Fund (clause 12D), and pursue a malpractice action regardless of the Attorney's practice structure.

(d) The Platform does not differentiate its services, fees, or protections based on the Attorney's practice model. A solo practitioner and a large law firm are subject to the same Platform terms.:

(a) Full-scope representation. The Attorney handles all aspects of your matter from beginning to end. This is the traditional model and provides the broadest protection. The Attorney is responsible for all work on the matter.

(b) Limited scope representation (unbundled legal services). The Attorney handles only a defined portion of your matter (for example, drafting a contract but not negotiating it, or preparing court filings but not attending the hearing). Limited scope representation is permitted in most states under ABA Model Rule 1.2(c) as adopted, which allows an attorney to limit the scope of the representation if the limitation is reasonable under the circumstances and the client gives informed consent. You must clearly understand which tasks the Attorney will handle and which tasks remain your responsibility. The Milestone Proposal (clause 9A.6) will specify the scope, and any tasks outside the agreed scope are not covered by the engagement. Some courts require attorneys providing limited scope representation to file specific notices with the court.

(c) Task-based or discrete task engagement. This model is structured around individual tasks (for example, a single document review, a one-time consultation, or a specific filing). Each task may be a separate engagement with its own Milestone Proposal. You are not committed to further engagement after the task is completed.

(d) Subscription or retainer-based representation. Some Attorneys offer ongoing access for a fixed monthly or periodic fee. Under this model, the retainer fee covers a defined scope of services (for example, up to a certain number of consultations per month or ongoing advisory services in a specific area). Work outside the defined scope is billed separately. The retainer arrangement will be set out in the Client Retainer Agreement.:

(a) Give reasonable notice to the client before withdrawing. What constitutes reasonable notice depends on the nature of the matter and the stage of proceedings. In litigation matters, you may not withdraw without court permission if your withdrawal would prejudice the client. In transactional matters, you must give sufficient notice for the client to engage replacement counsel.

(b) Take steps reasonably practicable to protect the client's interests, including giving reasonable notice, allowing time for employment of other counsel, surrendering papers and property to which the client is entitled, and refunding any advance payment of fee or expense that has not been earned or incurred (Rule 1.16(d)).

(c) Return the client's file upon request. In most states, the client is entitled to their file regardless of whether all fees have been paid. You may retain a copy for your records. The file includes: documents the client provided to you, documents you prepared for the client (pleadings, contracts, correspondence, memoranda), and any documents received from third parties on the client's behalf. Your own internal notes, conflict memos, and billing records are generally your property, but the client's portion of the file must be surrendered.

(d) Provide a full accounting of all trust funds held on the client's behalf, including: the amount received, the amount disbursed (with itemisation), the amount remaining, and any interest earned. You must return all client funds promptly.

(e) Notify the Platform of the withdrawal through the matter closure workflow so the Platform can assist the client in engaging replacement counsel if requested.

PART U0 - OPEN AND HONEST PRACTICE POLICY

The following provisions set out the Platform's Open and Honest Practice Policy, which is a fundamental term of these Attorney Terms.

9B0. Open and Honest Practice Policy

9B0.1 You must conduct your practice through the Platform with openness, honesty, and transparency toward every client. This is both an ethical obligation under the Rules of Professional Conduct (particularly Rules 1.4, 4.1, and 8.4) and a fundamental term of these Attorney Terms. Specifically, you must:

(a) Be honest and candid with your client at all times. You must not deceive, mislead, or make false or misleading statements to your client about any material fact or matter (Rule 4.1; Rule 8.4(c)).

(b) Be transparent about fees. You must clearly disclose your fee basis, provide accurate estimates, notify the client promptly if costs are likely to exceed estimates, and never charge fees that have not been agreed or disclosed.

(c) Be transparent about the merits and risks of the client's matter. You must give the client a candid and honest assessment of their prospects, including an honest evaluation of the strengths and weaknesses of their position. You must not overstate the likelihood of success or understate the risks to secure the engagement.

(d) Be transparent about progress. You must provide honest updates on the status of the matter, including any setbacks, delays, or developments that may affect the outcome or cost. You must not give the client a false impression that work is progressing when it is not.

(e) Inform the client of material developments. You must notify the client promptly of any significant development in their matter, including settlement offers, court decisions, deadline changes, new information affecting the case, and any change in your assessment of the matter.

(f) Correct errors promptly. If you discover that information you provided to the client was incorrect or has become outdated, you must correct it promptly. If you made an error in your work, you must disclose it to the client rather than attempt to conceal it.

(g) Do not misrepresent your qualifications. You must not overstate your experience, expertise, or track record. You must not claim specialisations you do not hold or imply endorsements that do not exist (see Part U2, Advertising Compliance).

(h) Disclose all conflicts and potential conflicts. You must disclose any circumstance that could affect your loyalty, independence, or judgment, including financial interests, personal relationships, and other client relationships that could create a conflict.

(i) Do not suppress information the client needs. If the client needs information to make an informed decision about their matter, you must provide it even if the information is unfavourable to the course of action you recommend.

9B0.2 Breach of this Open and Honest Practice Policy is a material breach of these Attorney Terms and may result in: (a) immediate suspension of your account; (b) client notification; (c) a complaint to the applicable state bar; and (d) liability under the indemnity provisions.

PART U0A - LITIGATION DUTIES AND PROFESSIONAL CONDUCT

The following provisions set out your duties in litigation, dealings with third parties, and general professional conduct obligations under the Rules of Professional Conduct.

9C0. Duties in Litigation and Dealings with Third Parties

9C0.1 If your engagement involves litigation, arbitration, administrative proceedings, or dealings with third parties, the following additional duties apply to you under the Rules of Professional Conduct of the Delivery State:

(a) Meritorious claims and defences (Rule 3.1): you must not bring or defend a proceeding, or assert or controvert an issue, unless there is a good faith basis in law and fact for doing so. Frivolous claims and defences are prohibited.

(b) Expedite litigation (Rule 3.2): you must make reasonable efforts to expedite litigation consistent with the client's interests. Delay tactics for the sole purpose of frustrating an opposing party are prohibited.

(c) Candour toward the tribunal (Rule 3.3): you must not knowingly make a false statement of fact or law to a court, arbitrator, or other tribunal. If you discover that evidence you presented is false, you must take reasonable remedial measures, including disclosure to the tribunal if necessary. You must not offer evidence you know to be false. You must disclose to the tribunal legal authority in the controlling jurisdiction known to be directly adverse to your client's position that has not been disclosed by opposing counsel.

(d) Fairness to opposing party and counsel (Rule 3.4): you must not unlawfully obstruct another party's access to evidence, falsify evidence, or counsel or assist a witness to testify falsely. You must comply with court discovery rules and orders.

(e) Impartiality and decorum of the tribunal (Rule 3.5): you must not seek to influence a judge, juror, prospective juror, or other official by improper means. You must not engage in disruptive conduct before a tribunal.

(f) Trial publicity (Rule 3.6): you must not make extrajudicial statements that you know or reasonably should know will be disseminated by public communication and will have a substantial likelihood of materially prejudicing an adjudicative proceeding.

(g) Lawyer as witness (Rule 3.7): you must not act as an advocate at a trial in which you are likely to be a necessary witness, except in limited circumstances permitted by the rule.

(h) Communication with represented persons (Rule 4.2): you must not communicate about the subject of the representation with a person you know to be represented by another lawyer, unless the other lawyer consents or the communication is authorised by law or court order.

(i) Dealing with unrepresented persons (Rule 4.3): when dealing with a person who is not represented by counsel, you must not state or imply that you are disinterested, and you must make reasonable efforts to correct any misunderstanding about your role.

(j) Compliance with court orders (Rule 3.4(c)): you must comply with all court rules, orders, and directives. Failure to comply may result in sanctions and may constitute grounds for discipline.

9D0. Integrity and Professional Conduct (Rule 8.4)

9D0.1 It is professional misconduct for you to: (a) violate or attempt to violate the Rules of Professional Conduct, knowingly assist or induce another to do so, or do so through the acts of another; (b) commit a criminal act that reflects adversely on your honesty, trustworthiness, or fitness as a lawyer; (c) engage in conduct involving dishonesty, fraud, deceit, or misrepresentation; (d) engage in conduct that is prejudicial to the administration of justice; (e) state or imply an ability to influence improperly a government agency or official; or (f) knowingly assist a judge or judicial officer in conduct that violates the applicable rules of judicial conduct.

9E0. Other Professional Obligations

9E0.1 You must also comply with the following obligations:

(a) Keep client property separate (Rule 1.15(a)): client funds and property must be identified and kept separate from your own property. You must maintain complete records of trust account transactions, including individual client ledgers, and make them available for audit.

(b) Do not assist unauthorised practice (Rule 5.5(a)): you must not practice law in a jurisdiction in violation of the regulation of the legal profession in that jurisdiction, and you must not assist another person in doing so.

(c) Bar registration and annual compliance: you must maintain current registration with the bar of each state in which you are admitted, pay all required dues and assessments, and comply with annual registration requirements including CLE reporting and trust account certification.

(d) Accept court appointments (Rule 6.2): you should not seek to avoid appointment by a tribunal to represent a person except for good cause.

PART U0B - GOVERNING LAW: MULTI-STATE CLARITY

The following provisions supplement clause 37 and clarify which law governs which aspect of your relationship with the Platform and with clients.:

(a) Your relationship with the Platform (these Attorney Terms, Platform Fees, account status, and Platform services) is governed by New York law.

(b) Your professional obligations to each client are governed by the law and Rules of Professional Conduct of the Delivery State for that matter - the state in which legal services are primarily delivered. This is determined under Part R (Multi-State Practice).

(c) If you are admitted in multiple states: for each matter, the Delivery State's rules govern your conduct on that matter. If you are admitted in Texas, New York, and California, and you deliver services on a particular matter in California, then California's Rules of Professional Conduct govern your obligations on that matter regardless of where you are physically located.

(d) If you are physically in State A, admitted in States A, B, and C, and deliver services to a client in State C, then State C is the Delivery State and State C's rules govern. Your Platform relationship with eSolicitors remains governed by New York law.

(e) You may have matters in different Delivery States simultaneously. Each matter is governed by its own Delivery State. You are responsible for complying with the rules of each Delivery State for the corresponding matter.

PART U1 - QUALIFICATION WARRANTY AND INDEMNITY

The following provisions set out your specific warranties regarding your bar admission and good standing, and the Platform's remedies if those warranties are breached.:

(a) You are admitted to practice law in each state you list on your Attorney Profile, and your admission is current and in good standing.

(b) You have not been disbarred, suspended, placed on inactive status, or subjected to any form of public or private discipline in any jurisdiction, except as disclosed in writing to the Platform at the time of registration or promptly upon the occurrence of any such event.

(c) You are not currently the subject of any pending disciplinary investigation, complaint, or proceeding in any jurisdiction, except as disclosed in writing to the Platform.

(d) There are no conditions, restrictions, or limitations on your licence to practice law in any jurisdiction you list on your profile, except as disclosed in writing to the Platform.

(e) You have not been convicted of a felony or any crime involving moral turpitude, fraud, dishonesty, or misrepresentation, except as disclosed in writing to the Platform.

(f) All information you have provided to the Platform regarding your bar admissions, dates of admission, bar numbers, disciplinary history, malpractice claims, and professional qualifications is true, accurate, and complete.

(g) You will notify the Platform in writing within forty-eight (48) hours of: (i) any change in your bar admission status in any jurisdiction; (ii) any disciplinary complaint, investigation, charge, or proceeding being initiated against you; (iii) any conviction or guilty plea; (iv) any malpractice claim or lawsuit being filed against you; (v) any restriction, condition, or limitation being placed on your licence; or (vi) any other event that would make any of the representations in this clause untrue.:

(a) The Platform may immediately suspend or terminate your account without notice or liability.

(b) The Platform may notify affected clients that your qualification status has changed and may assist those clients in engaging alternative counsel.

(c) The Platform may notify the applicable state bar disciplinary authority.

(d) You will be liable to the Platform under the indemnity in clause 35, and the Platform's losses will be deemed to include: (i) any amounts the Platform is required to refund to clients as a result of your misrepresentation; (ii) regulatory fines, penalties, or costs imposed on the Platform; (iii) the cost of investigating and remediating the misrepresentation; (iv) reputational damage to the Platform (which the parties agree is difficult to quantify and may be assessed by the arbitrator); and (v) the Platform's reasonable legal fees.

PART U2 - STATE-SPECIFIC ADVERTISING COMPLIANCE

The following provisions supplement clause 5 and set out the specific attorney advertising requirements for states with detailed filing, disclaimer, or content rules.

The advertising and profile content obligations in this Part U2 and in clause 5A apply to every Attorney on the Platform regardless of practice model, including solo practitioners, law firm attorneys, Of Counsel attorneys, contract attorneys, virtual practitioners, and pro hac vice attorneys. Your profile on the Platform constitutes attorney advertising in most states, and you are solely responsible for ensuring it complies with the advertising rules of every state in which you are admitted.

Your Attorney Profile is your content. You create it, you control it, and you are solely responsible for it. The Platform does not review, approve, file, or submit your profile to any state bar or advertising commission on your behalf. The following rules apply to all content you publish on the Platform.:

(a) Make any statement that is false, misleading, or deceptive.

(b) Guarantee or imply a specific legal outcome.

(c) Call yourself a "specialist," "expert," or "Board Certified" in any practice area unless you hold a current specialisation or board certification from a recognised certifying body (for example, the Texas Board of Legal Specialization, the Florida Bar Board Certification Program, or an equivalent programme in your state).

(d) Use a firm name that implies a larger organisation than actually exists (for example, a solo practitioner using "Smith & Associates" when there are no associates).

(e) Describe past case results without appropriate context. If you choose to include case results on your profile, you must not present them in a way that could lead a reasonable person to expect the same outcome in their matter.

(f) Include paid endorsements or testimonials without disclosing that they are paid.

(g) Use the Platform's messaging or bidding features to directly solicit specific individuals for pecuniary gain in a manner that would constitute prohibited solicitation under the rules of any state in which you are admitted.

(h) Create fake profiles, manipulate reviews, or use any deceptive technique to improve your visibility or reputation.

PART U - ADDITIONAL PRACTICE OBLIGATIONS AND PLATFORM FEATURES

The following provisions address Platform features that affect your engagement workflow, trust account obligations beyond the basic requirements in Part E, billing mechanics, and disclosure restrictions.

PART V - DETAILED ENGAGEMENT WORKFLOW OBLIGATIONS

The following provisions set out your detailed obligations at each stage of the engagement workflow. These supplement the overview in Part C and describe each step from the attorney's perspective.

PART W - DETAILED FEE AND BILLING OBLIGATIONS

22I.1 If you use contract, freelance, or temporary attorneys to perform work on Platform matters, you must: (a) disclose to the Client that a contract attorney will perform some or all of the work, and obtain the Client's informed consent (ABA Model Rule 1.6, Comment [7]; ABA Formal Opinion 08-451); (b) not charge a fee for the contract attorney's work that is unreasonable in light of the cost to you (ABA Model Rule 1.5); (c) disclose to the Client any markup or surcharge applied to the contract attorney's fees (ABA Formal Opinion 00-420 permits a reasonable surcharge but requires disclosure); (d) remain responsible for supervising the contract attorney's work (ABA Model Rule 5.1); and (e) ensure the contract attorney complies with confidentiality obligations (ABA Model Rule 5.3). The Platform's fee transparency and Milestone Proposal process must reflect the actual cost structure, including any contract attorney component.:

(a) Hourly rate matters: funds deposited into your trust account as a retainer (money on account) remain client funds until you earn them by performing work. You must transfer earned fees from your trust account to your business account only after: (i) delivering an invoice to the client describing the work performed; and (ii) allowing the client a reasonable opportunity to dispute the charges. You must not draw on the retainer in advance of performing the work.

(b) Flat fee matters: whether a flat fee must be held in trust until earned depends on the applicable state's rules. In some states (including California and the District of Columbia), flat fees must be deposited into trust and may be transferred to your business account only as earned. In other states, a flat fee may be deposited directly into your business account if the client gives informed consent and the fee agreement provides for a refund of unearned portions if the engagement terminates early. You must follow the rules of the Delivery State.

(c) Contingency fee matters: you typically do not receive trust deposits during a contingency matter. When the matter resolves, the settlement or judgment proceeds must be deposited into your trust account. You must then: (i) deduct your contingency fee in accordance with the written fee agreement; (ii) deduct any outstanding Disbursements; (iii) distribute the balance to the client; and (iv) provide a written accounting showing each deduction. If there is a dispute about the fee, you must keep the disputed amount in trust until the dispute is resolved.

(d) Mixed / hybrid billing: if the engagement involves a combination of billing models (for example, hourly for pre-trial work and contingency for trial), you must handle trust funds separately for each component and provide transparent accountings for each.

22J.1 The treatment of flat fees and advance fees varies significantly by state. You must comply with the rules of the Delivery State, which may include the following variations: (a) in some states (including Colorado and the District of Columbia), a flat fee may be deemed earned on receipt if the Client is informed in writing and agrees; (b) in other states (including Iowa, Kentucky, and Connecticut), flat fees must be deposited into the client trust account and withdrawn only as earned; (c) some states (including California, Rule 1.5) require specific written disclosure if a flat fee is nonrefundable, and may treat an unreasonably large nonrefundable fee as an unconscionable fee; (d) advance fees for costs and expenses must generally be deposited into the client trust account in all states. You must: (i) determine the applicable state rule before quoting a flat fee through the Platform's Milestone Proposal system; (ii) include in the engagement letter or Milestone Proposal a clear statement of whether the flat fee is deemed earned on receipt, earned in stages, or held in trust; (iii) comply with refund obligations if the engagement terminates before the flat fee is fully earned; and (iv) not describe a fee as "nonrefundable" if the applicable state prohibits or restricts nonrefundable fee language. This applies to all practice models, with particular relevance to solo practitioners and contract attorneys who frequently use flat fee arrangements.

22K.1 Most states require that the bank at which an attorney maintains a client trust account must agree to report any overdraft or dishonoured instrument drawn on that account to the state's attorney disciplinary authority. You must: (a) maintain your client trust account only at a bank or financial institution that has agreed to provide overdraft notification to the appropriate state bar or disciplinary authority; (b) where you maintain trust accounts in more than one state, ensure each account complies with the overdraft notification rules of the state in which the account is located; (c) not move trust account funds between states or banks for the purpose of avoiding overdraft notification requirements; and (d) disclose to the Platform the institution(s) at which you maintain client trust accounts. This obligation applies to all practice models that hold client funds, including solo practitioners, law firms, and Of Counsel attorneys using their own trust accounts. Virtual and remote practitioners must pay particular attention to this requirement where trust accounts are maintained at out-of-state institutions.

PART X - ETHICS, SUPERVISION, AND FILE MANAGEMENT

The following provisions address your detailed obligations regarding conflict management, information barriers, supervision, competence in unfamiliar areas, file management, record keeping, and duty to report adverse developments.

9B2. Information Barriers (Ethical Walls)

9B2.1 If you practise in a firm and imputed conflicts arise under Rule 1.10, you may in certain jurisdictions implement an information barrier (ethical wall) to manage the conflict without disqualifying the entire firm. An effective information barrier must include: (a) a written screening protocol identifying the conflicted attorney and the matter from which they are screened; (b) physical and electronic measures preventing the screened attorney from accessing any information about the matter (including firewalls on document management systems, email filters, and physical file segregation); (c) a written certification from the screened attorney that they have not and will not participate in the matter or share any information about it; (d) notice to the affected client(s) of the screening arrangement; and (e) procedures for monitoring compliance with the screen. Not all states permit ethical walls to cure imputed conflicts. You must confirm that the Delivery State permits screening before relying on this mechanism.

PART Y - TECHNOLOGY COMPETENCE AND DATA SECURITY

The following provisions address your obligations regarding technology competence, AI tool usage, data security, cybersecurity incident response, data segregation, cloud storage, and withdrawal/succession planning.:

(a) Mandatory withdrawal (Rule 1.16(a)): you must withdraw if: (i) the representation will result in a violation of the Rules of Professional Conduct or other law; (ii) your physical or mental condition materially impairs your ability to represent the client; or (iii) you are discharged by the client.

(b) Permissive withdrawal (Rule 1.16(b)): you may withdraw if: (i) withdrawal can be accomplished without material adverse effect on the client's interests; (ii) the client persists in a course of action involving your services that you reasonably believe is criminal or fraudulent; (iii) the client has used your services to perpetrate a crime or fraud; (iv) the client insists upon action you consider repugnant or with which you have a fundamental disagreement; (v) the client fails substantially to fulfil an obligation to you regarding your services and has been given reasonable warning; (vi) the representation will result in an unreasonable financial burden on you; or (vii) other good cause exists.

PART Z - PRACTICE AREA OBLIGATIONS AND ADVERTISING

The following provisions address your specific obligations in key practice areas and your advertising compliance requirements for Platform profiles.:

(a) Family law and domestic relations: you must comply with mandatory reporting obligations for child abuse and neglect under the applicable state's mandatory reporting statute. If you have reasonable cause to believe that a child is being abused or neglected, you must report to the appropriate child protective services agency in accordance with state law. The attorney-client privilege does not override mandatory reporting obligations in most states. You must also be aware of: (i) custody evaluation procedures; (ii) domestic violence protective order requirements; (iii) UCCJEA (Uniform Child Custody Jurisdiction and Enforcement Act) jurisdictional rules for interstate custody disputes; (iv) UIFSA (Uniform Interstate Family Support Act) for interstate child support; (v) the Hague Convention on International Child Abduction for international custody disputes; (vi) state-specific rules on division of retirement assets (QDROs); and (vii) the prohibition on contingency fees in domestic relations matters (Rule 1.5(d)).

(b) Real estate: if you practise in an attorney closing state (Connecticut, Delaware, Georgia, Massachusetts, New York, North Carolina, South Carolina, Vermont, Virginia, or West Virginia), you must personally supervise or conduct the closing. You must comply with state-specific requirements for: (i) title examination and title insurance; (ii) escrow and settlement procedures; (iii) recording requirements; (iv) truth-in-lending disclosures (TILA/RESPA for residential transactions); (v) lead paint disclosures for pre-1978 residential properties; (vi) fair housing requirements (Federal Fair Housing Act and state equivalents); and (vii) anti-money laundering due diligence for real estate transactions (FinCEN Geographic Targeting Orders in specified metropolitan areas).

(c) Immigration: you must be a member in good standing of a US state bar to represent clients in immigration matters. Non-attorney immigration practitioners must be DOJ-accredited. You must: (i) verify your authority to practise before the relevant immigration tribunal (EOIR, USCIS, or consular post); (ii) comply with BIA disciplinary rules; (iii) not guarantee outcomes in immigration proceedings; (iv) keep the client informed of case developments, including receipt notices, interview dates, and decision notices; (v) return original documents to the client; and (vi) be aware of the criminal consequences of immigration fraud (8 U.S.C. § 1324c) and document fraud (18 U.S.C. § 1546).

(d) Criminal defense: you must comply with the Sixth Amendment right to effective assistance of counsel (Strickland v. Washington, 466 U.S. 668 (1984)). This includes: (i) adequate investigation of the facts and the law; (ii) consultation with the client on important decisions (the client decides whether to plead guilty, waive a jury trial, testify, and appeal); (iii) adequate preparation for trial, sentencing, and appeals; (iv) awareness of mandatory minimum sentences, sentencing guidelines, and collateral consequences (immigration, employment, housing, voting rights); (v) Brady disclosure obligations (as the recipient of government disclosures, you must review and use exculpatory evidence); and (vi) the prohibition on contingency fees in criminal cases (Rule 1.5(d)). If you are retained through the Platform for criminal defense, the Platform's Milestone Proposal and payment timing must be structured so that no payment is contingent on outcome.

(e) Personal injury and medical malpractice: you must comply with the contingency fee requirements and caps of the Delivery State (see Part S, clause 12E of these Attorney Terms). You must also: (i) advance litigation costs (in most states, the attorney must advance costs and may recover them from the recovery); (ii) comply with certificate of merit requirements for medical malpractice claims (many states require an expert affidavit or certificate before filing); (iii) comply with pre-suit notice requirements (some states require notice to the healthcare provider before filing suit); (iv) comply with damage caps where applicable (many states cap non-economic damages in medical malpractice); and (v) comply with the specific fee disclosure and court approval requirements for contingency fees in the Delivery State.

(f) Bankruptcy: you must be admitted (or admitted pro hac vice) in the US Bankruptcy Court for the district where the case is filed. You must: (i) file a disclosure of compensation statement (Rule 2016(b)); (ii) comply with the means test requirements for Chapter 7 filings; (iii) comply with credit counselling and debtor education requirements; (iv) not charge unconscionable fees (11 U.S.C. § 329); (v) be aware that the bankruptcy court has authority to review and reduce your fees; and (vi) comply with the specific local rules of the bankruptcy court.

(g) Estate planning and probate: you must: (i) clarify who the client is (the testator, the estate, or the beneficiaries - this is a common source of conflict); (ii) assess the client's testamentary capacity; (iii) be aware of undue influence issues; (iv) comply with the specific execution requirements of the Delivery State (witness and notarisation requirements vary); (v) understand the tax implications of estate plans (federal estate tax, state estate tax, gift tax, generation-skipping transfer tax); and (vi) comply with the Delivery State's probate procedures and timelines.

(h) Elder law and guardianship: you must: (i) assess whether the proposed ward has capacity to participate in the proceedings; (ii) ensure that the proposed ward's interests are represented (some states require appointment of a guardian ad litem or independent counsel for the proposed ward); (iii) comply with mandatory reporting obligations for elder abuse and neglect; (iv) be aware of the Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act (UGCOPAA) if adopted in the Delivery State; and (v) be aware of the ethical issues unique to representing elderly or diminished-capacity clients (Rule 1.14, Client with Diminished Capacity).

(i) Corporate and business law: you must: (i) clarify whether you represent the entity, the owners, the officers, or the shareholders (Rule 1.13, Organisation as Client); (ii) be aware of dual representation issues when forming entities with multiple founders; (iii) comply with securities laws when advising on fundraising (Securities Act of 1933, state blue sky laws); (iv) comply with corporate transparency and beneficial ownership reporting under the Corporate Transparency Act; and (v) understand the fiduciary duties of corporate officers and directors under the law of the state of incorporation.:

(a) Truthfulness (Rule 7.1): all statements in your profile must be truthful and not misleading. You must not make statements that create unjustified expectations about results, imply that you can achieve results by means that violate the Rules, or compare your services with other lawyers' services unless the comparison can be factually substantiated.

(b) Filing requirements: in New York, attorney advertisements must be filed with the appropriate Attorney Grievance Committee. You are responsible for determining whether your Platform profile constitutes an "advertisement" that must be filed under New York Rules 7.1-7.5. New York defines "advertisement" broadly. You must consult the New York Rules and applicable Advisory Opinions.

(c) Disclaimers: some states require specific disclaimers in attorney advertising. For example, Florida requires the statement "The hiring of a lawyer is an important decision that should not be based solely upon advertisements" in certain contexts. California requires that communications from an attorney seeking professional employment state "Advertisement" or "Newsletter" as applicable. You must include any disclaimers required by the states in which you are admitted.

(d) Testimonials and endorsements: the use of client testimonials and endorsements in attorney advertising is regulated. Many states permit testimonials but require disclaimers (such as "Results may vary" or "Prior results do not guarantee a similar outcome"). The FTC Endorsement Guides (16 CFR Part 255) also apply to testimonials. You must ensure that any testimonials or reviews displayed on your profile comply with both state bar rules and FTC requirements.

(e) Specialisation claims: you must not state or imply that you are a specialist in a particular area of law unless you hold a specialisation certification from an organisation approved by the applicable state bar (for example, certifications from the state bars of California, Texas, Florida, North Carolina, Ohio, New Mexico, South Carolina, or Tennessee, or from the National Board of Trial Advocacy). In states that do not have certification programmes, you may describe your practice areas but should not use the word "specialist" or "expert."

PART Z - AI AGENT, CYBER FRAUD, AND BAD FAITH ACTOR PROTECTION

The following provisions address the Platform's position and your obligations regarding AI agents, automated bots, cyber fraud, and bad faith actors.

P14. AI Agent, Cyber Fraud, and Bad Faith Actor Indemnity

P14.1 Any person who accesses, uses, or transacts through the Platform by means of an AI agent, automated bot, software robot, web scraper, artificial intelligence system, machine learning system, or any other non-human automated process (collectively, "AI Agents") without the Platform's prior written authorisation, and any person who deploys, directs, controls, or benefits from such AI Agent (the "Deployer"), and any person who is the beneficial owner of or has a financial interest in the Deployer or the AI Agent (the "Beneficial Owner"), shall jointly and severally indemnify, defend, and hold harmless the Platform Indemnified Parties, all Attorneys on the Platform, and all Clients on the Platform from and against any and all claims, demands, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees, expert witness fees, forensic investigation costs, and the costs of system remediation and data recovery) arising from or connected with the AI Agent's access to or use of the Platform.

P14.2 This indemnity is: (a) unlimited in amount; (b) joint and several as between the Deployer, the Beneficial Owner, and any other person who knowingly assisted, facilitated, or conspired with the Deployer; (c) governed by the laws of the State of New York; (d) enforceable by the Platform, by any Attorney, and by any Client who suffers loss; and (e) not subject to any limitation, cap, or exclusion elsewhere in these Terms.

P14.3 The Platform shall not bear any liability to you or to any Client for any loss, damage, cost, or expense arising from or connected with: (a) cyber fraud, hacking, phishing, ransomware, denial-of-service attacks, or any other cyberattack; (b) AI-generated fraud, impersonation, or identity theft; (c) deepfake technology, synthetic identity fraud, or AI-generated content used to deceive; (d) any transaction initiated or completed by an unauthorised AI Agent; (e) manipulation of the Platform's systems by automated means; (f) data breach or unauthorised access caused by a bad faith actor; or (g) any illegal activity conducted in bad faith through the Platform. Your sole remedies against a bad faith actor are those available under applicable law.

P14.4 The Platform implements commercially reasonable security measures to protect the Platform and its users. However, no system is immune from all threats. You acknowledge that the Platform is not an insurer against cyber crime, AI fraud, or the criminal acts of third parties. If you become aware of any AI Agent, bot, or suspected bad faith activity, you must notify the Platform immediately.

CLAUSES 85-135: STATE-BY-STATE REGULATORY PROVISIONS

The following clauses form an integral part of these Attorney Terms. Where you deliver legal services in a particular state, the clause for that state identifies the regulatory framework governing your professional obligations. Each clause has the same legal force and effect as any other clause of these Terms.

The state-specific provisions in this Part apply to all practice models (solo practitioners, law firm attorneys, Of Counsel attorneys, contract attorneys, virtual practitioners, pro hac vice attorneys, and multi-state practitioners) unless a provision expressly states otherwise. Where a state provision imposes an obligation on a "firm," that obligation applies to the entity (if any) through which you practise. Where a state provision imposes an obligation on an "attorney," that obligation applies to you personally regardless of practice model. If you practise in multiple states, you must comply with the state-specific provisions of each state in which you provide services.

42.0 The state-specific provisions in this Part apply to all practice models (solo practitioners, law firm attorneys, Of Counsel attorneys, contract attorneys, virtual practitioners, pro hac vice attorneys, and multi-state practitioners) unless a provision expressly states otherwise. Where a state provision imposes an obligation on a "firm," that obligation applies to the entity through which you practise. Where a state provision imposes an obligation on an "attorney," that obligation applies to you personally regardless of practice model.

85. Alabama

If you practice in Alabama or if you deliver legal services in Alabama, the following provisions apply. You are regulated by the Alabama State Bar and are subject to discipline through the Alabama State Bar Disciplinary Commission; Office of General Counsel. You must maintain client trust accounts in compliance with Alabama RPC, Rule 1.15; IOLTA through Alabama Law Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Alabama does not require you to carry malpractice insurance or to disclose your insurance status to clients. Alabama is a one-party consent state for recording purposes (Ala. Code § 13A-11-30). Regarding fee arrangements in Alabama: fee-splitting with non-lawyers prohibited (Rule 5.4); referral fees governed by Rule 7.2(b); contingency fees permitted but regulated; written fee agreements required for contingency matters. The unauthorized practice of law is prohibited in Alabama under Ala. Code § 34-3-6, enforced by Alabama State Bar. Consumer protections applicable to your clients in Alabama are provided by the Alabama Deceptive Trade Practices Act, Ala. Code § 8-19-1 et seq. You must ensure your conduct complies with these provisions. Alabama does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Alabama breach notification (Ala. Code § 8-38-1 et seq.); federal and common law apply.

86. Alaska

If you practice in Alaska or if you deliver legal services in Alaska, the following provisions apply. You are regulated by the Alaska Bar Association (integrated/unified bar) and are subject to discipline through the Alaska Bar Association Discipline Board; Bar Counsel. You must maintain client trust accounts in compliance with Alaska RPC, Rule 1.15; IOLTA through Alaska Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Alaska does not require you to carry malpractice insurance or to disclose your insurance status to clients. Alaska is a one-party consent state for recording purposes (AS § 42.20.310). Regarding fee arrangements in Alaska: standard Rule 5.4 restrictions; IOLTA required; contingency fees regulated; fee disputes handled through Alaska Bar fee arbitration. The unauthorized practice of law is prohibited in Alaska under AS § 08.08.230. Consumer protections applicable to your clients in Alaska are provided by the Alaska Unfair Trade Practices and Consumer Protection Act, AS § 45.50.471 et seq. You must ensure your conduct complies with these provisions. Alaska does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Alaska breach notification (AS § 45.48.010).

87. Arizona

If you practice in Arizona or if you deliver legal services in Arizona, the following provisions apply. You are regulated by the State Bar of Arizona (unified bar) and are subject to discipline through the Presiding Disciplinary Judge; State Bar of Arizona; Arizona Supreme Court. You must maintain client trust accounts in compliance with Arizona RPC ER 1.15; IOLTA through Arizona Foundation for Legal Services. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Fund. You must cooperate with any Client Protection Fund investigation. Arizona does not require you to carry malpractice insurance or to disclose your insurance status to clients. Arizona is a one-party consent state for recording purposes (A.R.S. § 13-3005). Regarding fee arrangements in Arizona: arizona permits Alternative Business Structures (ABS) under reformed ER 5.4 (effective Jan. 2021); non-lawyer ownership of law firms permitted; referral fee rules liberalized; Arizona Legal Paraprofessional program permits limited practice by non-lawyers. The unauthorized practice of law is prohibited in Arizona under A.R.S. § 32-2152. Broadened by ABS and paraprofessional reforms. Consumer protections applicable to your clients in Arizona are provided by the Arizona Consumer Fraud Act, A.R.S. § 44-1521 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Arizona include compliance with the Arizona data breach notification (A.R.S. § 18-552); no comprehensive privacy statute.

88. Arkansas

If you practice in Arkansas or if you deliver legal services in Arkansas, the following provisions apply. You are regulated by the Arkansas Bar Association and are subject to discipline through the Supreme Court Committee on Professional Conduct. You must maintain client trust accounts in compliance with Arkansas RPC Rule 1.15; IOLTA through Arkansas IOLTA Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Arkansas does not require you to carry malpractice insurance or to disclose your insurance status to clients. Arkansas is a one-party consent state for recording purposes (Ark. Code § 5-60-120). Regarding fee arrangements in Arkansas: standard ABA Model Rule 5.4 restrictions; contingency fees regulated; fee disputes handled through bar. The unauthorized practice of law is prohibited in Arkansas under Ark. Code § 16-22-501. Consumer protections applicable to your clients in Arkansas are provided by the Arkansas Deceptive Trade Practices Act, Ark. Code § 4-88-101 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Arkansas include compliance with the Arkansas Personal Information Protection Act (Ark. Code § 4-110-101 et seq.).

89. California

If you practice in California or if you deliver legal services in California, the following provisions apply. You are regulated by the State Bar of California (unified bar; ~270,000 active members, largest US bar) and are subject to discipline through the State Bar of California; State Bar Court (Hearing Department and Review Department); California Supreme Court. You must maintain client trust accounts in compliance with California RPC Rule 1.15; IOLTA through The State Bar of California. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. California does not require you to carry malpractice insurance but does require you to disclose to each client whether you carry insurance (mandatory disclosure of lack of insurance to clients (Rule 1.4.2; Bus. & Prof. Code § 6102.5)). California is an all-party consent state for recording purposes (Cal. Penal Code § 632); recording without all-party consent is a criminal offense. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in California. Regarding fee arrangements in California: fee-splitting restrictions per Rule 5.4 (no ABS); contingency fees regulated by Rule 1.5(b)-(c) with sliding scale disclosure; mandatory written fee agreement where fees expected to exceed $1,000 (Rule 1.5.2); mandatory fee arbitration available (Bus. & Prof. Code § 6200-6206); lawyer referral service must be certified by State Bar or local bar (Bus. & Prof. Code § 6155). The unauthorized practice of law is prohibited in California under Bus. & Prof. Code § 6125-6127 (criminal misdemeanor), actively enforced by State Bar UPL unit. Regarding lawyer referral services: lawyer referral services must be certified by State Bar or local bar association (Bus. & Prof. Code § 6155); fee-generating referral requirements. Consumer protections applicable to your clients in California are provided by the California Consumer Legal Remedies Act (Civ. Code § 1750 et seq.); Unfair Competition Law (Bus. & Prof. Code § 17200 et seq.); False Advertising Law (Bus. & Prof. Code § 17500 et seq.). You must ensure your conduct complies with these provisions. Your data protection obligations in California include compliance with the California Consumer Privacy Act / California Privacy Rights Act (CCPA/CPRA), Cal. Civ. Code § 1798.100 et seq.; California Privacy Protection Agency (CPPA) enforces; CalOPPA; Confidentiality of Medical Information Act (CMIA).

90. Colorado

If you practice in Colorado or if you deliver legal services in Colorado, the following provisions apply. You are regulated by the Colorado Bar Association (voluntary); Colorado Supreme Court (regulatory authority) and are subject to discipline through the Office of Attorney Regulation Counsel; Presiding Disciplinary Judge; Colorado Supreme Court. You must maintain client trust accounts in compliance with Colo. RPC 1.15; IOLTA through Colorado Lawyer Trust Account Foundation (COLTAF). If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Attorney's Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Colorado does not require you to carry malpractice insurance or to disclose your insurance status to clients. Colorado is a one-party consent state for recording purposes (C.R.S. § 18-9-303). Regarding fee arrangements in Colorado: standard Rule 5.4 restrictions; contingency fees regulated; cannabis law practice permitted and active. The unauthorized practice of law is prohibited in Colorado under enforced by Office of Attorney Regulation Counsel. Consumer protections applicable to your clients in Colorado are provided by the Colorado Consumer Protection Act, C.R.S. § 6-1-101 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Colorado include compliance with the Colorado Privacy Act (CPA), C.R.S. § 6-1-1301 et seq. (effective July 2023); Colorado AG enforcement; breach notification (C.R.S. § 6-1-716).

91. Connecticut

If you practice in Connecticut or if you deliver legal services in Connecticut, the following provisions apply. You are regulated by the Connecticut Bar Association (voluntary); Connecticut Judicial Branch (regulatory) and are subject to discipline through the Statewide Grievance Committee; Office of Chief Disciplinary Counsel; Disciplinary Counsel. You must maintain client trust accounts in compliance with Connecticut RPC Rule 1.15; IOLTA through Connecticut Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Connecticut does not require you to carry malpractice insurance or to disclose your insurance status to clients. Connecticut is an all-party consent state for recording purposes (Conn. Gen. Stat. § 52-570d; § 53a-187 through 53a-189). You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Connecticut. Regarding fee arrangements in Connecticut: standard Rule 5.4 restrictions; fee disputes handled through Statewide Grievance Committee; contingency fee caps in medical malpractice. The unauthorized practice of law is prohibited in Connecticut under Conn. Gen. Stat. § 51-88, enforced through Superior Court. Consumer protections applicable to your clients in Connecticut are provided by the Connecticut Unfair Trade Practices Act (CUTPA), Conn. Gen. Stat. § 42-110a et seq. (broad remedies including punitive damages). You must ensure your conduct complies with these provisions. Your data protection obligations in Connecticut include compliance with the Connecticut Data Privacy Act (CTDPA), Conn. Gen. Stat. § 42-515 et seq. (effective July 2023); breach notification (Conn. Gen. Stat. § 36a-701b).

92. Delaware

If you practice in Delaware or if you deliver legal services in Delaware, the following provisions apply. You are regulated by the Delaware State Bar Association (voluntary) and are subject to discipline through the Office of Disciplinary Counsel; Board on Professional Responsibility; Delaware Supreme Court. You must maintain client trust accounts in compliance with Delaware RPC Rule 1.15; IOLTA through Delaware Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Delaware does not require you to carry malpractice insurance or to disclose your insurance status to clients. Delaware is a one-party consent state for recording purposes (11 Del. C. § 2402). Regarding fee arrangements in Delaware: standard Rule 5.4 restrictions; Court of Chancery governs corporate/equity disputes; significant corporate law practice. The unauthorized practice of law is prohibited in Delaware under 10 Del. C. § 5501-5502. Consumer protections applicable to your clients in Delaware are provided by the Delaware Consumer Fraud Act, 6 Del. C. § 2511 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Delaware include compliance with the Delaware Personal Data Privacy Act (DPDPA), 6 Del. C. § 12D-101 et seq. (effective Jan. 2025); breach notification (6 Del. C. § 12B-101 et seq.).

93. Florida

If you practice in Florida or if you deliver legal services in Florida, the following provisions apply. You are regulated by the The Florida Bar (integrated/unified bar; ~110,000 members) and are subject to discipline through the The Florida Bar; Florida Board of Bar Examiners; Florida Supreme Court. You must maintain client trust accounts in compliance with Rules Regulating The Florida Bar, Rule 5-1.1 (Trust Accounts); IOLTA through The Florida Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Clients' Security Fund. You must cooperate with any Client Protection Fund investigation. Florida does not require you to carry malpractice insurance or to disclose your insurance status to clients. Florida is an all-party consent state for recording purposes (Fla. Stat. § 934.03); criminal felony to record without consent. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Florida. Regarding fee arrangements in Florida: fee-splitting restrictions per Rule 4-5.4; personal injury contingency fees specifically regulated by Rule 4-1.5(f)(4)(B) with sliding scale and court approval requirements; aggressive attorney advertising regulation (Rules 4-7.11 through 4-7.21); The Florida Bar aggressively enforces advertising rules; fee disputes through Florida Bar fee arbitration. The unauthorized practice of law is prohibited in Florida under Fla. Stat. § 454.23. The Florida Bar Standing Committee on UPL actively investigates and prosecutes (criminal misdemeanor). Consumer protections applicable to your clients in Florida are provided by the Florida Deceptive and Unfair Trade Practices Act (FDUTPA), Fla. Stat. § 501.201 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Florida include compliance with the Florida Digital Bill of Rights (FDBR), Fla. Stat. § 501.701 et seq. (effective July 2024; applies to entities with over $1B revenue); Florida Information Protection Act (breach notification, Fla. Stat. § 501.171).

94. Georgia

If you practice in Georgia or if you deliver legal services in Georgia, the following provisions apply. You are regulated by the State Bar of Georgia (integrated/unified bar) and are subject to discipline through the State Disciplinary Board; Office of General Counsel; Supreme Court of Georgia. You must maintain client trust accounts in compliance with Georgia RPC Rule 1.15; IOLTA through Georgia Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Georgia does not require you to carry malpractice insurance or to disclose your insurance status to clients. Georgia is a one-party consent state for recording purposes (O.C.G.A. § 16-11-62). Regarding fee arrangements in Georgia: standard Rule 5.4 restrictions; contingency fees regulated; fee disputes handled through bar. The unauthorized practice of law is prohibited in Georgia under O.C.G.A. § 15-19-51. Consumer protections applicable to your clients in Georgia are provided by the Georgia Fair Business Practices Act, O.C.G.A. § 10-1-390 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Georgia include compliance with the Georgia breach notification law (O.C.G.A. § 10-1-912); no comprehensive state privacy statute.

95. Hawaii

If you practice in Hawaii or if you deliver legal services in Hawaii, the following provisions apply. You are regulated by the Hawaii State Bar Association (integrated/unified bar) and are subject to discipline through the Office of Disciplinary Counsel; Disciplinary Board; Hawaii Supreme Court. You must maintain client trust accounts in compliance with Hawaii RPC Rule 1.15; IOLTA program. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Clients' Security Fund. You must cooperate with any Client Protection Fund investigation. Hawaii does not require you to carry malpractice insurance or to disclose your insurance status to clients. Hawaii is a one-party consent state for recording purposes (HRS § 803-42). Regarding fee arrangements in Hawaii: standard Rule 5.4 restrictions; contingency fees regulated. The unauthorized practice of law is prohibited in Hawaii under HRS § 605-14 through 605-17. Consumer protections applicable to your clients in Hawaii are provided by the Hawaii Unfair or Deceptive Acts or Practices, HRS § 480-2. You must ensure your conduct complies with these provisions. Hawaii does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Hawaii breach notification (HRS § 487N).

96. Idaho

If you practice in Idaho or if you deliver legal services in Idaho, the following provisions apply. You are regulated by the Idaho State Bar (integrated/unified bar) and are subject to discipline through the Professional Conduct Board; Bar Counsel; Idaho Supreme Court. You must maintain client trust accounts in compliance with Idaho RPC Rule 1.15; IOLTA through Idaho Law Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Idaho does not require you to carry malpractice insurance but does require you to disclose to each client whether you carry insurance (Mandatory disclosure required (IRPC Rule 1.4(c))). Idaho is a one-party consent state for recording purposes (Idaho Code § 18-6702). Regarding fee arrangements in Idaho: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in Idaho under Idaho Code § 3-420. Consumer protections applicable to your clients in Idaho are provided by the Idaho Consumer Protection Act, Idaho Code § 48-601 et seq. You must ensure your conduct complies with these provisions. Idaho does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Idaho breach notification (Idaho Code § 28-51-104).

97. Illinois

If you practice in Illinois or if you deliver legal services in Illinois, the following provisions apply. You are regulated by the Illinois State Bar Association (voluntary); ARDC (regulatory) and are subject to discipline through the Attorney Registration and Disciplinary Commission (ARDC); Hearing Board; Review Board; Illinois Supreme Court. You must maintain client trust accounts in compliance with Illinois RPC Rule 1.15; IOLTA through Lawyers Trust Fund of Illinois. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Program. You must cooperate with any Client Protection Fund investigation. Illinois does not require you to carry malpractice insurance or to disclose your insurance status to clients. Illinois is an all-party consent state for recording purposes (720 ILCS 5/14-1 through 5/14-2); eavesdropping is a felony; recent reform narrowed scope but still requires all-party consent for private conversations. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Illinois. Regarding fee arrangements in Illinois: standard Rule 5.4 restrictions; fee disputes through ARDC; contingency fees regulated. The unauthorized practice of law is prohibited in Illinois under 705 ILCS 205/1. Attorney Act enforced by AG and state's attorneys. Consumer protections applicable to your clients in Illinois are provided by the Illinois Consumer Fraud and Deceptive Business Practices Act, 815 ILCS 505/1 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Illinois include compliance with the Illinois Biometric Information Privacy Act (BIPA), 740 ILCS 14/1 et seq. (strongest biometric privacy law in US; private right of action; statutory damages $1,000/$5,000 per violation); Illinois Personal Information Protection Act (815 ILCS 530); Illinois breach notification.

98. Indiana

If you practice in Indiana or if you deliver legal services in Indiana, the following provisions apply. You are regulated by the Indiana State Bar Association (voluntary) and are subject to discipline through the Indiana Supreme Court Disciplinary Commission; Hearing Officer. You must maintain client trust accounts in compliance with Indiana RPC Rule 1.15; IOLTA through Indiana Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Clients' Financial Assistance Fund. You must cooperate with any Client Protection Fund investigation. Indiana does not require you to carry malpractice insurance or to disclose your insurance status to clients. Indiana is a one-party consent state for recording purposes (Ind. Code § 35-33.5-5-5). Regarding fee arrangements in Indiana: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in Indiana under Ind. Code § 33-43-2-1. Consumer protections applicable to your clients in Indiana are provided by the Indiana Deceptive Consumer Sales Act, Ind. Code § 24-5-0.5-1 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Indiana include compliance with the Indiana Consumer Data Protection Act (effective Jan. 2026); breach notification (Ind. Code § 24-4.9).

99. Iowa

If you practice in Iowa or if you deliver legal services in Iowa, the following provisions apply. You are regulated by the Iowa State Bar Association (integrated/unified bar) and are subject to discipline through the Iowa Supreme Court Attorney Disciplinary Board; Grievance Commission. You must maintain client trust accounts in compliance with Iowa RPC Rule 32:1.15; IOLTA through Iowa State Bar Association. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Trust Fund. You must cooperate with any Client Protection Fund investigation. Iowa does not require you to carry malpractice insurance or to disclose your insurance status to clients. Iowa is a one-party consent state for recording purposes (Iowa Code § 808C.2). Regarding fee arrangements in Iowa: standard Rule 5.4 restrictions; integrated bar. The unauthorized practice of law is prohibited in Iowa under Iowa Code § 602.10111. Consumer protections applicable to your clients in Iowa are provided by the Iowa Consumer Fraud Act, Iowa Code § 714H.1 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Iowa include compliance with the Iowa Consumer Data Protection Act (ICDPA) (effective Jan. 2025); breach notification (Iowa Code § 715C).

100. Kansas

If you practice in Kansas or if you deliver legal services in Kansas, the following provisions apply. You are regulated by the Kansas Bar Association (voluntary) and are subject to discipline through the Disciplinary Administrator; Kansas Board for Discipline of Attorneys; Kansas Supreme Court. You must maintain client trust accounts in compliance with KRPC 1.15; IOLTA through Kansas Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Clients' Protection Fund. You must cooperate with any Client Protection Fund investigation. Kansas does not require you to carry malpractice insurance or to disclose your insurance status to clients. Kansas is a one-party consent state for recording purposes (K.S.A. § 21-6101). Regarding fee arrangements in Kansas: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in Kansas under contempt of court. Consumer protections applicable to your clients in Kansas are provided by the Kansas Consumer Protection Act, K.S.A. § 50-623 et seq. You must ensure your conduct complies with these provisions. Kansas does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Kansas breach notification (K.S.A. § 50-7a01).

101. Kentucky

If you practice in Kentucky or if you deliver legal services in Kentucky, the following provisions apply. You are regulated by the Kentucky Bar Association (integrated/unified bar) and are subject to discipline through the Kentucky Bar Association; Office of Bar Counsel; Board of Governors; Kentucky Supreme Court. You must maintain client trust accounts in compliance with SCR 3.130(1.15); IOLTA through Kentucky IOLTA Fund. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Clients' Security Fund. You must cooperate with any Client Protection Fund investigation. Kentucky does not require you to carry malpractice insurance or to disclose your insurance status to clients. Kentucky is a one-party consent state for recording purposes (KRS § 526.010). Regarding fee arrangements in Kentucky: standard Rule 5.4 restrictions; integrated bar. The unauthorized practice of law is prohibited in Kentucky under KRS § 524.130. Consumer protections applicable to your clients in Kentucky are provided by the Kentucky Consumer Protection Act, KRS § 367.110 et seq. You must ensure your conduct complies with these provisions. Kentucky does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Kentucky breach notification (KRS § 365.732).

102. Louisiana

If you practice in Louisiana or if you deliver legal services in Louisiana, the following provisions apply. You are regulated by the Louisiana State Bar Association (integrated/unified bar) and are subject to discipline through the Louisiana Attorney Disciplinary Board; Office of Disciplinary Counsel; Hearing Committees; Louisiana Supreme Court. You must maintain client trust accounts in compliance with Louisiana RPC Rule 1.15; IOLTA through Louisiana Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Assistance Fund. You must cooperate with any Client Protection Fund investigation. Louisiana does not require you to carry malpractice insurance or to disclose your insurance status to clients. Louisiana is a one-party consent state for recording purposes (La. R.S. 15:1303). Regarding fee arrangements in Louisiana: standard Rule 5.4 restrictions; civil law jurisdiction; community property regime under Louisiana Civil Code; forced heirship rules; contingency fees regulated. The unauthorized practice of law is prohibited in Louisiana under La. R.S. 37:213. Consumer protections applicable to your clients in Louisiana are provided by the Louisiana Unfair Trade Practices and Consumer Protection Law, La. R.S. 51:1401 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Louisiana include compliance with the Louisiana Database Security Breach Notification Law (La. R.S. 51:3071 et seq.); no comprehensive privacy statute.

103. Maine

If you practice in Maine or if you deliver legal services in Maine, the following provisions apply. You are regulated by the Maine State Bar Association (voluntary) and are subject to discipline through the Board of Overseers of the Bar; Grievance Commission; Maine Supreme Judicial Court. You must maintain client trust accounts in compliance with Maine RPC Rule 1.15; IOLTA through Maine Justice Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Fund. You must cooperate with any Client Protection Fund investigation. Maine does not require you to carry malpractice insurance or to disclose your insurance status to clients. Maine is a one-party consent state for recording purposes (15 M.R.S. § 709). Regarding fee arrangements in Maine: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in Maine under 4 M.R.S. § 807. Consumer protections applicable to your clients in Maine are provided by the Maine Unfair Trade Practices Act, 5 M.R.S. § 207 et seq. You must ensure your conduct complies with these provisions. Maine does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Maine breach notification (10 M.R.S. § 1348).

104. Maryland

If you practice in Maryland or if you deliver legal services in Maryland, the following provisions apply. You are regulated by the Maryland State Bar Association (voluntary) and are subject to discipline through the Attorney Grievance Commission; Peer Review Panels; Court of Appeals of Maryland (now Supreme Court of Maryland). You must maintain client trust accounts in compliance with Maryland RPC Rule 19-301.15; IOLTA through Maryland Legal Services Corporation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Fund of the Bar of Maryland. You must cooperate with any Client Protection Fund investigation. Maryland does not require you to carry malpractice insurance or to disclose your insurance status to clients. Maryland is an all-party consent state for recording purposes (Md. Code Cts. & Jud. Proc. § 10-402); felony for willful violation. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Maryland. Regarding fee arrangements in Maryland: standard Rule 5.4 restrictions; fee disputes through bar-sponsored programs. The unauthorized practice of law is prohibited in Maryland under Md. Code Bus. Occ. & Prof. § 10-601. Consumer protections applicable to your clients in Maryland are provided by the Maryland Consumer Protection Act, Md. Code Com. Law § 13-101 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Maryland include compliance with the Maryland Online Data Privacy Act (MODPA) (effective Oct. 2025); Maryland breach notification (Md. Code Com. Law § 14-3504).

105. Massachusetts

If you practice in Massachusetts or if you deliver legal services in Massachusetts, the following provisions apply. You are regulated by the Massachusetts Bar Association (voluntary) and are subject to discipline through the Board of Bar Overseers; Office of Bar Counsel; Supreme Judicial Court. You must maintain client trust accounts in compliance with Massachusetts RPC Rule 1.15; IOLTA through IOLTA Committee of the Supreme Judicial Court. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Clients' Security Board. You must cooperate with any Client Protection Fund investigation. Massachusetts does not require you to carry malpractice insurance or to disclose your insurance status to clients. Massachusetts is an all-party consent state for recording purposes (M.G.L. c. 272 § 99); criminal felony; strictly enforced. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Massachusetts. Regarding fee arrangements in Massachusetts: standard Rule 5.4 restrictions; fee disputes through bar-sponsored programs; contingency fee regulation. The unauthorized practice of law is prohibited in Massachusetts under M.G.L. c. 221 § 46A. Consumer protections applicable to your clients in Massachusetts are provided by the Massachusetts Consumer Protection Act (Chapter 93A), M.G.L. c. 93A § 1 et seq.; provides treble damages and attorneys' fees; one of strongest consumer protection statutes in US. You must ensure your conduct complies with these provisions. Your data protection obligations in Massachusetts include compliance with the Massachusetts data breach notification (M.G.L. c. 93H); Massachusetts data security regulations (201 CMR 17.00; one of most prescriptive data security regulations in US); no comprehensive privacy statute.

106. Michigan

If you practice in Michigan or if you deliver legal services in Michigan, the following provisions apply. You are regulated by the State Bar of Michigan (integrated/unified bar) and are subject to discipline through the Attorney Grievance Commission; Attorney Discipline Board; Michigan Supreme Court. You must maintain client trust accounts in compliance with MRPC 1.15; IOLTA through Michigan State Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Fund. You must cooperate with any Client Protection Fund investigation. Michigan does not require you to carry malpractice insurance or to disclose your insurance status to clients. Michigan is a one-party consent state for recording purposes One-party consent for telephone/electronic; all-party consent required for in-person (eavesdropping) (MCL § 750.539c-539d). Regarding fee arrangements in Michigan: standard Rule 5.4 restrictions; fee disputes through State Bar grievance process. The unauthorized practice of law is prohibited in Michigan under contempt proceedings through circuit court. Consumer protections applicable to your clients in Michigan are provided by the Michigan Consumer Protection Act, MCL § 445.901 et seq. You must ensure your conduct complies with these provisions. Michigan does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Michigan Identity Theft Protection Act (MCL § 445.61 et seq.).

107. Minnesota

If you practice in Minnesota or if you deliver legal services in Minnesota, the following provisions apply. You are regulated by the Minnesota State Bar Association (voluntary) and are subject to discipline through the Office of Lawyers Professional Responsibility; Lawyers Professional Responsibility Board; Minnesota Supreme Court. You must maintain client trust accounts in compliance with Minnesota RPC Rule 1.15; IOLTA through Minnesota State Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Board. You must cooperate with any Client Protection Fund investigation. Minnesota does not require you to carry malpractice insurance or to disclose your insurance status to clients. Minnesota is a one-party consent state for recording purposes (Minn. Stat. § 626A.02). Regarding fee arrangements in Minnesota: standard Rule 5.4 restrictions; fee disputes through OLPR. The unauthorized practice of law is prohibited in Minnesota under Minn. Stat. § 481.02. Consumer protections applicable to your clients in Minnesota are provided by the Minnesota Prevention of Consumer Fraud Act, Minn. Stat. § 325F.68 et seq.; Minnesota Deceptive Trade Practices Act, § 325D.43 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Minnesota include compliance with the Minnesota Consumer Data Privacy Act (MCDPA) (effective July 2025); breach notification (Minn. Stat. § 325E.61).

108. Mississippi

If you practice in Mississippi or if you deliver legal services in Mississippi, the following provisions apply. You are regulated by the The Mississippi Bar (integrated/unified bar) and are subject to discipline through the The Mississippi Bar; Committee on Professional Responsibility; Mississippi Supreme Court. You must maintain client trust accounts in compliance with Mississippi RPC Rule 1.15; IOLTA through Mississippi Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Mississippi does not require you to carry malpractice insurance or to disclose your insurance status to clients. Mississippi is a one-party consent state for recording purposes (Miss. Code § 41-29-531). Regarding fee arrangements in Mississippi: standard Rule 5.4 restrictions; separate Chancery Court for equity matters. The unauthorized practice of law is prohibited in Mississippi under Miss. Code § 73-3-55. Consumer protections applicable to your clients in Mississippi are provided by the Mississippi Consumer Protection Act, Miss. Code § 75-24-1 et seq. You must ensure your conduct complies with these provisions. Mississippi does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Mississippi breach notification (Miss. Code § 75-24-29).

109. Missouri

If you practice in Missouri or if you deliver legal services in Missouri, the following provisions apply. You are regulated by the The Missouri Bar (integrated/unified bar) and are subject to discipline through the Office of Chief Disciplinary Counsel; Advisory Committee; Missouri Supreme Court. You must maintain client trust accounts in compliance with Missouri RPC Rule 4-1.15; IOLTA through Missouri Lawyer Trust Account Foundation (MOLTAF). If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Missouri does not require you to carry malpractice insurance or to disclose your insurance status to clients. Missouri is a one-party consent state for recording purposes (Mo. Rev. Stat. § 542.402). Regarding fee arrangements in Missouri: standard Rule 5.4 restrictions; fee disputes through bar. The unauthorized practice of law is prohibited in Missouri under Supreme Court Rule 5.29. Consumer protections applicable to your clients in Missouri are provided by the Missouri Merchandising Practices Act, Mo. Rev. Stat. § 407.010 et seq. You must ensure your conduct complies with these provisions. Missouri does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Missouri breach notification (Mo. Rev. Stat. § 407.1500).

110. Montana

If you practice in Montana or if you deliver legal services in Montana, the following provisions apply. You are regulated by the State Bar of Montana (integrated/unified bar) and are subject to discipline through the Office of Disciplinary Counsel; Commission on Practice; Montana Supreme Court. You must maintain client trust accounts in compliance with Montana RPC Rule 1.15; IOLTA through Montana Justice Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Montana does not require you to carry malpractice insurance or to disclose your insurance status to clients. Montana is an all-party consent state for recording purposes (MCA § 45-8-213); prior consent of all parties required. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Montana. Regarding fee arrangements in Montana: standard Rule 5.4 restrictions; no intermediate appellate court. The unauthorized practice of law is prohibited in Montana under MCA § 37-61-201. Consumer protections applicable to your clients in Montana are provided by the Montana Unfair Trade Practices and Consumer Protection Act, MCA § 30-14-101 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Montana include compliance with the Montana Consumer Data Privacy Act (effective Oct. 2024); breach notification (MCA § 30-14-1704).

111. Nebraska

If you practice in Nebraska or if you deliver legal services in Nebraska, the following provisions apply. You are regulated by the Nebraska State Bar Association (integrated/unified bar) and are subject to discipline through the Counsel for Discipline; Committee on Inquiry; Nebraska Supreme Court. You must maintain client trust accounts in compliance with Nebraska RPC § 3-501.15; IOLTA through Nebraska Lawyers Trust Account Foundation (NLTAF). If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Nebraska does not require you to carry malpractice insurance or to disclose your insurance status to clients. Nebraska is a one-party consent state for recording purposes (Neb. Rev. Stat. § 86-290). Regarding fee arrangements in Nebraska: standard Rule 5.4 restrictions; integrated bar. The unauthorized practice of law is prohibited in Nebraska under Neb. Rev. Stat. § 7-101. Consumer protections applicable to your clients in Nebraska are provided by the Nebraska Consumer Protection Act, Neb. Rev. Stat. § 59-1601 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Nebraska include compliance with the Nebraska Data Privacy Act (NDPA) (effective Jan. 2025); breach notification (Neb. Rev. Stat. § 87-802).

112. Nevada

If you practice in Nevada or if you deliver legal services in Nevada, the following provisions apply. You are regulated by the State Bar of Nevada (integrated/unified bar) and are subject to discipline through the State Bar of Nevada; Southern Nevada Disciplinary Board; Northern Nevada Disciplinary Board; Nevada Supreme Court. You must maintain client trust accounts in compliance with Nevada RPC Rule 1.15; IOLTA through Nevada Law Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Nevada does not require you to carry malpractice insurance or to disclose your insurance status to clients. Nevada is a one-party consent state for recording purposes (NRS § 200.620). Regarding fee arrangements in Nevada: standard Rule 5.4 restrictions; gaming law practice significant. The unauthorized practice of law is prohibited in Nevada under NRS § 7.285. Consumer protections applicable to your clients in Nevada are provided by the Nevada Deceptive Trade Practices Act, NRS § 598.0903 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Nevada include compliance with the Nevada SB 220 (opt-out right for sale of personal information, NRS § 603A.340); Nevada breach notification (NRS § 603A.220).

113. New Hampshire

If you practice in New Hampshire or if you deliver legal services in New Hampshire, the following provisions apply. You are regulated by the New Hampshire Bar Association (integrated/unified bar) and are subject to discipline through the Attorney Discipline Office; Professional Conduct Committee; New Hampshire Supreme Court. You must maintain client trust accounts in compliance with New Hampshire RPC Rule 1.15; IOLTA through NH Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Indemnity Fund. You must cooperate with any Client Protection Fund investigation. New Hampshire does not require you to carry malpractice insurance but does require you to disclose to each client whether you carry insurance (Mandatory disclosure required (NH Rule 1.4(c))). New Hampshire is an all-party consent state for recording purposes (RSA § 570-A:2); criminal offense. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in New Hampshire. Regarding fee arrangements in New Hampshire: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in New Hampshire under RSA § 311:7. Consumer protections applicable to your clients in New Hampshire are provided by the New Hampshire Consumer Protection Act, RSA § 358-A:1 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in New Hampshire include compliance with the New Hampshire Privacy Act (effective Jan. 2025); breach notification (RSA § 359-C:20).

114. New Jersey

If you practice in New Jersey or if you deliver legal services in New Jersey, the following provisions apply. You are regulated by the New Jersey State Bar Association (voluntary) and are subject to discipline through the Office of Attorney Ethics (OAE); District Ethics Committees; Disciplinary Review Board (DRB); New Jersey Supreme Court. You must maintain client trust accounts in compliance with NJ RPC 1.15; NJ Court Rule 1:21-6 (trust account rules); IOLTA through IOLTA Fund of the Bar of New Jersey. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection (one of oldest in US). You must cooperate with any Client Protection Fund investigation. New Jersey does not require you to carry malpractice insurance or to disclose your insurance status to clients. New Jersey is a one-party consent state for recording purposes (N.J.S.A. § 2A:156A-4). Regarding fee arrangements in New Jersey: standard Rule 5.4 restrictions; CFA provides treble damages for consumers; mandatory fee arbitration available through district fee arbitration committees; lawyer referral services must comply with RPC 7.3 and may require court approval. The unauthorized practice of law is prohibited in New Jersey under N.J.S.A. § 2C:21-22. Unauthorized practice committee actively investigates. Consumer protections applicable to your clients in New Jersey are provided by the New Jersey Consumer Fraud Act (CFA), N.J.S.A. § 56:8-1 et seq.; provides treble damages and attorneys' fees; broadly construed by NJ courts. You must ensure your conduct complies with these provisions. Your data protection obligations in New Jersey include compliance with the New Jersey Data Privacy Act (NJDPA) (effective Jan. 2025); breach notification (N.J.S.A. § 56:8-163).

115. New Mexico

If you practice in New Mexico or if you deliver legal services in New Mexico, the following provisions apply. You are regulated by the State Bar of New Mexico (integrated/unified bar) and are subject to discipline through the Disciplinary Board; Office of Disciplinary Counsel; New Mexico Supreme Court. You must maintain client trust accounts in compliance with NM RPC Rule 16-115; IOLTA through New Mexico State Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Fund. You must cooperate with any Client Protection Fund investigation. New Mexico does not require you to carry malpractice insurance or to disclose your insurance status to clients. New Mexico is a one-party consent state for recording purposes (NMSA § 30-12-1). Regarding fee arrangements in New Mexico: standard Rule 5.4 restrictions; community property state; tribal law practice significant. The unauthorized practice of law is prohibited in New Mexico under NMSA § 36-2-27. Consumer protections applicable to your clients in New Mexico are provided by the New Mexico Unfair Practices Act, NMSA § 57-12-1 et seq. You must ensure your conduct complies with these provisions. New Mexico does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: NM breach notification (NMSA § 57-12C-1).

116. New York

If you practice in New York or if you deliver legal services in New York, the following provisions apply. You are regulated by the New York State Bar Association (NYSBA; voluntary; plus NYC Bar Association, county bars) and are subject to discipline through the Attorney Grievance Committees (1st Department: Manhattan/Bronx; 2nd Department: Brooklyn/Queens/Staten Island/Nassau/Suffolk/Westchester etc.; 3rd Department: Albany region; 4th Department: Rochester/Buffalo region); Appellate Division of the Supreme Court; Committee on Professional Standards. You must maintain client trust accounts in compliance with NY RPC Rule 1.15; Judiciary Law § 497; 22 NYCRR Part 1200; IOLTA through IOLA Fund of the State of New York. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection of the State of New York. You must cooperate with any Client Protection Fund investigation. New York does not require you to carry malpractice insurance or to disclose your insurance status to clients. New York is a one-party consent state for recording purposes (N.Y. Penal Law § 250.00; N.Y. CPLR § 4506). Regarding fee arrangements in New York: fee-splitting with non-lawyers prohibited (Rule 5.4); referral fees governed by Rule 7.2; mandatory written engagement letter for certain matters (22 NYCRR Part 1215: domestic relations, personal injury, real estate); mandatory fee arbitration for fee disputes (22 NYCRR Part 137; applies to fees of $1,000 to $50,000); attorney advertising rules (Rules 7.1-7.5) with filing requirements (attorney advertisements must be filed with the Attorney Grievance Committee within a specified period); IOLTA under Judiciary Law § 497; retainer statements required in certain matters; hourly rates among highest in US. The unauthorized practice of law is prohibited in New York under Judiciary Law § 478-486 (criminal misdemeanor under § 485). Unauthorized use of title 'lawyer' or 'attorney' is a criminal offense. Committees on UPL actively investigate. Regarding lawyer referral services: lawyer referral services in New York must comply with the Appellate Division rules; NYC Bar Lawyer Referral Service is a certified service; for-profit referral services are scrutinized under Rule 7.2 and Judiciary Law. Consumer protections applicable to your clients in New York are provided by the New York General Business Law § 349 (Deceptive Acts and Practices; provides $50 statutory damages, treble damages up to $1,000, and attorneys' fees) and § 350 (False Advertising). You must ensure your conduct complies with these provisions. Your data protection obligations in New York include compliance with the New York SHIELD Act (Gen. Bus. Law § 899-aa; requires reasonable security for private information; expanded breach notification requirements); NYC biometric information privacy provisions (NYC Admin. Code § 22-1201 et seq.); proposed NY Privacy Act (not yet enacted as of March 2026).

117. North Carolina

If you practice in North Carolina or if you deliver legal services in North Carolina, the following provisions apply. You are regulated by the North Carolina State Bar (integrated/unified bar) and are subject to discipline through the North Carolina State Bar; Grievance Committee; Disciplinary Hearing Commission; NC Supreme Court. You must maintain client trust accounts in compliance with NC RPC Rule 1.15; IOLTA through NC IOLTA. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. North Carolina does not require you to carry malpractice insurance or to disclose your insurance status to clients. North Carolina is a one-party consent state for recording purposes (N.C.G.S. § 15A-287). Regarding fee arrangements in North Carolina: standard Rule 5.4 restrictions; state bar certified specialization program (bankruptcy, criminal, estate planning, family, immigration, real property, social security disability, workers' comp). The unauthorized practice of law is prohibited in North Carolina under N.C.G.S. § 84-4 through 84-8, actively enforced by State Bar. Consumer protections applicable to your clients in North Carolina are provided by the North Carolina Unfair and Deceptive Trade Practices Act, N.C.G.S. § 75-1.1 et seq. (treble damages; broadly construed). You must ensure your conduct complies with these provisions. Your data protection obligations in North Carolina include compliance with the NC breach notification law (N.C.G.S. § 75-65); no comprehensive state privacy statute.

118. North Dakota

If you practice in North Dakota or if you deliver legal services in North Dakota, the following provisions apply. You are regulated by the State Bar Association of North Dakota (integrated/unified bar) and are subject to discipline through the Disciplinary Board; Inquiry Committee; Supreme Court of North Dakota. You must maintain client trust accounts in compliance with ND RPC Rule 1.15; IOLTA through ND Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. North Dakota does not require you to carry malpractice insurance or to disclose your insurance status to clients. North Dakota is a one-party consent state for recording purposes (N.D.C.C. § 12.1-15-02). Regarding fee arrangements in North Dakota: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in North Dakota under N.D.C.C. § 27-11-01. Consumer protections applicable to your clients in North Dakota are provided by the North Dakota Consumer Fraud Act, N.D.C.C. § 51-15-01 et seq. You must ensure your conduct complies with these provisions. North Dakota does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: ND breach notification (N.D.C.C. § 51-30-01).

119. Ohio

If you practice in Ohio or if you deliver legal services in Ohio, the following provisions apply. You are regulated by the Ohio State Bar Association (voluntary) and are subject to discipline through the Office of Disciplinary Counsel; Board of Professional Conduct; Supreme Court of Ohio. You must maintain client trust accounts in compliance with Ohio Prof.Cond.R. 1.15; IOLTA through Ohio Legal Assistance Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Ohio does not require you to carry malpractice insurance but does require you to disclose to each client whether you carry insurance (Mandatory disclosure required (Prof.Cond.R. 1.4(c))). Ohio is a one-party consent state for recording purposes (ORC § 2933.52). Regarding fee arrangements in Ohio: standard Rule 5.4 restrictions; mandatory fee arbitration available in some jurisdictions. The unauthorized practice of law is prohibited in Ohio under ORC § 4705.01 et seq., enforced by Supreme Court through UPL committee. Consumer protections applicable to your clients in Ohio are provided by the Ohio Consumer Sales Practices Act, ORC § 1345.01 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Ohio include compliance with the Ohio Data Protection Act (safe harbor for businesses with cybersecurity programs; ORC § 1354.01 et seq.); Ohio breach notification (ORC § 1349.19).

120. Oklahoma

If you practice in Oklahoma or if you deliver legal services in Oklahoma, the following provisions apply. You are regulated by the Oklahoma Bar Association (integrated/unified bar) and are subject to discipline through the Oklahoma Bar Association; Professional Responsibility Tribunal; Professional Responsibility Commission; Oklahoma Supreme Court. You must maintain client trust accounts in compliance with Oklahoma RPC Rule 1.15; IOLTA through Oklahoma Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client's Security Fund. You must cooperate with any Client Protection Fund investigation. Oklahoma does not require you to carry malpractice insurance or to disclose your insurance status to clients. Oklahoma is a one-party consent state for recording purposes (13 O.S. § 176.4). Regarding fee arrangements in Oklahoma: standard Rule 5.4 restrictions; tribal law practice significant (McGirt v. Oklahoma implications). The unauthorized practice of law is prohibited in Oklahoma under 5 O.S. § 26. Consumer protections applicable to your clients in Oklahoma are provided by the Oklahoma Consumer Protection Act, 15 O.S. § 751 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Oklahoma include compliance with the Oklahoma breach notification (24 O.S. § 163); no comprehensive state privacy statute.

121. Oregon

If you practice in Oregon or if you deliver legal services in Oregon, the following provisions apply. You are regulated by the Oregon State Bar (integrated/unified bar) and are subject to discipline through the Disciplinary Counsel; Disciplinary Board; Oregon Supreme Court. You must maintain client trust accounts in compliance with Oregon RPC Rule 1.15; IOLTA through Oregon Law Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Oregon requires all active bar members to carry malpractice insurance. You must maintain malpractice insurance through the Oregon State Bar Professional Liability Fund (PLF); the only state in the US requiring all active bar members to carry malpractice insurance; minimum coverage: $300,000 per claim / $300,000 aggregate. Oregon is a one-party consent state for recording purposes (ORS § 165.540). Regarding fee arrangements in Oregon: standard Rule 5.4 restrictions; mandatory malpractice insurance (Oregon is the only US state that requires all active members of the bar to carry malpractice insurance through the Professional Liability Fund); cannabis law practice permitted; Oregon has implemented paraprofessional licensing pilot. The unauthorized practice of law is prohibited in Oregon under ORS § 9.160 and § 9.166. Consumer protections applicable to your clients in Oregon are provided by the Oregon Unlawful Trade Practices Act, ORS § 646.605 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Oregon include compliance with the Oregon Consumer Privacy Act (OCPA) (effective July 2024); Oregon breach notification (ORS § 646A.604).

122. Pennsylvania

If you practice in Pennsylvania or if you deliver legal services in Pennsylvania, the following provisions apply. You are regulated by the Pennsylvania Bar Association (voluntary) and are subject to discipline through the Disciplinary Board of the Supreme Court of Pennsylvania; Office of Disciplinary Counsel (ODC operates in 4 districts); Supreme Court of Pennsylvania. You must maintain client trust accounts in compliance with Pennsylvania RPC Rule 1.15; IOLTA through Pennsylvania IOLTA Board. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers Fund for Client Security. You must cooperate with any Client Protection Fund investigation. Pennsylvania does not require you to carry malpractice insurance but does require you to disclose to each client whether you carry insurance (Mandatory disclosure required (Pa.R.P.C. 1.4(c))). Pennsylvania is an all-party consent state for recording purposes (18 Pa.C.S. § 5703-5704); felony offense for unlawful interception; strictly enforced. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Pennsylvania. Regarding fee arrangements in Pennsylvania: standard Rule 5.4 restrictions; mass tort practice hub (Philadelphia Court of Common Pleas, Complex Litigation Center). The unauthorized practice of law is prohibited in Pennsylvania under 42 Pa.C.S. § 2524. Unauthorized Practice of Law Committee investigates. Consumer protections applicable to your clients in Pennsylvania are provided by the Pennsylvania Unfair Trade Practices and Consumer Protection Law (UTPCPL), 73 P.S. § 201-1 et seq. (treble damages up to $100; AG enforcement). You must ensure your conduct complies with these provisions. Your data protection obligations in Pennsylvania include compliance with the PA breach notification law (73 P.S. § 2303); no comprehensive state privacy statute.

123. Rhode Island

If you practice in Rhode Island or if you deliver legal services in Rhode Island, the following provisions apply. You are regulated by the Rhode Island Bar Association (integrated/unified bar) and are subject to discipline through the Disciplinary Counsel; Disciplinary Board; Supreme Court of Rhode Island. You must maintain client trust accounts in compliance with RI RPC Rule 1.15; IOLTA through RI Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Reimbursement Fund. You must cooperate with any Client Protection Fund investigation. Rhode Island does not require you to carry malpractice insurance or to disclose your insurance status to clients. Rhode Island is a one-party consent state for recording purposes (R.I. Gen. Laws § 12-5.1-13). Regarding fee arrangements in Rhode Island: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in Rhode Island under R.I. Gen. Laws § 11-27-14. Consumer protections applicable to your clients in Rhode Island are provided by the Rhode Island Deceptive Trade Practices Act, R.I. Gen. Laws § 6-13.1-1 et seq. You must ensure your conduct complies with these provisions. Rhode Island does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: RI breach notification (R.I. Gen. Laws § 11-49.3).

124. South Carolina

If you practice in South Carolina or if you deliver legal services in South Carolina, the following provisions apply. You are regulated by the South Carolina Bar (integrated/unified bar) and are subject to discipline through the Office of Disciplinary Counsel; Commission on Lawyer Conduct; Commission on Judicial Conduct; SC Supreme Court. You must maintain client trust accounts in compliance with SC RPC Rule 1.15; IOLTA through SC Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. South Carolina does not require you to carry malpractice insurance or to disclose your insurance status to clients. South Carolina is a one-party consent state for recording purposes (S.C. Code § 17-30-30). Regarding fee arrangements in South Carolina: standard Rule 5.4 restrictions; state bar specialty certification available. The unauthorized practice of law is prohibited in South Carolina under S.C. Code § 40-5-310. Consumer protections applicable to your clients in South Carolina are provided by the South Carolina Unfair Trade Practices Act, S.C. Code § 39-5-10 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in South Carolina include compliance with the SC Insurance Data Security Act; SC breach notification (S.C. Code § 39-1-90).

125. South Dakota

If you practice in South Dakota or if you deliver legal services in South Dakota, the following provisions apply. You are regulated by the State Bar of South Dakota (integrated/unified bar) and are subject to discipline through the Disciplinary Board; Supreme Court of South Dakota. You must maintain client trust accounts in compliance with SD RPC Rule 1.15; IOLTA through SD Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. South Dakota does not require you to carry malpractice insurance but does require you to disclose to each client whether you carry insurance (Mandatory disclosure required (SDCL § 16-18-20.1)). South Dakota is a one-party consent state for recording purposes (SDCL § 23A-35A-20). Regarding fee arrangements in South Dakota: standard Rule 5.4 restrictions; dynasty trust/asset protection trust hub; no state income tax. The unauthorized practice of law is prohibited in South Dakota under SDCL § 16-18-34. Consumer protections applicable to your clients in South Dakota are provided by the South Dakota Deceptive Trade Practices Act, SDCL § 37-24-1 et seq. You must ensure your conduct complies with these provisions. South Dakota does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: SD breach notification (SDCL § 22-40-19 et seq.).

126. Tennessee

If you practice in Tennessee or if you deliver legal services in Tennessee, the following provisions apply. You are regulated by the Tennessee Bar Association (voluntary) and are subject to discipline through the Board of Professional Responsibility; Hearing Panels; Tennessee Supreme Court. You must maintain client trust accounts in compliance with Tennessee RPC Rule 1.15; IOLTA through Tennessee Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Tennessee Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Tennessee does not require you to carry malpractice insurance or to disclose your insurance status to clients. Tennessee is a one-party consent state for recording purposes (Tenn. Code § 40-6-303). Regarding fee arrangements in Tennessee: standard Rule 5.4 restrictions; state bar specialty certification available in several areas. The unauthorized practice of law is prohibited in Tennessee under Tenn. Code § 23-3-103. Consumer protections applicable to your clients in Tennessee are provided by the Tennessee Consumer Protection Act, Tenn. Code § 47-18-101 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Tennessee include compliance with the Tennessee Information Protection Act (TIPA) (effective July 2025); breach notification (Tenn. Code § 47-18-2107).

127. Texas

If you practice in Texas or if you deliver legal services in Texas, the following provisions apply. You are regulated by the State Bar of Texas (integrated/unified bar; ~100,000+ active members, second-largest US bar) and are subject to discipline through the State Bar of Texas; Commission for Lawyer Discipline; State Bar Grievance Committee; Board of Disciplinary Appeals; Supreme Court of Texas. You must maintain client trust accounts in compliance with Texas Disciplinary Rules of Professional Conduct, Rule 1.14 (trust accounts); IOLTA through Texas Access to Justice Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Texas does not require you to carry malpractice insurance or to disclose your insurance status to clients. Texas is a one-party consent state for recording purposes (Tex. Penal Code § 16.02). Regarding fee arrangements in Texas: fee-splitting restrictions per Rule 5.04; contingency fees regulated by Rule 1.04; mandatory written fee agreement for contingency matters; mandatory fee dispute resolution through State Bar Act; lawyer referral service registration required (Tex. Gov't Code § 81.035); State Bar of Texas operates lawyer referral service. The unauthorized practice of law is prohibited in Texas under Tex. Gov't Code § 81.101-81.104. UPL Committee of the State Bar actively investigates. Also Tex. Penal Code § 38.123 (barratry). Regarding lawyer referral services: lawyer referral services must register with State Bar of Texas (Tex. Gov't Code § 81.035); for-profit referral services regulated; barratry (illegal solicitation) aggressively prosecuted. Consumer protections applicable to your clients in Texas are provided by the Texas Deceptive Trade Practices-Consumer Protection Act (DTPA), Tex. Bus. & Com. Code § 17.41 et seq.; provides treble damages for knowing or intentional violations; one of strongest DTPA statutes in US. You must ensure your conduct complies with these provisions. Your data protection obligations in Texas include compliance with the Texas Data Privacy and Security Act (TDPSA) (effective July 2024); Capture or Use of Biometric Identifier Act (CUBI, Tex. Bus. & Com. Code § 503.001); breach notification (Tex. Bus. & Com. Code § 521.053).

128. Utah

If you practice in Utah or if you deliver legal services in Utah, the following provisions apply. You are regulated by the Utah State Bar (integrated/unified bar) and are subject to discipline through the Office of Professional Conduct; Screening Panel; Ethics and Discipline Committee; Utah Supreme Court. You must maintain client trust accounts in compliance with Utah RPC Rule 1.15; IOLTA through Utah Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Utah does not require you to carry malpractice insurance or to disclose your insurance status to clients. Utah is a one-party consent state for recording purposes (Utah Code § 77-23a-4). Regarding fee arrangements in Utah: utah Regulatory Sandbox (administered by Utah Supreme Court's Office of Legal Services Innovation) permits non-lawyer ownership and innovative legal service delivery models, including technology platforms providing legal services under sandbox supervision; Rule 5.4 substantially modified within sandbox; sandbox entities must report outcomes and consumer protection metrics. The unauthorized practice of law is prohibited in Utah under Utah Code § 78B-3-103. But Regulatory Sandbox creates exceptions for approved entities. Consumer protections applicable to your clients in Utah are provided by the Utah Consumer Sales Practices Act, Utah Code § 13-11-1 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Utah include compliance with the Utah Consumer Privacy Act (UCPA) (effective Dec. 2023); breach notification (Utah Code § 13-44-101).

129. Vermont

If you practice in Vermont or if you deliver legal services in Vermont, the following provisions apply. You are regulated by the Vermont Bar Association (voluntary) and are subject to discipline through the Professional Responsibility Board; Disciplinary Counsel; Vermont Supreme Court. You must maintain client trust accounts in compliance with Vermont RPC Rule 1.15; IOLTA through Vermont Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Vermont does not require you to carry malpractice insurance or to disclose your insurance status to clients. Vermont is a one-party consent state for recording purposes (13 V.S.A. § 1051). Regarding fee arrangements in Vermont: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in Vermont under 3 V.S.A. § 129. Consumer protections applicable to your clients in Vermont are provided by the Vermont Consumer Protection Act, 9 V.S.A. § 2451 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Vermont include compliance with the Vermont Data Broker Law (9 V.S.A. § 2446 et seq.; requires data broker registration); comprehensive breach notification (9 V.S.A. § 2430); Vermont was early mover on data broker regulation.

130. Virginia

If you practice in Virginia or if you deliver legal services in Virginia, the following provisions apply. You are regulated by the Virginia State Bar (integrated/unified bar) and are subject to discipline through the Virginia State Bar; District Committees; Disciplinary Board; Virginia Supreme Court. You must maintain client trust accounts in compliance with Virginia RPC Rule 1.15; IOLTA through Virginia Law Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Fund. You must cooperate with any Client Protection Fund investigation. Virginia does not require you to carry malpractice insurance but does require you to disclose to each client whether you carry insurance (Mandatory disclosure required (Va. RPC 1.4(c); must inform client in writing if not carrying insurance)). Virginia is a one-party consent state for recording purposes (Va. Code § 19.2-62). Regarding fee arrangements in Virginia: standard Rule 5.4 restrictions; government contracts practice hub (Northern Virginia/DC corridor). The unauthorized practice of law is prohibited in Virginia under Va. Code § 54.1-3904. Consumer protections applicable to your clients in Virginia are provided by the Virginia Consumer Protection Act, Va. Code § 59.1-196 et seq. You must ensure your conduct complies with these provisions. Your data protection obligations in Virginia include compliance with the Virginia Consumer Data Protection Act (VCDPA) (effective Jan. 2023; first comprehensive state privacy law after California); Va. Code § 59.1-575 et seq.; enforced by AG; breach notification (Va. Code § 18.2-186.6).

131. Washington

If you practice in Washington or if you deliver legal services in Washington, the following provisions apply. You are regulated by the Washington State Bar Association (WSBA; integrated/unified bar) and are subject to discipline through the Office of Disciplinary Counsel; WSBA Disciplinary Board; Washington Supreme Court. You must maintain client trust accounts in compliance with Washington RPC 1.15; IOLTA through Legal Foundation of Washington. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Protection Fund. You must cooperate with any Client Protection Fund investigation. Washington does not require you to carry malpractice insurance or to disclose your insurance status to clients. Washington is an all-party consent state for recording purposes (RCW § 9.73.030); consent of all parties required; violation is a gross misdemeanor. You must follow enhanced recording consent procedures for Scoping Calls where you or the client are located in Washington. Regarding fee arrangements in Washington: standard Rule 5.4 restrictions; Licensed Legal Technician (LLLT) program authorized limited practice of law by non-lawyers (program was wound down in 2020 but legacy practitioners remain active); Limited Practice Officer (LPO) program permits non-lawyers to select and prepare legal documents for real estate closings. The unauthorized practice of law is prohibited in Washington under RCW § 2.48.170 and § 2.48.180. But LPO and legacy LLLT programs create limited exceptions. Consumer protections applicable to your clients in Washington are provided by the Washington Consumer Protection Act (CPA), RCW § 19.86 et seq.; broad remedies including treble damages up to $25,000. You must ensure your conduct complies with these provisions. Your data protection obligations in Washington include compliance with the Washington My Health My Data Act (RCW § 19.373; health data privacy, effective March 2024); WA biometric provisions (RCW § 19.375); breach notification (RCW § 19.255.010); no comprehensive general privacy statute as of March 2026 (WA Privacy Act has been introduced multiple times but not enacted).

132. West Virginia

If you practice in West Virginia or if you deliver legal services in West Virginia, the following provisions apply. You are regulated by the West Virginia State Bar (integrated/unified bar) and are subject to discipline through the Office of Disciplinary Counsel; Lawyer Disciplinary Board; Hearing Panel Subcommittees; WV Supreme Court of Appeals. You must maintain client trust accounts in compliance with WV RPC Rule 1.15; IOLTA through West Virginia State Bar. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Lawyer Disciplinary Fund (with client reimbursement component). You must cooperate with any Client Protection Fund investigation. West Virginia does not require you to carry malpractice insurance or to disclose your insurance status to clients. West Virginia is a one-party consent state for recording purposes (W. Va. Code § 62-1D-3). Regarding fee arrangements in West Virginia: standard Rule 5.4 restrictions. The unauthorized practice of law is prohibited in West Virginia under W. Va. Code § 30-2-4. Consumer protections applicable to your clients in West Virginia are provided by the West Virginia Consumer Credit and Protection Act, W. Va. Code § 46A-1-101 et seq. You must ensure your conduct complies with these provisions. West Virginia does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: WV breach notification (W. Va. Code § 46A-2A-101 et seq.).

133. Wisconsin

If you practice in Wisconsin or if you deliver legal services in Wisconsin, the following provisions apply. You are regulated by the State Bar of Wisconsin (integrated/unified bar) and are subject to discipline through the Office of Lawyer Regulation; Preliminary Review Committee; Referee; Wisconsin Supreme Court. You must maintain client trust accounts in compliance with Wisconsin SCR 20:1.15; IOLTA through Wisconsin Trust Account Foundation (WisTAF). If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Wisconsin Lawyers' Fund for Client Protection. You must cooperate with any Client Protection Fund investigation. Wisconsin does not require you to carry malpractice insurance or to disclose your insurance status to clients. Wisconsin is a one-party consent state for recording purposes (Wis. Stat. § 968.31). Regarding fee arrangements in Wisconsin: standard Rule 5.4 restrictions; fee disputes through State Bar fee arbitration; Wisconsin is one of only two states (with New Hampshire) that grants a "diploma privilege" allowing graduates of in-state law schools (University of Wisconsin and Marquette University) to be admitted to the bar without passing the bar exam. The unauthorized practice of law is prohibited in Wisconsin under Wis. Stat. § 757.30. Consumer protections applicable to your clients in Wisconsin are provided by the Wisconsin Deceptive Trade Practices Act, Wis. Stat. § 100.18 et seq. You must ensure your conduct complies with these provisions. Wisconsin does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Wisconsin breach notification (Wis. Stat. § 134.98).

134. Wyoming

If you practice in Wyoming or if you deliver legal services in Wyoming, the following provisions apply. You are regulated by the Wyoming State Bar (integrated/unified bar) and are subject to discipline through the Board of Professional Responsibility; Bar Counsel; Wyoming Supreme Court. You must maintain client trust accounts in compliance with Wyoming RPC Rule 1.15; IOLTA through Wyoming State Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Client Security Fund. You must cooperate with any Client Protection Fund investigation. Wyoming does not require you to carry malpractice insurance or to disclose your insurance status to clients. Wyoming is a one-party consent state for recording purposes (Wyo. Stat. § 7-3-702). Regarding fee arrangements in Wyoming: standard Rule 5.4 restrictions; no state income tax; LLC and business formation pioneer. The unauthorized practice of law is prohibited in Wyoming under Wyo. Stat. § 33-5-117. Consumer protections applicable to your clients in Wyoming are provided by the Wyoming Consumer Protection Act, Wyo. Stat. § 40-12-101 et seq. You must ensure your conduct complies with these provisions. Wyoming does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: Wyoming breach notification (Wyo. Stat. § 40-12-501 et seq.).

135. District of Columbia

If you practice in District of Columbia or if you deliver legal services in District of Columbia, the following provisions apply. You are regulated by the District of Columbia Bar (integrated/unified bar; unique because many members are admitted but practice elsewhere) and are subject to discipline through the Office of Disciplinary Counsel (ODC); Board on Professional Responsibility (BPR); D.C. Court of Appeals (highest D.C. court for disciplinary matters). You must maintain client trust accounts in compliance with D.C. RPC Rule 1.15; IOLTA through D.C. Bar Foundation. If you engage in dishonest conduct resulting in financial loss to a client, the client may be eligible for reimbursement from the Clients' Security Fund (renamed from Client Security Trust Fund). You must cooperate with any Client Protection Fund investigation. District of Columbia does not require you to carry malpractice insurance or to disclose your insurance status to clients. District of Columbia is a one-party consent state for recording purposes (D.C. Code § 23-542). Regarding fee arrangements in District of Columbia: d.C. uniquely permits non-lawyer partners and owners in law firms under D.C. Rule 5.4(b) (passive financial interest permitted if non-lawyer does not interfere with attorney's professional judgment); D.C. Rule 5.4 is the most permissive Rule 5.4 in the United States; federal agency and SCOTUS practice hub; D.C. Bar has very large membership but many are government attorneys or admitted but practicing elsewhere. The unauthorized practice of law is prohibited in District of Columbia under D.C. Code § 11-2502. But D.C. Rule 5.4 creates unique framework for non-lawyer ownership. Consumer protections applicable to your clients in District of Columbia are provided by the D.C. Consumer Protection Procedures Act, D.C. Code § 28-3901 et seq. You must ensure your conduct complies with these provisions. District of Columbia does not currently have a comprehensive state data privacy statute. Applicable data privacy protections include: D.C. breach notification (D.C. Code § 28-3851 et seq.); federal privacy framework applies (many federal agencies in D.C.).