§ 11.703. Solicitation of clients.
268 words·~1 min read·
/us/cfr/t37/s§ 11.703·A research copy — for the controlling text, always check the official state or federal source. Not legal advice.
(a)"Solicitation" or "solicit" denotes a communication initiated by or on behalf of a practitioner or law firm that is directed to a specific person the practitioner knows or reasonably should know needs legal services in a particular matter and that offers to provide, or reasonably can be understood as offering to provide, legal services for that matter.
(b)A practitioner shall not solicit professional employment by live person-to-person contact when a significant motive for the practitioner's doing so is the practitioner's or law firm's pecuniary gain, unless the contact is with a:
(1)Practitioner;
(2)Person who has a family, close personal, or prior business or professional relationship with the practitioner or law firm; or
(3)Person who routinely uses for business purposes the type of legal services offered by the practitioner.
(c)A practitioner shall not solicit professional employment even when not otherwise prohibited by paragraph
(b)of this section, if:
(1)The target of solicitation has made known to the practitioner a desire not to be solicited by the practitioner, or
(2)The solicitation involves coercion, duress, or harassment.
(d)This section does not prohibit communications authorized by law or ordered by a court or other tribunal.
(e)Notwithstanding the prohibitions in this section, a practitioner may participate with a prepaid or group legal service plan operated by an organization not owned or directed by the practitioner that uses live person-to-person contact to enroll members or sell subscriptions for the plan from persons who are not known to need legal services in a particular matter covered by the plan. \[86 FR 28467, May 26, 2021\]