Oklahoma Bar Association Rules of Professional Conduct

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[5] Except as permitted by paragraphs (b)(1) to (b)(4), Llawyers is not permitted to pay others to channel professional work. recommend the services of counsel or channel professional work in a manner that contravenes rule 7.3. A communication contains a recommendation if it approves or guarantees the qualifications, aptitudes, competence, morality or other professional qualities of a lawyer. However, subsection (b)(1) allows a lawyer to pay for advertising and communications authorized under this rule, including the cost of printed directory listings, online directory listings, newspaper advertisements, television and radio airtime, domain name registrations, referral fees, banner advertising, Internet advertising and group advertising. A lawyer can compensate employees, agents, and suppliers tasked with providing marketing or customer development services, such as publicists, public relations staff, business development staff, and web designers. In addition, an attorney may compensate others for generating client leads, such as internet leads, provided that the lead generator does not recommend the attorney, that any payment to the lead generator complies with rule 1.5(e) (fee splitting) and 5.4 (attorney`s professional independence), and that the lead generator`s communication complies with rule 7.1 (communications about attorneys` services). In order to comply with rule 7.1, a lawyer cannot pay for a lead generator that states, implies, or gives the reasonable impression that it is recommending the lawyer, making the referral without payment from the lawyer, or has analyzed a person`s legal problems to determine which lawyer should receive the referral. See also Rule 5.3 for the (Obligations of Lawyers and Law Firms with Respect to the Conduct of Non-Lawyers); Rule 8.4(a) (obligation to avoid a violation of the Rules by the actions of others). prepare marketing materials for them.

(6) We will only request legal sanctions or disqualification after a thorough investigation and only if the circumstances justify it and if this is necessary to safeguard the legitimate and legitimate interests of the customer. 5.10 We will not question the integrity or professionalism of a lawyer on the basis of the clients he represents or the causes he represents. [3] The lawyer may use non-lawyers from outside the firm to help provide legal services to the client. Examples include maintaining an investigative or paraprofessional department, hiring a document management company to create and maintain a database for complex disputes, sending client documents to third parties for printing or scanning, and using an Internet service to store client information. When using such services outside the firm, a lawyer must make reasonable efforts to ensure that the services are provided in a manner consistent with the lawyer`s professional obligations. The extent of this obligation depends on the circumstances, including the training, experience and reputation of the non-lawyer; the nature of the services concerned; the terms of any agreement on the protection of customer information; and the legal and ethical environment of the jurisdictions in which services are provided, in particular with regard to confidentiality. See also Rule 1.1 (Jurisdiction), 1.2 (Delegation of Authority), 1.4 (Communication with Client), 1.6 (Confidentiality), 5.4(a) (Professional Independence of Counsel) and 5.5(a) (Unauthorized Exercise of Law). When hiring or directing a non-lawyer outside the Registry, a lawyer must give instructions appropriate in the circumstances to provide reasonable assurance that the non-lawyer`s conduct is consistent with the lawyer`s professional obligations. [21] Item (a) requires lawyers exercising management powers within a law firm to make reasonable efforts to establish internal policies and procedures to ensure that the firm has effectively put in place measures that provide reasonable assurance that non-lawyers in the firm and non-lawyers outside the firm who deal with the firm`s business are acting in a manner consistent with the professional obligations of the firm.

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