Law firm chatbots and ABA Formal Opinion 512
What ABA Opinion 512 says, and what it means for a chatbot that takes new enquiries.
Privacy, accessibility and AI rules
Bar rules on lawyer advertising apply to your website as much as to a billboard. This guide explains ABA Model Rules 7.1 to 7.3 in plain words, lists where some states add their own, and ends with a check for each page. It is general information, not legal advice.
Updated 29 October 2026, about 11 minutes to read
The short answer
Your website is lawyer advertising, so your state's version of ABA Model Rules 7.1 to 7.3 applies to every page. Nothing on it may be false or misleading, claims to be a certified specialist need a recognised certification, and results and testimonials must not lead readers to expect the same outcome. Some states add more, such as New York's Attorney Advertising label on the home page. Your state bar can answer for your firm.
Bar rules on lawyer advertising cover every way a firm tells the public about its services. Your website is one of them, and so are your Google Business Profile, your social media pages, the landing page behind an ad and the emails you send to past enquirers.
In the US, the starting point is the American Bar Association's Model Rules of Professional Conduct, Rules 7.1 to 7.3. The ABA writes them as a model. Each state adopts its own version, often with changes, and the version that binds you is the one in each state where your lawyers are licensed. A rule described here may read differently in yours.
On a website, most of the weight falls on Rule 7.1: nothing may be false or misleading, and that includes true statements that leave the wrong impression. Specialist titles and past results get their own treatment, and some states add labels, filing with the bar or record keeping on top.
This guide explains published rules in plain words. It is not legal advice. Your state bar's ethics hotline, or a lawyer who advises firms on professional conduct, can answer for your firm and your pages.
The ABA rewrote these rules in 2018 and folded the old Rules 7.4 and 7.5, on specialisation and firm names, into 7.1 and 7.2. Some states still use the older numbering, and Texas numbers its rules 7.01 onwards, so the rule you need may sit under a different number.
Firm names and web addresses count as communications too. The comment to Rule 7.1 allows a trade name, a website address or a social media name if it is not misleading, and treats a name that suggests a link to a government agency or a legal aid organisation as misleading. A domain that sounds like a court or a public defender's office has that problem.
Rule 7.1 catches more than lies. Its comment says a true statement can still mislead, for example when it leaves out a fact the reader needs, or leads a reasonable person to a conclusion that has no factual basis. Read each page as a worried stranger would, and ask what they would take away from it.
These are the lines that raise the question most often on firm websites:
Each of these has a cheap fix: name the source, add the missing fact or cut the line. Plain descriptions of what you do and how you work rarely cause trouble. If you are rewriting the pages anyway, how to write the words for your website covers the writing itself.
The ABA's version lets a lawyer say they practise in, concentrate on or specialise in a field, based on experience, training or education, as long as the statement is not false or misleading. Claiming to be certified as a specialist is a separate matter. Rule 7.2 allows it only when the certifying body is approved by the state or accredited by the ABA, and the communication names that body.
States differ here more than anywhere else, and the list further down gives examples. New York, for one, bars a lawyer from saying they specialise at all unless certified.
Expert raises the same question. New Jersey's committee on attorney advertising has said words such as expertise and specialise are allowed when the lawyer can show the education, training and experience behind them. In other states, ask your bar before you put the word in a headline.
On a website the fix is usually wording. "Our practice is limited to employment law" or "we handle only family matters" says what you do without a title. Put any certification on the lawyer's own profile, with the full name of the body that granted it.
The comment to Rule 7.1 says a true report of a lawyer's results can mislead if it leads readers to expect the same result in their own case, whatever its facts. Adding a disclaimer or qualifying words may prevent that. Some states go further and set the wording, or add conditions for testimonials.
Two more rules sit behind every results page:
Reviews you copy from Google or another site onto your own pages work like testimonials, so treat them with the same care. Use real clients only, quote them without editing the meaning, and ask before you name them.
Rule 7.2 bars giving anything of value to someone for recommending your services. A discount in return for a five-star review, or a gift card for each review, runs straight into it. Google has its own rules on asking for reviews, covered in how to ask for Google reviews without breaking the rules.
Awards and rankings are comparisons with other lawyers, which the comment to Rule 7.1 says may mislead if they cannot be substantiated. New Jersey sets conditions for honours such as Super Lawyers or Best Lawyers in advertising: the organisation that gave it is named, the basis for it can be substantiated, and a set disclaimer says the Supreme Court of New Jersey has not approved the advertisement.
Paying for advertising is allowed. The comment to Rule 7.2 lists directories, online ads, domain names and sponsorships among the costs a lawyer may pay, along with marketing and website design. Paid lead services are allowed under conditions: the lead generator must not recommend you, must not suggest it analysed the person's problem to choose a lawyer, and must be paid in a way that respects the rules on sharing fees.
Read a lead service's own ads and landing pages before you sign. A promise to "match you with the best lawyer for your case" is the kind of wording that comment is about.
Under Rule 7.2, every communication must include the name and contact details of at least one lawyer or firm responsible for it. The comment says the contact details can be a website, a phone number, an email address or an office address. On a website, a footer with the firm name, the office address and a phone number covers every page.
Some states add labels or filing, and those are in the list below. Even where no rule asks for it, keep a dated copy of every page, as a PDF or a saved snapshot. If a complaint arrives two years from now, you will need to show what the page said on the day the person read it.
Name one lawyer as responsible for the site in your own records, and file the copies with that lawyer's approval. When a page changes, save the new version next to the old one.
A few examples of state rules that go beyond the ABA's model. They show how far apart states can be, so treat this as a reason to read your own state's rules, which your state bar publishes, often with advisory opinions on websites.
If your lawyers are licensed in two states, the site has to work under both. Where the rules conflict, ask each bar which one applies to a page aimed at clients in its state.
A contact form is where advertising turns into a possible client. The ABA's ethics opinion on lawyer websites, Formal Opinion 10-457, says a site that invites people to describe their matter may make them prospective clients, which brings duties of confidentiality. It suggests clear warnings, placed where people see them before they send anything: the form does not create a lawyer-client relationship, what they send may not be treated as confidential, the site is not legal advice, and sending it may not stop the firm acting for the other side.
Ask for less on the form, so there is less to protect: a name, contact details, the type of matter and the names of the other parties for a conflict check. Ask people to keep the full story for the call. A lead capture chatbot on a firm's site should follow the same rule.
The comment to Rule 7.3 says a website aimed at the general public is not solicitation, and neither is a reply to someone who asked for information. It defines live person-to-person contact as in-person, live phone or real-time video and audio contact, and leaves out chat rooms, texts and other written messages people can easily ignore. Pennsylvania counts texts as live contact, so check your state before an automation texts anyone.
Texting has rules outside the bar rules too, such as consent for marketing texts in the US: see text message consent rules. A chatbot on the site raises its own questions, and what a law firm chatbot should collect and refuse is on our law firms page.
In England and Wales, the SRA Code of Conduct for Solicitors has two rules that matter most for a website. Publicity about your practice must be accurate and not misleading, including what it says about your charges. And you must not make unsolicited approaches to members of the public, other than current or former clients, to advertise your services.
The SRA's guidance says the second rule is aimed at direct approaches that target people individually, in person, by phone or by other means. Advertising to the public in a way that is neither intrusive nor targeted, online and on social media included, is allowed. Firms also publish price information for some services and their complaints procedure under the SRA Transparency Rules.
In the EU, each country's bar sets the rules. The code of the CCBE, the body representing European bars, lets a lawyer inform the public about their services if the information is accurate, not misleading and respects confidentiality and the profession's other core values. National rules add the detail and differ from country to country, so check with your bar before you publish client names, results or comparisons.
Go through the site with your state's rules open next to it:
Give one lawyer at the firm the job of approving every page before it goes live, and every change after. Model Rule 5.3 makes lawyers with managerial authority responsible for reasonable efforts to keep the work of non-lawyers they use, a marketing agency or a web designer included, in line with the lawyers' own duties. An agency's mistake on your site is the firm's problem.
Check the site again when your state changes its rules, when you add a lawyer licensed in a new state, when you start an ad campaign and at least once a year. File the dated copies with each approval.
When we build a law firm site, nothing goes live until the firm approves it, and we never write reviews, numbers or claims the firm cannot back up. See websites for how a build runs.
For the bar rules, yes. Model Rule 7.1 covers every communication about a lawyer's services, and a firm website is one. Some states use their own definition of an advertisement when deciding which pages need a label or filing, so check your state's definition before you decide which extra rules apply to which pages.
Only where your state requires it. New York requires the words on the home page of a website that counts as advertising, and in the subject line of advertising emails. The ABA's model rules do not ask for a label on a website. Check your own state's rule, and your bar's advisory opinions on websites.
Under the ABA's model rules, yes, if they are real and do not mislead, for example by suggesting every client gets the same result. Some states add conditions. New York requires a set disclaimer, written consent for a testimonial about a matter still open and a disclosure when a testimonial was paid for. Get each client's permission in writing first.
Under the ABA's version, a lawyer may say they specialise in or concentrate on a field if it is true, but may claim to be a certified specialist only with a certification from a body the state approves or the ABA accredits, named in the claim. Some states, New York among them, are stricter. Describing the practice, such as "we handle only family law", avoids the title.
Under the model rules, results are allowed if they do not create unjustified expectations, and a disclaimer may help. You also need the client's informed consent before revealing anything about their matter. Some states require set wording next to results. Show the facts behind each figure, and say whether it is before fees and costs.
Paying for advertising and lead services is allowed under conditions: the comment to Model Rule 7.2 says a lead generator may not recommend you or claim it analysed someone's problem to choose a lawyer, and payment must respect the rules on sharing fees. Paying people for reviews is different, because the rule bars giving anything of value for a recommendation.
Yes. They cover every communication about your services, so your profile description, posts and photos count. Replies to reviews also bring in the confidentiality rule: never confirm that someone was a client or discuss their matter in public. A short reply inviting them to contact the office is the safer pattern.