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Your Legal Marketplace Terms Need Profession-Specific Provisions

Avvo, LegalZoom, Rocket Lawyer - legal marketplaces face unique regulatory constraints. Generic terms don't address attorney-client privilege disclaimers, unauthorized practice concerns, or referral fee compliance.

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Sergei Tokmakov, Esq. California Bar #279869 · Legal Tech Terms

The 6 Legal Marketplace Provisions I Check First

These clauses separate compliant terms from liability magnets

1

Attorney-Client Privilege Disclaimers

Communications through the platform may not be privileged. Terms must clarify when privilege attaches, who can access communications, and what protections exist.

2

Unauthorized Practice of Law (UPL)

Is the platform providing legal advice or just connecting users to attorneys? This distinction has major regulatory implications. Terms must clearly define the platform's role.

3

Referral Fee Disclosure

Many states regulate attorney referral fees. If the platform receives compensation for referrals, this must be disclosed and comply with state bar rules.

4

Attorney Verification & Credentials

How does the platform verify attorney bar status? Who's liable if an unlicensed person provides services? Terms should allocate this risk clearly.

5

Conflicts of Interest Screening

Legal marketplaces connecting multiple clients to attorneys create conflict risks. Terms should address how conflicts are identified and handled.

6

Malpractice Liability Allocation

If an attorney found through the platform commits malpractice, who's responsible? Platform vs. attorney liability must be explicitly defined.

Standard Marketplace Terms I Also Verify

Beyond legal-specific provisions, I confirm these marketplace essentials are properly addressed

Platform Role

Facilitator vs. provider distinction

User Verification

Identity and credential checks

Fee Structure

Platform fees and attorney fees

Confidentiality

Data protection and privacy

Dispute Resolution

User complaint process

Liability Limits

Platform exposure caps

Termination

Account closure rights

Governing Law

Jurisdiction selection

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Analysis Results

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