OCBA Update: The future is now

It’s 8:29 p.m. on a recent Saturday evening, and I have a set of legal questions to pose (and a column on the future of legal services to later write.) However, Oakland County’s lawyers are doing things other than working in their offices at this hour.

So I use Google to search, “I want to ask a lawyer a question,” and click on a search result touting the availability of legal advice from more than 100,000 lawyers throughout the United States.

In a matter of seconds, I’m on a Web page informing me that there are attorneys in the vicinity of my zip code area available to call me in the next 15 minutes on an array of subject areas including bankruptcy/debt, business, criminal defense, divorce/separation, employment/labor, family, immigration and real estate.

For $39 to be paid by credit card, I can receive an immediate consultation 15 minutes in duration in the subject area that I choose from an attorney who will call me at the phone number that I provide. Any additional advice or more formal representation can be a topic for discussion with the attorney who calls me.

I pick the subject matter of “real estate,” submit my first name and cell number, and enter my credit card information.

The website soon provides me with the name of a Novi attorney who will be calling me in the next five minutes. The attorney’s own website, which I have an opportunity to review while awaiting the phone call, indicates that he operates a small firm that takes great pride in responsiveness to clients.

At 8:35 p.m., just six minutes after having begun my Saturday night search on Google, I receive a phone call from the Novi attorney, who is a member of the Oakland County Bar Association and who has been practicing for more than 15 years.

His advice to me on the generic facts that I broadly share regarding a “friend’s” landlord-tenant predicament tracks closely the steps that I actually have taken recently on behalf of a pro bono client being jammed by a landlord who improperly withheld a security deposit and sought additional rent despite proper termination of a lease on 30-days’ written notice.

The legal advice that I get is sound, and the conversation comes with no strings attached or hard sell. With some time to spare, I learn during the conversation that I am perhaps the 12th person to pay this particular lawyer for advice via this website in recent weeks.

During the brief time between the submission of my information and our resulting conversation, the attorney had received a text from the website informing him and other participating attorneys that
someone was seeking a 15-minute consultation on a real estate matter at 8:30 p.m. on a Saturday.

Because he was the first participating attorney to “claim” the text, this Novi practitioner received my cell number and, upon completion of our call, the $39 that I authorized to be charged to my credit card. At the end of the month, the website will charge him a $10 marketing fee for each completed call like mine, an arrangement that the website maintains will avoid ethical prohibitions on
fee-splitting with non-lawyers because the entire $39 fee that I have paid has gone to the attorney.

As you read this, attorneys in our county are using the same website service and others like it to connect with people seeking – and willing to pay for – legal help in non-traditional ways.

This real-time experience is just one example illustrating how technology is disrupting traditional channels for delivery of legal services in 2015.

The future is now, and examples of paradigm shifts in the legal profession driven by technological change are evident in every practice area and at every size firm.

Prospective clients now turn to an increasing number of do-it-yourself websites to create wills, form corporations and generate other legal documents. (One State Bar of Michigan officer recently related the story of a distant relative who informed him – after the fact – that she had recently purchased some medical directive forms on one such site, unaware that similar forms are available for free via the State of Michigan’s own site.)

Faced with the undeniable popularity of these do-it-yourself websites, some lawyers now market services online in which they offer to review and tweak legal forms created by cookie cutters.
Other lawyers now practice with software and data stored entirely in the cloud, dispensing with computers or servers that shackle attorneys to particular physical locations and reducing the bricks-and-mortar footprint that they require for their firms.

Some attorneys deploy apps and other technology for remote transcription of dictation, virtual receptionists, and face-to-face client conversations – activities that until recently occurred only within the confines of a physical office.

Meanwhile, businesses can now arrange for offshore document reviews relating to litigation and transactions in an effort to cut costs.

A new legion of “practice officers” employed at some large firms crisscross the globe meeting with corporate clients to develop creative pricing arrangements that sharply depart from the billable hour model.

In the state of Washington, a new type of legal professional – the Limited License Legal Technician in the area of domestic relations – can become licensed starting this spring as part of rule changes adopted by the Washington Supreme Court nearly three years ago.

Many of these changes are unsettling. Some are liberating. And others are deeply troubling.

But to ignore game-changing technological developments or to assume that changes in the way legal services are sought or delivered are merely on the distant horizon is simply wrong as a matter of business practice, ethics and social policy.

As a business matter, turning a blind eye to the present-day upheaval in the delivery of legal services seems analogous to a media entity choosing only to deliver information on newsprint dropped at a customer’s doorstep or to a bookseller waiting for enthusiasm surrounding Amazon and e-readers to subside. (The speed with which technology can now overtake an industry is stunning: Just ask anyone who a year ago was hailing taxis, but now swears by the Uber app as the preferred means for getting around a city when not driving.)

As a matter of ethics, staying current with regard to the changes technology is visiting upon the profession implicates one’s fundamental obligation of competence in representation. Indeed, though not codified in the Michigan Rules of Professional Conduct, the ABA’s Model Rule of Professional Conduct 1.1 on competence now contains a comment stating, “To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology …”

As a matter of social policy, the advent of do-it-yourself websites and opportunities to hire a lawyer online for small increments of time highlight the reality that the traditional ways in which legal services are provided and paid for simply don’t work for a wide swath of society, creating the demand that these entrepreneurial, Web-based endeavors now increasingly fill.

Both the American Bar Association and the State Bar of Michigan are wrestling with some of these issues through new commissions and committees. The ABA has created a Commission on the Future of Legal Services that is seeking to identify access solutions for the underserved, and it is convening a national summit in May 2015 at Stanford University on innovation in legal services designed in part “to find new, actionable ideas that are not constrained by traditional models and are rooted in essential values of protecting the public, enhancing diversity and inclusion, and pursuing justice for all.”

Closer to home, the State Bar of Michigan has its own 21st Century Practice Task Force that will be meeting through the year and delivering a report next year.

So where amidst all of these developments and other bar efforts does the Oakland County Bar Association have a role to play in dealing with changes to our profession and the manner in which legal services are sought and delivered due to the advent of technology?

With a mission to serve the professional needs of our members, improve the justice system, and ensure the delivery of quality legal services to the public, the OCBA is uniquely positioned to address the change that has come and that is still coming.

At our core, the OCBA offers two commodities that are invaluable in the digitized legal world in which we increasingly live and practice.

The first is a sense of community that even the fastest and most efficient technological advancement cannot provide.

Within our organization, there is a spirit of belonging and sharing that provides opportunities to discuss and better understand matters of common interest such as the rapid change occurring around us. Our regular committee meetings, our Inns of Court gatherings, our first-ever app share last October, and this year’s Circuit-Probate Court Bench/Bar Conference that focuses on the challenges of practicing law in the modern world all provide regular and meaningful opportunities for members to communicate about how best to address dramatic change. At the OCBA, we confer and share with one another outside of the whirl and stress of particular contested matters. Through this community of common interests, OCBA members can collectively serve as a kind of human firewall that will help each of us from being overwhelmed or blindsided by ongoing changes in the practice.

The second precious item that OCBA members have at their disposal in this age of change is a shared commitment to the delivery of quality of legal services to the public. This value is what motivates us to volunteer our time to civic endeavors and to refer or recommend clients to one another in areas of law in which we do not practice or in matters in which we have conflicts.

It’s familiarity with one another – and the confidence that a friend or client will be well-represented by another OCBA colleague whom we know and trust – that will continue to serve OCBA members well in a rapidly changing legal landscape.

Even in an age of apps and new paradigms for the legal profession, a personal touch and connection can matter most in delivering legal services and in recommending lawyers to others who are in need of help with their problems.
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Thomas H. Howlett, of The Googasian Firm PC, is the 82nd president of the Oakland County Bar Association. Share your thoughts about the OCBA or anything else: direct line 248-502-0862; or e-mail thowlett@googasian.com.

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