THE ETHICS
OF SOCIAL MEDIA
Brian C. Focht
Stiles Byrum & Horne, LLP
www.thecyberadvocate.com
THE ETHICS OF SOCIAL MEDIA
$542,000
THE ETHICS OF SOCIAL MEDIA
Lester v. Allied Concrete Co., Nos. CL08-150, 09-223
In wrongful death case, plaintiff’s attorney routinely told
client to “clean up” his Facebook page
The “dirt” = photo of plaintiff, after wife’s death, holding a
beer and wearing a t-shirt reading “I [heart] hot moms.”
Plaintiff deactivated account, denied having a Facebook
page in discovery
THE ETHICS OF SOCIAL MEDIA
Lester v. Allied Concrete Co., Nos. CL08-150, 09-223
Result:
Attorney sanctioned $542,000
Plaintiff sanctioned $180,000
$10.6 million verdict cut in half
THE ETHICS OF SOCIAL MEDIA
Three Primary Topics:
1. Marketing your firm via Social Media
2. Personal use of Social Media by attorneys
3. Social Media & the Competent Lawyer
THE ETHICS OF SOCIAL MEDIA
One Essential Theme:
THE RULES STILL APPLY!
TYPES OF SOCIAL MEDIA
Collaborative Projects
Blogs & Microblogs
Content Communities
Social Networking Sites
(“SNS”)
THE ETHICS OF SOCIAL MEDIA
PART 1:
MARKETING YOUR FIRM VIA SOCIAL MEDIA
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: Blog/Social Media
Page/Post/Message
Applicable Rule(s): 7.1
To Comply: Cannot be false or misleading
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: A client posts a testimonial
Applicable Rule(s): 7.1 & 7.2; 2012 FEO 8
To Comply: Review every testimonial, edit
or remove where necessary/possible
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: Recommendations &
Endorsements
Applicable Rule(s): 7.1 & 7.2
To Comply: No astroturfing; must be based
on actual experience; NOT allowed from a
judge (Proposed 2014 FEO 8)
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: Direct messaging prospective
clients
Applicable Rule(s): 7.3
To Comply: Don’t do on Social Media what
you couldn’t do in person
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: Listing skills, experience,
practice areas
Applicable Rule(s): 7.4
To Comply: Don’t use “specialize;” be very
conscious of how your profile can be read
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: Responding to a disgruntled
client
Applicable Rule(s): 1.6 & 1.9
To Comply: Do not reveal confidential info;
do not disadvantage former client
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: Blogging/Posting about your
cases
Applicable Rule(s): 1.6, 1.9, 3.6
To Comply: Do not publish confidential
info; do not post comments that would be
unethical in a newspaper
MARKETING YOUR FIRM VIA SOCIAL MEDIA
Situation: Answering legal questions
Applicable Rule(s): 1.6 & 1.18
To Comply: Use a disclaimer; discourage
disclosure of confidential info
MARKETING YOUR FIRM VIA SOCIAL MEDIA
BEST PRACTICES:
1. Remember: THE RULES STILL APPLY
2. Understand your SM tools before using them
a) Reach, strengths, and weaknesses
b) Learn how to use them effectively
3. Create a Social Media Strategy for your firm
4. Name or hire a Social Media Manager
THE ETHICS OF SOCIAL MEDIA
PART 2:
PERSONAL USE OF SOCIAL MEDIA
PERSONAL USE OF SOCIAL MEDIA
The Story of Steven M. Regan, Real Estate Attorney
Partner at Reed Smith in Pittsburgh
PERSONAL USE OF SOCIAL MEDIA
The Story of Steven M. Regan, Real Estate Attorney
Partner at Reed Smith in Pittsburgh
Reed Smith Spokesperson:
“The posting of offensive commentary or language on
social media is inappropriate and inconsistent with Reed
Smith’s social media policy. We are addressing this matter
internally.”
PERSONAL USE OF SOCIAL MEDIA
Situation: Discussing your practice
Applicable Rule(s): 1.6, 1.9, 8.2 (among
others)
To Comply: Don’t reveal confidential info;
be careful when discussing court
proceedings or staff
PERSONAL USE OF SOCIAL MEDIA
Situation: Responding to legal questions
Applicable Rule(s): 1.1, 1.6, 1.18
To Comply: Don’t let the person on the
other end expect that you’re their attorney;
do no harm
PERSONAL USE OF SOCIAL MEDIA
Situation: Recommendations &
Endorsements
Applicable Rule(s): 7.4
To Comply: If you have no independent
basis, don’t do it!
PERSONAL USE OF SOCIAL MEDIA
Situation: Connecting with Judges
Applicable Rule(s): Proposed 2014 FEO 8
To Comply: If it’s allowed in person – it’s
allowed on LinkedIn.
MARKETING YOUR FIRM VIA SOCIAL MEDIA
BEST PRACTICES:
1. Remember: THE RULES STILL APPLY
2. To keep accounts completely personal, avoid
discussions of the law
3. If you wouldn’t post it on your firm’s Social Media,
don’t post it on yours
THE ETHICS OF SOCIAL MEDIA
PART 3:
SOCIAL MEDIA & THE COMPETENT ATTORNEY
SOCIAL MEDIA & THE COMPETENT ATTORNEY
Situation: Requesting Social Media in
discovery
Applicable Rule(s): 1.1, 3.4, 4.2, 5.1, 5.3
To Comply: Know when you should request
Social Media in discovery; refrain from
fishing expeditions
SOCIAL MEDIA & THE COMPETENT ATTORNEY
Situation: Responding to discovery requests
Applicable Rule(s): 1.1, 3.3, 3.4, 2014 FEO 5
To Comply: Produce relevant evidence;
defend clients from overbroad requests,
fishing expeditions.
SOCIAL MEDIA & THE COMPETENT ATTORNEY
Situation: Advice to new clients re: Social
Media
Applicable Rule(s): 1.1, 3.3, 3.4, 2014 FEO 5
To Comply: Ensure your clients retain
relevant evidence; instruct clients on
retention obligations
SOCIAL MEDIA & THE COMPETENT ATTORNEY
Situation: Utilizing Social Media to
investigate jury
Applicable Rule(s): 1.1, 3.3, 3.5, 3.6, 5.3
To Comply: Do not connect with or contact
jurors; use all reasonable means to
investigate
SOCIAL MEDIA & THE COMPETENT ATTORNEY
Situation: Social Media research on
party/witness
Applicable Rule(s): 1.1, 3.3, 4.2, 5.3
To Comply: No contact with represented
party; do not use any form of trickery or
dishonesty
SOCIAL MEDIA & THE COMPETENT ATTORNEY
Situation: Advising corporate clients
Applicable Rule(s): 1.1, 3.3
To Comply: Document retention policies
that comply with local law; legal
implications of new practices
SOCIAL MEDIA & THE COMPETENT ATTORNEY
BEST PRACTICES:
1. Remember: THE RULES STILL APPLY
2. Learn about Social Media, and how to use it – it’s the
best way to advise clients competently
3. Always do your due diligence.
4. Don’t do anything on Social Media you wouldn’t
want others to discover
IMPORTANT DEVELOPMENTS &
EMERGING ISSUES
Questions?
Comments?
Queries?
Concerns?
THE ETHICAL IMPLICATIONS
OF SOCIAL MEDIA
Brian C. Focht
Stiles, Byrum & Horne, LLP
bfocht@sbhlaw.net
www.thecyberadvocate.com

2015 social media ethics cle

  • 1.
    THE ETHICS OF SOCIALMEDIA Brian C. Focht Stiles Byrum & Horne, LLP www.thecyberadvocate.com
  • 2.
    THE ETHICS OFSOCIAL MEDIA $542,000
  • 3.
    THE ETHICS OFSOCIAL MEDIA Lester v. Allied Concrete Co., Nos. CL08-150, 09-223 In wrongful death case, plaintiff’s attorney routinely told client to “clean up” his Facebook page The “dirt” = photo of plaintiff, after wife’s death, holding a beer and wearing a t-shirt reading “I [heart] hot moms.” Plaintiff deactivated account, denied having a Facebook page in discovery
  • 4.
    THE ETHICS OFSOCIAL MEDIA Lester v. Allied Concrete Co., Nos. CL08-150, 09-223 Result: Attorney sanctioned $542,000 Plaintiff sanctioned $180,000 $10.6 million verdict cut in half
  • 5.
    THE ETHICS OFSOCIAL MEDIA Three Primary Topics: 1. Marketing your firm via Social Media 2. Personal use of Social Media by attorneys 3. Social Media & the Competent Lawyer
  • 6.
    THE ETHICS OFSOCIAL MEDIA One Essential Theme: THE RULES STILL APPLY!
  • 7.
    TYPES OF SOCIALMEDIA Collaborative Projects Blogs & Microblogs Content Communities Social Networking Sites (“SNS”)
  • 8.
    THE ETHICS OFSOCIAL MEDIA PART 1: MARKETING YOUR FIRM VIA SOCIAL MEDIA
  • 9.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: Blog/Social Media Page/Post/Message Applicable Rule(s): 7.1 To Comply: Cannot be false or misleading
  • 10.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: A client posts a testimonial Applicable Rule(s): 7.1 & 7.2; 2012 FEO 8 To Comply: Review every testimonial, edit or remove where necessary/possible
  • 11.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: Recommendations & Endorsements Applicable Rule(s): 7.1 & 7.2 To Comply: No astroturfing; must be based on actual experience; NOT allowed from a judge (Proposed 2014 FEO 8)
  • 12.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: Direct messaging prospective clients Applicable Rule(s): 7.3 To Comply: Don’t do on Social Media what you couldn’t do in person
  • 13.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: Listing skills, experience, practice areas Applicable Rule(s): 7.4 To Comply: Don’t use “specialize;” be very conscious of how your profile can be read
  • 14.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: Responding to a disgruntled client Applicable Rule(s): 1.6 & 1.9 To Comply: Do not reveal confidential info; do not disadvantage former client
  • 15.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: Blogging/Posting about your cases Applicable Rule(s): 1.6, 1.9, 3.6 To Comply: Do not publish confidential info; do not post comments that would be unethical in a newspaper
  • 16.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA Situation: Answering legal questions Applicable Rule(s): 1.6 & 1.18 To Comply: Use a disclaimer; discourage disclosure of confidential info
  • 17.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA BEST PRACTICES: 1. Remember: THE RULES STILL APPLY 2. Understand your SM tools before using them a) Reach, strengths, and weaknesses b) Learn how to use them effectively 3. Create a Social Media Strategy for your firm 4. Name or hire a Social Media Manager
  • 18.
    THE ETHICS OFSOCIAL MEDIA PART 2: PERSONAL USE OF SOCIAL MEDIA
  • 19.
    PERSONAL USE OFSOCIAL MEDIA The Story of Steven M. Regan, Real Estate Attorney Partner at Reed Smith in Pittsburgh
  • 20.
    PERSONAL USE OFSOCIAL MEDIA The Story of Steven M. Regan, Real Estate Attorney Partner at Reed Smith in Pittsburgh Reed Smith Spokesperson: “The posting of offensive commentary or language on social media is inappropriate and inconsistent with Reed Smith’s social media policy. We are addressing this matter internally.”
  • 21.
    PERSONAL USE OFSOCIAL MEDIA Situation: Discussing your practice Applicable Rule(s): 1.6, 1.9, 8.2 (among others) To Comply: Don’t reveal confidential info; be careful when discussing court proceedings or staff
  • 22.
    PERSONAL USE OFSOCIAL MEDIA Situation: Responding to legal questions Applicable Rule(s): 1.1, 1.6, 1.18 To Comply: Don’t let the person on the other end expect that you’re their attorney; do no harm
  • 23.
    PERSONAL USE OFSOCIAL MEDIA Situation: Recommendations & Endorsements Applicable Rule(s): 7.4 To Comply: If you have no independent basis, don’t do it!
  • 24.
    PERSONAL USE OFSOCIAL MEDIA Situation: Connecting with Judges Applicable Rule(s): Proposed 2014 FEO 8 To Comply: If it’s allowed in person – it’s allowed on LinkedIn.
  • 25.
    MARKETING YOUR FIRMVIA SOCIAL MEDIA BEST PRACTICES: 1. Remember: THE RULES STILL APPLY 2. To keep accounts completely personal, avoid discussions of the law 3. If you wouldn’t post it on your firm’s Social Media, don’t post it on yours
  • 26.
    THE ETHICS OFSOCIAL MEDIA PART 3: SOCIAL MEDIA & THE COMPETENT ATTORNEY
  • 27.
    SOCIAL MEDIA &THE COMPETENT ATTORNEY Situation: Requesting Social Media in discovery Applicable Rule(s): 1.1, 3.4, 4.2, 5.1, 5.3 To Comply: Know when you should request Social Media in discovery; refrain from fishing expeditions
  • 28.
    SOCIAL MEDIA &THE COMPETENT ATTORNEY Situation: Responding to discovery requests Applicable Rule(s): 1.1, 3.3, 3.4, 2014 FEO 5 To Comply: Produce relevant evidence; defend clients from overbroad requests, fishing expeditions.
  • 29.
    SOCIAL MEDIA &THE COMPETENT ATTORNEY Situation: Advice to new clients re: Social Media Applicable Rule(s): 1.1, 3.3, 3.4, 2014 FEO 5 To Comply: Ensure your clients retain relevant evidence; instruct clients on retention obligations
  • 30.
    SOCIAL MEDIA &THE COMPETENT ATTORNEY Situation: Utilizing Social Media to investigate jury Applicable Rule(s): 1.1, 3.3, 3.5, 3.6, 5.3 To Comply: Do not connect with or contact jurors; use all reasonable means to investigate
  • 31.
    SOCIAL MEDIA &THE COMPETENT ATTORNEY Situation: Social Media research on party/witness Applicable Rule(s): 1.1, 3.3, 4.2, 5.3 To Comply: No contact with represented party; do not use any form of trickery or dishonesty
  • 32.
    SOCIAL MEDIA &THE COMPETENT ATTORNEY Situation: Advising corporate clients Applicable Rule(s): 1.1, 3.3 To Comply: Document retention policies that comply with local law; legal implications of new practices
  • 33.
    SOCIAL MEDIA &THE COMPETENT ATTORNEY BEST PRACTICES: 1. Remember: THE RULES STILL APPLY 2. Learn about Social Media, and how to use it – it’s the best way to advise clients competently 3. Always do your due diligence. 4. Don’t do anything on Social Media you wouldn’t want others to discover
  • 34.
    IMPORTANT DEVELOPMENTS & EMERGINGISSUES Questions? Comments? Queries? Concerns?
  • 35.
    THE ETHICAL IMPLICATIONS OFSOCIAL MEDIA Brian C. Focht Stiles, Byrum & Horne, LLP [email protected] www.thecyberadvocate.com