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Law Firms Online: Risks & Opportunities Jennifer Ellis, Esq. Lowenthal & Abrams, PC & Jennifer Ellis, JD [email protected]

Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

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I have given my social media talk quite a few times, so I decided it was time for something new. Much of this presentation is entirely new and this is the first time I will be giving it.I spend considerably more time on Google+, and also address pay per click advertising.As usual, my slides are more useful if you hear me present, but they have some useful concepts.The materials I provided for the seminar are actually an except from the ABA Book which includes information on social media and law practice (which includes legal issues.) If you want the social media content, buy the book from PBI. If you want the full article, by the 2013 Solo and Small Firm Technology Guide from the ABA.February, 2013

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Page 1: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Law Firms Online: Risks & Opportunities

Jennifer Ellis, Esq. Lowenthal & Abrams, PC

& Jennifer Ellis, JD

[email protected]

Page 2: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Today

• Brief discussion on elderly and social media

• Analysis of online advertising

– Tools

– Techniques

– Ethics

Page 3: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Social Media is for the Young?

• Over 40 million Americans 65 and older use social media

• 74+ fastest growing demographic

Page 4: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Elderly and Social Media

• Find new friends

• Keep in touch with family

• See grandchildren growing

• Stat involved in others lives even if stuck home

• Provides access to information

Page 5: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Concerns

• Scammers

– Identify theft

– Financial theft

– Fraud

• Malware

– Part of scamming

• Fakers

– See Te’o

Page 6: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Positives Greater than Negatives

• Emotional support

• Connect with physicians

• Decreases isolation

• Decreases depression

Page 7: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Attorneys and Social Media

Page 8: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

What is the Difference between a Cocktail Party and the Web?

Page 9: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Reputation

• Our reputations are all we have

• Obligation to “Maintain the Integrity of the Profession” (8.x)

• It is easy to say something foolish online and have the statement go viral

Page 10: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Keep In Mind

• Rules that apply off-line apply on-line

• Amount of possible trouble is expanded by the reach of the Internet

Page 11: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Your Online Presence Is

• A networking tool

• An advertising medium

• A research tool

• Your online reputation

Page 12: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Potential Clients Must

• Find you

• See your expertise

• Feel comfortable with you

Page 13: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Ask Yourself

• Who hires you?

• How will they find you?

• Where are they looking?

• Why do they need you?

• What do you have to offer?

Page 14: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Be Easy to Find

• Website

• Blog

• Google+

• Facebook

• LinkedIn

• Twitter

• Numerous other sites

Page 16: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Blog

Facebook

LinkedIn

Google+

Twitter

Avvo

ADS

Other

Geo-Location

YouTube

Page 17: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Blogs & Websites

1. Website – Center of online presence

1. Blog

1. Valuable SEO

2. Constantly changing content

2. SEO – Search Engine Optimization

1. Google

2. Bing

3. Yahoo

Page 18: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Website & Blog Software

• WordPress

– Free

– Relatively easy

– Purchase or free themes

– Built in (and improvable) SEO Features

• Good Host Important

– Host Gator

– Blue Host

Page 19: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Blog

• 1 in 4 people read blogs

• Law firms increasing use of blogs

• Best way to show your – Voice

– Knowledge

• Most valuable SEO tool

• Place for detailed content

• You have control

Page 20: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Content

• What questions do people ask at the consultation? – Answer

• What is current in the news related to your practice? – Explain

• Relevant cases or laws? – Discuss

• What interests you as a person? – Share

Page 21: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis
Page 22: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Malware Prevention on WordPress Websites and Blogs

• Resolve to Backup your Data

• Following the T’eo Story – And Other Internet Fakers

• Ever thought about building your own computer?

• Facebook jumps on the social search bandwagon

• Update Java Right Now. Mac, Linux or PC, All Are Vulnerable

• Pinterest creates business pages

• Twitter sinks a personal injury case

Page 23: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Why won’t a lawyer take my Philadelphia medical malpractice case?

• Pennsylvania Fatal Truck Accidents on the Rise

• Elder abuse is on the rise in Pennsylvania and across the country

• I saw a car accident on my way home from work tonight

• Jury Awards Child $1.1 Million in a Harrisburg Brain Injury Medical Negligence Case

• Strokes and how iPads can help the victim through the process

Page 24: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Websites are Marketing

• Follow advertising rules (7.2)

• Include appropriate information

– Geographic limitations

– Limitation on seeking clients

– Accurate fee language

• No fee unless recover means no fee or expenses

– Follow rules for all states in which licensed or seeking clients (8.5)

Page 25: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Honesty: Content, Link and Name

• Don’t be misleading (7.1)

• Solo – Not plural (7.5)

– i.e. ElderLawAttorney.com Not ElderLawAttorneys.com

– One office? – Not offices of

• Practice areas

– Only list areas actually practice

Page 26: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Proper Use of Firm Name

• Virginia attorney called himself & Associates

– Had no associates

• Listed practice groups that did not exists

• Listed non-attorney as attorney

• Also engaged in other malfeasance which is what brought his advertising to light

• Suspended

Page 27: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Watch for PA Rules

• Specialization – not an expert unless

– Patent

– Admiralty

– Other approved

• No testimonials from famous people

• Keep copies for 2 years

– Screen shots

– PDFs

Page 28: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Disclaimers Include

• Not legal advice (informational only)

• Does not form an attorney/client relationship

• Confidentiality concerns

• Geographic limitations

Page 29: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Ethical Concerns for Blogs

• Some states consider blogs marketing

– Pennsylvania has not commented yet

– Assume it is marketing for your protection

• Include a proper disclaimer (as with website)

Page 30: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Attorney/Client Relationship (5.5)

• Be careful about answering questions in comments (or on other sites)

– Don’t want to inadvertently form attorney/client relationship

– Suggest people call you instead of answering online when appropriate

– Do not accidentally practice in states where not licensed

Page 31: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Examples of Blog Problems

• Virginia

– Disciplinary Board asked attorney to put marketing disclaimer on blog

– Attorney refused

– Disciplinary board found against him

– Case is on appeal

Page 32: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Recent Case

• Attorney in Chicago claims Illinois has a corrupt probate system – Posted on blog, naming individuals – "sleazy world of probate" – "garden variety theft, embezzlement, malpractice and

malfeasance by attorneys and the court.“

• Ethics commission is concerned – “Blog publicly accessible” – “False [or] shows disregard for the truth”

• Hearing Scheduled

Page 33: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Sharing Confidential Information & Insulting the Judge

• Illinois Assistant Public Defender wrote on her blog – People and cases described were “thinly veiled”

– Called a judge “Judge Clueless”

– Described a conversation in which a client informed her she was on drugs

– Knew client had lied to the court

• Lost her job of 19 years

• Suspended in two states

Page 34: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Hard to Find Positive Information Now

Page 35: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Google+

• Integrated with Google search results

• Helps with location based searching

• Crucial for SEO

Page 36: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Google+

• Create personal profile

• Create business profile

• Claim Google Places

Page 37: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Personal Google+ Profile

Page 38: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Business Google+ Profile

Page 39: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Google Places

Page 40: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Keep Track of Your Image – Google Alert

Page 41: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Facebook & LinkedIn

• Facebook – 1 billion

• LinkedIn – business focused – 200 million

• Network with – Potential clients – Other attorneys – Referral sources

• Share information • Attract attention

Page 42: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Facebook Account

Page 43: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

LinkedIn Account

Page 44: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Facebook & LinkedIn

• Create a page for your firm • Becomes a mini-website on Facebook

• Useful tool on LinkedIn

– Connect employees to the pages

– Encourage followers on both

– Provide useful information

– Share Blog Posts

– Share Interesting information

– Engage

Page 45: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Facebook - Business

Page 46: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Facebook - Business

Page 47: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

LinkedIn Page

Page 48: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

LinkedIn Page

Page 49: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Purchasing Ads

• Google AdWords

• Facebook Ads and Promoted Posts

• LinkedIn Ads

• Other sites

Page 50: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Pay per click

• Demographics

– Geographical area

– Specific information provided by Google+

• Age

• Gender

• Etc

• Controlled by Keywords

Page 51: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Uses cookies to follow users around the web

• Often pictures on websites

• Example

– Search estate planning on Google

– Read websites on estate planning

– Several hours or days later read an online paper

– Paper has ads for estate planning companies or law firms

Page 52: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Purchase ads on Facebook

– Target by demographics

• Age

• Gender

• Marital status

– Target by interests

• Pay per click

Page 53: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Link To

– Facebook page

– Website

Page 54: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Facebook Promoted Posts • Write a post

• Promote it

– Costs varies from $5 and up

– Increases visibility of post, encourages likes and comments

4,858

Page 55: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Purchase ads on LinkedIn

– Target by

• Job Title

• Industry

• Age

• Location

Page 56: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Should you friend clients on Facebook?

– Depends on how you use your account

– Very personal?

• No

– General?

• Maybe

• Let clients like your firm’s business page instead

Page 57: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Judges Should be Careful Who They Friend

• Florida: Not ok for Judges to friend attorneys

• Ohio: Ok for Judges to friend attorneys

• Be aware of your state’s rules

• Many Judges unwilling to friend attorneys who may ever appear before them

– Probably the wisest course of action

Page 58: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Judges on Facebook

• Judge friends with defendant, didn’t know

– Real life friend with defendant’s father

– A lot of negative publicity

– Judge recused

• Judge friends with defendant, didn’t know

– Did not know in real life

– Refused to recuse

• Judges should be aware of who they friend

Page 59: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Judges on LinkedIn

• Site is more professional, less personal in nature

• No sharing of personal information

• Ok to connect (in my opinion)

Page 60: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• 140 character micro blogging

• 200 million users (76% don’t post)

– A great way to let people get to know you as a person

– Share quick bits of information

– Re-share what other people post

– Link your Facebook, LinkedIn accounts and Blog to Twitter as a way to get more value for your effort

Page 61: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

People Like to Watch

• 800 million unique users each month

• 4 billion videos viewed each day

• Use video to help people see you

– Let’s people connect

– Provides a different form of content

– Excellent SEO

• Share by embedding on other sites

Page 62: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Use SEO

Page 63: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Share Documents

• Scribd

• Slideshare

Page 64: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis
Page 65: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Popular site among laypeople for finding attorneys

– 5 million visitors per month

– 95% of attorneys listed

– 150k attorneys have claimed profiles

• Controversial among attorneys

– Cannot unclaim your listing

– Not always clear how ratings are established

Page 66: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

• Claim your listing IF

– No disciplinary action

– Robust profile

• You can increase your score by

– Completing your profile

– Getting attorney endorsements

• Increase findability

– Answer questions (ethically)

Page 67: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis
Page 68: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Gelocation

• Where are you?

• What are you doing?

• Not great for clients – Confidentiality issues

• Good for attorneys – Speaking on x at y

– Networking • At PBA event for Estate and Elder Law Attorneys

Page 69: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Examples

• Facebook

• GoWalla

• FourSquare

Page 70: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Connect Everything

• Provide links to all of your accounts and your Website everywhere you can

• This will provide the maximum opportunity for people to find and research you

Page 71: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Links

Blog Blog Website

Google+

Twitter

Facebook

Page 72: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Managing Time

• Tools such as HootSuite help

• Automatically connect sites when appropriate

– Connect Facebook to Twitter

– Be careful about the reverse

• Twitter has its own language and can be confusing when read off Twitter

Page 73: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

HootSuite at Work

Page 74: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

How to Behave

Be Aware That Professional Versus Personal Conduct Doesn’t Matter on the Web

Page 75: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Prosecutor on a Personal Crusade Against a Student

• Wrote a blog to attack a student – “Welcome to ‘Chris Armstrong Watch’. This is a

site for concerned University of Michigan alumni, students, and others who oppose the recent election of Chris Armstrong — a RADICAL HOMOSEXUAL ACTIVIST, RACIST, ELITIST, & LIAR — as the new head of student government.”

• Claimed it was personal so irrelevant to his work

• Refused to step down

Page 76: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Prosecutor Fired

• His attorney, said his client was merely expressing his free-speech rights

• In explaining the firing his ex-employer stated “[he] repeatedly violated office policies, engaged in borderline stalking behavior and inappropriately used state resources”

Page 77: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Tweeting “Jokes”

• Indiana AG Fired over Tweet

– “use live ammunition”

Page 78: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Remember No One Can See or Hear You

• No body language or vocal inflection

• Different senses of humor

• What is a joke to one person is an insult or a grievous threat to another.

Page 79: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Watch for the Streisand Effect

• Barbara Streisand sued to have an image of her house removed from the Internet

– Resulted in greater publicity and a lot of insults

• Lesson learned?

– Suing rarely works

Page 80: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

If You (or a Client) Mess Up

• Apologize (sincerely)

• Lay low

– Don’t argue

– Don’t try to explain

Page 81: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

General Business Concerns

• Encourage firm’s attorneys to use social media

• Encourage someone to keep track of all social media for the firm

• Have clear policies on social media use

Page 82: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Employees

• Make employees understand that they are not allowed to post on behalf of the firm unless it is part of their job

• Make it clear that if someone violates client confidentiality he will be punished (up to and including termination of employment)

Page 83: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Prepare for Problems

• Have a plan for responding to problems

• Empower someone to respond in an emergency

– Waiting is not an option

– Know when not to respond (things are out of control and people are ganging up)

– Know when to respond (an individual who is upset)

Page 84: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Final Thoughts

• Don’t be afraid of social media

– It can be a powerful marketing tool

– It can be a powerful research tool

– Simply be sure to remember that many people will see what you post

– Obey the ethical rules

Page 85: Presentation on Social Media for Attorneys - PBI Elder and Estate Law Symposium 2013 by Jennifer Ellis

Thank You

Jennifer Ellis

Lowenthal & Abrams, PC

&

Jennifer Ellis, JD

[email protected]