1 Lawyers and Social Media: The Legal Ethics of Tweeting, Facebooking and Blogging Anthony Diana, Partner Michael Lackey, Partner Mayer Brown is a global legal services provider comprising legal practices that are separate entities (the "Mayer Brown Practices"). The Mayer Brown Practices are: Mayer Brown LLP and Mayer Brown Europe BrusselsLLP both limited liabilitypartnerships established in IllinoisUSA; Mayer Brown International LLP, a limited liabilitypartnership incorporated in Englandand Wales (authorized and regulated by the Solicitors Regulation Authority and registered in England and Wales number OC ); Mayer Brown, a SELAS established in France; Mayer Brown JSM, a Hong Kong partnership and its associated entities in Asia; and Tauil & Chequer Advogados, a Brazilianlaw partnership with which Mayer Brown is associated. "Mayer Brown" and the Mayer Brown logo are the trademarks of the Mayer Brown Practices in their respective jurisdictions.
2 Speakers Anthony Diana focuses his practice on commercial litigation, electronic discovery, internal and regulatory investigations and bankruptcies. As a co-leader of Mayer Brown s Electronic Discovery and Records Management group, Anthony has counseled large financial institutions, pharmaceutical companies and manufacturers on all aspects of the discovery and management of electronic information. Anthony is editor of the Electronic Discovery Deskbook, a treatise published by PLI, and co-author of six chapters in this treatise. He is also a member of the International Association of Privacy Professionals (IAPP) and has passed the IAPP certification exam for a certified information privacy professional (CIPP). Mike Lackey serves on Mayer Brown's Partnership Board. Mike also co-leads the firm's Electronic Discovery and Records Management Practice, co-leads the Washington DC office litigation practice, and chairs the firm's Electronic Discovery Services Group. Mike s practice focuses on civil and criminal litigation and electronic discovery. He represents major companies and individuals in state and federal proceedings, including multi-district and class action litigation, government contract disputes, and appeals. Mike also has represented numerous defendants in grand jury proceedings and governmental investigations.
3 Litigation and Ethics in the Context of Social Media Agenda What Is Social Media? How Is Social Media Being Used in Litigation and Government Investigations? What Are the Ethical Issues Associated with the Use of Social Media? What Are the Likely Future Developments for Social Media and its Use in Litigation and Investigations?
4 What is Social Media? Social Media Interactive Web-based Communications with many people Categories of Social Media Organizationsponsored, outwardlyfacing, site Internal sites, blogs, work space Employees personal sites Types of Social Media Facebook Twitter LinkedIn FourSquare Blogs
5 What is Social Media? Facebook Twitter YouTube Boasts more than 850 million users 46% of online adults in the US reported visiting Facebook within the last 30 days Fortune 100 companies average 3.6 wall posts per week More than 75 million users 82% of Fortune 100 companies on Twitter tweet once per week or more 50% of Fortune 100 companies have a YouTube account Those companies average 10 video uploads per month
6 What is Social Media? Proliferation of outlets: Facebook, Twitter, MySpace, LinkedIn, Legal OnRamp, YouTube, Avvo, Plaxo, Digg More than 70% of lawyers are members For millenials, is now passé; some universities no longer giving accounts
7 What is Social Media? Reach Type of information available Why so powerful? Credibility* * Nielsen study found that 70% of internet users trust online recommendations Speed and ease of use Interactivity
8 Digital word-of-mouth marketing is expected to top $3 billion by 2013
9 How Can Social Media Be Used In Litigation and Government Investigations? Sponsored External Sites Evidence of communications with customers False Advertising Claims Securities Fraud Claims Records for regulatory purposes? Evidence relating to employees or potential employees Employment-related litigation Employment decisions Evidence of an organization s self-image Themes or narrative Punitive damages
10 How Can Social Media Be Used In Litigation and Government Investigations? Internal Sites Evidence of communications with and among employees Employment litigation (discrimination, workers comp, hiring and firing decisions, etc.) State of mind: intent, fraud, negligence, conspiracy Admissions
11 How Can Social Media Be Used In Litigation and Government Investigations? Personal Sites Evidence of time and place Criminal cases Evidence of actions and extent of injuries Divorce, Employment, Personal Injury Day in the Life postings Evidence of communications Litigation regarding employment issues, conspiracy claims State of mind: intent, fraud, negligence Admissions Evidence of bias Jury section
12 The Power and Risks of Social Media Powerful tool Creation and protection of brand Reach clients and potential clients Investigative tool Parties, witnesses, jurors But use with care A legal wild west that can raise ethical issues
13 ABA is considering promulgating guidance Adopting information about you or your firm on an independent web site that collects comments from peers and/or clients Ethical issues?
14 Ok, but be aware of issues like those discussed in SC Ethics Advisory Op The lawyer must monitor the claimed listing to make sure all comments are in conformity with the ethical rules (especially the rules for attorney advertising, testimonials, client endorsements that create unjustified expectations) and comparisons So be careful when linking to another site What if a third party posts something about you, but you have not adopted the listing? LinkedIn allows recommendations, issues?
15 Be mindful of rules that place limitations on the use and content of testimonials and endorsements Be alert to exaggerations; Model Rules 4.1 (duty of candor) and 7.1 (restrictions on making false statements or providing false or misleading information) What about announcing on Facebook or LinkedIn that you just won a big jury trial or negotiated a big deal?
16 Depending on the rules in your jurisdiction, this could require you to add a disclaimer along the lines of results will vary in each case A related issue, depending on the content of your blogs or tweets Could they be governed by your state s regulations on lawyer advertising? If so, what are some of your obligations?
17 Texas: Must file video postings seeking clients with the Advertising Review Committee Connecticut: Sending LinkedIn invitation that links to page describing law practice is an advertisement subject to all relevant rules LinkedIn allows users to provide professional information under specialties. Issues?
18 Depending on the content it could run afoul of bar rules, such as Illinois Rule 7.4(c) and NY Rule 7.4(a), that prohibit attorneys from claiming they are specialists in a certain field Other risks in posting information about your matters?
19 Duty to protect client confidences, avoid waiver of attorney-client or other privileges One attorney, an assistant PD in Illinois, has already faced disciplinary action for publishing information on her blog about her cases Disparaging judges is a frequent theme ( Judge Clueless, Evil, Unfair Witch by a Florida attorney) Beware of ethical rules, such as Florida Rules 8.2 and 8.4, which prohibit attorneys from making false or reckless statements about the judiciary or taking actions that prejudice the administration of justice
20 Lying to a Tribunal Model Rule 3.3 prohibits attorneys from making a false statement of fact to a tribunal ABA Journal reported on an attorney who sought a continuance because of the death of her father... But the Judge checked the attorney s Facebook page and learned that during that time the attorney had a busy social schedule to attend to not a funeral
21 Friending Issues What are the issues with respect to whom an attorney can friend? Judge before whom you regularly practice? Friend
22 In most jurisdictions that have weighed in on the issue, a judge and attorney who appears before the judge can be friends NY Op (2009) SC Op (2009) KY Op. JE-119 (2010) Ohio Op (2010) But NOT in Florida, Op A judge cannot lend the prestige of office to advance the private interests of others or convey an impression that some are in a special position of influence
23 Other friending issues with judges? Ex parte communications, Model Rule 3.5(b) In re Public Reprimand of Terry, Inquiry No (2009) NC child custody case Judge friended defense counsel and saw information posted by the defense counsel about the case: Asking how he could prove the negative that his client did not have an affair Noting that he had a wise judge (to which the judge responded that he had two very good parents to choose from) Asking how long the trial would last
24 Investigative issues How is it being used? Employment background check? Learn about opposing counsel? Judge? Learn information about parties? Witnesses? Jurors? Front page article in The Washington Post about the increasing use of subpoenas to obtain information from social networking sites
25 Deceptive friending issues Can you try to friend a party to get personal information about a party or witness from her social networking site? If you ask her directly? If you ask a third party, like a PI, to do it for you?
26 Philadelphia Bar Op (Mar. 2009) Want to obtain information to impeach witness Ask third party to try to friend third-party witness Would not disclose relationship between third-party and counsel Multiple violations: deceptive communication, making a false statement to another. Model Rule 8.4(c), involving dishonest conduct Other possible issues?
27 Improper contact with a represented party, see, e.g., Model Rule 4.2 San Diego County Bar Op (May 24, 2011) Plaintiffs lawyer sends friend request to high-ranking employees at client s former employer Looked at context of the request and the attorney s motive in seeking to be friends Analogous to asking, plaintiff wants to have access to information you are sharing on your page It is about the subject of the representation
28 Engaging in interactive conduct, including blogging, is a particularly risky area. For example, LinkedIn allows users to post and answer questions, bloggers and tweeters often address legal issues, and sites like Counsel.net allow users to seek answers to legal questions Issues?
29 With whom are you communicating? What if it is with a party with an adverse interest to one of your clients (Model Rule 4.2) and you learn non- public information from the communication?
30 You may have an obligation to keep that non-client information confidential if the person with whom you communicated is later found to have been a prospective client under the rules (Model Rule 1.18) Moreover, your possession of that confidential information could lead to your disqualification with respect to the representation of an existing client who would have an interest in knowing that information ABA Formal Op provides some helpful guidance Other issues?
31 Depending on the circumstances, you could run afoul of rules prohibiting the unlicensed practice of law It could also expose you to malpractice liability Need good policies things to consider Keep it general Restrict recipients Use a disclaimer ( general informational purposes ) Do not post confidential information...
32 Social Media Summary Social media is a powerful tool Beware of advertising issues Keep confidences confidential Be careful with judicial relationships Avoid deception and act transparently
33 What Are the Likely Future Developments for Social Media and its Use in Litigation/Investigations? Key source of evidence in all types of litigations and investigations Law will always be a step behind technology so increased legal risk Technology developed to help with monitoring, compliance, preservation and production Privacy laws and information security, particularly when involving foreign data, becoming more important in litigations and investigations
34 Questions? Anthony Diana Partner Michael Lackey Partner Mayer Brown is a global legal services provider comprising legal practices that are separate entities (the "Mayer Brown Practices"). The Mayer Brown Practices are: Mayer Brown LLP and Mayer Brown Europe BrusselsLLP both limited liabilitypartnerships established in IllinoisUSA; Mayer Brown International LLP, a limited liabilitypartnership incorporated in Englandand Wales (authorized and regulated by the Solicitors Regulation Authority and registered in England and Wales number OC ); Mayer Brown, a SELAS established in France; Mayer Brown JSM, a Hong Kong partnership and its associated entities in Asia; and Tauil & Chequer Advogados, a Brazilianlaw partnership with which Mayer Brown is associated. "Mayer Brown" and the Mayer Brown logo are the trademarks of the Mayer Brown Practices in their respective jurisdictions.
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