Does An Ethics Rule Requiring Technologic Competence Mean Much?

Do as we say, not as we do.

That’s the message that the regulators send, as they fall in lock step behind the ABA in adopting the ABA Model Code’s rule requiring lawyers to keep abreast of the benefits and risks of technology, as reported by Bob Ambrogi at Law Sites. According to Bob, thirteen states have adopted the ethical duty of technical competence, with several others slated to follow suit, according to commenters.

So what are the bars doing to help solos and smalls gain technological competence? Not much, from what I can tell. For example, it would be fairly easy to create standard website terms of service that lawyers could use at their websites, but I’ve not seen a product like that. Likewise, except for my 21st Century Retainer Agreement book (click for Table of Contents or purchase), there’s very little available on how lawyers need to incorporate obligations – such as preservation of digital files, accepting credit card payment or using the cloud – into representation agreements.

Many bars aren’t all that tech savvy either. Some don’t yet allow lawyers to use credit cards to pay bar dues, while others don’t have list serves, or a referral service where clients can register online. How can state regulators expect lawyers to be tech savvy when the bar associations that serve members are woefully behind the times? 

Finally – and on a different topic – will lawyers face discipline for lacking tech competence? That’s also being discussed in the comments at Bob’s site, with most agreeing that the standard is simply too vague to carry much weight. I agree that the standard is vague – and that bars aren’t giving lawyers much guidance, but I can see the provision being cited gratuitously in every ethics opinion that touches on technology whether it’s e-discovery or use of social media – even though the duties they may have violated such as client confidentiality or attorney advertising apply whether lawyers use tech or not.

What’s your view of these new technical competence requirements? Chime in here below – or join the conversation at Law Sites.

3 Comments

  1. Kent Henderson on March 19, 2015 at 12:59 pm

    I’m not a lawyer– I sell tech to law firms, just so you know from where my opinions come… My perspective is more a business one than ethical, so an in-house decision more than a regulatory one. Where does technology make you a better service-delivering resource for a client? What business risks do you take on because your choice to “not get it” relative to technology?
    More full-disclosure. Our company removes paper from the business of law. Immeasurable implications on client security, and when you picture the army of people hired in a big firm to move paper and the billions in expensive real estate paid to give it a place to sit, it just really becomes a pretty easy business decision for trying like heck to change your ways.

    There are lots of great technologies, and you can’t take them all on, but as your question is broadly asked, my broad response is simply that if you make a business decision out of this, people need to move or beware the risk of not moving.



  2. Michelle S on March 19, 2015 at 8:22 pm

    As a longtime law firm trainer, it annoys me how little the bars seem to understand the technology needs and concerns of their members. Also, when I continually see “apps for iPads” as the technology offerings at attorney-focused conferences, it frightens me for those who do not have good IT resources at their beck and call. Perhaps, more attorneys should join the Intl. Legal Technology Assn., instead.



  3. Paul Spitz on March 20, 2015 at 11:09 am

    List serves are so pre-web. Almost impossible to use. If having a list serve is a sign of technological competence, then I think we are all pretty much OK.



Leave a Comment