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When Can Legal Document Assistants Accept Compensation?

Friday, November 26, 2021 12:28 PM | Anonymous

Before accepting compensation to provide services every legal document assistant or unlawful detainer assistant must provide the following oral statement:

[Name of unlawful detainer assistant or legal document assistant] is not an attorney.

[Name of corporation or partnership, if any, that is offering legal document assistant services or unlawful detainer assistant services] is not a law firm.

[They/name of the business] cannot represent you in court.

[They/name of the business] cannot advise you about your legal rights or the law.

[They/name of the business] cannot select legal forms for you.

[They/name of the business] is registered in [county name] and the registration number is [registration number].

[They/name of the business]’s registration is valid until [date of expiration of registration], after which it must be renewed.

To confirm that [they/name of business] is registered, you may contact the [county name] clerk’s office at [office address], [or] [office phone number], [or] [if available, office internet website].

Then provide the prospective client with a “Notice to Consumer” to sign and date the notice.

Prior to providing any services every legal document assistant or unlawful detainer assistant shall provide the client with a written contract, the contents of which shall be prescribed by regulations adopted by the Department of Consumer Affairs.

Business and Professions Code 6410.5(b) requires that the statutorily prescribed "Notice to Consumer" be presented to the client "after the [LDA or UDA] makes the oral statements required pursuant to subdivision (a), and before the [LDA or UDA] enters into a contract or agreement for services or accepts any compensation."

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