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Compliance: Must haves for Legal Document Assistants - Avoiding UPL

Monday, April 18, 2022 1:01 PM | Anonymous

Simply put, in order to provide legal services as a Legal Document Assistant (LDA), you must have effective written materials.

LDAs may not provide any kind of advice, explanation, opinion, or recommendation to a consumer about possible legal rights, remedies, defenses, options, selection of forms, or strategies, BPC§6400 (g).

LDAs can, however, provide general published factual information that has been written or approved by an attorney, pertaining to legal procedures, rights, or obligations to a person who is representing himself or herself in a legal matter, to assist the person in representing himself or herself, BPC§6400 (d)(2).

So, invest in your legal resource library. You can even develop your own materials, to have them approved by an attorney for your clients.


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