APRL Referral Fee/Services Subcommittee   


Study the ethics rules that govern the circumstances under which a lawyer may pay another for recommending or connecting potential clients to that lawyer (e.g. ABA Model Rules of Professional Conduct 5.4(a) and 7.2(b)), in light of changing models for obtaining and delivering legal services.  Consider how such rules should be amended to account for these changes, while still protecting the public and allowing for greater access to legal services.


1.     Rules/Statutes:


·       California: Bar 2018 Study of Online Legal Services

·       DC: Statute and Rules

·       Florida: 2018 Proposed amendments regarding lawyer referral services

·       Georgia: Statute prohibiting cappers/runners

·       Illinois: ARDC June 25, 2018 Study on Client Matching Services

·       North Carolina: Proposed changes to Rule 5.4

·       Oregon: Rule on referral service privilege

·       Oregon:  2017 Proposed Changes to 5.4 and 7.2:

·       Washington: Rule 5.9 fee sharing with legal technicians

·       Wisconsin case: Disciplinary Proceedings Against Weigel, 2012 WI 71, 342 Wis.2d 129 (2012)



2.     ABA Resources:


·       Mary McDermott’s summary of RPC 7.2 history

·       ABA Futures Commission Report

·       ABA Standing Committee on Lawyer Referral Services – resources


3.     Articles/Opinions:


·       NYCBA Op. 2018-5 (Litigation Funding)

·       Alberto Bernabe 2018 Article on Matching Services

·       Rebecca Sandefur ABF 2014 study on access to justice

Committee Members

Lynda Shely, Co-Chair
Hope Todd, Co-Chair

Diana Ashton

Kendra Basner

Carole Buckner

Justice Daniel Crothers

Doug Ende

Brian Faughnan

Bob Glaves

Tom Gordon

Amber Hollister

Mark Henriques

Aviva Kaiser

Josh King

Jayne Reardon