NYSBA 2013-06-05

Is a lawyer's blog that doesn't discuss law an attorney advertisement subject to the advertising retention rules?

Short answer: No. The opinion concludes a blog whose primary purpose is not the retention of the lawyer, and which does not discuss legal topics or solicit clients, is not an 'advertisement' under Rule 1.0(a), so the Rule 7.1(k) retention and preservation requirements do not apply, even if the blog's title shows the author is an attorney.
Currency note: this opinion is from 2013
Subsequent statutory amendments, court decisions, or later opinions or rule amendments may have changed the analysis. Treat this page as historical context, not current legal advice. Verify current law before relying on any specific rule, deadline, or remedy mentioned here.
Disclaimer: Advisory only. Not binding precedent.
About this page: The plain-English summary, reader guidance, and Q&A below were written by Ezel based on the official ethics opinion. The original opinion (linked at the bottom of this page) is the authoritative source for any reliance.

NY State Bar Ethics Opinion 967: When a lawyer's blog is not an advertisement

Short answer: A blog written by an attorney that does not discuss legal topics and whose primary purpose is not the retention of the lawyer is not an "advertisement," so it is not subject to the advertising retention and preservation rules, even though the blog's title makes clear the author is an attorney.

Disclaimer: This is an advisory ethics opinion. Advisory opinions are not binding; they interpret the New York State Bar Association's rules of professional conduct and are persuasive authority. This summary is for research purposes only and is not legal advice. Verify current rules before acting on any specific guidance.

About this page: The plain-English summary and Q&A below were written by Ezel based on the official opinion. We do not reproduce the opinion text on this page; follow the linked source for the official text, which controls.

View original opinion

Plain-English summary

The inquirer is a New York-licensed attorney and columnist employed by a corporation that promotes work-life balance. In that role she would write a blog titled "The [Name] Esq. Blog" that addresses work-life balance, not legal topics. She asked whether the blog is an advertisement subject to the retention and preservation requirements of the attorney advertising rules (¶¶ 1-2).

The committee works through the definitions. A blog disseminated over the internet is plainly a "computer-accessed communication" under Rule 1.0(c), and Rule 7.1(k) requires retaining advertisements in such communications for a year. But Rule 7.1's restrictions apply only to "advertisements," defined in Rule 1.0(a) as a communication about the lawyer or firm's services "the primary purpose of which is for the retention of the lawyer or law firm" (¶¶ 3-5).

Applying the "primary purpose" test, the committee notes that not all lawyer communications are advertisements: branded items, event sponsorships, and educational newsletters or blogs are generally not advertising where their primary purpose is not retention. It cites N.Y. State 873 (2011) for the point that an ultimate business-development goal does not, by itself, make a communication an advertisement, any more than joining a Chamber of Commerce would (¶ 6). Because the inquirer's blog will not discuss legal matters and she does not appear to intend to solicit clients, it is not an advertisement, even though its title signals the author is a lawyer (¶ 7).

The opinion adds one limit: all lawyer communications, advertising or not, remain subject to the general rule against dishonesty, fraud, deceit, or misrepresentation and against knowingly making a material false statement of fact or law (¶ 8).

In practice

Under this opinion, as the rules stood at the time, the classification of a lawyer's blog turns on Rule 1.0(a)'s "primary purpose" test, not on whether the blog identifies the author as an attorney. The opinion holds that a blog that neither discusses legal topics nor seeks to retain the lawyer is not an advertisement, so Rule 7.1(k)'s retention and preservation requirements do not attach (¶¶ 7, 9).

Per the opinion, the conclusion does not free the content of all rules: Rule 7.1's Comment [6] subjects every lawyer communication to the general prohibition on dishonesty and material false statements (¶ 8). The committee assumed some posts would be "about" the author and decided the case on the retention-purpose element.

Common questions

Q: Is a lawyer's personal blog an attorney advertisement?

A: Not necessarily. The opinion holds a blog is an advertisement only if its primary purpose is the retention of the lawyer under Rule 1.0(a); a blog that does not discuss law or solicit clients is not (¶¶ 5-7).

Q: Does it matter that the blog's title includes "Esq." or otherwise shows the author is a lawyer?

A: No. The opinion concludes the blog is not an advertisement even though its title makes clear the author is an attorney (¶¶ 7, 9).

Q: If the blog is not an advertisement, do the retention rules apply?

A: No. The opinion holds Rule 7.1(k)'s retention and preservation requirements apply only to advertisements, so they do not reach this blog (¶¶ 5, 9).

Q: Are there any rules the blog still has to follow?

A: Yes. Per the opinion, all lawyer communications remain subject to the general bar on dishonesty, fraud, deceit, misrepresentation, and knowingly false material statements (¶ 8).

Background and rules framework

The opinion interprets Rule 1.0(a) (definition of "advertisement") and Rule 1.0(c) (definition of "computer-accessed communication"), both analogous to Model Rule 1.0, together with Rule 7.1(k) (retention of computer-accessed advertisements; Model Rule 7.1). The "primary purpose ... retention" element is the dispositive part of the advertisement definition.

The committee relies on Rule 7.1's Comments [7]-[8] and [10] (educational newsletters/blogs, branding items, and sponsorships are generally not advertising) and on prior opinions treating educational content as non-advertising.

Citations and references

Rules of Professional Conduct:

  • Model Rule 1.0 / NY Rule 1.0(a), 1.0(c) (definitions of "advertisement" and "computer-accessed communication")
  • Model Rule 7.1 / NY Rule 7.1(k) (retention of computer-accessed advertisements); Rule 7.1, Cmt. [6] (general honesty rule)

Other opinions cited:

  • N.Y. State 873 (2011): an ultimate business-development goal does not make a communication an advertisement
  • N.Y. State 918 (2012): educational legal video not encouraging retention is not advertising
  • N.Y. State 899 (2011): general answers in a legal chat room are not advertising

See also

Source