Legal marketing sits under rules that most industries never face. State bars regulate attorney advertising, and their requirements differ on disclaimers, the use of words like specialist or expert, client endorsements, past results and the retention of copies of ads. Some states expect certain materials to be filed or labeled. A fractional leader does not give legal advice, but builds a review step into the workflow so a responsible attorney approves each ad, page and email before launch.
Intake data and follow-up messages
Contact forms collect sensitive details about accidents, arrests, health and family conflicts. That information should travel through secure forms and a practice management or intake system, not sit in a shared inbox or an ad platform. Text follow-up and automated calls fall under federal consent rules, so the team documents consent and keeps opt-out handling clean.
Reviews deserve the same care. Asking satisfied clients for feedback on Google is common, yet replies must never confirm that a reviewer was a client or reveal case details. The plan includes a response style that the firm's attorneys sign off on once.