Partner Guide
State UPL Notes for Non-Attorney Advisors
A research-backed reference on what non-attorney advisors can and cannot say across states.
Partners who are not attorneys still talk about lease clauses every day. This reference summarizes the unauthorized practice of law boundaries by state, the language that keeps advisory work on the right side of the line, and the moments when the right call is to recommend the client engage counsel for the dispute letter draft and any follow-on work.
Inside the guide
- A state-by-state summary of UPL boundaries for non-attorney advisors
- Phrases to use and phrases to avoid in client-facing CAM analysis
- Triggers for recommending counsel before the dispute escalates