California’s efforts in regulatory reform have a long history of excellent work accomplished by dedicated volunteers. But this work is on the verge of being shut down, with some of it potentially lost.

The State Bar of California’s Paraprofessional Program Working Group and the Closing the Justice Gap Working Group were formed following the work of the Task Force on Access Through Innovation of Legal Services. These groups had the charge of developing recommendations for legal paraprofessionals and a legal regulatory sandbox, respectively. These initiatives are similar to programs developed or under consideration in numerous states across the country, most notably Utah, Arizona, Minnesota, and Oregon.

While the substantive proposals raised in these working groups were often the source of controversy, many observers (myself included) never questioned whether the groups would be able to submit their final reports—until late last year, when mobilized efforts from key opponent groups connected with California lawmakers to orchestrate the cessation of these State Bar efforts. After an initial request by these lawmakers to shut down the committee work, an amendment to the State Bar fee bill began working its way through the California State Legislature this spring.

The external messaging attached to A.B. 2958 highlighted the ongoing failure of the State Bar of California to meet its core function of attorney discipline. Yet the lawmaker’s initial opposition letter—and the stance of those special interest groups—clearly attacks the substance of what these working groups were considering and the anticipated outcomes. And with the recent adoption of an urgency clause that will bring the bill into effect upon the Governor’s signature, it seems very clear that this regulatory reform exploration is the real target of the legislation.

In the months to come, regulatory innovation advocates will surely be assessing the history of California’s attempt—hopefully to learn and improve upon processes in other states for updating the assumption-based regulatory structure that governs law practice in the U.S.
Natalie Anne Knowlton
August 2022
August 22: "California Lawmakers OK Bill to Keep Bar from Expanding Access" in Bloomberg Law

August 17: "Following decades of discourse on nonlawyer legal services, questions of motives continue" in the ABA Journal

August 16: "California Takes Up Law Firm Ownership Fight After ABA Sidesteps" in Bloomberg Law

August 11: "New Proposal for Legal Advocates Could Help with Housing Instability in Arizona and Utah" on IAALS Blog

August 11
: "On a Slow Train to Nowhere: Paralegal Family Law Practice in Ontario" in Slaw

August 10: "Lawyer-Entrepreneurs Need Regulatory Changes To Increase Access to Justice" in the Recorder

August 10: "'Change Is Coming': Despite ABA Vote, Law Firms Will Face More Rivals Outside the Legal Industry" in the American Lawyer

August 10: "Colorado could be next to let non-lawyers provide limited legal services" on Reuters

August 10: "US lawyers uphold opposition to non-lawyer ownership of firms" on Legal Futures

August 9
: "American Bar Association motion exposes ABS fault line" on Legal Futures

August 7: "Non-attorneys practicing law? Colorado eyes new legal license for divorce, child custody cases." in the Denver Post

August 4: "California Should Not Bar Access to Justice" in Bloomberg Law

August 3: "ABA Center for Innovation Trends Report Details Strides in Legal Innovation" on IAALS Blog

August 3
: "Illinois State Bar Association Co-Sponsors Proposed American Bar Association Resolution and Report on Nonlawyer Ownership of Law Firms and Sharing Legal Fees With Nonlawyers" in the Bar News

August 3: "Legislators shouldn't shut down ways to help Californians get legal help" on CalMatters

August 2: "Lawyers trying to strangle alternative legal advice" on CalMatters

July 29: "How A Law Prof Is Training Non-Attys As Immigrant Advocates" on Law360

July 28: "Oregon Joins Growing List of States Empowering Legal Professionals to Help More People" on IAALS Blog

July
28:
"LSB sets new expectations to ensure lawyers remain competent throughout their careers" in the Legal Services Board News

July 28
: "Solicitors face fresh competence checks" in the Law Society Gazette

July 28: "LSB tells regulators to get moving with ongoing competence reform" on Legal Futures

July 27: "California's Chief Justice Faults Legislature and Lawyer Lobbying for Blocking Movement on Regulatory Reforms" on LawSites Blog

July 26: "How Did Legal Services Get So Unaffordable, and What Are We Going to Do About It?" on the The Chicago Bar Foundation's website

July 22: "Editorial: Californians deserve affordable legal options. Politicians don't seem to agree" in the Los Angeles Times

July 21: "Guest Commentary | Do our legislators believe in equal justice for all? Bill would kill civil legal system reform" in the Santa Cruz Sentinel

July 20
: "Non-lawyer licensing movement gains steam with Oregon approval" on Reuters

July 18: "America's Lawyerless Courts" in the Law Practice Magazine

July 14
: "California Bar presses lawmakers to save legal innovation push'" on Reuters

July 8
: "As States Toy With Reform, Legal Tech Cos. Fill Justice Gap" on Law360

July 7
: "LawtechUK launches 'regulatory pathfinding' programme" on Legal Futures

June 27: "LSB research on unregulated legal services reveals potential consumer benefits and detriments" in the Legal Services Board News

June 24: "Traditional partnerships dying out as ABSs top 1,000" on Legal Futures

June 23: "Can Software Engage in the Unauthorized Practice of Law?" in Legaltech News

June 21: "NQ salaries and the future of city law" on the Passmore Consulting Blog

June 17: "Legal innovation initiatives are on the chopping block in California" on Reuters

June 15: "Minnesota Supreme Court Builds Bridges with Regulatory Reform Opponents" on IAALS Blog

June 15
: "Taking on unauthorized practice of law regulations to expand access to justice'" on Legal Rebels Podcast
From the Sandbox
Some highlights from the latest activity report out of Utah's Office of Legal Services Innovation
  • 42 authorized entities 
    • 14 low risk
    • 14 low/moderate risk
    • 13 moderate risk
    • 1 high risk
  • 19,000 unduplicated clients
  • Varied types of services
    • 36.5% military/veterans benefits
    • 32.9% business (e.g., contracts, entity incorporation)
    • 8.7% accident/injury
    • 7.1% end-of-life planning
    • 3.2% marriage/family
    • 11.6% other (e.g., real estate, housing, public benefits, criminal expungement, etc.)
  • 1 harm-related complaint for every 4,163 legal services delivered
Sec. 4 of bill AB2958 proposes to stop the State Bar of California's working groups that propose changes to the "monopoly that attorneys have over who can give legal advice, who can practice law, and who can represent people in Court." This bill now also proposes to put the working groups on hold until 2025.

Sign this petition and tell Governor Newson: Californians need legal regulatory reform—and access to justice—now. 
Visit our Knowledge Center to track what's happening around the country and the world when it comes to legal regulation, as well as submit information and sign up for notifications.
IAALS is a national, independent research center dedicated to facilitating continuous improvement and advancing excellence in the American legal system. Our mission is to forge innovative and practical solutions to problems within the American legal system. 


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