START HERE

Check that every claim is accurate, can be supported and helps the reader make an informed choice. Review the current professional rules before using testimonials, fee claims or referral arrangements. A platform listing does not remove those responsibilities.

Understand the situation and prepare

Read the page as a prospective client might. Could it imply a guaranteed result, a special qualification you do not hold or regulator endorsement? Verify credentials and obtain appropriate permission before using client information. Explain prices and exclusions clearly. Check referral arrangements separately rather than assuming ordinary advertising rules answer every question.

Review the meaning a prospective client could take away

Assess the overall impression of the profile or advertisement as well as individual phrases. Check professional details, fee descriptions, testimonial permissions and any arrangement involving referrals. A platform listing or owner-approved article does not certify the communication or business arrangement as compliant with professional requirements.

A practical example

Illustrative example: A profile accurately lists a service but its headline implies a predictable result. Review the headline, description, exclusions and surrounding design together. Replacing the headline with a factual description may improve clarity, but the illustration is not legal clearance of a particular advertisement or referral model.

Questions to settle before the next step

Ask what evidence supports a claim and whether client material can be used at all. Check current regulator guidance and obtain focused advice for unclear arrangements. Keep review records and revisit content when circumstances change. Private matter documents must not become marketing material merely because a team member can access them.

ONE STEP AT A TIME

Your next steps

  1. Review the current rules for each marketing format.
  2. Substantiate credentials, fees and factual claims.
  3. Check permissions and referral arrangements.
  4. Record approval and revisit content when circumstances change.
SUPPORT, WHEN YOU NEED IT

How LegalMart can help

01 / MARKETPLACE

A clearer path from enquiry to engagement

LegalMart profiles, service offerings and guides give you places to explain useful work in plain language. Use them to help people understand suitability and the next step. Do not turn a platform access decision into a claim about professional superiority.

02 / WORKPLACE

Tools for the work behind the service

Workplace records are for delivering legal work, not a ready-made marketing library. Keep confidential matter material separate from public content and obtain the authority needed before any reuse.

What to keep in mind

LegalMart does not certify marketing or referral arrangements as compliant. You must assess the content and arrangement under the current rules. Avoid promises of outcomes, unsupported comparisons and implied LSO endorsement.

WHEN YOU’RE READY

See how LegalMart fits your practice.

Explore lawyer onboarding and the available tools. Check the current terms and choose what supports your clients and your way of working.

Explore lawyer onboarding

Helpful sources

Read more from these official sources. Rules and services can change; check the current information before acting.

About this guide

Written for Ontario by LegalMart. Prepared with AI assistance.

General information for Ontario, not advice for your particular situation. An independent lawyer can advise you on your circumstances. LegalMart is a technology platform, not a law firm.