Playbook
How do you create legal content that helps without giving legal advice?

The short answer
Write about how a process works and what a reader can generally expect, never what one identifiable person should do about their own facts. General legal information is safe to publish; advice applied to a particular person creates duties and legal risk. Add a plain disclaimer that the content is general information and forms no attorney-client relationship, note that the law varies by state and changes over time, keep every claim truthful, and tell readers to confirm anything close to the line with a lawyer licensed in their own state and with their own regulator.
The line that matters
The whole craft rests on one distinction. General legal information describes how the law and a legal process work. Legal advice applies the law to one identifiable person's facts and tells them what to do. Regulators and courts draw this line constantly, because the same words can land on either side depending on who they are aimed at and how specific they are.
A practical test used by courts and self-help centres: explaining how a court works is information, while telling someone what to argue in their own case is advice. If your content would read the same way to a thousand strangers, you are almost certainly on the information side. The moment it bends to one person's receipt number, deadline or dispute, you have crossed over.
Advice is what creates the exposure. It can form an attorney-client relationship, trigger a duty of care, and for a non-lawyer it can amount to unauthorised practice of law, which states police under their own version of a rule modelled on ABA Model Rule 5.5. Information carries none of that weight, which is why it is the safe raw material for marketing content.
Write about the process, not the person
The reliable way to stay on the safe side is a shift in grammar. Write about how something works and what a reader can generally expect, not what a specific reader should do next. Keep the subject the process, keep the reader anonymous, and describe the terrain rather than steering one traveller through it.
In practice that means trading second-person instructions for third-person description. This is not weaker content. Readers researching a problem want the map before they want the turn-by-turn directions, and the map is what tends to rank and get shared.
Rewrites that keep you on the information side
- "You should file within 30 days" becomes "Many of these deadlines run about 30 days, and the exact period is set by your state."
- "Here is what to put in your response" becomes "A response of this kind generally covers three things, and here is what each one does."
- "Given your situation, do X" becomes "People in situations like this often weigh two paths, and here is the trade-off between them."
- "This clause protects you" becomes "Clauses of this type are meant to allocate a specific risk, and how a court reads one depends on the wording and the jurisdiction."
The disclaimer that does real work
A disclaimer is not a magic shield, and no line of boilerplate rescues content that actually gives advice. What a good disclaimer does is set expectations and rebut the argument that a casual reader reasonably believed they had retained you. That is worth having on every article, guide and social caption that touches the law.
Keep it plain and specific. It should say the content is general information, that it is not legal advice for any particular situation, that reading it forms no attorney-client relationship, and that the reader should consult a licensed lawyer in their own state about their own facts. Put it where a reader will actually see it, not only in a footer nobody scrolls to.
What a working disclaimer states
- This is general information, not legal advice for any specific person or matter.
- Reading or engaging with it does not create an attorney-client relationship.
- The law varies by jurisdiction and changes over time, so it may not reflect your state or the current rule.
- For your own situation, consult a lawyer licensed in your state.
Jurisdiction caveats because the law varies
Almost nothing in US law is uniform across all fifty states. Filing deadlines, notice periods, formation requirements and even basic terminology differ, and a confident national-sounding statement is often simply wrong somewhere. A jurisdiction caveat is not hedging, it is accuracy.
Name the variation explicitly rather than implying a single answer. Where you can, say which state or rule you are describing, and flag that the reader's own state may differ. This also protects you under the advertising rules, because a statement that is true in one state can be materially misleading when read by someone in another.
Staying clean under the advertising rules
If you are a lawyer, or marketing on a lawyer's behalf, your public content is a communication about legal services and falls under your state's version of ABA Model Rule 7.1. The rule is short: a lawyer shall not make a false or misleading communication about the lawyer or the lawyer's services. A statement is misleading if it contains a material misrepresentation, omits a fact needed to keep the whole from being misleading, or is likely to lead a reasonable person to a specific conclusion about your services for which there is no reasonable factual foundation.
In content terms, that rules out guarantees of outcome, unverifiable superlatives, and comparisons you cannot back up. It does not rule out being useful, specific or confident about how the law works. The further rules on how you communicate about your services, including claims of specialisation, sit in ABA Model Rule 7.2, and testimonials are handled through the same misleading standard plus state-specific requirements that vary widely, so check your own state's text before you publish a client quote or call yourself a specialist.
Claims to avoid in public content
- Promises or predictions of a result, such as "we win these cases" or "you will get your deposit back".
- Superlatives you cannot substantiate, such as "the best" or "most experienced" without a verifiable basis.
- Comparisons to other firms that you cannot support with fact.
- "Specialist" or "expert" claims where your state restricts the term or requires certification.
- Testimonials presented in a way your state's rules do not allow.
A check before you publish
None of this needs a compliance department. It needs a short, repeatable pass over each piece before it goes out, aimed at catching the one sentence that quietly turned information into advice, or a truthful line into a misleading one.
Run the same check every time and it becomes muscle memory. The binding rules are always your own state bar's version, not the ABA model, so confirm anything close to the line against your state's actual text or your regulator.
The pre-publish pass
- Does any sentence tell one identifiable reader what to do about their specific facts? Rewrite it as description.
- Is every factual claim, deadline and rule reference real and current, with a jurisdiction noted where it varies?
- Is a plain, visible disclaimer present, and does it fit this format and channel?
- For a lawyer's content, would any line promise a result, mislead, or overstate credentials under Rule 7.1?
- When you are unsure, have you stated the principle without a false specific, and pointed the reader to their own lawyer or regulator?
Common questions
- What is the difference between legal information and legal advice?
- Legal information describes how the law and a legal process work in general. Legal advice applies the law to one identifiable person's facts and tells them what they should do. Explaining how a court works is information, while telling someone what to argue in their own case is advice. The safe rule for content is to stay firmly on the information side and point readers to their own lawyer for their own facts.
- Does a disclaimer protect me if my content gives advice?
- Not reliably. A disclaimer sets expectations and helps rebut the claim that a reader reasonably believed they had retained you, but it does not convert genuine advice into safe information. If the substance applies the law to one person's situation, a footer saying otherwise will not save it. Fix the content first, then add the disclaimer as a backstop.
- Can a non-lawyer or a marketing agency publish legal content?
- Yes, if it is general legal information rather than advice to an identifiable person. Non-lawyers can cross into unauthorised practice of law when they apply the law to a specific person's facts, which states police under their own version of a rule modelled on ABA Model Rule 5.5. Keep the content general, describe processes rather than direct individuals, and confirm the line against your state's own rule.
- What does ABA Model Rule 7.1 actually require?
- Model Rule 7.1 says a lawyer shall not make a false or misleading communication about the lawyer or the lawyer's services. A statement is misleading if it misrepresents a material fact, omits something needed to keep the whole from misleading, or is likely to lead a reasonable person to a conclusion about your services with no reasonable factual foundation. It applies to all your public content, and your binding version is your own state bar's adoption of it.
- Do I need a jurisdiction caveat on every article?
- You need one wherever the law you describe varies by state, which is most of the time. Deadlines, notice periods and requirements differ, so a confident national statement is often wrong somewhere. Name the state or rule you are describing and flag that the reader's own state may differ. This is accuracy, and it also keeps you clear of the misleading-communication standard.
- Can I share client results or testimonials in my content?
- Cautiously, and only within your state's rules. Outcome promises and predictions of success run straight into Model Rule 7.1, and both specialisation claims and testimonials are handled through your state's version of Rules 7.1 and 7.2, which vary in how they are implemented. Confirm your own state bar's exact wording before you publish a client quote, a results claim, or the word specialist, because the model rules are guidance, not the binding text.