We handle the intake. Your firm stays the lawyer.
LegalCRM.pro is a marketing and client-intake system operated by Aday Interactive, Inc. It is not a law firm, and it does not give legal advice. The automations are built to fit the Florida Bar’s advertising rules, Chapter 4-7 of the Rules Regulating The Florida Bar, which correspond to ABA Model Rules 7.1 to 7.3. Under Rule 4-7.11, responsibility for a firm’s advertising stays with the firm, including advertising a vendor sends on its behalf. No vendor can carry that for you.
This page sets out which rules the product is scoped around and which obligations remain yours. It is not legal advice, and it is not a substitute for your own review with Bar counsel.
What LegalCRM.pro is
And, just as importantly, what it is not
LegalCRM.pro is
- • A client-intake and communication system: bilingual forms, a lead pipeline, a unified inbox, follow-up automations, an AI voice agent scoped to scheduling, and reporting.
- • A set of message templates your firm reviews and approves before any of them can send, so the words that go out are words a lawyer signed off on.
- • A technology vendor paid a flat monthly subscription, operated by Aday Interactive, Inc., a marketing and technology consultancy in Coral Gables.
- • Built to capture the data your team needs to run a conflict check, and to respond to people who contacted your firm first.
LegalCRM.pro is not
- • A law firm. We do not practice law, give legal advice, or form the attorney-client relationship. That relationship is yours, and so is every judgment call inside it.
- • A guarantee of Bar compliance. No vendor can make a firm’s advertising compliant; under Rule 4-7.11 that responsibility stays with the lawyer, including for advertising sent on the lawyer’s behalf.
- • A lawyer referral or matching service. We do not steer a prospective client to one lawyer over another, and we are not paid a referral fee (Rules 4-7.17, 4-7.22).
- • A tool for cold solicitation. The automations respond to people who reached out to your firm; they are not a way to send unsolicited real-time solicitations to strangers (Rule 4-7.18).
The shared-responsibility model
Three parties, three distinct jobs
No single party in this chain can carry advertising compliance alone. Each holds a specific, non-overlapping part of it, and the largest part is the firm’s.
The platform
The platform provider
Provides the encrypted infrastructure, the messaging and telephony rails, carrier connectivity, and access logging that the system runs on.
Us
Aday Interactive, Inc.
Configures the templates to fit Chapter 4-7, registers your brand and campaign with the carriers (A2P 10DLC), builds the conflict-check fields into intake, and trains your team on what may be sent.
Your firm
The advertiser
Approves the templates, remains responsible for its own advertising under Rule 4-7.11, clears conflicts, gives the legal advice, and owns the attorney-client relationship.
Chapter 4-7, rule by rule
What each rule requires, and what we do about it
Paraphrased for orientation, not quoted. The controlling text is the Rules Regulating The Florida Bar; read them, or your own Bar counsel, for the authoritative version.
Deceptive and inherently misleading advertisements
A lawyer’s advertising may not be false, deceptive, or inherently misleading, which includes predictions or guarantees of results and unsubstantiated comparisons.
What we do: The template library ships with no “we’ll win,” no “best,” no promised outcome, and no dollar figures presented as what a case is worth. The automated first response confirms the firm can help and offers a time; it does not evaluate the case.
Unduly manipulative or intrusive advertisements
Advertising may not use an appeal that is likely to be understood as promising an unjustified result, or that exploits a person’s vulnerable state.
What we do: This matters most in personal injury and criminal defense, where the person is frightened. The default messages are plain and calm, not pressuring. You can edit tone; the starting point is deliberately restrained.
Direct contact with prospective clients (solicitation)
A lawyer generally may not solicit professional employment in person, by telephone, or by real-time electronic contact from someone the lawyer has no family or prior professional relationship with. Written communications are permitted subject to conditions, including labeling and a 30-day restriction in some accident and wrongful-death matters.
What we do: The automations reply to people who contacted your firm first, a form submission, an inbound call, a text they sent. That is a response, not a prohibited solicitation. We do not provide a way to auto-message people who never reached out, and any solicitation letter or campaign your firm runs on top of this remains the firm’s to clear against Rule 4-7.18, including the 30-day rule.
Payment for advertising and promotion
A lawyer may pay the reasonable cost of advertising, but may not give anything of value to a person for recommending the lawyer’s services, outside the narrow arrangements the rule allows.
What we do: We charge a flat monthly subscription for software and setup. We are not paid per lead, per signed case, or per referral, and we do not recommend your firm to anyone. What you pay does not change with your results.
Application, and who is responsible
The advertising rules apply to all forms of communication about a lawyer’s services, and a lawyer is responsible for advertising made on the lawyer’s behalf.
What we do: This is why approval is a step, not a formality: every template is yours to review and change before it can send, and the record shows what was approved and when. The responsibility is the firm’s; the tooling is ours.
Texting the way the carriers and the TCPA require
Consent, registration, and a working opt-out
Automated texting is governed by the TCPA and the carriers’ A2P 10DLC rules, separate from the Bar rules and applying to every message the system sends.
Consent is captured, not assumed
The intake form includes explicit language about the messages a person will receive, and their answer is stored with a timestamp, which is what a firm needs to show if a consent question ever arises.
Carrier registration before the first send
A2P 10DLC brand and campaign registration is completed during setup. Unregistered business texting is filtered by the carriers, which looks like a broken system rather than a compliance gap.
Opt-out that actually works
STOP, and its Spanish equivalents ALTO and PARE, suppress a contact across every sequence, not only the one they replied to, and it is tested before go-live.
Quiet hours enforced
Nothing automated sends between 9 PM and 8 AM, regardless of when the inquiry arrived.
Intake data and confidentiality
Treated as confidential, owned by the firm
- • Prospective-client intake, including the facts of a matter and the opposing party, is treated as confidential and runs on encrypted infrastructure, AES-256 at rest and TLS in transit.
- • Access is configured by role and logged. Intake staff see what they need to screen and schedule; the full matter is visible to the people the firm designates.
- • The data is the firm’s. On departure it can be exported, and the retention and deletion terms are set out in the Terms of Use.
- • Conflict-check fields are captured on intake so your team can screen for conflicts before the consultation. Running the check, and clearing the conflict, is the firm’s call, not ours.
Who processes the data
The vendor chain, named
Your firm is the controller of its own client data. Aday Interactive, Inc. processes it on your instructions, and relies in turn on the platform provider, which operates the underlying platform as a subcontractor and maintains its own agreements with its subprocessors for messaging, telephony, email delivery, AI, and hosting. The current subprocessor list is in Section 11 of the Terms of Use, and we will provide our current position on request.
No product is “Bar compliant” on its own, ours included; compliance is a status your firm holds and maintains, not a feature a vendor can sell. Aday Interactive, Inc. is a marketing and technology consultancy, not a law firm. Nothing on this page is legal advice, and nothing here creates an attorney-client relationship. For how your firm’s advertising must be handled, consult the Rules Regulating The Florida Bar and your own Bar counsel.