§ Rule 8-3.1 Supervision and reporting requirements

Codes > Florida Statutes > Rules Regulating > Chapter 8 : 8-3 Supervision > Rule 8-3.1

Rule 8-3.1. Supervision and reporting requirements

    Any lawyer referral service approved by The Florida Bar and operated by a local bar association shall submit 3 quarterly reports and an annual report to The Florida Bar. The reports shall contain:

    (a) a statement of the sources of income by category and amount;

    (b) a statement of expenditures by category and amount;

    (c) the number of attorneys who were members of the lawyer referral service for the reporting period and special panels, if any;

    (d) the number of inquiries received by the referral service from members of the public during the reporting period;

    (e) the number of referrals for legal services made by the service during the reporting period;

    (f) the number of referrals for nonlegal services made by the service during the reporting period;

    (g) a statement of the operation of the lawyer referral service, including the number of personnel employed and the means by which referrals are made by the service; and

    (h) a statement of changes, if any, to the bylaws and regulations governing the lawyer referral service.

    The annual report shall also contain a proposed budget for the next year and a statement of any material changes in the operation of the lawyer referral service since the filing of the initial application under rule 8-2.2 above.

    The Florida Bar shall actively supervise the operation and conduct of all lawyer referral services established under this chapter and may require such other information as it deems necessary to determine the benefits of such service to the public and the achievement of the policies stated herein. The Florida Bar shall not make any charge to the local bar association or its lawyer referral service for such supervision.