Guidelines for Marketplace Contributors

A. What Licensed Professionals May Do

  • Provide legal advice in jurisdictions where they are authorized

  • Represent clients where permitted

  • Draft legally binding documents

  • Offer legal opinions

B. What Non-Licensed Contributors May NOT Do

  • Provide legal advice

  • Represent clients before government agencies or courts

  • Draft binding contracts (unless supervised)

  • Interpret laws for a specific person’s situation

C. Permitted Activities for Non-Licensed Contributors

  • Legal research

  • Document preparation under supervision

  • Summaries and briefing

  • Filing and administrative tasks

  • Contract management

  • Compliance and risk support

  • Process mapping / operations

  • Drafting templates or non-binding documents

D. Platform Protections

  • Mandatory role tagging (Licensed / Non-licensed)

  • Automatic disclaimers on non-licensed profiles

  • Restricted vocabulary for non-licensed roles (e.g., “support,” “drafting assistance,” “research,” not “advice,” “opinion”)

  • Clear user onboarding flow about how to select the correct provider type

  • Jurisdiction-specific warnings (e.g., UPL restrictions for the U.S., SRA compliance for UK)

  • Automatic prompts if a non-licensed contributor attempts to post an advice-related service

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