Pre-launch draft — Lexboard is not yet operating as a legal entity. These documents are drafts under legal review and are not yet in effect or binding.
Legal
Lexboard is designed to support law firms' compliance with the ABA Model Rules of Professional Conduct and common state-bar variants. The firm remains the licensed professional and is solely responsible for its own compliance; the descriptions below summarize how Lexboard's features can support that compliance.
ABA Model Rule 1.1 (Competence)
Obligation
Comment 8 requires a lawyer to keep abreast of changes in technology and benefits / risks of relevant technology.
Platform support
Lexboard offers documented onboarding, jurisdiction-aware tooling (per-state deadline math, demand-letter templates per state), and AI-assistive features with attorney-review gating.
ABA Model Rule 1.6 (Confidentiality)
Obligation
Lawyer shall not reveal information relating to the representation of a client absent informed consent.
Platform support
All firm data is segregated by tenant at the database row level (RLS). External disclosures (email send, share-link, export, esign send) are recorded in the firm's external-disclosure log per Rule 1.6 standards.
ABA Model Rule 1.15 (Safekeeping Property)
Obligation
Funds of clients or third parties must be held in a separate trust account; records preserved for 5 years after termination of the representation.
Platform support
Stripe Connect routes client funds directly to the firm's connected bank (per state-bar-chartered IOLTA). Trust ledger entries require explicit human posting after funds clear — never auto-posted from a webhook — for bar-audit cleanliness. Records retained per the firm's retention policy.
FL 5-1.1 (Florida Bar)
Obligation
Florida-specific IOLTA disclosures + recordkeeping under Rule 5-1.1 / 5-1.2.
Platform support
Firm Information settings include IOLTA disclosure text per FL requirements. Closing-statement PDFs surface the firm's IOLTA institution.
GA Rule 1.15(II) (State Bar of Georgia)
Obligation
Georgia-specific trust accounting per Rule 1.15(II) of GA Rules of Professional Conduct.
Platform support
Same as ABA Rule 1.15 with GA-specific disclosure templates and Holt-demand workflows.
TX 1.14 / 1.15 (State Bar of Texas)
Obligation
Texas-specific IOLTA + Stowers demand workflow + 30-day acceptance windows per case law convention.
Platform support
Pre-built Stowers demand template + 30-day deadline countdown + auto-citation to Stowers Furniture Co. v. American Indemnity Co., 15 S.W.2d 544 (Tex. Comm'n App. 1929).
Cal. Rule 1.15 (State Bar of California)
Obligation
California-specific IOLTA per Rule 1.15 of CA Rules of Professional Conduct.
Platform support
IOLTA disclosure templates per CA requirements.
NY DR 9-102 (Code of Professional Responsibility)
Obligation
New York-specific trust accounting under DR 9-102.
Platform support
IOLTA disclosure templates per NY requirements.
ABA Model Rule 1.18 (Duties to Prospective Client)
Obligation
Even when no client-lawyer relationship ensues, info from a prospective client is owed confidentiality.
Platform support
Intake leads stored separately from cases. Conflict checks required before promoting an intake lead to an open case. Audit log preserved.
ABA Model Rule 5.3 (Nonlawyer Assistance)
Obligation
Lawyer must ensure conduct of nonlawyer assistants (including software vendors) is compatible with the lawyer's professional obligations.
Platform support
Lexboard provides this Bar-Rule page, a Data Processing Agreement, Subprocessor list with 30-day change notice, audit trail of all platform actions, and an incident response plan.
ABA Model Rule 7.1 (Communications about Services)
Obligation
False or misleading communications about a lawyer's services are prohibited.
Platform support
AI-drafted client communications are clearly marked as draft and require attorney review before send. Demand letters require explicit attorney approval. The AI Features Disclaimer in the Terms of Service confirms AI tools are assistive only.
Records retention (varies by state)
Obligation
State bars typically require client-file retention from 5 to 10 years post-termination of representation.
Platform support
Lexboard's data-retention policy holds case data per the firm's chosen retention setting (default 7 years). Data export available at any time; deletion requires explicit admin confirmation.
Last updated: June 29, 2026