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Operational Requirements

Utah Code tit. 13, ch. 13-68, pt. 13-68-P3
in effect

Utah Code § 13-68-301 Requirements for written contract -- Prohibited statements.

13-68-301. Requirements for written contract -- Prohibited statements. (1) A lawyer referral consultant shall provide a client with a written contract before providing a lawyer referral consulting service to the client. (2) The contents of the written contract described in Subsection (1) shall comply with this section and rules the division makes in accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act. (3) A prospective client may cancel a written contract on or before midnight of the third business day after execution of the written contract, excluding weekends and state and federal holidays. (4) A written contract under this section shall be stated in both English and in the client's native language. (5) A written contract under this section shall: (a) state the purpose for which the client hires the lawyer referral consultant; (b) state the one or more lawyer referral services the lawyer referral consultant will perform; (c) state the price for a lawyer referral service the lawyer referral consultant will perform; (d) include a statement printed in 12-point boldface font that the lawyer referral consultant: (i) is not an attorney; and (ii) may not perform the legal services that an attorney performs; (e) include a provision stating that the client may report complaints relating to a lawyer referral consultant to the division, including a telephone number and website; (f) include a provision stating that complaints concerning the unauthorized practice of law may be reported to the Utah State Bar, including a telephone number and website; and (g) include a provision stating in boldface on the first page of the written contract: "You may cancel this contract on or before midnight of the third business day after execution of the written contract." (6) A lawyer referral consultant may not, without some basis in fact: (a) include in a written contract a guarantee or promise; or (b) orally represent that the lawyer referral service includes a guarantee or promise. (7) A written contract is void if not written in accordance with this section. Amended by Chapter 95, 2026 General Session

Utah Code § 13-68-302 Accounting for services -- Receipts.

13-68-302. Accounting for services -- Receipts. (1) (a) A lawyer referral consultant shall provide a signed receipt to a client for each payment the client makes. (b) A receipt described in Subsection (1)(a) shall be typed or computer generated on the lawyer referral consultant's letterhead. (2) A lawyer referral consultant shall provide a statement of accounting for the lawyer referral services rendered and payments made: (a) in the client's native language; (b) that is typed or computer generated on the lawyer referral consultant's letterhead; (c) that lists the individual and total charges for services; and (d) that lists the payments made by or on behalf of the client. Amended by Chapter 95, 2026 General Session

Utah Code § 13-68-303 Notice to be displayed -- Disclosure to be provided in writing.

13-68-303. Notice to be displayed -- Disclosure to be provided in writing. (1) (a) Before providing any services, a lawyer referral consultant shall provide a client with a written disclosure in the native language of the client that includes the following: (i) the lawyer referral consultant's name, address, and telephone number; (ii) the lawyer referral consultant's agent for service of process in this state, including the agent's: (A) name; (B) street address; (C) mailing address; and (D) telephone number; (iii) evidence of compliance with any applicable surety bond or certificate of deposit requirement, including the surety bond or certificate of deposit number; and (iv) a list of the services that the lawyer referral consultant provides and the current and total fee for each service. (2) A lawyer referral consultant shall obtain the signature of the client verifying that the client receives the written disclosure described in Subsection (1) before a lawyer referral consultant provides a service. (3) Except as provided in Subsection (4), a lawyer referral consultant who prints, displays, publishes, distributes, or broadcasts, or who causes to be printed, displayed, published, distributed, or broadcasted, any advertisement for services as a lawyer referral consultant, shall include in that advertisement a clear and conspicuous statement that the lawyer referral consultant is not an attorney. (4) Subsection (3) does not apply to a person who is not an active member of the Utah State Bar, but is an attorney licensed in another state or territory of the United States. (5) A person described in Subsection (4) shall include in an advertisement for lawyer referral services a clear and conspicuous statement that the person is not an attorney licensed to practice law in this state, but is an attorney licensed in another state or territory of the United States. (6) If an advertisement subject to this section is in a language other than English, the statement required by Subsection (3) shall be in the same language as the advertisement. Amended by Chapter 95, 2026 General Session
Source: Utah Office of Legislative Research and General Counsel (le.utah.gov)URL: https://le.utah.gov/xcode/Title13/Chapter68/13-68-P3.html?v=C13-68-P3_2023050320240502Fetched: 10/26/2026

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