Can non-lawyers help people study law and do small claims? Can a self-taught enthusiast in an unrelated occupation, without a law degree, without any sort of formal legal education nor bar admittance, help other people study law? What would be the limitations? For simplicity, let's assume an honest person who makes it clear that they're not a lawyer: can they volunteer as a first step in informing another person of their possible legal options (e.g., in landlord-tenant disputes), such that a person is more knowledgeable in case they do decide to contact or retain a lawyer? Can such an enthusiast accept fees and/or gifts directly from someone they help study law, like a beer or lunch, for their help/suggestions in navigating the law? Can they casually mention that if the person wins their case, and thinks that such an enthusiast helped them do so, that a payment would be welcome? What would be the limitations? Likewise, what about Small Claims Court? Although I know that in other courts you generally can't represent another person unless you have been admitted to the bar, Small Claims Courts in California don't actually admit any lawyers who aren't parties to a dispute. So, can a volunteer enthusiast help represent someone else in a small claims court, in either California or Texas? If an enthusiast helps prepare certain documents on behalf of the plaintiff for Small Claims Court in California or Texas, or, for example, even the demand letter that would have to be sent before a small claims action could be started in Texas, could they negotiate with the plaintiff for a certain payout of the money recovered?
In California, UPL has a flexible definition and is analyzed situationally, as is the formation of an attorney-client relationship. The shorthand definition for UPL is usually given as something like "doing what lawyers do." When your "help" goes beyond "studying law" and begins to deal with applying that law to a particular legal matter, you're definitely in the neighborhood. If you're encouraging people to compensate you monetarily, even on the sly (or perhaps especially on the sly) that's just going to make it shadier. There's no clear line that divides "assistance" from "advice" or "information" from "counsel." You're not going to find a statute or professional rule that helpfully explains just how close you can get to UPL through wink-wink-nudge-nudge "unofficial-but-maybe-you-should-still-pay-me" legal "information-but-not-advice" before liability attaches, which seems to be the drift of the question (although I understand it was edited). People v. Merchants Protective Corp., 209 P.363, 365 (1922) 'As the term is generally understood, the practice of the law is the doing or performing services in a court of justice, in any matter depending therein, throughout its various stages, and in conformity to the adopted rules of procedure. But in a larger sense it includes legal advice and counsel, and the preparation of legal instruments and contracts by which legal rights are secured although such matter may or may not be depending in a court.' Quoting In the case of Eley v.Miller, 7 Ind. App. 529, 34 N. E. 836. Baron v. Los Angeles, 2 C.3d 535, 86 C.R. 673, 469 P.2d 353 (1970). "(T)he Legislature adopted the state bar act in 1927 and used the term 'practice law' without defining it. [FN7] The conclusion is obvious and inescapable that in so doing it accepted both the definition already judicially supplied for the term and the declaration of the Supreme Court (in 'Merchants') that it had a sufficiently definite meaning to need no further definition. The definition above quoted from People v. Merchants' Protective Corp. has been approved and accepted in the subsequent California decisions (citations), and must be regarded as definitely establishing, for the jurisprudence of this state, the meaning of the term 'practice law." (People v. Ring (1937) supra. 26 Cal.App.2d Supp. 768, 772, 70 P.2d 281, 283.) For comparison, the Texas Bar's UPL Committee has a digest of the applicable statutes and rules here (they also provide a few appellate decisions that might interest you). In terms of legitimately paid non-attorney help with preparing documents and the like, here's a long discussion on avoiding UPL from a Legal Document Assistant trade association site. Realistically, UPL is investigated in retrospect, mostly in response to complaints. The proper context to analyze this hypothetical is to envision the non-client furious at the non-lawyer after the case has been lost. If everything goes well the non-lawyer probably gets his "gift" and the State Bar is none the wiser. (Although I suppose there's the further wrinkle that if the non-client wins and doesn't provide the "gift" then the non-lawyer likely has no good remedy).
He is mistaken. The statute of limitations for suing someone for a car accident, and for enforcing an oral promise, are both far longer than 3-4 months. You could get an estimate of the damages, report it to his insurance company, and, if the insurance company does not cooperate promptly, bring suit in a court of limited jurisdiction or a small claims court. Even if you don't retain a lawyer to take on the case for you fully, if you need to sue, you should hire a lawyer to coach you on the high points of how to represent yourself in this case, particularly with regard to how to fill out the Complaint, how to serve the other driver with process, and what evidence you need to present in what manner a trial.
Kansas evaluates these kinds of cases, known as premises liability cases, under the general law of negligence (which is a common law claim governed by case law in Kansas, rather than a statute, except as modified by specific statutes in some respect or other). When you own or control a piece of property, you are responsible for making reasonable efforts to ensure that visitors are safe. If you fail to identify safety risks that you should have reasonably known about, or if you fail to correct potentially hazardous conditions, you could be held liable for any injuries that result. The law is just that vague and is interpreted by judges and juries on a case by case basis. When that happens Kansas uses a comparative negligence system that evaluates the percentage of the fault attributable to everyone who is alleged to have been negligent including the person injured. Damages are allocated based upon those percentages (unless the person injured is more than 50% at fault, in which case the person injured recovers nothing in the lawsuit). Kansas is not among the states that make a formalistic distinction between the duties owed to &quot;invitees&quot;, &quot;licensees&quot; and &quot;trespassers&quot; as the common law historically did. If a risk is foreseeable and you could have taken affordable precautions (relative to the value of the activity the not taking the precaution made possible) to address it, and you didn't, you could be held liable. Trespassing is just one of an infinite number of factors that the jury considers in assigning comparative fault. The main pro-active actions that you can take are to purchase homeowner's insurance with reasonable liability policy limits and ideally umbrella insurance as well (which increases your policy limits at a modest additional cost), and to communicate in writing to the neighbor (in a way that you can prove if anything happens later) warning your neighbor of the risks that you foresee and urging your neighbor to take care to avoid those risks. The statute of limitations in these cases in Kansas is usually two years although exceptions apply.
When a complaint is first file, per case law, courts have a duty to believe each allegation you make on information and belief as long as they are each not contradicting any other statement or other evidence present at the time of filing. This isn't true. The court doesn't have to actually believe you. The court merely has to assume for sake of argument that the things said are true for the narrow purpose of evaluating whether they describe a legal wrong in a formal sense. Also, under modern federal pleading rules in the U.S., the judge doesn't have to believe you and can dismiss your complaint if it is not &quot;plausible.&quot; Your attorney has a duty to not merely assume that everything that a client tells the lawyer is true. In federal court, the governing rule is Federal Rule of Civil Procedure 11, which states that when an attorney files and signs a document in court that the attorney: certifies that to the best of the person's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances: (1) it is not being presented for any improper purpose, such as to harass, cause unnecessary delay, or needlessly increase the cost of litigation; (2) the claims, defenses, and other legal contentions are warranted by existing law or by a nonfrivolous argument for extending, modifying, or reversing existing law or for establishing new law; (3) the factual contentions have evidentiary support or, if specifically so identified, will likely have evidentiary support after a reasonable opportunity for further investigation or discovery; and (4) the denials of factual contentions are warranted on the evidence or, if specifically so identified, are reasonably based on belief or a lack of information. The California state law obligations is more or less identical in substance, although the procedural rules of California are codified differently than the federal rules. So, a lawyer is required to reasonably inquire into whether the client is telling the lawyer the truth about the client's motives and about the facts. It is a breach of the lawyer's duties to the court and the profession to simply take what a client tells the lawyer at face value, accepting it uncritically.
The lawyer referred to in that article is suing in his capacity as the recipient of spam emails under California's anti-spam law. Not every jurisdiction has a law like this. I'm from Australia. In Australia, when we make laws prohibiting something, the law usually appoints a government agency to administer the law and bring prosecutions under it, and fines are paid to the government. In contrast, America has a lot of these laws where affected individuals can sue and collect the fines personally. So under the Californian law, you can get $1,000 per email for particular kinds of spam even if you haven't actually suffered any real damage: California Business and Professions Code s 17529.5(b)(1)(B)(ii). How? You need to work out who sent the spam, get evidence to prove it, and file a claim in a Californian court. Apparently you can sue in small claims court, which saves you on filing fees. It helps if you have many email accounts, because then you will receive many emails and therefore can collect many fines. One of that lawyer's wins was in Balsam v Trancos (2012) in the Californian Court of Appeal. Another example of a judgment discussing the Californian anti-spam law is Bontrager v Showmark Media.
For service by US mail, they will attach a "proof of service" to the mailed document that contains a declaration by the person who placed it in the mail. (I think other jurisdictions may refer to this as an 'affidavit of mailing.') The e-mail notice is an informal preliminary, not the actual proof of service. As to the prohibition on party service, it's to discourage fraud and avoid direct confrontation. It's important to comply because if you don't the court lacks personal jurisdiction and any judgment or order issued is void. Here's a case on it: Caldwell v. Coppola 219 Cal. App. 3d 859 Court of Appeal, 4th Appellate Dist., 1st Div. 1990 The first Practice Act limited personal delivery of the summons to the sheriff of the county where the defendant may be found...Although the Practice Act was amended to permit private individuals to serve notice, the common law rule consistently prohibited an interested person from personal service on the opposing party...In 1872 the Legislature enacted section 410 limiting personal service to a nonparty or the sheriff of the county where the defendant is found...In prohibiting personal service of process by parties, the current section 414.10 continues the intent of section 410. The long-standing prohibition on personal service by the opposing party arises from the adversarial interest present in legal actions and the concern for discouraging fraudulent service. "The common law rule was that an interested party could not serve a summons, the policy behind the rule being that an interested party should not be put in a position whereby he might gain an advantage over his antagonist." (Com. (1929) 3 So.Cal.L.Rev. 129.) Although attorneys are competent to serve process, the prohibition on service by the opposing party is strictly enforced. (See Sheehan v. All Persons(1926) 80 Cal. App. 393 [252 P. 337].) When a party has served notice on the opposing party, the court lacks personal jurisdiction over the defendant. (In re Marriage of Smith (1982) 135 Cal. App.3d 543 [185 Cal. Rptr. 411].) Personal service by a party renders any judgment or order arising from the proceeding void, despite the defendant's actual notice. (Sullivan v. Sullivan (1967) 256 Cal. App.2d 301 [64 Cal. Rptr. 82].[10])
This is largely congruent with* the doctrine of laches. The basic idea, under common law, is that you can lose rights by failing to assert them. This is generally important for many reasons, but specifically in the case of appeals: The argument should have been brought before the trial court. Justice is not a game, but it's important to recognize that the party trying to raise the argument had an opportunity to do so already. They have given up their right to raise this argument, and extending them the privilege of doing so is (for the following reasons) not good for the system. Courts of appeals are typically not well-equipped to evaluate factual evidence. It is not their area of expertise. Witnesses or evidence may be less available. It's just not practical to try to adjudicate factual issues on appeal, most of the time. If anyone could get an appeal by bringing new factual arguments, then everyone would do that. You'd bring your strongest argument before the district court, and then if that fails, bring the second strongest before the circuit court. That way, you get an extra trial. This is inefficient. Allowing factual arguments on appeal would encourage attorneys and their clients to strategically bring different facts before different courts. This kind of forum-shopping is harmful because it has little to do with who has the stronger overall case, and more to do with who has the better lawyer. * "Congruent with" is not the same as "an instance of"; this rule is not formally an application of laches. It just happens to share the same justification.
Another possible answer: The legal profession is a cartel, protected by laws. "Unlicensed/Unauthorized Practice of Law" is a big enough issue that its acronym (UPL) is well known among people who discuss law. Non-lawyers may decline to provide legal advice because they don't want to be charged with UPL. Likewise, as a matter of policy (at least in the U.S.) most government agencies and many employers in businesses that frequently receive requests for legal information instruct their employees to avoid giving anything that could be construed as legal advice. Which policy employees might cite to avoid helping with requests for even the most basic legal information.