As amended through June 26, 2024
(a) A lawyer shall: (1) Promptly inform the client of any decision or circumstance with respect to which the client's informed consent is required by these Rules;(2) Reasonably consult with the client about the means by which the client's objectives are to be accomplished;(3) Keep the client reasonably informed about the status of the matter;(4) Promptly comply with reasonable requests for information; and(5) Consult with the client about any relevant limitation on the lawyer's conduct when the lawyer knows that the client expects assistance not permitted by the Rules of Professional Conduct or other law.(b) A lawyer shall explain a matter to the extent reasonably necessary to permit the client to make informed decisions regarding the representation.(c)Lawyer's Biographical Data Form. Each lawyer or law firm shall have available in written form to be provided upon request of the State Bar or a client or prospective client a factual statement detailing the background, training and experience of each lawyer or law firm.(1) The form shall be known as the "Lawyer's Biographical Data Form" and shall contain the following fields of information:(i) Full name and business address of the lawyer.(ii) Date and jurisdiction of initial admission to practice.(iii) Date and jurisdiction of each subsequent admission to practice.(iv) Name of law school and year of graduation.(v) The areas of specialization in which the lawyer is entitled to hold himself or herself out as a specialist under the provisions of Rule 7.4.(vi) Any and all disciplinary sanctions imposed by any jurisdiction and/or court, whether or not the lawyer is licensed to practice law in that jurisdiction and/or court. For purposes of this Rule, disciplinary sanctions include all private reprimands imposed after March 1, 2007, and any and all public discipline imposed, regardless of the date of the imposition.(vii) If the lawyer is engaged in the private practice of law, whether the lawyer maintains professional liability insurance, and if the lawyer maintains a policy, the name and address of the carrier.(2) Upon request, each lawyer or law firm shall provide the following additional information detailing the background, training and experience of each lawyer or law firm, including but not limited to:(i) Names and dates of any legal articles or treatises published by the lawyer, and the name of the publication in which they were published.(ii) A good faith estimate of the number of jury trials tried to a verdict by the lawyer to the present date, identifying the court or courts.(iii) A good faith estimate of the number of court (bench) trials tried to a judgment by the lawyer to the present date, identifying the court or courts.(iv) A good faith estimate of the number of administrative hearings tried to a conclusion by the lawyer, identifying the administrative agency or agencies.(v) A good faith estimate of the number of appellate cases argued to a court of appeals or a supreme court, in which the lawyer was responsible for writing the brief or orally arguing the case, identifying the court or courts.(vi) The professional activities of the lawyer consisting of teaching or lecturing.(vii) The names of any volunteer or charitable organizations to which the lawyer belongs, which the lawyer desires to publish.(viii) A description of bar activities such as elective or assigned committee positions in a recognized bar organization.(3) A lawyer or law firm that advertises or promotes services by written communication not involving solicitation as prohibited by Rule 7.3 shall enclose with each such written communication the information described in paragraph (c)(1)(i) through (v) of this Rule.(4) A copy of all information provided pursuant to this Rule shall be retained by the lawyer or law firm for a period of 3 years after last regular use of the information.Added effective 5/1/2006; as amended; effective 11/21/2008.