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Florida and Arizona Attorney Advertising Rules for Automated Text Intake

These two states sit at opposite ends of the spectrum. Arizona's rules say in plain language that text messages are not the kind of contact the solicitation rule is aimed at. Florida has a filing programme, a 30-day waiting period, and a state statute with its own private right of action. If you run one intake system across both, you build to Florida.

By Arsenii Olshevsky, founder of Versa Group Published 12 min read

Last reviewed 31 July 2026  ·  Written for personal injury firms running one intake system across Florida and Arizona.

Does Arizona treat a text message as solicitation?

Arizona ER 7.345 restricts live person-to-person contact. Comment [2] to the rule states directly that person-to-person contact "does not include chat rooms, text messages, or other written communications that recipients may easily disregard." A text is not the contact the rule targets, and an inbound reply is not a solicitation in the first place.

The comment is unusually clear for an ethics rule, so it is worth reading in full:

"'Live person-to-person contact' means in-person, face-to-face, live telephone and other real-time visual or auditory person-to-person communications, where the person is subject to a direct personal encounter without time for reflection. Such person-to-person contact does not include chat rooms, text messages, or other written communications that recipients may easily disregard."Arizona ER 7.3, Comment [2]4

ER 7.3(a) defines solicitation the same way California and Texas do — a communication initiated by or on behalf of the lawyer, directed to a specific person the lawyer knows needs legal services in a particular matter. An automated reply to someone who filled in your form is not initiated by you.

Arizona also has no advertising filing requirement. Nothing goes to the State Bar for review, nothing has to be pre-cleared, and there is no waiting period. The advertising rules were restructured by Supreme Court order R-20-00304 in 2020, and ER 7.3 is the operative solicitation rule after that restructuring. Read the current rule text rather than any pre-2021 summary.

What is Florida's 30-day rule and does it apply to intake?

Florida Rule 4-7.18(b)(1)(A)1 bars written communication to a prospective client in a personal injury or wrongful death matter within 30 days of the incident. The Florida Bar's own handbook describes that bar as applying to unsolicited communications1. Whether a reply requested by the recipient falls outside it is genuinely unsettled on the face of the rule text, so confirm it before you rely on it.

The Florida 30-day window and where a requested intake reply sits in it A timeline. From day zero, the day of the incident, to day 30, Florida Rule 4-7.18(b)(1)(A) bars written communication to a prospective client in a personal injury or wrongful death matter. After day 30 written communication is permitted. A note below records that where an intake reply sits is unsettled: Rule 4-7.20 exempts communications sent at a prospective client request from the filing requirement, but does not on its face resolve whether 4-7.18(b)(1)(A) yields to a requested reply inside the 30 days. FLORIDA RULE 4-7.18(b)(1)(A) · PERSONAL INJURY AND WRONGFUL DEATH MATTERS No written communication to the prospect Written communication permitted Day 0 Day 30 the incident Where an intake reply sits is unsettled. Rule 4-7.20 exempts communications sent at a prospective client’s request from filing. It does not, on its face, resolve whether (b)(1)(A) yields to a requested reply inside the 30 days. Nobody honest will tell you it does.
This is the one genuinely ambiguous point on the page, and it is the one worth an advisory opinion from The Florida Bar before you switch anything on.

Here is why we will not give you a confident answer. Rule 4-7.18(b)(1) opens: "A lawyer may not send, or knowingly permit to be sent, on the lawyer's behalf ... a written communication directly or indirectly to a prospective client for the purpose of obtaining professional employment if:" — and then lists prohibitions (A) through (G), of which (A) is the 30-day bar.

The exemption that firms usually point to is (b)(3):

"The requirements in subdivision (b)(2) of this rule do not apply to communications between lawyers, between lawyers and their own current and former clients, or between lawyers and their own family members, or to communications by the lawyer at a prospective client's request."Florida Rule of Professional Conduct 4-7.18(b)(3)1

Read literally, (b)(3) exempts requested communications from (b)(2), which is the format and content subdivision. It does not by its own terms exempt them from (b)(1)(A), where the 30-day bar lives. But the Bar's 2025 Handbook1 describes the 30-day wait as attaching to unsolicited communications, and a communication made at the prospective client's request is not unsolicited. Secondary commentary splits both ways.

We think the Handbook framing is the better reading and matches the rule's purpose. We are not the ones whose licence is at stake. If you practise PI in Florida and you are switching on automated intake, spend twenty minutes with The Florida Bar's Ethics Hotline2 and get the answer in writing. That call is free and the alternative is not.

Does Florida require filing?

Yes for most advertisements, with exemptions. Rule 4-7.20 exempts communications sent at a prospective client's request from the filing requirement. Filing fees are $250 for a timely filing and $750 for one filed late, effective 1 July 202612.

The request exemption in 4-7.20 is the cleanest structural signal that Florida distinguishes requested communications from outbound advertising throughout its advertising rules. It is also, on its own, only about filing. It does not resolve the (b)(1)(A) question above.

Florida runs a genuine review programme, and firms can submit an advertisement for an advisory opinion before use. If your intake sequence contains anything beyond neutral fact-gathering, that is the safe route.

What is the Florida Telephone Solicitation Act and why does it matter more than the TCPA here?

The FTSA is Florida’s state telemarketing law. Florida Statute § 501.0593 treats a text message as a "telephonic sales call," requires prior express written consent, and creates a private right of action with actual damages or $500 per violation, trebled up to three times for a willful or knowing violation. It also gives a 15-day cure period after a recipient replies STOP.

The FTSA is why Florida deserves its own paragraph in any intake build. It has been the engine behind a large volume of consumer class actions since 2021, and the damages structure means volume matters more than intent.

Two operational consequences. First, your consent language on the web form has to be real prior express written consent — a clear, conspicuous disclosure next to the submit button, tied to the phone number the person typed in, and logged. Second, the 15-day cure clock after a STOP reply is a hard deadline, and the statute permits exactly one confirmation message after opt-out. Anything else inside that window is exposure.

The federal TCPA sits on top of all of this: $500 per message, $1,500 for willful violations6, plus the FCC revocation rule requiring that any reasonable opt-out wording be honoured within ten business days since 11 April 2025. The broader "revoke all message types" element now takes effect 31 January 20277.

What consent language does a Florida intake form need?

The disclosure should be separate and clear. It should sit next to the submit button, tie consent to the phone number entered, name the firm, say automated messages may be used, and state that agreement is not a condition of anything. Capture it with a timestamp and store the record.

The federal definition is the one to build to, because meeting it also satisfies the FTSA's written-consent requirement. 47 CFR § 64.1200(f)(9)8 defines prior express written consent as an agreement in writing, bearing the signature of the person called, that clearly authorises the sender to deliver messages using an automatic telephone dialing system or an artificial or prerecorded voice, and that includes the number to which those messages may be sent. The written agreement must clearly disclose two things: that signing authorises those messages, and that signing is not a condition of purchase. An electronic signature counts.

Draft form language — for your ethics counsel to review By checking this box, I agree that Delgado & Ruiz, or an assistant acting for the firm, may send me text messages, including messages sent by an automated system, at the mobile number I entered above, about my inquiry. I understand that agreeing is not a condition of receiving any service, and that submitting this form does not create an attorney-client relationship. Message and data rates may apply. Reply STOP at any time to stop messages.

Four things about that paragraph are doing the work. It names the firm rather than a vendor. It says "including messages sent by an automated system," which is the disclosure the regulation asks for in plain words. It says agreeing is not a condition, which is the second required disclosure. And it disclaims the attorney-client relationship, which is a Florida advertising-rule concern rather than a TCPA one but belongs in the same place.

Keep the checkbox unticked by default and separate from any other agreement. A consent bundled into a general terms-of-use tickbox is the version that loses.

What has to happen after someone replies STOP

Florida's cure provision is narrow and the sequence matters. Build it once and test it:

  1. The word arrives, in whatever form. STOP, "stop texting me", "remove me", "quit", "no more". Since 11 April 2025 the FCC requires any reasonable wording to be treated as revocation7, so keyword-only matching is no longer enough.
  2. One confirmation message, and only one. Confirm the opt-out, say nothing else. No offer to help, no callback question, no "are you sure".
  3. Silence for that number, immediately. Not within ten business days as a target — immediately, with the ten-day figure as the outer legal limit rather than your operating standard.
  4. The suppression has to survive the next form submission. If the same person fills the form again a month later, that is a fresh request and a fresh consent. If it is a different person on the same number, you need to be able to show which is which.
  5. Log all of it. Timestamp of the revocation, timestamp of the confirmation, and the fact that nothing followed. A transcript you can export is the only version of this that helps you.

What does a compliant Florida intake script actually look like?

A compliant Florida script is explicit about the firm, purpose, and opt-out. It names the firm, uses a not-an-attorney line, collects facts only, and keeps one fixed deflection. It also avoids a pitch during the 30-day window and promises a callback rather than a case. Here is a full annotated exchange.

Treat it as a draft to mark up with your own ethics counsel. The annotations exist so you can see what breaks if you change a line.

First exchange — inbound web form, 9:40pm, Florida firm

Hi Andre, this is the after-hours line for Delgado & Ruiz. Thanks for reaching out through our site. I'm an assistant, not an attorney, and I can't give legal advice — I can take a few details so an attorney can call you in the morning. Reply STOP any time to stop these messages.
Why each part is hereNames the firm. States it is not an attorney before anything else. Says explicitly that this is a reply to his own enquiry, which is the fact the whole Florida analysis turns on. Opt-out in the first message, which is also what the FTSA cure path assumes.
hey. i was in a wreck on i-95 two days ago, still figuring out what to do
The 30-day window is now liveTwo days since the incident. Under Rule 4-7.18(b)(1)(A) the window matters, and whether a requested reply sits outside it is unsettled. Whatever your ethics counsel says, this is the point at which nothing in the script may read as a pitch. No firm credentials, no results, no "we handle cases like this every day."
I'm sorry, that's a lot to deal with. Two quick things for the attorney: roughly what time did it happen, and has anyone looked at you medically since?
Facts onlyBoth questions ask for something he already knows. Neither implies fault, value or a deadline. Nothing here would read as advertising if it were quoted back to you.
tuesday night. went to urgent care wednesday. the other guy's insurance already called me, should i talk to them?
The judgment requestIt arrives in almost every conversation. This one is worse than most, because a wrong answer has immediate consequences for the case.
That's a question for one of our attorneys — I've written it down so it's the first thing they go through with you. Last one from me: what's the best number to reach you on in the morning?
One fixed deflection lineApprove this sentence in writing and hard-code it. Every request for judgment routes here, identically, every time. Note what it does not do: it does not say "don't talk to them", which would be advice.
STOP
The cure path, mid-conversationPeople do this. One confirmation message, nothing else, and the number is suppressed from that moment. The firm still has the transcript and the callback request; it simply cannot text him again.
You won't get any more texts from us. If you'd still like the attorney to call, just phone the office in the morning.
The one permitted messageConfirms the opt-out and gives him a route back that does not require a text. Nothing after this sends. The FTSA permits exactly one confirmation; a second message is exposure.

What changes if the firm is in Arizona

Less than you would expect, and that is the point. Arizona has no filing programme, no waiting period, and no state texting statute, so the script above is already more conservative than Arizona requires. Three practical deltas:

  1. The 30-day sensitivity disappears. There is no Arizona equivalent of 4-7.18(b)(1)(A), so recency of the accident does not constrain the wording.
  2. The consent block is federal-only. No FTSA layer, so the form language is driven by the TCPA and by ER 7.1's general prohibition on false or misleading statements.
  3. Everything else stays. The not-an-attorney line, the deflection line, the opt-out and the logging are ER 7.1 and TCPA obligations, not Florida ones. Building to Florida and running the same script in Arizona is the correct order.

How the two states compare

 ArizonaFlorida
Is a text "live person-to-person contact"?No, stated expressly in ER 7.3 cmt. [2]Not framed this way; written-communication rules apply
Filing with the barNoneRequired for most ads; requested communications exempt under 4-7.20
Filing fee$250 timely / $750 late (from 1 July 2026)
Waiting period after an accidentNone30 days under 4-7.18(b)(1)(A); application to requested replies unsettled
State texting statuteNone specificFTSA § 501.059, private right of action
Consent standard for the web formFederal TCPA baselinePrior express written consent, capturing the number entered
Messages permitted after STOPConfirmation only, as a matter of practiceExactly one confirmation, then a 15-day cure window
Does the not-an-attorney line still matter?Yes — ER 7.1 and UPLYes — the misleading-communication rules and UPL
Build order if you run one script across bothInherits the Florida buildBuild here first

A short checklist before you switch anything on

  • Inbound only, enforced in software. The system should be incapable of texting a number that did not come from your own form, missed call, or tracked ad click.
  • Florida: call the Ethics Hotline about the 30-day rule. Get the answer in writing before the first message sends.
  • Florida: fix the consent language on the form. Clear, conspicuous, adjacent to submit, logged with a timestamp and the number entered.
  • Test the 15-day cure path. One confirmation message after STOP, then silence. Verify it, do not assume it.
  • Arizona: read the post-R-20-0030 rule text, not a pre-2021 summary. The numbering and structure changed.
  • Approve the script in writing and keep every transcript.

Intake that stays inside the lines

Versa answers inbound leads only, with a target of under 20 seconds, in English and Spanish, on a script your firm writes and approves before it goes live. Every conversation is logged in full.

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Not legal advice. Versa Group is a software company, not a law firm. This page summarises published rules and links to the primary sources so you can read them yourself. It is not legal advice, it is not a substitute for your own ethics counsel, and it does not create an attorney-client relationship. Where the rule text is ambiguous we have said so rather than guessing. Confirm current requirements with The Florida Bar or the State Bar of Arizona before relying on anything here.

Sources

Every rule number, figure and date above is tied to one of these. The numbered markers in the text link straight to the entry they came from.

  1. Bar handbookThe Florida Bar, Handbook on Lawyer Advertising and Solicitation (2025 edition)floridabar.org · Handbook PDF
  2. Bar guidanceThe Florida Bar, Ethics and Advertising Department — filing, fees, advisory opinions and the ethics hotlinefloridabar.org · ethics & advertising
  3. StatuteFlorida Statutes § 501.059, Telephone Solicitation (FTSA)flsenate.gov · § 501.059
  4. Court orderSupreme Court of Arizona, Order R-20-0030 amending the Rules of Professional Conductazcourts.gov · Order R-20-0030
  5. Bar guidanceState Bar of Arizona, FAQs on the 2021 Ethical Rulesazbar.org · FAQ PDF
  6. Statute47 U.S.C. § 227, Telephone Consumer Protection Actlaw.cornell.edu · 47 U.S.C. § 227
  7. FCC orderFCC, order extending the effective date of the TCPA consent-revocation rulefcc.gov · CGB order
  8. Regulation47 CFR § 64.1200(f)(9), definition of prior express written consentlaw.cornell.edu · 47 CFR § 64.1200