Attorneys considering an NTO filing referral often pause at one question: does this create a UPL issue? Here is how SimpleNTO is structured and why the line is clear.
What document preparation is
Document preparation services fill out forms based on customer-provided information. They do not provide legal advice, interpret the law, or represent clients. Under Florida law, document preparation for standard legal forms is a recognized service category distinct from the practice of law.
What SimpleNTO does
We prepare the NTO form prescribed by Florida Statute 713.06 based on customer-provided information, print it, and mail it via certified mail. We do not advise on whether to file, when the deadline is, or what lien rights the client has.
What SimpleNTO does not do
We do not interpret the law, evaluate situations, advise on strategy, draft custom documents, or represent anyone. Every piece of our marketing includes a clear disclaimer.
How to frame the referral
"For the NTO filing itself, SimpleNTO handles document preparation and certified mail for $59. If you have questions about your lien rights or any legal aspect of the process, that is what we are here for." This clearly delineates document preparation from legal advisory work.
SimpleNTO is a document preparation service, not a law firm. We do not provide legal advice or legal representation.
