LegalZoom.com Inc v. Rocket Lawyer Incorporated

Filing 28

NOTICE OF MOTION AND MOTION for Summary Judgment filed by Plaintiff LegalZoom.com Inc. Motion set for hearing on 9/30/2013 at 09:30 AM before Judge Gary A. Feess. (Attachments: # 1 Separate Statement, # 2 Exhibit A - L, # 3 Proposed Order)(Heather, Fred)

Exhibit A

[phone] or
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Personal

Business

Find a lawyer

Pricing

Help

About Us

What we do
Careers
Executive Team
We believe everyone
Board

deserves affordable and simple
access to legal services.

Investors

-Charley Moore, Esq.,
founder &Executive Chairman

PditflefS

In the media
Press releases
Our blogs

Helping 20 million people.
~ ust I i ke you.

Press inquiries
Our laws were created to protect and empower us — as individuals,
COnta[t us

families and business owners —but many people don't get the help they
need because of costly legal fees and complexity.
At Rocket Lawyer, we want to change things by making legal services
affordable, simple and available to more people than ever before. I'm
proud to say that weYe been able[o build a service that millions of people
rely upon. Every day we spend our time and resources making it easier for
people to get the legal help they need,so they can focus on whaYs really
important —taking care of their families and building strong businesses.
We combine free legal documents and free legal information with access to
affordable representation by licensed attorneys. With Rocket Lawyer On
Call, you can create a Will for your family for free or incorporate a business
free from legal fees. Then, because we know there's no replacement for
qualified counsel, local attorneys are here to help when you need more
guidance. With Rocket Lawyer you never have to go it alone.
Our commitment to affordable and accessible legal services is at the heart
of everything we do. Most attorneys and bar associations agree that much
can and should be done to improve access to the law by reducing cost and
complexity. We invite you to try our service and see why customers like
Sean Reid say they're glad to have Rocket Lawyer On CaIIO.
Together, we'll make the law work for you.
Charley

Exhibit A
26

Follow us

Our founder, Charley Moore,on NBC Press Here

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participate in any legal representation. Use of RocketLawyer.com and RocketLawyer On Call T"" is wbjea to our Terms and Conditions and the On Call Terms of Service.

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Exhibit A
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Exhibit B

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Exhibit E
44

Exhibit F

Page 1 of 7

Agreement between You and Rocket Lawyer Incorporated
These Terms and Conditions are an agreement between you ("Eligible Member")and Rocket Lawyer
Incorporated ("Rocket Lawyer")regarding your use of the Rocket Lawyer On Call("On Call")
benefits and features as set forth below. These On Call Terms and Conditions, and the
RocketLawyer.com Terms and Conditions, which covers your use of the information, software,
products, and services contained in or available through the RocketLawyer.com website(and
together, the "Agreement"), constitute a legal agreement between you and Rocket Lawyer regarding
your access to, or use of On Call. On Call is offered to you conditioned on your acceptance without
modification of the terms, conditions, and notices contained herein. Your trial membership or
purchase of a Rocket Lawyer Legal Plan constitutes your acceptance and agreement to all such terms,
conditions, and notices.
Rocket Lawyer On Call &Legal Plans
You may purchase a monthly or annual Rocket Lawyer Legal Plan. Rocket Lawyer Legal Plans may
include certain access to Legal Information, which includes, but is not limited to, questions, answers,
articles and legal forms that are available from time to time on the RocketLawyer.com website. For
Eligible Members(as defined below),Legal Plans may also include access to legal services from
Rocket Lawyer On Call attorneys on the terms and conditions as described herein. You may not
transfer or assign your Legal Plan to another party;provided, however, that certain benefits may allow
an Eligible Member to extend coverage to your Eligible Family Members(as defined below), or your
designated business. The "Effective Date" for each Eligible Family Member shall be the date on
which the Eligible Member elects to extend coverage to such family member.
For the purposes ofthis Agreement:
1. The term "Eligible Member" includes any individual who either(a)purchases three(3)consecutive
months of a Rocket Lawyer monthly Legal Plan, or(b)purchases a Rocket Lawyer annual Legal Plan.
2. The term "Eligible Family Member" includes:(a)an Eligible Member's spouse or domestic
partner;(b)a dependent individual under the age of 25;(c)a dependent child, regazdless of age, who
is incapable of sustaining employment by reason of mental or physical disability; and(d)dependent
individuals living in the Eligible Member's home such as a parent or grandparent. Each Eligible
Family Member to whom you extend coverage under this Agreement is considered an Eligible
Member under On Call and is bound by the terms of this Agreement.
3. Eligible Members have access to pre-negotiated billing rates and service commitments from a
nationwide network of attorneys. Eligible Members may receive the benefits described below from a
thud party independent attorney or law firm ("Service Provider"), but, not from any employee or
agent of Rocket Lawyer. Rocket Lawyer does not provide legal services directly. All such services
are delivered in connection with a separate relationship between the Service Provider and you, to
which Rocket Lawyer is not a party. Each Service Provider is solely responsible for the legal services
provided directly to you, using a sepazate attorney agreement between you and the Service Provider.
Benefits &Features
The following services may be available at no charge from your Service Provider depending on your
membership level:
• A set limit offree consultations with a Service Provider per year;
• A set limit of legal document reviews up to ten(10)pages each:

http://www.rocketlawyer.com/on-call-terms-of-service.rl

Exhibit F
45

11/27/2012

Page 2 of 7

Legal documents will be eligible for review if such documents meet the 10-page
maximum requirement and such documents have the same font size and style as
generated by the RocketLawyer.com website("Legal Document Requirements"). Legal
documents that do not meet the Legal Document Requirements may be reviewed at the
Service Provider's discounted rate;
• Review of a Simple Will for the Eligible Member and his or her family, as well as update the
Will annually for free. A Simple Will is a last will and testament completed on the Rocket
Lawyer site distributing personal property and homestead, not involving trusts, specific
bequests, real estate, tax matters, guardianships, living wills, health care proxies or partitions;
and,
Assistance in resolving matters with certain government programs, such as INS and welfare.
When deemed appropriate by the Service Provider, such Service Provider may:
write letters on the Eligible Member's behalf(one letter per legal matter up to two(2)
pages, with no limit on the number of new legal matters);
make phone calls on the Eligible Member's behalf(one phone call per legal matter, with
no limit on the number of new legal matters);
provide assistance with small claims court matters.
• Additional details about your plan coverage can be found by calling 888-627-1192 or by
visiting http://www.rocketlawyer.com/plans-pricing.rl while logged into your account.
Rocket Lawyer will negotiate discounted rates for certain services from Service Providers and publish
such pre-negotiated rates and services on the Rocket Lawyer website, if and when available to
Eligible Members.If an Eligible Member engages a Service Provider, such Service Provider has
contracted to charge no more than $125.00 per hour, or 40% off the Service Provider's usual and
customary hourly rate, whichever is greater,for legal care that goes beyond the benefits and features
above.
In the case of additional services beyond the benefits and features listed above, including matters
where the Service Provider provides a flat rate price for their services, other fee arrangements shall be
negotiated directly between the user and the Service Provider, as needed.
Important: Service Providers may require an initial retainer and/or independent retainer/engagement
agreementprior to delivery ofservices. Services Providers may also require additional paymentfor
certain services and out-of-pocket expenses.
Exclusions from Oa Call
The following items are specifically excluded from the Legal Plans, and are not benefits of On Call:
• Any action that directly or indirectly involves Rocket Lawyer Incorporated or any of its
affiliates, directors, agents, or employees;
• Any action that directly or indirectly involves any Service Provider;provided, however, that a
Service Provider may, at its sole discretion and risk, represent an Eligible Member in a matter
in which another Service Provider is representing another party as legal counsel;
• For employer-sponsored Legal Plans, any action by an Eligible Member of such Legal Plan that
directly or indirectly involves such Eligible Member's employer sponsor;
• Any matter involving the laws ofjurisdictions outside of the United States or its subdivisions;
• Any matter that, as determined by the Service Provider in the Service Provider's sole discretion,
is frivolous in nature or objective; or
• Any case matter or requested service that, as determined by the Service Provider in the Service
Provider's sole discretion, lacks sufFicient merit to warrant pursuit.
• Any legal matter involving a violent crime.

http://www.rocketlawyer.com/on-call-terms-of-service.rl

Exhibit F
46

11/27/2012

Page 3 of 7

Rocket Lawyer On Call and Users; Disclaimers
Rocket Lawyer On Call is not a lawyer referral service, insurance product or pre-paid legal service of
any kind. Rocket Lawyer is not a law firm and does not give legal advice. The RocketLawyer.com
website does not create anattorney-client relationship between you and Rocket Lawyer. The
RocketLawyer.com website is an online venue that facilitates communication between potential users
of legal services and legal professionals. By using Rocket Lawyer On Call, you acknowledge that
you are initiating contact with prospective Service Providers. Any communications with Rocket
Lawyer do not create an attorney-client relationship with Rocket Lawyer and are not subject to an
attorney's duty of confidentiality. Any information provided on the site is not a substitute for the
advice of an attorney.
Rocket Lawyer does not guarantee that Eligible Members will successfully find legal representation
through Rocket Lawyer On Call. Hiring an attorney is an important decision that should not be based
solely upon advertisements. Service Providers may provide certain information regarding legal
practice areas, pricing, and experience on their Lawyer Profiles. The Lawyer Profiles are
advertisements and you should read and interpret them as such. Rocket Lawyer does not investigate,
verify or warrant the accuracy ofsuch information. As stated, Service Providers are third-party
independent contractors who are solely responsible for the legal service provided directly to you, not
through Rocket Lawyer, using a separate attorney retainer agreement between you and the Service
Provider.
As with all legal situations, you should discuss any concerns you may have regarding the legal
representation with your attorney and get your agreement in writing. Most Services Providers
discourage the use of e-mail for confidential or sensitive information. The Eligible Member is solely
responsible for assessing the quality, integrity, and trustworthiness of all persons with whom the
Eligible Member communicates regarding his or her legal needs. Each Service Provider is solely
responsible to the Eligible Member for maintaining the attorney-client relationship and all legal
services provided. Each Service Provider reserves the right to make independent professional
judgments regarding the legal representations. Rocket Lawyer has no influence on or involvement in
the professional services of the Service Providers. No representation is made that the quality of the
legal services to be performed is greater than the quality of legal services performed by other
attorneys. Results of an attorney's prior legal representation do not guarantee a similar outcome.
Rocket Lawyer Legal Plans and Use
You acknowledge and agree that Rocket Lawyer may establish general guidelines regarding On Call,
including without limitation, the maximum number offree legal services you may receive in a given
period oftime. In addition, you are responsible for all expenses incurred or other actions that may
occur through your use of On Call. You also acknowledge and a~ee that Rocket Lawyer reserves the
right to modify or amend these general guidelines at any time, in its sole discretion, with or without
notice. The details or availability of On Call in any state is subject to change without notice.
If you are entering into this Agreement on behalf of a company or other legal entity, you represent
that you have the legal authority to bind such entity to these terms, in which case the terms "you" or
"your" shall refer to such entity. If you do not have such authority or if you do not agree with these
Terms and Conditions, you may not sign up for or use On Call. If Rocket Lawyer discovers that you
do not have authority to bind the entity for which you have purchased the membership, you will be
personally responsible for the obligations in this Agreement and your Rocket Lawyer account,
including without limitation, any payment obligations. Rocket Lawyer is not liable for any loss or
damage resulting from our reliance on any instruction, notice, document or communication,
reasonably believed by us to be genuine and delivered by an authorized representative of your
company. If there is reasonable doubt regarding the authenticity of any such instruction, notice,

http:/Iwww.rocketlawyer.com/on-call-terms-of-service.rl

Exhibit F
47

11/27/2012

Page 4 of 7

document, or communication, we may, but are not obliged to, require additional authentication from
you. You must immediately alert Rocket Lawyer of any fraudulent, unauthorized, illegal, or
suspicious use of On Call, or any other breach of security or unauthorized or illegal activity that you
reasonably suspect.
Prohibitions on Use
State and federal laws,rules, and regulations shall be referred to as "Laws." The country, state,
territory, court, or administrative agency where a Service Provider is licensed to practice law shall be
referred to as "Jurisdiction."

Each Eligible Member can only use the services available through On Call if any such services do not
conflict with or violate the Laws of the Eligible Member's Jurisdiction(s). Rocket Lawyer does not
intend for users to participate in On Call if it is prohibited by the Laws ofthe Jurisdiction(s)_ Any
availability of the RocketLawyer.com website and On Call in the Jurisdictions) is not an invitation or
offer by Rocket Lawyer to access or use the RocketLawyer.com website and any services in which
Rocket Lawyer user's access and usage will violate any Laws of the Jurisdiction(s). By using the
RocketLawyer.com website and the On Call, Eligible Member accepts sole responsibility for
confirming that you or any Eligible Family Member's use or access to the Rocket Lawyer website and
On Call does not violate any Laws of the Jurisdiction(s). Rocket Lawyer reserves the right to refuse
membership, or suspend or terminate a user's account immediately and without prior notice at our
discretion.
Dispute Resolution By Binding Arbitration: PLEASE READ THIS SECTION CAREFULLY
AS IT AFFECTS YOUR RIGHTS.
Most customer concerns can be resolved quickly and to the customer's satisfaction by calling our
customer service department at 1-877-881-0947. In the unlikely event that our customer service
department is unable to resolve a complaint you may have(or if Rocket Lawyer has not been
able to resolve a dispute it has with you after attempting to do so informally), we each agree to
resolve those disputes through binding arbitration, mediation, or small claims court instead of
in courts of general jurisdiction. Arbitration, which is often cheaper, faster, and less formal than a
lawsuit in court, uses a neutral arbitrator instead ofa judge or jury. Arbitrators can award the same
damages and relief that a court can award. Also, in any arbitration under this arbitration provision in
which you seek less than $75,000 in damages, Rocket Lawyer will pay reasonable attorneys' fees
should you prevail. Rocket Lawyer will not seek attorneys' fees from you. However, if you initiate an
arbitration in which you seek more than $75,000 in damages,the payment of attorneys' fees will be
governed by the AAA rules. Any arbitration under this Agreement will take place on an
individual basis; class arbitrations and class actions are not permitted.
Arbitration Agreement
Rocket Lawyer and you agree to arbitrate all disputes and claims between us. This agreement to
arbitrate is intended to be broadly interpreted. It includes, but is not limited to:
claims arising out of or relating to any aspect of the relationship between us, whether based in
contract, tort, statute, fraud, misrepresentation or any other legal theory;
claims that arose before this or any prior agreement(including, but not limited to, claims
relating to advertising);
claims that are currently the subject of purported class action litigation in which you aze not a
member of a certified class; and

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Exhibit F
48

11/27/2012

Page 5 of7

• claims that may arise after the termination ofthis Agreement.
References to "Rocket Lawyer","you", and "us" include our respective subsidiaries, affiliates, agents,
employees,predecessors in interest, successors, and assigns, as well as all authorized or unauthorized
users or beneficiaries of services or devices under this or prior agreements between us.
Notwithstanding the foregoing, either party may bring~an individual action in small claims court. This
arbitration agreement does not preclude you from bringing issues to the atxention offederal, state, or
local agencies, including,for example,the Federal Communicat[ons Commission. Such agencies can,
if the law allows, seek relief against us on your behalf. You agree that, by entering into this
Agreement, you and Rocket Lawyer are each waiving the right to a trial by jury or to participate in a
class action. This Agreement evidences a transaction in the interstate commerce, and thus the Federal
Arbitration Act governs the interpretation and enforcement ofthis provision. This arbitration
provision shall survive termination of this Agreement.
A party who intends to seek arbitration must first send to the other, by certified mail, a written Notice
of Dispute ('Notice"). The Notice to Rocket Lawyer should be addressed to General Counsel, Rocket
Lawyer Incorporated, 182 Howard Street #830, San Francisco, CA 94105('Notice Address"). The
Notice must(a)describe the nature and basis ofthe claim or dispute; and(b)set forth the specific
relief sought("Demand"). If Rocket Lawyer and you do not reach an agreement to resolve the claim
within sixty(60)calendar days after the Notice is received, you or Rocket Lawyer may commence an
arbitration proceeding. During the arbitration, the amount of any settlement offer made by Rocket
Lawyer or you shall not be disclosed to the arbitrator until after the arbitrator determines the amount,
if any,to which you or Rocket Lawyer is entitled.
The arbitration will be governed by the Commercial Arbitration Rules and the Supplementary
Procedures for Consumer Related Disputes(collectively,"AAA Rules")of the American Arbitration
Association("AAA"),as modified by this Agreement, and will be administered by the Ate.The
AAA Rules are available online at adr.org, by calling the AAA at 1-800-778-7879, or by writing to
the Notice Address. The arbitrator is bound by the terms ofthis Agreement. All issues are for the
arbitrator to decide, including, but not limited to, issues relating to the scope, enforceability, and
arbitrability ofthe arbitration provision. Unless Rocket Lawyer and you agree otherwise, any
arbitration hearings will take place in a reasonably convenient location for both parties with due
consideration of their ability to travel and other pertinent circumstances. If the parties are unable to
agree on a location, the determination shall be made by AAA.If your claim is for $10,000 or less, we
agree that you may choose whether the arbitration will be conducted solely on the basis of documents
submitted to the arbitrator, through a telephonic hearing, or by an in-person hearing as established by
the AAA Rules. If your claim exceeds $10,000, the right to a hearing will be determined by the AAA
Rules. Regardless of the manner in which the arbitration is conducted, the arbitrator shall issue a
reasoned written decision sufficient to explain the essential findings and conclusions on which the
award is based. Rocket Lawyer will pay all AAA filing, administration, and arbitrator fees for any
arbitration initiated in accordance with the AAA Rules. However, if you initiate an arbitration in
which you seek more than $75,000 in damages,the payment of these fees will be governed by the
AAA rules.
The arbitrator may make rulings and resolve disputes as to the payment and reimbursement offees
and expenses at any time during the proceeding and upon request from either party made within 14
days of the arbitrator's ruling on the merits.
The arbitrator may award declaratory or injunctive relief only in favor ofthe individual party seeking
relief and only to the extent necessary to provide relief warranted by that party's individual claim.
YOU AND ROCKET LAWYER AGREE THAT EACH MAY BRING CLAIMS AGAINST

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Exhibit F
49

11/27/2012

Page 6 of 7

THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY,AND NOT AS A
PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE
PROCEEDING.Further, unless both you and Rocket Lawyer agree otherwise, the arbitrator may not
consolidate more than one person's claims, and may not otherwise preside over any form of a
representative or class proceeding. Ifthis specific provision is found to be unenforceable, then the
entirety of this arbitration provision shall be null and void.
Notwithstanding any provision in this Agreement to the contrary, we agree that if Rocket Lawyer
makes any future change to this arbitration provision (other than a change to the Notice Address)
during your Membership, you may reject any such change by sending us written notice within thirty
(30)calendar days ofthe change to tUe Arbitration Notice Address provided above. By rejecting any
future change, you are agreeing that you will arbitrate any dispute between us in accordance with the
language of this provision.
Further, notwithstanding anything to the contrary, in the case of any conflict between any other terms
and conditions of your use of any Rocket Lawyer website or service, the terms and conditions ofthis
Agreement shall prevail.
Eligible Members and Service Providers:

Eligible Members have the right to file a complaint with his or her state's bar association concerning
the conduct of a Service Provider.
Disclosures and Notices
Internal Revenue Service(IRS)Circular 230 Tax Advice Disclosure:
To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that
any U.S. federal tax advice contained in any communication from Rocket Lawyer(including
information provided by a Service.Provider offering a free consultation)is and was not intended or
written to be used, and cannot be used,for the purpose of(1)avoiding penalties under the Internal
Revenue Code or(2)promoting, marketing, or recommending to another party any matters addressed
therein.
If you are a resident of Florida click here
Copyright and trademark notices
All contents ofthe RocketLawyer.com website are Copyright D 2012 Rocket Lawyer Incorporated
and/or its suppliers, affiliates and partners. All rights reserved.

Trademarks
Rocket Lawyer and RocketLawyer.com~ are trademarks and Rocket Lawyer On Call is a
registered trademark of Rocket Lawyer Incorporated. The names ofactual companies and products
mentioned herein may be the trademarks of their respective owners.

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Exhibit F
50

11/27/2012

Page 7 of 7

Notices and procedure for making claims of copyright infringement
Pursuant to Title 17, United States Code, Section 512(c)(2), notifications of claimed copyright
infringement under United States copyright law should be sent to Service Provider's Designated
Agent. ALL INQUIRIES NOT RELEVANT TO THE ABOVE PROCEDURE WILL RECEIVE NO
RESPONSE.
For more information, please review our Terms and Conditions, Privacy Policy, and our FAQ Section.

July 2012
Close

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Exhibit F
51

11/27/2012

Ezhibit G

Page 1 of7

Agreement between.You and Roeket Lawyer Incorporated
("A~~ment"1 between .you ("Eligible Member")and
These Terms and Conditions are an agreement.
Rocket Lawyer Incorporated("Rocket Lawyer")regarc~;nng your use- ofthe Rocket Lawyer On Call
("On Call")~nefits and features as set forth below. These On Call Terms and Conditions, and the
RocketLawyer.com Terms and Conditions, which.covers your use ofthe information, softwaze,
products, and services contained in or available-through the RocketLawyer.com website(and
together,the "Agreement"), constitute a legal agreement between you and Rocket Lawyer regazding
On Call. On Call is offered to you conditioned on your acceptance ofthe
your access to, or use of
terms, conditions,and norices contained herein. Your trial membership or purchase of a Rocket
Lawyer Legal Plan constitutes your acceptance and agreement to all such terms,conditions, and
notices. These-Terms and Conditions contain a dispute resolution provision that includes arbitration
and that may affect your rights. Please read this entire Agreement cazefully.
Rocket Lawyer On Call& Legal Plans
You may.purchase a monthly or annual Rocket Lawyer Legal Plan: Rocket Lawyer Legal Plans may
include certain access to Legal Information, which includes,but is not limited to, questions, answers,
articles and legal forms that aze available from.time to time- on the RocketLawyer.com website. For
Eligible Members(as defined below), Legal Plans may also include access to legal services from
Rocket Lawyer On CaII attorneys on the terms and conditions as described herein. You may not
transfer or assign your Legal Plan to another party;provided, however, that certain benefits may allow
an Eligible Member to extend.coverage to your Eligible Family Members(as defined below}, or your
designated business. The"Effective Date" for each Eligible Family Member shall be the date on
which the Eligible Member elects to extend caverage to such family member.
For the purposes ofthis Agreement:
1. The ferm "Eligible lvlember" includes any.customer who purchases a Rocket T:awver Le~al_Plan.
Customers who enter into a one week(seven(7)calendar daysl free trial are eligible to receive one
~1)free legal matter consultation, as described below_
2. The term "Eligible Family Member" includes:(a)an Eligible Member's spouse or domestic partner;
(b)a dependent individual under the age. of 25;(c)a dependent child, regardless ofage, who is
incapable of sustaining employment by reason of mental or physical disability; and(d)dependent
individuals living.in the EIgible Member's home such as a parent or grandpazent. Each Eligible
Family Member to whom you.extend coverage under this Agreement is considered an Eligible,
Member under On Call and is bound by the terms ofthis Agreement.
3. Eligible Members may have access to pre-negotiated billtng rates and service commitments from a
nationwide network of attorneys. Eligible Members may receive the benefits described below from a
third party independent attorney or law firm ("Service:Provider"), but,not from any employee or
agent of Rocket Lawyer. Rocket Lawyer does not provide legal services directly. All such services
are delivered in connection with a separate relationship between the Service Provider and you,to
which Rocket Lawyer is not a party. Each Service Provider is solely responsible for the legal services
provided directly to you, using a sepazate attorney engagement agreement between.you and the
Service Provider. You acknowledge th~.t the services provided will be l mited to your-specific request
and based ~n the information you pro~ldes~th~
~,Pr~v~,s~r F_ er, you understand that anv
information or advice provided by the_.Service Provider does not consntu~e a guarantee of success m
your legal situation.

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Exhibit G
52

l 1f29/2012

Page2of7

Benefits &Features
The following services may be available at no charge from your Service Provide:
A set limit offree .legal matter consultations up to thirty (3~1 minutes for each new legal matter
with a Service Provider per year;
A set limit of legal document review consultations for complete documents up to ten(10)pages
in length each:
Legal documents will be eligible for review if such documents meet the 10-page
.maximum requirement and such documents have the same font size and style as
generated by the RocketLawyer.com websfe("Legal Document Requirements"}. Legal
documents that do not meet the Legal Document.Requirements may be,reviewed at the
Service Provider's discounted rate;
Review of a Simple Will for the Eligible Member and his or her family: A Simple Will is a last
will and testament completed on the Rocket Lawyer site distributing personal property and
homestead, not involving trusts„ specific bequests, real estate, tax matters, guardianships, living
wills, health care proxies or partitions, and,
At the Service Providers discretion such Service Provider may:
:
waste letters on the ~tigibte 1Vlember's behalf(one letter up to two(2)pages)
make phone calls on the Eligible Member's behalf(one vhone ca111,
provide assistance. with small claims court matters and resol«ng matters with certain
government programs, such as INS and welfare
Rocket Lawyer will negotiate discounted rates for certain services from Service Providers. and publish
such pre-negofiated rates and services on the Rocket Lawyer website,ifand when available to
Eligible Members. Flat rate services may be available in select states. but are not guaranteed in any
market. Ifan Eligible Memcer tares a 5eryrnce Provider, such Service Provider has contracted to
chazge ttie.pre-negotiated rate for legal services.that go beyond the benefits and features above.
Depending on the.matter thj~ ~y b~.a , tat r3t.~ or where..hourly rat.~s ago v~ no moee than ~125.00 per
hour,or 40% off the Service Provider`s usual and customary hourly rate, whichever is greater.
~~Sen+-ice pry..suchTf an Eligible Memo is nsusa is~ied v
altemamJe Serves PzQvider ~cin ~~v~er Dire Y.~.

g

A4~es may select an

Other fee arrangements shall be negotiated directly between theWiser n t P Sec~ci~~~ovider, as
needed._
Important: Service Providers may require an initial retainer and/or separate attorney engagement
agreementprior to delivery ofservices. Services Providers may also require additionalpaymentfor
certain services and out-of-pocket expenses.
Exclusions from On Call
The following items are specifically excluded from the Legal Plans, and aze not benefits ofOn Call:
Any action that directly or indirectly involves Rocket Lawyer Incorporated or any ofits
affiliates, directors, agents, or employees;
Any action that.directly or indirectly involves any Service Provider;provided,. however, that a
Service Provider may,at its sole discretion and risk, represent an Eligible Member in a matter
in which another Service Provider is representing:another party.,as Iegal counsel;
Legal matters in which a Program Sponsor ofthe Eligible Member in question has an adverse
interest, or in tuhich any director,_of~icer. agent or employee thereof has an adverse interest,_F~r

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Exhibit G
53

l 1/29/201Z

Page 3 of7

the nurp~ses Qf bus provision."~'zaesam ~n~^T"is any company,organization or ai~iliation
'that purchases nn behalfofits members a Rocket Lawyer legal plan through wholesale
channels, retail channels or otherwise:
Any maxter involving the laws ofjurisdictions outside ofthe United States or its subdivisions;
• Any matter that, as determined by the Service Provider in the Service Provider's- sole discretion,
is frivolous in nature or objective;
• Arty matter or requested service that,as determined by the Service Provider in the Service
Provider's sote discretion, lacks sufficient merit to warrant pursuit or that has been raised an
excessive or unreasonable number of times without a change in circumstances;
• Any`regal matter involving an alleged violent came;
• Any matter for which the Eligible Member is cturentiy represented by other legal counsel.
Rocket Lawyer On Call and Users; Disclaimers
Rocket Lawyer On Call is not a lawyer referral. service, insurance product or pre-paid legal service of
any kind. Rocket Lawyer is not a law firm and does not give legal advice. The RocketLawyer.com
website does not create anattorney-client relationship between you and Rocket Lawyer. The
RocketLawyer.com website is an online venue- that facilitates communication.between potential users
of legal services and legal professionals.. By using Racket Lawyer On Call, you acknowledge that
you are initiating contact with prospective Service Providers. Any communications with Rocket
Lawyer do not create anattorney-client relationship with Rocket Lawyer and aze not subject to an
attorney's duty of confidentiality. Any.information provided on the site is not a substitute for the
advice of an attorney.
Rocket Lawyer does not guarantee that Eligible Members will successfully find legal representation
through Rocket Lawyer On Call. Hiring an attorney is an important decision that should not be based
solely upon advertisements. Service Providers may provide certain information regazding legal.
practice areas,pricing, and experience on their Lawyer Profiles.. The Lawyer Profiles are
advertisements and you should read and interpret them as such. Rocket Lawyer does not investigate,
verify or warrant the accuracy ofsuch information. As stated, Service Providers are third-party
independent contractors who are solely responsible for the legal service provided directly to you,not
through Rocket:Lawyer, using a separate attorney engagement agreement between you and the
Service Provider.
As with all legal situations, you should discuss any concerns you may have regarding the legal
representation with.your attorney and get the costs and scope of your- agreement for legal
renr~entation in writing. Most Services Providers discourage the use:of e-mail for confidential or
sensitive information. The Eligible Member is solely responsible for assessing the quality, integrity,
and trustworthiness of all persons with whom the Eligible Member commwucates regazding his or her
legal needs. Each Service Provider is solely responsible to the Eligible Member for maintaining the
attorney-client relationship and all legal services provided. Each.Service Provider reserves the right
to make independent professional judgments regarding the legal representations. Rocket Lawyer has
no influence on or involvement in the professional services ofthe Service Providers. No
representarion is made that the quality ofthe legal services to be performed is greater than.the quality
oflegal services performed by other attorneys. Results.ofan attorney's prior legal.repzesentation do
not guarantee a similar outcome..
Rocket Lawyer Legal Plans and Use
You aclrnowledge and agree that Rocket Lawyer may establish general.guidelines regarding On Call,
including without limitation, the maximum number offree legal services you may receive in a given
period oftime. In addition, you are responsible for all expenses.incurred or other actions- that may

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Exhibit G
54

11/29/2012.

Page 4 of7

occur through your use of On Call. You also acknowledge and agree that Rocket Lawyer reserves the
right to modify or amend these general guidelines at any time,.in its sole discretion, with or without
notice. The details or availability ofOn Call in any state is subject to change without notice.
If you aze entering into this Agreement- on behalf of a company or other legal entity, you represent.
that.you have the legal authority to bind such entity to these terms,in which case the terms "yau" or
"your" shall refer to such entity. If you do not have such authority or if you do not agree with these
Terms and Conditions, you may not sign up for or use On Call. If Rocket Lawyer discovers that 3~ou
do not have authority to bind the entity for which you have purchased the membership, you will. be
personally responsible for the obligations in this Agreement and your Rocket Lawyer account,
including without limitation, any payment obligations. Rocket Lawyer is not liable for any loss or
damage resulting from our reliance on any instruction, notice, document or communication,
reasonably believed by us to be genuine and delivered by an authorized representative of your
company. Ifthere is reasonable doubt regarding the authenticity of any such instruction, notice,
document, or communication, we may, but are not obliged to, require.additional authentication from
you. You must immediately alert Rocket Lawyer of any fraudulent, unauthorized, illegal, or
suspicious use of On Call, or any other breach.ofsecurity or unauthorized or illegal activity that you
reasonably suspect.
Prohibitions on Use
State and federal laws,rules, and regulations shall be referred to as "Laws." The country, state,
territory, court, or adminish~ative agency where a Service Provider is licensed to practice law shall be
referred to as "Iurisdiction."
-Each Eligible Member can only use the services available through On Call if any such services do not
conflict with or violate the. Laws ofthe Eligible Member's Jurisdiction(s). Rocket Lawyer does not
intend for users to participate in On Call if it is prohibited by the Laws ofthe Jurisdiction(s). Any
availability ofttte RocketLawyer.comwcbs to and On Call in the Jurisdictions)is not an invitation or
offer by Rocket Lawyer to access or use the RocketLawyer.com website and any services in which
Rocket Lawyer user's access and usage. will violate any Laws ofthe Jurisdiction(s). By using the
RocketLawyer.com website and the On.Call, Eligible Member accepts sole responsibility for
confu~ming that you or anp Eligible Family Member's use or access to the Rocket Lawyer website and
On Call does not violate any Laws ofthe Jurisdiction(s). Rocket Lawyer reserves the right to refuse
.membership, or suspend or terminate a user's account immediately and without prior notice at our
discretion.
Dispute Resolution By Binding Arbitration: PLEASE READ THIS SECTION CAREFULLY
AS IT AFFECTS YOUR RIGHTS.
Most customer concerns can be resolved quickly and to the customer's satisfaction by calling our
customer service department at 1-877-881-0947. In the unlikely event that our customer service
department is unable to resolve a complaint you may have(or if Rocket Lawyer has not been
able to resolve a dispute it has with you after attempting to do so informally), we each agree to
resotve those dispates through binding arbitrateon, mediation, or small claims court instead of
in courts of general jurisdiction. Arbitration, which is often cheaper,faster, and less formal than a
lawsuit in court,-uses a neutral azbitrator instead of ajudge or jury. Arbitrators can award the same
damages and relief that a court can award. Also, in any arbitration under this azbitration provision in
which you seek less than $75,000 in damages, Rocket La~vyer will pay reasonable attorneys' fees
should you prevail.. Rocket Lawyer will not seek attorneys' fees from you. However, if you initiate an
arbitration in which you seek more than $75,000 in damages,the payment of attorneys' fees will be

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Exhibit G
55

11/29/2012

Page 5 of7

governed by the AAA rules. Any arbitration under this Agreement will take place on an
individual basis; class arbitrations and class actions are not permitted.
Arbitration Agreement
Rocket Lawyer and you agree to arbitrate all disputes and claims between us. This agreement to
azbitrate is intended to be broadly interpreted. It includes,but is not limited to:
• claims arising out of or relating to any aspect ofthe relationship between us, whether based in
contract, tort, statute,fraud,. misrepresentation or any other legal theory;
• claims that arose before this or any prior agreement(including, but not limited to, claims
relating to advertising);
• claims that are- currently the subject of purported class action litigation in which you are not a
member of a certified class; and
• claims that may arise. after the termination of this Agreement.
References to "Rocket Lawyer","you",and "us" include our respective subsidiaries, affiliates, agents,
employees, predecessors in interest, successors, and assigns, as well as all authorized or unauthorized
users or beneficiaries of services or devices under this or prior agreements between us.
Notwithstanding the foregoing, either party may bring an individual action in small claims. court. This
arbitration agreement does not preclude you from bringing,issues to the attention offederal, state, or
;
local agencies, including, for example the Federal Communications Commission:Such agencies can,
ifthe Iaw allows, seek relief against us on your behalf. You agree that, by entering into this
Agreement, you and Rocket Lawyer aze each waiving the right to a trial by jury or to participate in a
class action. This Agreement evidences a transaction in the interstate commerce, and thus the Federal
Arbitration Act governs the interpretation and enforcement of this provision. This arbtrarion
provision shall survive termination of this Agreement.
A party who intends to seek azbitration must first send to the other, by certified mail, a written Notice
ofDispute("Notice"). The Notice to Rocket Lawyer should be addressed to General Counsel, Rocket
Lawyer Incorporated, 182 Howard Street #830,San Francisco, CA 94105 ("Notice Address"). The
Notice must(a)describe the nature and basis ofthe claim or dispute; and(b)set forth the specific
relief sought("Demand").If Rocket Lawyer and you do -not reach an agreement to resolve the claim
within .sixty (60)calendar days after the Notiee is received, you or Rocket Lawyer may commence an
arbitration proceeding. During the azbiUration, the amount of any settlement offer made by Rocket
Lawyer or you shall not be disclosed to the azbitrator until after the arbitrator determines the amount,
if any,to which you or Rocket Lawyer is entfled.
The arbitration. will be governed by the Commercial Arbitration Rules and the Supplementary
Procedures for Consumer Related Disputes (collectively,"AA.A Rules")of the American Arbitration
Association ("AAA"),as modified by this Agreement,and will be administered by the AAA:The
AAA Rules are available online at adr.org, by calling the AAA at 1-800-778-7879, or by writing to
the Notice Address. The azbitrator is bound by the terms of this.Agreement All issues are for the
arbitrator to decide, including, but not limited to, issues relating to the scope, enforceability, and
arbitrability ofthe arbi~ation provision. Unless Rocket Lawyer and you agree otherwise, any
arbitration hearings will take place in a reasonably convenient location for both parties with due
consideration oftheir ability to travel and other pertinent circumstances. If the parties are unable to
agree on a location, the determination shall be made by AAA.If your claim is for $10,000 or less, we
agree that you may choose whether the azbitration will be conducted solely on the. basis of documents
submitted.to the arbitrator, through a telephonic hearing, or by an in-person heazing as established by
the AAA Rules. If your claim exceeds $10,000, the right to a hearing will be determined by the AAA
Rules. Regardless of the manner in which the azbitration is conducted, the arbitrator shall issue a

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Exhibit G
56

11/29/2012

Page 6 of7

reasoned writxen decision sut~cient to explain the essential findings and conclusions on which the
award is based. Rocket Lawyer will pay all ASIA filing, administration, and arbitrator fees for any
azbitration initiated in accordance with the AAA Rules. However,if-you initiate an arbitration in
which you seek mere than X75,000 in damages,the payment.ofthese fees will be governed by the
AAA rules.
The arbitrator may make rulings and resolve disputes as to the payment and reimbursement offees
and expenses at any time during the proceeding and upon request from either party made within 14
days of the arbitrator's ruling on the merits.
The arbitrator may awazd declaratory or injunctive relief only in favor of the individual party seeking
relief and only to the extent necessary to provide relief warranted by that party's individual claim.
YOU AND ROCKET LAWYER AGREE-THAT EACH MAY BRING CLAIMS AGAINST
THE OTHER ONLY IN YOUR.OR IT5 INDIVIDUAL CAPACITY,AND NOT AS A
PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR.REPRESENTATIVE
PROCEEDING.Further, unless both you and Rocket Lawyer agree otherwise; the arbitrator may not
consolidate more than one- person's claims, and may not otherwise preside over- any form ofa
representative or class proceeding. Ifthis specific provision is found to be unenforceable, then the
entirety of this arbitration provision shall be null and void.
Notwithstanding any provision in this Agreement to the contrary, we agree that if Kocket Lawyer
makes any future- change to this arbitration provision (other than a change to the Notice Address)
during your Membership, you may reject any such change by sending us written notice within thirty
(30)calendaz days ofthe change to the Arbitration Notice Address provided above: By rejecting any
future change, you are agreeing that you will arbitrate. any dispute between us in accordance with the
language ofttus provision.
Further, notwithstanding anything to the contrary, in the case of;any conflict between any other terms
and conditions of your use of any Rocket Lawyer website or service, the terms and conditions of this
Agreement shall prevail.
Eligible Members and Service Providers:
Rocket Lawyer does not rnana~e~~utes between Eligible Members and Service Providers. El~ible
Members may notify Rocket Lawyer if you believe a Service Provider has violated these On Call_
Terms and Conditions. Eligible Members also have the right to rile a complaint with your state's baz
~associat~on concerning the conduct of a Service Provider..
Disclosures and Notices
Internal Revenue Service(IRS)Circular 230 Tax Advice_ Disclosure:
To ensure compliance with requirements imposed by the IRS under Circulaz 230, we inform you that
any U.S. federal tax advice contained in any communication from Rocket Lawyer(including
information provided by a Service Provider offering a free consultation)is and was not imended or
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http://www.rocketlawyer.com/on-call-terms-of-service.rl

Exhibit G
57

11/29/2012

Page 7 of7

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All
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http://www.rocketlawyer.com/on-call-terms-of-service.rl

Exhibit G
58

11/29/2012

Exhibit H

__
Mans and Pricing

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59

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Ezhibit I

[phone] or
Login ~ Sign up

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Enjoy the benefrcs of a Rocket Lawyer Pro Legal Plan for one week
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Exhibit I
60

By clicking Get free trial, you are indicating that you have read, understood,and
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Call us Monday-Friday Gam-6pm PT
Email u5

Copyright 2013 Rocke[ Lawyer Incorporated. R«ketLawyer.comTM provides information and software only. This site is not a'lawyer referral service'and does no[ provide or participate
in any legal representation. Use of RorketLavyer.com and Rxkettawyer On Call TM is subjeR to ourTermsand Condioons and the On Call Terms of Service.

Exhibit I
61

{877)887.0947 or
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Your free Vial entitles you to the Basic Legal plan
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Your credit card will not be charged for a legal plan doming[he Vial period. As swndard practice, our
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if you decide that you don't want to keep your
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free membership to discontinue the legal Plan
and f19.95/month bilVing. The legal dxuments
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Cop~rrigh[ 2013 Rocket Lawyer Inrorpora[ed. RodetLawyer.mmTw'provides information and sofrware my.This site is no[ a'lawyer refertal service'and does ~o[ provide m participate
in any le6al representation-Use of RodcrLLawyer.com and Rockettawyer On Call TM is whjecc to our Terms and Co-~dit~ons and the On ~al~ T^rms of Serr~ce.

Exhibit I
62

Exhibit J

From:
Sent
To:
Subject:

From: Brian Liu
Sent: Friday, October 14, 2011 1:43 PM
To:'Charles Moore'
Subject: RE: Follow Up
Charley,
Thanks for getting back to be. If you are available, 1 can be reached at 818-632-6117 pretty much all afternoon.
Thanks!
--Brian
From: Charles Moore jmailto:cmC~rocketlawyer.coml
Sent: Thursday, October 13, 2011 5:05 PM
To: Brian Liu
Cc: Dan Nye
Subject: Re: Follow Up
Brian,

We're overdue to get acquainted_ I met John Suh a couple of years ago, and I've heazd a lot of good stuff about
you.
Congrats on getting Sue Decker on your board by the way. Our kids go to school together and we have a lot of
mutual friends and acquaintances. She's awesome.
I'm available tomorrow,anytime before loam;from 10:30am - l lam,or 130pm - 2:30pm. Hopefully, one of
those slots is free for you too?
Otherwise,I'm traveling next week until Friday.
Best,
Charley
On Thu, Oct 13, 2011 at 4.23 PM,Dan Nye <dnye a(~ocketlawver.com> wrote:
Brian -Given the topic you wish to discuss, it sounds like the best approach is for you to speak to Charley. He's
included on this message so I'll leave to the two of you to take it from here. In addition, this should be more
efficient since I am on the road
Dan
1

Exhibit J
63

On Thu, Oct 13,2011 at 3.41 PM,Brian Liu <bliu(a~,legalzoom.com> wrote:
Dan,

Thanks for getting back to me. I've actually met Charley before, and
out to you since we've never met

it would be good to reconnect, but I wanted to reach

has brought up regarding your advertising that I wanted
In additioq there is an important issue that our legal department
you have time early next week, it would be good to talk.
to personally discuss with you first Therefore, if

.

Please let me lmow if you have time to talk next Monday or Tuesday

Best,

Brian Liu

From: Dan Nye [mailto:dnye(a~ocketlavwer.com)
Sent: Thursday,October 13,2011 135 PM
To: Brian Liu
Cc: Charles Moore
Subject: Follow Up

w. I'd be
Brian - I received your VM from yesterday. Unfortunately,I am not in the office today or tomorro
join us. Can. you
happy to have a call and I think it would be great for Chazley Moore(Founder/Chairman)to
provide some tunes that you will be available on 11/1, 11/2 or 11/4?

Thanks,
Dan

dnve(g~,rocketlawyer.com
415-518-6384
z

Exhibit J
64

dnye(a~rocketlawyer.com
415-518-6384

3

Exhibit J
65

Ezhibit K

From:
Sent:
To:
Subject:
Attachments:

From: Brian Vu
Sent: Friday, October 14, 2011 3:41 PM
To:'Charles Moore'
Subject: RE: Follow Up
Charley,
It was good speaking with you today. lust wanted to get back to you before you left with some of the ads and
landing pages that our guys are having problems with, which are in the attached document.
If you haven't seen the FTC guidance, it's here: http://www.ftc.~ov/bcp/guides/free.htm Specifically, "all flf
the teens,conditions and obligations should appear in close conjunction with the offer of'Free' merchandise
or service..."
As for our own Google ads, it appears that the "don't trust free" language only appears on search terms that
include the word "free". We don't offer free documents,so what this ad is telling people is to not trust the
concept offree in general (since often,there are strings attached.) However, I did see one ad that linked
"don't trust free" to something specific, such as the legality of the document. I agree that is overly aggressive
and will ask our guys to take that down.
Thanks for looking into this. When I'm in SF next, it would be good to sit down and grab a drink.
-- Brian

From: Charles Moore f_mailto:an(arodcetlawyer.coml
Sent:Thursday, October 13, 2011 5:05 PM
To: Brian Liu
Cc: Dan Nye
Subject Re: Follow Up
Brian,
We're overdue to get acquainted I met John Suh a couple of years ago, and I've heard a lot of good stuff about
you.
Congrats on getting Sue Decker on your board, by the way. Our kids go to school together and we have a lot of
mutual friends and acquaintances. She's awesome.
i

Exhibit K
66

I'm available tomorrow, anytime before loam;from 1030atn - l lam, or 130pm - 230pm. Hopefully, one of
those slots is free for you too?
Otherwise, I'm traveling next week until Friday.
Best,
Charley
On Thu, Oct 13,2011 at 4:23 PM,Dan Nye <dnve(a7,rocketlawyer.com> wrote_
Brian -Given the topic you wish to discuss, it sounds like the best approach is for you to speak to Chazley. He's
included on this message so I'll leave to the two of you to take it from here. In addition, this should be more
efficient since I am on the road.
Dan
On Thu, Oct 13, 2011 at 3:41 PM,Brian Liu <bliu(a~,le~zlzoom.com> wrote:
Dan,

Thanks for getting back to me. I've actually met Charley before, and it would be good to reconnect, but I wanted to reach
out to you since we've never met

In additioq there is an important issue that our legal department has brought up regarding your advertising that I wanted
to personally discuss with you first. Therefore, if you have tune eazly next week, it would be good to talk.

Please let me know if you have time to talk next Monday or Tuesday.

Best,

Brian Liu

From:Dan Nye [mailto:dnye(a?~ceketlawver.coml
Sent Thursday, October 13,2011 1.35 PM
To: Brian Liu
Cc. Charles Moore
Subject: Follow Up

2

Exhibit K
67

Brian - I received your VM from yesterday. Unfortunately,I am not in the office today or tomorrow. I'd be
happy to have a call and I think it would be great for Charley Moore(Founder/Chairman)to join us. Can you
2
provide some times that you will be available on 11/1, 11/ or 11/4?

Thanks,
Dan

dnve(a~,rocketlavwer.com
415-518-6384

dnve(n,rocketlawyer.com
415-518-6384

3

Exhibit K
68

Set Up a Free LLC(877)407 5950
www.rocketlawyer.com/Free-LLC
!
Form an LLC in Under 8 Minutes. LLC Filing that is Dead Simple
Free
Others Charge $99+, We're Free - 8 Minute LLC -Why We're Totally
1. Saying that it's totdlly free is misleading since you have to pay fling fees.
ed. See FTC
2. Free is also conditioned on opting in to a legal plan and must be disclos
guidelines.

8 Minutes: Free LLL Setup [phone]
allstates.rockeflawyer.com/Free-LLC
Expert Guidance, No Processing Fees Professional Filings, Start Now
1. Setting up the LLC is not free since you must pay filing fees.
d
2. Even if you have lawyers guide you through the process, they would have to-be certifie
experts.
3. Are lawyers doing the filings?
Landing page: http://www.rocketlawyer.coin/incomorate-for-free.rl
1. No disclosure next to the word FREE about the conditions in the headline
2. In the Compare Pricing tab, simply disclosing the conditions in the question mark click
isn't enough to satisfy FTC guidelines
3. Legal Zoom is not our proper name, and there is no TM notice.
4. We don't sell a corporate kit for $100 anywhere on the website, so that is misleading.
Our standard package contains more than just a corporate kit.
5. Registered agent service is not $159.
6. Their processing times are not the sanne as ours. For example —Delaware for us is way
faster than 6 weeks.

Free Legal Documents -Why Pay? We're 100% Free
legat.rocketlawyer.com
Lega! Forms, Contract, Will, Lease.
1. This ad appears on the Lega]Zoom brand term.
2. RL is not 100% free. For LLCs, and incorporations, you must pay filing fees. For other
forms, it's conditioned upon opting in to the plan. See FTC guidance.

Exhibit K
69

-

Ezhibit L

From:
Sent:
To:
Subject:
importance:

----Original Message
From: Brian Vu
Sent: Friday, November 18, 2011 11:19 AM
To:'Charley Moore'
Subject: RE: Google Ads
Importance: High
Charley,
} I tried calling you but the line isn't going through. Can you call me at 323-790-1358? Thanks
-- Brian
---Original Message---From: Charley Moore [mailto:[e-mail]]
Sent: Thursday, November 17, 20119:00 PM
To: Brian Liu
Subject: Re: Google Ads
Sure, let's talk again.
I'll expect your call at 11:15 mmorrow. 415-738-7699.
Charley

On Nov 17, 2011, at 6:27 PM, Brian Liu <[e-mail]> wrote:
> Charley.
> I can't tell whether you're misinformed, stalling, or something else. Once again, you just don't seem to know the
basic facts. You asked me to confirm something that you can easily do yourself and I have done so. Screen shots
from today are below.
> Here are the tfiree things ti~at you need to do:
> 1. There is no possible way to get a truly "free" incorporation or LLC on RodcetLawer. You always have to pay
filing fees. And even your "no processing fee" offer is conditioned upon joining your legal plan, which you hide.
Therefore, any ad that says "Free LLC," "Set up a Free L1C," "Incorporate for Free," "S~rt an LLC for Free," or any
ad that says "Free" without mentioning that you have do pay filing fees +sign up for your legal plan, must be taken
down immediately.
i

Exhibit L
70

> 1. On LegaiZoom brand terms, you advertise "100% Free," "Why pay? We're Free" and "Free Incorporation"
for
which are completely false and constitute unfair business practices. As you know, many people searching
to form an LLC, so any time you say "Frce" in the ad, iYs not true.
LegalZoom brand terms on Google are looking
Therefore, any ad on LegalZoom brand terms tfiat uses the word "Free" without s~6ng the conditions should be
immediately removed.
> 1. Your comparison chart to LegalZoom's pricing is completely wrong. For e~mple, you state that we eke 6
weeks to process a Delaware LLC - ~'s not true, it takes us 1 week. That's why we charge $50 extra for smote
expedite fees. Our Federal Tax ID price isn't$79(you get a discount with our Gold package). Our Registered
Agent service isn't $159 per year -you get a free monti~, and the clock doesn't start until the LLCs effective date.
How you came up with our "expedited processing" fee is beyond me,since I can't find that anywhere on our si6e.
And your line-by-line comparison implies that our ofFerings are the same, but we offer a multitude of packages with
.additional benefits you can't match. Therefore, your pricing wmparison chart to LegalZoom must be immediately
deleted.
> I'd still be happy to speak to you tomorrow at 11:15 am, but at this point, I feel like there's little more to say.
Even you seemed to think that your ads were wrong, which is why you thought they were taken down. I'll wait
-misleading ads at that time,
until-nextTuesday to see what changes you-make. But-if you ar~sGll running .unfair or
we wiA take action.
> Sincerely,
> Brian Liu

> [cid:[e-mail]2FF0]

> [cid:[e-mail]2FF0]

> [cid:[e-mail]2FF0]
,>
> [cid:[e-mail]2FT-0]

> [dd:[e-mail]2FF0]
> [cid:[e-mail]2FF0]

> Brian Liu ~ airman
> [e-mail] ~ Phone [phone] ~ Fax [phone]
> www.legalzoom.00m<http://www.legalzoom.wm> ~ 101 N. Brand Blvd., 11th
> Roor, Glendale, CA 91203
> [dd:[e-mail]2FF0]<http:/Jwww.legalzoom.com/>
> This transmission may con~in confidential and privileged material for the sole use of the intended recipient(s).
Any review, use, disfibution or disclosure by others is strictly prohibited. If you are not the intended reapient(or

Exhibit L
71

of
authorized to receive for the recipient), please contact the sender by reply email and delete all copies this
message.
com,
> LegalZoom is not an attorney and can only provide self help services at your specific direction. LegalZoom.
legal document assistant, #0104, Los Angeles County(exp. 1Z/11). Pricers, features,
Inc. is a registered and bonded
terms and conditions are subject to cfiange without notice.

> From: Charley Moore [mailto:[e-mail]]
> 5ent: Thursday, November 17, 20117:21 AM
> To: Brian Liu
> Subject: Re: Google Ads
> Brian,
> My team has confirmed to me that we are not running ads witli the copy you wmplained to us about
> Why don't you.independently confirm tfiat or send me examples?
> Charley
> On Wed,-Nov lfi, 201Yat-5:~31jM,~rian Ciuzbliu@legalzoom:oom<manta:bliu@legalzoom:com~-~-vvrote.
> Charley,
> I'm not available on Friday, but this needs bo be resolved quickly. Can you make time b~morrow? I can be
available all day.
> —Brian
> From: Charley Moore
> [mai{to:[e-mail]<mailto:[e-mail]>]
> Sent: Wednesday, November 16, 2011 3:15 PM
> To: Brian Liu
> Subject: Re: Google Ads
> Brian,
> I'm oh the road until Friday. How's 11:15 Friday for you?
> Charley
> On Nov 16, 2011, at 5:08 PM, Brian Liu <bliu@{egalzoom.00m<mailto:[e-mail]» wrote:
> Charley,
> If you are available now, we can also chat I'll be here for another hour.
> —Brian
> From: Charley Moore
> [maitto:[e-mail]<mailho:[e-mail]>]
> Sent: Wednesday, November 16, 2011 11:51 AM
> To: Brian Liu
> Subject: Re: Google Ads
> Brian,
3

Exhibit L
72

,

> May I suggest that we get back on the phone and resolve a few issues? Looking bads, tl~e thread on this
stopped when we discoverer)(and you confirmed)that LZ has been running ads for multiple sites it operates for tine
same keywords, which violates google SEM rules.
> We're not interested in getting into a passing matte and continue to wish you well.
> This is stuff is not a good use of time for either of us, I suspect.
> Charley
> On Nov 15, 2011, at 6:53 PM, Brian Liu <bliu@legalzoom.00m<maifto:bliu@legalzoom.o~m» wrote:
> Charley.
> IYs been about a month since we last spoke, and I'm disappointed that nothing has changed on your end
regarding your Google ads.
> There's no doubt that your "100% Free" ad that's currently running on our brand terms is 100% false and
misleading. The idea that your LLCs are "totally free" is totally BS. Your LLC landing page's comparison to
LegalZoom is totally off. And your "Free" ads that I've come across on Google are illegal according to the FTC's
guidelines.
> You asked us in remove our ads that questioned the validity of free documents, and we did so immediately, even
though there's nothing illegal about it
> I don't like bo escalate things if there's a better way to get things resolved, so let me know you'd like to deal with
this issue.
> Best,
> Brian Vu
> Brian Liu ~ Chairman
> [e-mail]<mailto:[e-mail]> ~ Phone
> 323.790-1358<te1:323.790-1358> ~ Fax [phone]<te1:323.337-0730>
> www.legalzoom.com<htt~://www.legalzoom.00m> ~ 101 N. Brand Blvd., 11th
> Floor, Glendale, CA 91203 <image001_gih<ht~://www.legalzoom.com/>
> This transmission may contain confidential and privileged material for the sole use of the intended recipient(s).
Any review, use, distribution or disclosure by others is strictly prohibited. If you are not tfie intended redpient(or
authorized to receive for the reapient), please contact the sender by reply email and delete all copies of this
message.
> LegalZoom is not an attorney and can only provide self help services at your specific direction.
LegalZoom.corn<http://LegalZoom.00m>, Inc, is a registered and bonded legal document assistant, #0104, Los
Angeles County (ems. 12/11). Prices, features, terms and rnnditions are subject to change witliout notice.

>
>
>
>
>
>
>

<image001.jpg>
<image002.}pg>
<image003.jpg>
<image0U4.jpg>
<image005.jpg>
<image006.jpg>
<image007.gif>

Exhibit L
73