Reviewing email and text marketing practices, consent records and unsubscribe processes for CASL compliance.
Timing depends on the number of programs reviewed; the lawyer confirms it in writing before work starts. Ontario Done by an Ontario lawyer, by referral
What is included
Reviews your email, text and app messaging practices
Checks consent, identification and unsubscribe requirements
Updates sign-up forms, consent records and templates
Advises on contests, referral programs and third-party marketing
What is not included
Technical security testing, forensics or IT services
Regulator or court proceedings not covered by the lawyer's written retainer
Advice from foreign counsel where laws outside Canada apply
Who this service is for
Businesses sending commercial emails or texts
Marketing teams and agencies
Charities and not-for-profits with mailing lists
Information to have ready
1Sample messages and sign-up forms
2How you collect and record consent
3Where your mailing lists came from
4Details of your unsubscribe process
How a referral works
1Tell us in a few words what the matter is about, and who else is involved, so we can check for a conflict of interest.
2We recommend an Ontario lawyer for your matter, and at least one other you could choose instead.
3The lawyer runs their own conflict check, confirms the scope and quotes the fee, normally in a written retainer agreement.
4You pay the lawyer's fee to the lawyer. Any referral fee comes out of it, is disclosed to you in writing, and never increases what you pay.
A typical Ontario fee for this service is $1,500–$5,000, plus HST. The lawyer quotes the actual fee before any work starts. You pay the lawyer directly; the referral itself costs you nothing.
Do I need consent to send marketing emails?+
Usually yes. Canada's Anti-Spam Legislation generally requires express or implied consent, sender identification and a working unsubscribe for commercial electronic messages.
Does implied consent last forever?+
No. Implied consent from a past purchase or inquiry generally expires after set periods, so records of when it started matter.
General information only, not legal advice. NEO Legal Services Professional Corporation is a licensed paralegal firm regulated by the Law Society of Ontario.
Important limitations
No outcome can be guaranteed
Compliance depends on how the organization actually follows its policies
The lawyer confirms the scope, fee and steps in a written retainer before starting