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Petition For Review

Tex. Law Shield, LLC v. Perez

Case No. 25-1108

Key Issues

Factual History

Texas Law Shield sells legal-services memberships to firearm owners that cover only future civil or criminal proceedings arising from a later use of a firearm, and markets them through sales representatives invited to speak at events.1 In December 2022 a Houston school for healthcare professionals invited Law Shield to lead an active-shooter training for about 40 employees, and territory manager Gary Blalock opened with a short speech about the membership program before a retired officer taught the training; no plaintiff signed up, none owned a firearm, and a few days later one plaintiff's lawyer-spouse sent Law Shield a letter demanding $60,000 to settle barratry claims.2 The employees who sued say Law Shield, which has twice before been sued for barratry over sales pitches at concealed-handgun-license classes, used a commissioned non-lawyer salesperson to hard-sell legal-service contracts during what they understood to be mandatory training, and that Blalock testified that people attending active-shooter training need its firearm-related legal services.3

Sources
  1. Petition for Review (Petitioner), PDF p. 13 ↩
  2. Petition for Review (Petitioner), PDF pp. 14-16 ↩
  3. Response to Petition (Respondent), PDF pp. 8-10, 15-17 ↩

Procedural History

The employees (Juan Manel Perez, Katie Kassab, and Bianca Arguello) sued Law Shield and associated lawyers and entities in the 334th District Court of Harris County under Government Code section 82.0651(c), and the trial court granted summary judgment for the defendants and dismissed the claims.1 The Fourteenth Court of Appeals reversed in a memorandum opinion, holding that the need for legal services is viewed from the lawyer's or advertiser's perspective under Disciplinary Rules 7.01 and 7.03 and that the active-shooter class was an event that itself created a future legal need for purposes of the Penal Code, and it denied rehearing.2 The Supreme Court granted review on September 4, 2026, and merits briefs have been ordered.

Petition for review from the Fourteenth Court of Appeals (Houston); granted September 4, 2026. Oral argument: February 10, 2027.

Sources
  1. Petition for Review (Petitioner), PDF pp. 16-17 ↩
  2. Petition for Review (Petitioner), PDF p. 17 ↩

Issues Presented

  • Law Shield:1 whether the court of appeals erred in reversing summary judgment because (1) the Penal Code and Disciplinary Rules prohibit communications promoting legal services to a prospective client with an active or imminent need, and the Fourteenth Court has inconsistently judged that need from the attorney's and the plaintiff's perspectives, disregarding this Court's 2022 amendments to the Rules; and (2) a plaintiff who shows no actual or imminent injury lacks standing to recover under the barratry statute.
  • The employees:2 whether the court of appeals correctly applied Rules 7.01 and 7.03, Penal Code sections 38.01 and 38.12 and its own precedent in holding that fact issues preclude traditional summary judgment.
Sources
  1. Petition for Review (Petitioner), PDF p. 11 ↩
  2. Response to Petition (Respondent), PDF pp. 15-16 ↩

Standard(s) of Review

The court of appeals reviewed a traditional summary judgment and held that fact issues precluded it.1

Sources
  1. Response to Petition (Respondent), PDF p. 15 ↩

Legal Arguments

Whose perspective decides whether a communication is prohibited solicitation.

Law Shield (Petitioners): The plain text of Rules 7.01 and 7.03, as amended in 2022, and the Penal Code make Blalock's general presentation permissible advertising, and the court of appeals' rule, which departs from its own Crowley II decision that judged the question from the barratry plaintiff's perspective, creates strict liability for in-person advertising to people who are not prospective clients.1 In reply, Law Shield says the court of appeals misconstrued Rule 7.01 and section 38.01 of the Penal Code.2

The employees (Respondents): The rules regulate the solicitor's conduct and knowledge, asking whether the lawyer "knows or reasonably should know that the person needs legal services in a particular matter," not the undisclosed circumstances of the person solicited, and Blalock's testimony created a fact issue.3

What counts as "solicit employment."

Law Shield (Petitioners): The court of appeals rewrote section 38.01's definition by treating a hypothetical future occurrence or event as enough, when the statute requires that the communication address an existing or imminent legal matter.4

The employees (Respondents): Section 38.01 is disjunctive and covers communications arising out of a "particular occurrence or event," not only an existing problem, the active-shooter training was that event, and Crowley II, which involved a pitch at a concealed-handgun-license class, supports the result.5

Whether the employees have standing.

Law Shield (Petitioners): A person who admits having no need for legal services suffered no concrete injury and cannot recover statutory damages under a statute meant to protect prospective clients from overreaching.6

The employees (Respondents): Section 82.0651(c) gives a cause of action to a person solicited in violation of the barratry laws even if the person did not sign a contract, and the injury the statute protects is the unlawful solicitation itself.7

Sources
  1. Petition for Review (Petitioner), PDF pp. 18, 21 ↩
  2. Reply to Response (Petitioner), PDF pp. 6-7 ↩
  3. Response to Petition (Respondent), PDF p. 15 ↩
  4. Petition for Review (Petitioner), PDF pp. 18, 33 ↩
  5. Response to Petition (Respondent), PDF pp. 15-16 ↩
  6. Petition for Review (Petitioner), PDF pp. 18-19, 33 ↩
  7. Response to Petition (Respondent), PDF p. 16 ↩

Stated Reasons the Court Should Take the Case

Law Shield argued that the decision effectively bans all in-person advertising of legal services, conflicts with this Court's 2022 amendments to Rules 7.01 and 7.03 and with the Fourteenth Court's own inconsistent standards, implicates commercial-speech rights, chills lawful advertising and invites opportunistic litigation, and that the undisputed facts make this an ideal vehicle.1 The employees responded that the court of appeals faithfully applied the governing text and its own precedent and that the opinion presents no conflict or unsettled issue requiring review.2

Sources
  1. Petition for Review (Petitioner), PDF pp. 19, 34-35 ↩
  2. Response to Petition (Respondent), PDF p. 17 ↩

Amicus Involvement

None noted

The Docket

The following is current as of October 9, 2026.

DateEvent
03/16/2026Petition for Review (Texas Law Shield, LLC, et al)
05/27/2026Response to Petition (Juan Manel Perez, et al)
06/22/2026Reply to Response (Texas Law Shield, LLC, et al)
09/04/2026Case set for oral argument on February 10, 2027, at 9:00 a.m.
09/04/2026Brief on the Merits Ordered
Full case docket for 25-1108search.txcourts.gov →