YourABA September 2012 Masthead

E-lawyers offer tips on delivering 'unbundled' legal services

To expand business during the bad economy, more lawyers than ever are providing “unbundled” legal services. Just as iTunes allows consumers to buy specific tracks off an album for a cheaper price than paying for a full album, this kind of representation allows clients to pick and choose what they want from a lawyer, usually for less money than full representation.

At an ABA Annual Meeting program, “Delivering ‘Unbundled Legal Services’ Over the Internet,” sponsored by the Standing Committee on the Delivery of Legal Services, a panel of experts on e-lawyering discussed the trend of providing limited-scope representation.

For those interested in offering such services, panelists Richard Granat of Granat Legal Services; Will Hornsby, staff counsel for the ABA; and Stephanie Kimbro of Burton Law LLC shared these best practices:

Get an agreement in writing. Informed consent is very important when dealing with unbundling, according to the panelists. When providing limited-scope representation, confirm all agreements in writing, so clients know what your responsibilities are.

Do not exceed the scope of your agreement. You may amend your agreement at any time to add or take away duties, but you should always get signed permission from your client first, especially if these new duties will increase the cost of services.

Create a checklist of duties for your client. There may be many tasks for clients to do, so developing a checklist with timelines will help them hold up their part of the agreement — without delaying yours.

Learn your state’s ghostwriting laws. Depending on where you live, your client may or may not have to inform the judge that he or she used the help of a lawyer in pro se litigation. In some states, judges may even require clients to identify their lawyer.

Educate your client. Make sure your client is fully aware of everything you are responsible for, and — more important — inform them of what is not your responsibility.

Get feedback from your client and adjust your procedures accordingly. Also, keep digital records of all interactions with your client.

After representation, terminate the limited-scope agreement. Always get a signed termination agreement after you finish your work with a client. If there are any additional steps that clients must do after the agreement, it is a good practice to follow up with them to make sure they have turned in any final paperwork or anything else you could be held liable for.

Back to top




Last rites for law practices


Measuring up: Highlights from the 2012 ABA Legal Technology Survey Report


New ABA president will advocate for gender equity, among other issues


Eyewitness identification: We have a long way to go

Developing a new impression of lawyers

E-lawyers offer tips
on delivering
‘unbundled’ services

Can my employer do that? The maze of social media and the workplace

Adding to your practice across the pond: Not just for big firms anymore

Hidden biases can hold back women of color
as they advance
in their careers

The consequences
of ‘pro se’ representation

ABA ‘Lawyer as Citizen’ initiative and website encourage lawyers to volunteer on Election Day

Pro Bono Publico Awards honor 3 lawyers, law firm and state supreme court


Update your profile
for a chance to win
a $1,000 airline gift card


Summer savings when you rent from Hertz!