Posting of an event or training does not constitute an endorsement of the posted event or sponsoring organization by either the ABA or the Standing Committee on the Delivery of Legal Services.
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This free Practicing Law Instititute (PLI) training took place February 27, 2017, and was for law students, new graduates, attorneys participating in incubator programs, and attorneys or students interested in developing a solo practice. Tailored to benefit lawyers who want to create sustainable practices serving a modest means population, topics included learning how to set up a firm, practicing ethically, and handling firm finances.
This conference took place February 23 and 24, 2017, in affiliation with the Judicial Council of California's Family Law Facilitator and Self-Help Center Conference. It was a two-day in-person national conference for lawyers, judges, clerks of court, self-help services professionals, librarians, technologists, funders and other allied professionals to explore and develop successful strategies and new thinking for providing 100% access to justice.
Limited Scope Representation: When Less is More
The Illinois State Bar Association hosted this conference on October 13, 2016, with the description as follows: The Illinois Supreme Court amended its rules in 2013 to allow attorneys to enter limited scope appearances in civil cases and to make it easier for attorneys to provide unbundled services to their clients. Even so, many attorneys remain hesitant to incorporate limited scope representation into their practices. Join us for a look at how limited scope representation can benefit both attorneys and clients, the best practices and ethical considerations in limited scope, and how attorneys are using limited scope representation in their daily practices. The need for pro bono services in Illinois and the availability of limited scope pro bono opportunities are also discussed. This program was available at no cost to attorneys who agree to take a pro bono case in the next year.
Attendees of this April 27, 2016 event previewed the Resource Guide on Serving Self-Represented Litigants Remotely which describes remote services, analyzes the business practices of eight states, and identifies the equipment and staffing components of each program. The Guide also describes the outreach efforts of each site to involve justice system and community entities in meeting the needs of self-represented litigants.
From the Chicago Bar Association Young Lawyers Section & The Chicago Bar Foundation, this April 15, 2016 seminar provided practical, innovative strategies for engaging and retaining more clients through more choice and flexibility in ways that resonate with client expectations. Speakers demonstrated discussed legal health check-ups, alternative compensation models and emerging delivery models such as unbundling, nonprofit law firms, the role of technology and more.
This was a special pre-TECHSHOW event for demo tables featuring thirty of the hottest new legal tech companies to celebrate TECHSHOW’s 30th anniversary. Expert investors and experienced tech companies shared their ideas on the Next Big Thing in Legal Tech, plus a startup pitch session with feedback. The event was held on March 15, 2016.
The Future Is Now: Legal Services 2.016
This conference, which was held on April 6, 2016, was co-sponsored by the American Bar Association Commission on the Future of Legal Services, the Illinois State Bar Association, the Chicago Bar Association, the Women’s Bar Association of Illinois, and the Illinois Supreme Court Commission on Professionalism. The Future Is Now: Legal Services 2.016 brought lawyers together to consider and discuss innovations in the delivery of legal services to foster learning, inspiration and conversations that matter.
This live broadcast from NYC to the New York State Bar Association took place on Wednesday, October 14, 2015 and presented panel discussions on best practices for effectively and ethically operating limited scope pro bono programs and a limited scope law practice serving low and moderate-income individuals. Click here for materials.
This conference, which took place August 14-15 in Denver, focused on pivoting practitioners into 21st Century problem-solvers by enhancing engagement and exploring better client-centric compensation methods and innovative delivery models. Learn more and access conference materials here.
Sponsored by:
(October 25, 2015)
This Hackcess to Justice Hackathon was presented by the ABA Journal and the North Carolina Bar Association and called upon competitors to use their legal, entrepreneurial, coding and other skills to help North Carolina’s legal aid community by creating a technology-enabled solution for the numerous challenges faced by citizens who cannot afford a lawyer and the lawyers trying to serve them. Learn about the winner, N.C. Farmworkers' App here.
The Summit, held in early May, was co-sponsored by the ABA Presidential Commission on the Future of Legal Services and Stanford University School of Law. See the related ABA Journal article here.
In an effort to help Louisiana’s legal aid community, the ABA Journal and the Louisiana State Bar asked participants of this event to create a technology-enabled solution for the numerous challenges faced by citizens who cannot afford a lawyer and the lawyers trying to serve them.
The California Western School of Law hosted the follow-up to the April 2014 event of the same name. Attendees got the latest developments on creating and operating incubators and residency programs as well as developments on access to justice and the delivery of legal services.
Fred Rooney discussed how incubators in the US and Pakistan can help new lawyers create community practices to address unmet legal needs.
ALPS hosted a webinar on September 20, 2014, featuring Stephanie Kimbro, who provided an intro to unbundling and an overview of different unbundling methods, as well as spoke on competent representation, ethics opinions, case studies, best practices and more.
Hackcess to Justice (presented by the ABA Journal and partners) was a two-day, judged hackathon where attendees were challenged to devise a technology-enabled solution to improve access to justice.
The California Commission on Access to Justice hosted its 2nd regional meeting for the Modest Means Incubator Project on Tuesday, June 10 at the State Bar of California Office in Los Angeles.
This Boston Bar Association event featured Stephanie Kimbro who discussed limited assistance representation, including marketing, search engine optimization, establishing a brand, and best practices for minimizing ethics and malpractice issues.
This ABA Solo, Small Firm and General Practice Division event featured M. Sue Talia, a nationally recognized expert on limited scope representation.
This pre-conference session, which was held just before the Equal Justice Conference, focused on SRLN developments and initiatives, among other topics.
Hosted by the California Commission on Access to Justice, this meeting focused on legal incubators to address the modest means justice gap; attendees were able to meet and collaborate with key stakeholders as well as learn about funding opportunities.
A conference that addressed the opportunities and challenges institutions face in the conceptualization, design and implementation of successful incubators and residency programs.
A discussion about the rapidly declining number of attorneys in rural areas across the nation.
A CLE session from the Washington State Bar Association that discussed creative ways to provide legal services to meet changing client needs.
On May 15th, 2013 the Pro Bono Institute hosted a webinar on the ethics of unbundled legal services and pro bono.
Presented by Suffolk University Law School's New Institute on Law Practice Technology and Innovation, Richard Susskind gave a lecture on April 18th, 2013.
The Wisconsin Equal Justice Conference was held on March 8, 2013 in Madison at the UW Pyle Center. This biannual event was developed by the State Bar’sLegal Assistance Committeeas a way to bring together people committed to expanding equal justice under law for low income and disadvantaged Wisconsin residents who face civil legal issues.
The ABA Standing Committee on Lawyer Referral and Information Service hosted a workshop in Las Vegas, NV on October 24-27, 2012 to foster peer interaction and learning on the most important programmatic and substantive issues affecting the delivery of legal service through the lawyer referral program model.
The College of Law Practice Management and Georgetown Law hosted the 2012 Futures Conference on October 26-27 at the Georgetown Law Center.
A two-day workshop on empirical approaches to access to justice was held in Chicago on December 7-8, 2012. The workshop brought together scholars and practitioners from many perspectives to identify and explore access to justice research needs.
On October 11 in Milwaukee, WI a program was held to address the changes to the Rules of Professional Conduct being considered by the American Bar Association and to identify how these changes should be handled in the state of Wisconsin.
Over 300 of the world's leading advocates of open legal access across gathered for the 2012 Law Via the Internet Conference, held in the United States for the first time. The conference was held at Cornell Law School on October 7-9.
On September 20th and 21st in Denver, IAALS hosted its Third Civil Justice Reform Summit. For a full agenda of the event, click here.
CLE seminar on ethical issues in California Pro Bono Representation took place on September 6, 2012 in San Francisco. Delivery models, such as limited scope representation were discussed.
The ABA Standing Committee on the Delivery of Legal Services offered a CLE panel discussion about delivering unbundled legal services online. The CLE took place on Friday, August 3rd, from 3-4:30.
Two-day continuing education program provided CLE sessions, including a session on the ethics of limited scope representation in Kansas. Clinical Professor Suzanne Valdez discussed the pilot projects that allow lawyers to provide unbundled legal services in certain types of cases.
On May 2, 2012 Stanford Law School's CodeX Speaker Series offered a presentation by Stephanie Kimbro on technologies and trends in web-based unbundled legal service delivery. A video of the presentation can be viewedhere.
On April 19, 2012 ALI-ABA sponsored a continuing legal education program addressing alternative fee arrangements. To purchase the program, visit the ALI-ABA site.
The Utah State Bar originally offered the program on October 2, 2009. Now available as an online seminar, the program is designed to train lawyers on how to use limited scope representation in private practice. To purchase the program, visit the Utah State Bar CLE Catalog.
Originally offered by Massachusetts CLE in November 2009, the program teaches attorneys how use limited assistance representation to expand their client base. The program is available on audio CD and can be purchased from the MCLE site.
Originally offered in May 2006, the online program introduces the New Hampshire rules that enable unbundling. The program addresses how the rules expand the reach of legal services by developing new models using unbundling in litigation, while also expanding private practice markets to clients in need of unbundled legal services. It also includes checklists for compliance, as well as forms and other resources, for attorneys who would like to offer unbundled legal services. Visit the New Hampshire CLE Catalog to purchase the program.
Part of the 2008 Family Law Conference, the program was originally offered in August 2008. Available now as an audio download, the program covers the changes to Missouri rules that now permit unbundling. The program includes a guide for family lawyers who would like to offer unbundled legal services. To purchase the program, visit the Missouri Bar CLE Catalog.
The Utah State Bar originally offered the program on October 2, 2009. Now available as an online seminar, the program is designed to train lawyers on how to use limited scope representation in private practice. To purchase the program, visit the Utah State Bar CLE Catalog.
Originally offered by Massachusetts CLE in November 2009, the program teaches attorneys how use limited assistance representation to expand their client base. The program is available on audio CD and can be purchased from the MCLE site.
Originally offered in May 2006, the online program introduces the New Hampshire rules that enable unbundling. The program addresses how the rules expand the reach of legal services by developing new models using unbundling in litigation, while also expanding private practice markets to clients in need of unbundled legal services. It also includes checklists for compliance, as well as forms and other resources, for attorneys who would like to offer unbundled legal services. Visit the New Hampshire CLE Catalog to purchase the program.
Part of the 2008 Family Law Conference, the program was originally offered in August 2008. Available now as an audio download, the program covers the changes to Missouri rules that now permit unbundling. The program includes a guide for family lawyers who would like to offer unbundled legal services. To purchase the program, visit the Missouri Bar CLE Catalog.
The State Bar of Utah originally offered the program in November 2007. Now available as an online seminar, the program provides an overview of unbundled legal services. To purchase the seminar, visit the CLE Catalog.
Released in April 2009, the program provides an introduction to the rapidly changing practice of limited scope representation in a family law context, including all the fee agreements, forms and other materials needed to practice limited scope representation competently, safely and profitably. To view the program, offered at no cost, click here.
Released in June 2009, the program provides a technical background to the field of homeowner association law as well as the practical skills to use limited scope representation to assist homeowners who would otherwise be without competent legal assistance. The program offers best practices, risk management materials, fee agreements and other materials designed to set up a limited scope representation practice from scratch. To view the program, offered at no cost, click here.
Provided by the Los Angeles County Bar Association, "Are Lawyers Unbundling in a Frigid Economy" examines unbundled legal services in the context of the recession. The program identifies the professional and ethical obligations related to unbundling and the procedures necessary to ensure the client receives competent representation. To purchase the program, visit theLaw.com CLE Center.
The State Bar of California originally offered "Limited Scope Representation: Doing It Safely" in September 2003. Now available as a webinar through the Online Catalog, the program covers information on ethical and malpractice issues related to limited scope representation. The session includes ethics opinions, forms, office tools, sample retainer letters and risk management materials for attorneys who practice limited scope representation. Visit theOnline Catalog to purchase the program.
Originally offered in October 2007, the Alaska Bar Association CLE program provides an overview of limited scope representation. In addition, the program also covers information on ethical rules, screening clients, risk management issues, and marketing a limited scope practice. The entire program is available for purchase on DVD, while course materials only may be downloaded free of charge. To download materials or to purchase the program, visit the CLE Catalog.
Published in November of 2008, following the 31st Annual Bankruptcy Institute, "Limited Scope Representation" offers insight into common pitfalls and good practices that should be employed when offering limited scope representation. To purchase the chapter, visit the North Carolina CLE Catalog.