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Serving the DIY Client: A Guide to Unbundling Legal Services for the Private Practitioner

Serving the DIY Client: A Guide to Unbundling Legal Services for the Private Practitioner

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Published by Stephanie L. Kimbro

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Categories:Types, Business/Law
Published by: Stephanie L. Kimbro on Jun 03, 2011
Copyright:Attribution Non-commercial

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10/18/2014

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Serving the DIY Client:
A Guide to Unbundling Legal Services for thePrivate Practitioner
 
By Stephanie Kimbro Esq.
 
 © 2011 Stephanie Kimbro2
Table of Contents
I. Introduction - 4II. What is Unbundling? - 9a. A Brief Background -11III. Why is unbundling growing in popularity? - 15a. The Market -16b. The Regulators - 18c. The Public - 21d. The Critics - 24IV. Ethics Concerns with Unbundling - 26a. Competent Representation- 26b. Defining the Scope of Representation - 31V. Best Practices for Unbundling - 36a. Check for Conflicts - 36b. Educate clients with checklists and instructions - 37
 
 © 2011 Stephanie Kimbro3
c. Keep Digital Records of Interactions with Clients - 38d. Consider Offering Fixed Fee or Value Billing - 39e. Explaining Unbundled Services to Full-Service Clients - 41f. Assisting the Pro Se Litigant
 –
Ghostwriting - 42g. Malpractice Insurance for Unbundling - 44h. Good Customer Service - 45VI. Using Technology to Unbundle Legal Services - 47a. Document Assembly and Automation
 –
49b. Online Case and Client Management
 
- 52c. Streamlining the Workflow - 53d. Delivering Unbundled Services Online -55Checklist for the Unbundling Practitioner - 59A Few Case Studies - 63Additional Resources - 69

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