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2021 IACP ANNUAL FORUM UNBUNDLING LEGAL SERVICES: FOR CLIENTS, YOUR FIRM, AND YOURSELF WRITTEN MATERIAL SAJ Rogerson & Andrea McMinn The Law Shop by Rogerson McMinn LLC 413 Grant Street / P.O. Box
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How to fill out unbundling legal services for

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Identify the specific legal services needed
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Determine the scope of assistance required
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Research and select a qualified unbundling legal service provider
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Clearly outline the terms of service in a written agreement
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Stay in communication with the legal service provider throughout the process

Who needs unbundling legal services for?

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Individuals looking for a more cost-effective option for legal assistance
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Unbundling legal services is for providing clients with the option to hire a lawyer for specific tasks or parts of their case, rather than full representation.
Lawyers and law firms offering unbundled legal services are required to file.
To fill out unbundling legal services, lawyers need to clearly outline the specific services being provided and ensure clients understand the limited scope of representation.
The purpose of unbundling legal services is to increase access to legal services by providing more affordable options and allowing clients to customize their legal representation.
Information such as the specific tasks or services being provided, the cost associated with each task, and a clear explanation of the limited scope of representation must be reported.
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