Summary of Meetings: Unbundled Legal Services
Number of Meetings Held: 2
September 28, 2023
Registration Count: Remote: 34
Guest Speakers: Ashley Syer
Meeting Title/Topic: Unbundled Services in Civil Litigation
Synopsis: Ashley Syer discusses different types of unbundled representation that lawyers can offer to their clients in civil litigation, including providing one-time or ongoing legal advice and background or foreground assistance on a file. Ashley also emphasizes the importance of conducting conflict checks before accepting a file and during the course of the file, to avoid any ethical issues or potential liability.
Other topics iclude best practices for drafting letters to clients that clearly outline the scope and limitations of the unbundled services that are being provided, portions of the code of professional conduct that governs lawyers in this area, the advantages and disadvantages of fixed-fee retainers for unbundled services, and the common pitfalls that lawyers should avoid when offering unbundled representation.
October 18, 2024
Registration Count: 48
Guest Speaker: Sonali Sharma, Mariyah Ali, Sarah Abbott
Meeting Title/Topic: Unbundling Estate Law – Tips and Tricks
Synopsis: Sonali Sharma and Mariyah Ali, along with remarks from Sarah Abbott, discuss Estates law and offering unbundled legal services to those who don't have access to full representation. This presentation looks at what has worked in private practice and how it has been unfolding within the Access Pro Bono's Everyone Legal Clinic ("ELC"), which only offers Estate services on an unbundled basis.