Summary of Meetings: Unbundled Legal Services
Number of Meetings Held: 2
December 9, 2025
Registration Count: 47
Guest Speakers: Daria Batkin, Deborah Labun, and Marta Davidson
Meeting Title/Topic: Stopping the Slide: How to Handle Scope Creep with Confidence
Synopsis: Offering legal services within a small firm or on a limited scope basis frequently leads to requests for "out-of-scope" services or the identification of client needs that fall outside the scope of the initial retainer. Daria Batkin, Deborah Labun, and Marta Davidson discuss their experience from privacy law, family law and a niche practice in franchise law to relate techniques and tips for managing client expectations, protecting client interests and attending to the business side of things.
May 14, 2026
Registration Count: 32
Guest Speakers: Haley MacCosham, Sarah Savoy, and Sonali Sharma
Meeting Title/Topic: Modern Transitions: A Multidisciplinary Approach to Unbundled Elder Care
Synopsis: Learn how unbundled retainers and a non-traditional model that combines legal, financial, and emotional support can empower elder clients. Haley MacCosham, Sarah Savoy, and Sonali Sharma discuss how limited-scope services work in BC, how each pillar supports client autonomy, and how collaborative, cost-conscious planning helps seniors navigate law, finances, and end-of-life decisions with clarity and dignity.