Limited scope legal services : unbundling and the self-help client / Stephanie L. Kimbro.
2012
KF300 .K59 2012 (Map It)
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Details
Author
Title
Limited scope legal services : unbundling and the self-help client / Stephanie L. Kimbro.
Published
Chicago, Ill. : American Bar Association, 2012.
Call Number
KF300 .K59 2012
ISBN
9781614383628
1614383626
1614383626
Description
xv, 229 pages ; 26 cm
System Control No.
(OCoLC)775329554
Note
Includes index.
Record Appears in
Table of Contents
About the Author
ix
Acknowledgments
xi
Foreword
xiii
ch. One
Introduction
1
What Is Unbundling?
4
Brief Background
6
Increasing Access to Justice
11
Critics of Unbundling
13
Business Lessons on Unbundling from Other Industries
14
The Music Industry
15
The Airlines
15
The Newspapers
15
Wireless Providers
16
Lessons from Intuit and the Unbundling of Small Business and Personal Finance Services
16
Thinking About Restructuring Your Business to Unbundle?
17
A Team-Based Approach to Unbundling
18
ch. Two
Ethics of Unbundling
21
Competent Representation: What Is "Reasonable"?
21
Defining the Scope of Representation and Informed Client Consent
23
ch. Three
Best Practices for Unbundling
27
Case Study: Jared Correia, Esq.
27
Client Intake
29
Check for Conflicts
30
Educate Your Client with Checklists and Instructions
31
Keep Records of Your Interactions with the Client
32
Explaining Unbundled Services to Full-Service Clients
32
Malpractice Insurance: Making Sure Unbundled Services Are Covered
33
Case Study: Lawyers Mutual Liability Insurance Company of North Carolina
34
Termination Letter
36
Good Customer Service
37
ch. Four
Fixed Fee or Value Billing
39
Checklist for Determining Alternative Billing in Unbundled Cases
43
ch. Five
Forms of Unbundling
45
Document Drafting and Legal Form Preparation
45
Tips for Legal Document Preparation
47
Ghostwriting
48
Reasons an Attorney May Choose to Ghostwrite
49
Disclosure of Authorship
51
A Suggested Best Practice
52
Limited Appearances
53
Legal Coaching and Strategy
55
Collaborative Law
56
Reasons Why a Lawyer Might Consider Collaborative Law
58
When Collaborative Law Would Not Be Good for Your Client
59
Unbundling Criminal Law Cases
61
Unbundling Alternative Dispute Resolution Legal Services
62
ch. Six
Pro Bono Opportunities for Unbundling
65
Legal Services Corporation and Court System Initiatives
67
Case Study: Ronald Staudt
68
Other Forms of Pro Bono Unbundling
72
ch. Seven
Using Technology to Unbundle Legal Services
75
Document Assembly and Automation
76
Case Study: Kenneth A. Adams
77
Case Study: Richard Granat
82
Decision-Making Tools
86
Online Case and Client Management
88
Case Study: Jack Newton
89
Delivering Unbundled Services Online
90
Web Calculators and Web Advisers
92
Online Dispute Resolution
94
Case Study: David Bilinsky-ODR
96
Game-Theoretic Bargaining Systems
103
Case Study: Fair Outcomes Inc.
104
Artificial Intelligence
108
Ethics Concerns with the Use of Technology to Unbundle
111
Case Study: Darryl Mountain
112
Conclusion
115
ch. Eight
Marketing Unbundled Services
117
What Does the Marketplace for Unbundled Legal Services Look Like?
118
What Do the Law Firms Think the Marketplace Looks Like?
121
DIY Will Writing in the UK
124
What Do the Alternative Legal Service Providers Think This Marketplace Looks Like?
126
Working with the Legal Services Companies - The Branded Network Concept
129
Case Study: Charley Moore
130
The Franchised Law Firm
137
Building Your Own Brand for Unbundled Services
140
Case Study: Brian Whalley
142
Checklist for Creating a Brand for Your Unbundled Legal Services
147
Marketing Strategies for Unbundling
148
Traditional Advertising Methods
148
Online Advertising Methods
150
Case Study: Lee Rosen
152
Case Study: Kevin Chern
156
Conclusion
160
ch. Nine
Conclusion
163
Appendix
167
Case Studies of Firms That Unbundle
167
Internet Law: Kelly Law Firm
167
Corporate Law: Rimon
170
Intellectual Property Law: Firebrand Legal
172
Estate Planning: Rania Combs
173
Family Law: Susan Wakefield
175
Litigation Services: Skiba Law Group, P.L.C.
179
Entertainment Law: Gordon Firemark
184
Other Practices That Unbundle
186
Checklist for the Unbundling Practitioner
189
Additional Questions for the Unbundled Client Intake Process
191
Sample Limited Scope Engagement Agreements
193
Additional Resources
205
Sampling of State-by-State Adoption and Modification of ABA Model Rule 1.2(c) and Ethics Opinions
205
State-by-State Ghostwriting and Limited Appearance Rules
215
States That Require Disclosure
215
Index
223