Materials

 

The following materials have been organized by panel:

 

Unbundled Legal Services: Past, Present, and Future:

Unbundled Legal Services Today–and Predictions for the Future, by Forrest Mosten, ABA Family Advocate

Unbundling and the Future of Legal Service Delivery, video by Stephanie Kimbro

The New Lawyer, by Julie Macfarlane

Reinventing the Practice of Law, ed. by Luz Herrera

There is a new book by Woody Mosten, co-authored by Elizabeth Potter Scully, entitled Unbundled Legal Services: A Family Lawyer’s Guide. Amazon is selling the book for $80—the author’s price is $64.95 on the Mosten Mediation website. The book is also available from the ABA Shop.

AFCC Training (2018), by Forrest Mosten

Forrest Mosten Presentation

 

Unbundling within the Access Ecosystem:

Report on the Summit on the Use of Technology to Expand Access to Legal Services, by the Legal Services Corporation

TIG 2017 Statewide Portal Discussion, video by the Legal Services Corporation

The Justice for All Project

 

The Baseline – What We Know from the Research:

Cases Without Counsel: Research on Experiences of Self-Represention in US Family Court, by the Institute for the Advancement of the American Legal System (IAALS)

Cases Without Counsel: Our Recommendations After Listening to the Litigants, by the Institute for the Advancement of the American Legal System (IAALS)

Panel Presentation, by Natalie Knowlton, Sara Smith, and John Greacen

 

Unbundling for the NextGen:

Suffolk University Accelerator to Practice Program

Limited Scope Representation Toolkit, by the Chicago Bar Foundation

2016 Comprehensive Survey of Lawyer Incubators

Court to Court: Limited Scope Pro Bono Representation for Pro Se Litigants

Indiana Pro Bono Clinic Descriptions

Luz Herrera Presentation

Monica Fennell Presentation

 

Perspectives from Practitioners:

Providing Civil Legal Services to Moderate Income People, by Wayne Moore

Successful Business Planning: Representing the Moderate Income Client, by the Colorado Bar Association

Unbundling Legal Services Toolkits, by the Institute for the Advancement of the American Legal System (IAALS)

Less is More: Unbundling Legal Services and Expanding Your Practice Using Limited Scope Representation, webinar featuring M. Sue Talia

Reinventing the Practice of Law Chapter 1 - Limited Scope Representation, by M. Sue Talia

Notice of Limited Scope Rep. – Attachment 3i to Form FL-950

Revised Notice of Limited Scope Rep. – Form FL-950

Notice of Limited Scope Rep.

Introduction to Notice of Limited Scope Rep.

Application to be Relieved as Counsel – Form FL-955

Woody Mosten’s “Take the Quiz: Is Unbundling Right for You?”

Woody Mosten’s “Unbundled Service to Enhance Peacemaking for Divorcing Families”

Woody Mosten’s ABA Family Advocate article – A Guide to Working with your Spouse’s Lawyer

Woody Mosten’s Unbundling Legal Services in 2014: Recommendations for the Courts

Panel Presentation, by Forrest Mosten, Elizabeth Scheffee, Wayne Moore, and Keri Coleman Norris

Wayne Moore Presentation

 

Best Practices:

Building an Effective “Limited Scope” Practice in Maryland Conference

Mediate BC Family Unbundling Legal Services Project

The National Self-Represented Litigants Project: Identifying and Meeting the Needs of Self-Represented Litigants, by Dr. Julie Macfarlane

Alaska Bar Association Unbundling Attorneys List

The National Self-Represented Litigants Project Directory (Canada)

Practical and Ethical Considerations to Integrating Unbundled Legal Services

Oregon Planning Process, by Bill Howe

Legal Coaching, by Dayna Cornwall

What Judges Need to Know About Unbundling, by Judge Taubman

What Lawyers Need to Know about Unbundling, by Judge Taubman

Colorado Roadshow, by Judge Taubman

 

Collaboration: Where are the Opportunities:

Unbundling: The Bridge between Going it Alone and Full Representation, by Will Hornsby, ABA Bar Leader

Unbundling Legal Services in 2014: Recommendations for the Courts, by Forrest Mosten, ABA The Judges' Journal

A judge’s view on the benefits of ‘unbundling’, by Judge Mark A. Juhas, California Bar Journal

The Self-Help Center Census: A National Survey

“Limited Representation Panel” Statement of Qualifications, by the Contra Costa County Bar Association

Comments to the ABA Commission on the Future of Legal Services, by the American Association on Law Libraries

The Future of the Legal Industry is Now (ARAG)

Contra Costa County Bar Association Lawyer Referral & Information Service

The Judiciary, by Judge Fein

Prepaid Legal Services, by Nicolle Schippers

Lawyer Referral Services, by Theresa Hurley.

 

What if? Technology:

Delivering Unbundling Resources Over the Internet: Best Practices, by Richard Granat

Using Technology to Unbundle Legal Services, by Stephanie Kimbro

AI is doing legal work – But it won’t replace lawyer, yet, by The New York Times

Unbundled Legal Services: Ethics & Best Practices, online course by Richard Granat

Series of articles on Unbundling Legal Services by Richard Granat:

Artificial Intelligence, by Abhijeet Chavan

Virtual Advice, by Esther Sirotnik

Legal Services Market, by Richard Granat

Online Document Preparation, by Tony Lai

 

Decision Makers and Enabling Rules:

ABA Rule 1.2: Scope of Representation & Allocation of Authority Between Client & Lawyer

ABA Rule 6.5: Nonprofit & Court-Annexed Limited Legal Services Programs

Chart showing state adoption of 1.2c

Chart showing state adoption of Rule 6.5

White Paper on Unbundling (August 2014)

ABA Unbundling Resolution and Report (February 2013)

ABA Formal Opinion 07-446 (2007)

Practical and Ethical Implications to Integrating Unbundled Legal Services, by the Colorado Bar Association

Risk Management Practice Guide

Panel Presentation, by James Coyle, Will Hornsby, Danielle Hirsch, Heather K. Kelly, and Brittany Kauffman

 

Finding Your Community:

Crawling, Walking, Running

Finding Your Community Parameters

 

General Resources on Unbundling:

The Honoring Families Initiative of the Institute for the Advancement of the American Legal System (IAALS)

The Unbundling Resource Center of the American Bar Association Standing Committee on the Delivery of Legal Services