Tuesday, April 20
Full-day video with transcript
12 p.m. MDT │ Brief Welcome
- Michael Houlberg, IAALS
12–1:15 p.m. MDT │ Session 1: Addressing Ethical & Malpractice Concerns
Moderator and Panel Facilitator:
- Michael Houlberg, IAALS
Panelists:
- Mark Bassingthwaighte, ALPS
- Ellyn S. Rosen, Regulation and Global Initiatives, American Bar Association
- Jessica E. Yates, Office of Attorney Regulation, Colorado Supreme Court
The program addressed ethical and malpractice concerns associated with unbundling. Fears of ethical violations and of being exposed to malpractice claims are among some of the more commonly voiced reasons that attorneys don’t offer unbundled legal services. Topics discussed included ways in which to effectively limit the scope of representation, documentation of the division of discrete tasks assigned to the attorney and the client, respectively, and the nature of disciplinary complaints levied against attorneys engaged in limited scope representation.
1:15–1:30 p.m. MDT │ Break
1:30–2:45 p.m. MDT │ Session 2: Unbundling the Court System
Session 2 presentation (part one)
Session 2 presentation (part two)
Moderator and Panel Facilitator:
- Samira Nazem, The Chicago Bar Foundation
Panelists:
- Stacey Marz, Alaska Court System
- Hon. Keven O’Grady, Tenth Judicial District
- Patricia Wrona, CARPLS Legal Aid
The program looked at "unbundling the court system." Unbundled self-help and legal services can be powerful access-to-justice tools, especially when they are fully integrated into the court ecosystem. Panelists shared examples of successful programs and policies that have brought unbundled services directly into the courthouse, as well as strategies for cultivating support for unbundling among court stakeholders.
2:45–3 p.m. MDT │ Wrap-up & Concluding Remarks for the Day
Wednesday, April 21
Full-day video with transcript
12 p.m. MDT │ Brief Welcome
- Michael Houlberg, IAALS
12–1:15 p.m. MDT │ Session 3: Cyborg Lawyers & Unbundled Legal Services
Panel Facilitator:
- Sarah Glassmeyer, ABA Center for Innovation and Standing Committee on the Delivery of Legal Services
Moderator:
- Allen Rodriguez, ONE400
Panelists:
- Scott Kelly, AfterPattern
- Lauren Lester, Lester Law LLC
- Brooke Moore, MyVirtualLawyer
This program examined how legal technology can advance access to justice. “Robot lawyers” are probably not going to happen any time soon. However, cyborg lawyers—human lawyers that are enhanced by technology—are currently in place and are delivering legal services. This session brought together technology creators that have developed products that can be used to deliver unbundled legal services as well as some cyborg lawyers currently using these tools.
1:15–1:30 p.m. MDT │ Break
1:30–2:45 p.m. MDT │ Session 4: New Frontiers in Unbundling: Innovations Are Yielding Proven Results & New Business Opportunities
Panel Facilitator:
- Michael Houlberg, IAALS
Moderator:
- Katherine Alteneder, Self-Represented Litigation Network
Panelists:
- MJ Cartwright, Court Innovations
- Marquita Green, Jacksonville Legal Aid, Inc.
- Erin Levine, Hello Divorce
- Margaret Malloy, Office of Pro Se Litigation for the United States District Court for the Southern District of New York
Unbundling opens new markets for entrepreneurial lawyers, and is also a powerful tool to advance innovation for increased access to justice and better outcomes. This session featured leading innovators who will share successful and proven strategies that are transforming the provision of legal services.
Attendees learned about new frontiers in unbundling from numerous perspectives—whether that means supercharging justice tech platforms; opening new markets through legal aid overflow; combining unbundled with mediation to yield more settlements than double full-representation cases; or exploring the potential of combining unbundling with the many new applications of ODR proliferating among courts, private practices, and justice organizations. Taken together, these innovations demonstrate that, in today’s world, high-quality legal services necessarily include unbundled legal services to give clients the help they need, when they need it, and in a format they can use. After attending this session, participants were better able to identify a number of new business opportunities to grow their practices, better serve clients, and improve justice in their communities.
2:45–3 p.m. MDT │ Wrap-up & Concluding Remarks for the Day
Thursday, April 22
Full-day video with transcript
12 p.m. MDT │ Brief Welcome
- Michael Houlberg, IAALS
12–1:15 p.m. MDT │ Session 5: Unbundling 2.0: How to Take Your Practice to a New Level
Moderator and Panel Facilitator:
- Jessica Bednarz, The Chicago Bar Foundation
Panelists:
- Alyease Jones, The Law Office of Alyease Jones
- Andrea McGinn, The Law Shop by Skogerson McGinn LLC
- Laura O'Bryan, MyVirtualLawyer
Many attorneys are discovering the tremendous value they can offer legal consumers by offering unbundled legal services. But how does an attorney take unbundled services to the next level and turn them into a profit-generating piece of their legal services portfolio? This session focused on the business case for unbundled services and how attorneys can identify, create, and market and profit-generating unbundled service. Topics covered include settling upon a legal services menu, profitability of the model and pricing, how to market your services in order to increase access to justice, how to leverage technology to deliver unbundled legal services, and operational decisions that decrease costs and increase the value of the services provided.
1:15–1:30 p.m. MDT │ Break
1:30–2:45 p.m. MDT │ Session 6: Meet & Greet
This session was devoted for attendees to meet and reacquaint themselves with other professionals interested in unbundled legal services. There were multiple breakout rooms and attendees had the flexibility to switch between rooms or stay in the same room the entire session.