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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
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 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
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
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
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:
- The Opportunity of Unbundling Legal Services to your Practice
- Unbundling Legal Services: Protecting yourself from Malpractice Claims
- "Best Practices" in Offering Limited Legal Services
- Unbundled Legal Services, the Latent Legal Market
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:
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