BusinessLaw

Serving the DIY Client: A Guide to Unbundling Legal Services for the Private Practitioner

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Serving the DIY Client: A Guide to Unbundling Legal Services for the Private Practitioner By Stephanie Kimbro Esq. Table of Contents I. Introduction - 4 II. What is Unbundling? - 9 a. A Brief Background -11 III. Why is unbundling growing in popularity? - 15 a. The Market -16 b. The Regulators - 18 c. The Public - 21 d. The Critics - 24 IV. Ethics Concerns with Unbundling - 26 a. Competent Representation- 26 b. Defining the Scope of Representation - 31 V. Best Practices for Unbundling - 36 a.
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    Serving the DIY Client: A Guide to Unbundling Legal Services for thePrivate Practitioner   By Stephanie Kimbro Esq.   © 2011 Stephanie Kimbro2 Table of Contents I. Introduction - 4II. What is Unbundling? - 9a. A Brief Background -11III. Why is unbundling growing in popularity? - 15a. The Market -16b. The Regulators - 18c. The Public - 21d. The Critics - 24IV. Ethics Concerns with Unbundling - 26a. Competent Representation- 26b. Defining the Scope of Representation - 31V. Best Practices for Unbundling - 36a. Check for Conflicts - 36b. Educate clients with checklists and instructions - 37   © 2011 Stephanie Kimbro3 c. Keep Digital Records of Interactions with Clients - 38d. Consider Offering Fixed Fee or Value Billing - 39e. Explaining Unbundled Services to Full-Service Clients - 41f. Assisting the Pro Se Litigant  – Ghostwriting - 42g. Malpractice Insurance for Unbundling - 44h. Good Customer Service - 45VI. Using Technology to Unbundle Legal Services - 47a. Document Assembly and Automation  – 49b. Online Case and Client Management   - 52c. Streamlining the Workflow - 53d. Delivering Unbundled Services Online -55Checklist for the Unbundling Practitioner - 59A Few Case Studies - 63Additional Resources - 69   © 2011 Stephanie Kimbro4 Introduction We live in a do-it-yourself (DIY) society.Consumers are comfortable going online tohandle business and professional transactions.They shop, conduct banking and investing,earn degrees and communicate with family andfriends over the Internet. The public has gottenused to controlling online interactions and manyindividuals see the benefit and convenience ofhandling business on their own time.The DIY consumer also understandsthat when a product or service has a DIYcomponent, it tends to be more affordable.
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