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Vol 23 No 3 March/April 2018

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Unbundling Family Legal Services Toolkit

ISBN13: 9781784460358
Published: September 2016
Publisher: Law Society Publishing
Country of Publication: UK
Format: Paperback & CD-ROM
Price: £69.95

In stock.

With significant changes to public funding and the rise of litigants in person, many practitioners are looking to provide services on a ‘pay as you go’ or ‘fixed fee’ basis for discrete or separate pieces of work.

Unbundling is an approach whereby the solicitor and client agree which parts of the process the client can undertake without assistance, and for which parts they will require some input from the solicitor.

This toolkit provides a suite of tools to assist solicitors in implementing new methods of unbundling pricing and new ways of working.

This is a practical toolkit for solicitors wishing to offer unbundled services as a more affordable alternative to the traditional retainer and hourly rates pricing approach.

Family Law, Legal Practice Management
1. Introduction;
2: What is Unbundling? Draft client self-help pack; Checklists;
3. Risks of Unbundling; Unbundled service agreement; Draft retainer; Written record of information provided by the client; Disclaimer;
4. Professional Conduct; Client care letter templates; Notice letter to PII insurers; Complaints procedure; Notice to terminate retainer with client;
5. Pricing and Fees; PAYG model template of fees; Client letter regarding fees; Checklist on office/client accounts; Sample pricing structure; Advocacy fee structure template; Checklist of unanticipated fees;
6. Providing Unbundled Services; Schedule of services provided; Schedule of services not provided; Advice checklist on client progressing matter themselves;
7. Unbundled Representation at Court; Advocacy agreement template; Professional McKenzie Friend agreement template; Specimen letter to judge; Standard letter to opponent on instruction of an advocate;
8. Other Help; Law Society practice note, 'Unbundling Family Legal Services'.