More and more lawyers are performing work on a limited scope retainer or “unbundled” basis – namely, performing only a portion of the work on a larger legal matter. It arises in a variety of contexts, including: litigants interested in self-representation but requiring some technical assistance; business clients keen to attend to aspects of a transaction themselves; and executors seeking only to have documents notarized. Unbundling services for your clients, however, can be risky.
In this video, Claims Counsel Sherry Kooner demonstrates how to manage the risks of a limited retainer.
Learn more about steps to take to protect yourself from a loss here.
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