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Resource: Chicago Bar Foundation Limited Scope Toolkit (CBF 2018, 2021 update)
The Chicago Bar Foundation published a comprehensive toolkit on unbundling to assist attorneys who are licensed in Illinois and seeking to offer limited scope representation as one of their service offerings to potential clients who have civil matters in Illinois trial court. The toolkit includes the following:
CONTENTS
INTRODUCTION: How to Use This Toolkit
OVERVIEW: Limited Scope Representation and Relevant Rules
CHECKLIST: Identifying Good Candidates for Limited Scope Representation
CHECKLIST: Discussing Limited Scope Representation with Potential Clients
CHECKLIST: Attorney and Client Task Assignment
SAMPLE AGREEMENT: Engagement Agreement for Legal Services
SAMPLE LETTER: Disengagement
APPENDIX: Court Forms and Other Resources