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