afcc webinar unbundled legal services webinar... · • define scope • allocation of tasks and...
TRANSCRIPT
10/24/2018
1
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNBUNDLED LEGAL SERVICES:AFCC WEBINAR
Sponsored by: OurFamilyWizard.com
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
LAW IS A SERVICE INDUSTRY
• MEET NEEDS OF PUBLIC
• PROVIDE COMPETENT AFFORDABLE PRODUCTS
• MAKE SERVICES AVAILABLE TO CONSUMERS WHO NEED AND WANT THEM
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
CLIENT VIEWS OF THE LEGAL SYSTEM
10/24/2018
2
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
IMPERSONAL
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
INTIMIDATING
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNSYMPATHETIC
10/24/2018
3
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNRESPONSIVE
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
IMPOTENT
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
OVERWHELMED
10/24/2018
4
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
TOO COSTLY
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
TOO LONG
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
TOO INEFFICIENT
10/24/2018
5
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
access to civil justice ranks US 94th out of 113 countries• 86 percent of low‐income Americans receive inadequate or no professional legal help for the civil legal problems they face.
• US below Turkey, Honduras, Myanmar, Iran, etc.
• The U.S. rank dropped 30 spots from 2015 to 2016, continuing a slide that has occurred over the past three years.
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
PACKAGE OF LEGAL SERVICES
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
DEFINITION OF UNBUNDLING
Client is in charge of selecting one or several discrete professional tasks contained within the full service package
The client specifically provides for:
i) Extent of services provided by professional
ii) Depth of services provided by professional
iii) Communication and decision control between client and professional
10/24/2018
6
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Unbundled Lawyer RoleDuring MediationLegal Advisor
Assess Legal and Financial Needs
Review Summary Letters and Interim Agreements
Monitoring Progress
Negotiate with mediator
Client negotiation coach
Assist in Drafting Agreements
Attend Mediation Sessions
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Therapist’s Unbundled Role During MediationCommunications and Parenting Advisor
Assess Children’s Needs
Review Parenting Plans and Ground Rules
Monitoring Progress
Coordinate Other MHP Experts
Negotiate with mediator
Client negotiation coach
Assist in Drafting and Explaining Agreements
Attend Mediation Sessions
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
I GET UP WANTING TO RUN TO THE OFFICE!!!
10/24/2018
7
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
WHY I WANT TO RUN TO THE OFFICE?
• Have work consistent with my values and personality
• Intellectually challenging
• Help people
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
WHY I HAVE BENEFITEDFROM UNBUNDLING MY PRACTICE!!!!
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
INCREASE MARKET SHARE BY DIFFERENTIATING MY SERVICES
10/24/2018
8
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
ALL MY TIME IS FULLY PAID
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
INCREASE CONTROL OVER MY LIFE
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
PERSONAL SATISFACTION:I LOVE MY PRACTICE!!
10/24/2018
9
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
MY Unbundled RolesMY Unbundled Roles
• Collaborative Lawyer
• Consulting Attorney in Mediation
• Advisor to Self‐Represented Litigants
• Ghostwriter—Letters and Court Forms
• Negotiation Coach
• On Call During Court Appearances
• Preventive Transactions in the Office
YOU CAN MAKE LIMITED COURT APPEARANCES;
I CHOOSE NOT TO
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
GROWTH OF UNBUNDLING
LINK TO MAP:https://www.americanbar.org/groups/delivery_legal_services/resources/pro_se_unbundling_resource_center/pro_se_resources_by_state_map.html
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
NATIONAL UNBUNDLING CONFERENCEBaltimore, 2000; Denver 2017
10/24/2018
10
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
ABA AND STATE BAR INITIATIVES
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
TOOLBOXES FOR LAWYERS
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
ETHICAL RULE CHANGES
10/24/2018
11
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
SUPPORT BY LEGALMALPRACTICE INSURERS
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
BLOGS, AND TRAININGS
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
THE PRESENT: HELLO DIVORCE
10/24/2018
12
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Divorce Advisor, Ron Ouskywww.Ousky.com
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Brian Burke, Santa Barbara, Cahttp://burkefamilylaw.com/roadmap-consultation
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Legal Grind, Santa Monica, Cawww.legalgrind.com
10/24/2018
13
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Joel Miller, Torontohttp://thefamilylawcoach.com/services/
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Gevutrz Menashe & HowePortland, Oregonwww.gevurtzmenashe.com/family law/
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Levitt and Quinn, Los Angeles, CAhttp://levittquinn.org/services/
10/24/2018
14
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
FACEBOOK PAGE ON UNBUNDLING https://www.facebook.com/groups/unbundledlaw/
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
IAALS COMMON AND AVOIDABLE MISTEPS IN UNBUNDLED SERVICES
• Failing to obtain informed consent from the client.
• Failing to file the appropriate entry of appearance form, if necessary.
• Failing to precisely define or document the scope of engagement, spelling out what you will and will not do for the client.
• Failing to keep your services within the scope of your agreement.
• Failing to communicate with the client to assure understanding of your partial involvement and the tasks for which the client remains responsible.
• Failing to properly manage the client’s expectations, including what to expect if the limited representation does not extend to court appearances.
•
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
• Failing to provide proper documentation, such as memos to the file and confirming emails.
• Failing to document changes in the scope of representation.
• Failing to detect conflicts of interest.•• Failing to ask the right questions or verify client’s facts.
• Failing to effectively/properly disengage and withdraw as attorney of record.
10/24/2018
15
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
• Failing to advise your client on related matters, even if not asked.
• Failing to read the rules and sign the proper forms.
• Failing to obtain initial and ongoing training about unbundling rules, ethics opinions, laws, and best practices.
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
ARE YOU OPEN and READY TO UNBUNDLE?
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
DO YOU HAVE THE PERSONALITY AND CONSUMER ATTITUDE TO UNBUNDLE?
10/24/2018
16
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
8 STAGES OFUNBUNDLING PRACTICE
1. OFFICE PREPARATION
2. CLARIFYING YOUR APPROACH
3. INITIAL CLIENT CONFERENCE
4. UNBUNDLING ASSESSMENT
5. CONTRACTING
6. MONITORING
7. CONVERTING SCOPE
8. TERMINATION
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
AGENDA FOR INITIAL CLIENT CONFERENCE
• DESCRIBE UNBUNDLED SERVICES
• COMPARE UNBUNDLING TO FULL SERVICE REPRESENTATION
• BENEFITS AND RISKS
• IS UNBUNDLING APPROPRIATE
• DEFINE SCOPE
• ALLOCATION OF TASKS AND ISSUES
• FEES
• REVIEW LIMITED SCOPE AGREEMENT
• WRAP‐UP NEXT STEPS
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Watch Out and Screen for the Red Flag Clients
• The principled client
• The great expectations client
• The emergency client
• The coy communicator
• The control freak
• The client with cognition issues
• The client who cannot handle it
• The "paralawyer” client
• The favor client
10/24/2018
17
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
MONITOR PROGRESS
• AGREE WHEN AND HOW COMMUNICATION WILL OCCUR
• USE COMPUTER CALENDARING
• CHECK‐IN ON PROGRESS AND SATISFACTION
• BE VIGILANT TO CONVERT TO FULL SERVICE
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
OPTIONS WHEN TROUBLE STRIKES
• CONTINUE COACHING
• CONVERT TO FULL SERVICE WITH COACH OR FULL SERVICE PROVIDER
• SELF‐REPRESENT
• CONFIRM IN WRITING
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
REASONS FOR TERMINATION
1. Client Can’t Handle It
2. Bad Faith of Client
3. Situation Worsens
4. Danger
5. Court Initiated
6. Won’t or Can’t Pay
10/24/2018
18
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Noticed Limited Scope Representation in Family Law
• Notice of Limited Scope Representation Form FL‐950 or Custom Drafted
• After notice received and until either substitution of attorney or order to be relieved as attorney is filed and served
• Attorney must be served with documents that relate only to the issues identified; AND
• Party must be served directly with documents that relate to all other issues outside the scope of attorney’s representation
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
IAALS COMMON AND AVOIDABLE MISTEPS IN UNBUNDLED SERVICES
• Failing to obtain informed consent from the client.
• Failing to file the appropriate entry of appearance form, if necessary.
• Failing to precisely define or document the scope of engagement, spelling out what you will and will not do for the client.
• Failing to keep your services within the scope of your agreement.
• Failing to communicate with the client to assure understanding of your partial involvement and the tasks for which the client remains responsible.
• Failing to properly manage the client’s expectations, including what to expect if the limited representation does not extend to court appearances.
•
10/24/2018
19
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
• Failing to provide proper documentation, such as memos to the file and confirming emails.
• Failing to document changes in the scope of representation.
• Failing to detect conflicts of interest.•• Failing to ask the right questions or verify client’s facts.
• Failing to effectively/properly disengage and withdraw as attorney of record.
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
• Failing to advise your client on related matters, even if not asked.
• Failing to read the rules and sign the proper forms.
• Failing to obtain initial and ongoing training about unbundling rules, ethics opinions, laws, and best practices.
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
TIPS FOR BUILDING AN UNBUNDLING PRACTICE
10/24/2018
20
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Commit to Learning Concepts, Law, Skills and Craft of Unbundling
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Let clients know that you unbundle
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Let other lawyers in your community know that you unbundle
10/24/2018
21
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Mediation Coach
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Shadow Coach
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Ghostwrite Client Lettersas a Peacemaker
10/24/2018
22
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Client Negotiation Teacher
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Write Letter to Other Party or Lawyer
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Attend Mediation Sessions
10/24/2018
23
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Serve as Manager ofConflict Resolution
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Use Unbundled Confidential Mini-Evaluations (CME)
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Offer Second Opinions
10/24/2018
24
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Unbundled Preventive Conflict Wellness
Provider
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
CONSUMER AND FAMILY FRIENDLY OFFICE
• PREPARE YOUR OFFICE
• CLIENT CLASSROOM
• CURRICULUM
• LEARNING TOOLS
• SELF‐HELP RESOURCES
• CONSUMER DRIVEN STAFF
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
THE FUTURE OF UNBUNDLEDLEGAL SERVICES
10/24/2018
25
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNBUNDLING IS MORE THANIMPROVING LEGAL ACCESS……
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNBUNDLING IMPROVES THE REPUTATION OF THE LEGAL PROFESSION
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNBUNDLING IMPROVESPROFITABILITY AND QUALITY OF LIFE OF LAWYERS
10/24/2018
26
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNBUNDLING WILL ACCELERATETHE GROWTH OF MEDIATION
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
UNBUNDLING CAN ENHANCEPEACEMAKING FOR FAMILIES
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
FURTHER REFORMSWILL INCREASE UNBUNDLING’S IMPACT
10/24/2018
27
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
LAWYERS WILL BE REQUIRED TODISCUSS UNBUNDLING AS PARTOF REQUIRED INFORMED CONSENT
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
LAWYERS WILL BE REQUIRED TOHAVE LIMITED SCOPE TRAINING TO
GET A LICENSE
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
LIMITED SCOPE DELIVERY WILL BE AN ABA SECTION
10/24/2018
28
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
COURT HOUSES WILL HAVE 10 COACHINGFOR EVERY 1 TRIAL COURTROOM
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
JUDGES AND COURT STAFF WILL BETRAINED IN LIMITED SCOPE DELIVERY
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
COURT LETTERS ABOUT UNBUNDLING
10/24/2018
29
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
INCENTIVES TO USE LIMITEDSCOPE REPRESENTATION
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
Mosten and ScullyUnbundled Legal Services: A Guide for Family Lawyers (ABA, 2018)
Forrest S. MostenMediator and Collaborative Attorney MostenMediation.com
310.473.7611
2 Day Unbundling TrainingJanuary 25-26, 2019
San Diego
http://www.mostenmediation.com/training/courses.html#collab‐buildingsuccessunbundled