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Client Handout: Limited Scope Representation Flow Chart
Consult attorney,
discuss issues and
options for limited scope
Select full service
Select limited scope


Attorney performs
services without
appearing in court on
your behalf
Attorney
performs
tasks s/he
agreed to do
Discuss issues and tasks to
be apportioned between
you and attorney
Decide who is going to do
which parts
Sign written fee
agreement and keep
a copy
Attorney appears in
court on your behalf for a
limited purpose
Attorney
performs
tasks s/he
agreed to do
You perform
tasks you
agreed to do
You perform
tasks you
agreed to do
You need additional services
outside initial scope and/or
new issues emerge
Attorney sends you
withdrawal letter and
you advise attorney
immediately if you don’t
think all agreed services
have been completed
Return to top
and start over with new
issues and apportionment of
tasks
You sign a Notice of
Change in
Representation or lawyer
brings a Motion to be
removed as lawyer of
record to notify the court
and opponent that
lawyer’s work is done.
This document can be found on LAWPRO’s Limited Scope Representation Resources page at practicepro.ca/LimitedScope. It was adapted out of the Limited
Representation Committee Risk Management Materials at the California Commission on Access to Justice, as created and updated by M. Sue Talia.
Disclaimer: This document provides help to lawyers offering limited scope representation and practical advice on ways lawyers can minimize their exposure to
malpractice claims. This document does not establish, report, or create the standard of care for lawyers. The material is not a complete analysis of any of the
topics covered, and readers should conduct their own appropriate legal research. Copyright © 2015 Lawyers’ Profession Indemnity Company. This document may
be adapted for use by lawyers and paralegals for their legal practices.
Law Firm LLP
Address
Tel:(000) 000-0000 Fax: (000) 000-0000
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