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UNBUNDLE YOUR LAW PRACTICE:
How To Deliver Legal Services a la Carte
for Improved Service And Profits

TABLE OF CONTENTS - Summary

Overview of Unbundling

UNBUNDLING: What is it? Why it Works for Clients and Lawyers
UNBUNDLING: How it Works
THE INITIAL CLIENT CONFERENCE: What to Do When the Client Walks In
HOW TO SET UP AND MANAGE AN UNBUNDLING LAW OFFICE
MARKETING UNBUNDLING SERVICES: HOW TO GET CLIENTS
ETHICAL AND MALPRACTICE BARRIERS TO UNBUNDLING: How to Deliver Discrete Task Services Without Being Sued or Disciplined

Unbundling in Law Practice Today
UNBUNDLING IN LAW PRACTICE TODAY

TABLE OF CONTENTS - Detailed

Chapters

UNBUNDLING: What is it? Why it Works for Clients and Lawyers
-     What is Unbundling?
-     The Client is in Charge
-     Discrete Lawyering Tasks
-     Legal Services Menu
-    Is Unbundling Right For You?
-      Benefits to Clients
-     Keeping Lawyers Out of the Way
-      Benefits to Lawyers
-      Practice Tips
UNBUNDLING: How it Works.
-       Stage 1: Office Preparation
-       Stage 2: Clarifying Your Approach
-       Stage 3: Initial Client Intake Conference
-       Stage 4: Unbundling Assessment
-       Stage 5: Contracting for Unbundling
-       Limited Scope Agreement
-       Stage 6: Monitoring Limited Services
-       Stage 7: Converting From Unbundled to Full Service
-     Representation
-       Sample Termination Letter
-       Stage 8: Evaluation of Client Satisfaction
-       Practice Tips
THE INITIAL CLIENT CONFERENCE: What to Do When the Client Walks In
-       Agenda for Unbundling Discussion
-       Initial Conference Topic Checklist
-       What is Unbundling?
-        What Unbundled Services Do I Offer?
-        What Are the Benefits and Risks of Utilizing Unbundled Services?
-        Pros & Cons of Unbundling
-        How Will Unbundled Services Compare With Full Service
-        Representation in Your Case?
-        Are You the Type of Person Who Will Be Satisfied With an Unbundled Arrangement?
-        Is This the Type of Problem That Can Be Successfully Unbundled?
-        Assuming You Choose to Unbundle, What Will You Do and What Will I Do?
-        Issues to be Apportioned
-        Tasks to be Apportioned
-        Limited Scope Client-Attorney Agreement
-        Fees
-        Wrapping Up
-        Practice Tips
HOW TO SET UP AND MANAGE AN UNBUNDLING LAW OFFICE
-         Reception Area
-     Client Library
-         Client Library Picture
-         Information to Educate Clients
-         DRA Client Intake Form
-         Legal Wellness Check-up
-         Point of Sale Information
-         Office Design
-         Food and Drink
-          Staff Training
-          Practice Tips
MARKETING UNBUNDLING SERVICES: HOW TO GET CLIENTS
-          Develop Your Signature in the Marketplace
-          Unbundling Self Survey
-          Write a Mission Statement
-          Establish a Board of Directors for Your Practice
-          Unbundling Practitioner’s Study Group
-          Advertise Concept and Benefits Over Brand
-          Benchmark: Don’t Hide the Ball
-          Build From Your Strength: Your Existing Client Base
-          Network Switching
-          Public Speaking and Media
-          Using Lunch to Focus on the Needs of the Referral Source
-          Organizational Seminars & Training
-          Doing Your Marketing From Home
-          Write Articles, Forms and Practice Guides
-          Your Marketing Lessons
-          Yellow Page Display Advertising
-          Newspaper and Other Print Display Advertising
-          Television and Radio
-          Direct Mail
-          Website
-          Lawyer Referral and Information Services
-          Financial Commitment
-          Practice Tips
ETHICAL AND MALPRACTICE BARRIERS TO UNBUNDLING: How to Deliver Discrete Task Services Without Being Sued or Disciplined
-          Fear of Malpractice and Disciplinary Trouble
-          Hurried or Incomplete Advice May Give Rise to Malpractice
-          Liability
-          Limitations on Liability Are an Illusion
-          Malpractice Insurance Carriers May Not Offer Coverage
-          Due to Risks & Ethical Uncertainty
-          Model Rule 4.2
-          Sample Caption for Ghostwritten Pleading
-          Ghostwriting Pleadings and Other Court Documents
-          Limited Court Appearance & Permission of the Court
-          Lawyer Coaches May Not Impede the Administration of the Court System
-          Lack of Consumer Awareness
-          Consumers Need Educational Resources
-          Pro Se: Intruders in the Court Arena
-          Lawyers Haven’t Been Trained in Unbundling
-          Unbundling Is Not a Politically Hot Issue
-          Practice Tips
-          Summary of Significant Opinions

Unbundling in Law Practice Today

UNBUNDLING IN LAW PRACTICE TODAY
-          Corporate Business Practice
-          Small Business and Real Estate Transactions
-          Probate
-          Wills and Estate Planning
-          Personal Injury Claims
-          Bankruptcy and Debt Relief
-          Family Law
-         Coaching Clients with no Staff and a World Wide Website
-         Consulting Lawyer in Mediation
-         Collaborative Lawyering
-         Legal Advice Hot Lines
-         Helpline: Telephone Mediation and Drafting Forms
-         Case Assessment Conferences
-         Coaching Within a Full Service Law Practice
-          Common Unbundling Practice Strategies
-          Simplified Court Forms and Procedures
-          Role of a Legal Coach
-          Role of Unbundled Manager of Dispute Resolution
-          Role of Negotiation Coach
-          Legal Wellness Checkup
-          Practice Tips
UNBUNDLING ON THE INTERNET by William Hornsby, Jr.
-          Client Information Resources
-          Client Screening and Intake
-          Legal Advice
-          Drafting/Form Preparation
-          Conclusion
-          Appendix of Internet Sites
STARTING YOUR UNBUNDLING PRACTICE: Your First Steps - Prepare to Unbundle
        -          Develop Unbundling Practice Tools
      -          Market Your Unbundling Practice
      -          Look to the Future: Law Practice in 2020