By Julie Bays, OBA Management Assistance Program Director

I was discussing types of clients with a lawyer the other day when the conversation turned to affordability and client expectations. We also talked about the kinds of matters lawyers may hesitate to take on, such as small claims, where full representation often doesn’t make sense for either the client or the lawyer.

It’s a good reminder that limited scope representation is an option that many lawyers overlook.

Limited scope (sometimes called unbundled services) allows a lawyer to handle only part of a legal matter, such as advising a client, drafting documents, or preparing them for court, while the client remains responsible for the rest.

The authority for this approach has been in Oklahoma’s Rules of Professional Conduct for years. Rule 1.2(c), adopted in 2008, permits a lawyer to limit the scope of representation if it is reasonable and the client gives informed consent.

To address practical concerns, especially regarding drafting pleadings, the Oklahoma Supreme Court adopted District Court Rule 33, which creates a clear, statewide procedure for limited scope representation. Under Rule 33, a lawyer may assist a self-represented litigant by drafting pleadings without entering an appearance.

For lawyers, this creates a practical way to offer more affordable services without taking on full representation. For clients, it can make the difference between getting some legal help and none at all.

When structured properly, limited scope representation can:

• Expand access to legal services.
• Support efficient and competent delivery of legal work.
• Provide an additional, flexible revenue stream for your practice.

The key is clarity. Define the scope of representation, obtain informed consent, and document your work carefully. Systems, templates, and checklists can make these services both efficient and repeatable.

Limited scope representation is not new, but it is increasingly relevant in today’s practice environment. It offers a way to meet client needs while maintaining control over your time and workload.

If you have not revisited this model recently, it may be worth another look.

👉 Learn more and access resources here: https://www.okbar.org/map/lss/