Unbundled legal services—fee earner checklist
Unbundled legal services—fee earner checklist

The following Practice Compliance precedent provides comprehensive and up to date legal information covering:

  • Unbundled legal services—fee earner checklist

Unbundled legal services—fee earner checklist

Complete this checklist to ensure you have taken all necessary steps to protect the firm and act in the client’s best interests when providing unbundled legal services.

A: Client details

Client name[Insert client name]
Client number[Insert ]
Matter number[Insert ]
Fee earner[Insert ]
Supervisor[Insert supervisor. Note: this checklist incorporates a requirement for supervisor approval ]

B: Screening questions

RequirementYes/NoDate
Have you discussed with the client:
  1. the nature of the client's case

  2. the complexity of the case

  3. what they hope to achieve from instructing you on an unbundled basis

  4. whether there is an alternative source of funding?

Yes/No
[Confirm whether you have completed this action, covering all the listed factors. If it is not applicable, state why. Include additional notes or comments as required but there is no need to duplicate information from your attendance note.]
Are you satisfied it is appropriate to provide unbundled services taking the above factors into account?Yes/No
Are you sufficiently experienced to provide the services the client requires?Yes/No
If you are not sufficiently experienced, can you refer this to a colleague?
Does the client have any particular attributes, needs and circumstances that we should take into account?Yes/No
[Insert comments. If yes, consider whether any additional steps need to be taken to ensure the client will benefit from your advice/assistance]
Are you satisfied the potential outcome of the

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