Limited Scope Representation Agreement Template

This Limited Scope Representation Agreement is made on [Date] by and between:

Attorney / Law Firm: [Law Firm Name or Attorney Full Name]
Address: [Address]

Client: [Client Full Name]
Address: [Address]

1. Purpose of Agreement

This Agreement confirms that the Attorney will provide limited legal representation to the Client for only the specific services described below.

Unless the parties later agree otherwise in writing, the Attorney is not being retained for full representation in the entire matter.

2. Legal Matter

The legal matter covered by this Agreement is:

[Describe the case, dispute, filing, transaction, or other legal matter]

Case Number, if applicable: [Case Number]
Court or Agency, if applicable: [Court / Agency Name]

3. Included Services

The Attorney agrees to provide only the following services:

[Legal consultation or advice]
[Document review]
[Drafting letters, forms, or pleadings]
[Negotiation support]
[Preparation for hearing, meeting, or mediation]
[Limited court appearance, if specifically agreed]
[Other limited legal service]

Additional details about the included services:

[Insert details]

4. Excluded Services

The following services are not included unless later added in writing:

[Full representation in the entire matter]
[Filing or service of documents, unless specifically included]
[Ongoing communication with opposing counsel or third parties]
[Discovery, investigation, or evidence gathering]
[Appeals or post-judgment work]
[Other excluded services]

Any service not specifically listed in Section 3 is excluded from this Agreement.

5. Client Responsibilities

The Client remains responsible for all parts of the matter not specifically assigned to the Attorney.

The Client agrees to:

provide complete and accurate information;
respond promptly to requests for documents or decisions;
review drafts and advice in a timely manner;
meet deadlines, hearings, and filing requirements not expressly assigned to the Attorney;
make final decisions regarding settlement, strategy, and case direction unless otherwise stated.

Additional client responsibilities:

[Insert details]

6. Fees and Payment

The Client shall pay the Attorney as follows:

☐ hourly rate of [$Amount] per hour
☐ flat fee of [$Amount]
☐ task-based fee as follows: [Describe]
☐ other fee arrangement: [Describe]

Payment terms:

☐ payment due in advance
☐ payment due upon receipt of invoice
☐ payment due within [Number] days of invoice date
☐ retainer of [$Amount] required
☐ other: [Describe]

7. Costs and Expenses

In addition to legal fees, the Client is responsible for costs and expenses related to the matter unless otherwise stated here:

[Describe filing fees, service fees, postage, copies, travel, or other costs]

If the Attorney advances any costs, the Client shall reimburse those amounts within [Number] days after notice or invoice.

8. Communication

The Attorney and Client may communicate by:

☐ email
☐ phone
☐ mail
☐ client portal
☐ in-person meeting
☐ other: [Describe]

The Client agrees to keep contact information current and to respond within a reasonable time when action or decisions are needed.

9. No Guarantee of Outcome

The Client understands that legal matters involve uncertainty.

Nothing in this Agreement and no statement by the Attorney shall be treated as a promise or guarantee of any specific result, ruling, settlement, or outcome.

10. Limited Representation Acknowledgment

The Client understands that the Attorney is not handling every part of the legal matter.

The Client acknowledges that the Client may need to file documents, attend proceedings, communicate with other parties, or complete other tasks not included in this Agreement.

The Client further understands that limited representation may not provide the same level of assistance as full representation in the entire matter.

11. Term and Termination

This Agreement begins on [Start Date] and continues until:

☐ the limited services described above are completed
☐ the matter ends
☐ either party terminates this Agreement under the terms below
☐ other: [Describe]

Either party may terminate this Agreement:

☐ on [Number] days’ written notice
☐ immediately for material breach
☐ immediately if fees are not paid as agreed
☐ as otherwise stated here: [Describe]

If this Agreement ends early, the Client shall pay for services already performed and costs already incurred unless otherwise agreed in writing.

12. Entire Agreement

This Agreement contains the full understanding between the parties regarding the limited legal services described above and replaces prior discussions on the same subject unless otherwise stated in writing.

Any change to this Agreement should be made in writing.

13. Signatures

Attorney Signature: __________________________
Name: [Attorney Full Name]
Title: [Attorney / Partner / Other]
Date: [Date]

Client Signature: __________________________
Name: [Client Full Name]
Date: [Date]