Unbundled Legal Services Agreement Template: Limited Scope

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Unbundled Legal Services Agreement Template

This Unbundled Legal Services 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-scope legal services to the Client rather than full representation for all aspects of the legal matter.

The limited services described in this Agreement are the only services included unless the parties later agree otherwise in writing.

2. Legal Matter

The legal matter covered by this Agreement is:

[Describe the case, dispute, transaction, filing, 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 advice or consultation]

[Document review]

[Drafting of forms, letters, or pleadings]

[Settlement or negotiation support]

[Hearing or meeting preparation]

[Other limited service]

Additional included service details:

[Insert details]

4. Excluded Services

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

[Full court representation]

[Filing documents with the court or agency]

[Ongoing communication with opposing counsel]

[Discovery or evidence gathering]

[Appeals]

[Other excluded services]

The Client understands that 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;

review documents promptly;

meet deadlines and court dates unless the Attorney specifically agrees to handle them;

file, serve, or deliver documents if not expressly included in the Attorney’s services;

make final decisions on settlement, strategy, and case direction unless otherwise stated.

Additional client responsibilities:

6. Fees and Payment

The Client shall pay the Attorney as follows:

☐ hourly rate of [$Amount] per hour

☐ flat fee of [$Amount]

☐ limited-task 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 any costs and expenses related to the matter unless otherwise stated here:

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

If the Attorney advances any costs, reimbursement shall be made 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 respond to reasonable requests for information and documents in a timely manner.

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, decision, settlement, or outcome.

10. Limited Representation Acknowledgment

The Client understands that the Attorney is not handling the entire legal matter and that the Client may need to manage deadlines, filings, appearances, communications, or other tasks not included in this Agreement.

The Client acknowledges that limited representation may not provide the same level of service 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]

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Unbundled Legal Services Agreement Template: Limited Scope

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Unbundled Legal Services Agreement Template — quick answers

Reviewed July 2026 Free download, PDF & DOCX

What is an unbundled legal services agreement?

An unbundled legal services agreement is a written agreement between a lawyer and a client for limited-scope legal help rather than full representation in the entire matter. It usually explains the specific tasks the lawyer will handle, the services the lawyer will not handle, the fee arrangement, and the responsibilities the client keeps. It helps both sides understand exactly what legal work is included.

Why do you need an unbundled legal services agreement?

You need an unbundled legal services agreement to clearly define the limited nature of the representation and reduce misunderstandings. It helps explain whether the lawyer is only drafting documents, reviewing papers, giving advice, preparing for a hearing, or handling another specific task. A written agreement also helps identify what the client must do independently.

When should you use an unbundled legal services agreement?

Use an unbundled legal services agreement when a client wants limited legal help instead of full representation for the entire case or legal matter. It is commonly used for document review, pleading preparation, legal coaching, negotiation support, court form assistance, or one-time advice where the client will handle some parts of the matter without full attorney involvement.

How to write an unbundled legal services agreement?

Start with the names of the attorney and client, then describe the legal matter and the exact services the attorney will provide. After that, clearly list the services that are excluded, the fee structure, billing terms, and the client’s responsibilities. Finish with communication terms, termination language, and signatures so the agreement is clear and workable.

Can AI Lawyer help if clients, attorneys, and billing staff all need to review?

AI Lawyer can help by organizing the agreement into clear sections so each reviewer can find the relevant details quickly. It can also add internal reference fields, billing notes, and placeholders that make updates easier to track. A consistent structure helps reduce repeated edits and lowers the chance of missing key details like scope limits, fee terms, excluded services, or client responsibilities before the agreement is signed.

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