6. What is limited-scope representation in a Wisconsin family case?

Limited-scope representation, sometimes called unbundled legal services, allows a lawyer to handle specifically defined parts of a family case while the client remains responsible for everything outside that agreed scope.

For example, a family-law attorney might be retained only to:

·    Advise before mediation. The attorney may review the facts, explain the legal standards, and help the client prepare proposals.

·    Draft or review documents. The attorney may prepare or review a motion, affidavit, parenting plan, stipulation, or marital settlement agreement.

·    Analyze a defined issue. The attorney may focus on custody, placement, support, maintenance, property division, or another specified issue.

·    Prepare for or attend one hearing. The attorney may coach the client for a hearing or appear only at a specifically identified proceeding.

·    Assist with final documents. The attorney may help complete the paperwork needed to finish a divorce or postjudgment matter.

Wisconsin's professional-conduct rules permit limited representation when the limitation is reasonable under the circumstances and the client gives informed consent. That consent generally must be in writing, subject to specified exceptions. The agreement should clearly identify what the attorney will do and what remains the client's responsibility.

When the attorney will appear in court for only part of the case, the attorney files a Notice of Limited Appearance identifying the particular proceeding or issues covered. While that notice is active, court papers must be served on both the attorney and the client. When the agreed work is completed, the attorney files and serves a Notice of Termination of Limited Appearance.

A lawyer may also assist in preparing court documents without entering an appearance. A document prepared through that type of assistance must state that it was prepared with the assistance of a lawyer.

Limited-scope representation may reduce cost and give a self-represented party professional assistance at critical points. It works best when the scope is precise and the client understands the deadlines, evidence, service requirements, and court responsibilities that remain with the client.