We use cookies or similar technologies to improve user experience, analyze website traffic, enable and maintain log-in and personalization settings, connections with selected partners and for marketing purposes (managing advertising space and recommend products of interest to you). You can block or adjust saving cookies at any time, by changing the settings of your web browser. By continuing to use this website without disabling cookies in your web browser you ‘ACCEPT’ saving cookies. Learn more in our Privacy Policy.

Limited Scope Representation 2026

Product ID: CA3918R4
Presented By: State Bar of Wisconsin PINNACLE

When less is more

When clients can’t afford full representation but still need meaningful legal help, limited scope or “unbundled” legal services may be a viable option. But offering limited scope representation requires clear boundaries and a firm understanding of how “limited” engagements can easily expand into full responsibility. Attorneys who want to provide unbundled services must know how to define the scope of representation, complete the assigned task, and close the file without creating ongoing duties to the client.  

The à la carte attorney

Limited Scope Representation gives you tools to handle limited scope work confidently and responsibly.

Read More ↓

Interested in sponsoring this program? Find out more.

Pricing

Member $129.00

Non-Member $179.00

Credits

1.5 CLE, 1 EPR

Date and Time

Wednesday, February 18, 202612:00 PM - 1:15 PM CT

Add to Calendar 2/18/2026 12:00:00 PM 2/18/2026 1:15:00 PM America/Chicago Limited Scope Representation 2026

When less is more

When clients can’t afford full representation but still need meaningful legal help, limited scope or “unbundled” legal services may be a viable option. But offering limited scope representation requires clear boundaries and a firm understanding of how “limited” engagements can easily expand into full responsibility. Attorneys who want to provide unbundled services must know how to define the scope of representation, complete the assigned task, and close the file without creating ongoing duties to the client.  

The à la carte attorney

Limited Scope Representation gives you tools to handle limited scope work confidently and responsibly.

aagOTNdBczOPpqCrTmAF60877

Log in to register.

Maximum quantity must be less than or equal to 1.

When less is more

When clients can’t afford full representation but still need meaningful legal help, limited scope or “unbundled” legal services may be a viable option. But offering limited scope representation requires clear boundaries and a firm understanding of how “limited” engagements can easily expand into full responsibility. Attorneys who want to provide unbundled services must know how to define the scope of representation, complete the assigned task, and close the file without creating ongoing duties to the client.  

The à la carte attorney

Limited Scope Representation gives you tools to handle limited scope work confidently and responsibly.

Read More ↓

Jennifer L. Amundsen of Amundsen Law Firm in Madison has nearly 20 years of experience in the legal and intellectual property industries, including 13 years as a lawyer. She has represented IT companies, authors, filmmakers, theater groups, software developers, and other creative businesses, helping clients identify, protect, and use their intellectual property assets. 

Attorney Amundsen has also developed a niche in canine and equine law, advising animal owners, veterinarians, breeders, and related groups. She is the author of the Animal Law Handbook, published by State Bar of Wisconsin PINNACLE®.

A 2003 graduate of the University of Wisconsin Law School, Attorney Amundsen served on the editorial board of the Wisconsin International Law Journal, interned for the Hon. Stephen L. Crocker of the Western District of Wisconsin, and participated in a cross-cultural negotiation seminar in China. She earned her B.A. from Kalamazoo College, where she majored in French and studied abroad in Caen, France.

Attorney Amundsen is active in several professional and animal-related organizations, including the State Bar of Wisconsin, Wisconsin Women Entrepreneurs SouthCentral, Inc., and the Badger Kennel Club. She has also been recognized on the SuperLawyers Rising Stars list. Outside of work, she enjoys spending time with her husband, training and showing their dogs, and riding her horse. 

Stacie H. Rosenzweig is a shareholder at Halling & Cayo, S.C. in Milwaukee. Her practice emphasizes representation of regulated professionals, including lawyers and health care professionals who face possible disciplinary action by licensing authorities, as well as ethics and compliance counseling. She is also well-versed in Wisconsin and federal election and political law, employment litigation, insurance defense, legal malpractice defense, civil litigation, and appellate practice.

Attorney Rosenzweig blogs about legal ethics and law practice regularly at Ethicking.com. She is a frequent contributor to the ethics column in Wisconsin Lawyer magazine. 

Attorney Rosenzweig graduated from Marquette University Law School, where she was an editor for the Marquette Law Review and interned for Centro Legal, a nonprofit legal services firm in Milwaukee. Before attending law school, she worked as a high school teacher and as an editor for a trade magazine.

12:00 PM What is "limited scope representation?" (SCR 20:1.2)

What do we need to think about when deciding whether to engage in limited scope representation? 

  • Competence (SCR 20:1.1)
    • Dabbling
  • Malpractice perilsConflicts (SCR 20:1.7-1.10)
  • Engagement letters and fees (SCR 20:1.2, 20:1.5)
    • Defining the scope of work
    • What is a "reasonable fee" under the circumstances?
    • How do we deal with clients who believe this arrangement will save them money?
  • Declining or withdrawing (SCR 20:1.16)

12:50 PM

Special cases

  • Dealing with an opposing party or third party who has a limited scope agreement with their attorney
  • Acting as local counsel
  • Reviewing documents drafted by others  
    • The client
    • Online services such as LegalZoom
    • Artificial Intelligence
  • Software as a Service
  • Consulting agreements
  • Reduce malpractice risk by setting defensible boundaries and identifying early signs of scope expansion
  • Serve cost-conscious clients without absorbing the burdens of full representation
  • Improve client satisfaction through clear expectations and predictable fee arrangements
  • Recognize when declining or withdrawing is appropriate under Supreme Court Rules
  • Broaden your service offerings with an ethics-compliant, client-centered model
  • Apply practical tools for managing AI, online document platforms, and third-party assistance
  • Solo and small firm lawyers
  • General practitioners
  • Any lawyer seeking to offer limited scope representation
  • Lawyers who are concerned about access to justice 
0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.