Unbundled Legal Services

Designed for family lawyers, judges, and other family professionals, these recordings were presented by internationally renowned family lawyer Forrest “Woody” Mosten, recognized as the father of Unbundling, and supported by a group of experienced BC unbundling lawyers.

These recordings focus on building the skills you need to create a successful unbundled law practice.

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Unbundling Demystified: Practical Tips from Lawyers Using It

Description
The first in a two-part series on unbundling, this session is about showing you what is possible with a limited retainer model of practice. JP Boyd, Kari Boyle and Sarah Westwood walk lawyers through how you can approach unbundling without fear. We'll talk about ethical obligations, practical approaches and long term strategies and along the way provide feedback for a toolkit that is coming in Part Two.

Speakers
John-Paul Boyd, The Canadian Research Institute for Law and the Family
Kari D. Boyle
Sarah M. Westwood, Yuen Westwood Law Corporation

Moderator
Meghan Maddigan, Law Society of BC

This is the archived version of a program presented on August 18, 2016.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


​Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

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Foundations of Unbundling - An Intake Model (Part 1)

Description
Forrest (Woody) Mosten provides an entertaining overview of the history of unbundled legal services in the United States and Canada and a description of his practice and how he coined the term “unbundling”. He traces the development of rules, training, toolboxes and creative lawyer websites in the US and notes the support of many US malpractice insurers. Woody discusses the growth and future of unbundling and discusses its many benefits to the public and the legal system. Kari Boyle and Nancy Cameron then trace the development of the unbundling movement in BC including Mediate BC’s Family Unbundled Legal Services project, the development of new business and pricing models and the critical next steps to maintain the momentum of the movement.

The second part of this section is a presentation by Laurel Dietz (Alinea Legal Coaching, Victoria BC) who details her thoughtful intake and assessment process as well as her legal coaching model. Her model has three phases: pre-intake; intake session; post-intake session. Not all potential clients are suitable candidates for unbundling and Laurel and Woody discuss how a detailed assessment will assist in making that assessment.

Speakers
Forrest (Woody) Mosten
Nancy J. Cameron Q.C.
Kari Boyle

This is the archived version of a program presented on January 31, 2018.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 1.5 1.5


​Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

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Intake and Initial Consultation (Part 2)

Description
A well-designed intake and initial consultation/assessment process is critical for a successful unbundling practice. In this session, Kari Boyle (Susan) and Laurel Dietz roleplay a simulation of an initial client consultation. The roleplay pauses at key points to allow questions and participant feedback and suggestions

Speakers
Forrest (Woody) Mosten
Laurel Dietz

This is the archived version of a program presented on January 31, 2018.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 0.5 0.5


​Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

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Creative Unbundled Pricing Strategies (Part 3)

Description
Laura Atkinson (Victoria), Woody Mosten and Michael Butterfield (Victoria) discuss the “business” side of unbundling and how to design effective pricing strategies to support a lucrative unbundling practice. Michael explains how keeping track of actual time spent is helpful in designing pricing strategies regardless of whether or not they are hourly based. He also provides good tips on the analysis that is necessary to set prices, how to ensure timely payment (and avoid account receivables) and how to avoid “scope creep”. Woody then shares his tips for various unbundling roles and refers to examples of existing US and Canadian lawyers successfully offering unbundling services.

Speakers
Forrest (Woody) Mosten
Michael Butterfield
Laura Atkinson

This is the archived version of a program presented on January 31, 2018.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 1 1


​Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

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Effective Use of Retainer Agreements; Scope Creep; Ending the Relationship (Part 4)

Description
This section addresses the important elements of an unbundled retainer agreement and the lawyers relationship with an unbundled client, how to address scope creep, and when and how to end a relationship with a client or transition to a traditional retainer agreement.

Speakers
Forrest (Woody) Mosten
Zahra Jimale

This is the archived version of a program presented on January 31, 2018.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 1 1


​Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

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Making an Unbundled Practice Work for you Financially (Part 5)

Description
The group discusses the benefits and challenges of providing unbundled services as it relates to value for the client and income for the lawyer; we discuss if there is a point at which the lawyer hurts the client by providing unbundled services.

Speakers
Forrest (Woody) Mosten
Michael Butterfield

This is the archived version of a program presented on January 31, 2018.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 0.5 0.5


​Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

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Reshaping Your Practice to Unbundle (Part 6)

Description
In this section, the group discusses the values that inform building an unbundled practice, the nature of the lawyer-client relationship in an unbundled practice, the benefits of using a collaborative approach to an unbundled practice, the importance of advertising your unbundled services and ways to reduce your overhead by reducing your cost of advertising.

Speakers
Forrest (Woody) Mosten
Nancy J. Cameron Q.C.
Laura Atkinson/p>

This is the archived version of a program presented on January 31, 2018.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 1 1


​Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

Disclaimer: 
*Please note that these recordings are provided for the sole use of the registrant and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works, or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.

**The quiz information is legal information only, not legal advice. If you intend to rely on this legal information, use the relevant official paper versions of the statutes and regulations. The quiz information is only current as of the date of the original webinar broadcast, or date as specified within each individual quiz.