2nd Annual Low Bono Conference - Unbundling: Reimagining the Attorney-Client Relationship

3.0 Other and 3.5 Ethics CLE Credits | WSBA Activity ID #1084187

Unbundled legal services is a vital emerging market for lawyers. This CLE will provide you the information, resources and practical advice to help you improve your practice if you are currently using unbundled legal services or help you see how best to introduce it to your practice.


Recorded:  06/08/2018
Credits:  3.0 Other and 3.5 Ethics CLE | WSBA Activity ID #1084187
Length: 6 hours, 35 minutes

Featured Speakers:
Jessica Martin, Stacie Naczelnik, Vincent Omar Barraza, Renee Lee, Duane Crone, Forrest Carlson, Paul Barrera, Jessica Lewis, G. Andrew Benjamin, Pete Roberts

Co-hosted by the WSBA Low Bono Section and Seattle University School of Law CLE, the 2nd Annual Low Bono Conference will provide practical advice on providing your clients with exactly the services they need, when they need them, without wasting time, money or resources. Topics include:

  • How unbundled services work and how it is currently being applied by lawyers;
  • How to explain unbundled legal services to clients;
  • The roles of drafting, negotiation, research and brief services.

Additional important issued to be covered will include:

  • Fee structures;
  • How to use a website to offer low bono services; and
  • Dealing with the stresses of working with clients.
Thanks to our sponsors!
  • Northwest Consumer Law Center
  • Mainstreet Insurance
  • MarginSoft
  • Harvest



Agenda and Speakers are subject to change

8:00-8:30 a.m.

Registration and Coffee Service

8:30-8:45 a.m.

Welcome and Overview

8:45-10:30 a.m.

Session 1 - Unbundled Legal Services: The Practitioner's Perspective

  • Which legal services unbundle best? Why does it matter?
  • How do you unbundle legal services?
  • How do you explain unbundling to your clients?
  • How do you draft fee agreements for these services?

Jessica Martin, Sound Family Law

Stacie Naczelnik, Sound Family Law


Vincent Omar Barraza,  Barraza Law, PLLC

Renee Lee,  Baugher Law Firm

10:30-10:45 a.m.


10:45-11:30 a.m.

Session 2 - Unbundled Legal Services and Malpractice/Bar Grievances

  • Limiting risks when providing limited appearances and unbundled legal services.
  • Considering your insurance options when providing unbundled services.
  • Best practices for protecting yourself and your client

Duane Crone, Mainstreet Legal Malpractice Insurance

11:30 a.m.-12:15 p.m.

Session 3 - Technology & Low Bono Services

  • Using the internet to provide low bono services.
  • Ethical considerations of providing legal information on the internet.

Forrest Carlson, Assemble Law Group, PLLC

12:15-1:15 p.m.

Lunch (on your own)

1:15-2:30 p.m.

Session 4 - Unbundled Legal Services: The Business Perspective

  • Setting prices, making money, and paying the bills.
  • Making a living and supporting access to justice.
  • Presenting fee structures to clients.

Paul Barrera, North City Law

Jessica Lewis, Northwest Advocacy Foundation

2:30-2:45 p.m.


2:45-4:45 p.m.

Session 5 - Professionalism and Personal Satisfaction: Prospering Personally and Financially

  • How do you say no?
  • What do you do when you can't assist a compelling client?

G. Andrew H. Benjamin, JD, PhD, ABPP, University of Washington

Pete Roberts, Practice Management Specialist

4:45 - 5.00 p.m.

Wrap-up and Evaluations

5:00-7:00 p.m.

Post-CLE Social

Location to be announced


General Registration - $149.00

WSBA Low Bono Section Members, Seattle University School of Law Alumni, or Attorneys 3 years or less in Practice - $119

WSBA Low Bono Section Members 3 years or less in Practice;$89

Refunds/Cancellations: On-demand products are not subject to refunds or cancellations