Solicitors Disclaimers & Unbundling Legal Services - Pros, Cons & Minimising the Risks Involved

Introduction

The unbundling of legal services can help clients resolve disputes and finalise settlements with the benefit of expert legal guidance.

But what happens when hindsight leads clients to question their decisions or the advice they received?

The threat of malpractice claims or complaints to the Legal Ombudsman looms large.

With firms facing increasing regulatory pressure to offer limited-scope legal advice with associated disclaimers, this is becoming a more common challenge for legal professionals to navigate.

Presented by compliance expert Paul Bennett, this webinar will explore the crucial aspects of unbundling legal services. It will offer guidance on how to prepare an effective disclaimer and detail how to employ robust risk management strategies, which will protect your practice while delivering value to your clients.

What You Will Learn

This webinar will cover the following:

• What unbundling is
• How unbundling can make legal services more affordable for clients (and can therefore secure you more work)
• The potential risks arising from unbundling and how to reduce them
• Your engagement letter and risk management consideration to include providing the client with a clear breakdown of the advice being given
• Your professional obligations towards the client and the court
• Factors to consider with a disclaimer such as tax advice, specific assets being dealt with, specific exclusions, and confirmation of instructions and advice
• Should you be offering unbundling services to this client?
• Consideration whether or not the client is contradicting themselves, vulnerable or wants to cut costs so severely that the time to apply your skills cannot be deployed

This pre-recorded webinar will be available to view from Friday 13th June 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.