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Event Profile

OKC - Delivering Limited Scope Services Effectively and Safely (3 total credit hour/including 1 hours of ethics)

August 18, 2017

Location: Oklahoma Bar Association - 1901 N. Lincoln Blvd. Oklahoma City, OK 73105

This event has a fee

On-Line Registration is now closed.
Walk-ins will be accepted at the door.
 OBA/CLE presents
Delivering Limited Scope Services Effectively and Safely (3 total credit hour/including 1 hours of ethics)


Oklahoma Bar Center

1901 North Lincoln Blvd., Oklahoma City, Oklahoma - Click here for location map and driving directions

CLE CREDIT: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 3 hours of mandatory CLE credit, including 1 hour of ethics.


$75 for early-bird registrations with payment received by August 11th; Registration received after August 11th increases $25 and an additional $50 from early-bird rate for walk-ins. To receive a $10 discount for the in-person program, register online. Registration for the live webcast is $100.

Members licensed 2 years or less may register for $50 for the in-person program (late fees apply) and $75 for the webcast.

All programs may be audited (no materials or CLE credit) for $50 by emailing ReneeM@okbar.org to register.

CANCELLATIONS: Cancellations will be accepted at any time prior to the seminar date; however, a $25 fee will be charged for cancellations made within four full business days of the seminar date. No requests for refunds or cancellations will be accepted on or after the seminar date.

SEMINAR MATERIALS: The Oklahoma Bar Association is embracing a healthier and greener business environment. Therefore, seminar materials will be provided in electronic format in a separate email prior to the program. If you choose to have a printed version of the materials, prior to the sessions you can download and print them. If you would like a hard copy of the materials, there will be a $25 charge, please call Renee at 405-416-7029.

Jim Calloway, Director of OBA Management Assistance Program

Darla Jackson, OBA Practice Management Advisor

What are limited scope services? This term refers to a lawyer agreeing with an appropriate client to provide less than full-service representation under existing Rule 1.2(c) of the Oklahoma Rules of Professional Conduct. In June 2017, the Oklahoma Supreme Court added a new rule, Rule 33, to the Rules for District Courts of Oklahoma. The rule provides that lawyers who prepare pleadings or other documents to be presented to or filed with the court must disclose their participation on the document, but may do so without entering appearance in the underlying matter.

But, as they say, the devil is in the details. While this rule change now provides an opportunity to help those who cannot afford full-service legal representation, this is intended to provide a viable and profitable business model for lawyers to use to help people. However, attorneys who deliver these services need to appreciate the ethical duties they must satisfy. Additionally, attorneys must recognize that some clients seeking limited scope representation may later have a complaint about the scope of the services provided.

This program will provide practical guidance and suggested sample forms relating to delivering limited scope services.

Topics include:

  • The limited scope fee agreement
  • Clearly advising the client regarding services they are receiving and what services they are not receiving
  • Documenting a finding of appropriateness under Rule 1.2(c)
  • Using today’s technology tools to deliver limited scope representation services efficiently
  • Advice regarding critically important detailed documentation for lawyer self-protection
  • Providing online information about the cost of certain services

If you are interested in providing limited scope services to your clients, this presentation is for you    

8:30 a.m. - Registration and Continental Breakfast
9:00 a.m. - Program Begins
10:00 a.m. - 10 Minute Break
11:30 a.m. -  Adjourn
Webcast Available: This program will also be webcast 

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