Rule 5.425. Limited scope representation; application of rules

(a) Definition “Limited scope representation” is a relationship between an attorney and a person seeking legal services in which they have agreed that the scope of the legal services will be limited to specific tasks that the attorney will perform for the person.

(b) Application This rule applies to limited scope representation in family law cases. Rules 3.35 through 3.37 apply to limited scope representation in civil cases.

(c) Types of limited scope representation These rules recognize two types of limited scope representation:

(1) Noticed representation

(2) Undisclosed representation

(d) Noticed limited scope representation

(1) A party and an attorney must provide the required notice of their agreement for limited scope representation by serving other parties and filing with the court aNotice of Limited Scope Representation(form FL-950).

(2) After the notice in (1) is received and until aSubstitution of Attorney-Civil(form MC-050), or aNotice of Completion of Limited Scope Representation(form FL-955) with the “Final” box checked,or an order to be relieved as attorney is filed and served:

(A) The attorney must be served only with documents that relate to the issues identified in theNotice of Limited Scope Representation(form FL-950); and

(B) Documents that relate to all other issues outside the scope of the attorney’s representation must be served directly on the party or the attorney representing the party on those issues.

(3) Electronic service of notices and documents described in this rule is permitted if the client previously agreed in writing to accept service of documents electronically from the attorney.

(4) Before being relieved as counsel, the limited scope attorney must file and serve the order after hearing or judgment following the hearing or trial at which he or she provided representation unless:

(A) Otherwise directed by the court; or

(B) The party agreed in theNotice of Limited Scope Representation(form FL-950) that completion of the order after hearing is not within the scope of the attorney’s representation.

(e) Procedures to be relieved as counsel on completion of limited scope representation if client has not signed a substitution of attorney An attorney who has completed the tasks specified in theNotice of Limited Scope Representation(form FL-950) may use the following procedures to request that he or she be relieved as attorney if the client has not signed aSubstitution of Attorney-Civil(form MC-050):

(1) Notice of completion of limited scope representation

(A) ANotice of Completion of Limited Scope Representation(form FL-955) with the “Proposed” box marked and the deadline for the client to file the objection completed by the attorney;

(B) Information for Client About Notice of Completion of Limited Scope Representation(form FL-955-INFO); and

(C) A blankObjection to Proposed Notice of Completion of Limited Scope Representation(form FL-956).

(2) No objection

(A) Must serve the client and the other parties or, if represented, their attorneys, with aNotice of Completion of Limited Scope Representation(form FL-955) with the “Final” box marked;

(B) Must file the finalNotice of Completion of Limited Scope Representation(form FL-955) with the court, and attach the proofs of service of both the “Proposed” and “Final” notices of completion;

(C) May not be charged a fee to file the final notice of completion, even if the attorney has not previously made an appearance in the case; and

(D) Is deemed to be relieved as attorney on the date that the final notice of completion is served on the client.

(3) Objection

(A) The clerk must set a hearing date on theObjection to Proposed Notice of Completion of Limited Scope Representation(form FL-956) to be conducted no later than 25 court days from the date the objection is filed.

(B) The court may charge a motion fee to file the objection and schedule the hearing.

(C) The objection-including the date, time, and location of the hearing-must be served on the limited scope attorney and all other parties in the case (or on their attorneys, if they are represented). Unless the court orders a different time for service, the objection must be served by the deadline specified inInformation for Client About Notice of Completion of Limited Scope Representation(form FL-955-INFO).

(D) If the attorney wishes, he or she may file and serve aResponse to Objection to Proposed Notice of Completion of Limited Scope Representation(form FL-957). Unless otherwise directed by the court, any response should be filed with the court and served on the client and other parties, or their attorneys, at least nine court days before the hearing.

(E) Unless otherwise directed by the court, the attorney must prepare theOrder on Completion of Limited Scope Representation(form FL-958) and obtain the judge’s signature.

(F) The attorney is responsible for filing and serving the order on the client and other parties after the hearing, unless the court directs otherwise.

(G) If the court finds that the attorney has completed the agreed-upon work, the representation is concluded on the date determined by the court inOrder on Completion of Limited Scope Representation(form FL-958).

(f) Nondisclosure of attorney assistance in preparation of court documents

(1) Nondisclosure

(2) Attorney’s fees

(3) Applicability

Committee Notes

(Subd (d) amended effective September 1, 2017.)

(Subd (e) amended effective January 1, 2018; previously amended and renumbered effective September 1, 2017.)