Legal Pro Se Forms

LIMITED SCOPE LEGAL SERVICES AGREEMENT (PRO SE)

This Limited Scope Legal Services Agreement (the Agreement) is made on between Client Name: of Address: (Client), and Service Provider Name: of Address: (Provider).

RECITALS

WHEREAS, Client is proceeding pro se in the matter captioned: in , Case No. .

WHEREAS, Client desires to engage Provider to perform specified limited legal services or document preparation on Client's behalf while Client maintains overall pro se status; and

WHEREAS, Provider is willing to provide such limited scope services under the terms and conditions set forth below.

NOW, THEREFORE, in consideration of the mutual covenants and promises contained herein, the parties agree as follows:

1. SCOPE OF LIMITED SERVICES

1.1 Provider shall perform only the services expressly described in the scope of work below. Provider shall not assume responsibility for matters beyond the specifically enumerated tasks.

1.2 Examples of limited services may include drafting pleadings, preparing motions, advising on procedural steps, preparing discovery responses, or limited appearance for a single hearing if expressly agreed. Provider shall not provide representation beyond the tasks described without the execution of a separate written agreement.

2. CLIENT ACKNOWLEDGMENTS AND RESPONSIBILITIES

2.1 Client acknowledges that Client is proceeding pro se and retains ultimate responsibility for all decisions in the matter, including whether to file documents, attend hearings, enter into settlements, or waive rights. Provider's role is limited to the services expressly set forth in this Agreement.

2.2 Client agrees to cooperate fully, provide complete and accurate information and documentation, attend scheduled proceedings and meetings, and comply with applicable court rules and deadlines. Client shall keep Provider informed of all developments and shall promptly return calls and respond to requests for information.

2.3 Client confirms the following (check as applicable):
Client understands that Provider will not be responsible for other aspects of the case not specified above.
Client understands Provider will not appear in court or at depositions unless specifically agreed in writing.

3. FEES, RETAINER AND PAYMENT

3.1 As consideration for the limited services, Client shall pay Provider the fees set forth below. Client expressly acknowledges that the fee arrangement applies only to the limited scope of services described.

3.2 Fees not timely paid may result in suspension or termination of services. Client acknowledges that Provider may withdraw from further work until arrears are cured. Any funds held in trust will be applied to outstanding invoices in accordance with applicable ethical obligations.

4. TERM, TERMINATION, AND WITHDRAWAL

4.1 This Agreement commences on the date set forth above and continues until the completion of the limited services described, unless earlier terminated by either party in writing. Provider may terminate immediately for nonpayment, conflict of interest, or conduct that interferes with Provider's ability to perform services.

4.2 Upon termination, Provider shall take reasonable steps to return Client files and provide a final accounting of fees and costs. Client remains responsible for payment of fees and costs incurred through termination.

5. CONFIDENTIALITY; ATTORNEY-CLIENT PRIVILEGE

5.1 Provider shall maintain the confidentiality of Client information in accordance with applicable law and professional obligations. Disclosure of confidential information may be required by law or court order; Provider will notify Client promptly if practicable.

5.2 If Provider is not a licensed attorney, Client acknowledges that communications with Provider may not be protected by attorney-client privilege and that Provider does not provide legal representation in the traditional sense. Indicate status:
Provider is a licensed attorney.
Provider is not a licensed attorney and is providing document preparation or limited assistance only.

6. CONFLICTS OF INTEREST

6.1 Provider represents that, to the best of Provider's knowledge, there are no conflicts that would materially impair Provider's ability to perform the limited services. Provider will disclose any potential conflict discovered during engagement and may withdraw if a disqualifying conflict exists.

7. LIMITATION OF LIABILITY

7.1 EXCEPT FOR INTENTIONAL MISCONDUCT OR GROSS NEGLIGENCE, PROVIDER'S LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT IS LIMITED TO THE TOTAL FEES PAID BY CLIENT TO PROVIDER UNDER THIS AGREEMENT. CLIENT ACKNOWLEDGES THAT NO GUARANTEE IS MADE REGARDING OUTCOMES.

8. NOTICES

8.1 All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below or to such other address as either party may designate by written notice.

9. AMENDMENTS; WAIVER; COUNTERPARTS

9.1 This Agreement may be amended only by a written instrument signed by both parties. No waiver of any provision shall be effective unless in writing and signed by the party waiving compliance. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together constitute one instrument.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

10.1 Governing Law: This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its conflict of law principles.

10.2 Entire Agreement: This Agreement constitutes the entire agreement between the parties concerning the limited services and supersedes all prior and contemporaneous understandings, oral or written.

10.3 Severability: If any provision of this Agreement is held to be invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect.

11. CERTIFICATIONS AND ACKNOWLEDGMENTS

11.1 By signing below, Client certifies that the information provided to Provider is true and complete to the best of Client's knowledge. Client understands the limited nature of the services and accepts responsibility for decisions in the matter.

11.2 By signing below, Provider certifies that Provider will render the limited services described herein in a professional manner consistent with applicable rules and laws governing Provider's conduct.

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