Blog Post: When Clients Want to ‘Do Part of It Themselves’
Posted: June 18, 2025
When Clients Want to ‘Do Part of It Themselves’

Today’s legal clients are more informed—and often more cost-conscious. It’s increasingly common for them to say:

“Can you just review this part? I’ll handle the rest.”

This can work—but only with clear boundaries and proper planning.

In many states, you’re allowed to take on a limited role in a legal matter. That means:

  • Reviewing or drafting a document
  • Preparing a client for court
  • Giving strategy advice

If structured correctly, this can meet client needs while managing your time and liability.

Always document:

  • What you are doing
  • What you are not doing
  • When your responsibility ends

Vikk Pro can help you document these agreements clearly and generate summaries for both client and attorney reference.

If the client misunderstands legal complexity, or if their DIY approach introduces high risk, it’s okay to say no.

Their legal success still reflects on you—even if you only played a small part.

Unbundled legal services can be a win-win—but only with well-defined limits. Use tools like Vikk Pro to support limited scope engagements with clarity and control.