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Ask whether a lawyer can help with a specific task, such as reviewing an agreement or preparing you for a hearing. This is often called limited-scope help. It may suit some situations, but you need a clear understanding of the work the lawyer will do and what remains yours.

Understand the situation and prepare

Explain the whole problem even if you want help with only one part. Ask whether doing the rest yourself would create risks. For example, reviewing a letter does not necessarily include sending it, negotiating a settlement or appearing in court. Write down who will handle each deadline and what you should do if the situation changes.

Define the boundary of limited help

Limited help can focus on reviewing a document, preparing for a meeting or obtaining advice on one issue. It does not necessarily cover negotiation, court attendance or the rest of a dispute. Ask the lawyer whether the proposed task is suitable and make the division of responsibilities clear before work begins.

A practical example

Illustrative example: You arrange a review of a settlement offer but intend to communicate with the other party yourself. Ask whether the service includes a follow-up explanation, suggested questions or negotiation. Do not assume that paying for the review makes the lawyer responsible for every response or filing deadline in the dispute.

Questions to settle before the next step

Confirm the deliverable, excluded tasks, next deadline and who handles each step. Ask what happens if the lawyer identifies a wider problem. Keep a copy of the agreed scope and any advice about additional help. A smaller task should still be a deliberate, suitable engagement, not simply the cheapest available listing.

ONE STEP AT A TIME

Your next steps

  1. Describe the task you want help with.
  2. Ask whether limited scope is appropriate.
  3. Record excluded work and your responsibilities.
  4. Confirm how additional work would be agreed.
SUPPORT, WHEN YOU NEED IT

How LegalMart can help

01 / MARKETPLACE

Find help that fits

LegalMart's catalogue lets you explore defined services and read their inclusions and limits. A quotation request can describe a smaller task that does not match a package. The lawyer can then assess whether the proposed scope makes sense for your situation.

02 / WORKPLACE

Keep the work connected

After your lawyer accepts the engagement, use the agreed shared service room for messages, documents and the next recorded action. Your lawyer may separately use private Workplace matter tools; you do not need a firm login, and sharing in one place does not automatically copy records into the other.

Use LegalMart for your next step

Have a question about a feature or its availability? Raise a question with support and we’ll get back to you as soon as possible.

What to keep in mind

Not every problem is suitable for limited help. The lawyer must assess the arrangement. A platform request does not assign responsibility for court dates or automatically extend the lawyer's work to the rest of your case.

WHEN YOU’RE READY

Find a helpful next step.

Explore the available services. Ask about fit, timing and fees before you decide—there is no need to have everything worked out first.

Find help with this

Helpful sources

Read more from these official sources. Rules and services can change; check the current information before acting.

About this guide

Written for Ontario by LegalMart. Prepared with AI assistance.

General information for Ontario, not advice for your particular situation. An independent lawyer can advise you on your circumstances. LegalMart is a technology platform, not a law firm.