MBE Rules · Professional Responsibility
Scope of Representation
Cal. Rule 1.2
The rule
The client controls objectives (settlement, plea, jury waiver); the lawyer controls means after consultation; lawyers may limit scope if reasonable and consented to, and may not counsel crimes or fraud though they may discuss consequences.
In plain English
The scope of representation means that clients decide what goals they want to achieve, like whether to settle a case or go to trial, while lawyers determine the best methods to reach those goals after discussing options with their clients. Lawyers can limit the scope of their representation if it is reasonable and agreed upon by the client, but they cannot advise clients on committing crimes or fraud, although they can talk about the potential consequences of such actions.
Worked example
A client wants to settle a personal injury case for $50,000, but the lawyer believes that going to trial could yield a better outcome. After discussing the options, the lawyer decides to pursue trial, as it is within their control to choose the means. The client agrees to this strategy, and they ultimately win $100,000 at trial.
Memory hook
Clients set the goals, lawyers choose the path—stay within the lines.
The trap
Exams often present scenarios where students confuse the client's control over objectives with the lawyer's control over means, leading to incorrect answers. Additionally, students may overlook the limitations on advising clients about illegal actions.
How examiners test it
Questions typically involve a fact pattern where a client and lawyer disagree on strategy, testing the student's understanding of who controls what in the representation process.
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More Professional Responsibility rules
- Duty of Confidentiality · Cal. Bus. & Prof. Code § 6068(e); Rule 1.6
- Client Trust Account — IOLTA · Cal. Rules of Prof. Conduct 1.15
- Duty to Report Misconduct · Cal. Rules of Prof. Conduct 8.3
- Unconscionable Fees · Cal. Rule 1.5
- Fee Division Among Lawyers · Cal. Rule 1.5.1
- Compensation from Third Parties · Cal. Rule 1.8.6