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1 Title 3. Civil Rules Division 1. General Provisions Chapter 1. Preliminary Rules Rule 3.1. Title Rule 3.1. Title The

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1 Title 3. Civil Rules Division 1. General Provisions Chapter 1. Preliminary Rules Rule 3.1. Title Rule 3.1. Title The Title 3. Civil Rules Division 1. General Provisions Chapter 1. Preliminary Rules Rule 3.1. Title Rule 3.1. Title The rules in this title may be referred to as the Civil Rules. Rule 3.1 adopted effective January 1, 2007. Chapter 2. Scope of the Civil Rules Rule 3.10. Application Rule 3.20. Preemption of local rules Rule 3.10. Application The Civil Rules apply to all civil cases in the superior courts, including general civil, family, juvenile, and probate cases, unless otherwise provided by a statute or rule in the California Rules of Court. Rule 3.10 adopted effective January 1, 2007. Rule 3.20. Preemption of local rules (a) Fields occupied The Judicial Council has preempted all local rules relating to pleadings, demurrers, ex parte applications, motions, discovery, provisional remedies, and the form and format of papers. No trial court, or any division or branch of a trial court, may enact or enforce any local rule concerning these fields. All local rules concerning these fields are null and void unless otherwise permitted or required by a statute or a rule in the California Rules of Court. (Subd (a) amended effective January 1, 2007; adopted as untitled subd effective July 1, 1997; previously amended effective July 1, 2000.) (b) Application 1 This rule applies to all matters identified in (a) except: (1) Trial and post-trial proceedings including but not limited to motions in limine (see rule 3.1112(f)); (2) Proceedings under Code of Civil Procedure sections 527.6, 527.7, and 527.8; the Family Code; the Probate Code; the Welfare and Institutions Code; and the Penal Code and all other criminal proceedings; (3) Eminent domain proceedings; and (4) Local court rules adopted under the Trial Court Delay Reduction Act. (Subd (b) amended effective January 1, 2015; adopted effective July 1, 2000; previously amended effective July 1, 2000, January 1, 2002, and January 1, 2007.) Rule 3.20 amended effective January 1, 2015; adopted as rule 302 effective July 1, 1997; previously amended effective January 1, 2002; previously amended and renumbered as rule 981.1 effective July 1, 2000, and as rule 3.20 effective January 1, 2007. Chapter 3. Attorneys Rule 3.35. Definition of limited scope representation; application of rules Rule 3.36. Notice of limited scope representation and application to be relieved as attorney Rule 3.37. Nondisclosure of attorney assistance in preparation of court documents Rule 3.35. Definition of 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 Rules 3.35 through 3.37 apply to limited scope representation in civil cases, except in family law cases. Rule 5.425 applies to limited scope representation in family law cases. (Subd (b) amended effective January 1, 2016.) (c) Types of limited scope representation These rules recognize two types of limited scope representation: 2 (1) Noticed representation Rule 3.36 provides procedures for cases in which an attorney and a party notify the court and other parties of the limited scope representation. (2) Undisclosed representation Rule 3.37 applies to cases in which the limited scope representation is not disclosed. Rule 3.35 amended effective January 1, 2016; adopted effective January 1, 2007. Rule 3.36. Notice of limited scope representation and application to be relieved as attorney (a) Notice of limited scope representation A party and an attorney may provide notice of their agreement to limited scope representation by serving and filing a Notice of Limited Scope Representation (form CIV- 150). (Subd (a) amended effective September 1, 2018.) (b) Notice and service of papers After the notice in (a) is received and until either a substitution of attorney or an order to be relieved as attorney is filed and served, papers in the case must be served on both the attorney providing the limited scope representation and the client. (c) Procedures to be relieved as counsel on completion of representation Notwithstanding rule 3.1362, an attorney who has completed the tasks specified in the Notice of Limited Scope Representation (form CIV-150) may use the procedures in this rule to request that he or she be relieved as attorney in cases in which the attorney has appeared before the court as an attorney of record and the client has not signed a Substitution of Attorney—Civil (form MC-050). (Subd (c) amended effective September 1, 2018. (d) Application An application to be relieved as attorney on completion of limited scope representation under Code of Civil Procedure section 284(2) must be directed to the client and made on the Application to Be Relieved as Attorney on Completion of Limited Scope Representation (form CIV-151). (Subd (d) amended effective September 1, 2018.) 3 (e) Filing and service of application The application to be relieved as attorney must be filed with the court and served on the client and on all other parties or attorneys for parties in the case. The client must also be served with a blank Objection to Application to Be Relieved as Attorney on Completion of Limited Scope Representation (form CIV-152). (Subd (e) amended effective September 1, 2018.) (f) No objection If no objection is served and filed with the court within 15 days from the date that the Application to Be Relieved as Attorney on Completion of Limited Scope Representation (form CIV-151) is served on the client, the attorney making the application must file an updated form CIV-151 indicating the lack of objection, along with a proposed Order on Application to Be Relieved as Attorney on Completion of Limited Scope Representation (form CIV-153). The clerk must then forward the order for judicial signature. (Subd (f) amended effective September 1, 2018.) (g) Objection If an objection to the application is served and filed within 15 days, the clerk must set a hearing date on the Objection to Application to Be Relieved as Attorney on Completion of Limited Scope Representation (form CIV-152). The hearing must be scheduled no later than 25 days from the date the objection is filed. The clerk must send the notice of the hearing to the parties and the attorney. (Subd (g) amended effective September 1, 2018.) (h) Service of the order If no objection is served and filed and the proposed order is signed under (f), the attorney who filed the Application to Be Relieved as Attorney on Completion of Limited Scope Representation (form CIV-151) must serve a copy of the signed order on the client and on all parties or the attorneys for all parties who have appeared in the case. The court may delay the effective date of the order relieving the attorney until proof of service of a copy of the signed order on the client has been filed with the court. (Subd (h) amended effective September 1, 2018.) Rule 3.36 amended effective September 1, 2018; adopted effective January 1, 2007. Rule 3.37. Nondisclosure of attorney assistance in preparation of court documents 4 (a) Nondisclosure In a civil proceeding, an attorney who contracts with a client to draft or assist in drafting legal documents, but not to make an appearance in the case, is not required to disclose within the text of the documents that he or she was involved in preparing the documents. (b) Attorney’s fees If a litigant seeks a court order for attorney’s fees incurred as a result of document preparation, the litigant must disclose to the court information required for a proper determination of the attorney’s fees, including: (1) The name of the attorney who assisted in the preparation of the documents; (2) The time involved or other basis for billing; (3) The tasks performed; and (4) The amount billed. (c) Application of rule This rule does not apply to an attorney who has made a general appearance in a case. Rule 3.37 adopted effective January 1, 2007. Division 2. Waiver of Fees and Costs Rule 3.50. Application of rules Rule 3.51. Method of application Rule 3.52. Procedure for determining application Rule 3.53. Application granted unless acted on by the court Rule 3.54. Confidentiality Rule 3.55. Court fees and costs included in all initial fee waivers Rule 3.56. Additional court fees and costs waived Rule 3.57. Amount of lien for waived fees and costs Rule 3.58. Posting notice Rule 3.50. Application of rules (a) Application The rules in this division govern applications in the trial court for an initial waiver of court fees and costs because of the applicant’s financial condition. As provided in Government Code sections 68631 and following, any waiver may later be ended, modified, or 5 retroactively withdrawn if the court determines that the applicant is not eligible for the waiver. As provided in Government Code sections 68636 and 68637, the court may, at a later time, determine that the previously waived fees and costs be paid. (Subd (a) amended and lettered effective July 1, 2009; adopted as unlettered subd effective January 1, 2007.) (b) Definitions For purpose of the rules in this division, “initial fee waiver” means the initial waiver of court fees and costs that may be granted at any stage of the proceedings and includes both the fees and costs specified in rule 3.55 and any additional fees and costs specified in rule 3.56. (Subd (b) adopted effective July 1, 2009.) (c) Probate fee waivers Initial fee waivers in decedents’ estate, probate conservatorship, and probate guardianship proceedings or involving guardians or conservators as parties on behalf of their wards or conservatees are governed by rule 7.5.
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