Hello, thank you for your question. My name is ***** ***** I can assist you with your question.
Yes, it would appear that you may have committed a criminal offence by straying into conduct of a "reserved activity", which is litigation before the court.
You cannot assist in the preparation of the case where this requires you to take steps in the proceedings.
Then, schedule 2, paragraph 4 of the 2007 Act, defined "Conduct of Litigation" as follows:
(1) The “conduct of litigation” means–
(a) the issuing of proceedings before any court in England and Wales,
(b) the commencement, prosecution and defence of such proceedings, and
(c) the performance of any ancillary functions in relation to such proceedings (such as entering appearances to actions).
The bit that would worry me is 1(a) and 1(b), which talks about functions ancillary to the conduct of litigation. This in my view is likely to include taking steps to prepare defences and claims etc., even when signed/lodged by the client themselves.