Management Assistance Program

Has Everyone in Your Office Signed a Confidentiality Agreement?

By Jim Calloway

Attorney client privilege is a valued tradition and an important protection for lawyers’ clients. Sophisticated clients understand that enhances the value of our services over “non-privileged advisors.” Every lawyer must have systems in place that protect attorney-client privilege. We at OBA MAP believe you should not only explain to each person working in your office the importance of attorney-client privilege, but you should be able to prove you did so if the situation demands. So, today’s tip is to download our OBA Sample Confidentiality Agreement from our Resources Page, edit it as you see fit and have your staff all execute a copy. Then add the agreement to your on-boarding process for new hires.

Originally posted in Oklahoma Bar Association’s Courts and More, September 13, 2023.