Before sharing sensitive information, ask the lawyer whether an attorney-client relationship has been formed, how information will be handled, and whether an exception or other rule may matter.

Preserve context

  • Who received the communication and in what role
  • When and how it was shared, including any attachments or third parties
  • The engagement letter, representation scope, and lawyer’s instructions

North Carolina State Bar Rule 1.6 addresses confidentiality of information. Privilege, confidentiality, conflicts, and disclosure questions can depend on facts and the governing rule.

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