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How does client confidentiality work at a firm?

Posted: Wed May 29, 2013 8:18 pm
by Anonymous User
Hey there,

I'm starting my summer associate position next week.

But, I'm a little worried.

I know that we are not supposed to speak about client matters to anyone outside the firm. But how about within the firm?

Are we allowed to talk about client matters with other associates, summer associates, partners, and supporting staff? Assuming that the person we're talking to is not the person assigning the project.

Sorry if it's a poor question.

Re: How does client confidentiality work at a firm?

Posted: Wed May 29, 2013 8:56 pm
by target
You should ask this question to your mentor, your coordinator or the assigning attorney.

Re: How does client confidentiality work at a firm?

Posted: Wed May 29, 2013 9:07 pm
by Anonymous User
OP here.

Got it.

So, are there no general rules?

Is this the sort of thing that differs widely according to the firm?

Re: How does client confidentiality work at a firm?

Posted: Wed May 29, 2013 10:28 pm
by Anonymous User
My impression is that you can generally discuss only within the firm unless a screen has been set up. If you're assigned to a project, usually they'll tell you who you can't speak about the project with within the firm for purposes of screening.

Re: How does client confidentiality work at a firm?

Posted: Wed May 29, 2013 10:33 pm
by IAFG
Dude, find more interesting things to talk about with your fellow summers/associates who aren't on your assignment.

Re: How does client confidentiality work at a firm?

Posted: Wed May 29, 2013 10:36 pm
by Anonymous User
^^^

OP Here.

That's what I thought as well. One of my own professors mentioned that everyone employed by the firm is basically on a "gag order" and they cannot disclose anything they see or hear in/at the firm to anyone not employed by the firm.

She also said that whenever you're assigned a project, it is the assigning attorney's responsibility to specifically tell you who within the firm cannot hear or see what you're doing because of a "conflict of interest" issue.

But, I was worried that my impression was incorrect.

Re: How does client confidentiality work at a firm?

Posted: Thu May 30, 2013 12:40 am
by guano
Anonymous User wrote:^^^

OP Here.

That's what I thought as well. One of my own professors mentioned that everyone employed by the firm is basically on a "gag order" and they cannot disclose anything they see or hear in/at the firm to anyone not employed by the firm.

She also said that whenever you're assigned a project, it is the assigning attorney's responsibility to specifically tell you who within the firm cannot hear or see what you're doing because of a "conflict of interest" issue.

But, I was worried that my impression was incorrect.
Gag order might be an exaggeration. For the most part you can talk in general terms to friends and family, as long as you don't get into specifics
"today I researched whether an employee who purposefully injured himself is entitled to workman's comp" is probably fine.
"today I determined that Walmart has to pay $50,000 to an employee who took one of the guns that was on sale and shot himself in the hand because he was hearing voices" is definitely not cool

Re: How does client confidentiality work at a firm?

Posted: Thu May 30, 2013 4:19 am
by Anonymous User
At my summer firm, every project has a code name. Everyone on the project knows what is going on. This allows you to talk about the project openly with others either in the firm or in the public without worrying about confidentiality issue.

Re: How does client confidentiality work at a firm?

Posted: Thu May 30, 2013 11:35 am
by thesealocust
Very practice area/firm dependent. M&A guys tend to throw code words around a lot.

Re: How does client confidentiality work at a firm?

Posted: Thu May 30, 2013 11:51 am
by Lateral2013
With fellow SA, discuss in very general terms. No need to use specific client names or the like. When speaking with attorneys, if they are the one assigning you the project or someone you know is on the team, feel free to discuss openly AT THE OFFICE. If you find yourself needing to talk to an attorney outside of the office at a social event (and I would really discourage this, as it makes you look like a gunner, and we are just at the events to drink, we have no desire to talk about work, I promise you) then speak in terms of "that project" or "the issue" I was researching etc. If I was at an SA event and one of the SA came up to talk to me about work and started dropping client names or mentioning specifics, I would really question his judgment. You never know who is listening in a public place. But again, please, unless a transaction or case is going to blow up unless you talk to the attorney IMMEDIATELY, save it for the office the next morning. Unless it's to thank us for the interesting project and to tell us how much you are learning, then that's ok, but stop there and move the conversation to something more human.

Re: How does client confidentiality work at a firm?

Posted: Thu May 30, 2013 7:21 pm
by dixiecupdrinking
I find it a little curious that your firm didn't tell you anything about this.

Edit: just saw that you haven't started yet. They will probably address all of your concerns during orientation. Don't sweat this.

Re: How does client confidentiality work at a firm?

Posted: Sat Jun 01, 2013 2:35 am
by shock259
You'll get like 8 lectures about this during orientation. Basically, you're free to talk about whatever with whoever within the firm (unless there is an ethical wall set up, which will be made explicitly clear to you when you start working on the matter). Don't talk about anything confidential in public where it may be overheard (elevators, coffee shops, etc). Don't talk about any specifics with anyone outside of the firm (clients, specific issues, or anything like that). You can talk (very) generically with outside people, but err on the side of caution. You can tell your mom you are working on an initial public offering. But don't tell her it is for Company XYZ, it's going public in 2 weeks, and the price is going to be $10 per share.

Re: How does client confidentiality work at a firm?

Posted: Sat Jun 01, 2013 2:41 am
by Anonymous User
thesealocust wrote:Very practice area/firm dependent. M&A guys tend to throw code words around a lot.
This. You may find yourself working on "Project Frozen Banana" so that it's not obvious outside your team who you're representing or why.

www.top-law-schools.com

Posted: Sat Jun 01, 2013 3:30 am
by BVest