what is a lawyer supposed to disclose prior to a consultation

by Issac Toy 4 min read

Under Rule 1.6, a lawyer is permissively allowed to disclose confidential information only when disclosure is required to prevent a client from committing a criminal act that is “likely to result in imminent death or substantial bodily harm . . .”

Any such disclosure should ordinarily include no more than the identity of the persons and entities involved in a matter, a brief summary of the general issues involved, and information about whether the matter has terminated.

Full Answer

What happens during a consultation with a lawyer?

Legal Claims and Facts: It may seem obvious, but a consultation will always include a discussion of the legal facts and your legal claims. It is important to be honest in telling the attorney about your particular case, as lying about the facts or circumstances surrounding your case will lead to criminal sanctions or other civil penalties.

When is a lawyer allowed to disclose confidential information?

Under Rule 1.6, a lawyer is permissively allowed to disclose confidential information only when disclosure is required to prevent a client from committing a criminal act that is “likely to result in imminent death or substantial bodily harm . . .” The crime of perjury does not fall within this narrow exception to Rule 1.6.

What happens if a client refuses to disclose misconduct?

If the client refuses to disclose his misconduct, then the lawyer has a duty to inform the court and/or opposing party of the false evidence or testimony. Obviously, a lawyerĘšs ethical responsibilities do not continue ad infinitum.

Do lawyers have to disclose their fees?

Lawyers will not disclose fees they have charge to others. That would be private / privileged. At the point you consider doing business with an attorney, there should be a discussion of fees, with all things clearly stated.

How to prepare for a consultation with an attorney?

What is a legal consultation?

How to consult with an attorney?

What is legal advice?

What is legalmatch database?

Why is it important to be honest during a legal consultation?

What documents are needed to bring a lawsuit?

See more

About this website

Is consultation confidential?

In general, as long as the prospective client is seeking legal advice or representation and reasonably believes the communication will be confidential, the consultation is privileged.

Does your lawyer have to tell you everything?

Attorney-Client Privilege – Your attorney is bound by the ethics of the legal profession not to reveal whatever you tell him without your permission. The only times this doesn't apply is if you: Waive your right to privilege, which means you give the lawyer permission to disclose information.

What are the exceptions to the confidentiality rule?

Mandatory Exceptions To Confidentiality They include reporting child, elder and dependent adult abuse, and the so-called "duty to protect." However, there are other, lesserknown exceptions also required by law.

What are some of the important things that an attorney should do when first considering representation of a client?

In order to determine whether an attorney may represent a potential new client or an existing client in a new matter, the attorney must (1) identify the client; (2) determine whether a conflict exists; (3) decide if representation could be undertaken despite the conflict; and, (4) get consent from all clients involved ...

What are the four responsibilities of lawyers?

It describes the sources and broad definitions of lawyers' four responsibilities: duties to clients and stakeholders; duties to the legal system; duties to one's own institution; and duties to the broader society.

What is unethical for a lawyer?

Attorney misconduct may include: conflict of interest, overbilling, refusing to represent a client for political or professional motives, false or misleading statements, knowingly accepting worthless lawsuits, hiding evidence, abandoning a client, failing to disclose all relevant facts, arguing a position while ...

When can a lawyer disclose confidential information?

Section 126 of the Act prohibits an attorney from disclosing attorney-client communications, without the express consent of the client. Therefore, the client may release the attorney from his or her obligation to maintain secrecy. However, in the absence of express consent, the attorney has a duty to maintain secrecy.

What are five examples of breach of confidentiality?

Examples of Workplace Confidentiality ViolationsDisclosure of Employees' Personal Information. ... Client Information Is Obtained by Third Parties. ... Loss of Trust. ... Negative Impacts on Your Business. ... Civil Lawsuits. ... Criminal Charges.

What are the five rules of confidentiality?

Dos of confidentialityAsk for consent to share information.Consider safeguarding when sharing information.Be aware of the information you have and whether it is confidential.Keep records whenever you share confidential information.Be up to date on the laws and rules surrounding confidentiality.

What ethics are lawyers obligated to follow?

These principles include the lawyer's obligation zealously to protect and pursue a client's legitimate interests, within the bounds of the law, while maintaining a professional, courteous and civil attitude toward all persons involved in the legal system.

What are the responsibilities of a lawyer?

Duties of a lawyerProviding legal advice and guidance.Writing contracts.Meeting clients (individuals or businesses)Attending court hearings.Reading witness statements.Collating evidence and researching case studies.Keeping up to date with changes in the law.Representing clients in trials.

What are the duties of a lawyer to his client?

A lawyer shall employ all appropriate means to protect and advance the client's legitimate rights, claims, and objectives. A lawyer shall not be deterred by a real or imagined fear of judicial disfavor or public unpopularity, nor be influenced by mere self-interest.

Sample Letter Requesting Legal Advice

1. We informed you that the Government of India, Ministry of Corporate Affairs, vide circular no. 17/2011 and 18/2011 on Green Initiatives in the Corporate Governance…Clarification regarding service of documents by e-mode instead of Under Posting Certificate, the Department of Posts has recently discontinued the postal facility under ‘Certificate of Posting’ vide their letter dated 23.02 ...

Sample Letter for Asking for Help to Lawyer - Msrblog

Sample Letter for Asking for Help to Lawyer [These are sample Letter for Asking for Help to Lawyer. When you hire an attorney, you will need to communicate with him frequently so that he obtains all of the necessary evidence to present a strong case on your behalf.

Seven tips on preparing for your initial consultation with a lawyer

All attorneys meet with prospective clients in what is called an initial consultation.This is a first meeting between you and the lawyer to help you both decide whether you want to work together in an attorney-client relationship.

Sample Engagement Letter for Litigation Consulting/Expert Witness ...

200 W. Madison St., Suite 1500, Chicago, IL 60606 | T 312-335-4100 F 312-335-4400 | www.appraisalinstitute.org NOTICE THESE MATERIALS (SAMPLE AND INSTRUCTIONS) ARE DESIGNED TO PROVIDE

Sample Letter for Legal Representation - Legal Sample Letter | US Legal ...

Letters. Sample Legal Letter. Instruction: this is a model letter. adapt to fit your facts and circumstances. date confidential name company address line c i t y, s t a t e z i p c o d e re: dear v. : i have contacted an...

Sample Letter to Attorney Requesting an Update in Your Case Letter

I would like to see a sample letter from a lawyer to a private investigator in order to gather information about a car accident. Thank you, Jose

What are the rules for disciplinary assessment of a lawyer?

The Rules presuppose that disciplinary assessment of a lawyer's conduct will be made on the basis of the facts and circumstances as they existed at the time of the conduct in question and in recognition of the fact that a lawyer often has to act upon uncertain or incomplete evidence of the situation.

What are the rules of professional conduct?

The Rules of Professional Conduct are rules of reason. They should be interpreted with reference to the purposes of legal representation and of the law itself. Some of the Rules are imperatives, cast in the terms "shall" or "shall not.". These define proper conduct for purposes of professional discipline.

What are the responsibilities of a government lawyer?

However, under various legal provisions, including constitutional, statutory and common law, the responsibilities of government lawyers may include authority concerning legal matters that ordinarily reposes in the client in private client-lawyer relationships.

What is an evaluator in law?

As evaluator, a lawyer examines a client's legal affairs and reports about them to the client or to others. In all professional functions a lawyer should be competent, prompt and diligent. A lawyer should maintain communication with a client concerning the representation.

What is the role of a lawyer in the adversary system?

As advocate, a lawyer zealously asserts the client's position under the rules of the adversary system. As negotiator, a lawyer seeks a result advantageous to the client but consistent with requirements of honest dealing with others. As intermediary between clients, a lawyer seeks to reconcile their divergent interests as an advisor and, ...

What is a lawyer intermediary?

As intermediary between clients, a lawyer seeks to reconcile their divergent interests as an advisor and, to a limited extent, as a spokesperson for each client. As third party neutral, a lawyer represents neither party, but helps the parties arrive at their own solution. As evaluator, a lawyer examines a client's legal affairs ...

Why is it important to be a lawyer?

A lawyer should also aid in securing their observance by other lawyers. Neglect of these responsibilities compromises the independence of the profession and the public interest which it serves. Lawyers play a vital role in the preservation of society.

What is the requirement for a lawyer to act without prior consultation?

In other circumstances, such as during a trial when an immediate decision must be made, the exigency of the situation may require the lawyer to act without prior consultation. In such cases the lawyer must nonetheless act reasonably to inform the client of actions the lawyer has taken on the client's behalf.

What is the rule for a lawyer to consult with the client?

[2] If these Rules require that a particular decision about the representation be made by the client, paragraph (a) (1) requires that the lawyer promptly consult with and secure the client's consent prior to taking action unless prior discussions with the client have resolved what action the client wants the lawyer to take. For example, a lawyer who receives from opposing counsel an offer of settlement in a civil controversy or a proffered plea bargain in a criminal case must promptly inform the client of its substance unless the client has previously indicated that the proposal will be acceptable or unacceptable or has authorized the lawyer to accept or to reject the offer. See Rule 1.2 (a).

Why do lawyers delay information?

[7] In some circumstances, a lawyer may be justified in delaying transmission of information when the client would be likely to react imprudently to an immediate communication. Thus, a lawyer might withhold a psychiatric diagnosis of a client when the examining psychiatrist indicates that disclosure would harm the client. A lawyer may not withhold information to serve the lawyer's own interest or convenience or the interests or convenience of another person. Rules or court orders governing litigation may provide that information supplied to a lawyer may not be disclosed to the client. Rule 3.4 (c) directs compliance with such rules or orders.

Can a lawyer withhold information?

A lawyer may not withhold information to serve the lawyer's own interest or convenience or the interests or convenience of another person. Rules or court orders governing litigation may provide that information supplied to a lawyer may not be disclosed to the client.

Can a lawyer describe a trial strategy?

On the other hand, a lawyer ordinarily will not be expected to describe trial or negotiation strategy in detail. The guiding principle is that the lawyer should fulfill reasonable client expectations for information consistent with the duty to act in the client's best interests, and the client's overall requirements as to the character ...

How long does an expert have to be disclosed?

In federal court, however, the expert must be disclosed 90 days before the trial date, unless the judge has set another timeline. Fed.R.Civ.Pro. 26 (a) (2) requires disclosure if the expert will present evidence under Federal Rule of Evidence 702, 703, ...

How long does it take to disclose a rebuttal?

In that case, the disclosure must be made within 30 days of receiving the opinion from the other side.

What does it mean to have an expert in the front row?

Having an expert in the front row while the expert for the other side testifies can also serve two functions for counsel: 1) keep the other expert more honest, and 2) provide a safety net for the attorney who may otherwise be lost should the testifying expert go off on an unanticipated tangent.

What is the Federal Rule of Criminal Procedure 16?

Federal Rule of Criminal Procedure 16 (a) (1) (G) discusses expert witnesses in criminal cases. If the defendant requests it, the government must provide written summaries of any testimony the government plans on using under either Rule 702, 703, or 705 of the Federal Rules of Evidence in its case in chief. The government enjoys reciprocal discovery if the defendant has an expert and the defendant has been provided information about the government’s expert.

What is consulting expert?

A consulting expert starts by reviewing the data. They provide the attorney with information about their conclusions, and, where applicable, the conclusions of the other expert. If the consulting expert has helpful information for your side, you may decide they will become a testifying expert.

What can a consultant point you to?

A consulting expert can point you to studies published in peer reviewed journals that establish a theory has been debunked or to literature establishing a method has been replaced with one that is more efficient.

What is the federal rule on work product?

The federal civil rule protects work product of experts including drafts of the expert’s reports, as well as communications, both oral and written, between the attorney and the expert. Although there are a few exceptions to this rule, conversations about compensation are always discoverable and must be disclosed.

Do lawyers have to disclose fees?

You have worded this question quite broadly. At the outset, lawyers have no obligation to disclose any aspect of their business operatation. Lawyers will not disclose fees they have charge to others. That would be private / privileged. At the point you consider doing business with an attorney, there should be a discussion of fees, with all things clearly stated. Fees might be by the hour, per case, contingent...

Is Mr.Poulson correct?

Mr.Poulson is correct. The rules also vary state to state. For the most part, if you want to know for your state, this is a link to the full code for MD:#N#http://www.law.cornell.edu/ethics/md/code/

What was the ruling in Dougherty v Pepper Hamilton?

The ruling in Dougherty revives a union official’s suit against the Pepper Hamilton firm for breach of fiduciary duty. The firm had formerly represented the official when he was subpoenaed by a grand jury as part of a federal bribery investigation. An FBI affidavit was part of that investigation; it was later mistakenly filed on the federal court’s electronic PACER system. Subsequently, the firm represented the Philadelphia Inquirer in defending a defamation suit by the same official against the newspaper. In representing the newspaper, Pepper Hamilton used the FBI affidavit.

Is information known under Rule 1.9?

The court said that publicly-accessible electronic data could be “ generally known” if it is easily accessible, such as through public indexes. But information is not generally known if it would be difficult or expensive to obtain or would require special knowledge.

What to do if your lawyer doubts you?

Tell the Truth. If your lawyer doubts you in the consultation, or doesn't think you have a case, while that may change over time, getting over an initial disbelief is very hard. You have to prove your case. Your attorney is not your witness. They are your advocate - but you are responsible for coming up with proof.

Why do people hire lawyers?

Most people hired attorneys because they don't want to sit in court. Well, truth be told, neither do I. The difference between lawyer and client is that the lawyer expects it to take a long time and understands. The client typically thinks it's unjustified. So, your hard truth is that each case takes time. Be patient.

Why is credibility important in court?

Credibility is one of the most important things in this world - and most important in a courtroom. If you care enough only to wear sweats to the courthouse, then the judge will see that you don't care, and that will be reflected in their desire to help you, listen to you, and decide in your favor. Step it up.

What to say when a judge can see your boobs?

If the judge can see your boobs, he's not listening to your story. If I can see your boobs, then I know you didn't care enough about yourself to talk to an attorney. Dress like you are going to church. Credibility is one of the most important things in this world - and most important in a courtroom.

What happens if you don't pay your lawyer?

If you don't pay your lawyer on the day of trial, or however you have agreed to, then while he or she may be obligated by other ethical duties to do his/her best, they won't be motivated by sympathy for you, and it will show in court.

What to do if no one can confirm a story is true?

If no one can confirm that the story is true, you will at least need something external, such as a hard copy document, to prove your case. Be prepared.

Do lawyers need to take more cases?

Don' t forget that lawyers don't always need to take more cases. Yes, new clients are a great thing, but I don't want clients that will eat all my time and get no where fast. Your tip: keep your communication very simple and to the point.

What happens if a client refuses to disclose his misconduct?

If the client refuses to disclose his misconduct, then the lawyer has a duty to inform the court and/or opposing party of the false evidence or testimony.

What happens if a client refuses to do so?

If the client refuses to do so, the lawyer has an ethical obligation to disclose the perjured testimony and/or submission of false evidence to the court. Having a client threaten to commit perjury or actually committing perjury is one of the most difficult ethical dilemmas a lawyer can face.

What happens if a lawyer insists on false testimony?

If the client continues to insist that they will provide false testimony, the lawyer should move to withdraw from representation.

What happens if a lawyer is ineffective?

If the persuasion is ineffective, the lawyer must take reasonable remedial measures. Except in the defense of a criminal accused, the rule generally recognized is that, if necessary to rectify the situation, an advocate must disclose the existence of the client’s deception to the court or to the other party.

What to do when material evidence is false?

Upon ascertaining that material evidence is false, the lawyer should seek to persuade the client that the evidence should not be offered or, if it has been offered, that its false character should immediately be disclosed . If the persuasion is ineffective, the lawyer must take reasonable remedial measures.

When a lawyer learns that a client intends to commit perjury or to offer false testimony, should

When a lawyer learns that a client intends to commit perjury or to offer false testimony, the lawyer should counsel the client not to do so. The lawyer should inform the client that if he does testify falsely, the lawyer will have no choice but to withdraw from the matter and to inform the court of the client’s misconduct.

What is the duty of a lawyer?

Where a client informs counsel of his intent to commit perjury, a lawyer’s first duty is to attempt to dissuade the client from committing perjury. In doing so, the lawyer should advise the client ...

What to do if your lawyer is unwilling to discuss your bills?

If your lawyer is unwilling to discuss the bills, you should put your concerns in writing, and consider ending the relationship.

What happens if you don't collect a lawyer's fees?

Failure to collect a large legal fee can endanger the lawyer’s standing in his firm and within the larger legal or client community. Fee collection claims often lead to ethical complaints, and counterclaims for malpractice, fraud, breach of fiduciary duty, or breach of contract.

What is a lawyer's agreement?

Lawyers will often refer to agreements they have with clients, typically drafted by the lawyer at the beginning of the engagement, as evidence that a client agreed to certain payment terms. For example, there may be agreement as to hourly rates, staffing, or contemplated courses of action.

Why do lawyers give bonuses?

Despite this, lawyers often tell their clients they are entitled to a “bonus” over the agreed-upon fee because the matter has become more difficult than expected or because of an unexpectedly favorable result. It is common for such a lawyer to “negotiate” the increased fee in the middle of an engagement.

What happens if a client is ethically transgressive?

If the ethical transgression is slight or not related to the fees charged to the client, courts are less likely to order a forfeiture of fees. Where the transgression is serious and has a closer nexus to the fees, partial or total forfeiture is likely.

What happens if representation is over?

If the representation is over, you may feel compelled to pay outstanding bills, even if they are outrageous, since your lawyer is the last person you want as an adversary in litigation. You recognize that your lawyer possesses superior knowledge about the legal system that will determine any billing dispute.

Where does a lawyer have to keep money?

Where money has been advanced in anticipation of future services, the lawyer is usually required to keep the money in a client trust account. The trust account money is considered property of the client in most jurisdictions. The lawyer has a right to withdraw the money after the fees are “earned” by the lawyer.

How to prepare for a consultation with an attorney?

Before consulting with an attorney you should make sure that you properly prepare for the consultation by gathering any and all documents that are relevant to your case. It is important to bring every document you have for the attorney to review, as they will be able to properly determine which documents are relevant, and which are not.

What is a legal consultation?

In short, a legal consultation is an initial meeting with an attorney that takes place before you make the decision on whether to hire that attorney to represent you in your particular legal matter. Further, the attorney will also use the consultation in order to determine if they can legally and competently represent you based on ...

How to consult with an attorney?

Before consulting with an attorney you should make sure that you properly prepare for the consultation by gathering any and all documents that are relevant to your case. It is important to bring every document you have for the attorney to review, as they will be able to properly determine which documents are relevant, and which are not. Documents that you should bring with you may include any of the following: 1 Contracts: If your claim arose from a contract dispute, then you should bring copies of the contract and any documents explaining the contract; 2 Police or Accident Reports: If possible, you should bring any police or accident report that was created as a result of the incident you were involved in; 3 Property Deeds: If your claim involves a property dispute, you should be sure to bring a copy of the deed or any documents relating to the property, such as an oil and gas lease, etc.; 4 Employment Records: If you claim is an employment dispute, then you should bring all of your employment records, such as your employment contract, employment agreements, or timesheets; or 5 Other Documents Evidencing Damages: Other important documents to bring include any evidence of damages, such as medical records or expenses, or any warranties or letters created by the party you are trying to sue.

What is legal advice?

Legal advice is advice given to a person that seeks the advice from an attorney, the advice given pertains to matters within the attorney’s competence, and the attorney expressly or impliedly agrees to give advice or their assistance in the matter. If such legal advice is given an implied attorney-client relationship may be formed between you ...

What is legalmatch database?

An attorney database, such as LegalMatch’s database, is helpful in assisting you in locating the right attorney for your particular legal issue. However, it is important to remember that a legal consultation alone will often not provide a full solution to your legal problem, as it is only the first step in resolving your legal issues.

Why is it important to be honest during a legal consultation?

Another reason to be completely honest during a legal consultation is that legal consultations will always be confidential. This means that what you discuss with an attorney will not be discussed outside the meeting room.

What documents are needed to bring a lawsuit?

Other Documents Evidencing Damages: Other important documents to bring include any evidence of damages, such as medical records or expenses, or any warranties or letters created by the party you are trying to sue.