Attorney-Client Privilege Management Tool

Log and assess communications to manage and protect attorney-client privilege.

Communication Dashboard

Communication	Date	Privilege Likelihood	Actions

Subject / Title

Date of Communication

Privilege Assessment Questions

1. Was a qualified attorney (acting in a legal capacity) a sender or recipient of this communication?

Yes No

2. Was the primary purpose of the communication to seek, obtain, or provide legal advice?

Yes No

3. Was the communication intended to be, and kept, confidential (i.e., not shared with unnecessary third parties)?

Yes No