Treat confidentiality as a triage workflow
Classify a piece of client information before forwarding, storing, or discussing it.
The move: classify before you circulate. Confidentiality is a workflow, not a mood. A paralegal often touches client facts before the attorney has time to review them: intake notes, texts, medical bills, settlement positions, employment records, screenshots, and family details. The safest first step is not to decide the legal answer. It is to prevent avoidable spread while preserving the information for the lawyer. Audience Ask who needs the information to perform legal work right now. If the answer is not clear, keep the audience narrow and escalate. Channel Use the matter system or restricted channel, not a broad team…
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