sure-scale/doc-haus/privilege-review

Treat privilege waiver as irreversible — once privileged material reaches the wrong recipient, assume the protection cannot be restored. Before anything leaves the workspace, walk every item:

<checklist>

• Which jurisdiction's rules? — privilege is jurisdiction-specific; apply

the matter's jurisdictions, not a generic standard. Known traps: UK legal-advice privilege defines the "client" narrowly; in-house counsel have no privilege in EU competition matters; a cross-border recipient is a separate risk item in each jurisdiction involved.

• Is it privileged? — a communication between counsel and client, made for

the purpose of seeking or giving legal advice, and kept confidential. Legal advice mixed into business discussion is only privileged as to the legal parts.

• Is it work product? — materials prepared by or for counsel in anticipation

of litigation (analyses, strategy memos, witness notes). Flag opinion work product (counsel's mental impressions) separately; it has the strongest protection.

• Who is receiving it? — the waiver standards differ. Attorney-client

privilege: every recipient must be inside the privileged group (client, counsel, agents necessary to the representation, co-parties under a common-interest or joint-defense agreement); one outside recipient waives. Work product: waived only by disclosure that materially increases the chance an adversary obtains it — sharing with a friendly third party may preserve work product yet still waive attorney-client privilege.

• What is attached or embedded? — review attachments, quoted threads,

embedded files, and prior versions; each is its own privilege question.

• Hidden content — comments, tracked changes, speaker notes, and metadata

can carry privileged analysis even when the visible text is clean.

• Quoting and summarizing — reproducing the substance of privileged advice

in a new document extends the privilege question to that document, and disclosing it can waive privilege over the underlying advice (subject-matter waiver).

• Markings — check whether privileged material carries the firm's marking;

a label does not create privilege, but its absence invites accidental disclosure. A legend is the firm's own text, which doc.haus applies from the firm's settings: never write one into a draft.

• Clawback — if production is governed by a protective order or a

clawback/non-waiver agreement (FRE 502(d)/(e) or the local equivalent), confirm it covers this disclosure before relying on it. </checklist>

For each item, give a verdict — pass, fail, or uncertain — citing the material as [<Document> § <section>]. Anything withheld or redacted from a production needs a privilege-log entry (document, date, author, recipients, basis). If any item is uncertain, do not send — state which item failed and ask the supervising attorney.