Course Description: 

A 20-minute, scenario-driven primer that teaches teams how attorney-client privilege works—and how to protect it without privilege cloaking.

Protecting privileged communications is everyone’s responsibility—not just Legal’s.  In this course, learners gain a clear and practical understanding of what attorney-client privilege is, when it applies, who holds it, and how to avoid waiving it.  You will see practical “Is this privileged?” examples, learn why labeling does not always equal privilege, and how “privilege cloaking” (copying lawyers or slapping on a label without a real legal request) undermines credibility.  Finally, you will lock in the best practices you can use immediately. 

Intended audience: Employees, managers, and legal/operations staff who create, receive, or handle legal communications.

Course length: 20 minutes.

You will learn to:

• Recognize the four elements of attorney-client privilege and apply them to real messages and documents.
• Spot common waiver risks (over-CC’ing, forwarding, mixing business and legal advice, vague requests).
• Use clear, proper signaling when a message truly seeks legal advice (e.g., “Privileged and Confidential; Communication in Connection with Request for Legal Advice”). 
• Separate business threads from legal threads; limit distribution to need-to-know; store securely; avoid ambiguity.