Confidentiality Agreement (Page 2 of 2) in pdf

(h) In preserving the security of files and information, the following are to be observed:

1. Disclosing information -- Information in office files should never be disclosed, except upon express

authorization of the lawyer handling the case. In some instances, a written authorization from the client

may be sufficient authority.

2. Delivery of documents -- Documents or files are to be turned over only to persons who are properly

identified or vouched for and then only in return for a signed receipt and when authorized by the lawyer

handling the matter.

3. Use of offices -- In a lawyer's absence, no client, visiting attorney or stranger may use a lawyer's

office for any purpose unless a member of the office staff is present the entire time. Even if monitored, the

desk should be such that files, papers, and correspondence are not exposed. Under no circumstances

should a client, visiting attorney, or stranger place a telephone call from a lawyer's office, unless that

lawyer gives permission.

4. Disposal of confidential papers. All confidential papers should be destroyed when no longer

needed. This includes rough drafts or interim copies. Paper shredders are located in throughout the office

for that purpose.

5. Revealing client's business. One client's business is never to be discussed with another client. As a

general policy, it is best not to mention one client's name to another. The temptation to brag about our

important clients should be resisted.

6. Discussing firm matters. Do not discuss client matters when clients or visitors are present,

particularly in the reception or kitchen areas. A visitor or client who overhears information concerning

another of our clients will feel that his or her personal affairs will receive the same lax treatment.

7. Exposure of documents. Copies of correspondence, pleadings, interoffice memoranda, or any other

documents should be placed either on a designated tray on the secretary's desk or on the lawyer's desk.

Tray covers are provided by the firm.

I have read, understand and agree to the provisions herein.

____________________________________

Employee’s Signature

(Date)

Confidentiality Agreement Page 2