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There are also a few precautions to take in order to lessen the chance of inadvertently waiving privilege: As noted above, take care not to forward e-mails from your attorney. If your attorney e-mails you with advice about how to handle a situation, start a new e-mail to give instructions to the proper people.
In fact, simply adding an attorney to an email does not invoke the attorney-client privilege at all. Rather, the privilege extends only to communications with counsel for the purpose of obtaining legal advice.
They must be for the purpose of seeking or providing legal advice. For that reason, copying an attorney on an email or having a lawyer in the room during a meeting does not necessarily establish the privilege.
You also must maintain the confidentiality of a communication. If you share the communication with a third party ? for example, by forwarding an email to someone outside of your business ? you can lose the protection of attorney-client privilege.
The attorney-client privilege does not apply to every communication with an attorney. For the privilege to exist, the communication must be to, from, or with an attorney, and intended to be confidential. In addition, the communication must be for the purpose of requesting or receiving legal advice.
When sending an email that contains legal advice or a request for legal advice, apply a label that make this clear, such as ?Privileged & Confidential? and/or ?Attorney-Client Communication.? Such a label will not be dispositive, but it indicates the intention of the sender to seek legal advice.
The attorney-client privilege is a type of privileged communication that is recognized by law and protects certain confidential communications between a lawyer and a client from being included in a discovery process.
To be safe put "Attorney-Client Communication", "Privileged and Confidential" or "Attorney Work Product" in the subject of the e-mail, or on privileged documents.