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Attorney-Client Privilege

Definition

A legal protection shielding confidential communications between an attorney and their client from compelled disclosure in litigation. A forensic accountant retained by counsel as an agent typically shares in this protection, but only for communications made in the context of legal advice.

Protects
Confidential attorney-client communications
Effect
Shields communications from compelled disclosure in litigation
Extension
Can cover a forensic accountant retained as counsel's agent
Limit
Applies only to communications made for legal advice

Common questions

Under what condition does a forensic accountant's work fall under attorney-client privilege?+

The accountant generally needs to be retained by, and working under the direction of, legal counsel, and the specific communications or work product must relate to providing legal advice, not to routine accounting or business analysis that would exist regardless of litigation.

What kind of forensic accounting work is typically NOT protected by this privilege?+

Work performed independently of counsel's direction, such as a standard financial statement audit or routine internal investigation report shared broadly with management, generally falls outside privilege because it was not created specifically to obtain or provide legal advice.

Related terms

Engagement Letter
A written contract between the forensic accountant and the retaining party that defines the scope, deliverables, fee arrangement, confidentiality terms, and the...
Independence
The requirement that an expert's opinion is formed solely on the evidence and the expert's own professional judgment, free from pressure from...
Litigation Hold
A formal instruction suspending the routine destruction of documents, electronic records, and other potentially relevant material. Failure to issue one promptly when...
Scope Creep
The unintended expansion of a penetration test beyond the agreed boundaries, either because testers follow a vulnerability chain into an out-of-scope system...
Work-Product Doctrine
A rule protecting materials prepared by or for an attorney in anticipation of litigation. It is broader than attorney-client privilege and covers...

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