work product when you hired an attorney

by Easton Baumbach 3 min read

Attorney work product refers to work that an attorney has done on a given case. The concept is important in litigation when the process of discovery is taking place. Discovery refers to the sharing of information between adverse parties in a lawsuit.

The work product of an attorney includes material produced and obtained by an attorney in his or her professional capacity and with the use of his or her professional skills involving legal reasoning, legal research, analysis, conclusions, legal theory, and strategy.

Full Answer

Who owns lawyers’ work product?

Attorney work product privilege permits attorneys to withhold from production documents and other tangible things prepared in anticipation of litigation by or for another party or its representative.See: Fed. R. Civ. P. § 26(b)(3). As with attorney-client privilege, work product privilege does not protect underlying facts.. See also: Hickman v. Taylor, 329 U.S. 495 (1947).

Is attorney work product a privilege?

Work Product Doctrine Qualified • May be overcome by showing substantial need & showing there is no other access to information without undue hardship • Yet, mental impressions, conclusions, opinions & legal theories of attorney remain protected FRCP 26(b)(3) Work Product Doctrine Tips for Preserving • Identify work product & create ...

When is the work product of an attorney not discoverable?

Jan 22, 2014 · The attorney-client privilege clearly belongs to the client alone, although the client's lawyers must assert the privilege when they can. In contrast lawyers have at least some ownership interest in their work product – but few courts have applied that abstract principle to real-life situations.

Is the work product of an attorney conditionally protected?

The work-product privilege or doctrine 1 originated in the seminal case of Hickman v. Taylor, 329 U.S. 495, 67 S.Ct. 385 (1947, in which the U.S. Supreme Court held that statements of witnesses obtained by an attorney prior to trial were privileged and thus protected from discovery.The Court reasoned that to allow otherwise would be contrary to the public policy underlying the orderly …

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What is included in work product?

The work-product doctrine now encompasses “documents and tangible things that are prepared in anticipation of litigation or for trial by or for another party or its representative,”3 and a party's representative can be its attorney, but it also can be its insurer, employee or other agent.

What is work product in law?

Opinion work product is the record of an attorney's mental impressions, ideas or strategies, and is almost never subject to discovery.

What is defined as work product?

Legal Definition of work product : the set of materials (as notes), mental impressions, conclusions, opinions, or legal theories developed by or for an attorney in anticipation of litigation or for trial.

What is protected under work product?

In California, the work product doctrine absolutely protects from disclosure to third parties writings that contain an attorney's impressions, conclusions, opinions, or legal research or theories (Cal. Civ. Proc. Code § 2018.030(a)).

Where does the work product doctrine come from?

The work-product privilege or doctrine1 originated in the seminal case of Hickman v. Taylor, 329 U.S. 495, 67 S. Ct. 385 (1947, in which the U.S. Supreme Court held that statements of witnesses obtained by an attorney prior to trial were privileged and thus protected from discovery.Jul 7, 2021

Who holds the work product privilege?

Proc. § 2018.030. Even though the attorney client privilege and the work product doctrine are similar in many ways, the holders of these privileges are distinct. Rather than the client, the attorney is the holder of work product protection.

Are witness interviews work product?

The California Supreme Court held that witness statements collected by or at the direction of an attorney constitute at least qualified work product, as a matter of law.

Is work product intellectual property?

For purposes of this Agreement, the term “Intellectual Property Work Product” means all writings, documents, inventions, ideas, drawings, artwork, research, processes, procedures, techniques, designs, technologies, computer hardware or software, programming code, templates, forms, formulas, discoveries, products, ...

What is fact work product?

Fact Work Product is a tangible work product which includes facts but not an attorney's mental impressions. Fact work product is subject to a qualified privilege. It is not allowed to discovery unless the party seeking discovery shows a substantial need for such materials. This is also known as ordinary work product.

What do attorneys protect products?

Attorney work product privilege permits attorneys to withhold from production documents and other tangible things prepared in anticipation of litigation by or for another party or its representative.

Why is work product protected?

In American civil procedure, the work-product doctrine protects materials prepared in anticipation of litigation from discovery by opposing counsel.

Is work product admissible?

Superior Court (2012) 54 Cal. 4th 480, the courts have determined that witness statements obtained by attorneys or their agents are work product. If an attorney's notes or impressions are “inextricably intertwined” with that statement, then the statement is treated as absolutely protected under section 2018.030(a).

What is the work product privilege?

The work-product privilege or doctrine 1 originated in the seminal case of Hickman v. Taylor, 329 U.S. 495, 67 S.Ct. 385 (1947, in which the U.S. Supreme Court held that statements of witnesses obtained by an attorney prior to trial were privileged and thus protected from discovery. The Court reasoned that to allow otherwise would be contrary ...

Why is information collected?

But information and materials may be collected because a law or regulation requires it and, at the same time, it may also be collected in anticipation of litigation. Under these circumstances, the information may qualify as work product.

What is an independent contractor?

An independent contractor, by comparison, is in business for him- or herself, who is not managed or directed by the hiring firm, often works on a project basis, and determines the hours, location, and means of completing the job independently.

How many types of works for hire are there?

Works for Hire. There are nine types of works for hire. If you create one of these things as an independent contractor, it will belong to the firm that hired you to create it if you have entered into a written agreement to that effect. If you don’t have a written agreement, you will own the work.

Do employees have rights to work?

Generally, employees have very few (if any) rights to work they create on their employer’s dime. You are an employee if your employer has the right to dictate and control how you do your work, including the time, place, and methods by which you do your job.

What is the rule for a paycheck?

If you are an employee, the general rule is that all of the work you do on the job – and the rights to that work, such as copyright, the right to license or sell it, and so on -- belong to your employer. Even if you invent or design something that makes your employer lots of money, you are not entitled to a share of that profit. Your paycheck is intended to cover the work you are paid to do, including your creative work and innovations. This rule applies to all work that falls within your job description, created at least in part for your employer, using your employer’s facilities, and so on.

Do independent contractors have copyright rights?

Independent contractors, in contrast, don’t automatically give up their ownership rights to work they create. If your work is creative and subject to copyright, you will own that copyright unless you have agreed otherwise in writing. The rules here depend on whether you have created a “work for hire.”

What is the work product doctrine?

The work-product doctrine is a judge-created doctrine, and as initially crafted, protected from discovery written statements, private memoranda and personal recollections prepared by an attorney in anticipation of litigation.1 The intention was to create a zone of privacy around the attorney so as to allow the preparation and development of legal theories and strategies with an eye toward litigation, free from unnecessary intrusion by his adversaries.2

Can a dual purpose document be subject to work product protection?

Looking at the totality of the situation, the court concluded that a dual-purpose document could nevertheless be subject to work-product protection if the document was created in anticipation of litigation and would not have been created in substantially similar form, but for the prospect of litigation.15

What is dual purpose document?

Another tough issue is presented by dual-purpose documents — documents created for both a business reason and in anticipation of litigation. Work-product protection will not be afforded the document if it would have been prepared in substantially similar form or content irrespective of the expected or anticipated litigation. The pertinent question is what would have happened had there been no litigation threat—that is, would the party seeking work-product protection have generated the document if it were acting solely for a business-related purpose?12 To answer this inquiry, courts focus on the form, or content of the document and ask whether the document would have been prepared in substantially similar form but for the prospect of litigation. If this showing can be made, the privilege applies, but if the document would have been prepared in the same form regardless of the threat of litigation, the document goes unprotected.13

Do contractors need a lien waiver?

Contractors expect lien waivers to be submitted over the course of a construction project. Most states have standard forms that can be used to ensure these agreements are properly recognized in court. A recent federal case discussed the effect of leaving portions of a lien waiver blank, ostensibly to carry out the intent of an oral agreement.

What is mandatory arbitration?

Many provisions contain specific requirements, such as the parties agreeing to use a specific entity (like the American Arbitrations Association), the use of a specific number of arbitrators (typically one or three) and/or the distinction of what specific claims the arbitrator is allowed to decide (some provisions exclude fraud and other claims). All of these issues deal with an arbitrator’s jurisdiction to decide a claim.

What is caveat emptor in Georgia?

In Georgia, the long-standing rule in real estate purchases is caveat emptor (“let the buyer beware”). There is one exception: a negligence action against a builder/seller. A builder/seller may be held liable in negligence where a dwelling is sold containing latent defects that the builder in the exercise of ordinary care knew or should have known and that the buyer could not have discovered in the exercise of ordinary care. Georgia courts have not previously addressed whether this exception applies to an ordinary seller of real estate who performs its own repairs on the dwelling (i.e., whether an ordinary seller who performs repairs is a builder/seller under the exception to caveat emptor).

What is the FAA in real estate?

The Federal Arbitration Act (FAA) evidences a congressional policy to encourage arbitration, and although parties are free to agree that state arbitration law applies, the state law may be pre-empted by the FAA if the transaction involves interstate commerce. In this case, the issue presented was whether an agreement to purchase real estate was a transaction in interstate commerce, and thus implicating the FAA, or one involving purely intrastate commerce. South Carolina courts had not previously addressed this issue presenting a case of first impression. In this case, two parties entered into a Home Purchase Agreement, which contained a Mandatory Binding Arbitration provision stating that all disputes should be resolved by arbitration. The purchaser initiated a lawsuit against the seller alleging numerous construction defects in the dwelling and contending that the arbitration clause was unenforceable under the South Carolina Arbitration Act because the arbitration clause was not on the first page of the Agreement and not identified by capital letters and underlining, all of which are required under the South Carolina Act. The seller contended that the arbitration clause complied with South Carolina law, and thus was enforceable, and alternatively that the arbitration provision was enforceable under the FAA because the sales transaction involved interstate commerce. The seller argued that the sales agreement involved interstate commerce because although it was entered in South Carolina: 1) it required the seller to obtain a warranty from a company in Georgia and to submit any claims to that company in Georgia; 2) the home mortgage was financed by a North Carolina branch of a bank; and 3) the contractor used subcontractors, materials and suppliers from outside of South Carolina. The lower court found the arbitration provision in the Agreement did not comply with the South Carolina Arbitration Act, and also found that the agreement was not subject to the FAA, as the seller did not sufficiently demonstrate that the transaction involved interstate commerce.

What is attorney client communication?

Attorney-client communication is recognized as privileged communications. It is intended to encourage honest and complete communication between a client and an attorney, regardless of whether the lawyer has been hired or paid . A client only needs to seek advice from an attorney-client privilege to exist.

What is work product?

The definition of work-product is a protection by privilege under an attorney’s guidance of strategy, theory, notes and communication to and from others. Work-product privilege allows attorneys to prepare for a case knowing the opposing side can not have access to their files.

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