4 # & A Top Tips Series Top Tips For… Maintaining Confidentiality 1) Limit the Audience – Limit the persons to whom confidential communications are disseminated. Before hitting “reply all” or “forward” make sure to look at the entire email thread and ensure no confidential information is included. Remember to remove any non-essential persons or information on an email thread. 2) Avoid Elevator Talk and Peeping Toms – Don’t discuss confidential information where it may be overheard by others. For many of us, working through the daily commute is essential. But be aware that others may be reading drafts or emails over your shoulder and listening to calls – assess your surroundings when reviewing documents or having confidential conversations in public places. 3) Copying a Lawyer Doesn’t Make it Privileged – Copying a lawyer on a document or physically giving a lawyer a document doesn’t make the document privileged. The document still has to meet the legal test for privilege. If you are not sure if a document would qualify as privileged, Counsel can advise whether this test is met. 4) Dutiful Dockets – While it is necessary to create fulsome and detailed dockets remember dockets of Court officers could become public so be careful not to disclose confidential information in docket entries. 5) Home and Away – Home networks and disposal systems are often not as secure as those at the office. When working from home remember to transport documents, dispose of documents and save documents in a secure way as to maintain any confidential information. 4 # & A Top Tips Series The Restructuring and Insolvency associates at Cassels Brock are pleased to present the next installation in our Top Tips Series. Developed for junior professionals, the series provides basic tips and advice on the questions most often asked by our colleagues. Enjoy! Restructuring and Insolvency Associates Erin Craddock 416 860 6480 | ecraddock@casselsbrock.com Rishi Hargovan 416 860 6887 | rhargovan@casselsbrock.com Eleonore Morris 416 869 5352 | emorris@casselsbrock.com Monique Sassi 416 860 6886 | msassi@casselsbrock.com Keri Wallace To view our complete list of partners and counsel, please visit www.casselsbrock.com/ PracticeAreas/Restructuring_ _ _ Insolvency Cassels Brock & Blackwell LLP is a full service Canadian law firm with more than 200 lawyers serving the country’s most dynamic business sectors. © 2014 Cassels Brock & Blackwell LLP. All rights reserved. 06/2014 416 860 2954 | kewallace@casselsbrock.com