Copying a Lawyer on an Email Does Not Assure Privilege Protection, but That Lawyer Can Increase the Odds

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Lawyers should remind their clients that copying a lawyer on an email does not automatically render the email privileged.  But the story doesn't end there.

In Dejewski v. National Beverage Corp., the court recited the familiar lesson that "[a]n email is not deemed to be privileged if an in-house attorney:  (1) is a mere recipient of that email."  Case No. 19-cv-14532-ES-ESK, 2021 U.S. Dist. LEXIS 6083, at *2 (D.N.J. Jan. 12, 2021).  The court then explained the obvious rationale – otherwise an employee could "simply copy[] an attorney on all company-generated emails to protect them from discovery."  Id.  But the court had included a significant second condition to this rejection of privilege protection:  "if an in-house attorney . . . (2) did not actively participate in providing legal advice as part of that email."  Id.  Just a day before, the court in Belcastro v. United Airlines, Inc., implicitly applied this approach in protecting emails on which a United Airline employee copied an in-house lawyer – noting that the lawyer was copied "in order to seek [her] legal advice, which it seems she provided immediately following the challenged emails, or at least in the same chain on the same day."  Case No. 17 C 1682, 2021 U.S. Dist. LEXIS 4751, at *9 (N.D. Ill. Jan. 11, 2021) (emphasis added).  Thus, the privilege applied "because [United's in-house lawyer] is copied on those emails and they are part of a broader chain in which legal advice was solicited and provided."  Id. (emphasis added).

In other words, lawyers who respond with a privileged return email can increase the odds of the protection covering their dialogue.  They may not be able to respond to every email on which they are copied – but responding to emails that catch their attention as potentially troublesome can increase the chances of successfully asserting privilege protection.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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