Share Large Files

It seems innocent enough. Your attorney shares a few files by sending a link from their unprotected cloud storage account. They expect that you’ll only see the files that they intended to send. But there are huge risks to this approach. This behavior can result in the waiver of attorney client privilege.

An important trend for companies today is use of web-based messaging and CRM platforms such as Salesforce.com to manage, track and/or secure outbound correspondence. While some of these platforms let you send attached documents with your message, most (including Salesforce.com) do not save copies of attachments in the sent record stored in the web-based system.