[SPAM] RE: [WSBAPT] Informal poll re: emailing draft documents to clients

Amy Pivetta Hoffman amy at aphoffman.com
Thu Jan 30 18:10:17 PST 2014


Got it.  Yes, I use email and the drafts also have a watermark.

 

Amy Pivetta Hoffman

Attorney at Law

Ph. 253.720.3020/F. 253.200.0855

PO Box 73040, Puyallup, WA  98373

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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of elizabeth dronkert
Sent: Thursday, January 30, 2014 5:45 PM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] Informal poll re: emailing draft documents to
clients
Sensitivity: Confidential

 

Right Amy.  Sorry if that wasn't clear:  a discrete part of the process is
clients receiving the first drafts and reviewing them preliminarily before
reviewing them with me.  My question is about email as a method of getting
those documents to the clients.  I won't rewrite my entire initial post.
Just wanted to clarify.  Thank you again to those who respond.  

EPMF logo Final_small-horizontal (3)

Elizabeth M. Dronkert,  Attorney

755 Winslow Way East, Suite 202

Post Office Box 10368

Bainbridge Island, Washington   98110

(206) 780-4455

 

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CIRCULAR 230 DISCLOSURE: Any tax advice contained in this communication
(including any attachments) is not intended or written to be used, and
cannot be used, for the purpose of (i) avoiding penalties that may be
imposed under the Internal Revenue Code or (ii) promoting, marketing or
recommending to another party any transaction, arrangement, or other
matter

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Amy Pivetta Hoffman
Sent: Thursday, January 30, 2014 5:36 PM
To: wsbapt at lists.wsbarppt.com
Subject: [SPAM] RE: [WSBAPT] Informal poll re: emailing draft documents to
clients
Sensitivity: Confidential

 

I always, always, always forward to the client for review except for
trivial or procedural correspondence.  But, for important correspondence,
settlement negotiations, etc. the client always sees it first and has an
opportunity to comment and ask questions.  Same goes for most pleadings
and motions.  They appreciate it as well-they need to be informed and feel
that they are making decisions with you.  

 

Amy Pivetta Hoffman

Attorney at Law

Ph. 253.720.3020/F. 253.200.0855

PO Box 73040, Puyallup, WA  98373

Description: C:\Users\Jason\Documents\Hoffman Docs\DOCUMENTS\APH
Law\Administrative\final files to Amy\APH-Law_color.png

CONFIDENTIAL COMMUNICATION:  This email is intended only for the use of
the individual(s) or entity(ies) to whom it is addressed and may contain
confidential, privileged information.  If you have received this
communication in error, please immediately notify the sender
electronically, return the email to the above email address and delete it
from your files.  Thank you.

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Frank Selden
Sent: Thursday, January 30, 2014 5:22 PM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] Informal poll re: emailing draft documents to
clients
Sensitivity: Confidential

 

I always e-mail draft documents and ask them to review, approve. 

 

Regards,

 

Frank Selden

 

Frank Selden Law, PS

10900 NE 4th ST, Suite 2300

Bellevue, WA 98004

Ph. 425-990-1021

Fax  425-671-0485

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of elizabeth dronkert
Sent: Thursday, January 30, 2014 5:05 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Informal poll re: emailing draft documents to clients
Sensitivity: Confidential

 

Hello listmates,

 

In reviewing my own policies, I'm curious to know how many of you have "no
emailing of draft documents" policies.  Or, if you do email them, are
there conditions you place on doing so? Have any of you reversed your
positions on emailing draft documents - in either direction?  If so, your
willingness to share thoughts would be most appreciated.  Thank you.
Elizabeth Marie

EPMF logo Final_small-horizontal (3)

Elizabeth M. Dronkert,  Attorney

755 Winslow Way East, Suite 202

Post Office Box 10368

Bainbridge Island, Washington   98110

(206) 780-4455

 

Receipt of this e-mail does not create an attorney-client relationship.
This message is confidential and may be protected by the attorney-client
privilege; it is intended only for the use of the individual(s) named
above.  If you are not an intended recipient, please be advised that any
dissemination, distribution, or copying of this communication is strictly
prohibited.  If you have received this e-mail in error, please immediately
notify the sender by telephone (206-780-4455) or e-mail, delete this
message from your files, and return any printed copies to the sender by
U.S. mail.   Thank you.  

CIRCULAR 230 DISCLOSURE: Any tax advice contained in this communication
(including any attachments) is not intended or written to be used, and
cannot be used, for the purpose of (i) avoiding penalties that may be
imposed under the Internal Revenue Code or (ii) promoting, marketing or
recommending to another party any transaction, arrangement, or other
matter

 

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