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WSBA 1997

Can a lawyer's detailed bills be sent to an outside auditor without the client's consent?

Short answer: The committee concluded that, on the facts presented and where the client has not consented, releasing detailed billing information to outside parties would be impermissible under RPC 1.4 and 1.6, applying the analysis of Formal Opinion 183.

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This page answers the general question as of 1997. Ezel answers yours: whether it's allowed on your facts, under the current rules of professional conduct in your state, with citations.

Currency note: this opinion is from 1997
Subsequent statutory amendments, court decisions, or later opinions or rule amendments may have changed the analysis. Treat this page as historical context, not current legal advice. Verify current law before relying on any specific rule, deadline, or remedy mentioned here.
Disclaimer: Advisory only. Not binding precedent.
About this page: The plain-English summary, reader guidance, and Q&A below were written by Ezel based on the official ethics opinion. The original opinion (linked on this page) is the authoritative source for any reliance.

Plain-English summary

The inquiry concerned the ethical implications of detailed bills going to outside parties without client consent. The committee's opinion was that the inquiry is controlled by the analysis in Formal Opinion 183.

Based on the information provided, particularly the representation as to the information in the billing and the representation that the client has not consented, the committee believed that the release of this information as contemplated would be impermissible under RPC 1.4 and 1.6. An editor's note to the opinion directs readers to Formal Opinion 195.

Currency note

This opinion was issued in 1997, before the Washington State Bar Association's adoption of the 2006 revisions to the Rules of Professional Conduct. Subsequent rule amendments or later opinions may have changed the analysis. Treat this page as historical context, not current guidance. Verify against current rules before relying on any specific rule, deadline, or requirement mentioned here. The opinion's own editor's note points to Formal Opinion 195. Washington's cited rules correspond to ABA Model Rules 1.4 (communication) and 1.6 (confidentiality of information).

Common questions

Q: Can a lawyer release detailed client bills to an outside auditor without the client's consent?

A: On the facts presented, with the client not having consented, the committee believed the release would be impermissible under RPC 1.4 and 1.6.

Q: What earlier opinion controls the analysis?

A: The committee said the inquiry is controlled by the analysis in Formal Opinion 183, and an editor's note also points to Formal Opinion 195.

Background and rules framework

The opinion applied RPC 1.6 (confidentiality of information) and RPC 1.4 (communication), corresponding to ABA Model Rules 1.6 and 1.4. The committee tied the impermissibility of disclosing detailed billing to outside parties to the content of the billing information and the absence of client consent, following Formal Opinion 183.

Citations and references

Rules of Professional Conduct:

  • ABA Model Rule 1.4 (communication); Washington RPC 1.4
  • ABA Model Rule 1.6 (confidentiality of information); Washington RPC 1.6

Other opinions cited:

  • WSBA Formal Opinion 183: controls the analysis of disclosing billing information.
  • WSBA Formal Opinion 195: cited in the opinion's editor's note.

See also

Source

Original opinion text

Reproduced from the official source for research purposes. The linked source is authoritative.

Advisory Opinion: 1758
Year Issued: 1997
RPC(s): RPC 1.4; 1.6. Formal Opinion 183
Subject: Confidentiality and outside auditing of lawyer's billing.

Your inquiry concerned the ethical implications of detailed bills going to outside parties without client consent. It is the RPC Committee's opinion that this inquiry is controlled by the analysis in Formal Opinion 183. Based upon the information provided in your inquiry, particularly the representation as to the information in the billing, and the representation that the client has not consented, the Committee believes that the release of this information as contemplated would be impermissible under RPC 1.4 and 1.6.

[Editor's Note: See Formal Opinion 195.]

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