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Description

Client Confidentiality: Spotting Mistakes, Securing Information, Responding Well

Identify the everyday habits that weaken client confidentiality and correct your firm's practices

  • 0.43 days — 3 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

Professional confidentiality is almost never lost through a deliberate disclosure. It erodes through an email sent to the wrong recipient, a conversation held in a courthouse corridor or a file left open on a desk. Associates and administrative staff apply rules that have rarely been explained to them.

Three hours online to review the situations that expose a firm: exchanges with the client, dealings with other counsel, use of external providers and everyday digital tools. Each common mistake is examined together with the correct reflex to replace it. The short format is designed to deliver practices that can be applied immediately.

Learning objectives

  • Distinguish professional confidentiality from the confidentiality of correspondence
  • Identify everyday situations that expose confidential information
  • Apply the rules governing exchanges with clients and with other counsel
  • Secure the firm's digital and paper records
  • Respond to an accidental disclosure and limit its consequences

What makes this programme different

A run-through of common mistakes, each paired with the correct practice
Exchanges between counsel handled separately from exchanges with the client
A checklist of the firm's sensitive points provided at the end of the session

Programme

1What Confidentiality Actually Covers

Setting the right boundaries

  • Distinguish professional confidentiality from confidential correspondence
  • Identify the information covered and for how long
  • Map the people bound by confidentiality within the firm
  • Recognise the situations in which confidentiality gives way

2Everyday Mistakes

Where information escapes

  • Emails: recipients and attachments
  • Telephone conversations and shared spaces
  • Paper files: storage, archiving and destruction
  • Digital tools, external providers and backups

3Responding and Preventing

After the incident and before the next one

  • Quickly establish the scope of a disclosure
  • Inform the client and the relevant professional authority where the situation requires it
  • Document the incident and the measures taken
  • Update the firm's internal practices

Who is it for

Lawyers, associates, in-house counsel and law firm administrative staff who handle information covered by professional confidentiality obligations.

Prerequisites

No prerequisites

Dates & locations

12 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.