Since legal invoices are communications between lawyers and clients that may reveal an attorney’s strategy or legal advice, some states consider them to be privileged.  Therefore, law firms should check with their state bar association to determine what they need to do when emailing privileged information to clients, as those requirements could apply to emailed invoices as well.
Even if your program cannot email an invoice directly to the client, these programs typically allow users to download invoices as a PDF file, which law firms can attach to an email sent through the firm’s regular email program.
Keep in mind, email may not be the only option when electronically sending invoices. There are other secure electronic delivery methods such as the client portal.
1. CALIFORNIA SUPREME COURT: PRIVILEGED ATTORNEY INVOICES MAY LOSE PROTECTION ONCE LITIGATION IS OVER
2. Redacting Legal Invoices – The Attorney-Client Privilege and Attorney-Work Product Doctrine (Section 305) – Privileged Records
3. CASEMINE Search Results: billing records attorney client privilege
4. Legal Time and Billing Software Feature Comparison Chart
5. [Video] Quickbooks Online – How to CREATE / SEND INVOICE | 2018
Sign up now to get more tips and news from CosmoLex
- What Every Lawyer Should Know About Operating and Trust Accounts
- What Are the Three Bank Accounts Every Law Firm Should Have?
- Should I Deposit a Retainer into an Operating Account or a Trust Account?
- 9 Tips to Boost Law Practice Success by Getting Back to Basics
- How to Keep Your Three-Way Reconciliation Accurate and Efficient