PPC Client Communication & Confidentiality Standards 3

Question 1

Which of the following actions would most likely constitute a waiver of attorney-client privilege?

Accepted Answer

Sharing a legal memo with a testifying expert witness

Answer

Disclosing privileged communications to a testifying expert witness who is not protected by the privilege can constitute a waiver.

Question 2

A patent paralegal is working remotely and receives a client call while at a coffee shop. The best course of action is to:

Accepted Answer

Step outside or to a private location before discussing case details

Answer

Confidential client communications should never occur in public spaces where they can be overheard; moving to a private location is the immediate step.

Question 3

The work product doctrine primarily protects:

Accepted Answer

Materials prepared by attorneys and their agents in anticipation of litigation

Answer

The work product doctrine shields materials prepared by or for an attorney in anticipation of litigation or trial from opposing party discovery.

Question 4

A new employee at a client company calls the paralegal requesting a status update on the company's patent portfolio. The proper action is to:

Accepted Answer

Verify the caller's authorization with the established client contact before sharing information

Answer

Before disclosing any client information, the paralegal must verify that the caller is an authorized representative of the client.

Question 5

When using email to send a client a copy of their patent application draft, the paralegal should:

Accepted Answer

Use an encrypted or secure email platform and confirm the recipient's address

Answer

Sensitive legal documents such as patent drafts must be sent through encrypted or secure channels with verified recipient addresses.

(PPC) Patent Paralegal Certification Practice Test

(PPC) Patent Paralegal Certification Practice Test

PPC Client Communication & Confidentiality Standards 3