What's the practice for taking your firm's precedents with you (and your work products) when you leave?

I'm sure we all have to at some point for drafting reference and we don't intend to break client confidentiality.

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Now the firm precedent or other client work product (unless publicly available unredacted) is off limits.

But your favorite (redacted) provisions therein and your notes about your own process for reviewing certain types of documents…

Make sure to think this through.

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Ubderrated comment

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I think what ethics rules demand and what people actually do in common practice don't always match up. I have never cared to take anything myself, but I've seen partners send me forms that they used in other firms (redacted of course).

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You print them out over several months. You don’t email them to yourself, particularly in the weeks leading up to your exit, or at any point after you receive or give notice.

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This. Hard copy is the way. The way to do this quietly is just start printing off all your work products you send to clients. Just click print after you send. For filing purposes, see. What you actually do with the hard copy is up to you. Use your discretion.

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Most firms’ precedents: 🍑💨💨💨💨💨💨💨

likeuplifting

Agree - no one cares. Don’t overthink it.

Only caveat I would say if the file is under seal by the court. Don’t take those.

Anything public is just that, public.

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No one cares. Literally had a lateral partner sharing his prior firm’s KM forms with me so I knew how he liked things to look.

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Save them to a flash drive

no

Don’t ask. Don’t tell. Don’t be dumb.

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