Multistate Professional Responsibility Exam Practice Question
Mark is helping a client settle a dispute with a contractor. The client told Mark that it is acceptable to share scheduling problems that affected payment. Mark is unsure if he may also discuss past financial statements and personal details. Which action best reflects guidance on disclosures the client has authorized?
Sending the client’s financial history to the other side
Releasing an overview of the scheduling issue that caused the client to miss payment
Forwarding confidential documents to the contractor’s team
Providing the client’s personal relationship details related to the contractor
The best option is the one that matches the client’s precise statement about sharing information related to the payment delay. That disclosure falls within the scope the client approved. Suggestions that go well beyond this point are not justified by either express or implied consent. Even if related to the case, revealing financial statements or personal details exceeds what the client allowed in this situation.
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