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

Multistate Professional Responsibility Exam
Client confidentiality
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