When a lawyer's career ends abruptlyâwhether through firm dissolution, partnership disputes, or sudden terminationâthe ethical obligations don't disappear with the pink slip. In fact, they intensify. The concept of a digital "go bag," popularized in corporate America as preparation for unexpected layoffs, takes on unique complexity in the legal profession, where client confidentiality, file ownership, and professional responsibility rules create a minefield of competing obligations.
Unlike other professionals who might download work samples or contacts before losing access, lawyers face stringent ethical constraints that make preparing for career disruption both essential and precarious.
Understanding the Legal Professional's Dilemma
The traditional digital go bag includes personal documents, performance reviews, professional contacts, and work samples. For lawyers, however, the landscape is far more treacherous. Everything in a lawyer's professional sphere potentially involves client confidentiality, creating ethical tripwires that don't exist in other professions.
When lawyers are terminated or leave firms, they cannot simply walk away with client files or even copies of their own work product if it contains client information. The ABA Model Rules create a web of continuing obligations that persist long after the employment relationship has ended.
The Ethical Framework Governing Lawyer Departures
Rule 1.6 â The Confidentiality Fortress
Rule 1.6 of the ABA Model Rules establishes that lawyers must protect client confidentiality indefinitelyâeven after termination or departure. This duty extends to:
All communications with clients;
Information learned during representation;
Strategic discussions about client matters;
Any data that could harm the client if disclosed.
The rule provides extremely limited exceptions, none of which include "I got fired and need this for my portfolio".
Rule 1.15 â Safeguarding Client Property
Under Rule 1.15, lawyers hold client files as property belonging to the client, not the lawyer. When employment ends, lawyers must:
Return client files to the firm or client immediately;
Surrender any client property in their possession;
Refrain from taking copies without explicit authorization.
The Texas State Bar's Ethics Opinion on departing lawyers is particularly stark: attorneys who delete client files from firm systems or take the only copies face potential disciplinary action under Rule 8.4 for dishonesty and deceit.
Rule 1.9 â Former Client Protections
Rule 1.9 extends confidentiality protections to former clients, meaning lawyers cannot use or disclose information learned during representation to harm former clients. This creates ongoing obligations that can span decades after a matter concludes.
What CAN Lawyers Legally Preserve?
Given these constraints, what can lawyers ethically include in their digital go bag? The answer is disappointingly narrow:
Personal Career Documents â
Performance reviews and evaluations;
Salary statements and benefits records;
Bar admission certificates and CLE records;
Non-client-related correspondence with colleagues;
General firm policies and procedures.
Professional Development Materials â
CLE certificates and continuing education records;
Bar memberships and professional association documents;
Personal networking contacts (non-client);
Industry articles and legal research (publicly available).
Limited Work Samples â ď¸
Publicly filed pleadings (already in public record);
Published articles or speeches (with proper attribution);
General legal forms or templates (non-client specific);
Redacted work samples (with all client identifying information removed).
Strictly Prohibited â
Client files or any portion thereof;
Internal case strategy memos;
Client contact lists or information;
Billing records or time entries;
Any document containing client confidential information.
The Dangerous Middle Ground
The most perilous category involves documents that seem personal but contain client information. Consider these scenarios:
Email correspondence: Even emails that appear administrative may reference client matters, making them potentially confidential.
Calendar entries: Meeting notes and appointment records often contain client-privileged information.
Internal reports: Performance reviews that reference specific client matters or outcomes may violate confidentiality rules.
Contact lists: Professional networks built through client relationships cannot be extracted without ethical concerns.
Building an Ethically Compliant Digital Go Bag
Before Trouble Hits
Smart lawyers should prepare their digital go bag while still employed:
Separate personal from professional: Use personal email accounts for career-related correspondence that doesn't involve client matters;
Document your achievements carefully: Keep records of professional accomplishments without referencing client specifics;
Maintain external professional networks: Build relationships through bar associations and professional groups, not just through client work;
Create a non-client portfolio: Develop writing samples, CLE presentations, and other materials that showcase your skills without client data.
Emergency Protocols
If termination occurs suddenly: