---
title: "Limit what a departing lawyer's handover may reveal"
url: "https://ailawframework.com/practice/knowledge-management/build-the-matter-and-know-how-handover-when-a-solicitor-leaves/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "KM-MA20261022-3-US"
practice_area: "Knowledge Management"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Limit what a departing lawyer's handover may reveal

> List matters to be handed over and mark any information relating to a representation. Do not write a handover note that contains that information.

Canonical page: https://ailawframework.com/practice/knowledge-management/build-the-matter-and-know-how-handover-when-a-solicitor-leaves/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Knowledge Management](https://ailawframework.com/practice/knowledge-management.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List matters to be handed over and mark any information relating to a representation. Do not write a handover note that contains that information. |
| What the lawyer must review | Model Rule 1.6(a) is the rule on revealing information relating to a representation. Paragraph (b)(7) allows a limited revelation to detect and resolve conflicts from a change of employment or a change in firm ownership or composition, and only if privilege is not compromised and the client is not otherwise prejudiced. Model Rule 1.1 requires the handover to be prepared competently, which includes not treating a conflict check as a licence to copy the file into a know-how bank. You decide what the departing lawyer and the firm may exchange. |
| Written for | United States |
| Applies to | [Build the matter and know-how handover when a solicitor leaves](https://ailawframework.com/practice/knowledge-management/build-the-matter-and-know-how-handover-when-a-solicitor-leaves.md) |

## Checking plan

- What the AI does: List matters to be handed over and mark any information relating to a representation. Do not write a handover note that contains that information.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A file-ownership or lien rule of the admitting state was not opened.
- Informed consent under paragraph (a) is the client's consent, recorded before a wider disclosure.

## Sources

- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [ABA Model Rule 1.1, Competence](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*