Case Citation
Legal Case Name

Sandra T.E. v. South Berwyn School District 100 Case Brief

Court of Appeals for the Seventh Circuit2010Docket #409100
600 F.3d 612 2010 WL 1191170

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Case Brief Summary & Legal Analysis

General Brief
3 min read

tl;dr: Law firm’s internal investigation documents for a school district facing lawsuits were protected by attorney-client privilege and work-product doctrine, as the firm was hired to provide legal advice, not merely investigative services.

Legal Significance: Affirms that factual investigations conducted by attorneys to render legal advice are protected by attorney-client privilege and work-product, even for public entities.

Sandra T.E. v. South Berwyn School District 100 Law School Study Guide

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Case Facts & Court Holding

Key Facts & Case Background

Following a teacher’s arrest for sexual abuse and the filing of a civil lawsuit, South Berwyn School District 100 retained Sidley Austin LLP to conduct an internal investigation. The engagement letter specified Sidley would “investigate the response of the school administration to allegations of sexual abuse of students” and “provide legal services in connection with the specific representation.” Sidley attorneys interviewed numerous current and some former school-district employees and third-party witnesses, taking handwritten notes and later drafting memoranda summarizing these interviews. These interviews included Upjohn warnings, emphasizing Sidley represented the School Board. Sidley delivered its findings and legal advice to the Board in an oral report and a written executive summary. Plaintiffs in the civil suit subpoenaed Sidley’s interview notes and internal memoranda. The district court ordered production, finding Sidley was hired primarily as an investigator, not as an attorney providing legal services. Sidley appealed, asserting attorney-client privilege and work-product protection.

Court Holding & Legal Precedent

Issue: Are an attorney’s notes and memoranda from witness interviews, conducted during an internal investigation for a client already facing litigation, protected from discovery by attorney-client privilege and work-product doctrine when the investigation’s stated purpose includes providing legal advice?

Yes. The interview notes and memoranda prepared by Sidley Austin are protected Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, qu

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IRAC Legal Analysis

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Legal Issue

Are an attorney’s notes and memoranda from witness interviews, conducted during an internal investigation for a client already facing litigation, protected from discovery by attorney-client privilege and work-product doctrine when the investigation’s stated purpose includes providing legal advice?

Conclusion

This case reinforces that internal investigations conducted by attorneys to provide legal Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequ

Legal Rule

1. Attorney-client privilege protects confidential communications between a client (and its employees) Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla

Legal Analysis

The Seventh Circuit reversed the district court, holding that Sidley was retained Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore ma

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Flash Summary

  • Factual investigations conducted by attorneys are protected by the attorney-client privilege
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupida

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