Draft a client-engagement letter annex for joint representation scenarios requiring recusal clauses when future adverse conflicts emerge during co-counsel collaboration

Current Engagement Letter *

Joint Representation Scenario * Select scenario type Co-counsel collaboration on single litigation matter Shareholder derivative action with multiple law firms Class action with regional and national counsel Multi-jurisdictional regulatory investigation Corporate merger with separate buyer and seller counsel coordination Mass tort requiring coordinated discovery efforts White collar defense with internal investigation firm Antitrust litigation with multidistrict coordination Securities fraud with plaintiffs' steering committee

Client Types * Select client type Individual private clients Fortune 500 public corporations Privately held companies Partnership or LLC entities Government entities or agencies Non-profit organizations Insurance carriers as clients Trustees or fiduciaries Startups seeking series funding Foreign multinational corporations

Jurisdictional Requirements * Select jurisdiction Federal (ABA Model Rules) New York State Bar Rules California State Bar Rules Texas Disciplinary Rules Delaware State Bar Association Illinois Professional Rules D.C. Bar Rules of Professional Conduct International (foreign law firm coordination) Multi-jurisdictional with federal lead State bar with federal coordination

Conflict Detection Triggers *

Recusal Decision Standards * Choose standard Per se irrebuttable conflict (automatic recusal) Substantial relationship test Material adversity standard Reasonably could not be adverse standard Current client plus material adversity Former client confidential information test Prospective waiver limitation standard Informed consent with Chinese wall provisions Tiered standard based on client seniority Governance document conflict standard

Resolution Timeline * Choose timeline standard 3 business days for urgent matters 5 business days standard timeline 7 business days with complex analysis 10 business days for multi-party reviews 14 business days for regulatory matters 30 days for international jurisdiction coordination Calendar days (no weekend exclusion) Immediate temporary withdrawal pending resolution Expedited 48-hour emergency standard Courtesy extended timeline by agreement

Client Notification Requirements *

Documentation Requirements * Choose documentation level Formal memorandum with ethics partner sign-off Email summary with file notation Comprehensive conflict check report filing Client letter explaining recusal rationale Co-counsel notification with joint decision record Trust account billing transition documentation Confidential information segregation protocol Litigation hold and privilege log updates Malpractice carrier notification (if applicable) State bar ethics consultation documentation

Additional Special Provisions