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ARTICLE · 10 AUGUST 2011

Legal professional privilege - are all pre-litigation investigations privileged?

A timely reminder for lawyers and professionals involved in pre-litigation investigations and audits.

AustraliaLitigation, Mediation & Arbitration

It is a well known fact that prior to litigation commencing, parties should do all they can to get their 'ducks in a row'.  It is often assumed that pre-litigation investigation reports are protected from disclosure down the track due to legal professional privilege. 

A recent case in Victoria is a good reminder that this is not always the case as privilege can only be successfully maintained in circumstances where any such report or investigation was obtained for the dominant purpose of either:

  1. providing legal advice; and/or

  2. using the report in anticipated legal proceedings.

The case of Perry & Anor v. Powercor Australia Limited [2011] VSC 308 is a recent example where certain pre-litigation investigation reports were not protected by legal professional privilege.  In this case investigation reports that were commissioned by Powercor's in-house lawyer were ordered by Justice Robson to be disclosed.

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