A client suffered a work related injury five years ago. This has now been to court and the next stage is to determine the financial loss etc. as a result of the injury and the solicitors have asked whether we are prepared to share our working papers with their forensic accountant.
We don't have a problem with this and have working papers (in excel format) going back 10 years.
However there is, presumably, some form or wording or protocol, to protect us completely from any action as a result of releasing our working papers. Does anyone know what assurances we should request?
I would add that as far as we are aware our workings are fine, but neither is there any point in taking unnecessary risks.
Thanks.
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Agreed, a hold harmless letter is what you're after. And as Innkeeper mentions, obtain written client authority to release the information.