I've also heard, "Never write anything down you don't want read in court with a demeaning tone"
Maybe I should do a quick blurb on the importance of phone calls for delicate inquiries that might be awkward on paper, lol
Yes, that's very good advice.
Related to that, I had a professor summarize an ethics course by saying, "basically, don't do anything that you wouldn't want your mother to read on the front page of a national newspaper." I'll never forget that.
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