THOMAS B. McCOUN, III, Magistrate Judge.
THIS MATTER is before the court on Plaintiff Total Marketing Technologies'
Plaintiff replies that Mr. Peat's presence at attorney meetings was in furtherance of the rendition of legal services, and therefore the privilege would not be waived. Plaintiff refutes Angel Jet's argument as to whether Mr. Peat is an "agent" of the corporation, stating that the existence of an agency relationship is not required in order for the privilege to apply where third parties are present in furtherance of the rendition of legal services. (Doc. 72).
As an initial matter, I note that Plaintiff is correct that Mr. Peat need not be an "agent" of Plaintiff in order for the attorney-client privilege to be invoked. Under Florida law, disclosure to third parties of attorney-client privileged communications will not waive the applicability of the privilege if a party can establish that the disclosure was made (1) in furtherance of the rendition of legal services to the client, or (2) if reasonably necessary for the transmission of the communication. See Fla. Stat. § 90.502(c). It appears undisputed that the second factor does not apply. However, the parties sharply dispute whether Peat's presence at meetings between Plaintiff and counsel was in furtherance of the rendition of legal services. According to Plaintiff, Mr. Peat was a consultant for Plaintiff at the time and attended the meetings with Mr. Pacheco to provide additional factual information to counsel relevant to Plaintiff's claims, thereby making his presence "in furtherance of the rendition of legal services to the client" and the communications, therefore, protected. To the contrary, Angel Jet argues that Mr. Pacheco testified that Mr. Peat was at the meeting as a friend for support, thereby waiving any attorney-client privilege that would normally attach to such communications between client and counsel.
A review of Mr. Pacheco's deposition reveals that Mr. Peat was not an employee or an agent of Plaintiff, but that he was providing marketing consulting services to Plaintiff during this time frame. (Doc. 58-2 at 12, 49-51). Of significance, Mr. Pacheco unequivocally testified that Mr. Peat was his friend at the time Pacheco was meeting with other attorneys and that Mr. Peat attended those meetings "in a supportive role." Id. at 11. By Mr. Pacheco's testimony, Mr. Peat was at the meetings in a "[s]upportive role as a friend, and also supporting what [he] was talking to a lawyer about." Id. at 12.
"[T]he burden of establishing the existence of an attorney-client privilege rests on the party claiming it." So. Bell Tel. & Tel. Co. v. Deason, 632 So.2d 1377, 1383 (1994) (citing Fisher v. United States, 425 U.S. 391 (1976)). "The confidentiality of a conversation is dependent upon `whether the person invoking the privilege knew or should have known that the privileged conversation was being overheard.'" Black v. State, 920 So.2d 668, 670 (Fla. Dist. Ct. App. 2006) (quoting Mobley v. State, 409 So.2d 1031, 1038 (Fla. 1982)). Mr. Pacheco's testimony establishes that he knew that the privileged conversations were being overheard by Mr. Peat, and further that Mr. Peat's purpose in being present at the meetings was in a supporting role as a friend. In light of this testimony, I am obliged to conclude that the attorney-client privilege as to these communications was waived because of Mr. Peat's presence, as a third party, during those communications and neither exception would apply to obviate waiver of the privilege.
Because I conclude there has been a waiver of the privilege, the court need not address Plaintiff's second argument regarding disqualification other than to state that such is an extraordinary remedy and appropriate in only limited circumstances. See Cunningham v. Appel, 831 So.2d 214, 215 (Fla. Dist. Ct. App. 2002) ("disqualification of a party's chosen counsel is an extraordinary remedy and should be granted sparingly"). In any event, based upon the court's review of the affidavit of attorney Counters, it appears that no privileged information was revealed in the communications such that counsel has obtained an informational advantage to justify disqualification. See id. at 216. Thus, on the basis of the matters presented, I find no need for further inquiry by the court.
Accordingly, Plaintiff Total Marketing Technologies' Motion to Determine Whether There Has Been a Breach of Attorney-Client Privilege and Motion to Potentially Disqualify Counsel (Doc. 58) is