Aaraya Public Adjusting, LLC v. Crucial Claims, Inc. - Certiorari Petition
Summary
The Florida District Court of Appeal for the Second District granted in part and denied in part a petition for writ of certiorari. The court granted the petition regarding privileged information but denied it concerning financial information, impacting discovery in an underlying breach of contract and fiduciary duty case.
What changed
The Florida District Court of Appeal, Second District, issued a decision on March 20, 2026, in the case of AARAYA Public Adjusting, LLC, et al. v. CRUCIAL CLAIMS, INC., et al. (Docket No. 2D2025-2119). The court granted in part and denied in part a petition for writ of certiorari concerning a lower court's order compelling discovery. Specifically, the appellate court granted the petition as it related to privileged information but denied it concerning financial information sought in the underlying litigation.
This ruling has direct implications for the scope of discovery in the ongoing breach of contract and fiduciary duty case. Petitioners (Aaraya and Kling) must now provide responsive documents related to financial information, but are protected from disclosing privileged information as determined by the court. The underlying case involves allegations of breach of oral contract, unjust enrichment, breach of partnership, and breach of fiduciary duty. Parties involved in discovery disputes should review this decision to understand the appellate court's stance on compelling discovery of financial versus privileged information.
What to do next
- Review discovery orders for compliance with appellate rulings on privileged vs. financial information.
- Ensure timely provision of financial documents as ordered by the circuit court.
- Consult legal counsel regarding the scope of discovery for privileged information.
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March 20, 2026 Get Citation Alerts Download PDF Add Note
AARAYA Public Adjusting, LLC, Kling v. Crucial Claims, Inc., Strychalski
District Court of Appeal of Florida
- Citations: None known
Docket Number: 2D2025-2119
Combined Opinion
DISTRICT COURT OF APPEAL OF FLORIDA
SECOND DISTRICT
AARAYA PUBLIC ADJUSTING, LLC;
SEAN KLING, an individual and
co-owner of CRUCIAL ONSITE, LLC; and
SHEPARD CLAIMS SERVICES, LLC,
Petitioners,
v.
CRUCIAL CLAIMS, INC; and
STEVEN STRYCHALSKI, an individual and
derivatively on behalf of CRUCIAL ONSITE, LLC;
and SHEPARD CLAIMS SERVICES, LLC,
Respondents.
No. 2D2025-2119
March 20, 2026
Petition for Writ of Certiorari to the Circuit Court for Hillsborough
County; Michael S. Williams, Judge.
Adam T. Jameson of Jameson Law Firm, P.A., St. Petersburg, for
Petitioners.
Lydia Sturgis Zbrzeznj of Southern Atlantic Law Group, PLLC, Winter
Haven, for Respondents.
MORRIS, Judge.
Aaraya Public Adjusting, LLC, and Sean Kling1 petition this court
for a writ of certiorari quashing an order of the circuit court compelling
them to provide documents requested during discovery in underlying
litigation filed against them by Crucial Claims, Inc., and Steven
Strychalski.2 We deny the petition as it relates to financial information
but grant the petition as it relates to privileged information.
Aaraya was in the public insurance adjusting business with
Crucial. When their relationship deteriorated, Crucial filed a complaint
against Aaraya alleging claims of breach of oral contract, unjust
enrichment, breach of partnership, and breach of fiduciary duty. Crucial
served Aaraya with requests for production on August 12, 2024, and
Aaraya responded with objections on September 17, 2024. Aaraya
provided partial discovery over the next several months, and Crucial filed
a motion to compel production pursuant to Florida Rules of Civil
Procedure 1.280 and 1.380 on June 2, 2025. The circuit court held a
hearing on July 9, 2025, and granted the motion to compel. The circuit
court found that Aaraya's objections were untimely and therefore waived
and ordered Aaraya to provide all responsive documents within thirty
days. The circuit court also ordered the parties to agree to a
confidentiality agreement in advance of the thirty-day deadline.
In its petition in this court, Aaraya argues that the circuit court
departed from the essential requirements of the law by requiring it to
produce documents that contain private financial information that is not
relevant to the litigation as well as documents that are protected by the
attorney-client privilege. Aaraya claims that the order on review causes
1 Aaraya and Kling are referred to collectively as Aaraya.
2 Crucial and Strychalski are referred to collectively as Crucial.
2
irreparable harm that cannot be remedied on postjudgment appeal.
Aaraya also contends that the circuit court should have conducted an in
camera review before ordering production of the information.
"[C]ertiorari is the appropriate remedy when a discovery order
'departs from the essential requirements of law[] and thus causes
material injury to the petitioner throughout the remainder of the
proceedings, effectively leaving no adequate remedy on appeal.' " Allstate
Ins. v. Boecher, 733 So. 2d 993, 999 (Fla. 1999) (quoting Allstate Co. v.
Langston, 655 So. 2d 91, 94-95 (Fla. 1995)).
Aaraya first argues that Crucial requested files that were not
assigned to or worked on by Crucial and that contain private financial
information of Aaraya's clients. But the circuit court ruled Aaraya's
objections were untimely. Florida Rule of Civil Procedure 1.350(b)(3)
provides in relevant part that the "[t]he party to whom the request is
directed must serve a written response within 30 days after service of the
request." In American Funding, Ltd. v. Hill, 402 So. 2d 1369, 1371 (Fla.
1st DCA 1989), the court held that the trial court did not depart from the
essential requirements of law in granting a requesting party's motion to
compel when the nonrequesting party filed its response with objections
twenty days late. The court reasoned that because the "trial court is
given wide discretion in dealing with discovery matters," it could not be
said "that the trial court abused its discretion by granting [the] motion to
compel after [the nonrequesting party] failed to respond to [the] request
for production within the time limits imposed by [r]ule 1.350(b)." 402 So.
2d at 1371.
However, Aaraya correctly contends that an assertion of privilege is
not waived by untimely objections. When a party has failed to timely
object or seek a protective order under the discovery rules, the party has
3
not waived its objections to privilege. See Chipotle Mexican Grill, Inc. v.
Quinones, 240 So. 3d 5, 6 (Fla. 4th DCA 2018) ("[F]ailure to timely raise
objections based on privilege does not automatically result in waiver."
(first citing Palm Beach Primary Care Assocs. v. Mufti, 935 So. 2d 122,
123 (Fla. 4th DCA 2006); and then citing Austin v. Barnett Bank of S.
Fla., N.A., 472 So. 2d 830, 830 (Fla. 4th DCA 1985))); Austin, 472 So. 2d
at 830 ("[R]ule 1.380(d) does not require timely objection to privileged
matters."); see also Allstate Ins. v. Ray, 347 So. 3d 551, 555 (Fla. 2d DCA
2022) ("[T]he obligation to file a privilege log does not arise until the trial
court has determined that the information sought is otherwise
discoverable, i.e., after the trial court has ruled on any non-privilege
objections." (citing Avatar Prop. & Cas. Ins. v. Jones, 291 So. 3d 663, 667
(Fla. 2d DCA 2020))); Gross v. Sec. Tr. Co., 462 So. 2d 580, 581 (Fla. 4th
DCA 1985) ("[W]hile petitioner's counsel obviously should have asserted
privilege at the earliest time, his failure to do so will not prevent the trial
court's in camera examination of the tape to determine if privilege exists.
We are not the first to hold as we now do upon the question of timeliness
vis-a-vis privilege." (citing Ins. Co. of N. Am. v. Noya, 398 So. 2d 836 (Fla.
5th DCA 1981))). Aaraya contends that because it did not waive its
objections to privilege, the circuit court erred in failing to consider its
privilege claims and in failing to make findings. See Fla. Health Scis.
Ctr., Inc. v. Jackman, 407 So. 3d 553, 555 (Fla. 2d DCA 2025) (granting
certiorari because "the circuit court entered the subject orders without
conducting an in camera review of documents that may have been
privileged" and "did not even hold a hearing, [did not] make any oral or
written findings, and . . . did not otherwise demonstrate that it had
considered the claims of privilege").
4
The financial records claimed by Aaraya to be irrelevant do not fall
within the category of privileged information. Rather, private financial
records may be discovered if they are relevant. Compare Rowe v.
Rodriguez-Schmidt, 89 So. 3d 1101, 1103 (Fla. 2d DCA 2012) (providing
that financial records may be discovered if they are "relevant or
reasonably calculated to lead to the discovery of admissible evidence"
(citing Spry v. Prof'l Emp'r Plans, 985 So. 2d 1187, 1188-89 (Fla. 1st DCA
2008)), with Fla. R. Civ. P. 1.280(c)(1) ("Parties may obtain discovery
regarding any nonprivileged matter that is relevant to any party's claim or
defense and proportional to the needs of the case . . . ." (emphasis
added)). Based on American Funding, we cannot say that the circuit
court departed from the essential requirements of law in ruling that
Aaraya's objections to the financial information were untimely and
therefore waived.
But Crucial sought the production of documents that may be
privileged because they relate to the representation of Aaraya by the law
firm Kellis Soffer:
31. Any and all documents demonstrating, reflecting, or
referring to retaining the services of the law firm of Kellis
Soffer between January 1, 2023 and December 31, 2023.
32. Any and all correspondence between you and Kellis
and Soffer between January 1, 2023 and December 31, 2023.
33. Any invoices you received from Kellis Soffer
between January 1, 2023 and December 31, 2023.
34. Any payments you made to Kellis Soffer between
January 1, 2023 and December 31, 2023.
In its late response, Aaraya argued, in relevant part, that the request
"calls for disclosure of information protected by the attorney-client, work-
product, or other privileges" and "for disclosure of materials prepared in
anticipation of litigation and/or calls for the disclosure of trial
preparation materials." Aaraya raised the same objections in two later-
5
filed amended responses. Even if these general objections were
insufficient, Aaraya was not required to raise its objections based on
privilege until the trial court ruled that the information was otherwise
discoverable. See Ray, 347 So. 3d at 555; Hertz Corp. v. Sider, 311 So.
3d 1004, 1007 (Fla. 2d DCA 2021) ("Once a trial court determines that
information is 'otherwise discoverable,' the party objecting to its
disclosure based on the attorney-client privilege or the work product
doctrine must file a privilege log noting which documents are
privileged.").
Aaraya's privilege claims were not waived by its untimely objections
to Crucial's request for production, and the trial court departed from the
essential requirements of the law in ordering the disclosure of the
allegedly privileged information without giving Aaraya an opportunity to
file a privilege log to raise its claims of privilege and without conducting
an in camera review.3 See Sider, 311 So. 3d at 1007; Patrowicz v. Wolff,
3 We express no opinion on whether the information is in fact
privileged. But we note that Crucial alleged that the law firm was hired
jointly by Crucial and Aaraya for the purpose of expanding their business
venture. Crucial asserted that Kling (the principal of Aaraya) and
Strychalski (the principle of Crucial) formed Shepard Claims Services,
LLC, in November 2022 and that they explored expanding their public
adjusting work into other states. The complaint alleged that "[t]oward
that end[,] they retained the services of the law firm of Kellis Soffer."
Aaraya does not dispute this in its petition or reply filed in this court.
Section 90.502(4)(e), Florida Statutes (2022), provides that
[t]here is no lawyer-client privilege under this section when
. . . [a] communication is relevant to a matter of common
interest between two or more clients . . . if the communication
was made by any of them to a lawyer retained or consulted in
common when offered in a civil action between the clients or
their successors in interest.
6
110 So. 3d 973, 974 (Fla. 2d DCA 2013) ("A party claiming that
documents sought by an opposing party are protected by the attorney-
client privilege is entitled to have those documents reviewed in camera by
the trial court prior to their disclosure." (citing Bennett v. Berges, 84 so.
3d 373, 374-75 (Fla. 4th DCA 2012))).
In sum, we deny Aaraya's petition for writ of certiorari as it relates
to the financial information sought by Crucial. We grant the petition in
part as it relates to Aaraya's claims of privilege and quash the order to
the extent it orders the disclosure of information sought by Crucial in
requests 31 through 34.
Petition granted in part and denied in part; order quashed in part.
NORTHCUTT and KHOUZAM, JJ., Concur.
Opinion subject to revision prior to official publication.
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