This is the one area in which I have concern.  There was no engagement letter for this advising about ownership transfer.  We sat for two discussions in which we floated ideas. That could be characterized as brainstorming or "a freebie to attract their business". I didn't bill them for these discussions; well, I didn't list this advising in my bill.

 She may be claiming conflict of interest. Agree. I did have a discussion in which I was clear that benefits to one may be harmful to the other. I said my goal was to state those occassions and to be transparent to each - with each other - about the advising I would be providing.

But first you should figure out if, when and how she was a client. Very useful place to start. thank you.