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When should I use an independent contractor confidentiality agreement?

  • Checkmark When sharing sensitive business information with contractors
  • Checkmark When contractors have access to sensitive proprietary information
  • Checkmark When pitching to possible investors or partners
  • Checkmark When sharing or discussing non-public information

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How to complete your confidentiality agreement

Complete Obligations

1

Gather Information

Gather all the relevant information to complete your document. This may include party names, addresses, and confidential information that will be shared. It is advisable to determine what information may potentially be disclosed.

Man Laptop Questions

2

Complete the Agreement

Use the information you collected to complete your confidentiality agreement. You will be guided through each step, allowing you to customize your document to match your specific needs. The questions and information presented to you dynamically change depending upon your answers.

Review and Sign

3

Review and Sign

It is important to read your agreement thoroughly to ensure the document is free of errors and omissions. After completing your agreement, all parties are required to sign the agreement to make it legally binding.

Distribute and Store Questions

4

Distribute and Store Copies

At a minimum, all parties that sign the document should receive a copy once it is fully executed (everyone has signed).  Be sure to store your copy in a safe location. It is a good idea to keep both a physical and electronic copy.

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Help Guide

Table of contents

This guide provides a brief overview of some of the main considerations that go into creating an independent contractor confidentiality agreement.

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