Meeting Confidentiality Agreement Template for United States

A Meeting Confidentiality Agreement is a legally binding document used in the United States to protect sensitive information disclosed during specific meetings or presentations. It establishes the confidential nature of the information shared, defines the obligations of all participants, and outlines the consequences of unauthorized disclosure. This agreement is governed by both federal and state laws, including the Trade Secrets Act and state-specific confidentiality regulations.

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What is a Meeting Confidentiality Agreement?

The Meeting Confidentiality Agreement serves as a crucial legal instrument for protecting proprietary information shared during business meetings, presentations, or discussions. It is particularly relevant when sensitive information, trade secrets, or strategic plans need to be discussed with external parties. This agreement, governed by U.S. federal and state laws, establishes clear obligations for maintaining confidentiality and provides legal recourse in case of breaches. Organizations typically implement this agreement before any substantive discussions that might involve the disclosure of sensitive information.

What sections should be included in a Meeting Confidentiality Agreement?

1. Parties: Identification of all parties attending the meeting and bound by the agreement

2. Background: Purpose of the meeting and context for the confidentiality agreement

3. Definitions: Clear definition of confidential information and other key terms

4. Confidentiality Obligations: Core obligations regarding non-disclosure and use of confidential information

5. Term and Termination: Duration of confidentiality obligations and termination provisions

6. Return of Information: Requirements for returning or destroying confidential information

7. Governing Law: Applicable law and jurisdiction

What sections are optional to include in a Meeting Confidentiality Agreement?

1. Permitted Disclosures: Exceptions to confidentiality obligations and circumstances under which disclosure is allowed

2. Security Measures: Specific requirements for protecting confidential information during and after the meeting

3. Non-Solicitation: Restrictions on soliciting employees or customers discussed during the meeting

4. Remedies: Specific remedies available in case of breach of confidentiality

What schedules should be included in a Meeting Confidentiality Agreement?

1. Schedule 1 - Meeting Details: Date, time, location, and agenda of the meeting

2. Schedule 2 - Authorized Representatives: List of authorized attendees and their roles

3. Schedule 3 - Specific Confidential Information: Detailed description of confidential information to be discussed

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

United States

Publisher

Genie AI

Cost

Free to use

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