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Meeting Confidentiality Agreement Template for United States

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Key Requirements PROMPT example:

Meeting Confidentiality Agreement

"I need a Meeting Confidentiality Agreement for an upcoming board meeting in March 2025 with potential investors where we'll be discussing our company's AI technology patents and future product roadmap."

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) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses















Industries

Federal Trade Secrets Act: 18 U.S.C. ������ 1836 - Federal legislation protecting trade secrets and providing remedies for misappropriation

Defend Trade Secrets Act (DTSA): 2016 federal law providing federal jurisdiction for trade secret theft and establishing uniform standards for trade secret protection

Economic Espionage Act: 1996 federal law criminalizing trade secret theft, particularly focusing on foreign economic espionage

Electronic Communications Privacy Act: Federal law governing the privacy of electronic communications, relevant for digital confidential information sharing

Uniform Trade Secrets Act: Model law adopted by most states providing consistent state-level protection for trade secrets and confidential information

State Contract Laws: State-specific regulations governing contract formation, enforcement, and interpretation

HIPAA: Health Insurance Portability and Accountability Act - Federal law protecting confidential healthcare information

Gramm-Leach-Bliley Act: Federal law requiring financial institutions to protect consumers' confidential financial information

GDPR Considerations: European Union data protection regulation that may apply if European parties are involved in the meeting

Common Law Contract Principles: Legal principles regarding contract formation, consideration, and reasonable restrictions in confidentiality agreements

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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