Industry-specific NDA templates for consultants, freelancers, agencies, legal, medical, financial, and real estate professionals. Each with tailored clauses and compliance considerations.
Protect strategic insights, methodologies, and client data during consulting projects.
Balanced protection for independent contractors working on client projects.
Marketing, creative, and PR agencies protecting campaign strategies and client lists.
Enhanced confidentiality beyond attorney-client privilege for sensitive matters.
HIPAA-compliant NDAs for healthcare providers, vendors, and business associates.
Wealth management, RIA, and financial planning confidentiality agreements.
Protect transaction details, pricing, and property information during deals.
NDAs for expert witness engagements, discovery considerations, and litigation support.
Specialized NDAs for RIAs, wealth managers, and broker-dealers with SEC/FINRA carve-outs.
NDAs for insurance brokers covering carrier relationships, HIPAA, and BOR transitions.
15+ Q&As covering professional services NDA basics, duration, scope, and negotiation tips.
Ready-to-use email templates for requesting, negotiating, and following up on NDAs.
Hypothetical scenarios illustrating NDA issues in consulting, finance, and expert witness work.
Each profession has unique regulatory requirements that NDAs must address.
Professional service NDAs often need mutual protection while preserving the service relationship.
Balancing confidentiality with the need to showcase work and build portfolios.
Not sure which professional services NDA you need? Here's a quick guide: