Mutual Nondisclosure Agreement

Solve confidentiality concerns for both you and potential clients as you explore new projects

When exploring new projects, sometimes both you and your potential client have to share trade secrets and other confidential information before deciding whether to move forward.


But you don’t want your client using or exposing your confidential information . . . and they don’t want you to use or expose theirs, either!


With a mutual nondisclosure agreement, or mutual NDA, you can solve confidentiality concerns for both you and your client by agreeing beforehand exactly how your confidential information can (and can’t) be used.


Many clients will have their own mutual NDA . . . but that means you’ll have to put time, money, and energy into having a lawyer review it for you.


But when you have a mutual NDA of your own, you’ll know exactly what’s in it and can skip the hassle and expense of reviewing someone else’s form!


With this customizable template & training, I’ll walk you through creating a mutual NDA you can use in your business right away.


It’s a must-have whether you’re an entrepreneur, consultant, freelancer, or other solo professional services provider.


Since I’m a licensed business and technology lawyer with extensive experience, you can be sure you’re getting reliable information from a knowledgeable source. If you can’t hire a lawyer directly . . . this is the next best thing.


Completing the entire course typically only takes 1-2 hours. When you’re finished, you’ll have a fully customized mutual NDA ready for signature!

What is included:

Contract Template

Your Mutual Nondisclosure Agreement is a key foundational document outlining the structure and management of your business.

This easily customizable Mutual Nondisclosure Agreement template is downloadable as an unlocked, editable Word document and a PDF copy too.

And it’s annotated to show exactly what needs to be customized and how — just fill in the details where text is highlighted yellow, and it’s ready to go!

Video Resources

In these video lessons, I’ll explain step-by-step how to customize the template for your business — all in plain English!

We’ll cover the purpose of the template, key terms, and where you need to customize.

It’s like having an experienced business lawyer right by your side, helping you along the way . . . so you can feel confident that you’re making the right choices for your business!

Free Updates

If an update to the Mutual Nondisclosure Agreement is released (for as long as we offer the template), the downloadable Workbook and/or video resources will automatically update in your library page.

That means you can feel confident that your agreement always follows best practices!

Frequently Asked Questions

  Are the Customizable Contract Templates with Video Resources and your other products the only legal documents I need as a consultant, coach or professional service provider?

For most entrepreneurs, consultants, coaches or professional services providers, these are the primary legal documents you will need. There are certain exceptions, such as if you have very non-standard services and/or provide services in a highly regulated area (for example, you are a physician who consults for pharmaceutical companies), you might need additional templates (or customization). Another example would be if you are a software developer and have created commercial software (i.e. just like Adobe Acrobat, Microsoft Word) that you license to customers without providing any services to them. In this instance, you would also want a software license agreement

 Do I need a lawyer to look over these legal documents once I’ve customized them?

To customize these legal templates, you simply fill in the details where indicated, and they are ready to go. Everything you need to complete will be highlighted in yellow, and we provide the template in Word so you can easily edit it. Plus, each customizable contract template includes a detailed video “walk-through” of the template.

While you are always free to engage a local attorney if you wish, the purpose of our contract templates with video resources and other products is to equip consultants and professional services providers with quality templates that they easily customize themselves and use in their business right away.

 Are these legal documents valid only in the US, or outside of the US too?

The templates are based on US legal principles. While most of the language is applicable in other countries, there are likely some terms which may need localizing.

 Do these templates need to be customized specifically to my industry?

For most coaches, consultants and professional service providers, the templates should not need any further customization. If your industry is highly regulated (such as medical consulting, or power plant design), then additional customizations might be required.

 What's the difference between these legal templates and say... others currently out there in the market?

The founder of HTBiz Law has been an attorney for more than 25 years, including 15 years at one of the largest global law firms. During that time, she drafted and negotiated literally thousands of contracts for hundreds of clients ranging from individual professional services providers all the way up to world-wide consulting firms and Fortune 25 corporations, and worked on more than $6 BILLION USD in transactions. She developed and refined these templates based on everything she learned from all of those client representations and every contract she worked on. These legal templates represent literally thousands of hours of legal experience.

 How soon can I use these templates?

You can use these templates as soon as you customize them and replace the HTBiz Law branding with you own company logo. The HTBiz Law branding must stay on the original template, but when you customize it for your business, then you should make it be your brand since the Bootcamp is not your attorney.

 Will you show me exactly how to use them?

Each module will walk you through the relevant template, including an explanation of the purpose of the template, the key terms, and the places where you need to customize them to fit your business. 

 How will I receive the templates?

Each Customizable Contract Template with Video Resources will include both a Word format and PDF format download of the relevant template. That way you can easily edit the Word version but you won't risk losing any of the notes and instructions which are safe in the PDF.

 How difficult is it to customize a template?

The Customizable Contract Templates with Video Resources and other products are specifically designed for people who are not lawyers. Each one presents the information in a “plain English” (as much as possible) business-focused manner.

 If I have questions, is there anyone I can reach out to? And is there a cap on the number of questions I ask?

If you have technical problems accessing the course and/or downloading the templates, you can send an email to contact@htbizlaw.com. Unfortunately, we cannot provide specific personal legal advice for our templates. However, if you want “Done For You” services or personal legal advice, you can become a regular client of HTBiz Law by entering into an engagement letter, and we can create custom contracts for your business. If you are not sure what you need, you can always book a consult with Sharon by clicking HERE.

 When will I get access to the templates and resources?

As soon as you purchase a Customizable Contract Template with Video Resources you will be taken to a web page which will have the links to the downloadable contract template, the video resources as well as other information.

 I'm time poor - how long does each Customizable Contract Template take to do?

It should take you less than an hour to watch the video resources and customize your contract template. Some templates are a little quicker, some may be a little longer.

 Can I get a refund if I don’t like the template?

Unfortunately, because you immediately receive the downloadable files, we cannot provide refunds as our Customizable Templates were created at significant time and expense.

 When I use these legal documents in my business, can you help me negotiate them with specific clients?

Yes. Working one-on-one with you to help you negotiate contracts is not part of the Customizable Contract Templates with Video Resources , but it is a service we offer. To take this service up, you will need to enter into an engagement letter with the HTBiz Law. Please contact us directly at contact@htbizlaw.com and we will be happy to assist you.

 Can I tell a client that you are my private attorney if I don’t enter into an engagement letter with HTBiz Law?

Unfortunately, no, you cannot tell your clients that HTBiz Law or Sharon Tasman are your attorney. No attorney-client relationship is formed by purchasing any of our Customizable Contract Templates or the Complete Legal Essentials Package. All of the information provided is for your educational and informational purposes only. It is not intended, as, and does not constitute personal legal advice. You should not act, or refrain from acting, on the basis of this content without first consulting legal counsel who practices in your jurisdiction.

WATCH THIS WELCOME VIDEO FIRST

Building a solid legal foundation for your business is easier than you think. 
 Get the Single-Member Mutual Nondisclosure Agreement Template with Video Resources


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DISCLAIMER: NO ATTORNEY-CLIENT RELATIONSHIP IS FORMED WITH THE HEALTH & TECHNOLOGY LAW FIRM, LLC D/B/A HTBIZ LAW BY ACCESSING OR USING ANY OF OUR PLATFORMS OR PURCHASING OR USING ANY OF OUR PRODUCTS. Please be aware that any information you provide us is not privileged or confidential unless you have entered into a direct client engagement letter with us. Your access to our platforms and products is subject to our Terms and Conditions and Privacy Policy. All of the information and products provided across our platforms is for your educational and informational purposes only. It is not intended, as, and does not constitute personal legal advice, and is not a guarantee of any results. Neither the Health & Technology Law Firm, LLC d/b/a HTBiz Law, nor Sharon L. Tasman individually, are your personal attorney. You should not act, or refrain from acting, on the basis of this material without first consulting legal counsel who practices in your jurisdiction. By downloading or purchasing any of our products or resources, or subscribing to our newsletters, you are consenting to receive emails from us, but you may opt-out at any time. This is not intended as attorney advertising (although some states may consider it to be).
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