One-Way Nondisclosure Agreement
(Client Evaluation Agreement)
Protect your trade secrets and other confidential information as you explore new client relationships
A big part of meetings – whether online or in person – with potential clients is demonstrating all the value you’d bring if you worked together.
That’s why you present portfolios, designs, slide decks with ideas and analyses, your proprietary algorithms or processes, and all the other stuff that shows how great you are!
But did you know that if you don’t agree beforehand how the client can use those materials, they could “borrow” and use them . . . without paying you or even giving you credit?
That’s why you need a Client Evaluation Agreement, or CEA.
A CEA is a one-way nondisclosure agreement presented in a more “friendly” letter format.
It makes it clear that everything you’re sharing with a potential client belongs to you and that they cannot use it without your permission.
With this customizable template and training, I’ll walk you through creating a CEA you can use in your business right away.
Whether you’re a business or IT consultant, freelancer, graphic designer, web developer, digital marketer, entrepreneur or other solo professional services provider . . . it’s a must-have if you ever share pitch materials, trade secrets or other confidential information with potential clients.
Since I’m a licensed business and IP 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 training and template typically only takes 1-2 hours. When you’re finished, you’ll have a fully customized CEA ready for your next pitch meeting!
What is included:
Contract Template
Your One-way Nondisclosure Agreement is a key foundational document outlining the structure and management of your business.
This easily customizable One-way 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 One-way 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?
Building a solid legal foundation for your business is easier than you think. Get the Single-Member One-way Nondisclosure Template (Client Evaluation Agreement)
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).
