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Consulting NDA Generator

Pick mutual or one-way, fill in the parties, the definition of confidential information, term & survival period, carve-outs, permitted disclosures, remedies, and governing state — and get a formatted confidentiality agreement you can copy or download instantly. Free, with a live preview that updates as you type. No signup to preview; enter your email to copy or download.

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The client wants to share their numbers before the kickoff call — and you want your frameworks protected before you show them. Most first-time consultants grab a random NDA off the web and hope. This generator builds a clean, professional mutual or one-way confidentiality agreement in minutes — parties, definition, carve-outs, permitted disclosures, survival period, remedies, and signature blocks. Fill in the fields, preview it live, and copy or download it — free.

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Agreement Type

Both sides share confidential information — the standard choice for consulting engagements, because you'll see their data and they'll see your frameworks.

Party A — You (Consultant)
Party B — Client
Purpose & Confidential Information
Term & Survival
Carve-Outs (Exclusions)
Permitted Disclosures
Remedies & General
Signatures

⚖️ This template is a general starting point, not legal advice. Have a qualified attorney review before signing.

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Live preview — Mutual NDA · 2 years · survives 3 years
MUTUAL CONFIDENTIALITY AGREEMENT
==================================================

This Mutual Confidentiality Agreement ("Agreement")
takes effect on November 6, 2026, by and between:

  PARTY A (CONSULTANT):
  Sarah Chen
  Sarah Chen Consulting LLC
  118 Bouldin Avenue, Austin, TX 78704
  [email protected]

  PARTY B (CLIENT):
  Marcus Rodriguez
  Northbeam Analytics, Inc.
  500 Market Street, Suite 400, San Francisco, CA 94102
  [email protected]

────────────────────────────────────────────────────────────

1. PURPOSE

   The Parties wish to exchange Confidential Information for the
   following purpose (the "Purpose"): to allow the Parties to
   evaluate, negotiate, and perform a pipeline optimization
   consulting engagement between them, including the disclosure of
   the Client's CRM data, sales process documentation, and call
   recordings, and the Consultant's proprietary diagnostic
   methodology. This Agreement governs all such disclosures, whether
   made before or after the effective date.

────────────────────────────────────────────────────────────

2. DEFINITION OF CONFIDENTIAL INFORMATION

   "Confidential Information" means all non-public information
   disclosed by one Party to the other, in any form or medium
   (written, oral, electronic, visual, or otherwise), that is
   designated confidential or that a reasonable person would
   understand to be confidential given its nature and the
   circumstances of disclosure, including: business plans,
   strategies, and roadmaps; financial data, pricing, and forecasts;
   customer, prospect, and supplier lists and related data;
   contracts and engagement terms; personnel and compensation
   information; software, source code, algorithms, and system
   documentation; data sets, models, and analytical results;
   methodologies, frameworks, playbooks, templates, and other
   know-how; and the existence and terms of this Agreement.

   The Parties expressly agree the following are Confidential
   Information:
   The Client's discovery call recordings, CRM exports, and outbound
   messaging samples, and the Consultant's proprietary diagnostic
   methodology and benchmark data.

────────────────────────────────────────────────────────────

3. EXCLUSIONS (CARVE-OUTS)

   Confidential Information does not include:
      (a) information that is or becomes publicly available
      through no act or omission of the Receiving Party;
      (b) information the Receiving Party can demonstrate it
      lawfully knew before receiving it from the Disclosing Party,
      free of any confidentiality obligation;
      (c) information the Receiving Party can demonstrate was
      independently developed by it without use of or reference to
      the Disclosing Party's Confidential Information;
      (d) information the Receiving Party lawfully receives from a
      third party who is free to disclose it and is under no
      confidentiality obligation to the Disclosing Party;

────────────────────────────────────────────────────────────

4. OBLIGATIONS OF EACH PARTY

   In connection with the Purpose, each Party may disclose
   Confidential Information to the other. The Party receiving
   Confidential Information (the "Receiving Party") shall:
      (a) hold the Disclosing Party's Confidential Information in
      strict confidence,
      (b) use it solely for the Purpose,
      (c) not disclose it to any third party except as expressly
      permitted below, and
      (d) protect it with at least the same degree of care it uses
      for its own confidential information, and no less than
      reasonable care.

────────────────────────────────────────────────────────────

5. PERMITTED DISCLOSURES

   The Receiving Party may disclose Confidential Information only to:
   the Receiving Party's employees, subcontractors, and professional
   advisors (including attorneys and accountants) who have a genuine
   need to know the information for the Purpose, and who are bound
   by confidentiality obligations at least as protective as those in
   this Agreement. The Receiving Party remains responsible for any
   disclosure by a person it allows to receive Confidential
   Information.

────────────────────────────────────────────────────────────

6. COMPELLED DISCLOSURE

   If the Receiving Party is required by law, regulation, or a valid
   order of a court or other governmental authority to disclose any
   Confidential Information, it may do so, provided that (where
   legally permitted) it gives the Disclosing Party prompt written
   notice, reasonably cooperates (at the Disclosing Party's expense)
   with any effort to seek protective treatment, and discloses only
   the portion of the Confidential Information that is legally
   required.

────────────────────────────────────────────────────────────

7. TERM AND SURVIVAL

   This Agreement takes effect on November 6, 2026 and continues for
   two (2) years (the "Term"), unless terminated earlier by either
   Party upon written notice. The confidentiality obligations in
   this Agreement survive the end of the Term for 3 (three) years
   with respect to Confidential Information disclosed during the
   Term.

────────────────────────────────────────────────────────────

8. NO LICENCE; NO WARRANTY

   All Confidential Information remains the property of the
   Disclosing Party. Nothing in this Agreement grants the Receiving
   Party any licence or other right to the Disclosing Party's
   intellectual property. All Confidential Information is provided
   "as is," without any warranty as to its accuracy or completeness.

────────────────────────────────────────────────────────────

9. REMEDIES

   Because a breach of this Agreement may cause irreparable harm for
   which monetary damages would be an inadequate remedy, the
   Disclosing Party is entitled to seek equitable relief, including
   injunction and specific performance, in addition to all other
   remedies available at law or in equity, without the requirement
   of posting a bond or other security. The Disclosing Party is
   further entitled to recover its reasonable attorneys' fees and
   costs incurred in enforcing this Agreement against the Party in
   breach.

────────────────────────────────────────────────────────────

10. GOVERNING LAW

   This Agreement is governed by and construed in accordance with
   the laws of the State of Texas, without regard to its conflict of
   law principles.

────────────────────────────────────────────────────────────

11. GENERAL PROVISIONS

   This Agreement is the entire agreement between the Parties
   concerning its subject matter and supersedes all prior
   discussions. It may be amended only in a writing signed by both
   Parties. If any provision is found unenforceable, the remainder
   stays in effect. Neither party may assign this Agreement without
   the other's written consent. This Agreement protects each Party's
   Confidential Information.

============================================================

SIGNATURES

By signing below, the Parties agree to the terms of this Agreement.


Party A (Consultant):

  ______________________________        Date: __________
  Name: Sarah Chen
  Title: Founder & Principal Consultant


Party B (Client):

  ______________________________        Date: __________
  Name: Marcus Rodriguez
  Title: VP of Sales


────────────────────────────────────────────────────────────
This is a template generated by Consulting.me for general use. It is
not legal advice. Have a qualified attorney review before signing.
Tailor the clauses to your jurisdiction and engagement specifics.

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NDA Anatomy

The 8 parts of a consulting NDA that actually protect you

The generator above builds all eight parts automatically. Here's what each one does and why it matters.

1

Agreement type & parties

Mutual (both sides disclose) or one-way (only one side discloses) — matched to the real direction of the information, with full legal names for both entities. The wrong type is the most common drafting error: a one-way NDA leaves your own frameworks completely unprotected in an engagement where you shared them.

2

Purpose

The stated reason information is being exchanged — and the boundary on how it may be used. “To evaluate and perform the engagement” is standard; “any lawful business purpose” hands the receiving party a blank check. Use is confined to the purpose, so a narrow purpose is your friend.

3

Definition of confidential information

The heart of the agreement. A good definition covers information in any medium that's marked confidential or that a reasonable person would understand to be confidential, then lists the categories — business plans, financials, customer lists, code, data, methodologies. “Everything the parties discuss” is enforceable in theory and useless in practice.

4

Carve-outs

The categories that are NOT protected: public information, prior knowledge, independent development, and information lawfully received from others. Carve-outs aren't a loophole — they're what makes the rest of the agreement enforceable, and they're the first thing a reviewer checks.

5

Obligations & permitted disclosures

Strict confidence, use only for the purpose, and disclosure limited to employees, subcontractors, and professional advisors on a need-to-know basis who are themselves bound by equal confidentiality — with you responsible for their leaks. Plus a compelled-disclosure clause for legal process: notice first, minimum disclosure only.

6

Term & survival

Two different clocks: the term of the exchange (1–3 years is typical) and the survival period after it ends (2–5 years, with 3 the market standard). Perpetual confidentiality reads as overreach, is disfavored in several states, and slows signing more than it protects.

7

Remedies

The clause that makes the NDA worth the paper: acknowledgment that a leak causes irreparable harm, so the disclosing party can seek injunctive relief and specific performance without posting a bond, plus recovery of attorneys' fees. Without it you're left proving damages for information you can't un-leak.

8

Governing law & general provisions

Your state's law, entire-agreement (merger), amendment-in-writing, severability, and no-assignment. Boring, one paragraph each, and exactly what a client's legal team expects to see — which is what gets your NDA signed in a day instead of negotiated for a month.

Carve-Outs, Explained

The 4 carve-outs every consulting NDA needs

Carve-outs feel like they weaken an NDA — they do the opposite. They fence off what genuinely can't be protected, which keeps the rest of the agreement precise and enforceable. The generator above includes all four by default.

1

Publicly available information

Information that is already public, or later becomes public through no fault of the receiving party. If a client's funding round is covered in TechCrunch, that coverage is not a breach — and no NDA can undo it. Deleting this carve-out doesn't protect public facts; it just makes the agreement look amateur.

2

Previously known information

Information the receiving party can show it lawfully knew before the NDA, free of any confidentiality duty. This is the carve-out that stops a client from claiming you're in breach for using skills and market knowledge you already had — the actual substance of your consulting value.

3

Independently developed information

Information the receiving party developed on its own, without using or referencing the other side's confidential information. The word that matters is “demonstrate” — keep dated notes on your own framework work; if a dispute ever arises, contemporaneous records are what prove independent development.

4

Information received from a third party

Information lawfully received from someone else who was free to disclose it and owed no confidentiality. Markets are small and vendors talk; if a pricing benchmark reaches you through a legitimate channel, a well-drafted NDA doesn't treat that as stolen goods.

The fifth cousin: compelled disclosure. A court order or regulator can force disclosure regardless of any NDA — so a well-drafted agreement requires prompt notice (where legally permitted), cooperation in seeking protective treatment, and disclosure of the minimum the law actually requires. Your generated NDA handles this in its own clause automatically.

Common Mistakes

6 NDA mistakes that cost first-time consultants real money

Every one of these shows up in the wild — usually in the consultant's first year. The generator above defaults away from all six.

✕

1. Using a one-way NDA in a two-way engagement

Most consulting engagements are two-way: you receive the client's data, and they see your frameworks, benchmarks, and playbooks. Signing a one-way NDA that only protects the client's information leaves your actual product — your methodology — completely unprotected. Default to mutual; choose one-way only when information genuinely flows one direction.

✕

2. Defining confidential information as “everything”

"All information disclosed in any form" sounds maximal but fails in practice — it swallows public and prior knowledge, reads as overbroad to courts, and slows signing. A strong definition names the categories (business plans, financials, customer lists, code, data, methodologies) and adds the reasonable-person test for anything unmarked.

✕

3. Deleting the carve-outs to look tougher

Some first-time consultants uncheck every exclusion, thinking it strengthens the deal. It does the opposite: an agreement with no carve-outs is technically breached by ordinary work, invites the other side's lawyers to redline everything, and is the single fastest way to lose a signing-ready document in legal review.

✕

4. Perpetual confidentiality obligations

"Shall remain confidential forever" is disfavored in several US states and reads as overreach everywhere. Market standard is a 2–5 year survival period after the agreement ends. For genuine trade secrets, the law already protects them indefinitely — an NDA doesn't need to try to.

✕

5. No injunctive-relief clause

Once information is out, you can't un-leak it, and proving dollar damages is nearly impossible. The remedies clause — irreparable harm, injunctive relief without bond, fee recovery — is what makes an NDA worth having. A consultant who signs an NDA limiting the client to “damages only” has signed a fence with no gate.

✕

6. Signing the client's NDA without reading it

Corporate NDAs are drafted by the client's lawyers, for the client. Watch for smuggled-in non-competes, non-solicits, unlimited liability, one-sided attorney-fee provisions, and residuals clauses (which let the client use anything you share “retained in memory"). This generator gives you the consultant-side baseline to negotiate from — or to send instead.

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FAQ

Consulting NDA questions, answered

Yes. The NDA builder is completely free — pick mutual or one-way, fill in your details, and watch the formatted agreement build live in the preview. No signup, no credit card, no watermarks. You only enter an email address to unlock copying the text or downloading the formatted HTML file. No subscription, ever.

Your NDA is ready. Now get the clients to sign it.

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