Non-Disclosure Agreement - Mutual (Arizona)
ARIZONA MUTUAL NDA PREPARATION PACKET
Important Use Gate
This packet is not an agreement and creates no confidentiality, use, security, ownership, payment, indemnity, dispute, or remedy obligation. Do not ask the project parties to sign it.
Use it to collect balanced instructions for an Arizona attorney who will select current authority and prepare the executable mutual NDA. Do not import a statutory definition, fixed deadline, automatic remedy, employee notice, or dispute clause from another state or an older form.
Arizona relationship and information gate
| Arizona review item | Completed record |
|---|---|
| Parties, affiliates, signers, locations, relationship, and permitted purpose | [________________________________] |
| Technical, commercial, software, source-code, personal, regulated, government, litigation, or other information | [________________________________] |
| Employee, applicant, contractor, consultant, vendor, customer, transaction, joint-development, or due-diligence context | [________________________________] |
| Trade-secret qualification, existing controls, ownership, third-party rights, and proof | [________________________________] |
| Required or protected reports, government contacts, attorney communications, labor activity, and sealed filings | [________________________________] |
| Security, incident, access, return, deletion, backup, retention, and duration instructions | [________________________________] |
| Remedy, injunction, security, fee, damages, indemnity, cap, insurance, forum, arbitration, and jury selections | [________________________________] |
| Arizona counsel approving the executable NDA | [________________________________] |
1. Packet Control
| Item | Entry |
|---|---|
| Matter or project | [________________________________] |
| Prepared by | [________________________________] |
| Preparation date | [__/__/____] |
| Proposed NDA date | [__/__/____] |
| Arizona attorney | [________________________________] |
| Attorney contact | [________________________________] |
| Target signing date | [__/__/____] |
| Draft version reviewed | [________________________________] |
2. Parties and Relationship
| Party | Legal name | Entity type and jurisdiction | Address | Authorized signer | Authority evidence |
|---|---|---|---|---|---|
| Party A | [________] | [________] | [________] | [________] | [________] |
| Party B | [________] | [________] | [________] | [________] | [________] |
Select every relevant relationship for counsel review:
- ☐ Prospective transaction
- ☐ Customer or vendor relationship
- ☐ Professional services
- ☐ Joint development or research
- ☐ Licensing discussion
- ☐ Due diligence or financing
- ☐ Employment or applicant relationship
- ☐ Independent-contractor or consulting work
- ☐ Government, litigation, or investigation context
- ☐ Other: [________________________________]
Relationship-specific law, notice, or separate agreement required: [____________________________________________________________]
3. Mutual Purpose and Disclosure Boundaries
- Permitted purpose: [____________________________________________________________]
- Disclosure start date: [__/__/____]
- Expected project end: [__/__/____]
- Approved disclosure channels: [________________________________]
- Approved systems and locations: [________________________________]
- Approved geographic access: [________________________________]
- Disclosures before signing to address: [________________________________]
- Affiliate or third-party disclosures to address: [________________________________]
- Information neither party should disclose: [________________________________]
4. Information Register
Identify each party's information separately. Mutual form language should not hide different sensitivity, ownership, marking, or control needs.
| Disclosing party | Category | Specific description | Owner or source | Existing controls | Proposed marking | Include? |
|---|---|---|---|---|---|---|
| [A / B] | Technical | [________] | [________] | [________] | [________] | ☐ |
| [A / B] | Software or source material | [________] | [________] | [________] | [________] | ☐ |
| [A / B] | Financial or pricing | [________] | [________] | [________] | [________] | ☐ |
| [A / B] | Customer or supplier | [________] | [________] | [________] | [________] | ☐ |
| [A / B] | Strategy or transaction | [________] | [________] | [________] | [________] | ☐ |
| [A / B] | Personal or regulated data | [________] | [________] | [________] | [________] | ☐ |
| [A / B] | Oral, visual, or physical material | [________] | [________] | [________] | [________] | ☐ |
| [A / B] | Other | [________] | [________] | [________] | [________] | ☐ |
Trade-Secret Analysis for Counsel
| Party and category | Current primary authority | Required elements | Supporting facts and controls | Gap or contrary fact | Counsel conclusion |
|---|---|---|---|---|---|
| [________] | [CITATION] | [STANDARD] | [FACTS] | [GAP] | [________] |
The executable NDA should distinguish contract-defined confidential information from information that independently qualifies for any statutory remedy.
5. Exclusions and Proof
| Proposed exclusion | Proof method | Required date or record | Applies equally? | Counsel revision |
|---|---|---|---|---|
| Prior lawful possession | [________] | [________] | [YES / NO] | [________] |
| Public availability without covered conduct | [________] | [________] | [YES / NO] | [________] |
| Lawful third-party receipt | [________] | [________] | [YES / NO] | [________] |
| Independent development | [________] | [________] | [YES / NO] | [________] |
| Written release | [________] | [________] | [YES / NO] | [________] |
| Other | [________] | [________] | [YES / NO] | [________] |
6. Authorized People and Responsibility
| Party | Person or group | Need to know | Information allowed | Existing duty | Approval owner |
|---|---|---|---|---|---|
| [A / B] | [________] | [________] | [________] | [________] | [________] |
- Approval process for additional people: [________________________________]
- Contractor and adviser flow-down process: [________________________________]
- Responsibility for an authorized person's conduct: [________________________________]
- Removal or offboarding process: [________________________________]
- Access-review frequency: [________________________________]
7. Use, Copying, and Technical Activity
| Activity | Party A receiving | Party B receiving | Conditions or limits |
|---|---|---|---|
| Internal evaluation | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
| Testing or benchmarking | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
| Copying or download | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
| Modification or derivative work | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
| Reverse engineering or analysis | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
| Model training or automated analysis | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
| External adviser review | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
| Publication or publicity | ☐ Yes ☐ No | ☐ Yes ☐ No | [________________________________] |
8. Ownership and Transaction Status
| Topic | Party A instruction | Party B instruction | Counsel-approved result |
|---|---|---|---|
| Existing ownership | [________] | [________] | [________] |
| Limited purpose permission | [________] | [________] | [________] |
| Feedback and improvements | [________] | [________] | [________] |
| Inventions and derivative material | [________] | [________] | [________] |
| Third-party rights | [________] | [________] | [________] |
| Accuracy and warranty treatment | [________] | [________] | [________] |
| Commitment to transact | [________] | [________] | [________] |
This packet does not allocate ownership, grant a license, warrant information, or require either party to proceed with a transaction.
9. Security and Incident Schedule
| Control | Party A requirement | Party B requirement | Evidence and review date |
|---|---|---|---|
| Identity and access | [________] | [________] | [________] |
| Authentication | [________] | [________] | [________] |
| Encryption | [________] | [________] | [________] |
| Storage and backup | [________] | [________] | [________] |
| Transmission | [________] | [________] | [________] |
| Copy and export controls | [________] | [________] | [________] |
| Personnel and vendor controls | [________] | [________] | [________] |
| Logging and monitoring | [________] | [________] | [________] |
| Retention and deletion | [________] | [________] | [________] |
Incident Instructions
- Covered events: [________________________________]
- Notice trigger: [________________________________]
- Proposed notice period for counsel review: [________________________________]
- Notice recipient and method: [________________________________]
- Containment and evidence-preservation process: [________________________________]
- Forensic, privilege, customer, regulator, and insurer coordination: [________________________________]
- Cost allocation: [________________________________]
10. Required and Protected Communications
| Scenario | Current authority or order | Notice permitted? | Disclosure process | Counsel language |
|---|---|---|---|---|
| Legal process | [________] | [________] | [________] | [________] |
| Government request or investigation | [________] | [________] | [________] | [________] |
| Report of suspected misconduct | [________] | [________] | [________] | [________] |
| Attorney communication or sealed filing | [________] | [________] | [________] | [________] |
| Employee, contractor, or labor communication | [________] | [________] | [________] | [________] |
| Other protected or required activity | [________] | [________] | [________] | [________] |
Separate relationship-specific notice or acknowledgment required: [YES / NO / UNRESOLVED]
11. Return, Destruction, Retention, and Duration
| Topic | Party A information | Party B information | Counsel-approved term |
|---|---|---|---|
| Return or deletion trigger | [________] | [________] | [________] |
| Completion period | [________] | [________] | [________] |
| Certification method | [________] | [________] | [________] |
| Backup and legal-hold treatment | [________] | [________] | [________] |
| Required retained copies | [________] | [________] | [________] |
| Contract confidentiality duration | [________] | [________] | [________] |
| Trade-secret treatment | [________] | [________] | [________] |
| Agreement termination | [________] | [________] | [________] |
Do not use a contractual duration statement to declare that information qualifies as a trade secret or that a statutory period has been changed.
12. Regulated-Information Gate
| Information or obligation | Owner or regulator | Governing source or agreement | Required addendum or control | Reviewer |
|---|---|---|---|---|
| Personal information | [________] | [________] | [________] | [________] |
| Health information | [________] | [________] | [________] | [________] |
| Financial or payment information | [________] | [________] | [________] | [________] |
| Export-controlled information | [________] | [________] | [________] | [________] |
| Government information | [________] | [________] | [________] | [________] |
| Source code or credentials | [________] | [________] | [________] | [________] |
| Litigation or investigation material | [________] | [________] | [________] | [________] |
13. Remedies and Risk Allocation
This packet does not promise an injunction, presume irreparable harm, waive security or bond, award damages, shift fees, impose indemnity, exclude damages, or limit liability.
| Issue | Business instruction | Current authority or constraint | Counsel-approved language or exhibit |
|---|---|---|---|
| Contract damages | [________] | [________] | [________] |
| Statutory remedies | [________] | [________] | [________] |
| Equitable relief procedure | [________] | [________] | [________] |
| Notice and cure | [________] | [________] | [________] |
| Direct-damage limit | [NONE / AMOUNT / FORMULA] | [________] | [________] |
| Consequential-damage treatment | [________] | [________] | [________] |
| Indemnity and defense | [NONE / PROPOSED SCOPE] | [________] | [________] |
| Insurance | [NONE / TYPES / LIMITS] | [________] | [________] |
| Contract fee allocation | [NONE / PROPOSED TERM] | [________] | [________] |
14. Dispute Schedule
| Issue | Selection for counsel review |
|---|---|
| Governing law | [ARIZONA / OTHER AFTER ANALYSIS] |
| Court forum and venue | [________________________________] |
| Arbitration | ☐ None ☐ Separately drafted clause requested |
| Administrator, rules, and seat | [________________________________] |
| Emergency court relief during arbitration | [________________________________] |
| Jury-trial provision | ☐ None ☐ Separately reviewed clause requested |
| Confidentiality of dispute material | [________________________________] |
| Pre-suit notice or meeting | [________________________________] |
| Fee and cost allocation | [________________________________] |
No arbitration, exclusive forum, jury waiver, bond waiver, fee shift, or dispute-confidentiality term applies merely because it appears as an option in this packet.
15. General-Term Instructions
| Topic | Mutual instruction | Difference between parties | Counsel-approved result |
|---|---|---|---|
| Notices and effective receipt | [________] | [________] | [________] |
| Assignment and change of control | [________] | [________] | [________] |
| Affiliate participation | [________] | [________] | [________] |
| Amendment and waiver | [________] | [________] | [________] |
| Severability or reformation | [________] | [________] | [________] |
| Entire agreement and priority | [________] | [________] | [________] |
| Counterparts and signature method | [________] | [________] | [________] |
| Publicity and names or marks | [________] | [________] | [________] |
16. Counsel Completion Record
☐ The correct parties, signers, roles, and relationship are identified.
☐ The mutual purpose and each party's actual information categories are specific.
☐ Contract confidential information is separated from any statutory trade-secret analysis.
☐ Every retained definition, protected-communication provision, deadline, limitation, and remedy is grounded in current authority.
☐ Employment, contractor, invention, nonsolicitation, noncompetition, and regulated-data issues are separately classified.
☐ Security, incident, return, deletion, backup, retention, and duration terms match actual systems and duties.
☐ Indemnity, insurance, liability limits, damages exclusions, fees, cure, and equitable relief are consciously selected and coordinated.
☐ Governing law, forum, venue, arbitration, jury, confidentiality, and interim-relief terms are separately reviewed.
☐ No unresolved instruction, blank selection, internal note, or alternative remains in the executable NDA.
- Reviewing attorney: [________________________________]
- Arizona bar number: [________________________________]
- Review date: [__/__/____]
- Approved NDA version: [________________________________]
- Remaining conditions before signing: [________________________________]
End of preparation packet. Do not add party signatures to this packet.
About this template
- Last updated
- August 30, 2026
- Citations checked
- August 30, 2026
- Jurisdiction
- Arizona
- Category
- Contracts & Agreements
A contract is a written record of what two or more parties agreed to and what happens if someone does not follow through. Clear language, defined terms, and clean signature blocks keep disputes small and enforceable. The most common mistakes in contracts come from vague promises, missing details about timing or payment, and skipping standard protective clauses like governing law and dispute resolution.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on August 30, 2026.
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