Template:Confi purpose

Why are the parties sharing the information in the first place? Typically, you’ll want to restrict use of the information to matters relevant to the project. This is likely to be defined as the “Purpose” or the “Project”. Expect to see this kind of definition, and this is somewhere you can let your sales guy go wild.

“So, legal eagles, what should I put for the “Purpose”?”
“I dunno, you tell me. What’s the project?”
“Um — well, looking at a sample portfolio to put some pricing together with a view to pitching a PB service.”
“Okay, so put that.”
“What?”
“Put that.”
“Just, that?”
“Sure.”
“Like, “looking at a sample portfolio to put some pricing together with a view to pitching a PB service”?”
“Yip.”

Sales will go away happy, any quietly believing he could have been a lawyer. And you know what? He probably could have.