01
Introduce a reference first
Start with your practice, a project reference and a general scope. Avoid confidential client details until the sharing arrangements are agreed.
PROFESSIONAL PARTNERS / CLIENT & PROJECT PROTECTION
Clarity before confidential information.
Understand the steps for introducing a project and agreeing the boundaries of a protected collaboration.
02
Request a review
A registration email is a request, not automatic acceptance, exclusivity or protection. The team needs to review the relevant project and scope.
03
Confirm the terms in writing
Agree client ownership, contacts, scope, protection period, confidentiality and non-circumvention arrangements before relying on the protected relationship.
YOUR NEXT STEP