Policy · Competition & Consumer Law
US clean team and information exchange protocol
A company protocol for who may see a competitor's information during a transaction or a collaboration. It does not decide that an exchange is lawful.
- Kind
- Policy. A policy or procedure for a firm or client.
- Where it applies
- United States
- AI use
- Yellow You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at
- 22 October 2026
- Status
- Maintained. Checked on 22 October 2026 against the authority it cites, for United States.
- Version
- 1
- Source
- Written for this library
When to use it
Use when competitor information has to be logged and walled off during a deal or a joint project. Do not use it as a cartel clearance or as a filing.
Used for these tasks
- Extract competitor contacts and meeting notes into a clean-team log
- Build an information-exchange and concerted-practices screen
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
Yellow: the lawyer names the clean team and the permitted purpose before any information is shared.
AI may
- Set blanks for members, the permitted purpose, and the log of what was received.
- State that the information is not used to set the company's own prices or bids.
- Require the lawyer's approval before a member is added.
AI must not
- Do not decide that sharing the information complies with section 1.
- Do not list categories of information that are always safe to exchange.
- Do not write a joint defence or common interest agreement.
The lawyer checks
- Name the people who may see the information, and why each person needs it.
- Decide what is returned or destroyed at the end.
- If the arrangement is with a competitor, screen it under the compliance policy before this protocol is signed.
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is available after you log in. It is free. When you log in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
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