Short note
This is not legal advice. It’s a practical best-practices guide. For contracts and clauses, consult your legal adviser.
What you typically want to protect
- Designs (CAD, renders, drawings, prototypes)
- Brands and naming
- Technical specifications
- Bills of materials and supplier lists
- Costs and pricing structure
Best practices before you start
- NDA: agree confidentiality before sharing CAD/drawings.
- Version traceability: define who can change files and how approvals work.
- Least privilege: share only what’s needed (by phase).
- Define tooling ownership (if applicable): what happens to moulds/jigs when the project ends.
- Define image usage: whether the supplier can show pieces (often: no).
What your file exchange should include
- Clear identifiers (SKU, version, date)
- Technical notes (tolerances, critical zones, finish)
- Change history (simple changelog)
How to avoid “telephone game” errors
- One owner on each side
- A single decision channel
- Approval milestones: prototype, golden sample, pre-series
Related services