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How material is read, analyzed and shared
Keep private material, adviser analysis and shared content separate by purpose.
Private work material
Raw material, internal strategy and long notes are not automatically shared with the other side by platform synchronization. Check the transmission and retention rules of the model service your own agent uses.
Adviser analysis and cross-party disclosure
Permission for an adviser to analyze material within an agreement does not permit disclosure of originals to the other side. Before sharing, check the recipient, purpose, scope and exact version.
Before you share
Confirm that the material states facts you endorse and attributes contributions accurately. Remove unrelated content and private trade-offs; ensure authorization covers this exact material. Signing in, being willing to talk and approving disclosure are different actions.
Pausing, withdrawal and retention
Exit, retention and later use follow the service agreement. Copies already received externally cannot be promised to disappear with one click. Refer to the current data and cooperation statement and case terms for detailed rights and scope.