information-sharing-clean-team-review

# Information Sharing Clean Team Review ## Purpose Review a proposed exchange of competitively sensitive information between actual or potential competitors — in M&A diligence, a JV, benchmarking, a trade association, or a supply negotiation — item by item. Each information item is inventoried with its granularity, age, frequency, recipients, and purpose; flagged high/medium/low sensitivity with a descriptive rationale; and tested against the clean-team design, control gaps, and carryover/spillover risks. The output is a **draft for attorney review**: the skill never authorizes any exchange and never concludes an exchange is lawful. ## Use When - An M&A counterparty's diligence request list asks for current pricing, customer-level, or capacity data and the deal team wants to know what can go into the data room. - A clean-team agreement is being set up — or is already operating — and its membership, NDA scope, segregation, and carryover restrictions need testing. - A proposed JV or collaboration includes data-sharing annexes that would put competitor data into the parties' hands. - A benchmarking exercise, industry survey, or shared vendor/consultant would pool competitively sensitive inputs from competing companies. - A supplier-customer negotiation between parties who also compete drifts into requests for cost, capacity, or wage data. - Counsel asks which proposed data items are high-sensitivity and what controls the exchange currently lacks. ## Required Inputs - **Jur...