AdvancedIntellectual PropertyFree prompt

Trade Secret and Confidential Information Protection Policy

Create an internal policy for protecting confidential information and trade secrets, with technical, organizational, and legal safeguards.

Protect trade secrets (formulas, processes, algorithms, customer lists) from leakage, misuse, and unfair competition.

At a glance

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Prompt objective

Protect trade secrets (formulas, processes, algorithms, customer lists) from leakage, misuse, and unfair competition.

Real use case

BioFarma Ingredientes, a pharmaceutical ingredient manufacturer in Campinas with 12 proprietary formulas, lost 15% market share after a former R&D manager took technical documents to a competitor, and the company could not prove adequate legal protection in court.

Customize these fields first

COMPANY NAMEINDUSTRYNUMBERFORMULAS / ALGORITHMS / PROCESSES / RECIPESCUSTOMER LISTS / PRICING DATA / STRATEGIESSOURCE CODE / KNOW-HOW / PROPRIETARY METHODOLOGIES

Replace the placeholders with your own context before you run the prompt. That usually improves the first output more than adding more instructions later.

Prompt

Draft a trade secret protection policy for [COMPANY NAME], in the [INDUSTRY] sector, which holds [NUMBER] confidential information assets.\\\\\\\\n\\\\\\\\n**Assets to protect (examples):**\\\\\\\\n- [FORMULAS / ALGORITHMS / PROCESSES / RECIPES]\\\\\\\\n- [CUSTOMER LISTS / PRICING DATA / STRATEGIES]\\\\\\\\n- [SOURCE CODE / KNOW-HOW / PROPRIETARY METHODOLOGIES]\\\\\\\\n\\\\\\\\n**Policy Structure:**\\\\\\\\n\\\\\\\\n1) **Information Classification**:\\\\\\\\n   - Levels: Public → Internal → Confidential → Highly Confidential (Trade Secret)\\\\\\\\n   - Classification criteria by information type\\\\\\\\n   - Responsible party for classification (information owner)\\\\\\\\n   - Labeling: how to mark documents and files\\\\\\\\n   - Reclassification and declassification: process and authority\\\\\\\\n\\\\\\\\n2) **Trade Secret Identification and Inventory**:\\\\\\\\n   - Formal registry of each trade secret\\\\\\\\n   - Fields: description, classification level, estimated economic value, custodian, protection measures\\\\\\\\n   - Annual inventory review\\\\\\\\n\\\\\\\\n3) **Organizational Measures**:\\\\\\\\n   - Access policy: need-to-know basis\\\\\\\\n   - Mandatory contractual clauses:\\\\\\\\n     - NDA for all employees, third parties, and visitors\\\\\\\\n     - Non-compete clause (within labor law limits)\\\\\\\\n     - Invention and creation assignment clause\\\\\\\\n   - Onboarding process: acknowledgment of confidentiality obligations\\\\\\\\n   - Offboarding process: exit interview, return of materials, obligation reminders\\\\\\\\n\\\\\\\\n4) **Technical Measures**:\\\\\\\\n   - Logical access control (ACL by classification level)\\\\\\\\n   - Document encryption for confidential files\\\\\\\\n   - DLP (Data Loss Prevention): data exfiltration monitoring\\\\\\\\n   - USB and personal cloud blocking\\\\\\\\n   - Forensic marking (document fingerprinting)\\\\\\\\n   - Secure backup with restricted access\\\\\\\\n   - Clean desk and clean screen policy\\\\\\\\n\\\\\\\\n5) **Physical Measures**:\\\\\\\\n   - Restricted areas: laboratories, R&D rooms, data centers\\\\\\\\n   - Physical access control (biometrics, ID badges)\\\\\\\\n   - CCTV in critical areas\\\\\\\\n   - Secure document destruction (shredder level P-5+)\\\\\\\\n\\\\\\\\n6) **Monitoring and Detection**:\\\\\\\\n   - Leak indicators (abnormal downloads, off-hours access)\\\\\\\\n   - Periodic access audits\\\\\\\\n   - Monitoring of former employees at competitors (LinkedIn, market)\\\\\\\\n\\\\\\\\n7) **Response to Violations**:\\\\\\\\n   - Internal investigation procedure\\\\\\\\n   - Legal remedies: unfair competition claim (Industrial Property Law Art. 195), emergency injunctive relief\\\\\\\\n   - Cease and desist notification: template\\\\\\\\n   - Police report (Industrial Property Law Art. 195, XI and XII): when to file\\\\\\\\n\\\\\\\\n8) **Training and Culture**:\\\\\\\\n   - Awareness program by organizational level\\\\\\\\n   - Periodic campaigns\\\\\\\\n   - Social engineering tests (simulated phishing)\\\\\\\\n\\\\\\\\nBase this on the Industrial Property Law (9.279/1996, Arts. 195 and 206), Software Law (9.609/1998), Data Protection Law, Labor Law, and reference to the TRIPS Agreement.

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How to use this prompt

  1. 1Replace the key placeholders first: COMPANY NAME, INDUSTRY, NUMBER, FORMULAS / ALGORITHMS / PROCESSES / RECIPES.
  2. 2Replace any bracketed placeholders like [this] with your own context.
  3. 3Add extra background information when you want more tailored results.
  4. 4Combine multiple prompts in one conversation when you need a richer output.
  5. 5Save your best-performing prompts so they are easy to reuse later.

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