Homepage Blank Protective Order Western District Of Texas Form
Outline

When navigating the complexities of legal proceedings, understanding the Protective Order for the Western District of Texas is crucial for both plaintiffs and defendants. This form serves as a vital tool to safeguard sensitive information during litigation. It outlines the parameters for what constitutes "Classified Information," which can include documents, deposition details, and even interrogatory answers marked as “Confidential,” “For Counsel Only,” or “Attorneys Eyes Only.” The form also delineates who qualifies as a “Qualified Person,” such as attorneys, their staff, and certain experts, ensuring that sensitive information is shared only with those who have agreed to maintain confidentiality. Furthermore, it sets forth clear criteria for designating information as classified, emphasizing that only genuinely confidential data should be labeled as such. The order stipulates how classified information should be used, marked, and disclosed, providing a structured approach to handling sensitive materials. In the event of unintentional disclosures, the form allows for a process to retroactively classify documents, thus maintaining the integrity of the information shared throughout the litigation process. Overall, this Protective Order is not just a formality; it is a critical framework that protects the interests of all parties involved in legal disputes.

Sample - Protective Order Western District Of Texas Form

IN THE UNITED STATES DISTRICT COURT

FOR THE WESTERN DISTRICT OF TEXAS

 

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Plaintiff

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v.

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CIVIL ACTION NO.

 

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Defendant

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CONFIDENTIALITY AND PROTECTIVE ORDER

Before the court is the joint motion of the parties for the entry of a confidentiality and

protective order (“Protective Order”). After careful consideration, it is hereby ORDERED as

follows:

1.Classified Information

“Classified Information” means any information of any type, kind, or character that is

designated as “Confidential”, “For Counsel Only”, or “Attorneys Eyes Only” by any of the

supplying or receiving persons, whether it be a document, information contained in a document,

information revealed during a deposition, information revealed in an interrogatory answer, or

otherwise.

2.Qualified Persons

“Qualified Persons” means:

a.For Counsel or Attorneys Only information:

i.retained counsel for the parties in this litigation and their respective staff;

ii.actual or potential independent experts or consultants (and their administrative or clerical staff) engaged in connection with this litigation (which shall not include the current employees, officers, members, or agents of parties or affiliates of parties) who, prior to any disclosure of Classified Information to such person, have signed a document agreeing to

be bound by the terms of this Protective Order (such signed document to be maintained by the [attorney] retaining such person) and have been

designated in writing by notice to all counsel;

iii.this court and its staff and any other tribunal or dispute resolution officer duly appointed or assigned in connection with this litigation.

b. For Confidential information:

i.the persons identified in subparagraph 2(a);

ii.the party, if a natural person;

iii.if the party is an entity, such officers or employees of the party who are actively involved in the prosecution or defense of this case who, prior to any disclosure of Confidential information to such person, have been designated in writing by notice to all counsel and have signed a document agreeing to be bound by the terms of this Protective Order (such signed document to be maintained by the attorney designating such person);

iv.litigation vendors, court reporters, and other litigation support personnel;

v.any person who was an author, addressee, or intended or authorized recipient of the Confidential information and who agrees to keep the information confidential, provided that such persons may see and use the Confidential information but not retain a copy.

c.Such other person as this court may designate after notice and an opportunity to

be heard.

3.Designation Criteria

a.Nonclassified Information. Classified Information shall not include information

that either:

i.is in the public domain at the time of disclosure, as evidenced by a written document;

ii.becomes part of the public domain through no fault of the recipient, as evidenced by a written document;

iii.the receiving party can show by written document was in its rightful and lawful possession at the time of disclosure; or

iv.lawfully comes into the recipient’s possession subsequent to the time of disclosure from another source without restriction as to disclosure, provided such third party has the right to make the disclosure to the receiving party.

b.Classified Information. A party shall designate as Classified Information only

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such information that the party in good faith believes in fact is confidential. Information that is generally available to the public, such as public filings, catalogues, advertising materials, and the like, shall not be designated as Classified.

Information and documents that may be designated as Classified Information include, but are not limited to, trade secrets, confidential or proprietary financial information, operational data, business plans, and competitive analyses, personnel files, personal information that is protected by law, and other sensitive information that, if not restricted as set forth in this order, may subject the producing or disclosing person to competitive or financial injury or potential legal liability to third parties.

Correspondence and other communications between the parties or with nonparties may be designated as Classified Information if the communication was made with the understanding or reasonable expectation that the information would not become generally available to the public.

c.For Counsel or Attorneys Only. The designation “For Counsel Only” or “Attorneys Eyes Only” shall be reserved for information that is believed to be unknown to the opposing party or parties, or any of the employees of a corporate party. For purposes of this order, so-designated information includes, but is not limited to, product formula information, design information, non-public financial information, pricing information, customer identification data, and certain study methodologies.

d.Ultrasensitive Information. At this point, the parties do not anticipate the need for higher levels of confidentiality as to ultrasensitive documents or information. However, in the event that a court orders that ultrasensitive documents or information be produced, the parties will negotiate and ask the court to enter an ultrasensitive information protocol in advance of production to further protect such information.

4.

Use of Classified Information

 

All

Classified Information provided by

any party or nonparty in the course of this

 

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litigation shall be used solely for the purpose of preparation, trial, and appeal of this litigation and for no other purpose, and shall not be disclosed except in accordance with the terms hereof.

5.Marking of Documents

Documents provided in this litigation may be designated by the producing person or by any party as Classified Information by marking each page of the documents so designated with a stamp indicating that the information is “Confidential”, “For Counsel Only”, or “Attorneys Eyes Only”. In lieu of marking the original of a document, if the original is not provided, the designating party may mark the copies that are provided. Originals shall be preserved for inspection.

6.Disclosure at Depositions

Information disclosed at (a) the deposition of a party or one of its present or former officers, directors, employees, agents, consultants, representatives, or independent experts retained by counsel for the purpose of this litigation, or (b) the deposition of a nonparty may be designated by any party as Classified Information by indicating on the record at the deposition that the testimony is “Confidential” or “For Counsel Only” and is subject to the provisions of this Order.

Any party also may designate information disclosed at a deposition as Classified Information by notifying all parties in writing not later than 30 days of receipt of the transcript of the specific pages and lines of the transcript that should be treated as Classified Information thereafter. Each party shall attach a copy of each such written notice to the face of the transcript and each copy thereof in that party’s possession, custody, or control. All deposition transcripts shall be treated as For Counsel Only for a period of 30 days after initial receipt of the transcript.

To the extent possible, the court reporter shall segregate into separate transcripts information designated as Classified Information with blank, consecutively numbered pages being provided in a nondesignated main transcript. The separate transcript containing Classified Information shall have page numbers that correspond to the blank pages in the main transcript.

Counsel for a party or a nonparty witness[ shall] have the right to exclude from depositions

any person who is not authorized to receive Classified Information pursuant to this Protective Order, but such right of exclusion shall be applicable only during periods of examination or testimony during which Classified Information is being used or discussed.

7.Disclosure to Qualified Persons

a.To Whom. Classified Information shall not be disclosed or made available by the receiving party to persons other than Qualified Persons except as necessary to comply with applicable law or the valid order of a court of competent jurisdiction; provided, however, that in the event of a disclosure compelled by law or court order, the receiving party will so notify the producing party as promptly as practicable (if at all possible, prior to making such disclosure) and shall seek a protective order or confidential treatment of such information. Information designated as For Counsel Only shall be restricted in circulation to Qualified Persons described in subparagraph 2(a).

b.Retention of Copies During this Litigation. Copies of For Counsel Only information shall be maintained only in the offices of outside counsel for the receiving party and, to the extent supplied to experts described in subparagraph 2(a)(ii), in the offices of those experts. Any documents produced in this litigation, regardless of classification, that are provided to Qualified Persons shall be maintained only at the office of such Qualified Person and only necessary working copies of any such documents shall be made. Copies of documents and exhibits containing Classified Information may be prepared by independent copy services, printers, or illustrators for the purpose of this litigation.

c.Each party’s outside counsel shall maintain a log of all copies of For Counsel Only documents that are delivered to Qualified Persons.

8.Unintentional Disclosures

Documents unintentionally produced without designation as Classified Information later may be designated and shall be treated as Classified Information from the date written notice of the designation is provided to the receiving party.

If a receiving party learns of any unauthorized disclosure of Confidential information or

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For Counsel Only information, the party shall immediately upon learning of such disclosure inform the producing party of all pertinent facts relating to such disclosure and shall make all reasonable efforts to prevent disclosure by each unauthorized person who received such information.

9.Documents Produced for Inspection Prior to Designation

In the event documents are produced for inspection prior to designation, the documents shall be treated as For Counsel Only during inspection. At the time of copying for the receiving parties, Classified Information shall be marked prominently “Confidential”, “For Counsel Only”, or “Attorneys Eyes Only” by the producing party.

10.Consent to Disclosure and Use in Examination

Nothing in this order shall prevent disclosure beyond the terms of this order if each party designating the information as Classified Information consents to such disclosure or if the court, after notice to all affected parties and nonparties, orders such disclosure. Nor shall anything in this order prevent any counsel of record from utilizing Classified Information in the examination or cross-examination of any person who is indicated on the document as being an author, source, or recipient of the Classified Information, irrespective of which party produced such information.

11.Challenging the Designation

a.Classified Information. A party shall not be obligated to challenge the propriety of a designation of Classified Information at the time such designation is made, and a failure to do so shall not preclude a subsequent challenge to the designation. In the event that any party to this litigation disagrees at any stage of these proceedings with the designation of any information

as Classified Information, the parties shall first try to resolve the dispute in good faith on an informal basis, such as by production of redacted copies. If the dispute cannot be resolved, the objecting party may invoke this Protective Order by objecting in writing to the party who designated the document or information as Classified Information. The designating party shall then have 14 days to move the court for an order preserving the designated status of the disputed

information. The disputed information shall remain Classified Information unless and until the

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court orders otherwise. Failure to move for an order shall constitute a termination of the status of such item as Classified Information.

b.Qualified Persons. In the event that any party in good faith disagrees with the designation of a person as a Qualified Person or the disclosure of particular Classified Information to such person, the parties shall first try to resolve the dispute in good faith on an informal basis. If the dispute cannot be resolved, the objecting party shall have 14 days from the date of the designation or, in the event particular Classified Information is requested subsequent to the designation of the Qualified Person, 14 days from service of the request to move the court for an order denying the disposed person (a) status as a Qualified Person, or (b) access to particular Classified Information. The objecting person shall have the burden of demonstrating that disclosure to the disputed person would expose the objecting party to the risk of serious harm. Upon the timely filing of such a motion, no disclosure of Classified Information shall be made to the disputed person unless and until the court enters an order preserving the designation.

12.Manner of Use in Proceedings

In the event a party wishes to use any Classified Information in affidavits, declarations, briefs, memoranda of law, or other papers filed in this litigation, the party shall do one of the following: (1) with the consent of the producing party, file only a redacted copy of the information; (2) where appropriate (e.g., in connection with discovery and evidentiary motions) provide the information solely for in camera review; or (3) file such information under seal with the court consistent with the sealing requirements of the court.

13.Filing Under Seal

The clerk of this court is directed to maintain under seal all documents, transcripts of deposition testimony, answers to interrogatories, admissions, and other papers filed under seal in this litigation that have been designated, in whole or in part, as Classified Information by any party to this litigation consistent with the sealing requirements of the court.

14.Return of Documents

Not later than 120 days after conclusion of this litigation and any appeal related to it, any

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Classified Information, all reproductions of such information, and any notes, summaries, or descriptions of such information in the possession of any of the persons specified in paragraph 2 (except subparagraph 2(a)(iii)) shall be returned to the producing party or destroyed, except as this court may otherwise order or to the extent such information has been used as evidence at any trial or hearing. Notwithstanding this obligation to return or destroy information, counsel may retain attorney work product, including document indices, so long as that work product does not duplicate verbatim substantial portions of the text of any Classified Information.

15.Ongoing Obligations

Insofar as the provisions of this Protective Order, or any other protective orders entered in this litigation, restrict the communication and use of the information protected by it, such provisions shall continue to be binding after the conclusion of this litigation, except that (a) there shall be no restriction on documents that are used as exhibits in open court unless such exhibits were filed under seal, and (b) a party may seek the written permission of the producing party or order of the court with respect to dissolution or modification of this, or any other, protective order.

16.Advice to Clients

This order shall not bar any attorney in the course of rendering advice to such attorney’s client with respect to this litigation from conveying to any party client the attorney’s evaluation in a general way of Classified Information produced or exchanged under the terms of this order; provided, however, that in rendering such advice and otherwise communicating with the client, the attorney shall not disclose the specific contents of any Classified Information produced by another party if such disclosure would be contrary to the terms of this Protective Order.

17.Duty to Ensure Compliance

Any party designating any person as a Qualified Person shall have the duty to reasonably ensure that such person observes the terms of this Protective Order and shall be responsible upon breach of such duty for the failure of such person to observe the terms of this Protective Order.

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18.Waiver

Pursuant to Federal Rule of Evidence 502, neither the attorney-client privilege nor work product protection is waived by disclosure connected with this litigation.

19.Modification and Exceptions

The parties may, by stipulation, provide for exceptions to this order and any party may

seek an order of this court modifying this Protective Order.

 

 

It is SO ORDERED this

day of

, 20

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UNITED STATES DISTRICT JUDGE

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Form Information

Fact Name Description
Governing Law The Protective Order is governed by the Federal Rules of Civil Procedure, specifically Rule 26(c), which allows for protective orders to safeguard confidential information during litigation.
Purpose This Protective Order aims to protect sensitive information from public disclosure during the course of litigation in the Western District of Texas.
Classified Information Classified Information includes any information designated as “Confidential,” “For Counsel Only,” or “Attorneys Eyes Only” that may be disclosed during litigation.
Qualified Persons Qualified Persons include attorneys, their staff, independent experts, and court personnel who have signed an agreement to abide by the terms of the Protective Order.
Designation Criteria Information may only be designated as Classified if it is confidential and not publicly available, including trade secrets and sensitive business information.
Marking of Documents Documents must be clearly marked as “Confidential,” “For Counsel Only,” or “Attorneys Eyes Only” to ensure proper handling and protection.
Disclosure Limitations Classified Information can only be disclosed to Qualified Persons and is restricted to use solely for litigation purposes.
Unintentional Disclosures If documents are unintentionally produced without a designation, they can still be classified as such upon written notice to the receiving party.

Detailed Guide for Filling Out Protective Order Western District Of Texas

After completing the Protective Order form for the Western District of Texas, the next steps typically involve filing the document with the court and ensuring all parties involved are notified. It is essential to follow the specific procedures outlined by the court to ensure compliance.

  1. Begin by entering the name of the Plaintiff and Defendant in the designated fields at the top of the form.
  2. Fill in the Civil Action Number associated with the case.
  3. Provide a brief description of the Classified Information that you wish to protect. Clearly define what constitutes this information.
  4. Identify the Qualified Persons who will have access to the Classified Information. List their names and roles.
  5. Specify the criteria for designating information as Classified. Include any relevant details that justify the classification.
  6. Outline the procedures for marking documents as Classified Information. Indicate how documents should be labeled.
  7. Detail the process for handling disclosures at depositions. Include any specific instructions on how to manage sensitive information during these proceedings.
  8. List the restrictions on disclosing Classified Information to others. Clearly state who may access this information.
  9. Include provisions for the retention of copies of the Classified Information during the litigation process.
  10. Address how to handle any unintentional disclosures of information that may occur.

Obtain Answers on Protective Order Western District Of Texas

  1. What is a Protective Order in the Western District of Texas?

    A Protective Order is a legal document issued by the court to protect sensitive information during litigation. It restricts how classified information can be used and disclosed, ensuring that only authorized individuals have access to it.

  2. What types of information are covered by the Protective Order?

    The Protective Order covers various types of information designated as “Classified Information.” This includes documents, deposition transcripts, and interrogatory answers labeled as “Confidential,” “For Counsel Only,” or “Attorneys Eyes Only.”

  3. Who qualifies as a “Qualified Person” under the Protective Order?

    Qualified Persons include:

    • Retained counsel and their staff.
    • Independent experts or consultants engaged in the litigation, provided they sign a confidentiality agreement.
    • Litigation vendors and court reporters.
    • Individuals involved in the case who have been designated in writing and have agreed to maintain confidentiality.
  4. How should documents be marked to indicate they are classified?

    Documents should be stamped on each page with the designation “Confidential,” “For Counsel Only,” or “Attorneys Eyes Only.” If the original document is not available, copies can be marked instead.

  5. What are the consequences of disclosing Classified Information?

    Disclosing Classified Information to unauthorized individuals can lead to legal penalties and potential sanctions. It is crucial to adhere strictly to the terms outlined in the Protective Order to avoid such consequences.

  6. Can information be designated as Classified after it has been disclosed?

    Yes, documents that were unintentionally produced without a classification designation can later be designated as Classified Information. The receiving party must be notified in writing of this designation.

  7. How long is the confidentiality of the information maintained?

    The confidentiality of the information is maintained throughout the litigation process. For deposition transcripts, they are treated as “For Counsel Only” for 30 days after receipt, allowing time for any necessary designations.

  8. What happens if there is an unauthorized disclosure of Confidential Information?

    If unauthorized disclosure occurs, the receiving party must inform the producing party as soon as possible. This notification is crucial for addressing any potential breaches of the Protective Order.

  9. Is there a process for challenging the designation of information as Classified?

    Yes, parties can challenge the designation of information as Classified. This usually involves notifying the other party and potentially seeking a court ruling to resolve the dispute.

  10. What is the purpose of the Protective Order?

    The primary purpose of the Protective Order is to safeguard sensitive information from public disclosure during litigation. It ensures that parties can share information necessary for the case while minimizing the risk of harm to their interests.

Common mistakes

Filling out the Protective Order form for the Western District of Texas can be a daunting task. Many people inadvertently make mistakes that could jeopardize their case or lead to unnecessary complications. Here are five common errors to avoid.

One major mistake is failing to clearly identify the parties involved. When completing the form, it’s essential to provide accurate names and roles of both the plaintiff and the defendant. Omitting this information or using incorrect names can lead to confusion and delays in processing the order. Always double-check the details to ensure they match the court records.

Another frequent error is not properly marking documents as “Confidential” or “For Counsel Only.” It’s vital to follow the guidelines for designating information correctly. If documents are not marked appropriately, they may lose their protected status, which can expose sensitive information to the opposing party. Take the time to clearly label each page and ensure that all parties understand the classification of the information.

People often overlook the importance of including a comprehensive list of “Qualified Persons.” This list should specify who can access the classified information. Failing to identify all necessary individuals can limit the effectiveness of the protective order. Make sure to include attorneys, consultants, and any other relevant personnel who will need access to the information.

Additionally, some individuals neglect to understand the criteria for designating information as classified. It’s crucial to remember that not all information qualifies for protection. For instance, information that is already public or can be obtained from another source cannot be classified. Misunderstanding these criteria can lead to unnecessary complications and disputes over what should remain confidential.

Finally, many people forget to keep a log of all copies of classified documents shared with Qualified Persons. This oversight can create confusion and make it difficult to track who has access to sensitive information. Maintaining a clear record ensures accountability and helps prevent unauthorized disclosures, which can have serious consequences.

By being mindful of these common mistakes, individuals can navigate the Protective Order process more effectively and protect their interests in legal proceedings.

Documents used along the form

The Protective Order for the Western District of Texas is a critical document for safeguarding sensitive information during legal proceedings. However, several other forms and documents often accompany it to ensure compliance and clarity throughout the process. Below is a list of these essential documents.

  • Motion for Protective Order: This document formally requests the court to issue a protective order. It outlines the reasons for the request and the specific protections sought, ensuring that the court understands the need for confidentiality.
  • Confidentiality Agreement: Parties may enter into a confidentiality agreement to further clarify how sensitive information will be handled. This agreement can establish the terms under which information is shared and the obligations of each party to protect that information.
  • Designation of Qualified Persons: This document lists individuals who are authorized to access classified information under the protective order. It helps ensure that only those with a legitimate need can view sensitive materials.
  • Notice of Designation: After a party identifies certain information as classified, they must notify the other parties. This notice specifies which documents or information are deemed confidential, ensuring transparency and adherence to the protective order.
  • Deposition Notice: When depositions are scheduled, a deposition notice is sent to all parties involved. This notice outlines the details of the deposition, including the time, location, and individuals who will be present, ensuring that all parties are adequately prepared.
  • Log of Confidential Documents: Each party must maintain a log of all documents designated as confidential. This log tracks who has access to sensitive information and helps ensure compliance with the protective order.
  • Request for Court Approval: If a party wishes to disclose classified information to someone not listed as a qualified person, they may need to file a request for court approval. This document outlines the reasons for the request and seeks the court's permission for the disclosure.
  • Unintentional Disclosure Notification: If a party unintentionally discloses classified information, they must notify the other party. This document serves to formally acknowledge the mistake and outline steps taken to rectify the situation and maintain confidentiality.

These documents work in tandem with the Protective Order to create a structured and secure environment for handling sensitive information during legal proceedings. Each plays a vital role in ensuring that all parties understand their responsibilities and the boundaries set by the court.

Similar forms

The Protective Order form for the Western District of Texas shares similarities with several other legal documents. Here are nine documents that serve similar purposes or functions:

  • Confidentiality Agreement: This document outlines the terms under which sensitive information can be shared between parties while ensuring its confidentiality.
  • Non-Disclosure Agreement (NDA): An NDA prevents parties from disclosing confidential information shared during negotiations or business dealings.
  • Protective Order (General): A broader protective order that may apply in various jurisdictions, outlining how confidential information should be handled in litigation.
  • Stipulated Protective Order: A court-approved agreement between parties that sets specific rules for handling confidential information during a case.
  • Discovery Agreement: This document governs the exchange of information between parties in a lawsuit, often including confidentiality provisions.
  • Settlement Agreement: A document that may contain confidentiality clauses to protect sensitive information revealed during settlement discussions.
  • Expert Witness Agreement: This outlines the terms under which expert witnesses can access confidential information for case preparation while ensuring it remains protected.
  • Trial Exhibit Order: A document that specifies how exhibits containing sensitive information will be handled during a trial, including restrictions on access and disclosure.
  • Confidentiality Notice: A simple notice that accompanies documents to indicate that the information contained is confidential and should not be disclosed.

Dos and Don'ts

When filling out the Protective Order form for the Western District of Texas, it's important to follow certain guidelines. Here’s a list of what you should and shouldn’t do:

  • Do read the entire form carefully before starting.
  • Do provide accurate and complete information about all parties involved.
  • Do mark any documents you wish to protect clearly as “Confidential” or “For Counsel Only.”
  • Do ensure that anyone receiving classified information has signed the necessary agreements.
  • Don't disclose classified information to anyone who is not a qualified person.
  • Don't forget to notify the producing party if you are compelled by law to disclose information.
  • Don't assume that all information is protected; verify what can be classified.

Misconceptions

Understanding the Protective Order form for the Western District of Texas can be challenging. Here are eight common misconceptions that can lead to confusion:

  • All information is automatically classified. Many believe that all documents shared during litigation are classified. In reality, only information designated as “Confidential,” “For Counsel Only,” or “Attorneys Eyes Only” is classified. This designation must be made in good faith.
  • Anyone can access classified information. Some assume that any party involved in a case can access classified information. However, only “Qualified Persons,” such as retained counsel and certain experts, are allowed to view this information.
  • Verbal disclosures are sufficient for classification. It is a misconception that simply stating information is confidential during a deposition suffices for classification. A formal designation must be made in writing within a specified timeframe after the deposition.
  • Public domain information can be classified. Some individuals think that information in the public domain can be designated as classified. This is incorrect; such information cannot be classified under the Protective Order.
  • Classified information can be shared freely among counsel. There is a belief that once classified, information can be shared among all attorneys involved. In fact, sharing is restricted to only those designated as Qualified Persons.
  • Unintentional disclosures are not a concern. Many think that if classified information is unintentionally disclosed, there are no repercussions. However, such disclosures must be reported, and the information can still be designated as classified retroactively.
  • All documents need to be marked as classified. Some believe that every document in a case must be marked as classified. This is not true; only those deemed sensitive or confidential require such designation.
  • Once classified, information remains so indefinitely. There is a misconception that classified information remains classified forever. In reality, the status can change based on circumstances, and information can be declassified if it no longer meets the criteria.

Clarifying these misconceptions can help parties navigate the complexities of the Protective Order and ensure compliance throughout the litigation process.

Key takeaways

When dealing with the Protective Order for the Western District of Texas, it's essential to understand the key components of the form and its implications. Here are some crucial takeaways to keep in mind:

  • Understand the Definition of Classified Information: This includes any information labeled as “Confidential,” “For Counsel Only,” or “Attorneys Eyes Only.”
  • Know Who Qualifies: Only certain individuals, such as retained counsel, independent experts, and court personnel, can access Classified Information.
  • Designate Information Carefully: Information must be designated as Classified only if it is genuinely confidential and not publicly available.
  • Marking Documents: Clearly label each page of documents as “Confidential” or similar to ensure proper handling and awareness.
  • Use of Information: Classified Information is strictly for preparation, trial, and appeal purposes related to the litigation.
  • Handling Depositions: During depositions, information can be designated as Classified on the record or within 30 days after receiving the transcript.
  • Retention of Copies: Copies of Classified Information should only be kept by qualified individuals and in secure locations.
  • Unintentional Disclosures: If documents are accidentally produced without a classification, they can still be designated as Classified later.
  • Notify Promptly: If you must disclose Classified Information due to legal requirements, inform the producing party as soon as possible.
  • Maintain a Log: Counsel must keep a detailed log of all copies of “For Counsel Only” documents shared with qualified persons.

By following these guidelines, you can ensure compliance with the Protective Order and protect sensitive information throughout the litigation process.