THE SHORT ANSWER
Do not assume that making the work, finishing the project or seeing the client launch it gives you portfolio permission. Read the confidentiality, publicity and rights terms together. Ask for approval of the exact material, audience and publication date when permission is unclear or required.
You have finished a client project and want to show it to your next customer. There is an NDA in your folder, a confidentiality clause in the project agreement, and perhaps a public launch. Can you post a screenshot and name the client?
Start by identifying exactly what you want to share. A final public homepage, an unreleased concept, a case study with sales figures and a private presentation to a prospective employer are different disclosures. Removing the client's logo may still leave identifying or confidential details.
Check three separate permissions
On a narrow screen, scroll the table sideways to read all columns.
| Question | Where to look | What to clarify |
|---|---|---|
| May I disclose this information? | NDA, confidentiality definitions, exclusions and permitted purpose | Does this specific material fall within a restriction or an applicable exception? |
| May I publicise this relationship? | Publicity, references, logos and portfolio clauses | Can I name the client, use its logo or describe the project? Is prior approval needed? |
| May I reproduce these materials? | Copyright, assignment, licence and third-party asset terms | What rights cover the screenshots, designs, images or code I want to show? |
The UK Intellectual Property Office's NDA guidance recommends defining the protected information, permitted purpose, recipients and duration. Use those as reading questions; the guidance does not decide what your particular NDA permits.
Copyright ownership does not answer every confidentiality or publicity question. The UK IPO's ownership guidance explains that creators working under contracts for services usually retain copyright unless agreed otherwise. That UK-specific starting point does not override your actual restrictions or establish a universal portfolio right. The editable-files guide separates delivery from rights ownership.
Map the exact disclosure
Make a list before asking for approval. Here is a fictional example, not a statement of what any contract allows.
| Proposed material | Proposed audience | Question before sharing |
|---|---|---|
| Two screenshots of the launched website | Public portfolio | May I use these exact screenshots and name the client? |
| Unreleased alternative designs | Prospective client on a call | Are rejected concepts confidential, and is disclosure to this recipient permitted? |
| “Conversion increased by 18%” | Public case study | Is the figure verified and approved for publication? |
| Redacted process notes | Public blog | Could the remaining detail identify the client, its customers or confidential methods? |
Do not assume a private call or password-protected portfolio falls outside a restriction. It still involves sharing with someone. Similarly, a public launch may resolve one fact without making your internal research, drafts or results public.
Read any public-information exclusion in its actual terms. Check how information became public and whether the exclusion applies to the material you intend to disclose. An agreed confidentiality period and a project's completion date may also be different dates.
Ask for a narrow, easy-to-answer approval
Use links or attachments containing only the material the recipient is authorised to receive. This is a fictional communication template, not a contract amendment.
I'd like to include this project in my portfolio. Could you confirm whether I may publish the attached [two screenshots and short description], naming [client name], on [website/profile] from [date]? I would exclude internal documents, unused concepts, customer information and performance figures. Please let me know whether you need a different version or an additional approval under our NDA or publicity terms. I will wait for confirmation before publishing.
Ask the appropriate contact to arrange approval from someone with authority. Save the approved version and any limits, including launch timing, attribution, channels and duration. If the agreement requires a signed amendment or a particular approval process, follow it; an informal “looks good” may leave the important question unanswered.
If approval is declined, you can ask whether a narrower, genuinely anonymised description is possible. You can also demonstrate your skills with a separate fictional project that uses no client material. Neither approach automatically creates an exception to an existing restriction.
Check permission before using AI too
Sending the NDA or project files to an AI service is itself a separate handling decision. Do not upload confidential client material to Contracts.money or another service just to find out whether you were allowed to share it. First check the agreement and applicable permission/data-handling requirements. The client no-AI guide has a workflow map for that check.
Once the permitted scope is clear, put the approved materials and limits in a small portfolio record. It makes the next post, interview or award submission easier to assess without guessing again.
Put your own contract in context.
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