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Legal Research & Compliance

NDA Review & Compliance

Triage and review NDAs by risk level using the /triage-nda command, enabling rapid processing of routine agreements while flagging problematic provisions. Reduces NDA processing time by 80-90%.

Time Saved

80-90% reduction in NDA processing time

Accuracy

Consistent application of company standards

Category

Legal Research & Compliance

The Problem

  • High volume of incoming and outgoing NDAs
  • Variations in counterparty forms
  • Risk of accepting unfavorable terms
  • Difficulty maintaining consistent standards
  • Time spent on routine agreements

How Claude Helps

Categorizes NDAs by risk level (standard/counsel/full review), identifies deviations from your standards, flags unusual or problematic provisions, suggests responsive redlines, and enables rapid processing of routine NDAs.

Step-by-Step Workflow

1

Receive incoming NDA

From counterparty

2

Run /triage-nda command

Automated risk categorization

3

Review risk categorization

Green, yellow, or red

4

For standard NDAs

Approve and sign

5

For counsel review

Address flagged issues

6

For full review

Detailed analysis and redline if needed

Example Prompt

/triage-nda

Analyze this incoming mutual NDA against our standard requirements:

OUR STANDARDS:
- Mutual or receiving-party only (not disclosing-only)
- 3-year confidentiality term maximum
- Standard confidential information definition
- Return or destroy upon termination
- No residuals clause
- Governing law: Delaware or our state acceptable

CATEGORIZE AS:
GREEN (Standard Approval): Matches our standards, can sign
YELLOW (Counsel Review): Minor deviations, addressable
RED (Full Review): Significant issues requiring detailed analysis

FOR NON-GREEN:
- List all deviations from standards
- Assess risk level of each deviation
- Suggest response (accept, negotiate, reject)
- Provide redline language if negotiation recommended

Output categorization with supporting analysis.

Frequently Asked Questions

Can Claude handle both mutual and one-way NDAs?

Yes. Specify in your playbook which direction you're typically receiving. Claude adapts analysis to the agreement type.

What about NDAs in different languages?

Claude handles major European and Asian languages. For translation, see Tutorial 08 (Cowork).

How do I customize the triage criteria?

Build an NDA playbook (Tutorial 05) defining your standards. The playbook determines green/yellow/red categorization.

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