nda-review

Triage inbound NDAs into GREEN, YELLOW, or RED buckets against a configured legal playbook.

4|2|Updated May 13, 2026
One-click install
npx skills add https://github.com/BoardAI/vallor-plugins --skill nda-review-boardai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: nda-review
Source: https://github.com/BoardAI/vallor-plugins/tree/main/vallor/skills/nda-review
Command: npx skills add https://github.com/BoardAI/vallor-plugins --skill nda-review-boardai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Sales and business development teams receive a constant stream of inbound NDAs, and sending every one to legal creates bottlenecks while signing without review creates risk. This Skill sorts each NDA in under a minute so only the ones that genuinely need attorney attention consume lawyer time. ## Core Features & Use Cases - Three-Bucket Triage: Classifies NDAs as GREEN (route to signature), YELLOW (flag specific items for an approver), or RED (stop and escalate to legal) based on the team's configured playbook positions. - Playbook-Driven Positions: Reads triage criteria from the team's CLAUDE.md configuration rather than hardcoding legal positions, and prompts to record new positions when the playbook is silent on a term. - Scope and Side Detection: Identifies whether the company is sales-side or purchasing-side, and auto-flags documents labeled as NDAs that actually contain standstills, license grants, non-solicits, or other non-confidentiality obligations. - Use Case: A sales rep receives a counterparty's mutual NDA before a product demo. The Skill checks mutuality, term, survival, carveouts, residuals, restrictive covenants, fee-shifting, and governing law against the playbook, then outputs a one-page triage with flagged sections and a next-step recommendation. ## Quick Start Use the nda-review skill to triage the attached counterparty NDA and tell me whether it is GREEN, YELLOW, or RED.

Frequently Asked Questions about nda-review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I triage an inbound NDA before sending it to legal?

Run the nda-review skill on the NDA document. It checks mutuality, term, survival, carveouts, residuals, restrictive covenants, fee-shifting, and governing law against your team's playbook, then classifies the NDA as GREEN, YELLOW, or RED with a structured report.

What does GREEN, YELLOW, or RED mean in NDA review?

GREEN means the NDA passes every playbook check and can route to signature. YELLOW means specific terms deviate from the playbook and need an approver's decision. RED means the NDA hits a never-accept position and must go to legal before any further action.

Does this NDA triage work without a configured legal playbook?

No. The skill reads triage positions from the practice-level CLAUDE.md and refuses to issue GREEN without attorney-reviewed positions. If the playbook is silent on a term, it asks the user to define a position and records it for future reviews.

Can the skill detect when an NDA contains more than confidentiality terms?

Yes. The scope check auto-flags documents labeled as NDAs that contain standstills, license grants, exclusivity, non-solicits, non-competes, IP assignments, ROFR, or MFN clauses, routing them for attorney review regardless of the NDA-term analysis.

What are the limitations of automated NDA triage?

The skill sorts NDAs but does not negotiate, draft agreements, or make decisions on flagged items. It also does not handle M&A, employment, or investment NDAs, and jurisdiction-specific enforceability questions still require attorney judgment.