What problem does it solve?
It rapidly sorts inbound NDAs into low-, medium-, and high-risk buckets so sales/BD can self-serve and only route the agreements that truly need attorney attention.
Core Features & Use Cases
- GREEN / YELLOW / RED triage: Classifies an NDA into GREEN (route to signature), YELLOW (lawyer eyes needed for specific items), or RED (stop and escalate) based on the team’s playbook positions.
- Playbook-driven compliance: Applies the governing logic from the practice-level configuration to avoid hardcoded legal stances and to ensure consistency with the configured posture.
- Safety and routing guardrails: Checks destination/privilege context, flags non-NDA substance, enforces the “no drafting” rule for complex fixes, and guides the next step (including CLM integration when configured).
Quick Start
Use the command: review the inbound NDA and output a GREEN/YELLOW/RED triage with the flagged sections, playbook references, and the recommended next step.