triage-nda

NDA triage classifies incoming documents into GREEN, YELLOW, or RED risk levels to determine whether they require standard approval, counsel review, or full legal review. You submit the NDA document or paste its text to receive a structured assessment and recommended routing.

NDA risk assessment screens for mutuality, carveouts, term length, governing law, and permitted disclosures. It evaluates these criteria against a default playbook when no specific NDA playbook is configured, flagging potential issues early in the process.

Automated NDA screening is applicable to legal workflows across sales, business development, and partnerships. It satisfies default screening criteria and playing rules, providing structured assessment and escalation guidance for fast, safe deals.

When NDA playbooks are missing, triage applies a default playbook to evaluate screening criteria and provide routing outcomes. It includes explicit notes about defaults and generates escalation guidance for any gaps or red flags found.

You should escalate an NDA to full legal review when triage classifies it as RED. The triage process provides clear routing recommendations to the appropriate legal reviewer and includes escalation notes for gaps or red flags detected during screening.

NDA triage evaluates mutuality to determine whether an agreement is mutual or unilateral, classifying the document's risk accordingly. This assessment is part of the automated screening against standard criteria, which dictates the routing outcome.