Overview

NDA Review is a workflow to review and analyze Non-Disclosure Agreements (NDAs) to extract parties, key terms, and obligations so legal, procurement, and operations teams can assess risk quickly and consistently.

It supports first-pass NDA review — party identification, term extraction, obligation summary, and key clause validation — in one streamlined workflow.

What you get: a structured table of extracted NDA fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to NDA Review.

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When to use NDA Review

Use this workflow when you need a consistent first-pass review of NDAs, including:

• Identifying disclosing vs receiving parties
• Confirming when the NDA becomes effective
• Understanding what counts as “Confidential Information”
• Capturing permitted disclosures and legal exceptions
• Confirming the term/duration and survival of obligations
• Confirming return/destruction of information requirements
• Confirming governing law and dispute venue (if stated)
• Flagging non-solicitation obligations (if present)

Step-by-step usage

1. Navigate to Workflows > Template gallery and select NDA Review.
2. Upload the NDA documents (PDF only).
3. (Optional) Upload related documents (e.g., addendums, amendments, SOW/MSA references) if they affect confidentiality obligations.