Legal · Advanced

First-pass review of an NDA against your playbook

Compare an incoming NDA to your standard positions and list the clauses that need a lawyer's attention.

The task

Most NDAs are routine, but each still needs reading. Give the assistant your NDA playbook (your standard positions and fallbacks) and the incoming NDA, and ask it to flag where the document departs from your positions. A lawyer still decides.

A prompt to start from

Paste it into your AI assistant, then fill in the bits in [square brackets].

Our NDA playbook is below: our standard position and acceptable fallback for each clause.
[paste playbook]

Review the attached NDA against it. For each clause in the playbook, give:
- What the NDA says (quote it, with clause number)
- Whether it matches our standard, our fallback, or neither
- For "neither", why it matters

Then list any clauses in the NDA that the playbook doesn't cover. Don't give legal advice beyond comparing to the playbook.

Our NDA playbook is below: our standard position and acceptable fallback for each clause. [paste playbook]

Review the attached NDA against it. For each clause in the playbook, give: - What the NDA says (quote it, with clause number) - Whether it matches our standard, our fallback, or neither - For "neither", why it matters

Then list any clauses in the NDA that the playbook doesn't cover. Don't give legal advice beyond comparing to the playbook.

What to check in the output

A lawyer reviews every "neither" and every uncovered clause.
Check quotes and clause numbers against the document.
Watch for definitions that change the meaning of otherwise standard clauses.

Before you paste anything in

Use only a tool your firm or legal team has approved for confidential documents. The counterparty's draft is confidential.

Your organisation's AI policy wins over anything here.

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