> ## Documentation Index
> Fetch the complete documentation index at: https://vaquill.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# NDA Triage

> Fast pass/warn/fail screening of NDAs against a standard checklist

NDA Triage is built for the high-volume reality of in-house and transactional practice: stacks of incoming NDAs that all need a first-pass review before they get to a lawyer. Drop one in and get a pass/warn/fail rating against a ten-point checklist, plus a recommendation for routing.

<Frame caption="NDA Triage results: classification, routing, and flagged provisions">
  <img src="https://mintcdn.com/vaquill/3D9oAmhF2gXcIwdJ/images/nda-triage.png?fit=max&auto=format&n=3D9oAmhF2gXcIwdJ&q=85&s=2410d9b7258986b910b0b39fd2a50698" alt="NDA Triage results with classification and routing, key issues, and a list of problematic provisions" style={{ borderRadius: '0.5rem' }} width="2832" height="1516" data-path="images/nda-triage.png" />
</Frame>

## When To Use It

<CardGroup cols={2}>
  <Card title="In-house intake" icon="inbox">
    Teams receiving NDAs from vendors, customers, and partners on a daily basis.
  </Card>

  <Card title="Deal screening" icon="handshake">
    Deal lawyers running a first pass on NDAs at the start of a transaction.
  </Card>

  <Card title="Procurement routing" icon="route">
    Procurement teams that route legal review based on contract risk.
  </Card>

  <Card title="Partner triage" icon="user-tie">
    Pre-screen before a partner or senior associate decides whether to negotiate.
  </Card>
</CardGroup>

## What It Checks

The triage scores each NDA against a ten-point checklist covering the provisions that typically determine whether an NDA is signable as-is. Items reviewed include:

* Definition of Confidential Information (scope, specificity)
* Term and duration of obligations
* Permitted disclosures and standard carve-outs
* Compelled disclosure (subpoena and court order procedures)
* Return and destruction obligations
* Residuals clauses
* Bundled non-compete or non-solicit provisions
* Governing law and venue
* Remedies (including injunctive relief)
* Assignment

Each item is rated Pass / Warn / Fail with a short rationale.

## NDA Type Classification

The tool first classifies the NDA by type, since the right review depends on which side you are on:

<CardGroup cols={3}>
  <Card title="Mutual" icon="arrows-left-right">
    Both parties exchange confidential information. Review weights all clauses symmetrically.
  </Card>

  <Card title="Unilateral - Disclosing" icon="arrow-up-from-bracket">
    You are sharing your confidential information. Review weights protective clauses (definition scope, term, remedies) heavily.
  </Card>

  <Card title="Unilateral - Receiving" icon="arrow-down-to-bracket">
    You are receiving the counterparty's confidential information. Review weights residual-knowledge, return-or-destroy, and non-compete reach.
  </Card>
</CardGroup>

The triage emphasizes different criteria based on the classification.

## Output

The triage produces a one-page summary you can paste into an email or matter file:

* **Overall rating** - Pass / Warn / Fail
* **Routing recommendation** - Sign as-is / negotiate / escalate / reject
* **Key issues** - The two or three items that drove the rating
* **Suggested markups** - Concrete changes that would move a Warn or Fail to Pass
* **Estimated negotiation time** - Rough effort to get to executable

## Suggested Markups

For each Warn or Fail item, the tool suggests specific language changes:

* The current clause text
* The proposed replacement language
* A one-line explanation of why the change matters

Copy the markups into your draft or use them as the basis for a redline.

## Ready-to-run prompt

<Prompt description="**NDA Triage** - 10-point screen with routing recommendation and copy-paste rationale." icon="shield-check" iconType="solid" actions={["copy"]}>
  Run **NDA Triage** on the attached NDA.

  First, classify the NDA as Mutual, Unilateral-Disclosing, or Unilateral-Receiving and state which side our client is on.

  Then score the agreement against the 10-point screen, marking each Pass / Warn / Fail with a one-sentence rationale:

  1. Definition of Confidential Information (scope, exclusions, marking requirement)
  2. Term of confidentiality obligations and survival
  3. Permitted disclosures (advisors, affiliates, legally compelled)
  4. Compelled-disclosure procedure (notice, cooperation, protective order)
  5. Return-or-destroy obligation and certification
  6. Residual-knowledge clause
  7. Non-solicit / non-compete reach
  8. Injunctive relief and equitable remedies
  9. Governing law and venue (flag if not a US state)
  10. Assignment and change-of-control

  Output a single overall rating - **PASS** (sign as-is), **WARN** (negotiate listed clauses), or **FAIL** (escalate to senior counsel) - plus a routing recommendation, estimated negotiation effort, and a plain-English paragraph a non-lawyer business owner could understand. For every Warn or Fail clause, include proposed replacement language in a markup-ready format.
</Prompt>

## Tips

<Tip>
  **Build a playbook.** For high-volume teams, configure the Pass / Warn / Fail thresholds to match your standard playbook and save it as a [Skill](/docs/guides/skills) so every triage is graded against the same bar.
</Tip>

<Tip>
  **Pair with Compare Documents.** After negotiation, compare the counter against your sent version to confirm only agreed changes were made.
</Tip>

<Warning>
  The triage is for triage. High-stakes NDAs - M\&A, strategic deals, anything tied to a public filing - still warrant a full read by a qualified attorney before signature.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Contract Review" icon="file-contract" href="/docs/guides/contract-review">
    Deep clause-by-clause review with redlines for the NDAs that need more than a triage.
  </Card>

  <Card title="Compare Documents" icon="code-compare" href="/docs/guides/document-comparison">
    Diff two versions of an NDA to confirm only agreed-upon changes were made.
  </Card>

  <Card title="Skills" icon="wand-magic-sparkles" href="/docs/guides/skills">
    Run NDA Triage as part of a saved playbook tuned to your firm's house style.
  </Card>

  <Card title="Redline Analysis" icon="pen-line" href="/docs/guides/tools/redline-analysis">
    Once the counterparty marks up your NDA, read their changes with full commentary.
  </Card>
</CardGroup>
