Nda Triage

⚠️ EXPERIMENTAL — This skill is provided for educational and informational purposes only. It does NOT constitute legal advice. All responsibility for usage rests with the user. Consult qualified legal professionals before acting on any output.

NDA Triage

Rapid NDA screening tool that classifies incoming NDAs as GREEN (standard approval), YELLOW (counsel review), or RED (significant issues). Uses a 10-point screening checklist to evaluate agreement structure, definitions, obligations, carveouts, and problematic provisions.

Table of Contents

• Tools
  • NDA Screener
  • NDA Checklist
• Reference Guides
• Workflows
  • Standard NDA Triage
  • Bulk NDA Processing
• Routing Recommendations
• Troubleshooting
• Success Criteria
• Scope & Limitations
• Anti-Patterns
• Tool Reference

Clarify First

Before triaging the NDA, confirm these inputs. If any is unknown or vague, ASK — do not assume:

• Counterparty relationship — a direct competitor or a Fortune-500 vendor changes routing and scrutiny even when the text scores GREEN
• Mutual vs one-way — GREEN fast-track requires a mutual NDA; a one-way NDA where you are the recipient warrants closer review
• Your role (discloser or recipient) — determines whether missing carveouts and broad definitions actually hurt you, and how to route the result

Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the output.

Tools

NDA Screener

Scans NDA text for red flags and outputs GREEN/YELLOW/RED classification with reasoning.

# Screen an NDA file
python scripts/nda_screener.py nda_draft.txt

# JSON output for integration
python scripts/nda_screener.py incoming_nda.md --json

# Save screening results
python scripts/nda_screener.py nda_draft.txt --output screening.json --json

What it detects:

• Missing standard carveouts (public knowledge, prior possession, independent development, third-party receipt, legal compulsion)
• Non-solicitation and non-compete clauses
• Perpetual confidentiality obligations
• Overbroad definition of confidential information
• Residuals clauses granting usage rights to ideas/concepts
• IP assignment or license grants
• Liquidated damages provisions
• Unlimited audit rights
• One-sided obligations

Classification Rules:

NDA Checklist

Generates a compliance checklist for an NDA, checking all 10 screening criteria with pass/fail status.

# Generate checklist for an NDA
python scripts/nda_checklist.py nda_draft.txt

# JSON output
python scripts/nda_checklist.py nda_draft.txt --json

# Save checklist
python scripts/nda_checklist.py nda_draft.txt --output checklist.json --json

10-Point Screening Criteria:

Reference Guides

NDA Screening Criteria

references/nda_screening_criteria.md

Complete evaluation reference covering:

• All 10 screening criteria with detailed sub-items
• GREEN/YELLOW/RED classification rules with specific examples
• Common NDA issues with standard positions
• Redline approaches for common problems

Workflows

Standard NDA Triage

1. Receive NDA -- Save as .txt or .md file
2. Screen -- Run nda_screener.py for quick RED/YELLOW/GREEN classification
3. Checklist -- Run nda_checklist.py for detailed 10-point evaluation
4. Route -- Follow routing recommendations based on classification
5. Track -- Log screening result and routing decision

Bulk NDA Processing

# Screen multiple NDAs
for nda in ndas/*.txt; do
  echo "=== $nda ==="
  python scripts/nda_screener.py "$nda"
  echo ""
done

# Generate JSON report for all NDAs
for nda in ndas/*.txt; do
  python scripts/nda_screener.py "$nda" --json --output "results/$(basename $nda .txt).json"
done

Routing Recommendations

GREEN Fast-Track Conditions

All of the following must be true for GREEN classification:

• Mutual NDA (both parties bound)
• All 5 standard carveouts present
• No non-solicitation, non-compete, or exclusivity clauses
• No IP assignment or license grants
• No residuals clause
• Term is 2-5 years (not perpetual)
• Return/destruction obligation present
• Standard remedies (injunctive relief, no liquidated damages)

RED Escalation Triggers

Any one of the following triggers RED classification:

• Non-compete clause of any scope
• Non-solicitation clause covering employees or customers
• IP assignment or broad license grant
• Missing 3 or more standard carveouts
• Perpetual obligations with no termination right
• Liquidated damages for breach
• Exclusivity provision