Enterprise Legal Project

NDA Triage Agent

Triages Field NDAs — approving standard papers for execution or routing real risk to GTM Legal — and generates an audit certificate for every self-approved NDA.

Status: Deployed
Platform: Glean
Department: GTM Legal
Audit: Certificate + sheet

Why it was built

Every Field NDA landing on Legal's desk forced a single question: is this our standard paper, or does it hide real risk? Most were standard — and still waited on a lawyer to say so. The team needed a way to approve the easy ones fast while still catching the ones that deserved a human.

The cost of over-routing is friction. The cost of under-routing is an uncapped indemnity or a non-compete you didn't negotiate out. The agent exists to split those two correctly, every time, with a paper trail.

Before
Every NDA — standard or not — waited for a lawyer's review. Field submitter fills a LinkSquares request, waits, chases. Standard papers sit in queue behind real risk.
Every NDA waits
Agent ingests the NDA, classifies it, and decides: approve for execution, or route to GTM Legal. Self-approved NDAs get a certificate of review plus an audit-log row automatically.
Instant triage

What it does

A Glean agent that ingests the NDA from a file, pasted text, or a Salesforce/LinkSquares link, then makes one of three calls.

Standard paper, no edits
Approve for execution. Generate a certificate of review and log to the audit sheet.
Customer/partner paper or edited
Evaluate against policy. Route to GTM Legal via LinkSquares with a deal-ready issue summary.
Not an NDA, or far beyond one
Direct the submitter to GTM Legal review with the exact LinkSquares steps.

The decision logic is where the judgment lives. Default to speed and low friction — accept customer NDAs unless there's a true red flag. Red flags that force a route: non-compete or non-solicit obligations, residuals clauses, DPA-like security terms, first-party indemnities with uncapped liability, liquidated damages for a confidentiality breach.

For unilateral NDAs it asks the one question that matters: will sensitive information be shared? No — approve. Yes or unknown — route. And it handles the entity rules automatically: Contentful Inc. for the Americas and ANZ, Contentful GmbH elsewhere.

Why the certificate mattered: A self-approval is only as good as its proof. The agent generates a "Certificate of NDA Review and Approval" with the decision, red-flag summary, contracting entity, and run ID — and appends the row to a shared audit sheet in the same breath. Legal gets the paper trail without doing the work. The Field gets a DocuSign-ready green light without the wait.

Metrics & improvements

3
Decision paths
Auto
Certificate + audit log
5
Red-flag categories
DocuSign
Signature handoff
~$125
Per self-approved NDA

Improvement: Standard NDAs clear instantly instead of waiting for a lawyer. The ones that route to Legal arrive with a deal-ready summary of the issues, not a raw upload. Every decision — approve or route — lands in the audit sheet with a certificate URL, so nothing self-approved is ever unaccounted for.

ROI: Each self-approved NDA skips ~30 minutes of attorney review — ~$125 recovered per decision at a ~$250/hr loaded attorney cost.

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