Ein Pack mit 24 strukturierten Claude-Prompts für das Redlining der 12 meistverhandelten NDA-Klauseln. Jede Klausel erhält zwei Prompts: einen A-Prompt für das initiale Redlining des Gegenentwurfs gegen das Playbook der Firma, und einen B-Prompt für die Erstellung einer Gegenposition, wenn die Gegenpartei Ihr Redline ablehnt. Die Prompts sind so kalibriert, dass sie gegen das NDA-Playbook der Firma verankert werden — ohne das Playbook erfindet der Pack keine Positionen, sondern weist auf die Lücke hin. Jeder Output ist ein Entwurf, den der Contracts Manager oder der interne Rechtsberater vor dem Versand überprüft und bearbeitet. Konsultieren Sie Ihren Rechtsberater zu jeder Klausel, bevor Sie eine Position festlegen.
Die 12 Klauseln: Vertraulichkeitsumfang, Definition von vertraulichen Informationen, Ausnahmen von vertraulichen Informationen, erlaubte Offenlegungen, Rückgabe oder Vernichtung, Residuals, Non-Solicitation, geistiges Eigentum, anwendbares Recht, einstweiliger Rechtsschutz, NDA-Laufzeit und Fortbestand der Vertraulichkeitspflichten.
Wann verwenden
Die Firma hat ein schriftliches NDA-Playbook mit benannten Positionen pro Klausel (bevorzugt, akzeptabel, Walk-away). Ohne das Playbook markieren die Prompts jede Klausel als „Playbook deckt das nicht ab” anstatt Positionen zu behaupten.
Das NDA-Volumen ist hoch genug, dass Konsistenz über Verhandlungen hinweg wichtig ist — typischerweise mehr als 10 NDA-Prüfungen pro Quartal.
Ein Contracts Manager oder Paralegal führt die Erstprüfung durch und eskaliert markierte Punkte an den internen Rechtsberater, anstatt dass der Berater jedes NDA von Grund auf prüft.
Sie möchten, dass die Prüfung konsequent Probleme mit informellen Kanälen und persönlichen Konten erkennt — diese Prompts fragen nach Residuals, Non-Solicitation und IP in einer NDA-Struktur, die oft Klauseln einführt, die eine Standardprüfung übersieht.
Wann NICHT verwenden
Sehr neuartige oder komplexe NDA-Strukturen. Joint-Development-NDAs, NDAs mit Exklusivitätspflichten oder NDAs im Zusammenhang mit M&A-Prozessen haben strategische Dimensionen, die die Prompts nicht abdecken. Diese erfordern rechtliche Beratung von Grund auf.
Ersatz der Beraterprüfung bei hochwertigem Geschäft. Der Pack ist ein Erstzugangs-Tool für volumenmäßige NDA-Arbeit. Wenn das Geschäft hinter dem NDA wesentlich ist — ein bedeutender Kunde, eine M&A-Gegenpartei, eine strategische Partnerschaft — behandeln Sie den Pack-Output als Ausgangsrahmen und lassen Sie den Berater die Prüfung abschließen.
Automatisches Versenden von Redlines. Der Pack erstellt Entwürfe; der Contracts Manager sendet. Kein Output dieses Packs geht direkt ohne menschliche Überprüfung und Freigabe an eine Gegenpartei.
Nicht-kommerzielle NDAs. Mitarbeiter-NDAs, in Arbeitsverträgen eingebettete NDA-Komponenten und NDAs in regulierten Branchen (Gesundheit, Finanzdienstleistungen) haben Compliance-Dimensionen jenseits der kommerziellen Verhandlung. Konsultieren Sie Ihren Rechtsberater zum geeigneten Prüfungsprozess.
Einrichtung
Bundle herunterladen. Platzieren Sie apps/web/public/artifacts/nda-clause-redline-prompt-pack/nda-clause-redline-prompt-pack.md an einem Ort, den Ihr Vertragsteam lesen kann — eine Notion-Seite, ein internes Wiki oder die Knowledge Files eines Claude-Projekts.
Firmen-NDA-Playbook erstellen. Dokumentieren Sie für jede der 12 Klauseln im Pack: bevorzugte Position, akzeptable Position, Walk-away-Position und Begründung für jede Stufe. Das Playbook ist der Anker, auf den die Prompts sich beziehen; ohne es weisen Prompts auf Lücken hin anstatt Positionen zu generieren. Die Playbook-Erstellung ist ein einmaliges Projekt — typischerweise 8–15 Stunden Beraterzeit — das sich über jede nachfolgende NDA-Prüfung amortisiert.
Claude-Projekt pro aktiver Verhandlung erstellen. Benennen Sie es nda-<gegenpartei>-<aktenzeichen>. Fügen Sie das Playbook und den aktuellen Entwurf der Gegenpartei als Project Knowledge hinzu. Speichern Sie die Pack-Prompts als Saved Prompts im Projekt.
A-Prompts für die Erstprüfung ausführen. Prompts 1A bis 12A decken das initiale Redlining des Gegenentwurfs ab. Führen Sie sie der Reihe nach für den ersten erhaltenen Entwurf aus.
B-Prompts nach der Antwort der Gegenpartei ausführen. Für jede Klausel, bei der die Gegenpartei Ihr Redline abgelehnt hat, führen Sie den entsprechenden B-Prompt aus. Die B-Prompts erstellen eine im Playbook verankerte Gegenposition.
Vor dem Versand überprüfen und bearbeiten. Der Contracts Manager ist für Tonalität, Urteilsvermögen und den endgültigen Text verantwortlich. Konsultieren Sie Ihren Rechtsberater zu jeder Klausel, bevor Sie eine Position festlegen.
Was der Pack enthält
24 Prompts für 12 Klauseln, als A/B-Paare organisiert.
Ebene 1 — Vertraulichkeitsrahmen (Klauseln 1-4). Prompts 1A/1B decken den Vertraulichkeitsumfang ab (gegenseitig vs. einseitig, Standardausnahmen). Prompts 2A/2B decken die Definition vertraulicher Informationen ab (Kategorieabdeckung, Bestätigungsfristen für mündliche Offenlegungen). Prompts 3A/3B decken Ausnahmen ab (die 4 Standard-Carveouts: öffentlich bekannte Informationen, Vorwissen, unabhängige Entwicklung, Offenlegung durch Dritte). Prompts 4A/4B decken erlaubte Offenlegungen ab (Mitarbeiter mit Wissenserfordernis, professionelle Berater, erzwungene Offenlegung mit Vorabankündigung).
Ebene 2 — Pflichten und Einschränkungen (Klauseln 5-8). Prompts 5A/5B decken Rückgabe oder Vernichtung ab (Zertifizierungszeitplan, Backup-System-Ausnahmen mit fortlaufender Pflicht). Prompts 6A/6B decken Residuals ab (enger „ungestütztes Gedächtnis”-Umfang vs. übermäßig breite Formulierungen — ein Unterschied, der in Geschäftsgeheimnisfällen gerichtlich verhandelt wurde). Prompts 7A/7B decken Non-Solicitation ab (gegenseitig vs. einseitig, Ausschluss passiver Rekrutierung, Jurisdiktionssensitivität). Prompts 8A/8B decken IP in einem NDA ab (das zentrale Versagensmuster: IP-Abtretung, die in einem NDA-Kontext erscheint, wo sie nicht hingehört; Prompts markieren dies als außerhalb des Umfangs und eskalieren an den Rechtsberater).
Ebene 3 — Durchsetzungsmechanismen (Klauseln 9-12). Prompts 9A/9B decken das anwendbare Recht ab (Gerichtsstand, Kollisionsregel, Durchsetzungsimplikationen für Non-Solicitation und Residuals). Prompts 10A/10B decken einstweiligen Rechtsschutz ab (Anerkennung des irreparablen Schadens, Sicherheitsleistungsbefreiung, Gegenseitigkeit). Prompts 11A/11B decken die NDA-Laufzeit ab (Dauer, Kündigungsmechanismus, automatische Verlängerung). Prompts 12A/12B decken den Fortbestand der Vertraulichkeitspflichten ab (allgemeine CI-Überlebensfrist, Geschäftsgeheimniscarveout in perpetuity, DTSA-Rahmung für US-rechtliche NDAs).
Kosten in der Praxis
Token-Kosten pro Prompt: Jede Invokation verwendet ca. 8.000–20.000 Eingabe-Tokens (Playbook + Gegenentwurf + Prompt-Anweisungen) und 500–1.500 Ausgabe-Tokens. Pro Prompt: $0,05–0,10 zu aktuellen Claude-Preisen ($3/M Eingabe, ~$15/M Ausgabe).
Pro vollständiger NDA-Prüfung, erster Durchgang (12 A-Prompts): ~$0,60–1,20.
Pro vollständiger NDA-Prüfung, vollständiger Lebenszyklus inklusive B-Prompts für streitige Klauseln (typischerweise 4–6 von 12 erhalten eine Antwort): ~$1,50–2,50.
Contracts-Manager-/Paralegal-Zeit — die Zeitersparnis ist der primäre ROI. Eine manuelle Erstprüfung eines Gegenentwurfs gegen ein Playbook dauert 60–90 Minuten für einen Paralegal und 30–45 Minuten für einen erfahrenen Contracts Manager. Mit A-Prompts plus Output-Prüfung: 15–25 Minuten pro NDA. Bei 40 NDA-Prüfungen pro Quartal sind das 30–40 Stunden Einsparung pro Quartal.
Einrichtungszeit — 15–30 Minuten, wenn das Playbook vorhanden ist. Die Playbook-Erstellung ist der einmalige Bindungsaufwand (8–15 Stunden Beraterzeit); er wird bei jedem NDA, jedem Lieferantenvertrag mit NDA-Anhang und jeder M&A-Vertraulichkeitsvereinbarung wiederverwendet.
Spellbook integriert die NDA-Prüfung direkt in Word und kann playbook-verankerte Redlines im Dokument anwenden. Wenn Ihr Vertragsteam vollständig in Word arbeitet und Redlines im Dokument statt Claude-Outputs bevorzugt, ist Spellbooks In-Dokument-UX schneller. Der Trade-off: Spellbook erfordert eine Lizenz und ist auf die integrierte Klauselabdeckung beschränkt. Dieser Prompt-Pack hat keine nutzerbezogenen Lizenzkosten und deckt Klausellogik ab, die der Contracts Manager einsehen und modifizieren kann.
Erfolgskennzahlen
Zeit von Eingang des Gegenentwurfs bis zum Versand der Redlines der Firma. Sollte für Standard-NDA-Prüfungen von 3–5 Werktagen auf 1–2 Werktage sinken.
Eskalationsrate pro Klausel. Anteil der Klauseln pro NDA, die eine Rechtsberaterprüfung über die Freigabe des Contracts Managers hinaus erfordern. Sollte nach dem ersten Nutzungsquartal bei 1–3 Klauseln pro NDA liegen.
Playbook-Zitiergenauigkeit. Prüfen Sie bei der Quartalsüberprüfung, ob jede vom Pack zitierte Playbook-Position tatsächlich im Playbook auf der zitierten Stufe (bevorzugt/akzeptabel/Walk-away) erscheint.
vs. Alternativen
vs. Spellbook oder Harvey NDA-Prüfungsmodule. Diese Tools wenden KI-Redlining in Word mit Firmen-Playbook-Integration an. Wählen Sie sie, wenn die primäre Schnittstelle des Vertragsteams Word ist und die nutzerbezogenen Lizenzkosten im Budget liegen. Dieser Pack ist die richtige Wahl, wenn Sie vollständige Transparenz in die Prompt-Logik möchten, wenn Sie Klausellogik abdecken müssen, die diese Tools nicht bereitstellen, oder wenn Sie NDA-Arbeit in geringem Volumen betreiben, die eine nutzerbezogene Lizenz nicht rechtfertigt.
vs. ChatGPT-Style „redigiere dieses NDA gegen dieses Playbook.” Ein generischer Chat-Prompt liefert Kommentare auf Absatzebene. Diese Prompts sind strukturell anders: Klausel-weiser Output mit zitierter Playbook-Stufe, spezifischem Ersatztextvorschlag, expliziten „Dinge zu vermeiden”-Abschnitten, die spezifische Fehlerquellen absichern.
vs. manuelle Paralegal-Prüfung. Richtig für die wichtigsten NDAs, bei denen das strategische Urteil des Beraters jede Klausel dominiert. Der Pack amortisiert seine Einrichtungskosten bei der hochvolumigen kommerziellen NDA-Arbeit.
Watch-outs
Playbook-Drift. Prompts zitieren Playbook-Positionen explizit; wenn das Playbook ohne Aktualisierung der Claude-Project-Knowledge-Dateien aktualisiert wird, produzieren Prompts veraltete Zitate. Guard: Prompts markieren „Playbook deckt das nicht ab”, wenn eine Klausel nicht im Playbook ist, anstatt eine Position zu erfinden.
Jurisdiktionsspezifische Durchsetzbarkeit. Non-Solicitation, Residuals und anwendbares Recht haben jurisdiktionsspezifische Durchsetzbarkeitsimplikationen, die Prompts markieren, aber nicht auflösen können. Guard: Prompts für Non-Solicitation (7A/7B), anwendbares Recht (9A/9B) und Residuals (6A/6B) enthalten explizite Eskalationsmarkierungen an den Rechtsberater für jurisdiktionssensitive Positionen.
IP-Abtretung als NDA-Klausel getarnt. Gegenparteien fügen gelegentlich IP-Abtretungsformulierungen in NDA-Templates ein. Dies liegt außerhalb des Rahmens, was ein Contracts Manager in einem NDA verhandeln sollte. Guard: Prompt 8A markiert dieses Muster explizit und eskaliert an den Rechtsberater, anstatt ein Gegenredline zu generieren.
Automatischer Versanddrift. Der Pack erstellt Entwürfe. Guard: Keiner der Prompts produziert Output, der als versandfertige E-Mail formatiert ist. Der Output ist immer ein Redline-Entwurf oder eine Analyse, die eine explizite Contracts-Manager-Aktion erfordert, um ihn in ein versandfähiges Format umzuwandeln.
Stack
Das Bundle befindet sich unter apps/web/public/artifacts/nda-clause-redline-prompt-pack/:
nda-clause-redline-prompt-pack.md — die 24 Prompts, paste-ready
Tools: Claude für die Prompts; Spellbook als In-Word-Alternative, wenn Ihr Team In-Dokument-Redlining bevorzugt. Der Output lässt sich in das Word-Redline-Format, Ihr CLM oder zurück in den Verhandlungs-Thread einfügen.
Verwandt: Das MSA negotiation prompt pack deckt einen breiteren MSA-Verhandlungs-Workflow ab, einschließlich Fallback-Leiter und Gegenpartei-Haltungslesung.
# NDA Clause Redline — Prompt Pack for Claude
Twelve paired prompts for redlining the most-negotiated NDA clauses. Each pair covers the same clause from two angles: (A) redline the counterparty's draft against your firm's position, and (B) draft a counter-position when the counterparty pushes back on your redline. Paste directly into a Claude project loaded with your firm's NDA playbook and the counterparty's draft. Edit before sending — these are drafts, not final positions. Consult counsel on any clause before committing to a position.
## How to use this pack
1. Create a Claude project named `nda-<counterparty>-<matter-id>`.
2. Add as project knowledge: your firm's NDA playbook (preferred / acceptable / walk-away per clause), your standard NDA template, and the counterparty's draft.
3. Save each prompt below as a saved prompt within the project.
4. For a first-pass review, run the A-prompts (initial redline) on the counterparty's draft.
5. After the counterparty responds to your redlines, run the B-prompts (counter-position) for each clause where they pushed back.
6. Edit every output before sending. The contracts manager and/or counsel owns voice and judgment.
## NDA playbook input shape
The pack anchors against a playbook with this structure (one entry per clause):
```yaml
clause: confidentiality_scope
preferred:
position: "Mutual; covers all non-public information disclosed in connection with the Purpose; excludes: public domain, independently developed, received from third party without restriction."
rationale: "Mutual protection is standard at our scale; standard exclusions are non-negotiable."
acceptable:
position: "Mutual with a 'residuals' carveout for general skills and knowledge retained in unaided memory."
rationale: "Residuals clauses are common in tech; acceptable if narrowly scoped to unaided memory."
walk_away:
position: "One-way NDA that protects only the counterparty, OR scope so broad it covers information that is publicly known."
rationale: "One-way terms create untenable asymmetry when we are sharing technical information."
notes: "Counterparties often open with one-way NDA on their template; first redline is always to mutual."
```
---
# Clause 1 — Confidentiality scope
## 1A. Redline counterparty's confidentiality scope
```
Role: You are a contracts attorney redlining an NDA for the receiving firm.
Context: The firm's NDA playbook is loaded as project knowledge. The
counterparty's NDA draft is loaded as project knowledge.
Input: The confidentiality scope clause (or the full NDA draft — the
model should locate the scope clause).
Task: Evaluate whether the counterparty's confidentiality scope matches
the firm's preferred, acceptable, or walk-away range. If the scope is
not at preferred, produce the specific replacement language.
For the clause, output:
- Counterparty's current position (1-2 sentence summary)
- Playbook tier (preferred / acceptable / walk-away / outside-playbook)
- Recommended redline language (the exact replacement text, not a
paraphrase)
- Rationale grounded in the playbook
Things to avoid:
- Asserting that a one-way NDA is "standard" — standard varies by
context; flag it as a redline item if the playbook says mutual.
- Recommending acceptance of walk-away positions without flagging for
counsel.
- Adding carveouts not in the playbook (e.g. inventing a trade-secret
carveout the playbook doesn't mention).
Output format: Markdown with three sections: Current position /
Playbook tier / Recommended redline.
```
## 1B. Counter-position on confidentiality scope
```
Role: You are a contracts attorney drafting a counter-position after the
counterparty pushed back on the firm's confidentiality scope redline.
Context: Playbook in project knowledge. The firm's prior redline and the
counterparty's response are in project knowledge.
Input: The counterparty's specific objection to the firm's scope redline.
Task: Draft the firm's counter-position. Choose from:
- Hold at preferred (if the counterparty's objection is unsupported)
- Move to acceptable (if the objection has merit and stays in range)
- Trade for a concession elsewhere (if the move needs leverage)
For the counter-position, output:
- The specific replacement language the firm is now offering
- Rationale for the move (or for holding firm)
- The trade, if applicable
Things to avoid:
- Capitulating to a one-way structure without naming what was traded.
- Proposing language not grounded in the playbook.
- Generic "we accept your changes" without specifying the new text.
Output format: Markdown.
```
---
# Clause 2 — Definition of Confidential Information
## 2A. Redline the definition of Confidential Information
```
Role: You are a contracts attorney reviewing an NDA's definition of
Confidential Information.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The definition of Confidential Information as drafted by the
counterparty.
Task: Identify whether the definition is: (a) too narrow — missing
categories the firm needs to protect (technical information, business
plans, customer lists, pricing data); (b) appropriately scoped; or
(c) overbroad — potentially capturing information the firm must be free
to use (public domain, independently developed).
For the definition, output:
- Assessment (too narrow / appropriate / overbroad)
- Specific gaps or overbreadth identified
- Recommended replacement or amendment language
Things to avoid:
- Recommending acceptance of definitions that fail to cover the firm's
primary disclosures for this matter (ask counsel what is being
disclosed if not in the playbook).
- Recommending definitions so broad they cover information that is
clearly public or independently developed.
- Omitting the written/oral disclosure dichotomy (oral disclosures
must be confirmed in writing within X days, if the playbook requires
that).
Output format: Markdown with three labeled sections.
```
## 2B. Counter-position on the definition
```
Role: You are a contracts attorney responding to the counterparty's
rejection of the firm's definition redline.
Context: Playbook, firm's redline, and counterparty's response in
project knowledge.
Input: The counterparty's specific objection to the definition redline.
Task: Draft the counter-position on the definition. If the counterparty
is objecting to inclusion of oral disclosures, propose the 10-day
written-confirmation fallback. If the counterparty is objecting to a
specific category, assess whether that category is in the playbook's
non-negotiable list; if so, hold; if not, consider accepting the carveout.
Output: Specific amendment language + rationale.
Things to avoid:
- Conceding categories the playbook marks as required.
- Inventing confirmation timelines not in the playbook (if the playbook
says 10 days, propose 10 days — not 30).
Output format: Markdown.
```
---
# Clause 3 — Exclusions from Confidential Information
## 3A. Redline standard exclusions
```
Role: You are a contracts attorney reviewing the exclusions from the
Confidential Information definition.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The exclusions clause or the exclusions embedded in the definition.
Task: Confirm that all four standard exclusions are present and properly
scoped: (1) already public or becomes public through no fault of the
receiving party; (2) already known to the receiving party at time of
disclosure; (3) independently developed without use of the CI; (4)
received from a third party without restriction.
For each exclusion:
- Present and properly scoped: note "adequate"
- Missing: recommend insertion with the standard language
- Overbroad or misstated: recommend specific amendment
Things to avoid:
- Recommending deletion of any of the four standard exclusions — these
are market-standard receiving-party protections; removing them is a
walk-away item.
- Recommending acceptance of an exclusion that includes "general
skills and knowledge" without the firm's playbook explicitly
accepting residuals.
Output format: Checklist with one row per exclusion.
```
## 3B. Counter-position on exclusions
```
Role: You are a contracts attorney responding to the counterparty's
pushback on the exclusions redline.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty wants to narrow the exclusions (e.g. remove
independent development), hold firm — these are standard receiving-party
protections. If the counterparty wants to add an exclusion (e.g.
residuals), check the playbook: if the playbook marks residuals as
acceptable with narrow scope, counter with the narrow version.
Output: Position + language + rationale.
Things to avoid:
- Agreeing to remove any of the four standard exclusions.
- Agreeing to a residuals clause scoped to "anything retained in the
mind" — the firm's acceptable position (if in the playbook) requires
"unaided memory" and excludes notes or derivative works.
Output format: Markdown.
```
---
# Clause 4 — Permitted disclosures
## 4A. Redline permitted disclosures
```
Role: You are a contracts attorney reviewing the NDA's permitted
disclosures provision.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The permitted disclosures clause (often titled "Permitted
Disclosures" or embedded in the obligations clause as exceptions).
Task: Confirm the following permitted categories are present and scoped
correctly: (1) employees, officers, directors with a need to know;
(2) professional advisors (attorneys, accountants, financial advisors)
bound by equivalent confidentiality; (3) disclosures required by law,
court order, or regulatory request — with advance written notice to the
disclosing party and cooperation on protective order where permitted.
For any missing or misstated permitted category:
- Recommend insertion or amendment with specific language
Things to avoid:
- Recommending permitted disclosure to "affiliates" without a need-to-
know requirement — overbroad affiliate disclosures are a common
counterparty overreach.
- Omitting the advance-notice requirement for compelled disclosures —
this is the firm's primary protection against surprise government
requests surfacing CI without notice.
Output format: Checklist with one row per category.
```
## 4B. Counter-position on permitted disclosures
```
Role: You are a contracts attorney responding to the counterparty's
pushback on permitted disclosures.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty wants to add affiliates without need-to-know,
counter with "affiliates with a need to know, bound by equivalent
confidentiality, listed in Schedule A or disclosed in writing prior to
disclosure." If the counterparty objects to the advance-notice requirement
for compelled disclosure, hold firm — this is a non-negotiable in the
playbook.
Output: Position + language + rationale.
Things to avoid:
- Accepting affiliate disclosure without the need-to-know constraint.
- Dropping advance notice on compelled disclosure without counsel
direction.
Output format: Markdown.
```
---
# Clause 5 — Return or destruction of Confidential Information
## 5A. Redline return/destruction clause
```
Role: You are a contracts attorney reviewing the return or destruction
obligation.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The return or destruction clause.
Task: Confirm: (1) the obligation applies on demand by the disclosing
party OR on expiration/termination of the NDA; (2) the receiving party
must certify destruction in writing within a specified period (playbook
standard: 30 days); (3) backup systems and legal-hold exceptions are
addressed — retained copies must remain subject to the NDA.
For any gap:
- Recommend amendment with specific language
Things to avoid:
- Accepting return-only without a destruction alternative — physical
return of electronic files is practically impossible.
- Accepting unlimited "we keep backups indefinitely" exceptions without
the obligation continuing on retained copies.
Output format: Checklist with one row per sub-issue.
```
## 5B. Counter-position on return/destruction
```
Role: You are a contracts attorney responding to the counterparty's
pushback on return or destruction.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty objects to the 30-day certification window,
check the playbook — if acceptable range is 30-60 days, counter at 45.
If the counterparty wants to keep backup copies indefinitely without
ongoing obligation, hold firm on the ongoing obligation language.
Output: Position + language + rationale.
Things to avoid:
- Agreeing to no certification requirement — no certification means no
enforceable destruction obligation.
- Accepting retention without ongoing obligation for retained copies.
Output format: Markdown.
```
---
# Clause 6 — Residuals
## 6A. Evaluate and redline residuals clause
```
Role: You are a contracts attorney evaluating a residuals clause in an
NDA.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The residuals clause, if present. If no residuals clause is
present, note its absence and skip to the output format.
Task: A residuals clause allows the receiving party to use general skills,
experience, and knowledge retained in unaided memory without restriction.
Evaluate:
- Is the residuals clause present?
- Is it narrowly scoped to "unaided memory" (acceptable in the
playbook)?
- Or is it broad — covering "intangible residual information" or
"general skills and knowledge" without the unaided-memory limitation
(walk-away in the playbook)?
If present and overbroad: redline to unaided-memory scope.
If present and properly scoped: note "adequate per playbook."
If absent: note "not present — consistent with playbook default position."
Things to avoid:
- Recommending insertion of a residuals clause if the playbook's
default position is not to include one (check the playbook; inserting
a residuals clause the firm's playbook doesn't include is a one-sided
favor to the counterparty).
- Accepting "intangible residual information retained in memory"
language — this is materially broader than "unaided memory" and has
been litigated in trade-secret cases. Consult counsel if in doubt.
Output format: Markdown.
```
## 6B. Counter-position on residuals
```
Role: You are a contracts attorney responding to the counterparty's
pushback on the residuals redline.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty insists on residuals and the playbook marks
narrow residuals as acceptable, counter with: "retained in the unaided
memory of persons who have had access to Confidential Information, not
through any deliberate memorization effort, and not including the
specific content of written documents, drawings, or formulas." If the
playbook marks any residuals as a walk-away, escalate to counsel.
Output: Position + language + rationale or escalation flag.
Things to avoid:
- Accepting "deliberate memorization" as a concept the counterparty can
define — the language should be affirmative (what is retained) not
exclusionary (what was not deliberate).
Output format: Markdown.
```
---
# Clause 7 — Non-solicitation
## 7A. Redline non-solicitation clause
```
Role: You are a contracts attorney reviewing a non-solicitation clause
in an NDA.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The non-solicitation clause, if present.
Task: A non-solicitation clause is often inserted into an NDA but is a
separate obligation from confidentiality — it restricts recruitment of
the disclosing party's employees. Evaluate:
- Is a non-solicitation clause present? Is it mutual?
- What is the duration? (Playbook range: 12-24 months from last
disclosure or NDA termination)
- Does it cover only active solicitation, or does it cover passive
acceptance of applications too? (Passive receipt of applications
should be excluded.)
If the clause is asymmetric (only the firm agrees not to solicit, or the
duration is longer than the playbook range), redline to mutual and to
playbook duration.
Note: Non-solicitation enforceability is jurisdiction-specific.
The NDA's governing law clause affects the enforceability of this
restriction. Consult counsel on the specific jurisdiction before
committing to a position.
Things to avoid:
- Accepting one-way non-solicitation when the playbook says mutual.
- Accepting blanket prohibitions on hiring anyone who "responds to a
general advertisement" — this is unenforceable in most jurisdictions
and exposes the firm to disputes over passive hires.
Output format: Markdown.
```
## 7B. Counter-position on non-solicitation
```
Role: You are a contracts attorney responding to the counterparty's
pushback on non-solicitation.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty objects to mutuality, hold unless the playbook
has an asymmetric acceptable tier. If the counterparty objects to the
exclusion of passive recruitment, counter with: "excluding any person
who responds to a general advertisement or public posting not targeted at
the disclosing party's employees." Note the jurisdiction sensitivity for
counsel.
Output: Position + language + rationale + counsel-escalation flag if
jurisdiction is contested.
Things to avoid:
- Agreeing to bar passive recruitment of people who apply based on
public job postings.
- Agreeing to a duration beyond 24 months without playbook support.
Output format: Markdown.
```
---
# Clause 8 — IP ownership
## 8A. Redline IP ownership in an NDA
```
Role: You are a contracts attorney reviewing IP-ownership language in an
NDA.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: Any clause in the NDA addressing intellectual property, work
product, or ownership of derivatives.
Task: NDAs should not assign IP rights — they should only govern what
can be disclosed and kept confidential. Evaluate:
- Does the NDA contain any IP-assignment language? (e.g. "any
improvements or derivatives based on the Confidential Information
shall belong to the Disclosing Party")
- Does it contain any work-for-hire language?
- Does it contain a license grant beyond what is needed to evaluate
the Purpose?
Any IP assignment in an NDA is out of scope — assignment belongs in a
separate agreement. Redline out; replace with: "Nothing in this Agreement
grants either party any right, title, or interest in the other party's
intellectual property. Evaluation of the Confidential Information under
this Agreement does not create any license or ownership right."
Things to avoid:
- Accepting IP assignment as a "minor" NDA clause — it is not; it
transfers rights permanently and belongs in a separate negotiated
instrument. Consult counsel if the counterparty insists.
- Accepting a license grant broader than "solely for the Purpose."
Output format: Markdown.
```
## 8B. Counter-position on IP in an NDA
```
Role: You are a contracts attorney responding to the counterparty's
insistence on IP-ownership language in an NDA.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty insists on derivative-works ownership language,
escalate to counsel — this is outside the scope of what the playbook
authorizes the contracts manager to negotiate in an NDA. Provide the
escalation flag language. If the counterparty is objecting to the
"no-license" clause (claiming it's too restrictive for the evaluation),
counter with a limited evaluation license: "a limited, non-exclusive,
non-transferable license to use the Confidential Information solely for
the Purpose and solely during the Term of this Agreement."
Output: Position + language + escalation flag if IP assignment is at
issue.
Things to avoid:
- Granting any rights beyond the evaluation license.
- Accepting "work made for hire" language in an NDA under any
circumstances.
Output format: Markdown.
```
---
# Clause 9 — Governing law
## 9A. Redline governing law and venue
```
Role: You are a contracts attorney reviewing the governing law and venue
clause.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The governing law and/or dispute resolution clause.
Task: Confirm: (1) the governing law is the firm's preferred jurisdiction
per the playbook; (2) venue is in the firm's preferred courts; (3) the
clause specifies the applicable conflicts-of-law rule (most commonly:
"without regard to its conflict of laws principles").
If the counterparty proposes a different jurisdiction:
- Assess the delta (different US state vs. foreign jurisdiction vs.
arbitration vs. litigation)
- Recommend the playbook position with specific language
Note: Governing-law choice in an NDA has downstream enforceability
implications for the non-solicitation clause, residuals, and injunctive
relief. Consult counsel before accepting a jurisdiction materially
different from the playbook's preferred.
Things to avoid:
- Accepting foreign governing law without flagging it for counsel —
enforcing NDA terms in non-US courts adds material cost and
uncertainty.
- Accepting arbitration for NDA disputes without counsel direction —
arbitration eliminates injunctive-relief options in some
jurisdictions.
Output format: Markdown.
```
## 9B. Counter-position on governing law
```
Role: You are a contracts attorney responding to the counterparty's
pushback on governing law.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty is proposing a different US state, assess
whether it's within the playbook's acceptable range. If the counterparty
is proposing foreign law or arbitration, escalate to counsel with a note
on the injunctive-relief implications.
Output: Position + language + counsel-escalation flag if jurisdiction is
a non-US or arbitration clause.
Things to avoid:
- Agreeing to arbitration without counsel sign-off on the injunctive-
relief carveout — most NDA disputes resolve via temporary restraining
order, which requires court access.
Output format: Markdown.
```
---
# Clause 10 — Injunctive relief
## 10A. Redline injunctive relief provision
```
Role: You are a contracts attorney reviewing the injunctive relief clause
in an NDA.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The injunctive relief or equitable remedies clause.
Task: Confirm: (1) the clause acknowledges that breach of the NDA would
cause irreparable harm for which monetary damages are inadequate; (2) the
clause provides that either party may seek injunctive or equitable relief
without posting bond and without proving actual damages; (3) the clause
is mutual.
If any element is missing or is one-way, redline to the playbook
language.
Note: Without this clause, a party seeking a temporary restraining order
must argue irreparable harm at the hearing — which is possible but adds
cost and uncertainty. Consult counsel on the jurisdiction-specific
requirements for injunctive relief in NDA matters.
Things to avoid:
- Accepting one-way injunctive relief (only the disclosing party can
seek it) — the firm may need this protection as a receiving party
whose own CI is at risk.
- Accepting language requiring proof of actual damages as a
prerequisite for injunctive relief — that defeats the purpose.
Output format: Markdown.
```
## 10B. Counter-position on injunctive relief
```
Role: You are a contracts attorney responding to the counterparty's
pushback on injunctive relief.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty objects to the no-bond provision, check the
playbook — if bond is acceptable, counter with a nominal bond amount
(e.g. $1,000). If the counterparty objects to mutual injunctive relief,
hold firm — this is non-negotiable in the playbook.
Output: Position + language + rationale.
Things to avoid:
- Dropping the irreparable-harm acknowledgment — this acknowledgment
significantly reduces the evidentiary burden in emergency proceedings.
Output format: Markdown.
```
---
# Clause 11 — Term of the NDA
## 11A. Redline NDA term
```
Role: You are a contracts attorney reviewing the term of the NDA
(the length of time the NDA itself is in force, separate from the
survival period for confidentiality obligations).
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The term clause.
Task: Identify: (1) the NDA term (how long the agreement is active);
(2) the termination mechanism (expiry, notice, or mutual written
agreement); (3) whether the NDA has an automatic renewal.
Playbook typically specifies: 2-3 years for standard commercial NDAs;
no auto-renewal without mutual written confirmation. If the counterparty
proposes a materially shorter term (under 12 months) or an indefinite
term without a cap, redline to playbook range.
Things to avoid:
- Accepting an indefinite NDA term (no expiry) — even if confidentiality
obligations survive termination, the NDA itself should have a defined
life so obligations can be cleaned up.
- Accepting an auto-renewal without notice rights — the firm needs
control over when the relationship ends.
Output format: Markdown.
```
## 11B. Counter-position on NDA term
```
Role: You are a contracts attorney responding to the counterparty's
pushback on the NDA term.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty wants a shorter term, assess why — if this is
a project-specific NDA, a 12-month term may be acceptable. If the
counterparty wants indefinite term, counter with 5 years and a review
mechanism. If they want auto-renewal, counter with auto-renewal plus 60
days' notice of non-renewal.
Output: Position + language + rationale.
Things to avoid:
- Agreeing to indefinite term as the default.
Output format: Markdown.
```
---
# Clause 12 — Survival of confidentiality obligations
## 12A. Redline survival period
```
Role: You are a contracts attorney reviewing the survival of
confidentiality obligations after NDA termination.
Context: Firm's NDA playbook in project knowledge. Counterparty's draft
in project knowledge.
Input: The survival clause or the survival language embedded in the
confidentiality obligation.
Task: Identify the survival period (how long confidentiality obligations
continue after the NDA expires or terminates). Playbook standard:
- Trade secrets: in perpetuity (or for the life of the trade secret)
- Other CI: 2-5 years post-termination
If the survival period is shorter than the playbook minimum, redline.
If trade-secret CI is included in the scope and the survival period is
finite for all CI, redline to add "provided that obligations with respect
to Trade Secrets shall continue for so long as such information
constitutes a trade secret under applicable law."
Things to avoid:
- Accepting a survival period shorter than 2 years for any CI — most
NDA litigation arises 12-24 months post-disclosure.
- Accepting a survival clause that makes trade-secret obligations
expire when commercial CI expires — trade-secret obligations should
persist independently.
Output format: Markdown.
```
## 12B. Counter-position on survival
```
Role: You are a contracts attorney responding to the counterparty's
pushback on the survival period.
Context: Playbook, firm's redline, counterparty's response in project
knowledge.
Input: The counterparty's specific objection.
Task: If the counterparty objects to the trade-secret carveout, hold
firm — trade-secret status under the Defend Trade Secrets Act (US) is
determined by the nature of the information, not by the NDA's expiry.
Consult counsel if the counterparty insists on a finite trade-secret
survival period. If the counterparty objects to the general CI period,
counter at the midpoint of the playbook range.
Output: Position + language + counsel-escalation flag if trade-secret
survival is disputed.
Things to avoid:
- Agreeing to a finite survival period for trade secrets without
counsel direction.
Output format: Markdown.
```