Un pack de 24 prompts estructurados para Claude para redlinear las 12 cláusulas más negociadas de un NDA. Cada cláusula tiene dos prompts: un prompt A para el redline inicial del borrador de la contraparte contra el playbook de tu empresa, y un prompt B para redactar una contra-posición cuando la contraparte rechaza tu redline. Los prompts están calibrados para anclarse en el playbook de NDA de la empresa — sin el playbook, el pack no inventa posiciones, sino que señala la brecha. Cada output es un borrador que el contracts manager o el asesor jurídico interno revisa y edita antes de enviar. Consulta a tu asesor jurídico sobre cualquier posición en una cláusula antes de comprometerte.
Las 12 cláusulas: alcance de confidencialidad, definición de Información Confidencial, exclusiones de Información Confidencial, divulgaciones permitidas, devolución o destrucción, residuals, non-solicit, propiedad intelectual, ley aplicable, tutela cautelar, plazo del NDA y supervivencia de las obligaciones de confidencialidad.
Cuándo usar
La empresa tiene un playbook de NDA escrito con posiciones nombradas por cláusula (preferida, aceptable, línea de ruptura). Sin el playbook, los prompts señalan cada cláusula como “el playbook no cubre esto” en lugar de afirmar posiciones.
El volumen de NDAs es lo suficientemente alto como para que la consistencia entre negociaciones sea importante — típicamente más de 10 revisiones de NDA por trimestre.
Un contracts manager o paralegal hace la revisión inicial y escala los elementos marcados al asesor jurídico interno, en lugar de que el asesor revise cada NDA desde cero.
Quieres que la revisión detecte consistentemente problemas de canales informales y cuentas personales — estos prompts preguntan sobre residuals, non-solicit e IP en una estructura de NDA que a menudo introduce cláusulas que una revisión estándar pasa por alto.
Cuándo NO usar
Estructuras de NDA muy novedosas o complejas. Los NDAs de desarrollo conjunto, NDAs que incluyen obligaciones de exclusividad o NDAs ligados a procesos de M&A tienen dimensiones estratégicas que los prompts no cubren. Esos necesitan asesoramiento jurídico desde cero.
Sustituir la revisión del asesor jurídico en operaciones de alto valor. El pack es una herramienta de primera pasada para trabajo de NDAs de volumen. Cuando el acuerdo al otro lado del NDA es material — un cliente importante, una contraparte de M&A, una asociación estratégica — trata el output del pack como un marco inicial y que el asesor complete la revisión.
Envío automático de redlines. El pack produce borradores; el contracts manager los envía. Ningún output de este pack va directamente a una contraparte sin revisión y aprobación humana.
NDAs no comerciales. Los NDAs de empleados, los componentes de NDA incrustados en contratos de trabajo y los NDAs en industrias reguladas (salud, servicios financieros) tienen dimensiones de cumplimiento más allá de la negociación comercial. Consulta a tu asesor jurídico sobre el proceso de revisión adecuado.
Configuración
Descarga el bundle. Coloca apps/web/public/artifacts/nda-clause-redline-prompt-pack/nda-clause-redline-prompt-pack.md en un lugar que tu equipo de contratos pueda leer — una página de Notion, una wiki interna o los knowledge files de un proyecto de Claude.
Redacta el playbook de NDA de la empresa. Por cada una de las 12 cláusulas del pack, documenta: posición preferida, posición aceptable, posición de ruptura y justificación para cada nivel. El playbook es el ancla que los prompts citan; sin él, los prompts señalan brechas en lugar de generar posiciones. Redactar el playbook es un proyecto único, típicamente 8-15 horas de tiempo de asesor jurídico, que se amortiza en cada revisión de NDA posterior.
Crea un proyecto de Claude por negociación activa. Nómbralo nda-<contraparte>-<id-asunto>. Incluye el playbook y el borrador actual de la contraparte como project knowledge. Agrega los prompts del pack como saved prompts dentro del proyecto.
Ejecuta los prompts A para la revisión inicial. Los prompts 1A a 12A cubren el redline inicial del borrador de la contraparte. Ejecútalos en secuencia en el primer borrador que recibes.
Ejecuta los prompts B después de que la contraparte responda. Para cada cláusula donde la contraparte rechazó tu redline, ejecuta el prompt B correspondiente. Los prompts B redactan una contra-posición anclada en el playbook.
Revisa y edita antes de enviar. El contracts manager tiene voz, criterio y el texto final. Consulta a tu asesor jurídico sobre cualquier cláusula antes de comprometerte.
Qué contiene el pack
24 prompts en 12 cláusulas, organizados como pares A/B.
Nivel 1 — Marco de confidencialidad (Cláusulas 1-4). Los prompts 1A/1B cubren el alcance de confidencialidad (mutuo vs. unilateral, exclusiones estándar). Los prompts 2A/2B cubren la definición de Información Confidencial (cobertura por categorías, ventanas de confirmación de divulgaciones orales). Los prompts 3A/3B cubren las exclusiones (las 4 carveouts estándar: dominio público, conocimiento previo, desarrollo independiente, divulgación por terceros). Los prompts 4A/4B cubren las divulgaciones permitidas (empleados con necesidad de saber, asesores profesionales, divulgación forzada con aviso previo).
Nivel 2 — Obligaciones y restricciones (Cláusulas 5-8). Los prompts 5A/5B cubren la devolución o destrucción (timing de certificación, excepciones de sistemas de backup con obligación continua). Los prompts 6A/6B cubren los residuals (alcance estricto de “memoria no asistida” vs. lenguaje excesivamente amplio de “información residual intangible” — una distinción que ha sido litigada en casos de secretos comerciales). Los prompts 7A/7B cubren el non-solicit (mutual vs. unilateral, exclusión de reclutamiento pasivo, sensibilidad jurisdiccional). Los prompts 8A/8B cubren la propiedad intelectual en un NDA (el modo de falla clave: asignación de IP que aparece en un contexto de NDA donde no pertenece; los prompts lo señalan como fuera de alcance y escalan al asesor jurídico).
Nivel 3 — Mecánicas de cumplimiento (Cláusulas 9-12). Los prompts 9A/9B cubren la ley aplicable (jurisdicción, regla de conflicto de leyes, implicaciones de ejecutabilidad para non-solicit y residuals). Los prompts 10A/10B cubren la tutela cautelar (reconocimiento de daño irreparable, disposición sin caución, reciprocidad). Los prompts 11A/11B cubren el plazo del NDA (duración, mecanismo de terminación, renovación automática). Los prompts 12A/12B cubren la supervivencia de las obligaciones de confidencialidad (período de supervivencia general de CI, carveout de secretos comerciales a perpetuidad, encuadre en la DTSA para NDAs regidos por derecho estadounidense).
Realidad de costos
Costo de tokens por prompt: cada invocación usa aproximadamente 8,000-20,000 tokens de entrada (playbook + borrador de la contraparte + instrucciones del prompt) y 500-1,500 tokens de salida. Por prompt: $0.05-0.10 a los precios actuales de Claude ($3/M entrada, ~$15/M salida).
Por revisión completa de NDA, primera pasada (12 prompts A): ~$0.60-1.20.
Por revisión completa de NDA, ciclo de vida completo incluyendo prompts B para cláusulas disputadas (típicamente 4-6 de las 12 generan respuesta): ~$1.50-2.50.
Tiempo del contracts manager / paralegal — el ahorro de tiempo es el ROI principal. Una revisión manual de primera pasada de un NDA de la contraparte contra un playbook toma 60-90 minutos para un paralegal y 30-45 minutos para un contracts manager experimentado. Con los prompts A más revisión del output: 15-25 minutos por NDA. En 40 revisiones de NDA por trimestre, eso son 30-40 horas ahorradas por trimestre.
Tiempo de configuración — 15-30 minutos una vez que existe el playbook. La redacción del playbook es el costo único vinculante (8-15 horas de tiempo de asesor jurídico); se reutiliza en cada NDA, acuerdo de proveedor con anexo de NDA y acuerdo de confidencialidad de M&A.
Spellbook integra la revisión de NDA directamente en Word y puede aplicar redlines anclados en el playbook dentro del documento. Si tu equipo de contratos vive completamente en Word y quiere redlines en el documento en lugar de outputs de Claude que copian a Word, la experiencia en-documento de Spellbook es más rápida. El trade-off: Spellbook requiere una licencia y está limitado a su cobertura de cláusulas integrada. Este pack de prompts no tiene costo de licencia por usuario y cubre lógica de cláusulas que el contracts manager puede inspeccionar y modificar.
Métrica de éxito
Tiempo desde la recepción del borrador de la contraparte hasta el envío de los redlines de la empresa. Debería bajar de 3-5 días hábiles a 1-2 días hábiles para revisiones estándar de NDA.
Tasa de escalada por cláusula. Porcentaje de cláusulas por NDA que requieren revisión del asesor jurídico más allá de la aprobación del contracts manager. Debería estabilizarse en 1-3 cláusulas por NDA después del primer trimestre de uso.
Precisión de citas del playbook. En la revisión trimestral, verifica que cada posición citada por el pack del playbook aparezca realmente en el playbook al nivel citado (preferida/aceptable/ruptura).
vs alternativas
vs Spellbook o módulos de revisión de NDA de Harvey. Esas herramientas aplican redline con IA dentro de Word con integración del playbook de la empresa. Elígelas cuando la interfaz principal del equipo de contratos es Word y el costo de licencia por usuario está dentro del presupuesto. Este pack es la opción correcta cuando quieres visibilidad completa de la lógica de los prompts, cuando necesitas cubrir lógica de cláusulas que esas herramientas no exponen, o cuando haces trabajo de NDA de bajo volumen que no justifica una licencia por usuario.
vs ChatGPT-style “redlinea este NDA contra este playbook.” Un prompt genérico devuelve comentarios a nivel de párrafo. Estos prompts son estructuralmente diferentes: output por cláusula con nivel del playbook citado, lenguaje de reemplazo específico, secciones explícitas de “cosas a evitar” que protegen contra modos de falla específicos.
vs revisión manual por paralegal. Correcto para los NDAs de mayor importancia donde el criterio estratégico del asesor domina cada cláusula. El pack justifica su costo de configuración en el trabajo de NDA comercial de alto volumen.
Watch-outs
Deriva del playbook. Los prompts citan posiciones del playbook explícitamente; si el playbook se actualiza sin actualizar los project knowledge files de Claude, los prompts producen citas desactualizadas. Guard: los prompts señalan “el playbook no cubre esto” cuando una cláusula no está en el playbook en lugar de inventar una posición.
Ejecutabilidad específica por jurisdicción. El non-solicit, los residuals y la ley aplicable tienen implicaciones de ejecutabilidad específicas por jurisdicción que los prompts señalan pero no pueden resolver. Guard: los prompts para non-solicit (7A/7B), ley aplicable (9A/9B) y residuals (6A/6B) incluyen marcas explícitas de escalada al asesor jurídico para posiciones sensibles a la jurisdicción.
Asignación de IP disfrazada de cláusula de NDA. Las contrapartes ocasionalmente insertan lenguaje de asignación de IP en plantillas de NDA. Esto está fuera del alcance de lo que un contracts manager debería negociar en un NDA. Guard: el prompt 8A señala explícitamente este patrón y escala al asesor jurídico en lugar de generar un contra-redline.
Deriva de envío automático. El pack produce borradores. Guard: ninguno de los prompts produce output formateado como un correo electrónico listo para enviar. El output siempre es un borrador de redline o análisis, requiriendo acción explícita del contracts manager para convertirlo en un formato de envío.
Stack
El bundle se encuentra en apps/web/public/artifacts/nda-clause-redline-prompt-pack/:
nda-clause-redline-prompt-pack.md — los 24 prompts, listos para pegar
Herramientas: Claude para los prompts; Spellbook como alternativa en-Word si tu equipo prefiere redline en el documento. El output se integra en formato de redline de Word, tu CLM o el hilo de negociación.
Relacionado: el MSA negotiation prompt pack cubre un workflow más amplio de negociación de MSA, incluyendo escalada de posiciones de reserva y lectura de postura de la contraparte.
# 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.
```