Legal and compliance
Contract review against a playbook
Reads incoming contracts, compares each clause with your playbook, and drafts tracked-change redlines and a risk note for your lawyer to approve.
Agent
Legal and compliance · Custom app
Standard NDA drafting
AI NDA drafting from your approved template
A simple form that builds a ready-to-sign NDA from your approved template, fills in the parties from your CRM and sends it out through DocuSign.
01 today
The problem
Sales and partnership teams need NDAs before every serious conversation, and each one waits in a queue for someone senior. People copy last month's NDA and forget to change the party names or governing law. Deals stall over a document that should take minutes.
02 the run
What the AI does
- Step 1: Offers a short form inside HubSpot, Salesforce or Slack: counterparty, mutual or one-way, purpose and country.
- Step 2: Looks up the company's legal name and registered address from your CRM and checks them with the requester.
- Step 3: Builds the NDA from your approved template and the governing law that fits the counterparty's location.
- Step 4: Flags any requested change to the standard wording and routes it to legal instead of drafting it.
- Step 5: Sends the clean NDA for signature through DocuSign and files the signed copy against the CRM record.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Your lawyer approves the template and its allowed options once. Any NDA that departs from that template, or any counterparty markup, goes to legal for review before signing.
04 after
What changes
Standard NDAs go out the same day they are asked for, and every one uses wording your lawyer has approved. Legal only sees the NDAs that actually need judgement.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Agent
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.