> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# NDA Review

> Extract parties, key terms, and obligations from Non-Disclosure Agreements to assess risk quickly

## Overview

NDA Review is a workflow to review and analyze **Non-Disclosure Agreements (NDAs)** to extract parties, key terms, and obligations so legal, procurement, and operations teams can assess risk quickly and consistently.

It supports first-pass NDA review — party identification, term extraction, obligation summary, and key clause validation — in one streamlined workflow.

**What you get:** a structured table of extracted NDA fields you can review, edit, and export.

<Tip>
  To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see [Setting Up a Workflow](/workflows/setting-up-a-workflow) for a comprehensive guide. This page focuses on what's specific to **NDA Review**.
</Tip>

## When to use NDA Review

Use this workflow when you need a consistent first-pass review of NDAs, including:

* Identifying disclosing vs receiving parties
* Confirming when the NDA becomes effective
* Understanding what counts as "Confidential Information"
* Capturing permitted disclosures and legal exceptions
* Confirming the term/duration and survival of obligations
* Confirming return/destruction of information requirements
* Confirming governing law and dispute venue (if stated)
* Flagging non-solicitation obligations (if present)

## Step-by-step usage

<Steps>
  <Step title="Open the workflow">
    Navigate to **Workflows** > **Template gallery** and select **NDA Review**.
  </Step>

  <Step title="Upload documents">
    Upload the NDA documents (PDF only).
  </Step>

  <Step title="Upload related documents (optional)">
    Upload related documents (e.g., addendums, amendments, SOW/MSA references) if they affect confidentiality obligations.
  </Step>

  <Step title="Run extraction">
    Click **Run** to begin extraction.
  </Step>

  <Step title="Review extracted fields">
    Review extracted fields and edit anything that is incorrect.
  </Step>

  <Step title="Export">
    Export results (CSV or Excel) for reporting or downstream processing.
  </Step>
</Steps>

## Inputs

* **Required:** access to [alk.wamiri.com](http://alk.wamiri.com)
* **Required:** stable internet connection
* **Required document type:** NDA documents (**PDF only**)
* **Optional:** amendments/addendums for full context

## What's specific to NDA Review

1. **Parties must be mapped correctly.** Make sure the Disclosing Party and Receiving Party are correctly identified (some NDAs are mutual; in that case, capture both parties and note "Mutual" in remarks if you add a remarks field).
2. **Definitions drive scope.** The "Confidential Information" definition and permitted disclosures determine what is protected and what is excluded.
3. **Duration and return obligations are key obligations.** Confirm the NDA term and how long confidentiality obligations survive, and whether return/destruction is required at termination or upon request.

## Standard fields (default columns)

| Field                                   | Description                                                                                                                                                | Field Type | Task Type  |
| --------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------- | ---------- |
| **Disclosing Party**                    | Party disclosing confidential information (legal name as stated in the NDA).                                                                               | Text       | Extraction |
| **Receiving Party**                     | Party receiving confidential information (legal name as stated in the NDA).                                                                                | Text       | Extraction |
| **Effective Date**                      | Date the NDA becomes effective.                                                                                                                            | Date       | Extraction |
| **Confidential Information Definition** | Definition/scope of what is considered confidential information (including exclusions, if stated).                                                         | Text       | Extraction |
| **Permitted Disclosures**               | Permitted disclosures, exceptions (e.g., required by law), and who information can be shared with (e.g., affiliates, employees, advisors) with conditions. | Text       | Extraction |
| **Term/Duration**                       | NDA term/duration and any survival period for confidentiality obligations.                                                                                 | Text       | Extraction |
| **Return of Information**               | Return/destruction requirements for confidential information (timing, scope, certifications).                                                              | Text       | Extraction |
| **Governing Law**                       | Governing law (and venue/jurisdiction for disputes if stated).                                                                                             | Text       | Extraction |
| **Non-Solicitation**                    | Non-solicitation obligations (if present), including duration and scope (employees/customers/contractors).                                                 | Text       | Extraction |

## Customising NDA Review columns

You can tailor columns to match your legal review checklist.

* Add columns for mutual vs one-way NDA, confidentiality marking requirements, residuals, injunctive relief, assignment, notice addresses, and remedies.
* Rename columns to be explicit (for example, "Term (months/years)" or "Survival period (months/years)").
* Keep column names clear and unambiguous to improve extraction quality.

## Important notes

* Always validate parties and effective date against the signature blocks and defined terms section.
* If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.
* NDAs vary widely; capture exact clause language when ambiguity matters.

## Related articles

* [Setting Up a Workflow](/workflows/setting-up-a-workflow)
* [How To Add Custom Columns](/workflows/setting-up-a-workflow#how-to-add-custom-columns)

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include:

* What you were trying to do
* What happened instead
* Any error messages
* Steps to reproduce
* Screenshots or recordings (if available)