Review an NDA or supply terms against the firm playbook
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Mark clauses in the draft that depart from the playbook positions the lawyer supplies, and set the playbook position beside each departure.
- What the lawyer must review
- Accept, reject or rewrite every mark before the draft goes back. A playbook position is not legal advice until you confirm it against the contract's governing law. Formal Opinion 512 requires independent review of generated output you rely on. Model Rule 1.6: keep the counterparty draft out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Mutual nondisclosure agreement (United States commercial discussions) | Agreement | AI use Yellow | Mutual nondisclosure agreement for two businesses exploring a US commercial deal. |
Signed-in accounts can read the full text of each one. All precedents.