Guide · Agent skill
How to use the NDA Triage Reviewer agent skill (nda-review)
Updated · written with AI from the project's own documentation and checked against our catalogue data
The NDA Triage Reviewer is an agent skill that reads an incoming non-disclosure agreement and sorts it into one of three buckets: GREEN (safe to sign), YELLOW (a lawyer should check one or two specific points) or RED (stop before anyone spends time on it). It is written for sales and business development staff who want to know whether legal needs to see an NDA, and for legal teams that want a triage step before attorney review. This guide explains what the skill does, how to install it, how to ask for it, and what it needs before it will give you a usable result.
NDA Triage Revieweranthropics/claude-for-legal · Apache-2.0 Download the skill Quick start
- 1Download and unzip. Download the nda-review ZIP from the directory page and unzip it so the nda-review folder is in ~/.claude/skills/ or your project's .claude/skills/ folder. Alternatively, upload it under Settings → Capabilities → Skills in the Claude apps.
- 2Confirm your NDA positions. Check that ~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md has a Playbook section with NDA triage positions for the side you are on. Have an attorney review them.
- 3Make a request. Ask in plain language, naming the counterparty and whether your company is sales-side or purchasing-side.
- 4Answer any clarifying questions. If the skill cannot tell which side you are on, or a term is missing from your playbook, answer the question it asks. It will record new positions in your configuration file.
- 5Read the bucket and next step. Check whether the result is GREEN, YELLOW or RED and follow the next step listed. Treat YELLOW and RED as a request for lawyer review.
- 6Check the destination before sharing. Before pasting output into a channel, email or document, confirm the destination is inside the privilege circle, or ask for the sanitized version.
What an agent skill is and what this one does
An agent skill is a set of instructions and reference material that an AI agent loads when a task matches it. This skill is named nda-review and is part of the claude-for-legal plugin set under the commercial-legal area. It is loaded by the /commercial-legal:review command when an NDA is detected.
When an NDA arrives, the skill checks the agreement against your team's written NDA positions and assigns a bucket. It also looks past the NDA label. If the document contains obligations beyond confidentiality, such as standstills, exclusivity, non-solicits, non-competes, IP assignments, right of first refusal, most-favored-nation clauses or broad arbitration terms, it is automatically marked YELLOW and routed for attorney review. It also warns when output is about to be shared to a destination outside the privilege circle, such as a public channel or a counterparty, because that can waive legal privilege.
- GREEN: the NDA meets every position in your playbook and can go to signature.
- YELLOW: a lawyer should check one or two specific points.
- RED: stop before anyone spends time on it.
- Documents that are really services agreements or term sheets labelled as NDAs are routed to attorney review rather than judged as NDAs.
Set up your NDA positions before you run it
The skill does not ship with default positions on NDA terms. It reads them from your practice-level configuration file at ~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md, in the section ## Playbook, under the side that applies (Sales-side or Purchasing-side) and the subsection NDA triage positions. The source says the positions should be attorney-reviewed.
If that section is missing, or silent on a term that appears in the NDA, the skill asks you what your default position should be and writes your answer back to that file. If the matching side is not configured, the skill tells you to run /commercial-legal:cold-start-interview --side <side> first.
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.mdInstall the skill (ZIP download or Claude apps upload)
Download the ZIP for nda-review from the directory page. The package contains one file, SKILL.md. Unzip it so the nda-review folder sits in one of these locations:
For a personal install, place it in ~/.claude/skills/. For a single project, place it in that project's .claude/skills/ folder.
If you use the Claude apps instead, open Settings, go to Capabilities, then Skills, and upload the skill there.
- Personal: ~/.claude/skills/nda-review/
- Project: .claude/skills/nda-review/ inside your project folder
- Claude apps: Settings → Capabilities → Skills, then upload
Trigger the skill with a natural request
You do not need a special syntax for everyday use. Describe the task in plain language when you have an NDA to check. The skill is loaded when an NDA is detected. For the full plugin workflow, the source names the command /commercial-legal:review.
Give the agent the counterparty name and, if it is not obvious, say which side your company is on. The skill needs to know whether you are sales-side (a vendor or partner evaluating your product) or purchasing-side (you are evaluating theirs). If it is unclear, the skill will ask.
- "Triage this NDA from Acme Corp. We are evaluating their product, so we are purchasing-side."
- "Is this NDA from our prospect Northwind safe to sign, or does legal need to see it?"
- "Review the attached mutual NDA and tell me which bucket it falls in and why."
Read the output
For a GREEN result, the output is a short table listing each playbook check with a pass or fail status and the playbook section it came from, followed by a next step. For YELLOW or RED, the output points to the specific clauses that need attention so the reviewer knows what to look at.
Outputs are prefixed with a work-product header from your plugin configuration. Before a non-lawyer proceeds past GREEN to signature, the skill asks whether an attorney has reviewed the result. If not, it generates a one-page brief for an attorney covering the counterparty, the NDA direction, the checks run, and the questions to ask.
- Counterparty name and the side whose playbook was applied
- Playbook check results with pass or fail
- Next step: signature workflow or approver named in your config
Safety notes: scripts and network access
The source lists this skill as running no scripts and using no network access. It is a set of instructions that the agent follows using the files you give it and your local configuration. Because it reads your playbook and can write outputs to your matter folder, keep the configuration file accurate and do not store anything in it you would not want the agent to read.
Check the destination before you paste output anywhere. If you name a public channel, a company-wide list, a counterparty, a vendor or a client, the skill flags that the privilege protection may not apply and offers a privileged version for legal only, a sanitized version, or both.
- Runs scripts: no
- Uses network: no
- Privilege: check the destination before sharing outputs
What people use it for
- A sales rep receives a mutual NDA from a prospect and wants to know whether it can go straight to signature or needs legal.
- A business development team screens a batch of inbound NDAs so legal only reads the YELLOW and RED ones.
- An in-house legal operations person adds a triage step ahead of attorney review for NDAs that arrive from partners.
- A team checks an agreement labelled as an NDA that actually contains a standstill or exclusivity clause, and routes it to an attorney.
- A purchasing-side employee evaluating a vendor's product checks the NDA terms before the evaluation starts.
Frequently asked questions
How do I install the nda-review agent skill?
Download the nda-review ZIP from the directory page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. In the Claude apps you can instead upload it under Settings → Capabilities → Skills.
What does the nda-review skill need to work properly?
It needs a practice-level CLAUDE.md configuration at ~/.claude/plugins/config/claude-for-legal/commercial-legal/ with an attorney-reviewed NDA triage positions section. Without those positions it will not issue GREEN.
Is the nda-review skill free to use?
The source lists the license as Apache-2.0 but does not state pricing, so check the directory page for any cost details. The license is the source of terms for reuse.
Does this skill give legal advice?
No. The source describes it as a triage aid, not a substitute for counsel. It cannot give legal advice on enforceability or governing law without a lawyer.
Why won't the skill mark my NDA GREEN?
GREEN requires attorney-reviewed NDA positions in your practice profile. If those are missing, the skill will not route the NDA to signature and will suggest YELLOW or attorney review instead.
Can I use this instead of a lawyer?
Not for final decisions. The skill sorts NDAs so lawyers only read the ones that need it. It is meant to reduce unnecessary legal review, not replace it, and the source says to route anything unusual to an attorney.
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Our verdict
Use nda-review if your team has written, attorney-reviewed NDA positions and wants sales or business staff to screen inbound NDAs before involving legal. Pick something else if you have no approved NDA positions, need advice on enforceability or governing law, or regularly receive agreements that are really services contracts or term sheets, since those need a lawyer from the start.
Download the skill