{"id":"94926906-dd98-418f-aebd-ef6bebf44897","shortId":"CmMJJW","kind":"skill","title":"nda-review-jamie-tso","tagline":"Guide to review incoming one-way (unilateral) commercial NDAs in a jurisdiction-agnostic way, from either a Recipient or Discloser perspective (user-selected), producing a clause-by-clause issue log with preferred redlines, fallbacks, rationales, owners, and deadlines.","description":"# NDA Review Playbook (Commercial, Jurisdiction-Agnostic)\n\n## Overview\n\n| What this skill does | What it does not do |\n|---|---|\n| Reviews an NDA and outputs issues, risks, and suggested redlines | Provide jurisdiction-specific legal conclusions |\n| Supports *Recipient* or *Discloser* perspectives (user-chosen) | Guarantee enforceability |\n| Produces an executive summary + clause-by-clause markup guidance | Replace counsel for complex deals |\n\n**Scope limitation (important):** this playbook supports **one-way (unilateral) commercial NDAs only**.\n\nIf the NDA is **mutual**, stop: this playbook is **out of scope** and you should escalate to counsel or use a separate mutual-NDA review approach.\n\n> **Variation callouts** appear throughout:\n> - **M&A / Due diligence**\n> - **Employment / contractor**\n> - **Investor / VC**\n\n## LEGAL DISCLAIMER\n\n**THIS IS NOT LEGAL ADVICE.** This skill is provided for informational and educational purposes only. Laws vary by jurisdiction and individual circumstances, and only a licensed attorney can provide advice tailored to your specific situation. When the NDA is high-risk, high-value, cross-border, or otherwise sensitive, escalate to qualified counsel.\n\n**Remember:** All outputs from this skill must be reviewed by a qualified legal professional before being used for any legal purposes.\n\n---\n\n## Inputs to collect (ask before reviewing)\n\n### A. Role and deal context (required)\n- [ ] Are we reviewing as **Recipient** (we receive confidential info) or **Discloser** (we disclose confidential info)?\n- [ ] Confirm the NDA is **one-way (unilateral)**. If it is **mutual**, stop: this playbook cannot be used.\n- [ ] What is the **purpose** / permitted use (e.g., evaluation of partnership, vendor RFP, diligence)?\n- [ ] What are the **parties** (legal names) and any **affiliates** that should be covered?\n- [ ] What information types are expected (tech, pricing, customer data, product roadmap, source code)?\n- [ ] Desired **timeline**: when do we need to sign?\n\n### B. Practical constraints (recommended)\n- [ ] Do we need to share with **affiliates**, advisors, contractors, auditors, or potential acquirers?\n- [ ] Will we need to **export** data across borders or store in cloud tools?\n- [ ] Will any **personal data** be shared? If yes, are there separate data-processing terms?\n\n> **Jurisdiction-agnostic note:** avoid asserting “this clause is invalid” without the governing law details; focus on *commercial risk*, *operational feasibility*, and *market norms*.\n\n## Deliverables (output format)\n\n### Quick start (default output template)\n\nALWAYS output:\n1) **Executive summary**\n2) **Clause-by-clause issue log** (single table)\n\n### A. Executive summary (1 page)\n- [ ] Party role (Recipient or Discloser) and confirmation it is one-way (unilateral)\n- [ ] Top 5 negotiation points (ranked)\n- [ ] “Sign as-is” / “Sign with changes” / “Escalate” recommendation\n\n### B. Clause-by-clause issue log (lawyer-style, thorough)\nUse a single table so counsel and business owners can track issues, owners, and deadlines.\n\n| Clause | Issue (1 line) | Risk (H/M/L) | Preferred redline | Fallback | Rationale (1–2 sentences) | Owner | Deadline |\n|---|---|---:|---|---|---|---|---|\n| Definition | Overbroad; includes unmarked info with no reasonableness |  |  |  |  |  |  |\n| Term & survival | Perpetual confidentiality for all information |  |  |  |  |  |  |\n| Use restriction | Purpose too broad; blocks internal evaluation |  |  |  |  |  |  |\n| Disclosures | Representatives undefined; strict liability |  |  |  |  |  |  |\n| Return/destruction | No backup carve-out |  |  |  |  |  |  |\n| Remedies | One-way fees + automatic injunction |  |  |  |  |  |  |\n| Liability | Indemnity + unlimited consequential damages |  |  |  |  |  |  |\n| Boilerplate | Assignment prohibits change of control |  |  |  |  |  |  |\n\n### Example (compact)\n\n**Executive summary (example skeleton):**\n- Role: Recipient (one-way NDA)\n- Recommendation: Sign with changes\n- Top 5 points: definition scope; term/survival; representatives; backup carve-out; remedies/fees\n\n**Issue log (example rows):**\n\n| Clause | Issue (1 line) | Risk (H/M/L) | Preferred redline | Fallback | Rationale (1–2 sentences) | Owner | Deadline |\n|---|---|---:|---|---|---|---|---|\n| Term & survival | Perpetual confidentiality for all information | H | Add 2–5 year survival; trade secret carve-out only | 5-year survival for all | Reduces indefinite operational burden while protecting truly sensitive info | Legal | Before signature |\n| Return/destruction | No backup carve-out | M | Add backup/legal hold exception + continued confidentiality | Allow retention in immutable backups only | Required for standard IT operations; avoids impossible compliance | Security + Legal | Before signature |\n\n## 5-step workflow\n\n### Step 1 — Identify stance (Recipient vs Discloser)\n- [ ] Confirm which side we are on for *this specific NDA* (titles are often misleading).\n- [ ] Confirm the NDA is **one-way (unilateral)**. If it is mutual, stop (out of scope).\n\n**Quick heuristic:**\n- If we are being asked to keep their info secret → we are **Recipient**.\n- If we are sharing our sensitive info → we are **Discloser** (if the NDA is mutual, stop: out of scope).\n\n### Step 2 — Triage the NDA (fast risk scan)\nFlag these immediately:\n- [ ] **Perpetual** confidentiality for *all* information (no trade secret distinction)\n- [ ] **Residuals clause** allowing use of “memory” or generalized knowledge\n- [ ] **Injunctive relief** + **attorneys’ fees** one-way against Recipient\n- [ ] **Indemnity** for breach or broad third-party claims\n- [ ] **No carve-outs** for compelled disclosure or prior knowledge\n- [ ] **Overbroad definition**: “all information, whether marked or not” with no reasonableness\n- [ ] **Affiliate coverage** missing when we must share internally\n\n> If any are present and the NDA matters, proceed with full review and consider escalation.\n\n### Step 3 — Clause-by-clause review (use the reference modules)\nUse these references while reviewing:\n- [Key clauses](references/KEY_CLAUSES.md)\n- [Party obligations](references/PARTY_OBLIGATIONS.md)\n- [Duration & scope](references/DURATION_SCOPE.md)\n- [Remedies & liability](references/REMEDIES_LIABILITY.md)\n- [Standard exceptions](references/STANDARD_EXCEPTIONS.md)\n\n### Step 4 — Draft redlines and negotiation positions\nFor each issue, produce:\n- **Preferred redline** (best risk outcome)\n- **Fallback position** (acceptable compromise)\n- **Rationale** (1–2 sentences: business + operational feasibility)\n- **Owner** (who needs to approve / negotiate: Legal, Sales, Security, Product)\n- **Deadline** (by when the counterparty needs the change)\n\n**Negotiation discipline:** do not propose 20 changes. Focus on the 5–10 that materially change risk.\n\n### Step 5 — Finalize the package\n- [ ] Ensure consistency (definitions used the same way everywhere)\n- [ ] Confirm operational feasibility (can we actually comply?)\n- [ ] Re-scan the Step 2 triage list and ensure each flagged item is represented in the issue log\n- [ ] Provide a short “what we changed and why” summary\n\n## Perspective-specific checklists\n\n### A. Recipient checklist (incoming NDA — typical case)\n\n| Topic | Red flags | Typical ask |\n|---|---|---|\n| Definition of Confidential Information | Overbroad; includes independently developed info; no marking/identification standard | Add reasonableness + identification standard; add exclusions |\n| Purpose / Permitted Use | Any use restriction beyond evaluation; bans on internal sharing | Tie to stated purpose; allow internal need-to-know |\n| Representatives | We are liable for any representative breach without control | Limit to those under written confidentiality; commercially reasonable care |\n| Term & survival | Perpetual for everything; unclear start date | Fixed term; longer only for trade secrets |\n| Return / destruction | Requires deletion of backups immediately | Add practical backup carve-out |\n| Remedies | One-way fees + broad injunction language | Mutuality or reasonableness; clarify equitable relief scope |\n| Liability / indemnity | Indemnity; unlimited damages; consequential damages | Cap or exclude categories; remove indemnity |\n| Residuals | Allows use of “retained in memory” | Delete or narrow heavily |\n\n> **M&A / Due diligence:** ensure diligence sharing (advisors, financing, affiliates) is permitted and that data room exports/notes are covered.\n\n### B. Discloser checklist (when we are sharing sensitive info)\n\n| Topic | Red flags | Typical ask |\n|---|---|---|\n| Definition | Too narrow; requires marking only; excludes oral disclosures | Add oral confirmation mechanism; broaden categories reasonably |\n| Security standard | Only “reasonable” with no baseline | Add minimum safeguards, or align with internal policy |\n| Exclusions | Too broad (e.g., “independently developed” with no proof) | Require written evidence of prior knowledge/independent development |\n| Term & survival | Too short | Extend for sensitive categories; trade secret survival |\n| Remedies | No equitable relief, no fees | Add equitable relief and/or fees (carefully) |\n\n> **Investor / VC:** watch for standstill, solicitation, and “no contact” provisions—these are not standard in plain NDAs and may need separate agreement.\n\n## Risk rating guide\n\n| Rating | Meaning | Example |\n|---:|---|---|\n| High | Creates material, uncapped, or operationally impossible risk | Broad indemnity + unlimited damages for any breach |\n| Medium | Risk is real but manageable with process controls | Strict notice deadlines for compelled disclosure |\n| Low | Mostly cosmetic or market-standard | Minor notice method issues |\n\n## Common pitfalls (issue → risk → fix)\n\n| Issue | Risk | Suggested fix |\n|---|---|---|\n| “All information is confidential forever” | Operational burden; unfair risk allocation | Add fixed term + trade secret carve-out |\n| No compelled disclosure carve-out | Breach if subpoenaed | Add “required by law” disclosure path |\n| Return/destruction requires purge of backups | Impossible to comply | Add backup and system integrity exception |\n| Recipient indemnifies discloser | Open-ended exposure | Remove indemnity; use direct damages only |\n| Residuals clause | Allows de facto use of confidential info | Delete or restrict to non-trade-secret, non-source-code |\n\n## Review prompts (copy/paste)\n\n### A. Minimal prompt (fast)\n- Role: Recipient/Discloser\n- NDA type: one-way (unilateral)\n- Purpose: …\n- Please produce (1) exec summary, (2) clause-by-clause issue log table with: Clause, Issue, Risk, Preferred redline, Fallback, Rationale, Owner, Deadline, (3) top 5 negotiation points.\n\n### B. Deep prompt (recommended)\n- Add constraints: affiliates, advisors, contractors, cross-border sharing, personal data, cloud tools.\n- Ask for: preferred redline + fallback + rationale per issue.\n\n## Ownership & timing defaults (if the user does not specify)\n\nUse these defaults to populate **Owner** and **Deadline** in the issue log:\n\n| Topic | Default owner | Default deadline |\n|---|---|---|\n| Confidentiality scope/definition, exceptions, term/survival | Legal | Before signature |\n| Security standards / audit rights | Security + Legal | Before signature |\n| Return/destruction and backups | Security + IT + Legal | Before signature |\n| Liability cap / damages / indemnity / fees | Legal + Finance | Before signature |\n| Operational constraints (representatives, affiliates, tooling) | Legal + Business owner | Before signature |","tags":["nda","review","jamie","tso","awesome","legal","skills","lawvable","agent-skills","automation","law","legal-work"],"capabilities":["skill","source-lawvable","skill-nda-review-jamie-tso","topic-agent-skills","topic-automation","topic-law","topic-legal-work","topic-workflows"],"categories":["awesome-legal-skills"],"synonyms":[],"warnings":[],"endpointUrl":"https://skills.sh/lawvable/awesome-legal-skills/nda-review-jamie-tso","protocol":"skill","transport":"skills-sh","auth":{"type":"none","details":{"cli":"npx skills add lawvable/awesome-legal-skills","source_repo":"https://github.com/lawvable/awesome-legal-skills","install_from":"skills.sh"}},"qualityScore":"0.605","qualityRationale":"deterministic score 0.60 from registry signals: · indexed on github topic:agent-skills · 310 github stars · SKILL.md body (11,495 chars)","verified":false,"liveness":"unknown","lastLivenessCheck":null,"agentReviews":{"count":0,"score_avg":null,"cost_usd_avg":null,"success_rate":null,"latency_p50_ms":null,"narrative_summary":null,"summary_updated_at":null},"enrichmentModel":"deterministic:skill-github:v1","enrichmentVersion":1,"enrichedAt":"2026-05-02T18:53:55.512Z","embedding":null,"createdAt":"2026-04-18T22:04:30.149Z","updatedAt":"2026-05-02T18:53:55.512Z","lastSeenAt":"2026-05-02T18:53:55.512Z","tsv":"'1':407,422,479,487,578,586,662,875,1385 '10':910 '2':410,488,587,600,733,876,940,1388 '20':904 '3':824,1406 '4':855 '5':438,561,601,610,658,909,916,1408 'accept':872 'acquir':344 'across':351 'actual':933 'add':599,634,991,995,1060,1147,1161,1202,1296,1313,1327,1415 'advic':164,189 'advisor':339,1112,1418 'affili':302,338,800,1114,1417,1497 'agnost':20,54,375 'agreement':1229 'align':1165 'alloc':1295 'allow':640,754,1013,1095,1348 'alway':405 'and/or':1205 'appear':148 'approach':145 'approv':885 'as-i':443 'ask':239,704,978,1137,1428 'assert':378 'assign':539 'attorney':186,763 'audit':1471 'auditor':341 'automat':531 'avoid':377,651 'b':328,451,1124,1411 'backup':522,567,629,644,1058,1062,1323,1328,1479 'backup/legal':635 'ban':1005 'baselin':1160 'best':867 'beyond':1003 'block':512 'boilerpl':538 'border':207,352,1422 'breach':772,1026,1250,1310 'broad':511,774,1071,1171,1244 'broaden':1151 'burden':618,1292 'busi':469,878,1500 'callout':147 'cannot':278 'cap':1088,1486 'care':1037,1207 'carv':524,569,607,631,781,1064,1302,1308 'carve-out':523,568,606,630,780,1063,1301,1307 'case':973 'categori':1091,1152,1192 'chang':448,541,559,898,905,913,959 'checklist':966,969,1126 'chosen':88 'circumst':181 'claim':778 'clarifi':1077 'claus':35,37,96,98,380,412,414,453,455,477,576,753,826,828,840,1347,1390,1392,1397 'clause-by-claus':34,95,411,452,825,1389 'cloud':356,1426 'code':319,1366 'collect':238 'commerci':14,51,116,390,1035 'common':1277 'compact':545 'compel':784,1264,1305 'complex':104 'compli':934,1326 'complianc':653 'compromis':873 'conclus':80 'confidenti':255,261,503,594,639,744,981,1034,1289,1353,1462 'confirm':263,430,668,682,928,1149 'consequenti':536,1086 'consid':821 'consist':921 'constraint':330,1416,1495 'contact':1216 'context':246 'continu':638 'contractor':155,340,1419 'control':543,1028,1259 'copy/paste':1369 'cosmet':1268 'counsel':102,136,214,467 'counterparti':895 'cover':306,1123 'coverag':801 'creat':1237 'cross':206,1421 'cross-bord':205,1420 'custom':314 'damag':537,1085,1087,1247,1344,1487 'data':315,350,361,370,1119,1425 'data-process':369 'date':1045 'de':1349 'deadlin':47,476,491,590,891,1262,1405,1452,1461 'deal':105,245 'deep':1412 'default':402,1438,1447,1458,1460 'definit':492,563,790,922,979,1138 'delet':1056,1101,1355 'deliver':397 'desir':320 'destruct':1054 'detail':387 'develop':986,1174,1184 'dilig':153,293,1108,1110 'direct':1343 'disciplin':900 'disclaim':159 'disclos':27,84,258,260,428,667,722,1125,1335 'disclosur':515,785,1146,1265,1306,1317 'distinct':751 'draft':856 'due':152,1107 'durat':845 'e.g':287,1172 'educ':172 'either':23 'employ':154 'end':1338 'enforc':90 'ensur':920,944,1109 'equit':1078,1198,1203 'escal':134,211,449,822 'evalu':288,514,1004 'everyth':1042 'everywher':927 'evid':1180 'exampl':544,548,574,1235 'except':637,852,1332,1464 'exclud':1090,1144 'exclus':996,1169 'exec':1386 'execut':93,408,420,546 'expect':311 'export':349 'exports/notes':1121 'exposur':1339 'extend':1189 'facto':1350 'fallback':43,485,584,870,1402,1432 'fast':737,1373 'feasibl':393,880,930 'fee':530,764,1070,1201,1206,1489 'final':917 'financ':1113,1491 'fix':1046,1281,1285,1297 'flag':740,946,976,1135 'focus':388,906 'forev':1290 'format':399 'full':818 'general':759 'govern':385 'guarante':89 'guid':6,1232 'guidanc':100 'h':598 'h/m/l':482,581 'heavili':1104 'heurist':699 'high':200,203,1236 'high-risk':199 'high-valu':202 'hold':636 'identif':993 'identifi':663 'immedi':742,1059 'immut':643 'import':108 'imposs':652,1242,1324 'includ':494,984 'incom':9,970 'indefinit':616 'indemn':534,770,1082,1083,1093,1245,1341,1488 'indemnifi':1334 'independ':985,1173 'individu':180 'info':256,262,496,623,708,719,987,1132,1354 'inform':170,308,506,597,747,792,982,1287 'injunct':532,761,1072 'input':236 'integr':1331 'intern':513,807,1007,1014,1167 'invalid':382 'investor':156,1208 'issu':38,70,415,456,473,478,572,577,863,952,1276,1279,1282,1393,1398,1435,1455 'item':947 'jami':4 'jurisdict':19,53,77,178,374 'jurisdiction-agnost':18,52,373 'jurisdiction-specif':76 'keep':706 'key':839 'know':1018 'knowledg':760,788 'knowledge/independent':1183 'languag':1073 'law':175,386,1316 'lawyer':459 'lawyer-styl':458 'legal':79,158,163,227,234,298,624,655,887,1466,1474,1482,1490,1499 'liabil':519,533,849,1081,1485 'liabl':1022 'licens':185 'limit':107,1029 'line':480,579 'list':942 'log':39,416,457,573,953,1394,1456 'longer':1048 'low':1266 'm':150,633,1105 'manag':1256 'mark':794,1142 'market':395,1271 'market-standard':1270 'marking/identification':989 'markup':99 'materi':912,1238 'matter':815 'may':1226 'mean':1234 'mechan':1150 'medium':1251 'memori':757,1100 'method':1275 'minim':1371 'minimum':1162 'minor':1273 'mislead':681 'miss':802 'modul':833 'most':1267 'must':221,805 'mutual':123,142,274,693,727,1074 'mutual-nda':141 'name':299 'narrow':1103,1140 'nda':2,48,67,121,143,197,265,555,677,684,725,736,814,971,1376 'nda-review-jamie-tso':1 'ndas':15,117,1224 'need':325,334,347,883,896,1016,1227 'need-to-know':1015 'negoti':439,859,886,899,1409 'non':1360,1364 'non-source-cod':1363 'non-trade-secret':1359 'norm':396 'note':376 'notic':1261,1274 'oblig':843 'often':680 'one':11,113,268,434,528,553,687,766,1068,1379 'one-way':10,112,267,433,527,552,686,765,1067,1378 'open':1337 'open-end':1336 'oper':392,617,650,879,929,1241,1291,1494 'oral':1145,1148 'otherwis':209 'out':782 'outcom':869 'output':69,217,398,403,406 'overbroad':493,789,983 'overview':55 'owner':45,470,474,490,589,881,1404,1450,1459,1501 'ownership':1436 'packag':919 'page':423 'parti':297,424,777,842 'partnership':290 'path':1318 'per':1434 'permit':285,998,1116 'perpetu':502,593,743,1040 'person':360,1424 'perspect':28,85,964 'perspective-specif':963 'pitfal':1278 'plain':1223 'playbook':50,110,126,277 'pleas':1383 'point':440,562,1410 'polici':1168 'popul':1449 'posit':860,871 'potenti':343 'practic':329,1061 'prefer':41,483,582,865,1400,1430 'present':811 'price':313 'prior':787,1182 'proceed':816 'process':371,1258 'produc':32,91,864,1384 'product':316,890 'profession':228 'prohibit':540 'prompt':1368,1372,1413 'proof':1177 'propos':903 'protect':620 'provid':75,168,188,954 'provis':1217 'purg':1321 'purpos':173,235,284,509,997,1012,1382 'qualifi':213,226 'quick':400,698 'rank':441 'rate':1231,1233 'rational':44,486,585,874,1403,1433 're':936 're-scan':935 'real':1254 'reason':499,799,992,1036,1076,1153,1157 'receiv':254 'recipi':25,82,252,426,551,665,712,769,968,1333 'recipient/discloser':1375 'recommend':331,450,556,1414 'red':975,1134 'redlin':42,74,484,583,857,866,1401,1431 'reduc':615 'refer':832,836 'references/duration_scope.md':847 'references/key_clauses.md':841 'references/party_obligations.md':844 'references/remedies_liability.md':850 'references/standard_exceptions.md':853 'relief':762,1079,1199,1204 'remedi':526,848,1066,1196 'remedies/fees':571 'rememb':215 'remov':1092,1340 'replac':101 'repres':516,566,949,1019,1025,1496 'requir':247,646,1055,1141,1178,1314,1320 'residu':752,1094,1346 'restrict':508,1002,1357 'retain':1098 'retent':641 'return':1053 'return/destruction':520,627,1319,1477 'review':3,8,49,65,144,223,241,250,819,829,838,1367 'rfp':292 'right':1472 'risk':71,201,391,481,580,738,868,914,1230,1243,1252,1280,1283,1294,1399 'roadmap':317 'role':243,425,550,1374 'room':1120 'row':575 'safeguard':1163 'sale':888 'scan':739,937 'scope':106,130,564,697,731,846,1080 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