NDA intake and routing

Non-disclosure agreements are the highest-volume, lowest-complexity request legal handles, and that combination is exactly what makes them a drain. Requests arrive as Gmail messages, forwarded threads, and pinged questions in Slack, each one needing someone to decide whether it is a standard mutual NDA, a one-way, or a third-party paper that needs real review. A person triages each request by hand, figures out which template applies, checks whether the counterparty already has an agreement on file, and starts the signature process. Because the volume is high, these small tasks pile up and push the genuinely complex work later in the queue. The requester, meanwhile, has no idea whether their NDA is moving or stuck, so they follow up, which adds even more inbox noise.

You describe the intake outcome in plain language, and Ceven builds a workflow that catches NDA requests as they arrive in Gmail or Slack and reads each one to understand what is being asked. AI steps classify the request as a standard mutual NDA, a one-way, or non-standard third-party paper, extract the counterparty and purpose, and check Ironclad for an existing agreement so duplicates are caught early. For a standard request, Ceven prepares the correct template and drafts a DocuSign envelope addressed to the right signatories; for anything non-standard, it drafts a routing note to the reviewer who should handle it. The request, its classification, and its status are logged in a Notion register so the whole team can see the queue at a glance. Throughout, the executed agreements remain in Ironclad and DocuSign as the authoritative copies, because Ceven organizes around those systems rather than becoming them. The requester gets a clear path and legal gets a clean, pre-sorted queue.

No NDA is sent for signature and no non-standard request is reassigned without a human approving it first. Ceven presents the classification, the chosen template, and the drafted envelope as a proposal, and the reviewer confirms it, adjusts the terms, or reroutes it to someone else. Even for the most routine mutual NDA, the workflow proposes and a person releases, so nothing reaches a counterparty on autopilot. When the reviewer approves, Ceven proceeds with the send and writes a row to the audit trail noting the classification, the template used, who approved, and the timestamp. That trail is exportable, which gives legal a defensible record of how each agreement was handled without any manual logging. The gate keeps the speed of automation while keeping a human accountable for what goes out.

You can start free with no credit card and connect the tools NDAs already flow through, from Gmail and Slack for intake to DocuSign and Ironclad for signature and storage. Describe how you want requests triaged, and Ceven builds the workflow across its library of more than a thousand tools so it mirrors the routing your team already follows. The same intake pattern extends into contract review triage for heavier agreements, vendor onboarding diligence, and data subject request handling, all of which start by classifying and routing an inbound request. Every NDA stays visible in the audit trail, so legal keeps a complete record of the queue without extra effort.