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Corporate Governance

Non-Disclosure Agreement (NDA) Summaries

Legal teams waste valuable hours manually reviewing and summarizing non-disclosure agreements, extracting key confidentiality obligations, permitted disclosures, and breach remedies for business stakeholders. This repetitive process delays deal execution and diverts attorneys from high-value strategic work, while inconsistent summaries create compliance risks.

Automation ROI

Time savings at a glance

Manual workflow1.5 hoursAverage time your team spends by hand
With CaseMark3 minutesDelivery time with CaseMark automation
EfficiencySave 30.0x time with CaseMark

The Problem

Legal teams waste valuable hours manually reviewing and summarizing non-disclosure agreements, extracting key confidentiality obligations, permitted disclosures, and breach remedies for business stakeholders. This repetitive process delays deal execution and diverts attorneys from high-value strategic work, while inconsistent summaries create compliance risks.

The CaseMark Solution

CaseMark instantly generates comprehensive, structured NDA summaries that capture all material terms including confidentiality obligations, disclosure parameters, breach consequences, and survival provisions. Deliver consistent, actionable summaries to stakeholders in minutes while maintaining precision and enabling quick reference for compliance and decision-making.

What you'll receive

Executive Overview (parties, effective date, term, purpose)
Confidentiality Obligations (definitions, exclusions, standard of care)
Permitted and Prohibited Disclosures
Term and Survival Provisions
Breach Consequences and Remedies
Material Additional Provisions
Notable Terms and Risk Flags
Section Reference Citations

Document requirements

Required

  • Non-Disclosure Agreement

Optional

  • Related Transaction Documents

Perfect for

Corporate Attorneys
In-House Counsel
M&A Professionals
Business Development Executives
Compliance Officers
Contract Managers
Legal Operations Teams

Also useful for

This workflow is applicable across multiple practice areas and use cases

NDAs are fundamental to M&A transactions, protecting confidential information during due diligence, negotiations, and deal structuring phases.

M&A professionals routinely execute and review multiple NDAs with potential buyers, sellers, and advisors, making NDA summary tools essential for managing confidentiality obligations across complex transactions.

VC and PE firms execute NDAs with portfolio companies, co-investors, and target companies during investment evaluations and fundraising processes.

Investment professionals need to quickly review and track confidentiality obligations across multiple deal opportunities and portfolio management activities where sensitive financial and strategic information is exchanged.

NDAs protect proprietary technology, patents, and trade secrets during IP licensing negotiations and technology transfer discussions.

IP licensing attorneys regularly use NDAs to safeguard confidential technical information and business terms before formal licensing agreements are executed, requiring efficient review of disclosure limitations and breach remedies.

NDAs in data privacy contexts protect sensitive personal data, trade secrets, and security protocols shared with vendors, service providers, and business partners.

Privacy and cybersecurity attorneys must ensure NDAs adequately protect confidential data and comply with regulatory requirements, making systematic review of confidentiality terms critical for risk management.

NDAs and confidentiality agreements are standard in employment contracts and consulting arrangements to protect company trade secrets and proprietary information.

Employment attorneys need to review and draft confidentiality provisions regularly, and NDA summaries help ensure consistent protection of employer interests while remaining enforceable under employment law.

Frequently asked questions

Q

What information does CaseMark extract from NDAs?

A

CaseMark extracts all material provisions including party information, confidential information definitions and exclusions, permitted and prohibited disclosures, standard of care requirements, term and survival periods, breach consequences and remedies, dispute resolution mechanisms, and any non-standard or unusual terms. The summary includes specific section references to the original document for verification.

Q

How does CaseMark handle mutual versus one-way NDAs?

A

CaseMark automatically identifies whether the NDA is mutual or one-way and structures the summary accordingly. For mutual NDAs, it clarifies obligations for each party as both discloser and recipient. The summary clearly distinguishes asymmetric terms where obligations differ between parties.

Q

Can CaseMark identify non-standard or risky NDA provisions?

A

Yes, CaseMark flags unusual provisions that deviate from market standards, including overly broad confidentiality definitions, excessive survival periods, one-sided remedies, or missing standard protections. It highlights ambiguities, internal inconsistencies, and gaps that could create enforcement challenges or unintended exposure, enabling informed negotiation decisions.

Q

How detailed are the breach remedy summaries?

A

CaseMark provides comprehensive analysis of all breach consequences including injunctive relief provisions, liquidated damages clauses, indemnification obligations, limitation of liability caps, and excluded damages categories. It captures whether the agreement waives bond requirements for injunctions and specifies any mandatory dispute resolution procedures that affect how breach claims would be pursued.

Q

Is the NDA summary suitable for sharing with business stakeholders?

A

Absolutely. CaseMark summaries use clear, professional language accessible to non-lawyers while maintaining legal precision. The structured format with clear headings enables quick navigation to specific topics, making it ideal for distribution to business development teams, compliance officers, and executives who need to understand obligations without reviewing the full agreement.