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Legal template

NDA request workflow template

Get a confidentiality agreement ready, signed and filed before sharing sensitive information.

4 steps 16 fields
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Tell us who the NDA is with and why.

    7 fields in the request form
    • Other party *Company name and tax ID Text
    • Who signs for them * Text
    • Signer's email * Email
    • Who shares information? *Both sides, Only us, Only them Choice
    • What will be shared and why * Long text
    • Which document? *Our standard template, The other party's document Choice
    • Their document * Files · when needed

  2. Legal review

    A person or team you choose

    Only when the other party sends their own document.

    Due in 3 days (business time) Runs only when needed
    3 fields
    • Can we sign it as it is? *Yes, Only with changes Choice
    • Changes and comments Long text
    • Reviewed document Files

  3. Prepare and send

    A person or team you choose

    Legal prepares the final document and sends it for signature.

    Due in 2 days (business time)
    3 fields
    • Confidentiality term (years) * Number
    • Signature *Electronic, On paper Choice
    • Document sent for signature * Files

  4. Signed and filed

    A person or team you choose

    File the signed NDA. Only now can information be shared.

    Due in 7 days (business time)
    3 fields
    • Signed on * Date
    • Valid until Date
    • Signed NDA * Files

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

More legal templates

Contract review

Send a contract to legal, negotiate the changes and file the signed version.

Request → Legal review → Negotiation → Director approval → Signature and filing

Power of attorney request

Ask legal for a power of attorney, with the powers needed and the validity, signed by the directors.

Request → Drafting → Directors' signature

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template