Route NDAs to workspaces and embed renewal dates in filenames automaticallyautomatically
When NDAs come in, route to the right workspace and embed renewal dates so you can queue reminders.
No credit card • Rename in under 3 minutes
sample.pdf
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Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Process NDAs with automatic routing and renewal date extraction.
- Connect NDA intake folders or email processing.
- AI extracts counterparty, effective date, and renewal terms.
- Route to appropriate workspace with renewal dates in filename.
Proof: 892 NDAs processed last month at 94.7% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Automatic routing: Route NDAs to correct matter or counterparty folders based on content analysis.
Renewal tracking: Extract and embed renewal dates for automated reminder systems.
Status visibility: Track NDA status through organized folder structures.
How it works
NDAs auto-route to MATTER_NDA_Counterparty_YYYY-MM-DD-Renewal.pdf with 94%+ accuracy, ready for renewal tracking.
- Connect NDA intake folders or email processing.
- AI extracts counterparty, effective date, and renewal terms.
- Route to appropriate workspace with renewal dates in filename.
FAQ
Can I handle mutual vs. one-way NDAs differently?
Yes. Configure rules to detect NDA types and apply appropriate naming and routing.
Will it work with scanned or signed NDA documents?
OCR handles scanned and signed documents, extracting key terms and dates.
How do I integrate with contract management systems?
Use organized folders synced to your drive. Renewal dates in filenames feed reminder systems.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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