A mutual NDA protects both sides
A mutual NDA is usually used when both parties expect to share confidential information. That makes the send step more sensitive than a simple intake form.
An agent can help move the packet, but a person should still confirm the business context and the approved template before the recipient receives it.
Run a pre-send checklist
The checklist should be short enough to actually use. The sender should confirm the parties, purpose, term, exclusions, governing law, signer authority, and any deal-specific fields before approving the dry run.
If any of those fields are uncertain, the agent should stop and ask for review instead of guessing.
- Are both parties correctly named?
- Is the purpose accurate?
- Are standard exclusions present?
- Is the term acceptable?
- Is the signer authorized?
- Does the dry run match the intended send?
Send the template, then track the record
Once approved, the agent can send the mutual NDA and track status. After signature, the workflow should store the executed PDF, audit events, and hash.
The value is not just faster sending. It is knowing which NDA was sent, who signed, and where the record is.