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Managing high-volume NDA reviews for a busy private equity firm  

Here’s how we helped the client stay ahead of an unending stream of NDAs without missing a single deadline

Challenge

A global PE firm investing in the middle market, with portfolio companies across industries, was grappling with a growing backlog of NDAs.
 
Their lean legal team was already juggling multiple priorities. The pressure to complete fast reviews without missing details was mounting. Delays and oversight were slowing deals, affecting their team’s ability to focus on other critical matters. The firm needed a scalable, precise way to keep NDAs moving without compromising quality.
 

Solution

A deal-ready, high-discipline NDA workflow
 
LegalEase’s attorney-led team worked closely with the client across time zones in the U.S. and the Netherlands to map their buy-side NDA load and build a workflow to match. We started with a standard turnaround time of 24 hours for the reviews. The subsequent rounds of review were closed out in 4 hours or less, along with expedited reviews completed within 4 hours.
 
We led with our NDA Best Practices Guide, a clear, step-by-step approach to how every NDA was reviewed and negotiated. It set clear guardrails for when standard playbook positions applied and when an issue warranted escalation. Every LegalEase attorney on this account was trained on the guide to ensure consistency at scale, without losing nuance or momentum.
 
We also added a layer of analytics to give the client full visibility into their NDA pipeline. Every agreement was tracked in real time from intake to delivery, with live Microsoft Power BI dashboards showing status, volumes, and turnaround times. Weekly reports turned that data into insight, helping the legal team stay ahead of workload and spot bottlenecks before they slowed deals down.

Impact

Deadlines were met and bottlenecks cleared 
  • 598 NDAs were completed — the equivalent of reviewing and negotiating two legal agreements every single business day for a year — without a single missed deadline.
  • Expedited reviews were handled without delay.
  • The client’s legal team was freed from the bottleneck of NDA reviews to focus on higher-value matters.
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