Nda Database Template

Your NDA Database at a glance

This template centralizes your non-disclosure agreements so your legal and sales teams never lose track of a critical contract. It keeps everything organized and visible in a single, secure environment.

It links your internal staff directly to outside customers and their specific documents. By organizing data relationally, it automatically calculates the total active contracts per client without any manual data entry.

Built-in AI agents elevate this structured data into an automated assistant. They automatically pull company descriptions from the web and actively assess the legal risk of each agreement based on its specific special terms.

Why managing non-disclosure agreements in spreadsheets breaks down

Tracking sensitive legal contracts across static rows quickly leads to missed expirations and scattered files.

What a structured database changes

In a proper system, every contract stays securely linked to the right customer and the responsible team member without relying on fragile formulas. You never have to copy-paste client details across multiple rows just to add a new document.

Dates are strict formatting, attachments like signed PDFs live directly next to the record, and statuses update cleanly.

This is exactly what Softr Databases are designed for. They keep critical business data organized, relational, and highly secure as your company scales.

What you can do with this template

Instantly see which agreements are under review, signed, or expired using clear status drop-downs and linked customer profiles. You can store your most sensitive PDFs securely alongside the terms of the agreement.

Let Database AI agents do the heavy lifting by automatically summarizing dense legal terms. They also evaluate the text to categorize contracts into low, medium, or high risk, saving hours of manual review.

Start adding your contracts immediately with a clean, ready-to-use structure. The system requires absolutely zero technical setup to begin managing your legal pipeline effectively.

Who is this NDA Database for

This template is built for teams that require strict control, secure storage, and clear visibility over their legal commitments.

• Legal Teams: Monitor contract statuses, read automatic summaries, and quickly assess potential risks across all active agreements.
• Sales Departments: Track mutual NDAs required to close pipelines, ensuring compliance before sharing sensitive pitch materials.
• HR Departments: Manage confidentiality agreements for new hires and contractors seamlessly during the internal onboarding process.
• Executives: Get a high-level view of all company obligations and automatically research the industries of newly signed partners.

How to take it further

Easily adapt this template by adding new agreement types or modifying the status drop-downs to match your exact review process. Because it functions as a native data source, you can rename fields or add new columns in seconds.

Upload your existing backlog of signed contracts via CSV. This instantly populates your customer directory and securely attaches all historical PDFs so your team gets immediate value.

When your team grows, you can easily turn this data into a secure internal application. Building interfaces on top of this structure allows you to create a dedicated self-serve portal for your broader staff.

You can apply custom users and permissions to control exactly what people see. This ensures sales reps only access their assigned clients, while the legal team maintains full administrative rights to every sensitive document.