
The client, a mid-market private equity investment bank, was already working with LegalEase on buy-side matters when a new sell-side project landed. Then another followed almost immediately.
Suddenly, the client was managing:
What began as an initial batch of 150–200 NDAs quickly scaled to 350 agreements tied to the projects, all while other active matters continued in parallel.
The internal legal team needed:
The engagement also required strict ethical separation between buy-side and sell-side matters, with dedicated teams and clearly defined Chinese wall protocols maintained throughout the process.
LegalEase built a dedicated sell-side NDA review and negotiation workflow designed for high-volume deal activity.
The engagement began with refresher sessions on the client’s playbook and fallback positions. From there, the team continuously refined the framework using live negotiation outcomes, recurring escalations, and counterparty responses.
Over time, the playbook became:
That translated directly into shorter review cycles and fewer negotiation rounds. Most NDAs were closed within 2–3 rounds because fallback language, accepted concessions, and recurring obligations had already been mapped in advance.
To improve consistency and reduce repetitive escalations, LegalEase also maintained a live escalation log tracking:
The LegalEase team also:
The client successfully managed two concurrent sell-side projects without overwhelming internal legal bandwidth.
350 NDAs were reviewed and negotiated in under three weeks, while LegalEase teams simultaneously supported 600–800 NDAs across active matters during the same period.
As the engagement progressed:
The success of the engagement also expanded the relationship. Impressed with the speed and consistency of the process, the client later brought lender-side NDAs from the same transaction to LegalEase as well.