# Setup guide — NDA Triage Agent

## 1. Install and connect

Install the agent and connect your contract source.

```
pipx install nda-triage-agent
nda-triage-agent connect --source contracts-inbox
nda-triage-agent doctor
```

## 2. Configure guardrails

No sign-off and cite-every-flag are enforced here.

```
cp .env.example .env
ANTHROPIC_API_KEY=sk-ant-...
NO_LEGAL_SIGNOFF=true
CITE_EVERY_FLAG=true
ESCALATE_RISKY_TO_LAWYER=true
```

## 3. Load your playbook

Define your standard positions to compare against.

```
# playbook.yml
standard: { term_years: '2-3', mutual: preferred, governing_law: [DE, NY] }
risky: [perpetual_term, ip_assignment, non_compete, broad_confidentiality, indemnification]
```

## 4. Triage a document

Run triage and review flags and citations.

```
nda-triage-agent run --doc ./nda.pdf --explain
# prints key terms + playbook deviations (with clause refs) + review level
```

## 5. Wire into intake

Triage incoming NDAs and route by review level.

```
# NDA received -> triage -> standard to ops; elevated/lawyer_required -> legal queue
```
