Prepare client records before they enter an AI tool.
Scan notes, proposals, and exported text in your browser. Review what was flagged, create a de-identified copy, and choose what to share.
Scan a documentFor everyday client material
- Meeting and interview notes
- Proposals and statements of work
- Research summaries and client records
- CSV exports and text-based PDFs
You make the final call
Detection helps surface common identifiers and credentials. It cannot understand every sensitive business fact or contractual restriction.
Matter-notes.txt
Processed locallyReview findings3 flagged
Please prepare a summary for Maya Chen about the Northline acquisition. Send it to maya@example.test.
De-identified preview
Please prepare a summary for [PERSON_1] about the [ORGANIZATION_1]. Send it to [EMAIL_1].
Client[PERSON_1]
Matter[ORGANIZATION_1]
Email[EMAIL_1]
Build a repeatable first step
Use the same sequence for each document: scan, inspect the findings, export a new copy, review it, and only then choose an external AI service.
See the data flow