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 document

For 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 locally
Review 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