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Solutions · Legal agreements · confidentiality check

Focused workflowUpdated Aug 10, 2026

Check confidentiality in a settlement agreement before AI upload.

To check confidentiality in a settlement agreement, select it locally, review confidential parties, commercial terms, internal notes and unique matter details, replace accepted identifiers with consistent placeholders, and verify the exported copy before sharing it with an AI tool.

Local-first Reviewable Verified export

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A local settlement agreement review workspace before AI analysis. confidentiality check workflow.
Original stays on this device
For lawyers, mediators and legal operations teams.

Why this workflow matters

Keep the useful context. Remove the unnecessary identity.

A settlement agreement can contain party names and counsel details, matter numbers and payment references, release language, signatures and attachments. Use a practical review surface to decide which confidential details should stay out of an AI upload. The useful context stays readable while unnecessary identity-bearing details are reviewed before export.

The goal is a working copy that still makes sense to an AI tool: relationships stay consistent, while accepted names, contacts, addresses and document-specific identifiers become controlled replacements.

A practical sequence

From original file to AI-ready copy.

Four checkpoints
01

Select the document locally

Choose a settlement agreement from your device. The original stays in the browser while its supported text and image content are prepared for review.

02

Define the AI task

Write down the output you need: confidential parties, commercial terms, internal notes and unique matter details. This keeps the review focused on useful context instead of removing facts blindly.

03

Review document-specific findings

Check party names and counsel details, matter numbers and payment references, release language, signatures and attachments, then add any unique value that the detector cannot know from the document type alone.

04

Verify before sharing

Search, visually inspect and reopen the exported file before deciding to share it. Payment schedules, signature pages and exhibits deserve a visual check.

Document-specific review

What gets checked before export?

The detector suggests candidates; you decide what changes. For this workflow, start with the fields below and add custom findings when the document contains a unique name, project, matter or identifier.

Document-specific: party names and counsel details Document-specific: matter numbers and payment references Document-specific: release language, signatures and attachments Confidentiality surface: check direct identifiers and re-identifying combinations Custom values you add for this document

Privacy boundary

What stays on your device.

  • The original document is not uploaded to AnonymizeDocs.
  • Extracted text, findings and replacements remain in the browser session.
  • This page's confidentiality check guidance is a preparation workflow, not a confidentiality guarantee.

Human checkpoint

What still needs your judgment.

A local check reduces exposure but cannot decide your contractual or professional confidentiality obligations. Payment schedules, signature pages and exhibits deserve a visual check. Keep the original file unchanged and follow the policies that apply to the document owner.

A verified export confirms accepted values were handled. It does not promise that an automated detector found every sensitive detail.

Illustrative before-and-after document preparation workflow

What a useful output looks like

Readable enough for analysis. Safer to share.

Stable placeholders let the AI distinguish one party from another without receiving the original names. Keep the clauses, dates and relationships the task needs; replace the details that identify the people, companies or matter.

Original identity-bearing valuesReview accept, ignore or editOutput reviewed placeholders or permanent redaction mode

Before you share the copy

Questions people ask about this workflow.

Can I check confidentiality in a settlement agreement without uploading the original?

Yes. Review the document locally, remove unnecessary confidential details and verify the copy before upload.

What should I review in a settlement agreement before AI analysis?

Start with party names and counsel details, matter numbers and payment references, release language, signatures and attachments. Then check headers, footers, tables, images, filenames and unusual combinations of facts that could identify a person or matter.

Does this make a settlement agreement anonymous?

No. It reduces unnecessary identifiers and gives you a reviewed copy. You remain responsible for deciding what can be shared and for checking the final output.

Continue with the right depth

Related workflows and guidance.

PII removal workflow

Use the broader checklist for direct, contextual and document-specific PII.

Settlement agreement workflow

Read the focused settlement agreement privacy workflow.

Read the preparation guide

Review the local-first sequence before sharing a copy with AI.

Core workflow

Redact a PDF before ChatGPT — then verify the copy.

Prepare an AI-ready PDF in your browser by reviewing names, contacts, addresses and identifiers, then verify the exported copy before uploading it.

Core workflow

Redact a DOCX before ChatGPT: text, images and export.

Prepare a Word document for ChatGPT by reviewing text, tables, headers, footers and embedded images locally before sharing a verified copy.

Core workflow

Offline-ready document redaction in your browser.

Cache the browser processing resources once, disconnect if needed, and review supported PDF or DOCX findings on your device before AI upload.

Local document workspace

Review your next file in the browser.

Keep the original local, make the decisions yourself, and export a copy you can inspect.

Try it free