Prepare contracts and case files before analysing them with AI
Review contracts, correspondence and case files for names, IDs, company details, figures and matter references before they leave your workflow.
Removing a client's name is rarely enough; dates, counterparties and reference numbers can still identify the matter.
What you can do with Privalume
- Keep legal context with consistent pseudonyms
- Decide on every flagged item
- Work from a copy while leaving the source untouched
Recommended process
- 01Narrow the question
Extract only the clauses and definitions required; leave out signatures, appendices and payment details.
- 02Review each reference
Replace parties, representatives, matter numbers and figures only where unnecessary for interpretation.
- 03Check the working copy
Compare numbering, duties and exceptions with the source before using or sharing it.
Practical example
Goal: You need a summary of a termination clause.
Working document
ACME, Maria Lopez and matter 248/26 appear beside the clause.
Prepared copy
PARTY_A, PERSON_1 and MATTER_1 preserve relationships; signatures and unrelated details are excluded.
What you still need to check
- It does not assess professional secrecy, privilege or contractual authority.
- Dates, counterparties and figures can still identify a matter.
- A rebuilt copy can change layout and signatures.
Related guides
Preparing and reviewing a copy can reduce exposure, but critical documents still need a final review before sharing.