DataGuardSecure Sends

Redact your matter files.
See the rule behind every decision.

Runs in Clio, OneDrive, SharePoint and Drive, with HIPAA, GDPR, CPRA, PIPEDA and PIPABC built in.

witness_statement_doe_v_roe.pdf · page 3 of 47
ANALYZING

Witness Statement

On March 14, 1992, the witness, John A. Doe, voluntarily appeared at the offices of Mercy General Hospital to give a sworn statement.

The witness produced records under file number MR-48201 and confirmed she could be reached at (415) 555-0142.

The statement was given freely, without coercion, and the witness was advised of her right to counsel.

INLINE LABELS
PERSONCPRA §1798.140(ae)(2)
DATECPRA §1798.120(c)
ORGHIPAA Privacy Rule
MRNHIPAA §164.514(b)
PHONEGDPR Art. 4(1)
5

compliance frameworks ship out of the box

98%

accuracy on legal entities

100,000

pages handled in a single production job

0

files moved off your existing system

The same six things, every time.

Most of what gets redacted repeats file after file. DataGuard takes that part and cites the rule on each one. The judgment calls stay with you.

DataGuard takesEvery file, every page
  • Client namesFirm rule
  • Dates of birthCPRA
  • Account numbersGLBA
  • Home addressesHIPAA
  • Medical record numbersHIPAA
  • Opposing party namesFirm rule
You decide
  • Is this passage privileged?
  • Does this exhibit need to go at all?
  • Is a borderline flag really personal data?

Nothing leaves until a person approves it.

How it works

Six steps, import to send.

01

Add the documents.

Pull in from Clio, SharePoint, OneDrive, Drive, or upload. Originals never move.

dataguard · new folder
Doe v. Roe, production batch 04
Sources
Local upload
Microsoft
OneDrive · SharePoint
Google Drive
Clio
02

Pick the laws that apply.

Stack HIPAA, GDPR, CPRA, PIPEDA or PIPABC, plus your own firm rules.

Policy library: stack for this matter
2 selected
HIPAA
PHI · health records
CPRA
California consumer privacy
GDPR
EU personal data
PIPEDA
Canadian federal
PIPABC
British Columbia
Custom
Doe v. Roe, privileged terms
03

Read the reason for each flag.

Every flag carries the rule that triggered it, in plain English.

DATE OF BIRTHpage 14 · line 22
98% conf.
“…the patient was admitted on 03/14/1992, following a routine procedure…”
CPRA §1798.120(c)

Date of Birth is classified as Minors' Sensitive Personal Information. Subject to the consumer's right to limit use and disclosure under the California Privacy Rights Act.

04

Review what it flagged.

Go file by file, with the surrounding text and the rule side by side.

Files
deposition_001.pdf
47 findings
medical_records.pdf
218 findings
schedule_a.xlsx
12 findings
Findings · medical_records.pdf
NAMESmith, John
n/a
DOB07/22/1981
CPRA §1798.120
MRNMR-48201
HIPAA §164.514(b)
DIAGICD-10 E11.9
HIPAA Privacy Rule
PROVIDERDr. Reyes, M.
HIPAA Privacy Rule
05

Apply the redactions.

Approve the routine in bulk. Borderline items wait for a person.

Confirm bulk redaction
×
Apply 47 approved redactions across 47 files?

Routine items will be redacted in bulk. Findings flagged for review will be left for manual approval.

NAME · Doe, J.
×18APPROVED
DOB
×6APPROVED
MRN
×12APPROVED
DIAGNOSIS
×11REVIEW
06

Send it. Every action logged.

A secure link that expires. You see every open and download.

30 days
Full · per-recipient
Governance summary · visible to recipient
Policies applied: HIPAA, CPRA · 247 redactions across 47 files · Categories covered: Names, DOBs, MRNs, Diagnoses
Audit log · live
12:04:21opened[email protected]
12:04:38previewed page 14[email protected]
12:05:02downloaded[email protected]

Runs in the folders you already use.

  • SharePoint
  • OneDrive
  • Google Drive
  • Clio
  • Local upload

Local upload, Microsoft, Google, and Clio today. We can connect to other places (like iManage or NetDocuments) on request.

How it stacks up.

Not a Relativity replacement for a 20-million-page review. The redaction step in the folders your firm works in every day.

CapabilityDataGuardAcrobat (manual)E-discovery platformsSecure file links
Works in the folders you already use
Major privacy laws built in (HIPAA, GDPR, CPRA, PIPEDA, PIPABC)partial
Redacts thousands of documents at once
Shows the law behind every redaction
Suggests redactions, 98% accuratevaries
Recipient sees a summary; you see every actionpartialpartial
Time to set upHoursN/AWeeks-monthsHours

Questions firms ask.

Every redaction shows the exact rule that triggered it, in plain English. Example: a Date of Birth flagged under CPRA shows up with the citation (CPRA §1798.120(c)) and a short explanation of why the rule applies. You don't have to trust it. You see the reasoning.

Stop redacting routine work by hand.

20 minutes on a real document set, inside the folders you already use.

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