DataGuardSecure Sends

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

DataGuard runs in the folders you already use: Clio, OneDrive, SharePoint, Drive. Comes with the major privacy laws ready (HIPAA, GDPR, CPRA, PIPEDA, PIPABC). Every redaction shows the exact rule that triggered it.

98%
accurate on names, dates, and IDs
100,000
pages at a time
5
privacy laws built in

One of two protections in the Sidian DataGuard platform. See Email & File Protection →

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)
Live
47,318documents redacted today

The repetitive work eating your team's time.

Most firms have done redaction the same way for fifteen years. One person, Acrobat, and a long afternoon. It works. It's also the most repetitive work in the firm, the easiest to get wrong on page 4,372, and the most painful six days before a deadline.

Client names, dates of birth, account numbers, addresses, medical info, the other side's names. Most of what gets redacted is the same stuff, over and over. That work doesn't need a human eye on it. The judgment calls do.

The other thing missing from how most teams work today: when a redaction gets questioned, there's no record of why it was made. DataGuard fixes both halves.

Pages reviewed today
4,372
↑ + 18%vs last week
depositions1,820
medical records1,640
financial schedules912
How it works

Six steps from import to defensible share.

01

Add the documents you need to redact.

Name the folder, then pull in documents from Clio, SharePoint, OneDrive, Drive, or upload directly. PDF, Word, PowerPoint, Excel, CSV, JSON. Your original files don't move.

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

Pick the privacy laws that apply.

Pick one or more from the ready-made list: HIPAA, GDPR, CPRA, PIPEDA, PIPABC. Use as many as the case calls for. Add your own firm rules alongside.

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

Let it scan. Read the reasons.

It reads every document and flags items that need to come out. Each item shows the exact rule that triggered it, in plain English. 98% accurate on names, dates, and IDs.

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.

Walk through items one document at a time. See the surrounding text, switch between flagged items and the rules behind them, and ask the built-in expert when something's borderline.

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, dismiss, or note each item. Bulk-redact takes care of routine items across the whole folder at once. Re-scan anytime files are added or rules change.

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 the redacted version. Every action logged.

Send the folder to people with an expiration date you set. They preview in their browser and see a summary of what was redacted and why. You see every action they take.

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]
0

compliance frameworks ship out of the box

0%

accuracy on legal entities

0

pages handled in a single production job

0

files moved off your existing system

Zero files moved off OneDrive, SharePoint, Clio, or Drive.

Why firms turn on Secure Sends.

The law behind every redaction.

Every redaction shows the exact rule that triggered it, in plain English. Junior staff don't have to memorize HIPAA. Senior staff have the proof on hand if a redaction is ever questioned.

Major privacy laws built in.

HIPAA, GDPR, CPRA, PIPEDA, and PIPABC ready on day one. Use more than one on a single case. Add your own firm rules alongside.

Works in the folders you already use.

Clio, OneDrive, SharePoint, Google Drive, plus local upload. No new system to switch to. No filing change. No IT setup.

Built for the big jobs.

A two-page letter and a 100,000-page document set work the same way. 98% accurate on names, dates, and IDs.

Every share leaves a record.

Send the redacted documents as a secure link. The recipient sees a summary of what was redacted and why. You see every time they open or download.

Built for firms with private client info.

Same simple steps. Different rules per industry. The same complete record.

LAW FIRMS
ABA Rule 1.6 · State Bar duties

Documents going to the other side, evidence sets, anything with client info. Judgment calls stay with the lawyer. Routine cleanup doesn't.

Learn more →
HEALTHCARE
HIPAA · 45 CFR §164

Patient record releases under HIPAA. Bulk redaction across files with the law cited on every removal.

FINANCIAL SERVICES
GLBA · CPRA · state breach laws

Regulator requests and exam responses. Every redaction tied to the rule that triggered it.

Where your files already live

DataGuard runs in the folder you already use.

Clio
OneDrive
SharePoint
Google Drive

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

How it stacks up.

Secure Sends isn't a replacement for Relativity on a 20-million-page review. It's the redaction part of everything your firm does day to day in Clio, SharePoint, OneDrive, and Drive.

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

FAQ

No. DataGuard reads from them and writes back into them. Your folder structure stays the same.

No. DataGuard is a redaction tool, not a document review platform. If you already use Relativity, DISCO, Everlaw, or Reveal for big reviews, DataGuard handles the redaction part inside the regular folders you use day to day.

In Acrobat, you redact one document at a time, by hand. There's no rules system, no law cited on each redaction, no record of what was decided. DataGuard runs across every document in a folder, shows the law behind each redaction, and keeps a record of every decision.

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.

98% on the things lawyers actually redact: names, organizations, dates, account numbers, and IDs in legal documents. Tested on real legal documents, not generic text. The remaining 2% comes up in the review pass for a human to confirm.

PDF, Word, PowerPoint, Excel, CSV, JSON.

Most firms run their first redaction within an hour. Connecting it to your folders takes a few minutes.

The redacted version is saved back into the same folder (or a separate output folder, your choice). When you share, you send a secure link with controlled access and a summary the recipient can see.

Stop redacting the routine work by hand.

DataGuard runs in the folder you already use, ships with the compliance frameworks you already work under, and shows the rule behind every redaction.

Book a working demo

20 minutes on a real document set. We'll walk through the analysis, the reasoning, and what setup looks like inside your existing repository.