The How to Guide for Redacting Legal Documents

When it comes to legal documents, the need to protect sensitive information is crucial. Sensitive data such as names, passwords, addresses, and company information must remain confidential. Legal document redaction is the best way to protect sensitive information before sharing it with the public or third parties.

However, redacting legal documents may not be as easy as it sounds. To effectively perform law firm redaction, you must understand exactly what you’re doing and how to do it right. Just uploading your document to legal redaction software doesn’t guarantee that everything is safe. You have to review the document for accuracy and ensure the rest of the information remains relevant after redaction.

If you’re new to legal redaction, this guide is here to help you understand all the details and set you up for success.

What Is Legal Redaction

If the law requires you to share some legal documents with the public for transparency or accountability purposes, you must ensure that the sensitive parts are not shown. The privacy and rights of the people or companies involved must be protected. The only way to protect the sensitive information is through redaction.

Legal documents are very sensitive, and redacting them involves more than just blacking out documents. You must consider the specific information you have to protect and how to do it properly. Remember, if you accidentally leak confidential information, you’ll endanger the parties involved and put your law firm in trouble.

Protecting legal documents through redaction ensures no unauthorized parties can access the information they’re not supposed to. To do this, you need to replace the sensitive text in the document with a black box or a placeholder [REDACTED].

Proper law firm redaction ensures that your team goes through the document line by line and word for word. They must identify the information accurately and ensure irreversible concealment. The process can be time-consuming and prone to errors when done manually. Luckily, there is legal redaction software that can help speed up the redaction process and enhance accuracy.

What Things Should You Redact in Legal Documents

Due to the sensitive nature of legal documents, many of them may require legal redaction to protect the rights of the parties involved. Some of the information that may require redaction before sharing the legal document with the public include:

Personally Identifiable Information (PII) 

Personal identification information refers to data that can be used to identify an individual. They include names, addresses, SSNs, passport numbers, and driver's license numbers. If such information gets into the hands of criminals, they can use it for identity theft, cyberbullying, or fraud.

Protected Health Information (PHI)

This is personal health information, including patient demographics, health history, diagnosis, test results, etc. It can relate to an individual's future, present, or past medical needs or diagnosis. Health information is very sensitive and can cause great harm if leaked to the public. 

Financial Information

Credit card details, bank account numbers, and tax identification numbers are all financial information that should never be leaked to the public. Criminals can use this information to commit credit card fraud, money laundering, or identity theft. Redacting this information is the only way to ensure they don’t reach the public eye.

Business Information

These are trade secrets, customer information, employee details, or business goals. Disclosing this information to the public can cause serious harm to the business. You must redact this information to protect the company from losses and maintain its reputation.

Intellectual Property

Intellectual property theft is very common and mainly occurs when domain names, patents, trade secrets, or trademarks are leaked to the public. Omitting intellectual property from a legal document is crucial for protecting property that belongs to a company or an individual.

Privileged Communications

Communication subject to litigation privilege or classified as attorney-client communication should not be shared with the public. If you’re sharing a legal document containing such information, it should first be redacted to remove the sensitive parts.

Sometimes, data can be listed as sensitive only if tied to another. For instance, a document may only contain an SSN but no other information linking it to a person. In this case, it will just be a number because no one can guess the owner. However, when the SSN is connected to other sensitive data, such as date of birth, then both need redaction.

How to Redact a Legal Document

There are many ways to redact a legal document. You need to learn how to redact different formats, including word-processing files, PDFs, and scanned documents.

Redacting in Word Processing Files

Word processing files give you access to various editing features and functionalities that make redaction easy. And since it’s the standard format for legal documents, it’s much easier to open the files and start working on them.

If you’re doing the legal redaction manually, you’ll have to read every page carefully, delete sensitive information, and replace it with [REDACTED].

Once done, you must confirm that there is no remaining Metadata by checking it through Microsoft’s Notepad. If there are any remaining, remove all the metadata code and replace it with [REDACTED].

Redacting in PDF Files

PDF is a common format for sharing documents because it preserves layouts and formatting. PDF files are more secure because it’s not easy to control access to the information. PDF provides security for sensitive data.

Tools such as Adobe Acrobat and Microsoft Edge can be handy for redacting PDF legal documents. But if you want complete accuracy, consider an additional plugin such as Redax.

To redact legal documents in PDF, identify sensitive information such as names, addresses, financial data, or SSNs. Use PDF editing software to ensure the sensitive data is permanently removed from the document. Review the redacted document carefully to ensure you have accurately obscured all sensitive information.

Redacting Images and Scanned Documents

Scanned documents come in PDF images that are not editable. They can be formatted as tiff, jpeg, and gif. To Redact such documents, you may need to physically alter them before scanning. However, the best option is to use software tools specifically for the job.

To redact images and scanned documents, import and open them into the redaction software. Select the text or data to be redacted, and the tool will hide the sensitive information so that it is unreadable.

Once the redaction is complete, go through the document to check whether there are still traces of sensitive information. Also, ensure the final redacted document makes sense. If everything is good, you can download and save the document.

Why Is iDox.ai the Best Legal Redaction Software?

Manual redaction of legal documents can be ineffective, prone to errors, and slow. You need legal redaction software that you can rely on for accuracy, effectiveness, and speed.

iDox.ai redaction software is committed to meeting your needs and helping you protect legal documents. Here are some of the reasons you should choose iDox.ai for your law firm redaction:

Easy to Use

iDox.ai is user-friendly and easy-to-navigate software, perfect for beginners and pros. It can be used to quickly and easily redact legal documents.

Speedy Redaction

One of the reasons people choose software redaction over manual is to save time. With iDox.ai, you can redact tons of legal documents within the shortest time possible. You’ll ensure your redaction work doesn’t interfere with other processes and workflows.


It doesn’t matter how many documents you can redact within a day if the result is full of errors. iDox.ai is a redaction software that ensures error-free redaction. The process does not remove any non-sensitive information from the document and will not leave behind any sensitive data.


Don’t use unsecured software to redact sensitive information, as that will be equivalent to doing zero work. iDox.ai comes complete with security features that ensure any sensitive data uploaded to the system doesn’t leak to unauthorized parties. The software protects sensitive information through password protection and encryption. 


Whether you’re redacting PDF, word files, or scanned documents, iDox.ai software will be compatible. With compatible software like this one, you have the convenience to redact any document with ease.


Mastering the art of redacting legal documents is essential because they contain a lot of sensitive information. Accurate redaction ensures sensitive information remains confidential so you can share legal documents with peace of mind.

By following the right redaction steps in every format you have, you will protect your firm from getting into trouble for sharing confidential information. Whether you use manual redaction or prefer legal redaction software, you must ensure no sensitive data remains. Make sure you review the document and only share it if you’re convinced that it’s safe.

Redaction software such as iDox.ai ensures fast redaction, accuracy, and security of your legal documents. The software ensures no sensitive information reaches an unauthorized person, hence protecting the law firm from legal trouble.

iDox.ai will protect your law firm from data leaks that can result in a lawsuit. Get iDox.ai today and keep your legal documents safe.

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