Private preparation tool
Prepare a document-sharing safety plan
Organize copy, sensitive-identifier, recipient and transfer checks before a document leaves your control. Nothing entered here is uploaded, sent or saved by this tool.
Sharing checks
Prepared plan
Complete the fields to prepare a local document-sharing safety plan.
Important limits: This tool does not decide whether disclosure is required, permitted, complete or legally sufficient. It does not redact, upload, transmit, file, serve, sign, notarize or contact anyone. Keep originals unless exact official instructions or a qualified professional say otherwise.
Stop before sharing when
- The recipient or purpose is unclear.
- You have only an original and do not know whether it must be surrendered.
- Sensitive identifiers appear and you have not reviewed exact instructions.
- The planned channel is ordinary email, text or another method you have not confirmed as appropriate.
- You are unsure whether a court rule, order, confidentiality duty or safety concern affects the document.