When a client sends phone screenshots for exhibits, what’s your accuracy-first process for removing PII without compromising client confidentiality on a 24-hour turnaround? We’re on iManage with restricted workspaces, and I’m looking for general tips on naming, audit notes, and second-checks to prevent version drift; case-specific questions should go to a qualified attorney.
And i convert phone screenshots to PDF, OCR, apply true redactions (not black boxes), and save as EXH##_RED_v1 with an iManage note like ‘PII scrubbed; second check SJ’ — ‘measure twice, redact once’. Before filing, I Compare to the prior version and run Acrobat’s Remove Hidden Information to strip metadata/version remnants (https://helpx.adobe.com/acrobat/using/removing-sensitive-content-pdfs.html). Case-specific calls go to counsel — are you locking the redacted PDF as a major version or using Declare Record to freeze it?
Post-OCR, run regex PII sweeps; then iManage Declare Final to prevent drift, @kporter1975… If images, strip EXIF first.